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 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
Jacobs: Supply chain inflation hurts infrastructure developers more than rising rates
“The supply chain and the cost of supplies have gone up far more than the cost of capital has gone up so far, and that volatility in the supply chain has been much more troubling for our partners than cost of capital changes has been so far.”
Jacobs: US Anaerobic Digestion Projects Have Historically Lacked Profitability
“At the end of the day, what I'm saying is the projects in the U.S. Have not been very profitable historically. And it's for a whole host of reasons that those projects weren't profitable, and as a result, capital wasn't flowing.”