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 9 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 Contradicted
Scheyder: Direct lithium extraction has never worked at commercial scale
“Which has never actually worked on a commercial scale but there's a lot of money being poured into it by researchers across the globe.”
Ernest Scheyder Jan 2, 2025 ▶ 22:57 Lithium’s wild ride
Assertion Supported
Scheyder: Western Lithium Miners Curtail Expansions as Chinese Competitors Overproduce
“We definitely see, given the current pricing dynamics that many Western lithium companies are having to curtail their expansion plans because Chinese linked rivals are increasing production or not curtailing their own production, i.e. They're operating at a lo…”
Ernest Scheyder Jan 2, 2025 ▶ 12:24 Lithium’s wild ride
Prediction Not checkable as stated
Scheyder: The Future Economy Will Maintain a Significant Petroleum Mix
“I think probably what's going to end up happening is we're going to have a bigger mix moving forward with a petroleum-based economy.”
Ernest Scheyder Jan 2, 2025 ▶ 18:20 Lithium’s wild ride
Assertion Supported
Scheyder: China is the world's largest lithium processor
“China is, is the world's largest processor for many of these types of lithium. So we were talking about Australia and Chile earlier in the conversation. I mean, much of that lithium is, is shipped to mainland China where it's processed into a form that can be …”
Ernest Scheyder Jan 2, 2025 ▶ 10:49 Lithium’s wild ride
Assertion Supported
Scheyder: Texas currently has no regulatory rules governing lithium extraction
“Texas, for instance, has no rules right now governing lithium extraction, which I think people just assume because Texas has a huge history in oil and gas extraction that it would also have these lithium rules, but they haven't developed them yet.”
Ernest Scheyder Jan 2, 2025 ▶ 34:19 Lithium’s wild ride
Assertion Supported
Scheyder: Australia is the world's top lithium producer, Chile leads in brine
“Chile, as I mentioned, is the world's, one of the world's largest lithium producers and the world's largest brine producer. Australia is the world's largest lithium producer because of its large spodumine or hard rock mines.”
Ernest Scheyder Jan 2, 2025 ▶ 5:07 Lithium’s wild ride
Assertion Supported
Scheyder: Hard rock extraction accounts for more global lithium than brine
“I mean, right now, there's definitely more lithium production in the world from hard rock than there is from brine.”
Ernest Scheyder Jan 2, 2025 ▶ 5:39 Lithium’s wild ride
Assertion Supported
Scheyder: Quebec graphite miners charge a premium to battery makers
“We're seeing some graphite miners in Quebec charge a premium for their graphite that's produced in North America to battery makers.”
Ernest Scheyder Jan 2, 2025 ▶ 27:41 Lithium’s wild ride
Assertion Supported
Scheyder: ExxonMobil has invested over $100M in Smackover lithium extraction
“ExxonMobil, which has invested more than a hundred million dollars to try to extract lithium from a part of Arizona, excuse me, a part of Arkansas known as the Smackover.”
Ernest Scheyder Jan 2, 2025 ▶ 30:49 Lithium’s wild ride
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