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 4 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
Zindler: Grid interconnection, not price, will be solar's primary constraint
“It's whether you can get interconnection and get onto the grid. That is the, that is going to be really the limiting factor going forward. So all these other things are really cool, but like, you can add them, you can stack them, you can get a lot of benefit, …”
Ethan Zindler Jun 22, 2023 ▶ 11:18 Building out a U.S. solar supply chain
Prediction Not checkable as stated
Zindler: US will likely need to import skilled solar engineering talent
“Actually, when we talk about imports, like, we're probably going to have to import more, you know you know, very, very well-skilled and engineered folks you know, and capable folks to do a lot of this stuff over here.”
Ethan Zindler Jun 22, 2023 ▶ 31:03 Building out a U.S. solar supply chain
Prediction Held up
Zindler: Future direct US solar competition will primarily be Southeast Asia
“Actually a lot of the competition is probably going to become more from Southeast Asia than it is from, directly from, I mean, China, of course, will be a huge part of the story because they're the ones who are driving the total scale and the whole pie getting…”
Ethan Zindler Jun 22, 2023 ▶ 32:43 Building out a U.S. solar supply chain
Prediction Held up
Zindler: Global Solar Installs Could Near 650 GW Annually by 2030
“We're talking about another potentially close to doubling of installation per year by the end of this decade, something like the 600 to 650 gigawatts, something like that range.”
Ethan Zindler Jun 22, 2023 ▶ 36:22 Building out a U.S. solar supply chain
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