Southeast Asia

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 22, 2023 by Ethan Zindler · said 35 times in 18 episodes since 2022 · across every show →

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brought up most by Shayle Kann (18), Nat Bullard (5), Scott Moskowitz (3), TP Huang (TP Wang) (1), Leah Ellis (1), Kim Zou (1), Jeff Waters (1), Jason Bordoff (1)

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2026 8 mentions in 3 episodes 3 per episode
2025 6 mentions in 3 episodes 2 per episode
2024 8 mentions in 7 episodes 1 per episode
2023 10 mentions in 3 episodes 3 per episode
2022 3 mentions in 2 episodes 2 per episode

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Everything said about Southeast Asia, oldest first

Jun 22, 2023 neutral
Prediction Held up
Zindler: Future direct US solar competition will primarily be Southeast Asia
“Actually a lot of the competition is probably going to become more from Southeast Asia than it is from, directly from, I mean, China, of course, will be a huge part of the story because they're the ones who are driving the total scale and the whole pie getting…”
Ethan Zindler Jun 22, 2023 ▶ 32:43 Building out a U.S. solar supply chain
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