Alexander Stahel is a value investor in energy, real estate, transport, and banks. 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 specialized fund and management group. In this conversation with Velina Tchakarova, he spoke about the impacts of ban on Russian crude oil, Europe's energy crisis and more!
Topics:
00:00 Sneak Peak
01:10 Introduction
01:53 The Ban on Russian crude oil & EU's price cap on Russian oil
21:19 Who can compensate for the missing oil in the EU markets?
24:35 Possible black markets for Russian Oil
30:11 Impact on energy markets from China's reopening from 0 covid
33:59 European Gas markets & energy crisis
51:54 Are Europe's current energy reserves enough for the coming winter
56:39 Europe's nuclear and renewable energy dilemma
01:15:39 Closing comments
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