Something Is Brewing in the Baltic Sea

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We apologize for the technical issues that caused the interruption of Tony’s video feed during today’s Daily Briefing. Although the video does drop out for a few moments, the audio is good throughout the show. And thank you for watching.

The word “sabotage” is in heavy rotation today, as the world wonders why #naturalgas 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. #geopolitics

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. #equities

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. And please drop your questions in the chat!

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Something Is Brewing in the Baltic Sea

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