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 88 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
Nouel: DER penetration peaks at roughly 20% even in leading markets
“Even in the places where we're really far ahead, like California and even Australia and other places, you know, penetration of DRs, whether it's EVs, solar, batteries, you know, heat pumps, you name it, it's still fairly low. I mean, it might make 20% at best …”
Most utility grid inspections still rely on paper, clipboards, and walking
“In many parts, Of the U.S. And even beyond the U.S. Globally, the most common way that, that we check for just quality of our distribution and transmission and storage systems is still paper, clipboard, and a walk.”
Hsieh: DOE has $43B available to deploy over the next six months
“Just in the next six months or so, it's almost, it's more than, like, forty-three billion. That's just right now. I mean, we've already deployed sixty-seven billion. So there's a ton, and that's not even including the loan program.”
Every Hermosa mine job pays 2.5x the local average household income
“Every job at Hermosa generates two and a half times the current average household income in the county.”
Lacey: ISO New England reversed stance to deem rooftop solar critical
“For years, rooftop solar was overlooked as a reliability solution in New England. But in a very sudden reversal, the grid operator says it's critical to keeping the lights on across the region.”
Slenk: Modesto's 30 new electric buses will save $250K annually on fuel
“With fuel prices the way they are, the new buses should save the district a quarter of a million dollars every year.”
Nichols: Freight emissions now exceed emissions from passenger vehicles
“The emissions are now, especially, increasingly, the proportion that's coming from the goods movement, as we call it, is actually greater than from passenger vehicles.”
Hazlip: Upstate New York will host an early large-scale green hydrogen facility
“We think upstate New York is already gonna be home to the, one of the first large-scale clean, green hydrogen production facilities in the country, and that's because of the abundance of the clean energy in that area.”
Exxon paid Equatorial Guinea and Chad just 8% and 10% in royalties
“Equatorial Guinea had only gotten about eight percent royalties in its Contract. Chad got 10%, but Guyana was more stable and developed than those countries had been when they inked contracts with Exxon.”
Shah: US Grid Capacity Utilization Peaked in 1979 and Continues Falling
“It is very clear to everybody that in 1979, we hit our peak in terms of capacity utilization of our grid.
Right.
And every single year since then, we have gone down in capacity utilization.”
EV adoption threatens to shift billions from gas stations to utilities
“The economic stakes are in the hundreds of billions of dollars. Today, gas stations and utilities sell roughly the same dollar amount of fuel and electricity, but the balance could shift dramatically toward utilities as more electric vehicles hit the roads.”
Proposed Texas Ike Dike will be most expensive US civil engineering project
“It hasn't been built yet, but once it is, it'll be the biggest and most expensive civil engineering project in U.S. History.”
Grunwald: Global farmland equals the area of Asia plus the Americas
“Right now, it's like, you know, Asia plus the Americas is used for agriculture”
Speculative water use is technically legal in Wyoming
“That's water speculation. And in Wyoming, it's technically not illegal.”
Adams: About 85% of HVAC systems are replaced during emergencies
“It's almost all air conditioners and furnaces are replaced on an emergency basis. They go out when it's hot or it's cold. So it's about 85% Is the number for that?”
Westervelt: Over 50 California cities passed gas bans by end of 2020
“By the end of twenty-twenty, there were more than 50 gas bans in California alone.”
Lacey: Only 10% of recycled materials have ever been repurposed
“Turns out only 10% of everything we've ever thrown in recycling bins has been repurposed.”
Women-owned NGOs manage Promethean's manufacturing operations
“Women owned NGOs that have now taken over our operations when it comes to producing our own products.”
Needham: ITER is Europe's largest construction project
“Eater is the largest construction project in all of Europe.”
Lacey: Clean energy attracts nearly $3 trillion in annual investment
“Clean energy now attracts nearly three trillion dollars of investment every year.”
