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Vietnam

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Apr 21, 2022 by Kurt House · said 8 times in 6 episodes since 2022 · across every show →

Mentions by year

brought up most by David Roberts (3), Scott Moskowitz (1), Nat Bullard (1), Kurt House (1), Jenny Chase (1), Ethan Zindler (1)

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2026 4 mentions in 2 episodes 2 per episode
2023 2 mentions in 2 episodes 1 per episode
2022 2 mentions in 2 episodes 1 per episode

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Everything said about Vietnam, oldest first

Apr 21, 2022 neutral
Assertion Supported
House: Known rare earth reserves are sufficient without new discoveries
“There, there's sufficient identified in reserves that we don't actually need new discoveries of it. It's just that most of that is in China or Vietnam.”
Kurt House Apr 21, 2022 ▶ 23:01 The great rush for battery metals
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
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