U.S.

“Here in the U.S., The EPA estimates that only eight or nine percent of plastic is collected for recycling at the end of its life, and then only about half of that actually gets recycled, and the thing and the product that we get at, out of the end, at the end …”

“Right now in the U.S., which is where we have the best the best market share data, plant-based meats are at somewhere around 1.5% of the total meat market, but plant-based milks are closer to 16 or so percent of the total fluid milk market.”

“Well much as I love pumped hydro storage I just realistically don't think we're gonna add a whole lot more of it, certainly here in the U.S., so I'm not gonna put any of my money into that solution, though it is probably the most mature and maybe the cheapest,…”

“You know, we're almost up to thirty-ish percent of New vehicle sales in Europe are EVs. We're more kind of five, six percent in the U.S.”

“And so I think certainly Europe's going into recession, and a pretty high expectation that the U.S. Will be in a recession, and that's now permeating the oil price”

“Well, that's gone. That is gone. It is now the era of great power competition, and that's the U.S. Versus China.”

“I mean, U.S. Copper production has gone down by half.”

“The U.S. Has the largest EEZ in the world”

“In the next 15 years, Nigeria's population is going to pass the U.S., So it'll be the third most populous country in the world.”

“Electric motorbikes and electric public transit, I think is going to happen possibly faster in places like East Africa than in May in the U.S.”

“For natural gas infrastructure in the U.S., that happens at the Federal Energy Regulatory Commission. They've had this authority for more than 80 years that pipelines used in interstate commerce are cited at the federal level”

“Overall, across the U.S., it's around 40%, but that's predominantly because of another sort of magical property of heat pumps, which is that the same system can be used bidirectionally if it's designed appropriately, which means that you can use one heat pump …”

“Batteries for residential solar systems are becoming standard offers in Europe and in the U.S., Frankly, some of the sales proposals are of indifferent veracity, and the current software isn't up to economically optimizing when batteries charge and discharge.”

“When residential batteries emerged as a market in the U.S., you know, it was true in most places initially, and even through to today in most parts of the country, there's not really an economic value proposition there. For a behind the meter battery, it's the…”

“One is, in the U.S., we have a great track record of never, basically never pulling back on existing tax credits once they exist. We sometimes don't extend them, but it'd be very difficult to point to a situation in which there has been a tax credit in place s…”

“There are not going to be huge amounts of ammonia pipelines going around the world. Like, we're not going to see that. The way that we use ammonia pipelines in the U.S. Today is sort of very unusual and bespoke for our purpose, but that's not the way that we'r…”

“Renewable energy generation in China has now surpassed all of Europe put together. It has also surpassed U.S. Renewable energy generation. It's growing across all places, but it is growing by far the fastest in China.”

“In the last few decades in the U.S., for example, nitrous oxide emissions from agriculture have been sort of flat. They've maybe gone up a little bit in the last few years, but they haven't gone up much, and that's because we are making some improvements in ef…”

“We've actually seen a shift, in some cases, a shift of battery plants that were planned for Europe where they said, we're gonna stop developing this and instead turn to building a plant in the U.S., Fryer did that, Northvolt did that, and a couple others have,…”

“In the U.S., if you were to rewind the clock several hundred years, what you would have found in the U.S. Is a landscape full of rivers, full of obstructions, but those obstructions were things like naturally occurring log jams and beaver dams, and they could …”

“So roughly China consumes 12 to 15 to thirteen million tons of copper per year. The U.S. Around one point into two million tons. And then Germany, Japan, and developed nations consume roughly a million tons per year.”

“So Escondida, which is the largest copper mine in the world, produces all by itself a million tons of copper, a little bit more than one million ton of copper tons per year. That is roughly all the production of the U.S. Just produced by one asset.”

“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”

“We'll do maybe 30 to 35 gigawatts of solar total this year, and according to the repeat project, we may hit almost 50 gigawatts by twenty-twenty-five or twenty-twenty-six. By the end of the decade, we'll be doing over a hundred gigawatts a year, potentially we…”

“I think you recently acquired the two gigawatt Bellfield solar plus storage project, which is under construction in California. It's set to be the largest solar plus storage project in the U.S. Once it's complete.”

“We've added up Roughly speaking about a terawatt hour's worth of new battery manufacturing capacity that's really credible and under development in the U.S. Today. And by that, I mean a terawatt hour's worth of battery capacity of annual battery production... …”

“Transformers require in the U.S. This, like, particular kind of steel, electrical steel, and there's only one domestic supplier of that kind of seal.”

“There's still another 50 gigawatts of coal-fired power generation capacity in the U.S. That is basically on track, already well planned to be retired by the end of the decade.”

“Electricity in the U.S. Today is somewhere around 20% of final energy consumption which means there's an 80% of the prize, even assuming no growth in overall energy consumption, 80% of the prize is open to electricity.”

