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 15 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
Kimber: AI data centers will never offer flexible power load
“Every second you aren't running that at a hundred percent capacity factor is enormous amortized cost, right? So that it's just, it's one of those things where it's like, you'd be a fool to turn it down. You have to at some points because operationally, you kno…”
US domestic battery manufacturing will reach 200 GWh by 2025
“And at that point, we're going to have the LG GM Ultium joint venture making over a hundred gigawatt hours of batteries throughout this country. LG Stellantis will be making 35 gigawatt hours. Stellantis Samsung STI will be making another 30. And then Ford wil…”
Jaffe: Battery industry will nearly double every year for 5–6 years
“The industry is literally increasing by almost doubling every year. And we'll continue to do that for the next five or six years and doubling off of a huge base now.”
Von Munch: Fusion startups will not see exits before reaching net facility gain
“Because I think the thing that's true is that you're not going to see an exit prior to that milestone.”
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.”
Bullard: ERCOT cumulative solar will probably overtake wind in 2025
“You know this year, we're probably gonna have more solar installed in toto, cumulative, than wind.”
Lacey: UK and US to add half a terawatt of DER capacity
“So in the UK and the US alone, we're talking about a half a terawatt of capacity, distributed resource capacity, getting installed very quickly here in the next couple of years.”
Dell: Boston Metal's commercial iron cell should deploy in one to two years
“We're still waiting for the commercial deployment of the sort of the actual iron-making cell, which should come in the next, I think, year or two, but honestly, you would know better than me.”
US battery manufacturing will reach roughly 200 gigawatt-hours by 2025
“And at that point, we're going to have the LG GM Ultium joint venture making over a hundred gigawatt hours of batteries throughout this country. LG Stellantis will be making 35 gigawatt hours. Stellantis Samsung STI will be making another 30. And then Ford wil…”
Burton: Clean energy investment will likely continue declining next year
“Overall, though, you know, when it comes to clean energy, certainly this year, you know, the last three years really have been declining. Overall dollars have declined, you know, each year, and this year is no exception, and it will probably be a similar thing…”
Briscoe: GGRF clean energy projects will arrive in Q3 or Q4 2025
“You'll, you'll, you'll begin to see the impact of throughout the ecosystem from a workforce development perspective and from a community engagement perspective, and then you'll see projects probably towards the third or fourth quarter of next year.”
Cantor: BNEF projects roughly 32% US EV sales growth in 2024
“So we just released our year ahead at the end of December, and we see about 32% growth.”
Hill: 2023 renewable installations will drop significantly below 2022 levels
“We'll see a much lower install capacity in twenty-twenty-three of renewables than in twenty-twenty-two, or than what was projected due to supply chain constraints.”