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 5 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 Held up
Mills: DOE will compromise on proposed transformer efficiency standard
“They asked for public, the Department of Energy asked for public comment, and I think there was enough out there and enough concern expressed that I suspect a compromise position is going to come out. I don't think what they had originally released will actual…”
Tim Mills Feb 22, 2024 ▶ 26:13 The electric transformer shortage
Assertion Supported
Mills: Pole-mount transformer lead times are normalizing but remain up to a year
“The single-phase pole-mount transformers, the gray ones that are up on a utility pole, I think the supply chain there is getting closer to being caught up, right? And so lead times are normalizing. They still might be upwards of a full year just because of the…”
Tim Mills Feb 22, 2024 ▶ 7:27 The electric transformer shortage
Assertion Supported
Mills: 95% to 98% of US transformers use grain-oriented steel
“The problem is about, I'm guessing, 95 to 98% of all the transformers that are being produced in America are using grain-oriented steel.”
Tim Mills Feb 22, 2024 ▶ 24:27 The electric transformer shortage
Assertion Supported
Mills: Distribution transformer prices surged 75% to 100% over two years
“Pricing has increased a lot over the last couple of years. I would say on average, 75 to a hundred percent increase in price.”
Tim Mills Feb 22, 2024 ▶ 27:26 The electric transformer shortage
Prediction Held up
Mills projects distribution transformer prices will rise 0% to 5% in 2024
“Right now I'm projecting a, you know, a flat to a five percent increase in twenty-twenty-four.”
Tim Mills Feb 22, 2024 ▶ 27:42 The electric transformer shortage
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