Saudi Arabia

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Apr 11, 2024 by Jason Bordoff · said 13 times in 11 episodes since 2022 · across every show →

Mentions by year

brought up most by Julio Friedmann (2), Dr. Michael Webber (2), Stephen Lacey (1), Shayle Kann (1), Rob Black (1), Pierre Lafarge (1), Leah Ellis (1), Josh Linville (1)

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2026 2 mentions in 1 episode
2025 3 mentions in 3 episodes 1 per episode
2024 2 mentions in 2 episodes 1 per episode
2023 3 mentions in 2 episodes 2 per episode
2022 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Saudi Arabia, oldest first

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?
May 2, 2024 positive
Assertion Supported
Friedmann: SABIC in Saudi Arabia already recycles CO2 into urea fertilizer
“One of them is urea, which is a massive fertilizer market today. That is super cheap and easy to do, and in fact, there's a couple of big plants around the world that do that today. In Saudi Arabia, for example, SABIC, the chemical company there, has been taki…”
Julio Friedmann May 2, 2024 ▶ 33:53 CO2 utilization
May 14, 2026
Assertion Supported
Linville: One-Third of World's Tradable Urea Passes Through Strait of Hormuz
“About a third of the world's tradable urea gets exported through that waterway, and so we always look at the top 10 exporters in the world. That's who you really want to watch. Three of the world's biggest urea and anhydrous exporters sit behind the strait. Th…”
Josh Linville May 14, 2026 ▶ 15:10 Inside the global fertilizer crunch
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