America

part of Americas

7 statements across 6 episodes · 1 bullish · 5 bearish · 1 people on the record · first statement Feb 8, 2023 by Stephen Lacey · across every show →

Everything said about America, oldest first

Feb 8, 2023 negative
Opinion
Lacey: US regulatory thicket obstructs turning homes into grid assets
“I mean, here in America, it's so hard to make homes into grid assets because of a thicket of different utility programs and regional market rules.”
Stephen Lacey Feb 8, 2023 ▶ 5:30 A new catalyst for the smart home: electrify everything
Apr 19, 2023 bearish
Assertion Not yet assessed · timeframe Apr 2024
Lacey: Fully electric commercial kitchens remain a rarity in America
“What Miles saw is more common in other parts of the world, but still a rarity in America. A fully electric commercial kitchen.”
Stephen Lacey Apr 19, 2023 ▶ 6:13 Will America’s commercial kitchens go electric?
May 1, 2023 positive
Assertion Supported
Lacey: Domestic manufacturing accounts for 80% of US nacelles and 70% of wind towers
“But in contrast, 80% of nacelle assembly and 70% of tower manufacturing for domestic wind projects happen right here in America.”
Stephen Lacey May 1, 2023 ▶ 6:35 America’s green industrial strategy 2.0
Jun 14, 2023 negative
Insight
Lacey: America Excels at Inventing Energy Technologies, Not Manufacturing Them
“A-one-two-three systems was supposed to represent the next generation of U.S. Manufacturing. Instead, it showed how America excels at inventing new energy technologies, but not building them.”
Stephen Lacey Jun 14, 2023 ▶ 5:44 The fall of a battery maker still haunts America
Sep 7, 2023 bearish
Assertion Supported
Bloomberg: 9.7 GW of US offshore wind at risk of contract renegotiation
“And Bloomberg says another 9.7 gigawatts are at risk in America as developers look to renegotiate contracts.”
Stephen Lacey Sep 7, 2023 ▶ 4:42 Inflation headwinds for offshore wind
Sep 7, 2023 negative
Assertion Supported
Delayed or canceled projects equal 10% of EU and US capacity
“In the last few months, three major projects in Europe and America have been delayed or canceled thanks to rapidly rising costs. Those projects make up more than 10% of current offshore wind capacity already installed in the EU and US.”
Stephen Lacey Sep 7, 2023 ▶ 4:28 Inflation headwinds for offshore wind
Dec 18, 2023 neutral
Assertion Supported
The US became the world's largest LNG exporter in under ten years
“In less than a decade, America has become the world's biggest exporter of liquefied natural gas.”
Stephen Lacey Dec 18, 2023 ▶ 0:42 LNG exports: America’s hidden ‘climate bomb’
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