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Steno Signal #18 – The winners and losers of energy nationalism in Europe

Steno Signal #18 – The winners and losers of energy nationalism in Europe

Oct 7, 2022 | Steno Signals

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?

Steno Signals #16 – A (semi)-permanent energy GDP-shock in Europe?

Sep 22, 2022 | Steno Signals

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.

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Steno Signals #14: What on earth is going on in European electricity markets?

Steno Signals #14: What on earth is going on in European electricity markets?

Sep 8, 2022 | Steno Signals

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!

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