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 147 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
Needham: CFS ARC commercial plant will generate 400MW electric and 1GW thermal
“Spark is the, you know, the basis of our power plant, which we call ARC, and that'll be a 400 megawatt electric plant, a one gigawatt thermal plant”
Needham: CFS is building its first fusion plant with Dominion Energy
“One year later, we have a joint development agreement and we're building our first power plant on a Dominion owned site in Virginia.”
Fernandez: Breakthrough Energy project canceled over balance-of-plant integration costs
“One of the things that we see on, on one of the projects that we committed to that, that was canceled was, you know, the balance of plant. The integration of four systems where the price was very well known in those four different systems, but the integration …”
Jewett: Fervo funded first demonstration with corporate equity
“So this was, we ended up raising
Corporate equity to fund this first demonstration.”
LineVision bypasses utility innovation departments to sell directly to operational executives
“As we get to more of the phase that we're maybe entering in now in the life cycle of our company, where we have a number of proof points and we know that the category is well understood, we don't necessarily have to engage with innovation departments in order …”
Shugar: Nextracker uses an Apple-like outsourced manufacturing model
“We have a similar approach as some other technology companies like Apple. We really focus on where we can design and product position, strategy, customers, and so forth, rather than trying to run a world-class, you know, manufacturing facility, which is its ow…”
Garabedian: Electric Hydrogen rejected outsourcing due to proprietary cell technology
“The cell technology is bespoke. It's, you know, invented by us. It can only be made by us. We did not see, and we're not interested in an outsourcing approach to build cells and stacks, and so even to get to the 10 megawatt facility, we needed a manufacturing …”
Taylor: Gridstor executed an IRA tax credit transfer with J.P. Morgan
“There's got a ton of lawyers involved and accountants on every side and a lot of sort of reassuring of people, but it's a pretty straightforward process, and at the end, we got that done with J.P. Morgan, which is Fantastic is they're probably the biggest play…”
Gridstor is rushing Chinese equipment deliveries to beat incoming tariff deadlines
“And we're talking to manufacturers in China about, you know, moving equipment prior to tariffs getting imposed. We're talking to manufacturers about buying U.S. Equipment as soon as it's available, and we're talking to Other parties about buying from parties, …”
Climeworks kept hardware design in-house while EPC built the facility
“So what we did keep in-house was the design of the core hardware, so those collector units that you see, and then also for the process engineering nerds out there, so the core heat and material balance, the process flow diagram, and the process instrumentation…”
O'Donnell: Rondo Sold Calgren Heat at a Discount to Gas Prices
“Here, just for simplicity, because it was on balance sheet, we said, fine, we will sell you heat at a discount to whatever the then gas price is.”
O'Donnell: Rondo Energy Acts as Prime EPC on Early Projects
“In these early projects, we are prime. We are the prime EPC.”
Dave: Via Separations took on cost overage risk using time-and-materials contracts
“We didn't have a firm fixed price contract. So we were working on a time and materials basis with a number of different partners, all who contributed very important things to the project, which also left us as the sort of general contractor exposed to cost ove…”
Patterson: Origami Solar does not need tariffs to build a business case
“Origami doesn't need the tariffs to build a business case.”
Beebe: Obvious Ventures Has Never Invested in Battery Chemistry Startups
“And we, and yet, we have not invested in a single battery chemistry company, and I'm very happy about that.”
Domenech: IRA Section 45Q carbon capture credits originated from Republican bill
“45 Q, the carbon capture credits, are largely built out of a Republican constituency. They just got scooped up in the IRA. In fact, when it came out, I laughed because it was a bill that I had helped write.”
Kra: Prelude urged portfolio companies to extend cash runway into 2025
“I wanted my companies, if they were looking like they might be cash out in June of 24, June of this year, I wanted them to get to Q one or Q two of 2025, because I thought that's when we would be maybe in some sort of more normal environment.”
Kra: Prelude passed on startups lacking future capital plans
“There are companies that we liked many aspects of, but we didn't, declined to do a new investment into them, meaning a first investment into them, because we didn't feel necessarily that the team had an understanding of where their next dollars were going to c…”
Nichols: Protecting vehicle emissions authority was top priority at CARB
“During my time as the head of the state air agency, I thought my number one priority, the one thing that I absolutely have had to do, was to protect that ability at all costs”
Shah: DOE and John Kerry are organizing advanced market commitments
“And if they need help with an advanced market commitment so that you know, folks who want to pay a premium for clean steel or clean cement or other things, like, you know, we're doing that too at the Department of Energy in coordination with Climate Envoy Kerr…”
O'Brien: CNN laid off its entire eight-person science team in 2008
“When I was at CNN up until the day we all got our pink slip in 2008, there were eight of us who are devoted to science and covering science and trying to push that kind of coverage on the air.”
Francetic: Buoyant Ventures targets digital climate software over hard tech
“We're looking for digital technologies that we define as software, including AI, and simple hardware, so we're not investing in the hard tech like a lot of the great things that are happening here at Greentown Labs. We're investing in simple sensors that are c…”
Kra: Prelude called capital to fund emergency bridge loans for portfolio payroll
“So we figured out that we could call Capital into our fund, we could get it out to our, ah, companies at a low cost to them way, ah, and then we spent the rest of the weekend Working with the companies and with our council and with our CFO to get the legal str…”
Kra: Prelude Ventures did not tell portfolio companies to flee SVB
“We didn't do that. We didn't tell our companies to do that, and we're in just as good shape as those other folks are on Tuesday morning.”