“So the pretty troubling one is wind, where investment and announcements in new wind capacity have been declining for the past two years.”

“China's, has the most nuclear under construction of any country. It has about, ah, I think, 22 reactors under construction right now. When those are Complete. Actually, just when a few more come online, they will surpass France as having the largest fleet of n…”

“We can say China's probably building at about 2500 dollars per kilowatt, so not quite as cheap as South Korea, but, you know, nowhere near the U.S., and again, that's probably because they're building a lot of the same design.”

“So, so my company, Adionics, is building a factory in the U.S., and we need to use, we need to purchase Japanese and Korean equipment, but interestingly, there's specific language in here about control software that, for that equipment that the control softwar…”

“Because the U.S. In terms of absolute market Sales was second after China, which is awesome. But if you look at Europe, you're seeing more in that 25% to 30% for UK, Germany, France, the major markets in Europe.”

“The EV share of sale in the U.S. Was about two percent, and that was back in 2019, so about four years ago, if you look at the full four years. In 2020, it was finally starting to show some signs of growth, because in 2021, you had EV share of sales at about f…”

“Europe is 84% of the almost three trillion dollars of assets under management, sustainable assets under management at the end of last year, and the U.S. Is 11%.”

“Everything in the U.S., even California, it's all about financial impacts. In the EU, it's much more comprehensive to understand where the impacts outside as well as what's the impact financially to your company.”

“By 2030, the U.S. Will face a labor gap of a 130,000 full-time employees in this profession. Roughly 27% of the existing workforce in the U.S. Will be retiring by twenty-twenty-nine, and there aren't enough people to take their places.”

“For the second year in a row, heat pumps outsold gas furnaces in the U.S. By, in 23, by a significant margin of 21%.”

“This profession is currently responsible for over 192,000 machines in the U.S. NREL estimates we'll need twenty eight million more by 2030.”

“Things like the CHIPS Act and other stuff that the U.S. Is Industrial policy that's really driving investment in large capital projects will build that ecosystem back, and then it will be easier to get these things done.”

“For a LFP cell produced in China, 35 gigawatt hour facility you're looking at around kind of 68 dollars per kilowatt hour. So this isn't kind of optimized for these super low prices that we we're seeing today, but Assumes a kind of LFP material costs of about …”

“We're also importing about 20% of the cement we use, so shipping it from overseas.”

“Ammonia, you know, we did a deep dive on what those distribution costs could be, and, you know, you, depending on where you are in, in the U.S., or, and I'll stay U.S. Centered, but this is even more so outside the U.S., Those distribution and transport costs …”

“The U.S. Will, in the next few years, have close to 300 gigawatt hours.”

“So by twenty-twenty, the expectation for U.S. Load growth was it was going to be about a half a percent per year. And that has rapidly unwound back to the point where we're now above one percent CAGR tenure CAGR in the power sector in the US.”

“China exported 6.4 million vehicles last year five and a half million passenger cars. Two million of those were electric vehicles. This is far above any other country's export capability. You know, it's more than Japan exports. It's more than Germany exports. …”

“And so what that basically means is that in any given hour, On average, approximately half of all generation and transmission infrastructure is unused on average in the U.S., and it's actually worse than that because you're not counting for all the reserve ma…”

“If you do that and you partner it up with building the infrastructure like the Japanese did for semis, You can result, you know, in, in five to 10 years from now with the U.S. Having that same capability.”

“That, I think, is the only thing that's going to stay in the way of storage getting adopted, and I think the numbers that, that, you know, we've been citing, I think those are conservative. I think they factor in a lot of these artificial barriers that could c…”

“The only way we're going to get anywhere in the U.S. Market with storage is by partnering with the Chinese.”

“In the U.S., we have a pretty robust system where any former coal plant or any former large industrial site We'll typically have the transmission infrastructure necessary for it.”

“Historically speaking, you know, there's a, there had been a long precedent of the U.S. Never really removing existing tax credits. We would let things expire, but we never really pulled them back. I mean, just look at the ethanol tax credits as an example, ri…”

“What we're seeing on, on our side is foreign businesses that were Investing in the U.S., buying projects, buying companies, operating companies, and establishing a U.S. Presence are putting those on hold, and they're pulling out.”

“Yucca Mountain is still actually the law of the land in the U.S. This is what is in the Nuclear Waste Policy Act”

“Like, sustainability was number one on everyone's list. In the U.S., it is not anymore.”

“Paducah is actually the last place the U.S. Did commercial scale enrichment. It's where we did enrichment that fueled all the U.S. Reactors, and that facility was shut down in 2013”

“And in the U.S. In particular, almost every single aluminum smelter has shut down. There's, I think, maybe only one left operational in the U.S. These days.”