Arizona

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 12, 2023 by Trevor Houser · said 29 times in 16 episodes since 2022 · across every show →

Mentions by year

brought up most by Trevor Houser (4), Stephen Lacey (4), Tristan Doherty (3), Carrie Carnes (3), Mateo Jaramillo (2), Cristobal Undurraga (2), Varun Sivaram (1), Tyler Norris (1)

tap a year for its mentions
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0352022202320242025episodes it came up in
0022.5452022202320242025episodesmentions per episode
2025 7 mentions in 5 episodes 1 per episode
2024 8 mentions in 2 episodes 4 per episode
2023 9 mentions in 4 episodes 2 per episode
2022 5 mentions in 5 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Arizona, oldest first

Oct 12, 2023 bullish
Assertion Not checkable as stated
Houser: A third EV manufacturing hub is emerging in Nevada and Arizona
“What is surprising is we're starting to see this third EV manufacturing hub emerge in the U.S. Southwest, which has never really made cars before. Arizona, Nevada, tied to California, and a lot of the innovation economy in California, and it's, it appears to b…”
Trevor Houser Oct 12, 2023 ▶ 29:19 How is U.S. industrial policy affecting actual climatetech investment?
May 20, 2025 positive
Disclosure
LG Energy Solution moved Arizona ESS production to Michigan to start faster
“Instead of taking three or four years to build a complete greenfield battery factory in Arizona, we could take six to 12 months, take an existing shell, an existing building that had all the permitting done, and had all the infrastructure and all the utilities…”
Tristan Doherty May 20, 2025 ▶ 19:16 A former race car engineer on battery safety and supply chains [partner content]
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