This will have investment implications worldwide. Worth a listen IMO. What are the investment implications? Could coal have a renaissance?
Mark Fairbairn & Alexander Stahel sit down to discuss the EU energy crisis. What has caused it? How bad could it get? And how can people prepare?
00:00 - Introduction & Data Points
03:18 - Electricity More Important than Gas
08:15 - Rising Costs & Blackouts
11:15 - Why are we in this situation?
19:14 - Pricing/Availability & The Netherlands
24:50 - Lehman Brothers Moment for Energy
34:11 - Scandinavian Situation
38:57 - UK Situation
45:50 - Replacing LNG Shortfall (Nord Stream)
53:18 - Gas/Elec Crisis is here to stay
58:40 - How Can People Prepare?
[The European Energy Crisis w/ Alexander Stahel The European Energy Crisis w/ Alexander Stahel - YouTube
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