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 3 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
Frith: Northvolt's yield struggles inflated costs and lost BMW's contract
“Northvolt started manufacturing cells on its plant around the end of twenty-twenty-two, I believe. So, kind of, we're coming up to two years now. And if the, you know, media reports are to be believed, they're still having a huge issue with yields. They can't …”
James Frith Oct 10, 2024 ▶ 30:18 Unpacking China’s cheap battery costs
Assertion Supported
Khan: BMW canceled a $2 billion Northvolt order over quality issues
“What seemed to, you know, make the slope of the downturn for the company accelerate a lot was BMW canceling this big two billion dollar order because of quality issues as far as I understand it.”
Shayle Kann Dec 12, 2024 ▶ 21:02 What went wrong at Northvolt?
Assertion Supported
Huang: German automakers generate one-third of sales from China
“For people like Volkswagen, they get one third of their sales in China. And I think it's similar ratio for BMW and the Audi and Benz.”
TP Huang Jun 20, 2024 ▶ 34:39 Demystifying the Chinese EV market
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