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 13 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
Miller: 80% of Republicans Under 35 Prioritize Climate as Top-Five Policy Issue
“Currently, Republicans under the age of 35, 80% of them say climate should be in our top five list of policy issues.”
Miller: Western Oklahoma wholesale power prices are negative 20% of the time
“Power prices in western Oklahoma are -20% of the time today. They will pay you to take the power.”
Miller: 99.9% of global lithium reserves are in four countries
“99.9% of the world's lithium reserves are in the hands of just four countries, China, Chile, Argentina, Australia, none of which are the United States.”
Miller: US CO2 reductions since 2005 stem largely from fracking
“The United States has reduced its CO two emissions since 2005, largely on the back of fracking and getting that natural gas molecule out.”
Miller: Endowment ESG pressure stopped new resource commitments, not existing holdings
“The ESG pressures at your typical endowment foundation, the vast majority didn't take the form of you have to divest all of your natural resources. It typically took the form of you're not allowed to invest again in natural resources.”
Miller: Global Oil Demand Fell Only 10% During Peak May 2020 Lockdowns
“It was in May of 2020. Not a car on the road, not an airplane in the sky, not a cruise ship on the ocean. Oil prices went to -37 dollars a barrel. What do you think global demand was down? You think it was 50% that month? 70%? It was down 10%.”
Miller: Global voluntary carbon market is $3B annually versus $1T IRA
“That global market is about three billion dollars a year. For some sense of scale of how big the IRA is about a trillion dollars.”
Miller: China controls over 90% of rare earth refining capacity
“China controls over 90% of the rare earth refining capacity.”
Miller: US natural gas prices are 80% lower than Europe's
“The United States, by virtue of fracking, has natural gas prices that are just structurally lower than the rest of the globe. They are 80% lower than Europe.”
Miller: Section 45Q pays $85 per ton of sequestered CO2 over 12 years
“Really what that tax credit says is, hey, if Ted goes out and he takes one ton of carbon dioxide gas, and he injects it into the earth, permanently getting rid of it, we'll pay him 85 dollars per ton that he does via tax credit for a period of 12 years.”
Miller: Only about 10 permanent carbon sequestration wells operate in US
“There's only 10 or something permanent sequestration wells operating in the United States right now.”