United States
also referred to as: the u s · the us · u s · us
195 statements across 112 episodes · 43 bullish · 49 bearish · 80 people on the record · first statement Nov 18, 2021 by Nan Ransohoff · said 1,911 times in 226 episodes since 2021 · across every show →
Mentions by year
brought up most by Shayle Kann (834), Stephen Lacey (73), Sam Jaffe (51), Nat Bullard (40), Andy Lubershane (40), Lara Pierpoint (39), Michael Dunne (29), Jesse Jenkins (29)
tap a year for its mentions
2026 309 mentions in 35 episodes 9 per episode
- Scaling America's domestic solar supply chain
- How China is reshaping the global auto market
- Building a domestic nuclear fuel supply chain
- 2026 trends: Gas turbines, Texas’ load queue and China electrifies
- Inside the global fertilizer crunch
- Surprising trends in global electricity generation
- Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]
- More 2026 trends: Solar costs, oil oversupply, and the startup slump
- 27 more episodes that year, every mention in 2026 →
2025 360 mentions in 49 episodes 7 per episode
- What to make of Trump's deep-sea minerals push
- Calibrating hype with Akshat Rathi
- New Mexico proves America can still build [partner content]
- What’s next for the battery storage boom? [partner content]
- More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
- A former race car engineer on battery safety and supply chains [partner content]
- The U.S. nuclear groundswell
- Five big questions emerging from the OBBB
- 41 more episodes that year, every mention in 2025 →
2024 425 mentions in 51 episodes 8 per episode
- How an obscure, 100-year old law is disrupting U.S. energy
- What’s really happening in the U.S. EV market?
- Unpacking China’s cheap battery costs
- Demystifying the Chinese EV market
- Drew Baglino on Tesla’s Master Plan
- The Big Switch: Are Batteries the New Oil?
- More 2024 trends: ESG, carbon certifications, curtailment, and AI
- The electric transformer shortage
- 43 more episodes that year, every mention in 2024 →
2023 421 mentions in 44 episodes 10 per episode
- Building out a U.S. solar supply chain
- The cost of nuclear
- Update: What the new Treasury rules mean for EV supply chains
- What the new Treasury rules mean for EV supply chains
- EV charging on both sides of the pond
- How is U.S. industrial policy affecting actual climatetech investment?
- Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more
- 2023 trends: biomass, ESG, batteries and more
- 36 more episodes that year, every mention in 2023 →
2022 381 mentions in 42 episodes 9 per episode
- Can Europe quit Russian fossil fuel by next winter?
- Is the Inflation Reduction Act a win for EVs and batteries?
- Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
- Unpopular solar opinions, 2022 edition
- What the Inflation Reduction Act of 2022 would mean for climatetech
- Advance market commitments to decarbonize heavy industry
- Getting more energy on the wires
- Climatetech for developing economies
- 34 more episodes that year, every mention in 2022 →
Everything said about United States, oldest first
Nov 18, 2021 bearish
Ransohoff: US lacks dedicated permanent CO2 storage infrastructure like Iceland's Carbfix
“Transportation and storage of CO₂ streams is something that we are seeing a lot of the companies that apply to Stripe Climate struggle with. You know, they will have a really compelling capture technology and can essentially use lots of different storage They …”
Dec 2, 2021
Dec 9, 2021 neutral
Dec 23, 2021 positive
Hsu: A single train car of fusion fuel could power the US
“Yeah, so the example I like to look at is one train car of fusion fuel, and that's like a little over a hundred tons. Imagine a train car of coal, for example, But if it was a train car of deuterium, tritium fuel that would provide enough energy for the U.S.'s…”
Jan 24, 2022 negative
Dell: US Upstream Methane Leakage Doubles Climate Impact of Fossil Inputs
“In the U.S., that's like two and a half percent average leakage rates. That can, over a 20 or 30 year lifetime, that can double the climate impact of your fossil fuel inputs, which is, so if we don't talk about the upstream leakage and we don't account for tha…”
Jan 31, 2022 bullish
Powell: Sunrun aims to become one of the largest US energy providers
“The goal is really to be really one of the largest energy providers in the United States, right? So that we're providing energy, we're providing the acceleration around whole home electrification, electrification of transportation, and we're aggregating all of…”
Jan 31, 2022 negative
