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 12 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

Assertion Partly supported
O'Donnell: Renewable electricity sources are now cheaper than industrial fuels
“Those renewable electricity sources are now cheaper than the fuel being used today.”
John O'Donnell Dec 8, 2022 ▶ 6:05 Solving the conundrum of industrial heat
Assertion Partly supported
O'Donnell: Electricity-to-heat thermal storage solutions exceed 95% efficiency
“This entire class of solutions, every one of them is above about 95% efficient in capturing electricity and delivering continuous heat.”
John O'Donnell Dec 8, 2022 ▶ 28:53 Solving the conundrum of industrial heat
Assertion Supported
O'Donnell: Oklahoma Saw 2,000 Hours of Negative Wind Prices in 2021
“Oklahoma had 2000 hours last year of negative wind prices.”
John O'Donnell Dec 8, 2022 ▶ 40:49 Solving the conundrum of industrial heat
Assertion Partly supported
O'Donnell: Oklahoma Wind Faces 10-Year Queue, California Solar Averages 7.5 Years
“There's a 10 year interconnection queue in Oklahoma for new wind projects. The average interconnection time for new utility scale PV projects in California is seven and a half years.”
John O'Donnell Dec 8, 2022 ▶ 41:20 Solving the conundrum of industrial heat
Assertion Supported
O'Donnell: Biogas trades at about a 4x price premium to natural gas
“There's a very limited supply of biogas. It's being aggressively taken up and it sort of typically trades at a, about a four times price premium to natural gas.”
John O'Donnell Dec 8, 2022 ▶ 15:02 Solving the conundrum of industrial heat
Assertion Partly supported
O'Donnell: Hydrogen heat requires 2 units of electricity per unit of heat
“Making it from clean electricity. It's about two units of electricity for one unit of heat. The production equipment, the electrolyzers are expensive today, and they're coming down in cost. That two to one ratio, though, is not something that's going to change…”
John O'Donnell Dec 8, 2022 ▶ 15:45 Solving the conundrum of industrial heat
Assertion Supported
O'Donnell: Replacing 2019 industrial heat requires 10,600 gigawatts of renewables
“If we do a units conversion and ask ourselves, we want to repower that with renewables, it's about 10,600 gigawatts of renewables, wind and solar with typical capacity factors, needed to replace that fuel consumption.”
John O'Donnell Dec 8, 2022 ▶ 5:40 Solving the conundrum of industrial heat
Assertion Contradicted
O'Donnell: Roughly 80% of industrial heat is below 350 degrees Celsius
“Something like 80% of industrial heat is in the low to mid mid range temperatures below about 350 C.”
John O'Donnell Dec 8, 2022 ▶ 8:47 Solving the conundrum of industrial heat
Assertion Supported
O'Donnell: Most industrial heat up to 600°C is moved as steam
“Up to about 600, the vast majority of heat is moved around as steam.”
John O'Donnell Dec 8, 2022 ▶ 10:05 Solving the conundrum of industrial heat
Assertion Partly supported
O'Donnell: Smelters and refineries operate continuously with one annual shutdown
“You start up a smelter or a refinery. If you turn it off, it could take you weeks to restart it. So yeah, they operate typically with one annual shutdown for inspection.”
John O'Donnell Dec 8, 2022 ▶ 19:15 Solving the conundrum of industrial heat
Assertion Partly supported
O'Donnell: 300 GW of brick heat storage currently operates in blast furnaces
“There's 300 gigawatts of heat storage running right now at the blast furnaces around the world. They store heat in brick. They figured it out in 1828.”
John O'Donnell Dec 8, 2022 ▶ 28:41 Solving the conundrum of industrial heat
Assertion Supported
O'Donnell: Only 22% of Proposed Swedish Wind Projects Were Permitted in 2021
“22% of the wind projects that were proposed in Sweden last year were permitted.”
John O'Donnell Dec 8, 2022 ▶ 37:24 Solving the conundrum of industrial heat
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