United States
also referred to as: the us · us
91 statements across 51 episodes · 32 bullish · 20 bearish · 42 people on the record · first statement Nov 19, 2021 by Akshat Rathi · said 1,142 times in 149 episodes since 2021 · across every show →
Mentions by year
brought up most by Stephen Lacey (458), Lara Pierpoint (61), Katherine Hamilton (41), Jigar Shah (39), Eric Wesoff (25), Shalini Ramanathan (19), Alexandria Herr (19), Julian Spector (17)
tap a year for its mentions
2026 47 mentions in 8 episodes 6 per episode
- How Supercool Earth's microbes could ease the water crisis
- Did someone just figure out how to project finance nuclear?
- Form Energy's manufacturing breakthrough
- The perovskite bet that could transform solar
- The $6 trillion threat to climate tech finance
- The microbial solution to our massive copper shortfall
- Burying trees to save forests?
- The missing capital for climate startups: more debt
- every mention in 2026, scene by scene →
2025 111 mentions in 20 episodes 6 per episode
- John Hickenlooper’s optimism in the face of opposition
- This VC wants climate tech to play hardball in Washington
- Nextracker's blueprint for 100 gigawatts of solar trackers
- Open Circuit: Jigar, Katherine, and Stephen are back
- Pioneering one of the first IRA tax credit transfers
- Sage Geosystems' bet on underground energy storage
- The rogue idea that saved a hydrogen startup
- How supply chain chaos sank Sunfolding
- 12 more episodes that year, every mention in 2025 →
2024 188 mentions in 23 episodes 8 per episode
- The terawatt era of PV: ‘Solar will be the gas of today’
- Political Climate: Is the IRA under political threat?
- Pricing and tech trends shaping the global battery storage market
- Why ditching aluminum is key to securing the US solar supply chain
- Our final episode: The top stories of 2024 so far
- The rise of heat batteries
- US power demand is set to boom. How will we meet it?
- The news quiz episode!
- 15 more episodes that year, every mention in 2024 →
2023 519 mentions in 48 episodes 11 per episode
- LNG exports: America’s hidden ‘climate bomb’
- America’s historic climate law, one year on
- Making sense of advanced nuclear’s stumbles
- America’s green industrial strategy 2.0
- Are oil & gas majors abandoning clean energy?
- The high stakes debate over green hydrogen
- A groundbreaking battery nears industrial scale
- The fall of a battery maker still haunts America
- 40 more episodes that year, every mention in 2023 →
2022 258 mentions in 45 episodes 6 per episode
- How one company could crush the US solar industry
- Could a ‘green upheaval’ embolden Russia?
- The Ike Dike: the biggest civil engineering project in US history
- From empty concrete to offshore wind hub?
- Russia’s war hits energy markets hard
- Why US carbon emissions are rising quickly
- A historic climate rule from America’s financial regulator
- Should we eat bugs, farmed fish, or soy?
- 37 more episodes that year, every mention in 2022 →
2021 19 mentions in 5 episodes 4 per episode
Everything said about United States, oldest first
Nov 19, 2021
Rathi: US and China originated the COP26 'phase down' coal language
“And that two or three page document that Came on Wednesday was what then set the tone for the deal to happen on the Saturday, and in that deal is where we had the language around phase down of coal, and that's the language that eventually made it into the fina…”
Feb 2, 2022
Feb 2, 2022 negative
Cantú: US faces geopolitical disadvantage without domestic lithium supply
“I think, you know, the Biden administration recognizes rightfully so that the country is at a particular geopolitical disadvantage if it can't produce lithium or other metals necessary for the energy transition from domestic sources.”
Mar 30, 2022 negative
Lacey: US energy insecurity is driven by housing and racism, not supply
“In the richest country in the world, we still have tens of millions of people who don't have access to reliable energy, or who can't pay their energy bills. And that's not an energy availability problem. It's a housing problem. And it's a racism problem.”
