Germany

17 statements across 16 episodes · 4 bullish · 2 bearish · 12 people on the record · first statement Dec 2, 2021 by Shayle Kann · said 103 times in 45 episodes since 2021 · across every show →

Mentions by year

brought up most by Shayle Kann (19), Anne-Sophie Corbeau (10), Jesse Jenkins (7), Nat Bullard (6), James McGinnis (6), Rebecca Dell (4), Dr. Daniel Yergin (4), Rafi Garabedian (3)

tap a year for its mentions
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0815202120222023202420252026episodes it came up in
001.57.5315202120222023202420252026episodesmentions per episode
2026 21 mentions in 7 episodes 3 per episode
2025 9 mentions in 5 episodes 2 per episode
2024 18 mentions in 12 episodes 2 per episode
2023 20 mentions in 9 episodes 2 per episode
2022 32 mentions in 11 episodes 3 per episode
2021 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Germany, oldest first

Dec 2, 2021
Assertion Supported
Kann: Aviation generates 2% to 3% of global greenhouse emissions
“So aviation represents somewhere in the range of two to three percent of global greenhouse gas emissions. If it were a country, its emissions would rank around sixth in the world, somewhere between Japan and Germany.”
Shayle Kann Dec 2, 2021 ▶ 1:40 A bumpy ride toward decarbonizing aviation
Jan 24, 2022 neutral
Assertion Supported
Dell: Germany Uses More Disposable Plastic Packaging Than Most EU Nations
“Germany uses more disposable plastic packaging per capita than almost any other country in Europe.”
Rebecca Dell Jan 24, 2022 ▶ 1:02:34 The many pathways to decarbonizing chemicals
Mar 31, 2022
Assertion Supported
Jenkins: European gas prices reached $26 per MMBTU versus $4 in US
“Where the United States was paying, you know, four dollars a million British thermal units or MMBTU for gas here in the U.S., at the same time, customers in Germany or Poland, you know, were paying like 26 dollars For MMBTU for gas.”
Jesse Jenkins Mar 31, 2022 ▶ 14:36 Can Europe quit Russian fossil fuel by next winter?
Jun 9, 2022 neutral
Assertion Partly supported
Friedmann: About 6% of Germany's electricity comes from biomass gasification
“They do that today in Germany. About six percent of the electricity is generated by biomass in a gasifier to syngas to a turbine.”
Julio Friedmann Jun 9, 2022 ▶ 18:45 From biowaste to “biogold”
Sep 22, 2022 neutral
Insight
Yergin: Energy security requires supply diversification, which adds unavoidable costs
“But I think the dominant theme of energy security, I think, always goes back to what Winston Churchill said when he converted the Royal Navy from coal to oil on the eve of the First World War. Safety said lies in variety and variety alone. In other words, dive…”
Dr. Daniel Yergin Sep 22, 2022 ▶ 31:39 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
Jun 1, 2023 neutral
Assertion Supported
China consumes roughly half of the world's annual copper supply
“So roughly China consumes 12 to 15 to thirteen million tons of copper per year. The U.S. Around one point into two million tons. And then Germany, Japan, and developed nations consume roughly a million tons per year.”
Cristobal Undurraga Jun 1, 2023 ▶ 19:15 Keeping copper from limiting the energy transition
Nov 30, 2023 neutral
Assertion Not checkable as stated
Woolley: US EV charging networks are concentrated while Europe's are fragmented
“The networks tend to be much more concentrated in the United States. So we have big networks that span across the entirety of the US. Versus in Europe, there is huge fragmentation. If you go to somewhere like Germany, there are literally hundreds of different …”
Nick Woolley Nov 30, 2023 ▶ 6:28 EV charging on both sides of the pond
Feb 1, 2024 positive
Assertion Supported
Cantor: US is second in EV volume behind China; major European markets hit 25-30% share
“Because the U.S. In terms of absolute market Sales was second after China, which is awesome. But if you look at Europe, you're seeing more in that 25% to 30% for UK, Germany, France, the major markets in Europe.”