Powell: US utilities view rooftop solar as a threat, creating hurdles
“In the United States, very much so in many jurisdictions throughout the country, certainly in the utility space, it's seen as a threat, not an opportunity, and so when you see it that way, there's more and more hurdles that get created to go through for a cust…”
Jan 31, 2022 neutral
Powell: US solar customer acquisition costs stem from complex permitting processes
“When you think of customer acquisition costs, you have to think of the process to getting a customer to installation, so it's not just the process of getting the customer interested in solar, right? It's the customer of really, the cost of getting them through…”
Feb 10, 2022
Feb 25, 2022 positive
Feb 25, 2022 positive
DeWitt: All US commercial nuclear waste fits on one football field
“Nuclear power has produced, you know, a lot of energy for decades right? Producing 20% of our energy for, well, I don't, 30 plus, 40 plus years, and then before that as well. And the amount of waste it's produced would fit on a football field, being like, you …”
Feb 25, 2022
Pierpoint: US and France saw reverse nuclear learning curves unlike South Korea
“The truth is that when you look at the United States and you look at France, two of the places that have built the most reactors in the world, you see reverse learning curves, actually, when it comes to the cost of nuclear power. It actually increased over tim…”
Mar 11, 2022 neutral
Atkinson: Only 150 of 3,000 US utilities are investor-owned
“Within the U.S., there's about 3000 utilities overall, and of those, about a 150 are the investor-owned utilities that most people are familiar with, like PG&E, or ComEd, or ConEd, or whoever. The remaining 2850 or so are Primarily publicly owned utilities, an…”
Mar 31, 2022
Jenkins: European gas prices reached $26 per MMBTU versus $4 in US
“Where the United States was paying, you know, four dollars a million British thermal units or MMBTU for gas here in the U.S., at the same time, customers in Germany or Poland, you know, were paying like 26 dollars For MMBTU for gas.”
Mar 31, 2022 negative
Jenkins: US cannot export heat pumps to Europe due to hydronic incompatibility
“In Europe, they use a lot of water you know, forced water heating, and we don't have a lot of hydronic heat pumps that do water, you know, air to water type heating. It's just not what we built And use in the U S very often. And so most of the stuff we deploy …”
Apr 28, 2022
May 12, 2022 neutral
May 26, 2022 neutral
Jun 23, 2022 neutral
Jun 23, 2022 bullish
Jul 14, 2022 negative
Jul 14, 2022 negative
Jacobs: US Anaerobic Digestion Projects Have Historically Lacked Profitability
“At the end of the day, what I'm saying is the projects in the U.S. Have not been very profitable historically. And it's for a whole host of reasons that those projects weren't profitable, and as a result, capital wasn't flowing.”
Aug 5, 2022 neutral
Aug 11, 2022 negative
Sep 15, 2022 neutral
Sep 15, 2022 neutral
Sep 15, 2022 neutral
Sep 15, 2022 neutral
Sep 15, 2022 neutral
Sep 15, 2022 negative
Sep 22, 2022 neutral
Sep 22, 2022 positive
Sep 29, 2022 bullish
Oct 20, 2022 bullish
Oct 27, 2022 neutral
Steele: Average American Uses 75x More Electricity Per Year Than Average Kenyan
“Average U.S. Person uses, you probably know this, but 12 megawatt hours per year, roughly. If we're looking at some of the markets in Africa, we focus a lot on Kenya. Kenya is about a 150 kilowatt hours per year. A little bit above that. You know, you're looki…”
Nov 3, 2022 neutral
Reed: US has 400,000 transmission miles, but only 25% are high-voltage
“So we've got about 400,000, just over 400,000 miles of transmission lines in our, in this country, and most of them are lower voltage, so they're still, like, fairly local in terms of how far they can move power. I think it's two-thirds of them. Actually three…”
Nov 3, 2022
Nov 3, 2022 negative
Pierpoint: US built only 386 miles of high-voltage transmission in 2021
“In the U.S., we have about 640,000 miles of high voltage transmission lines. Most of these were built in the fifties and sixties, and most of them are operating at full capacity. Last year, we built a grand 386 miles of new line, and our record for the last de…”
Nov 10, 2022
Dec 8, 2022 bearish
O'Donnell: Direct electrification cannot achieve a 90% emissions reduction without storage
“The upper limit that we typically see in the United States anywhere is anywhere that Maybe you'll get 30% of the hours of the year of clean power. You might get as much as 40% of the hours of the year of low cost power. But so it's a solution that's on the mar…”
