Mitsubishi

includes Mitsubishi Heavy Industries

0 statements across 0 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Jun 20, 2024 by TP Huang · said 19 times in 11 episodes since 2022 · across every show →

Mentions by year, the whole family

brought up most by Shayle Kann (4), Julio Friedmann (4), Paul Lambert (3), Tony Brough (2), Akshat Rathi (2), TP Huang (TP Wang) (1), Rob Hanson (1), Jigar Shah (1)

tap a year for its mentions
005210420222023202420252026episodesmentions
02420222023202420252026episodes it came up in
001.322.5420222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 10 mentions in 4 episodes 3 per episode
2024 4 mentions in 2 episodes 2 per episode
2023 1 mention in 1 episode
2022 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Mitsubishi, oldest first

Jun 20, 2024 bearish
Prediction Not checkable as stated
Huang: Nissan and Mitsubishi might not exist in 10 years
“Like, who knows? In 10 years, there might not be a Nissan out there. There might not be a Mitsubishi.”
TP Huang Jun 20, 2024 ▶ 36:03 Demystifying the Chinese EV market
Apr 17, 2025 positive
Assertion Supported
Friedmann: Fluor, SLB, Shell, and Mitsubishi offer fully commercial 10Mt carbon capture
“There's a handful of companies that will today sell you a big facility with a performance guarantee and a wrapper, and they will sell you like up to ten million tons of capture a year. They will sell you big facilities. These are Fleur, Schlumberger Acker, She…”
Julio Friedmann Apr 17, 2025 ▶ 22:55 Serving data center load with carbon capture
Jun 5, 2025 bullish
Assertion Supported
Kann: Turbine makers Mitsubishi, Siemens, and GE Vernova are sold out
“Between the relaxation of emissions constraints and the rapid load growth that we've discussed innumerable times on this podcast before, perhaps the biggest winners are the companies like Mitsubishi, Siemens, and GE Vernova who make turbines. Of course, one re…”
Shayle Kann Jun 5, 2025 ▶ 2:32 The gas turbine crunch
Oct 16, 2025 neutral
Prediction Not checkable as stated
Rathi: The nuclear reactor market will remain fragmented via national champions
“I think there'll be national champions and more of them, whereas Siemens GE and Mitsubishi are more than national champions.”
Akshat Rathi Oct 16, 2025 ▶ 40:51 Calibrating hype with Akshat Rathi
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