Persian Gulf, every mention
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tap a year for its mentions
every year anyone Susan Su 7Lara Pierpoint 7Nico Pinkowski 1Andrew Beebe 1
Verbatim, from the transcripts: the passages where Persian Gulf comes up
The ‘brutal reality’ of scaling low-carbon fertilizer
- ▶ 0:08 Nico Pinkowski The Persian Gulf, through the Strait of Hormuz, supplies 38% of global urea, which is the most common form of nitrogen fertilizer used in the world.
- ▶ 38:27 Lara Pierpoint A lot of fertilizer that traditionally comes from global markets, specifically around, you know, a particular Gulf and Strait of Hormuz, um, is now not coming into the world. 2 times in the scene
The $6 trillion threat to climate tech finance
- ▶ 1:03 Lara Pierpoint 40% of the world's capital comes from just four Gulf states, and those four states have started exploring whether the war constitutes force majeure, meaning they could exit their financial commitments with no fault. 3 times in the scene
- ▶ 2:59 Lara Pierpoint Recently, Susan wrote about the six trillion dollars in Gulf capital that may be in peril, and what that means for the future of the energy transition. 2 times in the scene
- ▶ 12:14 Susan Su All of that is happening, but, um, there was also a, in early March, the Financial Times reported that the, um, three of the four major Gulf economies were collectively, um, 5 times in the scene
- ▶ 19:59 Susan Su So, GPs, and I think we saw this at the beginning of COVID as well, GPs may self-censor, um, especially with those Gulf LPs in a time when it feels a little bit awkward, to say the least, um, to be going around
- ▶ 22:46 Susan Su So a war in the Gulf, or some kind of escalation in Taiwan, or a European energy crisis caused by another war, um, all of those feed into the discount rate applied to a ten-year climate project.
AI-fueled geothermal and ‘the edge of the possible’
- ▶ 27:14 Andrew Beebe I was in, um, I was in Dubai recently and just strolling along, uh, the Gulf and,