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 4 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

Opinion
Hade: IRA tax equity transaction costs disproportionately hurt distributed energy
“The way we incentivize electricity systems in the United States through the Inflation Reduction Act is through tax credits, right? And just fundamentally, the transaction costs associated with monetizing tax equity disproportionately hurt smaller distributed e…”
Tim Hade Oct 26, 2023 ▶ 39:10 The market for microgrids
Opinion
Hade: Storage is the biggest value driver in microgrids right now
“Storage is probably the biggest component that's unlocking value in the microgrid and distributed energy space right now. So that plays an outsized role in terms of, you know, economic value, grid participation, things like that.”
Tim Hade Oct 26, 2023 ▶ 9:32 The market for microgrids
Opinion
Hade: Data centers are probably the biggest driver of microgrids right now
“Data centers are probably the biggest driver of microgrids right now.”
Tim Hade Oct 26, 2023 ▶ 22:41 The market for microgrids
Opinion
Hade: Switchgear integration is the biggest technical pain point in microgrids
“On the technology side, I think the biggest pain point right now comes back to switchgear, right, which is integrating a new switchgear into an existing facility has always been more of an art than a science”
Tim Hade Oct 26, 2023 ▶ 34:45 The market for microgrids
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