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America

part of Americas

4 statements across 4 episodes · 1 bullish · 0 bearish · 4 people on the record · first statement Feb 22, 2024 by Tim Mills · across every show →

Everything said about America, oldest first

Feb 22, 2024 neutral
Assertion Supported
Mills: 95% to 98% of US transformers use grain-oriented steel
“The problem is about, I'm guessing, 95 to 98% of all the transformers that are being produced in America are using grain-oriented steel.”
Tim Mills Feb 22, 2024 ▶ 24:27 The electric transformer shortage
Jun 20, 2024 neutral
Assertion Open · timeframe Jun 2027
BYD has no plans to enter the US passenger vehicle market
“I know this from personal connection that BYD just isn't coming to America in the PV market at all.”
TP Huang (TP Wang) Jun 20, 2024 ▶ 29:12 Demystifying the Chinese EV market
Oct 8, 2024
Assertion Supported
McCoy: Minnesota's Duluth Complex contains 95% of America's nickel
“The Duluth complex actually where New Range is located, which is in northeastern Minnesota, contains 95% of America's nickel, 88% of Cobalt and 33% of our copper.”
Tanis McCoy Oct 8, 2024 ▶ 6:22 Giving tribes a stake in the critical minerals boom [partner content]
Jul 17, 2025 positive
Assertion Not checkable as stated
Lubershain: Wind energy is largely insulated from FEOC restrictions
“For wind projects, it's not a huge impact because it's very easy to source components from, you Non-China sources. There's plenty of, you know, wind turbine component manufacturing in America and Europe, et cetera.”
Andy Lubershane Jul 17, 2025 ▶ 6:46 Five big questions emerging from the OBBB
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