Energy Shock

topic on 2 shows · 2 statements across 2 episodes

Capital Allocators the Green Blueprint

2 statements about Energy Shock, every show

CAPITAL ALLOCATORS Prediction Held up
Governments will use fiscal spending to offset energy price shocks
“And how are politicians going to assist households with that energy shock, which they hope is a one-off? And the answer is probably more fiscal spending. More transfers to households, and that conversation is already underway.”
James Aitken Mar 10, 2022 ▶ 40:34 James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
GREEN BLUEPRINT Prediction Not checkable as stated
Jaffe: Fossil fuel shock will ultimately accelerate global renewable energy transition
“Even though this year we're going to have a lot of negative things, we're going to have to bring back on coal plants in Europe, we're going to see other kinds of, ah, fuel being used that we thought we were moving away from. In the end, a shock like this is go…”
Amy Myers Jaffe Mar 8, 2022 ▶ 17:55 Russia’s war hits energy markets hard

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