Russia, every mention

66 scenes · ← back to Russia

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every year anyone Shayle Kann 118Jason Bordoff 32Scott Nolan 14Stephen Lacey 9Dr. Daniel Yergin 9Kurt House 6Josh Linville 4Shanu Matthew 3Julio Friedmann 3Jesse Jenkins 3

Verbatim, from the transcripts: the passages where Russia comes up

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Surprising trends in global electricity generation Jun 4, 2026 · 1 mention

Inside the global fertilizer crunch May 14, 2026 · 11 mentions

  • ▶ 1:40 Shayle Kann Europe is still running nitrogen at around 75% of capacity because of gas costs that have been high tracing back to twenty-twenty-two and the Russian invasion of Ukraine.
  • ▶ 4:38 Josh Linville 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…
  • ▶ 12:11 Shayle Kann Then there's Europe and the Ukraine-Russia situation. 5 times in the scene
  • ▶ 28:54 Shayle Kann Is there, I presume, so, you know, when Russia invaded Ukraine and gas became tight in Europe, then, of course, there's been a big conversation in Europe about, uh, self-sufficiency from an energy perspective, and that has resulted in lots…
  • ▶ 31:53 Josh Linville To do a partnership facility based in Russia with the tons all flowing to India. 3 times in the scene

Building a domestic nuclear fuel supply chain Apr 2, 2026 · 16 mentions

  • ▶ 0:38 Shayle Kann People are talking about it more, especially as folks start to wake up to the choke points that currently exist in that supply chain and our reliance in certain areas of that supply chain on countries like Russia, surprisingly enough, and…
  • ▶ 13:12 Scott Nolan It's about 75% Europe, European producers, um, and it's about 25% Russia. 10 times in the scene
  • ▶ 22:32 Scott Nolan Uh, you would have to purchase it from Russia, and so that's what actually triggered me looking into the space. 4 times in the scene
  • ▶ 30:14 Shayle Kann Like, if we believe we're going to need these advanced reactors, and there's this chicken or egg problem of, like, there's no fuel, at least domestically, or outside Russia, for that matter, um, then, yeah, like, great for the government…

Scaling America's domestic solar supply chain Mar 19, 2026 · 1 mention

  • ▶ 30:07 Scott Moskowitz Energy type situation, which we saw after Russia had invaded Ukraine several years ago, in which electricity prices went up around the world as a result of gas, you know, changes in supply to natural gas, and in Europe, specifically, that…

Digging deep for super hot geothermal Mar 5, 2026 · 1 mention

Driving down the cost of green hydrogen Nov 13, 2025 · 1 mention

Calibrating hype with Akshat Rathi Oct 16, 2025 · 2 mentions

  • ▶ 37:19 Akshat Rathi But the reality is the only countries that have functioning civilian small modular reactors are Russia and China. 2 times in the scene

The story of steam Jun 19, 2025 · 1 mention

  • ▶ 30:36 Addison Stark No longer do you have a ready and plentiful access to pipeline gas coming in from Russia.

Why are we still flaring gas? Aug 29, 2024 · 4 mentions

  • ▶ 12:41 Tomas de Oliveira Bredariol That's Russia, Iran, Iraq, the United States, Venezuela, Algeria, Libya, Nigeria, and Mexico. 2 times in the scene
  • ▶ 29:40 Shayle Kann I'm not sure we can solve flaring in Iran immediately, or, or maybe Russia certainly should be able to, you know, go from being a relatively good actor to a great actor in the United States and some other countries. 2 times in the scene

The Big Switch: Are Batteries the New Oil? Apr 11, 2024 · 1 mention

  • ▶ 38:50 Jason Bordoff So the top producers of oil in the world, the US, Saudi Arabia, and Russia, each produce roughly 10% of global crude oil supply.

Climate tech’s tough year in the public markets Mar 14, 2024 · 3 mentions

  • ▶ 8:48 Shanu Matthew There was the period of high energy prices caused by disruptions to the global, uh, geoeconomic environment, which includes, you know, the Russian invasion of Ukraine, as well as supply chain complications from COVID- 2 times in the scene
  • ▶ 32:34 Shanu Matthew In Europe, you saw, you know, a really rapid rise in overall residential solar adoption from the Russian major Ukraine, really spurring up energy prices.

