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EssentialThe Essential Conversation

Europe Is in for a Tough Winter

Featuring Andreas Steno Larsen and Alexender Stahel

Jul 18, 2022 • 72 minutes

Essential

The Essential Conversation

Europe Is in for a Tough Winter

"Assuming Russian gas supplies are returning is silly," warns Alexander Stahel.

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Featuring Andreas Steno Larsen and Alexender Stahel

Jul 18, 2022 • 72 minutes

If people in Europe don't reduce their energy consumption this winter, companies will have to – and that means a big spike in unemployment, according to Alexander Stahel, the founder and chief investment officer of Switzerland-based commodity investment firm Burggraben Holding AG. Stahel says Russia’s reported maintenance of the Nord Stream 1 natural gas pipeline is just an excuse to stop supplying Europe, and the consequences of that action will be severe. In conversation with Real Vision's Andreas Steno Larsen, Stahel explains why the continent is ill-prepared for Vladimir Putin’s energy brinkmanship and outlines the steps it should take, including restoring nuclear energy capabilities, to counter his belligerence. Recorded on July 14, 2022. Be sure to check out Stahel's full report, including slides not featured in the interview, in our Reports section.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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