Russia

19 statements across 11 episodes · 1 bullish · 9 bearish · 11 people on the record · first statement Mar 31, 2022 by Jesse Jenkins · said 223 times in 34 episodes since 2022 · across every show →

Mentions by year

brought up most by Shayle Kann (118), Jason Bordoff (32), Scott Nolan (14), Stephen Lacey (9), Dr. Daniel Yergin (9), Kurt House (6), Josh Linville (4), Shanu Matthew (3)

tap a year for its mentions
007581501520222023202420252026episodesmentions
081520222023202420252026episodes it came up in
0057.5101520222023202420252026episodesmentions per episode
2026 30 mentions in 5 episodes 6 per episode
2025 4 mentions in 3 episodes 1 per episode
2024 9 mentions in 4 episodes 2 per episode
2023 42 mentions in 8 episodes 5 per episode
2022 138 mentions in 14 episodes 10 per episode

every mention, scene by scene, with the transcript →

Everything said about Russia, oldest first

Mar 31, 2022 negative
Assertion Supported
Jenkins: Gazprom kept its European gas storage assets exceptionally low pre-invasion
“Gazprom, the Russian gas company, owns a lot of storage assets for natural gas in Europe, and if you look at the storage volumes for Gazprom-owned storage assets in Europe, they were much lower than the average for other assets at the time, so it's almost as i…”
Jesse Jenkins Mar 31, 2022 ▶ 13:34 Can Europe quit Russian fossil fuel by next winter?
Mar 31, 2022
Assertion Supported
Jenkins: EU imports 25% of oil and 40% of gas from Russia
“European Union's, 27 members get about a quarter of their oil from Russia, and about 40% of all natural gas consumed in the EU is imported from Russia as well.”
Jesse Jenkins Mar 31, 2022 ▶ 5:47 Can Europe quit Russian fossil fuel by next winter?
Apr 21, 2022 neutral
Assertion Partly supported
House: Russia is world's second-largest producer of nickel and cobalt
“Russia's the number two nickel producer in the world. It's also the number two Cobalt producer in the world.”
Kurt House Apr 21, 2022 ▶ 19:03 The great rush for battery metals
Jul 7, 2022 negative
Assertion Supported
Lacey: Lithium prices rose fivefold in a year and Russia supplies 10% of nickel
“Lithium prices have risen fivefold since April of last year. Nickel is also a particular concern because Russia supplies 10% of the world's nickel, and that's another key component in lithium ion batteries.”
Stephen Lacey Jul 7, 2022 ▶ 3:17 The Carbon Copy: Get ready for the battery recycling boom
Sep 22, 2022
Assertion Supported
Yergin: Russia's share of India's oil imports jumped from 1% to 20%
“Russia used to supply one percent of India's oil. Now it's supplying 20% of India's oil.”
Dr. Daniel Yergin Sep 22, 2022 ▶ 18:50 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
Sep 22, 2022
Assertion Supported
Yergin: Europe consumed 40% of Russian gas and half its oil exports
“Russia was supplying 38 to 40% of Europe's gas. Half of Russia's oil exports went to Europe.”
Dr. Daniel Yergin Sep 22, 2022 ▶ 18:24 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
Sep 22, 2022 bearish
Prediction Not checkable as stated
Yergin: Russia will become China's dependent junior partner within four years
“Being cut off from technology will show up over three or four years, and it will have lost its most important market, so I don't think it's going to be an energy superpower in the way that it's been in the past, and it's going to be very dependent on China. An…”
Dr. Daniel Yergin Sep 22, 2022 ▶ 19:28 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
Sep 22, 2022 neutral
Assertion Supported
Yergin: Russia is earning more from energy in 2022 than in 2021
“One is the fact that Russia is making more money out of energy this year than it did last year.”
Dr. Daniel Yergin Sep 22, 2022 ▶ 35:26 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
Jan 12, 2023 bearish
Opinion
Corbeau: Energy trust between Europe and Russia is permanently dead