What’s really happening in the U.S. EV market? Feb 1, 2024 · 1 mention

Update: What the new Treasury rules mean for EV supply chains Dec 7, 2023 · 1 mention

  • ▶ 6:32 Sam Jaffe For the purposes of the, the tax credits, and, ah, they, they list out what makes a foreign entity of concern, which is essentially a company in China, Russia, North Korea, or Iran, and they, they go into some more detail about that, such…

The cost of nuclear Nov 16, 2023 · 2 mentions

  • ▶ 8:45 Jessica Lovering Um, but we're also seeing, you know, places that already have a lot of experience with nuclear are looking to expand or build new projects in light of recent energy crisis after the Russian invasion of Ukraine and the shutoff of Russian
  • ▶ 45:10 Jessica Lovering Changing course on nuclear because of the realities of, um, energy needs and natural gas, um, particularly after the Russian invasion of Ukraine really got people thinking differently about energy security, and kind of pulls us back to…

The early days of transoceanic hydrogen transport Jul 13, 2023 · 1 mention

A theory of change for climate investing [partner content] Mar 8, 2023 · 1 mention

  • ▶ 0:24 Stephen Lacey Russia's war caused supply shortages, and oil consumption in twenty-twenty-two outpaced production, bringing high prices, windfall profits for oil majors, and a boon for investors.

More 2023 trends: EVs, onshoring, and the three ages of decarbonization Mar 2, 2023 · 1 mention

  • ▶ 20:21 Shayle Kann On the other hand, you could also imagine that, like, there was this confluence of events that made this particularly acute right now, ranging from Russia, Ukraine to

Mailbag episode! Biotech, layoffs, battery recycling and more Feb 2, 2023 · 1 mention

  • ▶ 20:41 Shayle Kann We've had Russia invading Ukraine and, you know, this spike in natural gas prices and disruptions, the energy markets.

Natural gas whiplash Jan 12, 2023 · 30 mentions

  • ▶ 7:39 Anne-Sophie Corbeau Pipeline suppliers, especially Russia, and you have on the other side LNG. 2 times in the scene
  • ▶ 9:27 Shayle Kann Fast forward to 20, 21 and things, and this is, this is prior to Russia invading Ukraine. 6 times in the scene
  • ▶ 19:21 Shayle Kann Uh, prior to Russia invading Ukraine, then Russia actually invades Ukraine. 18 times in the scene
  • ▶ 29:06 Shayle Kann We saw Russia invade Ukraine. 4 times in the scene

Ammonia: the beer of decarbonization Jan 5, 2023 · 5 mentions

  • ▶ 10:30 Julio Friedmann That one's actually shut down now, so, uh, but there's a third one that's only 2000 miles long that's in Russia, same thing, takes fertilizer from, you know, the gas regions of Russia into, uh, other parts of Russia and Europe, 3 times in the scene
  • ▶ 50:12 Shayle Kann Big impacts on the human population, the most recent example of which being, you know, the Russia-Ukraine situation resulted in the shutdown of a bunch of ammonia factories, both in Russia and Ukraine, but also in Europe because natural… 2 times in the scene

Solving the conundrum of industrial heat Dec 8, 2022 · 1 mention

  • ▶ 37:18 John O'Donnell In Europe's sprint to get off Russian gas, the building out, the build out is the big issue.

Unpopular solar opinions, 2022 edition Dec 1, 2022 · 2 mentions

  • ▶ 26:41 Jenny Chase Possibly in America, you don't realize how much we are absolutely freaking out about the dependence on Russian gas and the high power prices this summer. 2 times in the scene

Unleashing the magic of heat pumps Nov 10, 2022 · 1 mention

  • ▶ 24:11 Shayle Kann So I haven't run the numbers to figure out whether this is a mathematically driven thing, or whether it's more of a, like, let's all get on board with getting off of Russian gas, because we know this is going to be a problem for us until…

What’s holding up hydrogen in Europe? Oct 20, 2022 · 4 mentions

  • ▶ 3:07 Shayle Kann But third, and it's a big one, is Russia's invasion of Ukraine, which has completely upended the energy market in a variety of ways that will have long-term ramifications for the hydrogen market in that region.
  • ▶ 4:19 Shayle Kann Let's talk about hydrogen in Europe, uh, and I want to start with a flashback not that long ago, uh, and let's talk about, you know, a year ago or so before Russia invaded Ukraine. 3 times in the scene

Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire? Sep 22, 2022 · 41 mentions

  • ▶ 0:34 Shayle Kann Um, and we're in this moment today where there's a lot going on in sort of the global world of energy, uh, in particular because of Russia's invasion of Ukraine and the war there, the knock-on effects both on energy markets and on mineral…
  • ▶ 1:23 Jason Bordoff Winter is coming, and the energy crisis that is afflicting Europe and other parts of the world is worsening in the wake of Russia's invasion of Ukraine. 2 times in the scene
  • ▶ 7:43 Jason Bordoff Yeah, I want to talk about how it's going to be different than the one before, but, but I think one of the things you just said that's interesting and important to focus on is we've had this horrible aggression, unjustified aggression of… 7 times in the scene
  • ▶ 10:49 Dr. Daniel Yergin And then he figured the Europeans were so dependent on Russian energy that they would just kind of wave things on. 7 times in the scene
  • ▶ 17:20 Dr. Daniel Yergin He did not accept Ukraine as an independent country, and, you know, in the new map, I have that sentence there, saying that Ukraine was going to blow up as the issue for all of those reasons between, uh, Russia and the West, and that's…
  • ▶ 18:05 Jason Bordoff If, if it needed an epilogue now, maybe it does as a result of Russia's invasion of Ukraine. 10 times in the scene
  • ▶ 32:47 Dr. Daniel Yergin Of Russian oil now.
  • ▶ 33:21 Jason Bordoff Uh, prices have eased off for a variety of reasons, including an expectation that Russian supply would be disrupted that really hasn't played out. 12 times in the scene

