Europe’s Energy Crisis: End in sight or far from over?
Exchanges15 Marras 2022

Europe’s Energy Crisis: End in sight or far from over?

Plentiful natural gas supplies and mild weather across Europe are creating optimism that the continent may be able to avoid shortages and blackouts this winter. But is that optimism premature? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Samantha Dart, a senior energy strategist who focuses on the natural gas markets, and Jari Stehn, our chief European economist, discuss the state of Europe’s energy crisis and its impact on the broader European economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences

Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences

While oil dominates headlines amid the Iran conflict, an equally unsettling story is playing out in natural gas markets that may pose an even greater threat. In this episode of Goldman Sachs Exchanges...

7 Huhti 16min

AI Exchanges: Power Problems?

AI Exchanges: Power Problems?

As the demand for AI-powered data centers continues to grow, Goldman Sachs Research’s Brian Singer explains the potential sources—and constraints—of power demand growth. This episode was recorded o...

2 Huhti 20min

The Business Builder: New Mountain Capital's Steve Klinsky

The Business Builder: New Mountain Capital's Steve Klinsky

Steve Klinsky, founder and CEO of New Mountain Capital, joins Goldman Sachs’ Alison Mass to discuss the macro landscape, his approach to building businesses, the evolution of the private equity indust...

31 Maalis 35min

Iran Conflict: How Long, and How Bad?

Iran Conflict: How Long, and How Bad?

The Iran conflict has triggered the largest energy supply disruption in history with shipping traffic in the Strait of Hormuz nearly at a standstill and regional energy infrastructure under fire. In t...

27 Maalis 19min

Private Credit Concerns in Context

Private Credit Concerns in Context

Goldman Sachs’ Alex Blostein and Vivek Bantwal discuss the market sentiment, fundamentals, and the outlook for the private credit sector. This episode was recorded on March 19th and 20th. The opin...

23 Maalis 30min

Lloyd Blankfein on His Memoir Streetwise, Risk Management and Leadership

Lloyd Blankfein on His Memoir Streetwise, Risk Management and Leadership

Goldman Sachs’ culture has long been defined by its core values: partnership, client service, integrity, and excellence. Lloyd Blankfein, Senior Chairman of The Goldman Sachs Group Inc. and former Cha...

20 Maalis 30min

Emerging Markets: Stirred, But Not Yet Shaken

Emerging Markets: Stirred, But Not Yet Shaken

Goldman Sachs Research’s Kamakshya Trivedi analyzes the market’s reaction to the conflict in Iran and the case for emerging markets. This episode was recorded on March 12, 2026. The opinions and v...

18 Maalis 14min

Goldman Sachs International’s Co-CEOs on Europe’s Opportunity, AI, and Market Volatility

Goldman Sachs International’s Co-CEOs on Europe’s Opportunity, AI, and Market Volatility

Goldman Sachs International Co-CEOs Anthony Gutman and Kunal Shah discuss CEO sentiment, market volatility, and the case for Europe. This episode was recorded on March 12, 2026. The opinions and vi...

16 Maalis 27min

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