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 24 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
Lacey: UK and US to add half a terawatt of DER capacity
“So in the UK and the US alone, we're talking about a half a terawatt of capacity, distributed resource capacity, getting installed very quickly here in the next couple of years.”
Lacey: Make Sunsets Launched Geoengineering Balloons Near Reno Following Mexico Ban
“Their first experimental launch in the Mexican state of Baja resulted in a swift regulatory response from the Mexican government, but undeterred, they were ready to run another test, and a few weeks ago, they launched some more balloons just outside of Reno, N…”
Indiana Anti-ESG Bill Could Cost State Pension Fund $7 Billion
“Just a couple of days before we are having this conversation, a financial analysis was released looking at this anti-ESG bill in Indiana, and so there's this GOP push across the country to, you know, pull public pensions out of ESG Investing. And in Indiana, t…”
Lacey: Meaningful decarbonization from advanced nuclear is still far away
“It feels to me, though, that the technology cycles are still quite long, and as a real meaningful decarbonization solution, it's still a ways out.”
Lacey: Alternative battery chemistries must stand without lithium price spikes
“So these technologies may get a second look, but I think that, you know, they need to stand on their own absent these commodity price spikes.”
Lacey: Renewable natural gas can only meet 20% of gas demand
“Pretty much every state study and government study shows that it can only be, you know, that, that you were looking at between five and 20% Of the total gas supply. That's the amount of renewable gas that we could supply.”
Lacey: Transmission hype outpaces the reality of difficult US construction
“Relative, the hype relative to the reality of building out transmission lines that they don't match up. And I have to, I unfortunately have to be a sell. Even though, you know, I generally support lots more transmission build out in this country. I think it's …”
Lacey: Imperial Valley could yield 600,000 tons of lithium annually
“600,000 tons of lithium could be extracted from the valley every year, enough to completely transform the global supply chain.”
Lacey: Nearly all 2007 GOP presidential candidates favored climate action
“During the 2007 presidential campaign, nearly all the GOP candidates were aligned toward action.”
Lacey: State energy policy focus has shifted from decarbonization to affordability
“I think we're well beyond decarbonization. Certainly decarbonization is really important for many state leaders, but the affordability and economic growth issue is front and center, as you said.”
Lacey: Battery recycling could be a $20 billion industry this decade
“It could be a twenty billion dollar industry this decade, as environmental, geopolitical, and price volatility concerns collide.”
Lacey: Market forces and national security now strongly favor battery recycling
“I think now you have a really clear economic, national security, and environmental case for battery recycling. So there's a lot of activity right now, and it's pretty compelling, and the market forces Are definitely in favor of this push for more battery recyc…”
Lacey: Tech executives signed a White House ratepayer protection power pledge
“Just yesterday, the tech executives were at the White House signing a ratepayer protection pledge promising to fund their own power, pay for grid upgrades”
NREL: US needs 28 million additional EV chargers by 2030
“This profession is currently responsible for over 192,000 machines in the U.S. NREL estimates we'll need twenty eight million more by 2030.”
Lacey: 27% of US geologists will retire by 2029
“By 2030, the U.S. Will face a labor gap of a 130,000 full-time employees in this profession. Roughly 27% of the existing workforce in the U.S. Will be retiring by twenty-twenty-nine, and there aren't enough people to take their places.”
Lacey: US heat pump sales topped gas furnaces by 21% in 2023
“For the second year in a row, heat pumps outsold gas furnaces in the U.S. By, in 23, by a significant margin of 21%.”
Lacey: Lithium prices rose fivefold in a year and Russia supplies 10% of nickel
“Lithium prices have risen fivefold since April of last year. Nickel is also a particular concern because Russia supplies 10% of the world's nickel, and that's another key component in lithium ion batteries.”
Lacey: Reddit and Retail Investors Drove Tesla's Pandemic Surge
“I mean, the Tesla's rise during the pandemic had a lot to do with the Reddit community and a lot of those new armchair investors.”
Lacey: The US sells 4M heat pumps and 6M AC units annually
“We sell four million heat pumps a year in this country, and we sell six million residential air conditioning units.”
Lacey: Biden administration invoked Defense Production Act for heat pump manufacturing
“Actually, the Biden administration just announced that they're going to use the Defense Production Act to encourage production of heat pumps for residential and commercial applications, and there was a bill introduced in the Senate that would encourage manufac…”
Lacey: There is only one active lithium mine in the US
“There's only one active lithium mine in the U.S.”