Alexander Stahel is a Zug, Switzerland-based commodities investor. On September 8, he posted a long thread on Twitter about Europe’s electric sector. It was excellent: comprehensive, had good graphics, and reflected a deep understanding of the crisis that has engulfed Europe. Much of that thread was used in a report that Stahel did in a report for the Global Warming Policy Foundation called “The Crisis of The European Energy System.” In this episode, he explained why Europe is facing years of electricity shortages, France’s mismanagement of its nuclear fleet, why Italy is in particularly bad shape, and the long history of anti-nuclear sentiment on the continent.
