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 9 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
House: Nickel prices will drop below $30 per kilogram by April 2024
“These prices will not, I would bet against nickels being at 30 dollars a kilogram two years from now, because two years ago it was less than 20, and there were plenty of good opportunities, good projects out there, new projects that would work at 20.”
House: Known rare earth reserves are sufficient without new discoveries
“There, there's sufficient identified in reserves that we don't actually need new discoveries of it. It's just that most of that is in China or Vietnam.”
House: Mineral discovery rate per exploration dollar dropped sixfold over 30 years
“The number of tier one or tier two discoveries made per dollar of exploration expenditure has dropped about six fold in the last 30 years.”
House: DRC holds two-thirds of global cobalt production and reserves
“Cobalt has a very highly concentrated supply in the Democratic Republic of Congo, about two-thirds of existing production, so, you know, the rate at which cobalt's coming out of existing mines, and two-thirds of reserves, the total amount of cobalt The total a…”
House: Processing Indonesian nickel laterites costs $15 to $25 per kilogram
“Indonesia is really a high-cost producer. They produce out of a type of deposit called laterites, which are almost like metallic dirt low concentration, kind of high processing costs. It costs, you know, it costs 15, 20, 25 dollars a kilogram to process that.”
House: Over 15% of Congolese cobalt comes from artisanal mining
“Something like 15 plus percent of cobalt that's been estimated coming out of cobalt coming out of Congo is, is sourced in that manner.”
House: EVs require three times more copper mass than ICE cars
“An EV, as you probably know, requires about three X copper, three X mass of copper, than an equivalent internal combustion car.”