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
Hade: Utility scale is 90% of US battery growth and C&I is virtually zero
“Of that, you know, roughly 40 gigawatts of storage that's been added to the grid over the last five years something like 90% of it is utility scale, and 10% is residential, and if you add 90 and 10, that gets to a hundred, which means that basically nothing is…”
Hade: PJM capacity prices have increased 11x over 36 months
“The way to think about this in PJM, right, is capacity prices have gone up 11 X in the last 36 months.”
Hade: Battery storage hardware costs dropped 30% to 40% over 18 months
“So at the pack level over the last 18 months, battery costs are down like 40%, depending on sort of what analysis you look at. And at the system level, maybe like 30% is the right way to think about it. So the cost of, you know, an actual system that you deplo…”
Hade: Microgrid ITC was only appropriated for two years, leaving one usable year
“The IRA included what's called the microgrid investment tax credit, which allowed the switch gear that is islandable to receive a 30% tax credit to sort of help bridge that gap. Unfortunately that was only appropriated for two years, and we still don't have th…”
Hade: Grid interconnection queue wait times reach up to nine years
“If you want to build a utility scale battery in PJM today, and you submit your interconnection application to get in the queue, on average, you're waiting about six years right now. In Kaiso, you're waiting maybe nine years. In ERCOT, you're waiting maybe four…”
Hade: Texas was 30 minutes from a multi-week blackout during Winter Storm Uri
“Texas, during Yuri almost lost power for probably multiple weeks and they were, I think, 30 minutes away from that happening.”
Hade: US grid storage grew from under 2 GW to 40 GW
“I think going into twenty-twenty, there was less than two gigawatts of total storage on the U.S. Grid. As of twenty-twenty-five, that number is like 40 gigawatts.”
Hade: Most data centers globally use diesel generators for backup power
“Most data centers in the world today, those backup power generation devices are diesel generators, right? Increasingly, they're becoming natural gas generators, but for most data centers, they're diesel generators.”