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 2 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
Kelty: Tariffs to force domestic battery production increase EV prices and stifle demand
“Like, if you want, if you're really trying to encourage domestic production, ah, in the US, you would put in tariffs to increase the cost overseas, and you'd, you'd incentivize local production. The problem with that is that your cost would end up going up hig…”
Kurt Kelty Jun 26, 2025 ▶ 14:18 GM's big new battery tech push
Insight
Kelty: LFP batteries have little room left for major improvements
“LFP's been around now, For 20 odd years, it's been commercialized. They've come down that cost curve over time, and so there's not a whole lot of improvements that you can make with LFP. You've got to jump to a new chemistry.”
Kurt Kelty Jun 26, 2025 ▶ 31:40 GM's big new battery tech push
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