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
Nuclear and gas lead times make batteries the immediate grid solution
“Nukes are probably five or 10 or more years out. New gas generation. You can't get a new gas generator for probably four or six years at the very shortest. And so the most immediate and economical solution is really that those renewables and batteries.”
Doherty: Moss Landing fire spread after water suppression system failed
“What we do know is that mid-afternoon, January 16th, one of those modules went into thermal runaway. What we don't know yet is we don't have an official sort of answer on is for some reason that water system didn't work correctly. And that thermal runaway spre…”
Doherty: Battery storage failure rates dropped 97% from 2018 to 2023
“If you look at the number of failures and the failure rate from 2018 to 2023, it was just a five year span. That it dropped by 97%, and I think that's something that's really incredible and something to be really proud of.”
LGES targets 100% non-Chinese storage components in Michigan by next year
“Right now, coming off of the Holland, Michigan line, we're on schedule for early next year to be a hundred percent non-Chinese in terms of all of the components and subcomponents that are going into those ESS cells.”
Doherty: EPA post-fire testing at Moss Landing showed safe environmental limits
“Thankfully, all the environmental measurements that came back all of the EPA has been doing extensive testing all around the site. All those measurements have come back within sort of safe limits”
Doherty: Worst-case failure in modern storage is losing a single container
“What you think about in terms of safety, you think about worst case scenarios. And now the worst case scenario is simply that you lose a container. Maybe, maybe the next container over gets a little Couple scorch marks on it, but typically right now, the worst…”
Doherty: Battery industry projects are being paused and delayed amid uncertainty
“We're seeing projects that are being paused, that are being delayed. We're seeing suppliers that are rethinking their strategy and what makes sense and what doesn't make sense.”
Data centers will drive widespread battery deployment across the grid
“Yes, I think we'll see a lot of batteries at data centers. I think we'll see a lot of batteries on the grid next to data centers. I think we'll see a lot of batteries That are on the grid far away from data centers. I think we're just going to see a lot of bat…”