Canada

5 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Sep 29, 2022 by Sam Jaffe · said 74 times in 39 episodes since 2022 · across every show →

Mentions by year

brought up most by Shayle Kann (7), Sam Jaffe (7), Dr. Chris Bataille (6), Dr. Leah Stokes (5), Brandon Moffat (5), Scott Nolan (4), Nat Bullard (4), Julio Friedmann (3)

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081520222023202420252026episodes it came up in
001.37.52.51520222023202420252026episodesmentions per episode
2026 17 mentions in 7 episodes 2 per episode
2025 7 mentions in 5 episodes 1 per episode
2024 12 mentions in 8 episodes 2 per episode
2023 18 mentions in 11 episodes 2 per episode
2022 20 mentions in 8 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Canada, oldest first

Sep 29, 2022 bullish
Prediction Not checkable as stated
Jaffe: IRA pushes lithium processing to US, Canada, Australia, and Chile
“So there will be a big push towards hydroxide processing probably in Australia, in Chile but also in the U.S. And Canada.”
Sam Jaffe Sep 29, 2022 ▶ 13:38 Is the Inflation Reduction Act a win for EVs and batteries?
Mar 23, 2023
Assertion Partly supported
Moffat: Canadian natural gas delivers 8,000 petajoules versus 3,000 for electricity
“I think the north, or the Canadian electricity grid on a total energy basis is like two to 3000 petajoules of energy. The natural gas system for both home heating and industrial use is like 8000 petajoules, and so you're not going to be able to get away from g…”
Brandon Moffat Mar 23, 2023 ▶ 18:05 Betting big on renewable natural gas
Feb 15, 2024 negative
Assertion Supported
Bullard: Hydropower capacity factors declined significantly across Canada and the EU
“Canada's gone from, like, about a 60% capacity factor to a little over 50. The EU has gone from mid-thirties to mid-twenties capacity factor for hydropower.”
Nat Bullard Feb 15, 2024 ▶ 14:10 More 2024 trends: ESG, carbon certifications, curtailment, and AI
Apr 18, 2024
Assertion Supported
Grabow: Dominion staged Virginia offshore wind pilot from Canada
“And in fact this is what Dominion Energy did for their offshore wind demonstration project off the coast of Virginia a few years ago They installed, I think, two turbines, and they did the whole, they ran the whole thing out of Canada, I think St. John, Canad…”
Colin Grabow Apr 18, 2024 ▶ 23:23 How an obscure, 100-year old law is disrupting U.S. energy
May 14, 2026 positive
Assertion Supported
Linville: North America is self-sufficient across major fertilizers except urea
“We are self-sufficient on potash. From a Canadian standpoint, they are the biggest producer and exporter in the world. We are mostly self-sufficient on phosphate as the spring season has shown. UAN and anhydrous, both nitrogen products, we produce almost all t…”
Josh Linville May 14, 2026 ▶ 6:47 Inside the global fertilizer crunch
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