The Calls
Every prediction date that has already passed, checked against the public record: green held up, red didn't hold up, amber partly held up. Diamonds at the right edge were assessed before their prediction date arrived.
Everyone Andy Lubershane (10)Shayle Kann (9)Sam Jaffe (6)Jesse Jenkins (6)Michael Dunne (4)Kurt Kelty (4)Jeff Waters (4)Varun Sivaram (3)Tim Hade (3)Richard Wang (3)Matthew Sachs (3)Julian Dumoulin-Smith (3)
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The record (4) every resolved claim →
Lubershain: Global AC demand will add another US power sector by 2050
“Depending on what forecast you look at in a sort of business as usual technology scenario, that means we're on track to add, roughly speaking, another whole U.S. Electricity sector worth of electricity demand globally for this new air conditioning demand by ar…”
Lubershane: Islandable microgrids will deploy at megawatt EV charging depots
“The same expertise in in islandable large-scale power systems that are grid-connected but can take themselves offline, can provide peak capacity to the grid, can ensure that they're never drawing beyond a certain amount of capacity from the grid. Like, that sa…”
Lubbershane: EV chargers paired with storage will see widespread adoption
“And I really believe that's a category we're going to see a lot more of and already are starting to see pop up as this kind of electric vehicle chargers paired in some way with storage to buffer their demand against the grid.”
Lubbershane: Hyperscalers will pay a premium for early-stage clean energy technologies
“I think we're gonna see that particularly when it comes to customers who are willing to pay a premium for You know, perhaps newer technology that is not yet come very far down the cost curve. And, you know, I, again, I think what we're gonna see it from compan…”