Something Is Brewing in the Baltic Sea

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 28 September 2022

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

The word “sabotage” is in heavy rotation today, as the world wonders why natural gas is leaking from two pipelines that run under the Baltic Sea from Russia to Germany. This can only make things worse, on a basic energy supply-and-demand level as well as for the more complex geopolitical landscape. The major U.S. equity indexes opened in positive territory but turned negative early in the trading day, as yields continued to rise. Andreas Steno Larsen welcomes Tony Greer, the founder of TG Macro, to talk about the global energy market and what these mysterious leaks portend. We also hear from Suriya Jayanti, the co-founder and managing director at decarbonization and renewables consultancy Eney LLC, about who holds the leverage in Europe’s energy crisis. Watch the full conversation between Andreas Steno Larsen and Suriya Jayanti here: https://www.realvision.com/shows/make-or-break-energy-crisis/videos/we-have-to-own-our-energy-crisis-now-qp22?source_collection=852d5cce52bd4c829fc3d84de72c55b8. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:37.4	Good afternoon, everyone and welcome to the Real Vision Daily Briefing.
0:42.0	I'm Adler Steno.
0:43.0	Last and sending to you live Tuesday, September 27th.
0:47.0	It's been a crazy day with a lot of action in my backyard here in Denmark and Europe.
0:53.8	We've had a sabotage of the pipelines running through the Baltic Sea.
1:00.8	So far, we don't really know who's behind this sabotage.
1:04.0	But today we're going to ask the question whether the energy crisis just got a lot worse due to this action in the Baltic Sea.
1:12.4	And I have the perfect guest with me today to answer that exact question because Tony Carrier is with us.
1:19.6	One of the best guys I know in the energy and commodity space.
1:23.0	Tony, good to see you.
1:24.2	Two kinds of you, Andreas. Two kinds. How you doing, man?
1:27.8	Not too good today to be honest after this action in my backyard in the Baltic Sea.
1:32.0	But I wanted your take as well on what happened.
1:35.4	I mean, we obviously have a lot of repercussions to discuss in terms of the market pricing of energy.
1:42.2	But take us through what's been on your radar today with all of this action surrounding the pipelines in the Baltic Sea.
	...

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