Jan 5, 2023 neutral
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…”
Jan 18, 2023
Jan 19, 2023 negative
Jan 26, 2023 bullish
Feb 23, 2023 neutral
Bullard: 38% of US corn crop meets only 10% of gasoline demand
“So we grow in the range of about fourteen billion bushels of corn every year in the United States. Of that, last year, 38% of it went to ethanol that's being used for fuels. Which means that about 40% of the U.S. Corn crop meets about 10% of our motor gasoline…”
Feb 23, 2023 neutral
Bullard: Political anti-ESG sentiment is almost uniquely a US phenomenon
“Anti-ESG sentiment is at the political level almost uniquely U.S. It's something that happens really only here. It's not nearly as big of a topic in Europe at a sort of polity level, or definitely not at like a local politics level”
Mar 2, 2023 bullish
Mar 23, 2023 negative
Moffat: Many US wastewater plants flare usable biogas
“There's many wastewater treatment plants in the United States that just flare that gas, and you're like, what are you doing? Like, let's look to see what we can do to be able to refine that and utilize that, whether it's in truck fleets or just injecting it in…”
Apr 20, 2023 positive
Schneider: Hydro and gas dispatch in parallel across US power markets
“If you looked last summer in the United States, in every power market where you have hydro and you've, you pulled up the dispatch curve, the daily dispatch curve of assets in a particular ISO, what you'd see is if you have hydro and you have gas, Hydro and gas…”
May 4, 2023 negative
Gramlich: High-capacity transmission buildout has dropped 90% since 2013
“So for the last decade, there really wasn't much, and kind of now it's dried up to a trickle. Like, we're down in the, you know, couple of hundred miles of high capacity, so less than 10% of what we did a decade ago, and that's kind of where we are.”
May 11, 2023 neutral
Hertz-Shargel: US Bitcoin mining capacity is around 3.9 gigawatts
“So right now total capacity is around 3.9 gigawatts. And that is the finding of this New York Times study that I'm sure we'll be talking about a little bit later. Mines themselves, well, in terms of geography, they are scattered across the country, and we're Y…”
May 11, 2023 bearish
May 11, 2023 neutral
May 18, 2023
May 25, 2023
US currently stores roughly 47 days of primary energy supply in fossil fuels
“We currently store by my rough count, about 47 days on average worth of primary energy supply in the country. So that's it's about nine days of natural gas in storage. It's about 13 days in coal stockpiles. About 10 days in, in crude oil storage. And actually …”
May 25, 2023 bullish
Lubershane: Decarbonized grid storage needs will fall closer to 47 days
“So, you know, between the minutes of energy storage we have today and 47 days, I think we're going to fall probably actually ultimately closer to the 47 days level, ah, than even minutes, hours, or just a few days worth of storage.”
Jun 22, 2023 neutral
Zindler: Subsidized US solar manufacturing is not guaranteed to beat Southeast Asia
“I don't think it's by any means a slam dunk that the U.S. Will be the lowest cost, you know, will, you know, it will fight to be competitive with Southeast Asian nations to produce this stuff. Even with these subsidies, I don't know that that's for certain tha…”
Jun 22, 2023 neutral
Jun 22, 2023 neutral
Aug 17, 2023 negative
Sep 8, 2023
Sep 8, 2023
Webber: The US spends nine energy units per food unit ingested
“So the food we need to ingest in the United States is about one quad of energy a year, and we consume about a hundred quads of energy over the course of a year. One quad of that is in the food we eat, but there's another, say, nine quads of energy to grow and …”
Sep 8, 2023
Sep 8, 2023
Sep 8, 2023 negative
Sep 8, 2023 neutral
Webber: Rich nations waste food at consumption; poor nations at harvest
“Food waste happens in a different stage of the supply chain in the United States compared to, say, a poorer country. So in the United States, we have a very robust cold chain, which is good news, but that means we're wasting the food on our plate. Like, we're …”
Sep 21, 2023 negative
Norris: US interconnection queue grew 40% in 2022 to over 2,000 GW
“So, in twenty-twenty-two alone, the backlog of projects in interconnection queues waiting to connect to the grid Grew by 40%. It brought the total to just over 2000 gigawatts. 80% of this growth, growth was driven by solar and storage projects, and for compari…”
Sep 21, 2023
Sep 28, 2023 neutral
Plant-based meat household penetration is 20%, compared to 40% for plant milks.
