North America

3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Jul 26, 2023 by Lindsay Gorrill · said 21 times in 16 episodes since 2022 · across every show →

Mentions by year

brought up most by Stephen Lacey (5), Lindsay Gorrill (4), Zach Jones (2), Nate Adams (2), Lara Pierpoint (2), Steve Oldham (1), Pat Risner (1), Katherine Hamilton (1)

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00448820222023202420252026episodesmentions
04820222023202420252026episodes it came up in
00142820222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 3 mentions in 2 episodes 2 per episode
2024 4 mentions in 2 episodes 2 per episode
2023 8 mentions in 7 episodes 1 per episode
2022 5 mentions in 4 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about North America, oldest first

Jul 26, 2023 bullish
Assertion Not checkable as stated
Gorrill: North America has minerals for 100 years of US battery production
“Well, I think if you can develop the cell manufacturing plants, which is what we are, we're a cell manufacturer, and then all the upstream supply chain, you should have, there's enough minerals in North America to supply the United States' need for this type o…”
Lindsay Gorrill Jul 26, 2023 ▶ 27:34 A surprise benefit of rooftop solar in New England
Aug 13, 2025 bullish
Opinion
North American TAM for Graphitic Energy's carbon byproduct is 3 million tons
“There's carbon that goes into the steel-making process, into lubricants, into refractories, and so Stephen's really been instrumental in building out what we think is a, you know, three million ton a year total addressable market for our carbon in, in North Am…”
Zach Jones Aug 13, 2025 ▶ 19:33 The rogue idea that saved a hydrogen startup
May 20, 2026 bullish
Prediction Not checkable as stated
Supercool Earth targets North American and European ski resorts next season
“No, that's our plan. That's our plan. Nothing would make me happier. Yes, yes, that's I believe that we're positioning ourselves well in order to be able to do that and de-risking the things that we need to de-risk ahead of that.”
Dacia Leone May 20, 2026 ▶ 25:55 How Supercool Earth's microbes could ease the water crisis
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