The Grant Williams Podcast

This Week In Doom Ep. 9 - What’s Next For Europe? (Panel) (FULL EPISODE)

Sep 6, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
I Loved the Conversation, Allofi
01:54 • 1min
3
What's Unfolding in the Energy System?
03:24 • 2min
4
Oil Price Goes Up Eight % a Year and the Yield of the Debts Only One or Two
05:01 • 2min
5
The Constraints and Preferences Framework
06:46 • 4min
6
Is There Willingness for Europe to Compensate Costs?
11:06 • 4min
7
The Tree Rings, a Geo Political Alpha
14:40 • 5min
8
I'll Turn It Back to You, Ran, Thanks
19:34 • 2min
9
Is There Any Shift in the European Political Will?
21:07 • 3min
10
Demand Management for Natural Gas in the Dead of Winter
24:16 • 3min
11
Is the European Median Voter Going to Rebel?
27:16 • 2min
12
Europe's Electricity Markets Are Already Manipulated Massively
29:17 • 4min
13
Is It a One or a Zero?
33:37 • 2min
14
The Energy Crisis
35:34 • 2min
15
Is Russia Better Off Leaving It in the Ground Than Trading It for Negative Real Race Paper?
38:01 • 2min
16
Do Not Let Russia Do That.
40:15 • 2min
17
The Europeans Cannot Be Energy Sovereign From an Economic Standpoint
41:51 • 2min
18
Energy in Barric - I Want Fat, Got to Dombug
43:41 • 3min
19
Europe Is Integrating Out of Weakness and Fear
46:46 • 3min
20
The Price of Electricity in Europe Is Double What It Was in the West for the Past Few Years
50:00 • 4min
21
Do You Think Europe Is Going to Fail?
54:01 • 4min
22
Is There Any Obvious Alternatives to Natural Gas?
58:00 • 4min
23
The Price Cap, It's the Path Function and the Risk
01:01:43 • 2min
24
Is China Really Committing Economic Suicide?
01:03:19 • 4min
25
The Endless Friendship Between China and Russia
01:07:34 • 3min
26
What Do You See When You Look at China Right Now?
01:10:39 • 4min
27
I Think We Could Pivot and Talk About Europe as Entity
01:14:36 • 2min
28
The Undervalued Second Derivative in Energy Markets
01:16:23 • 3min
29
Sepi Is Piqed, Is It Going Up?
01:19:47 • 1min
30
Is There a Price to the European Economy?
01:21:14 • 3min
31
Is Russia Making More Money From Energy Than It's Ever Made?
01:23:50 • 4min
32
We Need Energy Sovereignty
01:27:47 • 2min
33
Is There an Oil Embargo Against Russia?
01:29:38 • 3min
34
Nuclear Power Is the Way to Go
01:32:08 • 3min
35
Natural Gas
01:34:45 • 2min
36
Is the US Manufacturing Going to Be the Most Competitive in the World?
01:36:47 • 2min
37
Europe as a Project and the Energy Crisis
01:38:33 • 5min
38
I Don't Think the Ur Area Will Be the Place That Breaks
01:43:10 • 2min
39
Energy Sovereign - It's Paradoxical
01:44:51 • 2min
40
What Are the Europeans Doing?
01:46:44 • 2min
41
The German Business Culture and the German Psyche
01:49:11 • 2min
42
Is the German Voter a Loyalist of the European Idea?
01:51:25 • 4min
43
The German Energy Market Is Getting Worse
01:55:35 • 5min
44
The Conversation on German Energy Components
02:00:56 • 3min