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 6 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

Opinion
Sage's subsurface storage is more cost-effective than lithium-ion batteries
“You're using four batteries to achieve that 16 hour duration, whereas ours, it's made really for that longer duration, and so it's going to be more cost effective than the batteries.”
Cindy Taff Dec 17, 2025 ▶ 5:44 Sage Geosystems' bet on underground energy storage
Prediction Held up
RMI: Global battery capacity will reach 9 TWh annually by 2030
“They Are estimating that there's going to be global capacity of nine terawatt hours of batteries, lithium ion batteries per year by 2030. That's a kilowatt hour for every person on the planet. And they are estimating that just those batteries will surpass the …”
Jeff St. John Dec 22, 2023 ▶ 18:07 The storylines of the energy transition in 2023
Assertion Supported
Mulholland: China pushes LFP batteries while US relies on high-risk cobalt chemistries
“In China, there's a big push for lithium iron phosphate. In the U.S., we have, you know, sort of standard lithium ion batteries that have a lot of nickel, manganese, and cobalt in the materials, and those things are hard to source, and rising in cost, and some…”
Greg Mulholland Jan 23, 2024 ▶ 7:39 How AI is rapidly advancing new materials for clean energy
Opinion
Hazlip: Hydrogen is a viable multi-day storage alternative to batteries
“We also see power generation applications, and so using hydrogen as an energy storage medium to be able to run power generation for longer periods of time than lithium ion batteries, right? So multiple days when the wind's not blowing, the sun's not shining we…”
Will Hazlip May 1, 2023 ▶ 6:30 Creating the ‘energy capitals’ of a decarbonized grid [partner content]
Assertion Supported
The decade-long trajectory of falling lithium-ion battery prices has halted
“For many years over the last decade or so, there'd been this perception that lithium ion batteries, they just get cheaper over time. You would hear that again and again, this onward march of lower prices as the factories scale up, and that's a huge reason that…”
Julian Spector Jun 15, 2022 ▶ 7:04 The battery recycling boom
Assertion Supported
Russia supplies ten percent of global nickel production
“Russia supplies 10% of the world's nickel, and that's another key component in lithium ion batteries.”
Stephen Lacey Jun 15, 2022 ▶ 1:40 The battery recycling boom
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