Alexander Stahel is the Founder & CIO at Burggraben Holdings, a Swiss Commodity Hedge Fund. I initially reached out to Alexander wanting to dig into his bearish oil stance (this is still in the works), but when he generously shared his insights on the EU natural gas markets, I jumped at the chance for him to walk me through this presentation. Alexander crunches a tonne of data from European utilities to create accurate and timely insights.
There are big investment implications to understanding the details of the EU natural gas situation, so I hope you enjoy this presentation as much as I did!
You should all be following Alexander's Twitter: @BurggrabenH