If electricity becomes a scarce commodity, it is important to note who’s on top of the situation and who’s not. Here is the answer and how it plays into my portfolio thoughts.
Steno Signals #16 – A (semi)-permanent energy GDP-shock in Europe?
Developments through 2022 have exposed the interlink between macro, geopolitics and markets. We see a risk of a (semi)permanent European GDP-shock due to a lack of energy.
To read the full article, sign up for a 14-day FREE trial of the Basic or Premium plan.
Already a member? Login here
Steno Signals #14: What on earth is going on in European electricity markets?
European electricity markets are completely out of sync with fundamentals and we have spent most of this week understanding why – here is our take-away!
To read the full article, sign up for a 14-day FREE trial of the Basic or Premium plan.
Already a member? Login here
