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 6 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
Waters: Natural gas turbines ordered today have lead times until 2030
“You know, turbines today for natural gas, you know, if you place an order today, it's, you're not going to see that until, let's say, twenty-thirty.”
Waters: LFP battery costs fell nearly 50% in two years
“So the cost for, you know, LFP batteries have come down nearly 50% over the course of the last year or two.”
Waters: New York, PJM, and MISO will see accelerating storage growth
“And, you know, right now, I would say, you know, New York, ah, PJM, MISO, those are all regions where we expect to see a lot more growth. Than we've seen historically.”
Waters: Tariff Costs and IRA Cuts Will Likely Hit Utility Ratepayers
“And so then what you'll see is anything around tariffs or IRA incentives getting cut will likely get passed on to the rate payers. That's my best guess from what I'm seeing.”