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.
why aren't all 6 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
McAvoy: Data centers are funding off-site batteries to speed up grid interconnection
“We are seeing data centers like, you know, and even retail Energy providers who are coming to a utility hand in hand and saying, look, we want to put a data center here. I'm the retail energy provider. I'm going to provide this data center with energy. I neede…”
McAvoy: Tokyo FCR battery capacity prices reach $200,000 per megawatt
“Like in some areas, it is like 200,000 dollars, like per megawatt, with a service called FCR in Tokyo.”
McAvoy: PJM base residual auction capacity prices are at all-time highs
“If you look at like PJM and you see what's happening at PJM right now, the prices are going sky high, capacity prices in the
The base residual auctions are at an all-time high”
McAvoy: Gas turbines have a three-year waiting list and build time
“It takes three years to build them out, and there's a waiting list for three years to even get them.”
McAvoy: Texas Senate Bill 6 Mandates Curtailment Capacity for 70MW+ Facilities
“Senate bill six in Texas is kind of like an example of that, where if you're kind of 70 megawatts and over, you need to have the ability to curtail and other states are adopting like similar measures as well.”
McAvoy: Meta, Oracle, and Microsoft are building in-house energy teams
“And especially, like, you know, even the likes of, like, Meta and, you know, you have your Oracles of the World and your Microsofts and, you know, everyone else who are trying to build, build, build, build these out. They're investing even in their own teams. …”