“The first one is that the trust which kind of existed between Europe and Russia is dead. I mean, this is never going to be restored again.”
Anne-Sophie Corbeau Jan 12, 2023 ▶ 26:19 Natural gas whiplash
Jan 12, 2023 negative
Assertion Partly supported
Russia withheld European gas supplies months before the invasion of Ukraine
“Russia was actually not booking more capacity in order to send gas to the market. So we had the impression that they were a little bit withholding, you know, gas supplies.”
Anne-Sophie Corbeau Jan 12, 2023 ▶ 14:43 Natural gas whiplash
Jan 12, 2023 negative
Assertion Not checkable as stated
The EU did not voluntarily cut Russian gas; Putin cut supplies
“The European Commission is always very prompt at saying, uh-oh, We have been very successful at reducing our imports of Russian gas. I mean, look, you know, they have been really down. And I'm saying, well, I am very sorry, but actually you have not Mr. Putin …”
Anne-Sophie Corbeau Jan 12, 2023 ▶ 23:06 Natural gas whiplash
Apr 11, 2024 neutral
Assertion Partly supported
Bordoff: Mineral production is significantly more concentrated than global crude oil
“So the top producers of oil in the world, the US, Saudi Arabia, and Russia, each produce roughly 10% of global crude oil supply. The top producer Of lithium, of cobalt, of rare earths. Each of those, the top producers, each of those produces more than half, an…”
Jason Bordoff Apr 11, 2024 ▶ 38:50 The Big Switch: Are Batteries the New Oil?
Aug 29, 2024
Assertion Supported
Bredariol: Nine countries account for 75% of global gas flaring
“For over decades, Gas flaring around the world is concentrated in nine countries. That's Russia, Iran, Iraq, the United States, Venezuela, Algeria, Libya, Nigeria, and Mexico. If we look at data for last year, these top nine countries were responsible for abou…”
Tomas de Oliveira Bredariol Aug 29, 2024 ▶ 12:34 Why are we still flaring gas?
Oct 16, 2025 negative
Assertion Supported
Rathi: Russia and China alone have functioning civilian small modular reactors
“But the reality is the only countries that have functioning civilian small modular reactors are Russia and China.”
Akshat Rathi Oct 16, 2025 ▶ 37:19 Calibrating hype with Akshat Rathi
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
Apr 2, 2026 neutral
Assertion Supported
Nolan: US waiver process for Russian uranium imports expires January 1, 2028
“Well, in, in twenty-twenty-four, there was a Russian uranium imports ban passed by Congress, and so there's a waiver process that's ongoing right now where the Secretary of Energy can waive the ban. If a utility needs it and there's not another source, which h…”
Scott Nolan Apr 2, 2026 ▶ 14:21 Building a domestic nuclear fuel supply chain
Apr 2, 2026 bearish
Assertion Partly supported
Nolan: US has no commercial-scale domestic enrichers, relies on Europe and Russia
“If you look at enrichment today and what the U.S. Consumes, It's about 75% Europe, European producers and it's about 25% Russia. And so we can talk about the history of how we got here, but there's no commercial at scale U.S. Producer operating anywhere. There…”
Scott Nolan Apr 2, 2026 ▶ 13:04 Building a domestic nuclear fuel supply chain
May 14, 2026 bearish
Assertion Supported
Linville: Nitrogen and phosphate markets were already tight before Hormuz disruption
“The problem is, if you go back to January one, nitrogen markets and phosphate markets were already dealing with supply tightness because of European production rates, because of a lack of Chinese exports, because the ongoing Russian-Ukraine war.”
Josh Linville May 14, 2026 ▶ 4:38 Inside the global fertilizer crunch
May 14, 2026 positive
Assertion Supported
Linville: India partnered with Russia on a dedicated urea production plant
“India has partnered with Russia To do a partnership facility based in Russia with the tons all flowing to India.”
Josh Linville May 14, 2026 ▶ 31:48 Inside the global fertilizer crunch
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