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 3 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

Prediction Open · timeframe Jan 2030
Siegel: New large-scale gas power plants will not arrive before 2030
“Large scale gas is a 20, 30 plus new resource.”
Paul Siegel Feb 12, 2026 ▶ 19:12 PJM and ERCOT navigate a capacity rollercoaster
Prediction Not checkable as stated
Siegel predicts customer churn in demand response due to frequent dispatches
“So I anticipate that in that part of the market, the demand response piece, there's going to be customer churn. Some customers that said, we thought we were getting a payment, but you were never going to need us are going to say, we don't really want to partic…”
Paul Siegel Feb 12, 2026 ▶ 10:18 PJM and ERCOT navigate a capacity rollercoaster
Prediction Not checkable as stated
Siegel: Power market volatility will push large loads into long-term contracts
“Volatility itself, I think will encourage them to look at contracting to enter into longer term arrangements to mitigate their risk and to support ongoing construction development of the kind of resources that we're going to need to keep this market in equilib…”
Paul Siegel Feb 12, 2026 ▶ 40:04 PJM and ERCOT navigate a capacity rollercoaster
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