Corey Cantor Feb 1, 2024 ▶ 9:28 What’s really happening in the U.S. EV market?
Feb 15, 2024 neutral
Assertion Supported
Bullard: China's 2022 thermal peak surge equaled Germany's entire peak capacity
“And the instantaneous year-on-year or year-on-year gap up in peak demand in China from the thermal fleet was the size of Germany's peak capacity.”
Nat Bullard Feb 15, 2024 ▶ 16:05 More 2024 trends: ESG, carbon certifications, curtailment, and AI
May 2, 2024 neutral
Assertion Contradicted
Friedmann: German pipeline opposition forces CO2 transport onto Rhine river barges
“We're seeing that happening right now in Europe, where basically, instead of doing pipelines, they're doing barges. They're putting CO₂ on boats and shipping it down the Rhine, and the reason why is because they can't get a pipeline through Germany. Like, Germ…”
Julio Friedmann May 2, 2024 ▶ 45:07 CO2 utilization
Jun 20, 2024 bearish
Opinion
Huang: Germany and Japan lack software talent for competitive EVs
“Part of the mistake they made is they never had like a really competitive software industry. So when we have this shift going from a mechanical gas car to something that's more electrical and software driven to something that have AI in the future, they don't …”
TP Huang Jun 20, 2024 ▶ 35:21 Demystifying the Chinese EV market
Jun 27, 2024 neutral
Assertion Supported
Horne: Commercial closed-loop pilot in Germany requires 80 kilometers of drilling
“So the system, they're drawing a closed loop system, sort of the first commercial pilot or whatever in Germany right now, which they're planning. 80 kilometers of holes, if I remember that number correctly, which is feasible but quite expensive.”
Dr. Roland Horne Jun 27, 2024 ▶ 21:38 Going deep on next-gen geothermal
Aug 2, 2024 neutral
Assertion Not checkable as stated
Dell: Six large-scale hydrogen DRI steel projects are under development globally
“Now maybe we can claim that there are six, kind of, Serious, large-scale hydrogen DRI projects that are underdeveloped development, underdevelopment development around the world. There's two in Sweden, two in Germany, and two in the U.S.”
Rebecca Dell Aug 2, 2024 ▶ 39:54 Pathways to decarbonizing steel
Feb 6, 2025 bullish
Assertion Supported
Bullard: China exported 6.4 million vehicles in 2024, outpacing global rivals
“China exported 6.4 million vehicles last year five and a half million passenger cars. Two million of those were electric vehicles. This is far above any other country's export capability. You know, it's more than Japan exports. It's more than Germany exports. …”
Nat Bullard Feb 6, 2025 ▶ 33:26 More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
Jan 22, 2026 negative
Assertion Supported
US residential solar costs are three times higher than Australia or Germany
“Yeah, you were, congratulations at costing thrice what it costs in Australia or Germany, neither of which are particularly low-cost markets for anything.”
Nat Bullard Jan 22, 2026 ▶ 13:59 More 2026 trends: Solar costs, oil oversupply, and the startup slump
Jan 29, 2026 bullish
Prediction Open · timeframe Jan 2036
McGinnis: US will deploy tens of gigawatts of plug-in DERs by 2036
“Again, if you look to Germany, like, doing a gigawatt in a handful of years in what is a much smaller, you know, country than ours, it wouldn't shock me to see tens of gigawatts deployed in the next five to 10 years in the US where that's actually making a mea…”
James McGinnis Jan 29, 2026 ▶ 30:22 The rise of permissionless DERs
Jan 29, 2026 positive
Assertion Partly supported
McGinnis: Germany adopted 4M balcony solar units exceeding 1GW in four years
“And really remarkable there is in the last four years or so they've seen four million of these systems adopted. So four million in homes or apartments, wherever you think about it. Whereas that's about the same size as the traditional single-family installs, w…”
James McGinnis Jan 29, 2026 ▶ 22:12 The rise of permissionless DERs
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