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 8 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
Hade: Utility scale is 90% of US battery growth and C&I is virtually zero
“Of that, you know, roughly 40 gigawatts of storage that's been added to the grid over the last five years something like 90% of it is utility scale, and 10% is residential, and if you add 90 and 10, that gets to a hundred, which means that basically nothing is…”
Hade: PJM capacity prices have increased 11x over 36 months
“The way to think about this in PJM, right, is capacity prices have gone up 11 X in the last 36 months.”
Hade: Microgrid ITC was only appropriated for two years, leaving one usable year
“The IRA included what's called the microgrid investment tax credit, which allowed the switch gear that is islandable to receive a 30% tax credit to sort of help bridge that gap. Unfortunately that was only appropriated for two years, and we still don't have th…”
Hade: 95% of C&I loads are sub-2MW, but soft costs prevent microgrids
“Ninety-five-ish percent of commercial and industrial loads are below two megawatts, right? But almost all the microgrids are built above two megawatts, and the reason for that is not technology cost, it's all soft cost, right?”
Hade: Grid interconnection queue wait times reach up to nine years
“If you want to build a utility scale battery in PJM today, and you submit your interconnection application to get in the queue, on average, you're waiting about six years right now. In Kaiso, you're waiting maybe nine years. In ERCOT, you're waiting maybe four…”
Hade: Most data centers globally use diesel generators for backup power
“Most data centers in the world today, those backup power generation devices are diesel generators, right? Increasingly, they're becoming natural gas generators, but for most data centers, they're diesel generators.”