Brazil

9 statements across 7 episodes · 3 bullish · 1 bearish · 6 people on the record · first statement Jan 26, 2024 by Charles Brooke · said 34 times in 15 episodes since 2022 · across every show →

Mentions by year

brought up most by Rafi Garabedian (15), Nat Bullard (6), Charles Brooke (3), Mike Grunwald (2), TP Huang (TP Wang) (1), Ryan Orbuch (1), Michael Dunne (1), Julio Friedmann (1)

tap a year for its mentions
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2026 2 mentions in 2 episodes 1 per episode
2025 20 mentions in 5 episodes 4 per episode
2024 10 mentions in 6 episodes 2 per episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Brazil, oldest first

Jan 26, 2024
Assertion Partly supported
Brooke: India holds roughly 20% of the world's cattle, followed by Brazil
“About a fifth [626] Charles Brooke: Of the cattle population is in India. [629] Charles Brooke: and that's followed by Brazil.”
Charles Brooke Jan 26, 2024 ▶ 10:24 Solving the cow burp problem
Feb 8, 2024 positive
Assertion Supported
Bullard: Amazon deforestation fell 60% from 2021 to 2023
“We had about 5000 square kilometers of deforestation in the Amazon last year, which is like 60% less than it was in the year 2021 and much less, like maybe a fifth of what it was or even less in the 19 nineties and in the early 2000.”
Nat Bullard Feb 8, 2024 ▶ 18:15 2024 trends: batteries, transferable tax credits, and the cost of capital
Feb 15, 2024 negative
Assertion Supported
Bullard: Brazil's hydro capacity factor dropped below 40% in 2021
“Brazil's hydro capacity factor went from almost 60% in the early 2010, To below 40% in twenty-twenty-one.”
Nat Bullard Feb 15, 2024 ▶ 13:32 More 2024 trends: ESG, carbon certifications, curtailment, and AI
Jun 20, 2024 neutral
Assertion Supported
Chinese EV makers prioritize Global South over Western export markets
“What you see is a lot of their attention are not really focused right now The Western countries, but rather a lot of the global South countries like Brazil, Thailand, Indonesia, Central Asia, probably a lot of the Middle Eastern countries, I would say. But tho…”
TP Huang (TP Wang) Jun 20, 2024 ▶ 30:07 Demystifying the Chinese EV market
Jan 23, 2025 positive
Opinion
Grunwald: Improving ranch land efficiency matters more than cattle feed additives
“It turns out it's not that hard to triple the efficiency, or sometimes even quadruple the efficiency of those cattle ranches, and that moves the needle a lot more than, you know, giving cattle, you know, feedlot cattle, you know, and remember, they're only in …”
Mike Grunwald Jan 23, 2025 ▶ 23:56 The climate-ag grab bag
Apr 24, 2025 neutral
Assertion Contradicted
Gariman: No heavy rare earth deposits in Brazil or elsewhere are mined today
“Some of the deposits in, let's say, Brazil and other countries do carry a good amount of heavy rare earth elements, but none of those deposits are being mined today.”
Ahmad Ghahreman Apr 24, 2025 ▶ 12:45 The geopolitics of rare earth elements
Nov 13, 2025
Assertion Supported
Garabedian: Brazil imports over 90% of its nitrogen, primarily from Russia
“Brazil, it turns out, imports over 90% of its nitrogen. Its biggest import partner for fertilizer is actually Russia.”
Rafi Garabedian Nov 13, 2025 ▶ 34:16 Driving down the cost of green hydrogen
Nov 13, 2025
Assertion Not checkable as stated
Garabedian: Electric Hydrogen can produce Brazilian ammonia at $700-$750/ton today
“Brazil's grid is around 90% green already. And power prices at least away from the coastal economic centers are quite low. 30 to 35 dollars a megawatt hour. That in and of itself allows us to make on the order of seven to 750 dollar a ton of ammonia today with…”
Rafi Garabedian Nov 13, 2025 ▶ 36:40 Driving down the cost of green hydrogen
Nov 13, 2025 bullish
Prediction Open · timeframe Dec 2032
Garabedian: Electric Hydrogen will beat fossil hydrogen costs by early 2030s
“Now, if you take our technology roadmap a little further out, and you think about scale and also improvements we have in our, coming in our technology, along with what we expect to see in terms of continued cost reduction in wind and solar, we think we can get…”
Rafi Garabedian Nov 13, 2025 ▶ 37:24 Driving down the cost of green hydrogen
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