Palmer: Terawatt navigated Inglewood municipal code for new EV charging hub
“So, we worked very closely with the City of Englewood, who was a fan, who is a fantastic host for us here in this site, to understand what their existing code was, and how we might fit into it, and had to go through a whole process, ah, with the City Council, …”
Baglino: Tesla chose cylindrical cells because only they had high manufacturing volume
“One of the reasons why We went with cylindrical cells in the first place was because they were the only batteries built in, in high volume”
Shah: 955 new US manufacturing facilities are announced or under construction
“And we have 955 new manufacturing facilities that have been announced or under construction around the country, right?”
Frontier buyers are willing to pay upwards of $5,000/ton for CO2 removal
“There's, you know, a number of companies, particularly around Frontier, that are willing to pay upwards of 5000 dollars a ton for CO two”
O'Donnell: Over half of global industrial heat is delivered as steam
“A little more than half of all the world's industrial heat is delivered as steam because steam is wonderful, energy-dense, easy to move around.”
Woolard: Ivanpah was the largest tax equity financing ever done
“And so the tax equity financing component is really important because this point this would have been the largest tax equity financing or was the largest tax equity financing ever done.”
Shah: Vogtle is first reactor fully built under NRC regulation
“This is the first reactor ever to get a construction permit and be completed under the NRC. Every other reactor started under the Atomic Energy Commission, and so the first time the NRC has ever started and finished a reactor is the Vogel nuclear plant.”
O'Donnell: Steam boilers represent over 80% of US industrial heat
“The race to scale is boilers everywhere. Just go replace that. That's something like 80% of industrial heat. It's more than that in the United States.”
Anderson: Overall VC deployment fell ~60% in 2023, while climate fell ~30%
“If you look at climate tech compared to, like, the broader data coming out of PitchBook or Crunchbase, overall venture deployment decreased to a third of what it was in twenty-twenty-two, you know, so instead of being down by 30%, down by 60%.”
Lott: Central Bank of Russia Was Blocked From Over $400B Abroad
“And the Central Bank of Russia was blocked from accessing more than four hundred billion that it held abroad.”
Cook: Duquesne Light mapped secondary topology across all 600,000 meters
“So he, and with the collaboration of his whole team, successfully rolled out our secondary topology identification of our meter-to-meter transformers across all 600,000 meters.”
The Average US HVAC Installer and Plumber Is 55
“You know, the average age is 55 right now for an HVAC installer or a plumber.”
Binkley: US fashion labeling laws have not been updated since 1958
“American fashion labeling law has not been updated since 1958.”
Pei: Steel accounts for the largest portion of a car's carbon footprint
“And the biggest carbon footprint in the car is actually steel.”
PREPA laid off half its utility workforce before Hurricane Maria
“As a result of sort of those financial troubles, they had laid off half of their workforce.”
Gonzalez: California's largest oil spill occurred in Guadalupe dunes
“The next town over had a massive oil field, the Santa Maria oil field and the Guadalupe oil fields, and there was a refinery near my middle school, and the largest oil spill in the state of California happened in the dunes just outside my town.”
Sikorsky: 2010 Quadrennial Defense Review called climate change a threat multiplier
“So the Quadrennial Defense Review in 2010 included the term threat multiplier, and really from there since then, DOD has continued to deepen and expand its work on, on climate change.”
Lott: US passenger gasoline demand remained flat in 2021 despite predictions
“Overall, I think what is surprising to some, maybe surprising to a lot of people, is that if you look at gasoline demand for passenger transport, it's actually been pretty
[440] SPEAKER_05: Flat.
[441] Dr. Melissa Lott: So some people were saying, oh, it's goi…”
Downing: US has roughly 5,000 utilities or load-serving entities
“We have somewhere around 5000 different utilities or load serving entities across the United States.”
Gordon: Gasoline and diesel make up 40% to 50% of crude oil barrel
“There are the large volume products like gasoline and diesel, and jet fuel's in the middle, but gasoline and diesel. They constitute about 40%, 50% of the barrel. They don't trade at hugely high prices, but they trade in very massive volumes.”