“Right now, household penetration for plant-based meat is about 20%. You look at where household penetration is for plant-based beverages, you know, plant milk, it's about over 40%. And in Europe, you know, plant-based beverages have a penetration of 50%.”
Oct 19, 2023 bearish
Oct 19, 2023
Pantano: Household decisions drive about 42% of US energy emissions
“So the number we use for that is about 42%. Of overall energy-related emissions coming from these so-called kitchen table decisions about what equipment you use in your home, what kind of car you drive, whether you use solar on your roof or community solar to …”
Oct 19, 2023 bearish
Pantano: US faces a 204,000-unit heat pump water heater gap by 2025
“So our, according to our calculations nationally, again, to that twenty-twenty-five deadline, we need 810,000 heat pump water heaters in total installed across the country. We're on pace for 613,000, which leaves about 204,000 or so as a gap in terms of what w…”
Oct 26, 2023 bearish
Nov 3, 2023 neutral
Nov 3, 2023 negative
Nov 16, 2023 bearish
Kann: Cost overruns have hit basically every recent US nuclear project
“On the expensive side, you can look at the cost overruns that have hit basically every recent reactor development in the United States and in some other countries, whether traditional reactor types or so-called small modular reactors.”
Nov 16, 2023 neutral
Nov 16, 2023 neutral
Lovering: US will not see eight nuclear companies build thousands of reactors
“And so, I don't think we're gonna have, you know, eight companies building thousands of reactors in the U.S. But I do think we're gonna get demonstrations of several, and we'll probably see which ones work, and some of them aren't gonna work”
Nov 16, 2023 neutral
Lovering: Lack of demand-pull policy drove high US nuclear costs
“What's really been missing with nuclear in terms of policy to help bring down the cost is that demand pull policy. And so this is why you see that nuclear is cheaper and gets cheaper over time in places that have a lot of growth in demand for electricity becau…”
Nov 16, 2023 positive
Nov 30, 2023 bullish
Woolley: Current US and European EV peak capacity equals three nuclear power stations
“Well, right now, so, like, if there's about thirteen million electric vehicles across Europe and the US, so, like, eight million and about five million in the US and so that's about 13 gigawatts at peak of load, which is probably, in the US, right now, untappe…”
Nov 30, 2023 neutral
Woolley: US EV charging networks are concentrated while Europe's are fragmented
“The networks tend to be much more concentrated in the United States.
So we have big networks that span across the entirety of the US.
Versus in Europe, there is huge fragmentation.
If you go to somewhere like Germany, there are literally hundreds of different …”
Nov 30, 2023 neutral
Woolley: European EV charging uses roaming aggregators unlike standalone US networks
“There are what we call roaming aggregators within the European market. So there's companies like Hubject and Jurev that allow for platforms on the other side to interface with a variety of different charging infrastructure networks and provide a single seamles…”
Nov 30, 2023 neutral
Woolley: Europe has 8M plug-in EVs compared to 4.5M in the US
“So there's about eight, eight million vehicles
I mean, plug-in vehicles in, in the European market right now, and over 50% now are battery electric.
And in the US it's around four and a half million, and again, over 50% now are battery electric.”
Dec 7, 2023
Freyr, Northvolt, and Volkswagen redirected European battery plant developments to the US
“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, and …”
Jan 26, 2024 negative
Brooke: US environmental claims for cattle feed require eight-year FDA process
“Here in the US, if you're going to make a claim about something, like it decreases methane emissions you have to prove that. And that really pigeonholes you into A new animal drug pathway, which is quite extensive. We're talking, you know, average of upwards o…”
Jan 26, 2024
Feb 1, 2024 negative
Feb 1, 2024 neutral
Feb 8, 2024 bearish
Feb 22, 2024 neutral
Feb 22, 2024 neutral
Mar 8, 2024 neutral
Mar 28, 2024
Lubbershane: US has only a few gigawatts of natural geothermal capacity
“We have a few gigawatts of geothermal power generation in the US today, and, you know, almost all of it is in these very rare places where heat rises very naturally close to the surface of the Earth, and water happens to be coincident with water, and so you ba…”
Apr 11, 2024 neutral
Bordoff: Mineral production is significantly more concentrated than global crude oil
“So the top producers of oil in the world, the US, Saudi Arabia, and Russia, each produce roughly 10% of global crude oil supply. The top producer Of lithium, of cobalt, of rare earths. Each of those, the top producers, each of those produces more than half, an…”
Apr 18, 2024 neutral
Grabow: Jones Act requires domestic ships be US-built, owned, and crewed
“The Jones Act basically mandates that if you're going to transport something by water within the United States, you have to use a vessel that meets four conditions. The vessel has to be flagged and registered in the United States. It has to be at least 75% own…”
Apr 18, 2024
Grabow: U.S. LNG Tankers Cost $700M to Build Versus Under $200M in South Korea
“A few years ago, the Wall Street Journal estimated that to build an LNG tanker in the United States would cost around seven hundred million dollars, whereas at that time you could buy one for, I think, less than two hundred million in South Korea.”
