Southeast Asia, every mention
25 scenes · ← back to Southeast Asia
tap a year for its mentions
every year anyone Shayle Kann 18Nat Bullard 5Scott Moskowitz 3TP Huang (TP Wang) 1Leah Ellis 1Kim Zou 1Jeff Waters 1Jason Bordoff 1Gnevamir Fleece 1Ethan Zindler 1
Verbatim, from the transcripts: the passages where Southeast Asia comes up
How China is reshaping the global auto market
- ▶ 0:52 Shayle Kann But everywhere else, Chinese automakers are reshaping markets across Europe, Southeast Asia, Latin America, essentially the entire world.
Scaling America's domestic solar supply chain
- ▶ 5:51 Shayle Kann And then China kind of expanded out as a result of tariffs, mostly from China to like Southeast Asia. 2 times in the scene
- ▶ 9:05 Scott Moskowitz They largely shifted to Southeast Asia over the last five years as a result of another trade case. 2 times in the scene
- ▶ 39:34 Scott Moskowitz Yeah, I mean, that also explains sort of the whack-a-mole that you see on this, on these global trade, uh, fights that occur when you have, you know, factories that start in China, then they go to Taiwan, then Southeast Asia, then other…
More 2026 trends: Solar costs, oil oversupply, and the startup slump
- ▶ 19:28 Nat Bullard I have really front row seats on this living in Southeast Asia, um, but watching 2 times in the scene
Five big questions emerging from the OBBB
- ▶ 7:32 Shayle Kann We are buying solar panels from companies that are based in China, manufacturing in Southeast Asia. 4 times in the scene
What’s next for the battery storage boom? [partner content]
- ▶ 12:17 Jeff Waters We do a lot in Europe and increasingly Southeast Asia.
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
- ▶ 31:26 Nat Bullard Uh, you know, what in, in, in, in my part of the world, here in Southeast Asia, people refer to as an extended range EV, which is kind of a weird way to say it, but it's like a vehicle that, that is capable of running for something like…
The complex path to market for low-carbon cement
- ▶ 10:00 Leah Ellis So a lot of, um, cheap, perhaps low quality cement, um, may be flooding into the Southeast Asian market, and that's, you know, perhaps where,
Demystifying the Chinese EV market
- ▶ 34:54 TP Huang (TP Wang) So, and we're also seeing like BYD getting into markets, especially in Southeast Asia and Latin America, where those markets were traditionally very heavily dominated by the, uh, the Japanese.
How an obscure, 100-year old law is disrupting U.S. energy
- ▶ 7:23 Shayle Kann Varying degrees of success on solar imports, solar panel imports from China, where, like, there was an original set of import duties imposed, and then the entire supply chain shifted from China to Southeast Asia as a result, so then there…
The Big Switch: Are Batteries the New Oil?
- ▶ 42:59 Jason Bordoff We need to build stronger partnerships with lots and lots of other countries in Africa and Latin America and Southeast Asia.
More 2024 trends: ESG, carbon certifications, curtailment, and AI
- ▶ 17:07 Nat Bullard It's also an India and a Southeast Asia thing, and important to note that, that these are very policy-dependent decisions.
2024 trends: batteries, transferable tax credits, and the cost of capital
- ▶ 39:52 Shayle Kann Maybe we're producing in Southeast Asia because of tariffs and all sorts of other things, but the, but the epicenter of solar manufacturing moved entirely to China.
- ▶ 49:28 Nat Bullard The sort of unwritten question within this chart is like the end of life for somebody's like high performance Tesla battery driving it in Orange County, California is a different concept of end of life than it might be if it's being…
2023 climate tech venture investment trends
The Volts crossover episode
- ▶ 8:54 Shayle Kann And then of course, everybody knows how the story ended up playing out, which is that basically all of that manufacturing moved to China and then kind of spread into Southeast Asia as trade barriers started to get in enacted and, and has…
The food-energy nexus
- ▶ 15:13 Dr. Michael Webber And that's something that you don't have in such a common way, say in Sub-Saharan Africa or Southeast Asia.
Building out a U.S. solar supply chain
- ▶ 18:54 Shayle Kann In other words, what happened was, uh, we imposed tariffs on China, imports from China, and a lot of companies shifted their supply chain from China to places like Southeast Asia, such that they would make whatever they could in China,…
- ▶ 23:06 Shayle Kann You've got uncertainty at best regarding import tariffs from China, Southeast Asia for now, maybe other countries if the supply chain moves again, like the obvious thing is. 3 times in the scene
- ▶ 28:16 Shayle Kann People who are not deep in this often assume is that those cost savings, for example, for manufacturing in China or Southeast Asia come exclusively from labor. 3 times in the scene
- ▶ 39:41 Ethan Zindler I think there's all kinds of, there are all kinds of various cross currents, and I don't think it's by any means a slam dunk that, um, the U.S. will be the lowest cost, you know, will, you know, it will, it will fight to be competitive…
What’s holding up hydrogen in Europe?
- ▶ 28:00 Gnevamir Fleece Then we have liquid organic hydrogen carriers that, um, that, that are being proposed from, for hydrogen imports from Sweden into Germany or in Southeast Asia.
- ▶ 33:38 Shayle Kann And so now it's a lot, a lot of it's produced in Southeast Asia, but still by Chinese companies.
Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
- ▶ 48:08 Dr. Daniel Yergin We didn't have rubber anymore because the Japanese captured Southeast Asia.