Mark Fields: Ford is investing $1 billion in startup Argo AI
“And that's why we're investing one billion dollars over five years, over the next five years, in Argo AI, an artificial intelligence company, and their role is going to be to develop the virtual driver system for autonomous vehicles and, of course,”
Friedman: Axios directed its newsroom to avoid joyful heatwave imagery
“I shouted out newsroom wide and said, hey, we need to avoid any imagery that says, or conveys that this heat event, ah, is joyful.”
Canary says Mast targets high-severity blackened burn zones
“Like, we have a photo that we use in our pitch materials and things and communicating to investors, and we call it the Mordor shot. Like, that's the sort of type of, like, forest that we, like, enter.”
Dennett: Endolith uses microbes and data to extract copper from mined material
“So at Endolith, we use microbes and data to pull more copper out of material that's already been mined at operations that already exist.”
Dennett: Endolith injects on-site cultured microbes directly into heap irrigation
“What we do at Endolith is we drive in our bio rig. It is where we grow our microbes on site. It has instrumentation. It has the ability to upload data, and we grow microbes. We grow them, and we plug them directly into those sulfuric acid irrigation lines. Not…”
Pinkowski: Nitricity manufactures organic fertilizer using almond shells and renewable power
“We produce organic fertilizer using recycled organic almond shells and then air, water, and renewable power today.”
Pinkowski: Nitricity saw a 500% inbound jump following Hormuz supply disruptions
“And compared to a baseline from before, we've seen about a 500% increase in the amount of inbound interest in the business.”
Jaramillo: Form Energy built grid software tools before selecting iron-air chemistry
“In fact, even before we picked The chemistry to work on, which of course ultimately became Iron Air we built software tools.”
Paruri: Tandem PV fully commissioned its demonstration factory in January 2026
“We placed deposits on equipment at the end of 24, early 25. We got the equipment, started getting it in September of 25, and the factory is fully commissioned in January of this year.”
Paruri: Tandem PV to launch paid pilots with nearly a dozen U.S. utilities and IPPs
“In the next couple months we're gonna be kicking off paid pilots with almost a dozen customers here in the U.S. Between utilities and IPPs.”
Paruri: Tandem PV's factory uses off-the-shelf thin-film equipment
“So if you look at our factory, it's all, you know, off the shelf thin film equipment.”
Paruri: Tandem PV avoided solar tariffs using semiconductor equipment exemptions
“Ultimately we saw that we actually can get our equipment through an exemption because we were, it was semiconductor equipment, so that was great.”
Supercool Earth sets up New Zealand ski resort field trials
“We're looking into the southern hemisphere, and specifically at New Zealand, and so we've been Again, I've been calling people, ski resorts operators there in New Zealand, and setting up some trials for us to be able to do some testing there.”
Supercool Earth targets water districts and hydropower before agricultural expansion
“We're also targeting water districts and hydropower, because that makes a lot of sense. That's where a lot of cloud seeding is done in, in the U.S. Today, that is silver iodide based. So we would, there's already existing customers in that space. And then our …”
Supercool Earth will use drones for cloud seeding
“We will be using drones for our cloud seeding, and there are some waivers that we will need through the FAA, but those we can get”
Supercool Earth engineers microbes to express active ice-nucleating proteins
“What we're doing with our technology is we're taking natural proteins and encoding them into microbes that we engineered to make the proteins at high levels and maintain their activity”
Sage Geosystems targets rock formations with permeability under 50 millidarcies
“So there, the permeability measure is millidarces, so we want 50 millidarces or less.”
Microsoft splits CDR procurement between 2030 scale and frontier technologies
“Our CDR The procurement strategy breaks down in sort of two general buckets. They're the pathways that we think can deliver scale by twenty-thirty, and in that case, I think it's more the example that you give, that you need to focus on the proven tech because…”
Microsoft builds carbon removal offtake agreements on standard power purchase frameworks
“Yeah, so the backbone of our offtake agreements is built on a power purchase agreement.”
Microsoft most commonly rejects carbon removal projects for being too early
“The most common way we say no to a project is because it's too early.”
Captura's 100-ton pilot scale was dictated by garage floor space
“Physical sizing of the scale up was decided by the physical area inside that roll up garage. We hired a wonderful pilot engineer from Caltech. And I remember the first time I went into that garage after she joined, she had marked out on the floor where all the…”
Membrane contactor supply chain issues delayed Captura's pilot by months
“The technology that we were using at the time, membrane contactors, it was difficult to operate and the supply chain was challenging for us. So we actually went through two suppliers, which delayed everything there in setting up the barge and getting to the en…”
Captura raised $47M in Series A financing
“So we raised what turned out to be eventually forty seven million dollars in our series A.”
Captura's eight strategic corporate investors include Aramco and Maersk
“And we actually now have eight strategic partners who are investors. So we have a couple of energy companies in Equinor and Aramco. We have three renewable energy companies, NE, EDP, and National Grid. We have what we love to call our team Japan. Japan has a l…”