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 Held up
Chase: Global Polysilicon Shortage Will End in Early 2023
“We think that this, the polysilicon shortage, we strongly think will end maybe in the next three months, although I've been saying that for a while.”
Jenny Chase Dec 1, 2022 ▶ 10:55 Unpopular solar opinions, 2022 edition
Prediction Held up
Jenny Chase: Solar will be built for green hydrogen production by 2030
“And that's even before you start thinking about, are we going to build solar to make hydrogen? And I suspect that by 2030 we are, just because we've got no idea how else to manage the problems of intermittency and how to decarbonize steel and fertilizer.”
Jenny Chase Dec 1, 2022 ▶ 43:15 Unpopular solar opinions, 2022 edition
Prediction Not checkable as stated
Jenny Chase: Indonesia will build more solar than forecasted as costs undercut coal
“I strongly suspect that there will be more solar in Indonesia than we forecast. Solar will get cheaper than coal there. It will find places to ease in. The government will probably even change its policy.”
Jenny Chase Dec 1, 2022 ▶ 42:42 Unpopular solar opinions, 2022 edition
Prediction Held up
BNEF Forecasts Global Solar Installations to Exceed 251 GW in 2022
“We are forecasting officially 251 gigawatts of build this year, up from 182 last year. So that's pretty strong growth, and I wouldn't be surprised if it comes out at higher than 251 gigawatts.”
Jenny Chase Dec 1, 2022 ▶ 6:42 Unpopular solar opinions, 2022 edition
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.