Macro Mondays #25 - Why is offshore wind not performing? Guest: Suriya Jayanti
Nov 26, 2023
Former Chief of the Energy unit at the US Embassy in Kiev and co-founder of the Eney LCC, Suriya Jayanti, discusses the challenges of offshore wind, the importance of a diversified energy mix, and China's role in the energy transition. The speakers also explore investing in the green transition during a global recession and analyze the relationship between mortgage-backed securities and corporate credit. They conclude by discussing the current state of energy markets and oil production.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
The Dollar's Performance and Market Positioning
02:44 • 17min
Discussion on Offshore Wind Industry and the Importance of a Diversified Energy Mix
19:47 • 3min
Renewable Energy Instability and China's Role in the Energy Transition
22:39 • 28min
Investing in the Green Transition During a Global Recession
50:39 • 2min
The Relationship Between Mortgage-Backed Securities and Corporate Credit
52:42 • 4min
Current State of Energy Markets and Oil Production
56:32 • 4min