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Strait of Malacca

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 28, 2025 by Casey Handmer · said 2 times in 1 episodes since 2025 · across every show →

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brought up most by Casey Handmer (2)

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2025 2 mentions in 1 episode

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Everything said about Strait of Malacca, oldest first

Oct 28, 2025 bullish
Prediction Open · timeframe Dec 2035
China's electrification will end its dependence on Strait of Malacca oil
“Do you think by 2035 China is still going to be as dependent on oil through the Strait of Malacca? I don't. At the rate that they're deploying right now, they could cut off that supply if they needed to.”
Casey Handmer Oct 28, 2025 ▶ 29:42 Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
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