The Ledger

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why aren't all 2 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

Prediction Not checkable as stated

Apley: DAC market will be increasingly supply-constrained for 2030 and 2035

“If people are trying to secure the volumes for 2030, 30 or 20, 35, when they potentially want to actually fulfill their net zero ambitions, then I clearly see this will become more and more supply constraint.”

Andreas Apley Oct 3, 2024 ▶ 40:42 DAC’s bumpy road to commercial scale

Prediction Not checkable as stated

Apley: Some DAC startups might fail due to unrealistic promises

“I think at the moment there might be a little bit too many unrealistic promises in the market, and that might also mean that some of the companies will not make it to that next stage.”

Andreas Apley Oct 3, 2024 ▶ 38:04 DAC’s bumpy road to commercial scale

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The Ledger

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