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 10 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
Wang: Electrochemical aluminum conversion outperforms combustion efficiency without NOx emissions
“You can really design electrochemical systems that are incredibly cost-effective and capable, and ultimately able to convert that energy from its raw thermodynamic form in aluminum out to electricity with far higher efficiency than combustion, without any of t…”
Wang: Aluminum fuel is twice as energy-dense by volume as diesel
“In fact, is from a volume basis, about twice as energy dense as diesel on an as-converted basis. So come at the amount of electricity you're getting out per, you know, liter per gallon of fuel. And then even on a weight basis, you are a little bit better than …”
Wang: Voya achieves 100 MW per acre, quadrupling diesel density
“Per in terms of megawatts per acre, the power density, how much power you can pack in per acre, we are approximately a hundred megawatts per acre in our high density configuration, which is about four times higher than a diesel generator installation”
Wang: Equivalent battery backup requires over 10x the footprint of diesel
“Like, any kind of battery configuration with the same kind of duration, you're talking about more than 10 times the footprint, whether lithium ion or otherwise.”
Wang: Diesel generators produce dirty power needing extra buffering for GPUs
“The power quality coming out of a diesel generator tends to be very dirty in terms of the voltage waveforms for your AC. And if you have spiky loads, it tends not to respond very well, so you have a lot of voltage sag or over voltage. So all that is very chall…”
Wang: Battery and EV innovations make metal fuel systems cost-competitive
“Things like just basic breakthroughs in power electronics with Tesla and with battery energy systems all driving power electronics and inverters to record low cost levels now makes a system like this very affordable, whereas 10 years ago it would have been muc…”
Wang: Nearly every US aluminum smelter has shut down
“And in the U.S. In particular, almost every single aluminum smelter has shut down. There's, I think, maybe only one left operational in the U.S. These days.”
Wang: Global diesel generator and fuel market is $30B to $40B annually
“So we're looking at, if you combine, ah, generator markets as well as the diesel fuel that is burned by the diesel generators, something like, ah, 30 to forty billion dollars a year, ah, globally.”
Wang: Diesel generator hardware costs $500 to $800 per kilowatt
“Diesel generators are on the order of hardware alone, five to 800 dollars per kilowatt. Even the more expensive emissions controlled ones are about a thousand dollars per kilowatt.”
Wang: Backup diesel requires constant fuel polishing and replacement
“The diesel fuel itself, you know, it's reasonably stable, but in fact, every few months, you have to go in and polish the fuel, basically because the fuel will attract moisture from the atmosphere, it can start growing algae, it can go bad, and so you have to …”