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 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Jaramillo: Grids will pay for 100-hour storage at $20 per kWh
“All the modeling that we did confirmed by third priority modeling is that a hundred hours and 20 dollars per kilowatt hour is sort of the magic combination. And if you can hit 20 dollars per kilowatt hour, the system will pay for a hundred hours of duration.”
Jaramillo: Iron-Air Raw Materials Cost Under $1/kWh vs $30–$35 for Lithium-Ion
“One quick point of reference, you know, lithium ion active materials. So you pull the active materials out of the ground, you put them on the table, it's maybe 30, 35 dollars a kilowatt hour, unprocessed, right? Not turned into a cell at all. For us, it's less…”
Jaramillo: Wholesale power markets today do not price reliability
“They run their own internal markets, right? They're not part of a wholesale market. And so they can pretty precisely put a value on, on reliability, which the wholesale markets today do not do.”
Jaramillo: Electric grid will need to double in size by 2045-2050
“It's trending that we would double this, we would need a grid, which is twice the size that it is today, by about 20, 45, twenty-fifty, roughly, given the growth rates.”
Jaramillo: Electric industry is seeing first demand growth in 40 years
“We are in a growth moment for the electric industry, which is not what it had been for the last 40 years, roughly.”
Jaramillo: ERCOT price spreads justify 1-to-4-hour batteries, not 100-hour arbitrage
“Right now, there aren't enough hours that have a long enough spread where it makes sense to have a hundred hour bar doing that. It does make sense for a four hour or two hour battery or even a one hour battery, frankly in ERCOT.”
Jaramillo: Georgia Power updated its resource plan early due to load growth
“The load growth is coming on so quickly that that Georgia Power has gone back to their regular to update their integrated resource plan two years early because they see the need to build out much more capacity even sooner than what they had anticipated”