Apr 27, 2022 bearish
Apr 27, 2022 bearish
Westhoff: US Solar Manufacturing Capacity Is 7 GW Versus China's 300 GW
“Just to give you an idea of the scale, the United States has a capacity of about seven gigawatts of solar manufacturing, whereas China has a manufacturing capacity of about three 300 gigawatts of solar manufacturing. One company, Longi Solar, has a manufacturi…”
Apr 27, 2022 neutral
Apr 27, 2022 bearish
Westhoff: Solar manufacturers halt US shipments over retroactive tariff risk
“Not only is it raising prices for power purchase agreements, not only is it causing paroxysms within the developer world, But it's causing manufacturers to stop shipping to the United States because they're afraid of tariffs, and more importantly, retroactive …”
Apr 27, 2022 neutral
Apr 27, 2022 negative
Apr 27, 2022 bearish
Jun 1, 2022 negative
Jul 19, 2022 negative
Jul 27, 2022 positive
Friedman: US TV meteorologists have significantly improved their climate coverage
“In the United States, I think that there's been such a huge improvement in the way that TV meteorologists approach climate coverage, partly because of the influence of Climate Central and some of the teachings that they've done, and the graphics that they've p…”
Jul 27, 2022 neutral
Aug 10, 2022 positive
Aug 10, 2022 bullish
Hamilton: Per-kWh production tax credits will make US a battery leader
“That is going to transform the market for EVs and for all batteries. If you are paid by the kilowatt hours produced, I mean, companies are already starting to move their operations to the U.S., this will completely transform it, and I think we will become a gl…”
Aug 24, 2022 neutral
Sep 7, 2022 negative
Sep 15, 2022 bearish
Sep 15, 2022 positive
Haspel: Soy Yields Six Million Calories Per Acre, Tripling Other Legumes
“So soy, here in the United States, we can grow about six million calories per acre, and that's less than half of what corn can do, because protein has a lot of plant overhead, so any protein-rich plant is going to generate fewer calories per acre than a crop t…”
Oct 5, 2022
Oct 13, 2022
Dec 6, 2022 positive
Feb 15, 2023 neutral
Seals: One in four US homes is all-electric; Florida gas cooking is 9%
“Much of the South, and especially the Southeast, is already electrified, and we see that across the country, one in four homes is already all electric and I've seen this too, and in our study, we looked at Florida, for example, and we found that only nine perc…”
Feb 15, 2023 positive
31 million Americans live in communities with all-electric building codes
“Already we're living in a moment where almost a hundred cities and communities have passed all electric required or all electric preferred bills, and we estimate that thirty-one million people are living in communities where this kind of new construction polic…”
Mar 8, 2023 bullish
Mar 8, 2023 neutral
Mar 8, 2023 bullish
Mar 8, 2023 bullish
Mar 8, 2023 bullish
Shah: Li-Cycle Rochester plant will produce 8,500 tons of lithium carbonate
“Life cycle in Rochester, New York will produce 8500 tons of lithium carbonate once it's fully scaled up. To put that in perspective, the United States as a whole produces 5000 tons per year. It'll be the single, single largest producer of lithium carbonate in …”
Mar 8, 2023 bullish
Shah: The US is on track to meet its domestic lithium needs
“You know, look, I think lithium, we're clearly on track, whether it's the Salton Sea, or whether it's Nevada, or whether it's, you know, some of the other mines that we've already identified in the processing facilities that the Loan Programs Office will fund.…”
May 1, 2023 bullish
Shah: US has $46B in announced clean hydrogen capital allocation
“So on hydrogen We're probably at around forty six billion dollars worth of capital allocation for hydrogen projects that have already been announced, and we're on track to doing about ten million tons of hydrogen production, clean hydrogen production, by the e…”
May 1, 2023 neutral
May 10, 2023 neutral
May 10, 2023 positive
May 22, 2023 bullish
Ramanathan: Low-cost power and IRA incentives make U.S. clean manufacturing unbeatable
“The U.S. Now has two advantages. It has, on the whole, on a global basis, low-cost green power, and it has the incentives in the Inflation Reduction Act. And that means that it's going to be really hard to beat the U.S. As a location for manufacturing.”
May 22, 2023 neutral
Ramanathan: China refines 65% of global lithium supply
“So China refines 65% of the lithium worldwide, and it may come from other places. A lot of it comes from Australia, but it's refined in China, and that means that if there are trade tensions, they have control over something that is important to the U.S.”
Jun 1, 2023 bullish
Clayton: Hitting 1.5C target requires electrifying 500,000 homes monthly for 25 years
“We really need to electrify 500,000 homes every month for the next 25 years, and that's what it's really gonna take for us to hit our objectives, not only around one and a half degrees, but Really around, ah, how we use energy in the country.”
Jun 14, 2023
Ex-DNI Dennis Blair argued battery manufacturing lacked national security importance
“From Admiral Dennis Blair, who had been the former U.S. Director of National Intelligence under Obama, there's this amazing quote in his op-ed where he says, like, there are many things that the U.S., many technologies the U.S. Should seek to protect lithium-i…”
Jun 14, 2023 negative
Coppola: US lost battery dominance due to lack of industrial policy
“It's sort of like this is the consequence of our lack of industrial policy. It's just this big symbolic reminder of how we just dropped the ball of how our system did not work, I don't think. You know, for, it didn't work in terms of long-term strategic bets o…”
Jul 12, 2023 positive
Jul 26, 2023 bullish
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…”
Aug 3, 2023 negative
Unregulated grid-powered hydrogen would add 200 million metric tons of CO2
“The worst case is really that there's really no requirements for hydrogen production from grid electricity, which means, in the end, you end up creating more emissions than what fossil hydrogen production is already creating today. So let's say the U.S. Actual…”
Aug 15, 2023 neutral
Aug 15, 2023 bullish
Aug 15, 2023 neutral
IRA Domestic Content Rules Pit US Manufacturers Against Project Deployers
“That's really complicated stuff, and in some cases, it's pitting companies or industries that are focused on building stuff here in the United States. Against companies and industries that are focused on putting the stuff that's built in other countries to wor…”
Aug 23, 2023
Sep 29, 2023
Gallucci: US steel is 70% scrap-based, reversing global coal reliance
“So the United, in the United States, about 70% of steel produced every year comes from using scrap in these electric arc furnaces, and 30% comes from these coal-using blast furnace basic oxygen furnaces. Globally, it's the reverse. So 70% is coming from this c…”
Oct 26, 2023 neutral
Dec 12, 2023 neutral
Dec 12, 2023
Wesoff: South Korea aligns nuclear construction incentives better than the U.S.
