The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
McLean: Natural gas emissions reductions beat solar and wind combined by 2x
“When you account for natural gas emissions, the total emissions reduction that has been allowed by the increase of natural gas Because of shale development is two X that of solar and wind.”
McLean: Permian Shift to Horizontal Drilling Yielded 3x Capital Productivity Uplift
“And it also prompted an acceleration of a big industry shift in the Permian Basin from the vertical drilling, which we had been doing since our founding in 2007 to horizontal drilling, which proved to be effectively a three X uplift in the productivity of the …”
McLean: US Is One of Few Countries Meeting Paris Per Capita Targets
“The United States is really one of only a very small handful of countries that has actually lived up to Paris commitments in terms of per capita CO₂ emissions reductions.”
McLean: CrownRock required only $100M of primary equity in total
“We committed seventy-five million dollars. The management team contributed twenty-five million dollars in properties, so the only primary equity that was ever invested in the business was a hundred million dollars.”
McLean: CrownRock grew from under 40k to over 160k barrels per day
“And at that point in time, we were producing a little under 40,000 barrels a day, and we had projections to get well over 150,000 barrels a day if we held it for another five years. We briefly got over 160,000 barrels a day right before we sold the investment.”
McLean: US active drilling rigs dropped from 1,800 to under 600
“I mean, there were 1800 rigs running in the United States at that point in time. Last week, there was less than 600 rigs running in the US.”