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 2 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
Garabedian: Nel and Plug Power lack the technical innovation to cut costs
“Then there are kind of some pure plays, companies like Nell, like Plug Power's not quite a pure play, but you could put them in that category. And these are folks who Haven't shown the desire maybe, or the ability to be highly innovative technically to drive c…”
Rafi Garabedian Mar 12, 2025 ▶ 31:36 Electric Hydrogen’s bet on supersized electrolyzers
Assertion Supported
Air Products backs strict hydrogen rules while Plug Power opposes them
“Companies were really interested in producing large volumes of clean hydrogen, like air products, and manufacturers of electrolyzers like electric hydrogen have come out in favor of very stringent standards on, on hydrogen production. Whereas others, like Plug…”
Adi Basham Aug 3, 2023 ▶ 8:41 The high stakes debate over green hydrogen
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