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.

clear all ✕

why aren't all 2 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

Prediction Partly held up
Major automakers will fully transition to EVs by 2024, abandoning gas engines
“You've also seen major sustained investments by the automakers that are of a scope and scale that mean it's not clear when the curve ramps in the small amount, but four years from now, since people aren't doing new engine programs, they're switching to electri…”
Reuben Munger Jul 6, 2020 ▶ 36:23 Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
Assertion Partly supported
Blackstone and mega private equity funds are pivoting into energy storage
“Going back to energy storage, in the last three months, we've seen both energy capital partners and Blackstone make big moves, and that's sort of saying, okay, what are we doing here? This is not oil and gas.”
Reuben Munger Jul 6, 2020 ▶ 31:28 Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
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