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
Stark: Chasing industrial waste heat is a waste of time
“Waste heat is a waste of time. It's actually limited this industry for some time, because people are chasing after a small increase in COP to be able to justify and minimize OPEX, but what they've inadvertently done is, It's essentially driven a massive increa…”
Stark: AtmosZero trades operational efficiency to massively reduce CapEx
“We're essentially looking at decreasing our overall efficiency, but ideally to be able to massively decrease capex.”
Stark: Fuel accounts for 70% to 90% of boiler operational costs
“Once you look at the twenty-year life cycle of a boiler, or, you know, sometimes we're out in the field and we see 30, 40, fifty-year-old boilers, it's really about the opex, the fuel, and the maintenance, but fuel itself can be 70 to 90% Of that OpEx itself. …”
Stark: Steam costs represent a minor fraction of food and beverage product costs
“If you look at food and beverage industry, generally the cost of steam is a small fraction of the delivered product, because at the end of the day, let's say you're brewing beer. You're dominated by the cost of hops and barley and other sorts of ingredients, a…”
Stark: Electric boilers grow at 26% annually within $17B boiler market
“And while the total penetration in the market is relatively small, maybe about one to two percent of the boiler market today, it's the fastest growing subsector in the boiler market. So if you look at the growth of the boiler market It's about a seventeen bill…”
Stark: 65% of US Manufacturing Plants Have Thermal Loads Under 10MW
“The reality is, when you look at manufacturing in the U.S., 65% of manufacturing facilities have a thermal load below 10 megawatts”
Stark: European Natural Gas Prices Are Now Pegged to Global LNG
“No longer do you have a ready and plentiful access to pipeline gas coming in from Russia. So now in Europe, natural gas prices are much more closely pegged to global LNG imports into Europe, and that has changed the spark spread there and the equation there.”