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

Assertion Supported
Brough: Half of global gas turbine orders go to oil and gas
“About half of the gas turbines that's ordered in the marketplace aren't even for the electric power utility market. They're for the oil and gas market.”
Tony Brough Jun 5, 2025 ▶ 9:43 The gas turbine crunch
Assertion Supported
Brough: Gas turbine prices have surged 30% to 35% over five years
“It's, but it's definitely up around 30 to 35% over the last five years. The price is definitely up. I track all of that very, very closely.”
Tony Brough Jun 5, 2025 ▶ 19:03 The gas turbine crunch
Assertion Supported
Brough: Average gas turbine procurement lead times now stretch to 48 months
“I would say between 36 and 48 months. I suppose there are some OEMs that are claiming up to 60 months, but I would say on average it's around the 48 month period.”
Tony Brough Jun 5, 2025 ▶ 21:42 The gas turbine crunch
Assertion Partly supported
Brough: Roughly 1,400 new data centers are planned across the US
“There's like 1400 New data centers planned in the United States alone. And over a thousand of those are all large scale.”
Tony Brough Jun 5, 2025 ▶ 31:02 The gas turbine crunch
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