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 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
Gramlich: Utilities resist cheap grid tech because it hurts rate base returns
“Our utilities love their capital in the rate base. They don't love quite so much cheap things that can solve problems without a lot of capital in the rate base. So that's the problem with grid enhancing technologies.”
Rob Gramlich May 4, 2023 ▶ 16:47 Understanding the transmission bottleneck
Insight
Gramlich: Hyperscalers avoid funding transmission lines because competitors benefit equally
“If they're in that intense competition, like, company to company, then it's of much less interest, just much less incentive For, you know, them to go work on the network that all of their competitors get to use just as much as they do. So that's classic public…”
Rob Gramlich Nov 20, 2025 ▶ 15:04 Looking for a turnaround in transmission
Insight
Gramlich: Transmission bottleneck is caused by cost recovery, not capital shortages
“There's no, there's never been a shortage of investment capital for this business, but there's a shortage of ways to get your money back when you build useful lines.”
Rob Gramlich May 4, 2023 ▶ 31:21 Understanding the transmission bottleneck
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