Apr 18, 2024 negative
Apr 18, 2024 negative
Apr 18, 2024
May 2, 2024 neutral
May 23, 2024
Jun 6, 2024 bearish
Jun 27, 2024 bullish
Jun 27, 2024 neutral
Jun 27, 2024 neutral
Jul 18, 2024 bullish
Jul 18, 2024 neutral
Aug 2, 2024 neutral
Dell: Six large-scale hydrogen DRI steel projects are under development globally
“Now maybe we can claim that there are six, kind of, Serious, large-scale hydrogen DRI projects that are underdeveloped development, underdevelopment development around the world. There's two in Sweden, two in Germany, and two in the U.S.”
Aug 23, 2024 neutral
Aug 29, 2024 neutral
Aug 29, 2024
Bredariol: Nine countries account for 75% of global gas flaring
“For over decades, Gas flaring around the world is concentrated in nine countries. That's Russia, Iran, Iraq, the United States, Venezuela, Algeria, Libya, Nigeria, and Mexico. If we look at data for last year, these top nine countries were responsible for abou…”
Sep 5, 2024 negative
Sep 12, 2024 negative
Lubershane: US obsession with novelty created dependence on China's manufacturing scale
“And I think, you know, comparing the US and China, part of the issue with the US is, you know, we really do kind of tilt towards this mindset of novelty and, you know, boldness and daring and restlessness, which are definitely huge assets and strengths for the…”
Sep 24, 2024 bullish
Oct 3, 2024 bullish
Nov 14, 2024 bullish
Lambert: Quilt will vertically integrate in major metros and partner elsewhere
“So, we will continue to do the vertical integrated thing. And we're going to do that in probably a lot of major metros in the US, but I want everybody to be able to get a quality pump. We want to accelerate the energy transition. We want to bring a great quali…”
Nov 21, 2024 neutral
Nov 21, 2024
Dec 5, 2024
Jan 30, 2025 neutral
Jan 30, 2025 neutral
Bullard: China imported over 13 million barrels of oil daily in 2023
“China has, in quick succession, blown past Japan and the United States, especially because the U.S. Had been on a downward trajectory, and then past the EU in terms of oil imports, and it imports, like, more than thirteen million barrels a day as of twenty-twe…”
Feb 6, 2025 negative
Bullard: US high-voltage transmission construction dropped from 3,200 miles to 125
“In 2013, the U S built 3200 miles of three 45 KV and up transmission. So high voltage, long distance transmission. 3000 miles, whatever, not a lot, but infinitely, not infinitely, but like, shall we say, statistically, significantly better than the 125 miles o…”
Mar 6, 2025 neutral
Koomey: US data center power share rose to 4.4% in 2023
“The U the U S number from the report to Congress that just came out from LBL was something like on the order of two percent of the electricity in 20, 20, 20, 21 was data centers. And now in 20, 23, now, 2023, which is the last historical year we have, it's 4.4…”
Apr 10, 2025 negative
Boomhauer: Escalating disaster losses over past decade are driving up insurance premiums
“We have these Increasing trends in disaster losses from all kinds of events, from floods, from hurricanes, from wildfires, from severe windstorms and hail, and we have seen really big increases in aggregate losses from those things, particularly in the last 10…”
Apr 17, 2025 bearish
Friedmann: Policy uncertainty is killing carbon capture investment decisions
“This kind of uncertainty is killing investment decisions at best. They're delayed at some point or another people just walk away. And it is critically important that the United States resolve these questions firmly and clearly so that investors can put money t…”
Apr 17, 2025 neutral
Apr 24, 2025 bearish
Gariman: Western rare earth projects suffer due to Chinese equipment export limits
“In fact, I am aware of Companies that they really relied on those Chinese technologies, and now they are having challenges with bringing those equipment into the U.S. And Europe. So they, their projects have been suffering from that.”
