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 4 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

Assertion Supported
Waters: Natural gas turbines ordered today have lead times until 2030
“You know, turbines today for natural gas, you know, if you place an order today, it's, you're not going to see that until, let's say, twenty-thirty.”
Jeff Waters Apr 23, 2025 ▶ 5:43 What’s next for the battery storage boom? [partner content]
Assertion Supported
Waters: LFP battery costs fell nearly 50% in two years
“So the cost for, you know, LFP batteries have come down nearly 50% over the course of the last year or two.”
Jeff Waters Apr 23, 2025 ▶ 7:12 What’s next for the battery storage boom? [partner content]
Assertion Supported
Waters: U.S. energy storage is projected to reach 170 GW by 2033
“It's expected, just to give you a broad number, by 2033, the market is projected in the U.S. To hit about a 170 gigawatts of storage.”
Jeff Waters Apr 23, 2025 ▶ 6:18 What’s next for the battery storage boom? [partner content]
Assertion Supported
Waters: LFP battery supply chain investment is spreading to Indonesia and Morocco
“I mean, the supply chains for LFPs have been largely within China. You're seeing that now spread more broadly. So Indonesia, Morocco are all areas now where you're seeing a lot more investment going into it.”
Jeff Waters Apr 23, 2025 ▶ 11:07 What’s next for the battery storage boom? [partner content]
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