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 5 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
Shah: Existing grid capacity can handle load growth through 2034–2035
“The amount of load growth that we can handle, within the actual system that we've already paid for is gargantuan. It can easily take us through probably 2034, 20 35, right? Which, by which time we think nuclear will be more cost effective, enhanced geothermal …”
Shah: Warehouse rooftop solar may be cheaper net-net than utility-scale solar
“And so, and when you look at, you know, interconnection cues from utility-scale solar and that kind of stuff, it may actually end up being net-net cheaper to put solar on these four-acre warehouse rooftops than to put it in the middle of a field.”
Shah: EV boom will starve grid storage of lithium-ion batteries
“A lot of lithium ion battery capacity is going to be unavailable to the grid capacity marketplace once autos are ramping up.”
Shah: Non-lithium battery chemistries will reach commercial scale within five years
“I think we're actually five years away from all of those technologies being available at scale to the marketplace.”
Shah: Battery storage will relegate natural gas peakers strictly to emergencies
“The role of peaker plants is going to be moved increasingly to emergency situations, right? That you've got battery storage and lots of other technologies that are being used inside the Intermountain West. To be able to provide these sort of services. And so p…”