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EssentialThe Essential Conversation

How Will Europe Respond to an Energy Crisis?

Featuring Anneka Treon and Maggie Lake

Mar 09, 2022 • 58 minutes

120

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Essential

The Essential Conversation

How Will Europe Respond to an Energy Crisis?

War in Ukraine has exposed Europe's vulnerabilities and investors must weigh potentially global consequences.

Featuring Anneka Treon and Maggie Lake

Mar 09, 2022 • 58 minutes

The European Union and the European Central Bank continue to grapple with the shock to the regional economy generated by COVID-19. Now, war in Eastern Europe has exposed their biggest Achilles’ heel: reliance on Russian energy. As the euro weakens and outflows from European equities surge, investors are increasingly concerned about the fragility of the EU and implications for global markets. Anneka Treon, managing director of the Competence Center at Van Lanschot Kempen, walks viewers through an in-depth analysis of the EU’s vulnerabilities during this tumultuous time. As Treon notes, sanctions on Russia and corresponding energy shortages increase the probability of stagflation in the eurozone and raise both liquidity and counterparty risk. Treon also explores the EU’s more coordinated responses to crises since the pandemic began, how this conflict may impact its commitment to decarbonization, and why Europe could benefit from the shift toward a regionalization of supply chains. Interviewed by Maggie Lake on March 7, 2022. Show More

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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