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 3 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

Disclosure
LG Energy Solution moved Arizona ESS production to Michigan to start faster
“Instead of taking three or four years to build a complete greenfield battery factory in Arizona, we could take six to 12 months, take an existing shell, an existing building that had all the permitting done, and had all the infrastructure and all the utilities…”
Tristan Doherty May 20, 2025 ▶ 19:16 A former race car engineer on battery safety and supply chains [partner content]
Disclosure
LG is investing around $25 billion in U.S. supply chains
“LG's got sort of twenty-five billion investing in the U.S. Supply chains 1.4 billion on that ESS factory.”
Tristan Doherty May 20, 2025 ▶ 14:09 A former race car engineer on battery safety and supply chains [partner content]
Disclosure
Doherty: LG Vertech builds all software in US or Korea with full enclosure visibility
“The fact that we build all of our software, either in the US or in Korea, the fact that we have a hundred percent visibility over every piece of every single controller in, in our enclosure I think puts us in, in a stronger stance, I think from a safety and cy…”
Tristan Doherty May 20, 2025 ▶ 20:56 A former race car engineer on battery safety and supply chains [partner content]
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