What the Inflation Reduction Act of 2022 would mean for climatetech Aug 5, 2022 · 2 mentions

  • ▶ 36:22 Jesse Jenkins None of the battery, the materials content or the batteries can come from an entity of foreign concern, which is defined in some other bill as basically China, Russia, Iran, North Korea. 2 times in the scene

The Carbon Copy: Get ready for the battery recycling boom Jul 7, 2022 · 7 mentions

  • ▶ 1:48 Stephen Lacey More than three months after Russia invaded Ukraine, you don't have to look far to see the economic impact. 5 times in the scene
  • ▶ 10:50 Stephen Lacey And then Russia invades Ukraine. 2 times in the scene

Which tech is overhyped, underhyped and just right? Jun 23, 2022 · 1 mention

  • ▶ 24:10 Stephen Lacey And historically, it's been an environmental question, a fairly necessary environmental question, but now with commodity prices going through the roof with continued supply constraints because of Russia's invasion in Ukraine.

How will the downturn affect climate tech? May 19, 2022 · 1 mention

  • ▶ 34:29 Shayle Kann Sort of independently problematic situation in natural gas, thanks to Russia and Ukraine, uh, in addition to everything else, and so, whereas the climate tech infrastructure, or let's just say clean energy infrastructure, because that's…

Shayle’s “ask me anything” episode May 12, 2022 · 4 mentions

  • ▶ 14:29 Shayle Kann The fertilizer prices, um, are driven in large part by natural gas prices, and so natural gas prices, particularly in Europe, had already been up prior to Russia's invasion of Ukraine. 4 times in the scene

Hydrogen, meet salt cavern Apr 28, 2022 · 2 mentions

  • ▶ 25:05 Jigar Shah Yeah, no, I mean, it, it, it, there are layers of complexity here, and so, um, you know, like, for instance, on the ammonia side, right, you know, our swing producer on ammonia is really bringing in Russian gas via Ukraine fertilizer into… 2 times in the scene

The great rush for battery metals Apr 21, 2022 · 8 mentions

  • ▶ 18:50 Kurt House Um, but nickels produced in dozens of countries, uh, Indonesia, Canada, Australia, uh, Finland, Norway, Russia, uh, which is a problem. 2 times in the scene
  • ▶ 26:58 Kurt House The nickel, craziness in the nickel market that you refer to is, is, is acutely related to Russia. 4 times in the scene
  • ▶ 49:15 Shayle Kann Russia is a key player in some of these minerals. 2 times in the scene

Can Europe quit Russian fossil fuel by next winter? Mar 31, 2022 · 63 mentions

  • ▶ 2:34 Shayle Kann Nevertheless, I've sort of been feeling that way about the current situation with natural gas and oil and global energy geopolitics as it relates to Russia's invasion of Ukraine. 3 times in the scene
  • ▶ 4:46 Shayle Kann First, I want to talk about what was the state of affairs with regard to Russia's role 17 times in the scene
  • ▶ 12:15 Shayle Kann So invasion happens, Russia invades Ukraine. 8 times in the scene
  • ▶ 18:27 Shayle Kann So then Russia does invade Ukraine and does put boots on the ground. 15 times in the scene
  • ▶ 26:21 Shayle Kann But then there's also this sort of, the need, the fact that this has exposed this risk, particularly on Europe, uh, there's a broadly recognized need to reduce Europe's reliance on, on Russian 12 times in the scene
  • ▶ 32:45 Shayle Kann Like, if you had said to me a year ago, you know, Europe wants to get off of Russian gas, how long is that going to take? 3 times in the scene
  • ▶ 40:33 Jesse Jenkins So again, that's one percent of current, uh, Russian imports and a 10th of what we're going to do with LNG exports.
  • ▶ 42:26 Shayle Kann So it sounds like what you're saying is from a decarbonization perspective exclusively, the likely outcome here is probably a short-term increase in emissions, largely because of fuel switching in Europe, but a long-term acceleration of… 4 times in the scene

Will this carbon market boom be different? Mar 24, 2022 · 1 mention

  • ▶ 33:25 Nat Bullard You know, by the standards of, like, global finance, blockchains don't really scale the way that, say, SWIFT, which everybody has now heard of thanks to Russia's invasion of Ukraine, which processes forty-two million financial messages a…
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