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 7 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

Insight
Friedmann: Biomass is more valuable for carbon removal than energy generation
“Biomass is pretty crappy energy, but pretty good carbon. So, At almost any reasonable carbon price, it is more valuable to remove the CO₂ than turn it into energy. That carbon removal is actually more valuable than most energy products.”
Julio Friedmann Jun 9, 2022 ▶ 31:06 From biowaste to “biogold”
Insight
Friedmann: Gas CCS is most expensive per ton, cheapest per MWh
“If you think about it in terms of dollars per ton, natural gas is the most expensive. If you think about it in terms of dollars per megawatt hour, it's actually the least in the power sector.”
Julio Friedmann Apr 17, 2025 ▶ 9:31 Serving data center load with carbon capture
Insight
Friedmann: Biowastes are far more concentrated than raw biomass feedstocks
“Even though biomass is broadly distributed, bio-wastes are actually more concentrated, and so that creates an opportunity for us.”
Julio Friedmann Jun 9, 2022 ▶ 12:10 From biowaste to “biogold”
Insight
Friedmann: Hyperscalers prioritize deployment speed over cost and carbon
“We've learned the top five things that the hyperscalers and people building data centers want is, in this order, speed, speed, speed, cost, and carbon. All of those are important, but speed is the thing that is driving a lot of this.”
Julio Friedmann Apr 17, 2025 ▶ 3:45 Serving data center load with carbon capture
Insight
Friedmann: Carbon capture projects are impossible without transport and storage infrastructure
“If there is no CO₂ transportation in storage, there is no project. Period. Plop. You can't make it work.”
Julio Friedmann Apr 17, 2025 ▶ 20:46 Serving data center load with carbon capture
Insight
Friedmann: Adding Carbon Capture Reduces Pollutant Load of Gas Plants
“And in fact, if you have a natural gas plant that's running uncontrolled, carbon capture reduces the pollutant load.”
Julio Friedmann Apr 17, 2025 ▶ 31:34 Serving data center load with carbon capture
Insight
Friedmann: Only a fraction of captured CO2 will be recycled into products
“To turn CO₂ into stuff usually takes energy or money. And so, in the same way we only recycle a fraction of our produced goods of any kind, whether it's glass or aluminum or paper or whatever, we also will only recycle a fraction of the CO₂.”
Julio Friedmann May 2, 2024 ▶ 10:01 CO2 utilization
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