May 1, 2025 bearish
May 1, 2025 neutral
Schroepfer: EVs and manufacturing drive US power demand alongside data centers
“Overhyped in the sense that people over attribute data center load growth with electricity demand inside the United States. You know, manufacturing and EVs are a huge portion of that. So people think it's all data centers. It's not.”
May 6, 2025 positive
Brown: The US has over 80M central HVAC and water heating systems
“And so to me, the idea of not incorporating what is by far kind of the largest existing set of resources In infrastructure we have in the country, which is the eighty million plus central HVAC systems and eighty million plus hot water heating systems that is e…”
May 9, 2025 bullish
May 15, 2025 negative
Palmer: Many foreign EV charger makers lack robust US spare parts programs
“Another piece is spare parts. It seems really simple that if you create chargers, you would have a full spare parts program, but that's not the case for all charger providers. Making sure that they had a robust program here in the US. Oftentimes you have charg…”
May 20, 2025 positive
Doherty: LG Vertech builds all software in US or Korea with full enclosure visibility
“The fact that we build all of our software, either in the US or in Korea, the fact that we have a hundred percent visibility over every piece of every single controller in, in our enclosure I think puts us in, in a stronger stance, I think from a safety and cy…”
May 20, 2025 positive
May 22, 2025 neutral
May 22, 2025 neutral
May 29, 2025 positive
Hoyland: US geothermal scaled faster than any other renewable in the 1970s-1980s
“Most of the United States growth actually happens in those first one to two decades. And for a while, it looks like geothermal is just going to take off. It's scaling faster than any other renewable at the time. And through the 19 eighties, we had gigawatts of…”
May 29, 2025 bearish
May 29, 2025 bullish
Jun 5, 2025 bearish
Jun 5, 2025 neutral
Jun 19, 2025
Jun 26, 2025 negative
Kelty: Tariffs to force domestic battery production increase EV prices and stifle demand
“Like, if you want, if you're really trying to encourage domestic production, ah, in the US, you would put in tariffs to increase the cost overseas, and you'd, you'd incentivize local production. The problem with that is that your cost would end up going up hig…”
Jul 3, 2025 bullish
Data center power demand marks the biggest shift since initial U.S. electrification
“We're now in a place that we probably haven't seen since the U.S. Was being electrified full stop, where people are showing up and saying, hello, I have one thing that will materially change the shape of load and demand pretty much forever.”
Jul 17, 2025 bearish
Lubershain: New nuclear power will not scale in US until 2035+
“I don't think we're gonna see, we might see a little bit, you know, in the 2030, early 20 thirties time frame, but I think for the most part we're talking 2035 and beyond when we, when we'd actually have new nuclear power at scale coming online.”
