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 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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
BNEF estimates over $120 billion in subsidies for announced hydrogen projects
“We estimated, I think, over a hundred twenty billion dollars in subsidies that could go to all the announced clean hydrogen projects.”
BNEF: Only 9% of 2030 Planned Clean Hydrogen Has Offtake Agreements
“According to data from Bloomberg NEF, only around nine percent of low-carbon hydrogen expected to be online by twenty-thirty has an off-take agreement. Of those agreements, only 23% are binding.”
Lacey: Electrified transport investment surpassed renewables for first time
“Electrified transport surpassed renewables for the first time.”
BNEF: Mass commercialization of solid-state batteries expected post-2030
“Our view is in terms of mass commercialization, that's probably, like, around, like, post- twenty-thirty, with a lot of investment actually going into that now.”
Sekine: Gigawatt-hour scale battery projects will likely become standard by 2030
“I think the fully formed ones are probably around gigawatt hour scale projects. We see a couple of examples of those today, but I think expecting them to be the norm of how company, like a lot of large scale projects might go forward. I imagine that's going to…”
Gallucci: BNEF estimates a 25% steel price hike raises car production costs 1%
“And an interesting point I saw from Bloomberg NEF, BNEF said that they estimated that a 25% increase in the price of steel would only raise vehicle production costs by one percent because it's a, it's an important but not massive part, I guess, of the overall …”