“In places like, say, South, South Korea, the folks who design The nuclear plant and build the nuclear plant are also the same people, in many cases, are the same people who operate and maintain the nuclear plant, and all of their incentives are aligned, and th…”
Dec 18, 2023 neutral
Dec 22, 2023 bearish
Dec 22, 2023 bearish
St. John: Clean hydrogen lacks the infrastructure and economics for end-user adoption
“Governments, the United States, the European Union, South Korea, Japan, others, are incentivizing hydrogen production for these purposes And making goals that are kind of astounding in their scope for gigawatts, tens of gigawatts of hydrogen production, and ye…”
Dec 22, 2023 neutral
Jan 9, 2024 bullish
Davis: The IRA will boost US solar installations by 40%
“When the IRA was first passed in August of, you know, we modified our forecasts, and we anticipated that over the next five years, the IRA would increase installations in the U.S. By, like, 40%. Pretty, you know, pretty big impact from a very historic piece of…”
Jan 9, 2024 negative
Jan 9, 2024 positive
Davis: Low pandemic interest rates drove record US residential solar installations
“So I would actually argue that the pandemic, because the, because low interest rates have been such a big factor in fueling affordable loans for residential solar, the pandemic in, at least in the United States, actually helped drive more residential solar tha…”
Jan 9, 2024 positive
Davis: Corporate and utility buyers drive the majority of US solar procurement
“The primary drivers of utility scale solar procurement, at least, are corporate buyers signing contracts and voluntary procurement on the part of utilities. That's where the majority of utility scale solar, or how the majority of utility scale solar is procure…”
Jan 9, 2024 neutral
Feb 8, 2024 positive
Sekine: $100B+ committed to US EV and battery supply chains in 2023
“Even though last year we saw a record number of, like, commitments towards clean energy supply chains in general in the US,
Most of which were for EVs EVs and batteries, so about more than a hundred billion dollars committed towards EV and batteries supply cha…”
Feb 8, 2024 neutral
Feb 15, 2024 neutral
Feb 15, 2024 bullish
Feb 15, 2024 neutral
Feb 22, 2024 positive
Mar 6, 2024 bearish
Janis: The US faces a massive deficit of powered land
“We're going to have a huge deficit of powered land in this country to serve, again, not just data centers, but also all the domestic manufacturing that's looking for the same thing and hydrogen and other things that are also going to be looking for clean energ…”
Apr 9, 2024
Apr 9, 2024 neutral
Apr 17, 2024
Apr 17, 2024 neutral
Apr 17, 2024 positive
Apr 26, 2024 bullish
Hurlbut: US clean tech capacity will meet demand within a couple of years
“Some of these products are only made in China, and we want to build that capacity here, but there are demand for these products, and we don't have the capacity to meet that demand right now.
We will in a couple of years once we build all these facilities.”
Jun 10, 2024 bearish
Jun 13, 2024 neutral
Shiao: Top solar tracker makers planned US reshoring before the IRA
“If you talk to some of the leading tracker players, they had these plans to onshore more, ah, manufacturing here before something like, you know, the Inflation Reduction Act was even passed, just for all the reasons that Greg just talked about, carbon, logisti…”
Jun 13, 2024 neutral
Jul 16, 2024 neutral
Feb 19, 2025 negative
Shah: Oil and Gas Outspends Clean Energy 20 to 1 on Influence
“I think where we are today is that the clean energy industry in the United States, in all of its forms, invests roughly five hundred billion dollars a year but pays about two hundred million dollars a year in influence. The oil and gas industry invests about t…”
Feb 19, 2025 positive
Mar 12, 2025 bearish
Mar 26, 2025 bullish
Mar 26, 2025 positive
Jun 18, 2025 neutral
Jun 18, 2025
Nov 19, 2025 bullish
Dec 17, 2025 neutral
US geothermal drills roughly 50 wells annually compared to oil's 30,000
“The geothermal, geothermal industry, which drills, you know, anywhere from, say, 30 to 50 wells a year, and the, and this is in the U.S., and the oil and gas industry, which drills, you know, 20 to 30,000 wells a year, did not get together.”
May 20, 2026
Jul 29, 2026 neutral
Aug 26, 2026 positive
Aug 26, 2026 bullish
Dennett: Structural demand for US copper will hold regardless of politics
“The structural logic at the end of the day is going to hold regardless of who's in office, because you can't electrify anything. You can't build AI data centers without copper, and much of the world's current refining and processing capacity sits outside the U…”