Thailand

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jun 22, 2023 by Ethan Zindler · said 6 times in 4 episodes since 2023 · across every show →

Mentions by year

brought up most by Michael Dunne (3), TP Huang (TP Wang) (1), Nat Bullard (1), Ethan Zindler (1)

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2026 3 mentions in 1 episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode
2023 1 mention in 1 episode

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Everything said about Thailand, oldest first

Jun 22, 2023 neutral
Assertion Supported
Zindler: 80% to 85% of US Solar Equipment Came From Four Southeast Asian Countries
“About 80, 85% of All the equipment that was being installed in the U.S. Was coming from those four countries, and given that we don't make much stuff in the U.S., imports are massively important”
Ethan Zindler Jun 22, 2023 ▶ 19:32 Building out a U.S. solar supply chain
Jun 20, 2024 neutral
Assertion Supported
Chinese EV makers prioritize Global South over Western export markets
“What you see is a lot of their attention are not really focused right now The Western countries, but rather a lot of the global South countries like Brazil, Thailand, Indonesia, Central Asia, probably a lot of the Middle Eastern countries, I would say. But tho…”
TP Huang (TP Wang) Jun 20, 2024 ▶ 30:07 Demystifying the Chinese EV market
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