South Africa
5 statements across 5 episodes · 0 bullish · 2 bearish · 5 people on the record · first statement Oct 27, 2022 by Kate Steele · said 9 times in 8 episodes since 2022 · across every show →
Mentions by year
brought up most by Varun Sivaram (2), Scott Moskowitz (1), Nat Bullard (1), Michael Dunne (1), Kate Steele (1), Julio Friedmann (1), Jenny Chase (1), Dr. Melissa Lott (1)
tap a year for its mentions
2026 2 mentions in 2 episodes 1 per episode
2024 2 mentions in 2 episodes 1 per episode
2023 1 mention in 1 episode
2022 4 mentions in 3 episodes 1 per episode
Everything said about South Africa, oldest first
Oct 27, 2022 neutral
Dec 1, 2022 negative
Jan 5, 2023 neutral
Friedmann: Ammonia power generation will be limited to select Asian economies
“I do think it's going to be unusual to It's going to be big in those economies, but not the rest of the world. India is not going to do this. The US is not going to do this. South Africa is not going to do this. They have other options. And so ammonia is a pow…”
Feb 8, 2024 negative
Bullard: Developing markets face 11% to 13% energy cost of capital
“The adders onto the risk-free rate could be, Adjustments for currency risk. Adjustments for sovereign risk. And you'll be at the point where your cost of capital is 11% or 13%. Like, it does happen in markets like South Africa or like India.”