Ariel Green

7 statements across 1 episodes · 4 bullish · 1 bearish · 1 people on the record · first statement Oct 15, 2025 by Jamie Daggett · said 16 times in 1 episodes since 2025 · across every show →

Mentions by year

brought up most by Stephen Lacey (11), Jamie Daggett (5)

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2025 16 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Ariel Green, oldest first

Oct 15, 2025 bullish
Prediction Held up
Large-scale long-duration storage projects will come online by 2026 or 2027
“So I'd say by 20, 26, 20, 27, we'll, we'll see some of these larger scale long duration projects just coming online and we'll definitely be, Watching and likely involved in some of those.”
Jamie Daggett Oct 15, 2025 ▶ 22:32 How insurance can narrow the valley of death [partner content]
Oct 15, 2025 bearish
Assertion Contradicted
Under 20% of leading solar suppliers from a decade ago survived
“We've been insuring PV module manufacturers for nearly 15 years, and if you look back a decade, fewer than 20% of the leading solar suppliers from that time are still around today.”
Jamie Daggett Oct 15, 2025 ▶ 15:48 How insurance can narrow the valley of death [partner content]
Oct 15, 2025 bullish
Prediction Not checkable as stated
Sodium-ion batteries could be a near-term replacement for energy storage
“You know, we see sodium ion playing a part, and we're already interested in, and seeing how that's going to participate. I think that could potentially be a replacement in the nearer term, even.”
Jamie Daggett Oct 15, 2025 ▶ 22:57 How insurance can narrow the valley of death [partner content]
Oct 15, 2025
Disclosure
Insurers require 6 to 12 months operating proof before covering clean tech
“What we want to see is proof of operation at commercial scale, typically six to 12 months before we provide coverage.”
Jamie Daggett Oct 15, 2025 ▶ 21:02 How insurance can narrow the valley of death [partner content]
Oct 15, 2025 positive
Assertion Not checkable as stated
Clean tech developers increasingly hire dedicated VPs of risk and insurance
“Within the last year or two, you know, the counterparts that I interact with at some of the suppliers and project developers have titles like VP of risk or VP of insurance and risk, which I think goes to show that they're now focusing on long-term risk plannin…”
Jamie Daggett Oct 15, 2025 ▶ 24:07 How insurance can narrow the valley of death [partner content]
Oct 15, 2025
Assertion Supported
Ariel Green continued coverage for Powin buyers after Chapter 11 bankruptcy
“This happened this year with Powen, and we've been insuring Powen systems, and so as soon as they filed their chapter 11, You know, the buyers reached out and said, you know, what happens now? And our insurance policies worked exactly like they were supposed t…”
Jamie Daggett Oct 15, 2025 ▶ 10:47 How insurance can narrow the valley of death [partner content]
Oct 15, 2025 positive
Insight
Insurance bridges clean tech valley of death via creditworthy backstops
“What insurance can do to help bridge that gap is focus on providing a creditworthy backstop so that the performance guarantees that the company is making are now held by a high credit rated insurance company rather than a non-creditworthy backstop.”
Jamie Daggett Oct 15, 2025 ▶ 6:35 How insurance can narrow the valley of death [partner content]
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