Will Europe Run Out of Electricity this Winter? with Alexander Stahel

Interview Recorded - 24/09/2022

On todays episode of the WTFinance podcast I had the pleasure of speaking with Alexander Stahel - the founder and chief investment officer of Switzerland-based commodity investment firm Burggraben Holding AG.

During our conversation we talked about the current electricity landscape throughout Europe, how the market works, whether Europe will have enough energy for the winter and long term risks. I hope you enjoy!

0:00 - Introduction
0:28 - Outline about the Electricity landscape throughout Europe?
2:35 - Interconnectivity of European electricity markets
8:36 - Volatility of electricity market?
19:15 - Crisis of confidence in nuclear
24:25 - Will Europe have enough electricity for winter?
31:00 - Electricity shortage vs blackout
37:40 - Examples of long blackouts (Texas, California)
38:39 - 50% chance of a long-term blackout in continental Europe
39:40 - Risks throughout the electricity markets in Europe?
47:16 - Challenges with overreliance on intermittent electricity production
52:30 - Shorter term solutions?
59:50 - Germany’s performance transitioning from nuclear

Alexander Stahel is a value investor specialising in commodities, specifically energy & metals. He is the Founder and Chief Investment Officer at Burggraben Holding AG, a value investor in public and private companies. 

He has spent several decades researching and investing in commodities all over the world. Prior to founding BGH, he was a private equity investor for infrastructure and energy assets at Babcock & Brown, an international investment and specialised fund and management group. 

He was also an Associate Director of Corporate Finance and M&A Advisory at SBC Warburg. 

"The whole secret of investment is to find places where it’s safe and wise to non-diversify. It’s just that simple. Diversification is for the know-nothing investor; it’s not for the professional." 

Alexander Stahel - 

Twitter Thread - https://twitter.com/BurggrabenH/status/1567929340737863680
Website - http://www.burggraben.ch/
Twitter - https://twitter.com/BurggrabenH
LinkedIn - https://www.linkedin.com/in/alexander-stahel-977ba0142/

WTFinance -

Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
TikTok - https://vm.tiktok.com/ZMeUjj9xV/
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/
Twitter - https://twitter.com/AnthonyFatseas

Thumbnail photo - https://theconversation.com/energy-crisis-how-the-eu-hopes-to-tackle-high-