Jul 24, 2025 neutral
Jul 24, 2025 neutral
Aug 14, 2025 positive
Sep 25, 2025 neutral
Reinhardt: US corn generates roughly 400 megatons of unused stover annually
“There's about 90, ninety-five million acres of corn grown in the US every year. There's order magnitude four dry tons of stover per year on each of those on each of those acres, and so, you know, you're, Just on corn stover, you're looking at 400 megatons of a…”
Oct 16, 2025 bearish
Rathi: Advanced geothermal is globally overhyped due to drilling talent shortages
“The difficulty I feel like is that it's overhyped because the level of other types of talent and infrastructure that you need to deliver on advanced geothermal exists in the US, but will take a long time in other parts of the world to build. So engineers who c…”
Nov 18, 2025 positive
Nov 18, 2025 positive
Nov 18, 2025 positive
Black: New Mexico is the only state offering free two- and four-year college
“That sovereign wealth fund not only invests in companies that are helping create jobs, it also pays for us as the only state in the country that provides free Two and four year college tuition for anybody who graduates from a high school in New Mexico , you ca…”
Nov 18, 2025 positive
Nov 18, 2025 bullish
Nov 18, 2025 neutral
Nov 20, 2025 negative
Jan 15, 2026
Jan 15, 2026
Jan 29, 2026 bullish
McGinnis: US will deploy tens of gigawatts of plug-in DERs by 2036
“Again, if you look to Germany, like, doing a gigawatt in a handful of years in what is a much smaller, you know, country than ours, it wouldn't shock me to see tens of gigawatts deployed in the next five to 10 years in the US where that's actually making a mea…”
Jan 29, 2026 bullish
McGinnis: Rising electric bills will drive mass adoption of DIY plug-in energy
“The more that we see bills go up in the U.S., regardless of what the rules out there are, people are gonna go on Amazon, they're gonna start buying the stuff, they're gonna start plugging it in, and so I think this is coming one way or another, and it's really…”
Feb 5, 2026 bullish
First advanced nuclear reactor will supply US grid power by 2032
“I'm pretty bad at making predictions, but I would be surprised if by 20 32 we haven't seen Real new advanced reactor electrons on the grid. There may not be many, and it'll probably be just one reactor but it'll shortly thereafter be followed by, you know, a s…”
Feb 19, 2026 neutral
Mar 5, 2026 neutral
Mar 19, 2026 neutral
Moskowitz: China supported 3 million solar jobs while installing twice US capacity
“If you looked at the jobs figures for how much the U.S. Had versus how much China had, It was like, 250,000 jobs in the U.S. And three million in China. So they were installing twice as much, but they had 10 times as many jobs.”
Mar 19, 2026 neutral
Mar 19, 2026 neutral
Mar 19, 2026 negative
Mar 19, 2026 positive
Mar 19, 2026 positive
Moskowitz: US-made solar remains cost-competitive with other energy sources on LCOE
“Even when a product is made in the United States, and in solar, solar specifically, It is still cost competitive with other forms of technology. You look at Lazard's LCOE models and those cost charts, solar is always going to be right on the bottom, and that i…”
Mar 19, 2026 neutral
Mar 19, 2026 positive
Mar 19, 2026 positive
Mar 26, 2026 neutral
Mar 26, 2026 neutral
Apr 2, 2026
Apr 2, 2026 bearish
Nolan: US has no commercial-scale domestic enrichers, relies on Europe and Russia
“If you look at enrichment today and what the U.S. Consumes, It's about 75% Europe, European producers and it's about 25% Russia. And so we can talk about the history of how we got here, but there's no commercial at scale U.S. Producer operating anywhere. There…”
Apr 2, 2026 negative
Apr 2, 2026 bullish
Nolan: General Matter will displace adversarial nuclear imports by 2030
“Building enough capacity there to satisfy HALU through the next decade, and then enough LEU capacity to displace adversarial imports into the US. And so that's the scale of it. That's where we're doing it. Timeline is, you know, Before end of decade.”
Apr 6, 2026 bullish
Apr 23, 2026
May 7, 2026
Jun 4, 2026 neutral
Jun 11, 2026 bearish
Chinese AV makers are commercializing faster globally than their US rivals
“The U.S. Leads in technological innovation, but China, once again, is quicker when it comes to commercialization. Not only inside China, but we're seeing the Chinese autonomous vehicle makers move into the Middle East, and in the U.K. And Germany now, moving q…”
Jun 11, 2026 bullish
Jun 11, 2026
Jun 11, 2026
Chinese automakers will target high-margin US trucks and SUVs, not cheap EVs
“The Chinese are starved for profits, and when I talk to the Chinese manufacturers, they're far less interested in solving America's affordability program and far more interested in saying, how can we attack the larger SUV and pickup truck segments?”
Jun 11, 2026 bullish
Chinese automakers will inevitably enter the US market via JVs or acquisitions
“Potentially, but I think realistically it's like gravity or water. The Chinese are going to find a way in and it may be by acquiring Stellantis or a Nissan or a plant inside or rebadging. It's a leap motor, but it's badged a Dodge and people start to show.”
Jun 25, 2026
Aug 11, 2026 negative
Aug 11, 2026 negative
Aug 27, 2026
Sep 3, 2026 bearish
Janous: US data center constraints will persist through 2030 and beyond
“All the stuff we thought we were going to build in this country, or thought we could build, a lot of that's not going to get built, because of all the things we've just been talking about. Like, I think that, and this problem is going to persist for the forese…”