Japan

15 statements across 14 episodes · 4 bullish · 1 bearish · 12 people on the record · first statement Dec 2, 2021 by Shayle Kann · said 126 times in 43 episodes since 2021 · across every show →

Mentions by year

brought up most by Sam Jaffe (20), Anne-Sophie Corbeau (20), Julio Friedmann (15), Nat Bullard (13), Shayle Kann (8), Jeff Waters (6), Hans Smit (5), Stephen Lacey (4)

tap a year for its mentions
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0815202120222023202420252026episodes it came up in
0047.5815202120222023202420252026episodesmentions per episode
2026 12 mentions in 7 episodes 2 per episode
2025 21 mentions in 6 episodes 4 per episode
2024 13 mentions in 11 episodes 1 per episode
2023 63 mentions in 10 episodes 6 per episode
2022 13 mentions in 7 episodes 2 per episode
2021 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Japan, 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
Dec 23, 2021 positive
Disclosure
Hsu: Singapore and Japan are optimal early target markets for commercial fusion
“In fact, we identified, you know, these types of places exactly. Singapore, Japan, you know, highest electricity prices of today. As a good first market for fusion.”
Dr. Scott Hsu Dec 23, 2021 ▶ 39:45 Is nuclear fusion getting close?
Oct 20, 2022 neutral
Assertion Supported
Fleece: Liquefied hydrogen is already transported between Australia and Japan
“Actually liquefied hydrogen is already being transported between Australia and Japan.”
Gnevamir Fleece Oct 20, 2022 ▶ 27:54 What’s holding up hydrogen in Europe?
Jan 5, 2023 positive
Prediction Open · timeframe Jan 2028
Friedmann: Japan will use ammonia in its steel mills
“Japan is going to be putting ammonia into its steel mills”
Julio Friedmann Jan 5, 2023 ▶ 31:12 Ammonia: the beer of decarbonization
Apr 6, 2023 neutral
Opinion
Jaffe: US-Japan trade deal was a concession to qualify Tesla for tax credits
“Essentially this was a bone that was thrown to Tesla. Because Tesla makes its battery cells in North America with Panasonic. It makes some of its materials in North America. The electrolyte is made here, the separator, the cans, some other things are made in N…”
Sam Jaffe Apr 6, 2023 ▶ 28:05 What the new Treasury rules mean for EV supply chains
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
Jul 13, 2023 neutral
Assertion Not checkable as stated
Corbeau: China is absent from bilateral hydrogen export deals
“There have been a lot of deals being signed by a certain number of European countries, Japan, Korea, with potential exporters of hydrogen, but China has been relatively absent of all those deals.”
Anne-Sophie Corbeau Jul 13, 2023 ▶ 10:05 The early days of transoceanic hydrogen transport
Jul 13, 2023 neutral
Assertion Supported
Corbeau: Japan's Hydrogen Strategy Envisages 20% Ammonia Co-Firing with Coal
“When you are looking at, you know, the Japanese hydrogen strategy, they do envisage to use that combined with coal. So right now they are looking at coal firing with 20% of ammonia, and this is why it could be potentially a bigger market for ammonia.”
Anne-Sophie Corbeau Jul 13, 2023 ▶ 30:16 The early days of transoceanic hydrogen transport
Apr 18, 2024 neutral
Assertion Partly supported
Grabow: Foreign shipyard workers earn more than Americans despite building cheaper ships
“Well, the data suggests, actually, that workers in South Korea and Japan and Europe, they make more than Americans, and yet the ships are still significantly cheaper, so that's interesting.”
Colin Grabow Apr 18, 2024 ▶ 11:35 How an obscure, 100-year old law is disrupting U.S. energy
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
Jan 30, 2025 neutral
Assertion Partly supported
Bullard: China imported over 13 million barrels of oil daily in 2023
“China has, in quick succession, blown past Japan and the United States, especially because the U.S. Had been on a downward trajectory, and then past the EU in terms of oil imports, and it imports, like, more than thirteen million barrels a day as of twenty-twe…”
Nat Bullard Jan 30, 2025 ▶ 19:23 2025 trends: aerosols, oil demand, and carbon removal
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
Assertion Supported
Bullard: China manufactures 42% of passenger cars, topping Japan's historical peak
“For the first three quarters of last year about 42% of all passenger vehicle manufacturing is in China last year. That's higher than the ratio for Japan ever was back in its heyday.”
Nat Bullard Jan 22, 2026 ▶ 18:50 More 2026 trends: Solar costs, oil oversupply, and the startup slump
Mar 30, 2026 positive
Assertion Supported
McAvoy: Tokyo FCR battery capacity prices reach $200,000 per megawatt
“Like in some areas, it is like 200,000 dollars, like per megawatt, with a service called FCR in Tokyo.”
Sean McAvoy Mar 30, 2026 ▶ 9:44 Battery booms and the rise of flexibility [partner content]
Jun 4, 2026
Assertion Supported
Fulgham: Japan and Korea committed to faster renewables buildout to exit gas
“Japan and Korea in a slight panic have already committed to a much faster build out of renewables to get away from gas as quickly as possible. Almost all of their gas is imported LNG.”
Nick Fulgham Jun 4, 2026 ▶ 43:27 Surprising trends in global electricity generation
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