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 63 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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 Not checkable as stated
Friedmann: Waste biomass supply is sufficient for bankable 10-year offtake contracts
“In the near term, I'm less worried about the biomass supply, but I'm, I do mean that in the near term, in like the next 10 years or so. I think it's possible to put together long-term offtakes, that it's possible for those long-term offtakes to really be focus…”
Julio Friedmann Jun 9, 2022 ▶ 14:30 From biowaste to “biogold”
Assertion Contradicted
Friedmann: Lancaster, California runs its municipal operations entirely on waste biomass
“City of Lancaster in California is running the entire city on waste biomass. They're putting it into a plasma gasifier, and they're running their trucks, and they're running their power systems, and they're running their heating entirely on waste biomass.”
Julio Friedmann Jun 9, 2022 ▶ 24:14 From biowaste to “biogold”
Assertion Not checkable as stated
Friedmann: Lack of global standards impedes biomass commodity exchanges
“Ultimately, though, we are going to need to have some kind of global standards For sustainable biomass, we don't have those yet, which makes it a little hard to have, you know, global commodities exchanges on it because we're still not quite sure we're talking…”
Julio Friedmann Jun 9, 2022 ▶ 37:56 From biowaste to “biogold”
Assertion Supported
Friedmann: 40 global CCS facilities capture 60M tons of CO2 annually
“And we have deployed CCS on some 40 facilities around the world. We're capturing around sixty million tons a year and injecting it underground.”
Julio Friedmann Apr 17, 2025 ▶ 7:05 Serving data center load with carbon capture
Assertion Supported
Friedmann: US CO2 pipelines are largely dedicated to enhanced oil recovery
“The 5000 miles of CO two pipelines in the United States are largely dedicated to that.”
Julio Friedmann May 2, 2024 ▶ 4:22 CO2 utilization
Assertion Not checkable as stated
Friedmann: Shipping CO2 costs ~$18/ton by truck versus ~$2/ton by pipeline
“So it costs something like 18 bucks a ton or something like that to ship things by truck, where it might cost two bucks a ton to ship it by pipeline, right?”
Julio Friedmann May 2, 2024 ▶ 7:22 CO2 utilization
Assertion Supported
Friedmann: EU Law Mandates 0.7% E-Fuels for Aviation by 2030
“0.7% of the fuels in Europe in 2030 are gonna be e-fuels for jets by law.”
Julio Friedmann May 2, 2024 ▶ 21:27 CO2 utilization
Assertion Supported
Friedmann: SABIC in Saudi Arabia already recycles CO2 into urea fertilizer
“One of them is urea, which is a massive fertilizer market today. That is super cheap and easy to do, and in fact, there's a couple of big plants around the world that do that today. In Saudi Arabia, for example, SABIC, the chemical company there, has been taki…”
Julio Friedmann May 2, 2024 ▶ 33:53 CO2 utilization
Assertion Partly supported
Friedmann: Tallgrass is repurposing a gas pipeline to transport Nebraska CO2 to Colorado
“One of them is, there was announcement just a couple of days ago, a portion of the summit pipeline, a company called Tallgrass, is going to capture CO₂ in Nebraska and store it in Colorado. They are repurposing an existing natural gas pipeline to do that.”
Julio Friedmann May 2, 2024 ▶ 43:29 CO2 utilization
Assertion Supported
Friedmann: Global ammonia market is 180 million tons and $60 billion annually
“Today we make about a hundred and eighty million tons a year of ammonia worldwide. And the total ammonia market is sixty billion dollars, which is shockingly small, actually.”
Julio Friedmann Jan 5, 2023 ▶ 4:46 Ammonia: the beer of decarbonization
Assertion Supported
Friedmann: Around 200 global shipping terminals already handle ammonia transport
“There are already about 200 shipping terminals that, that, that ship ammonia to receiving terminals. So there's already a big infrastructure to it.”
Julio Friedmann Jan 5, 2023 ▶ 5:47 Ammonia: the beer of decarbonization
Assertion Supported
Friedmann: Moving 1M tons of ammonia in Galveston requires $500M in storage
“We did a study looking at an example in Galveston, Texas, and to move a million tons of ammonia a year, Like, five hundred million dollars was just for the storage facilities.”
Julio Friedmann Jan 5, 2023 ▶ 44:22 Ammonia: the beer of decarbonization
Assertion Supported
Friedmann: California has 100 million dead trees suitable for biowaste use
“In California, because in part of climate change and other things, we have a hundred million dead trees, that's pretty concentrated bunch of dead trees, so you can actually think about how to use that.”
Julio Friedmann Jun 9, 2022 ▶ 11:23 From biowaste to “biogold”
Assertion Supported
Friedmann: Central Valley food processing pre-aggregates large agricultural waste volumes
“In things like the Central Valley of California, again, we actually have a lot of concentrated agricultural wastes from where the food is processed, so the food may be gathered like almond pits or husks or something like that, but when they're processed, they'…”
Julio Friedmann Jun 9, 2022 ▶ 11:34 From biowaste to “biogold”
Assertion Partly supported
Friedmann: About 6% of Germany's electricity comes from biomass gasification
“They do that today in Germany. About six percent of the electricity is generated by biomass in a gasifier to syngas to a turbine.”
Julio Friedmann Jun 9, 2022 ▶ 18:45 From biowaste to “biogold”
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