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 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 4 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
Waters: SMRs will not be a viable power source until the mid-2030s
“The challenge there is that between permitting and technology development that needs to happen, you're probably talking about, you know, mid 20 thirties before you see that become a real play.”
LFP battery pricing could drop to $25 per kWh within years
“There's a decent likelihood we'll continue to see pricing go down. You know, I've heard some claims that you could see it go down as far as, you know, from 50 dollars down to even 25 dollars over the course of the next couple of years. I think it's realistic t…”