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
Captura signed its first carbon removal offtake deal in March
“We signed our first offtake contract in March and are in negotiation with several others at the moment.”
Carneiro: Boston Metal's Brazil plant will have 10,000 tons annual capacity
“The first plant will have approximately 10,000 tons a year of ferro-alloy capacity, extracting these values from
Slags that, ah, as I described to you, they don't have any value today or any technology that can retrieve those value, ah, metals that, that are t…”
Carneiro: Boston Metal needs $100M CapEx to double Brazil plant capacity
“Well, at the point that we are now, a hundred million dollars, I would build another plant.
Right away.
It's very successfully because it's very profitable, and that's the size of the CapEx that I need to double the capacity I am having in Brazil now.
So at th…”
Promethean Power generates half its revenue from direct dairy products
“Half our revenue comes from selling equipment and ongoing, you know, software service, but the other half is coming from Producing our own products”
Kairos uses non-nuclear test units to screen out unreliable reactor suppliers
“If a supplier could deliver for what we needed for ETU, maybe they could deliver what we need for Hermes. We'd have to test that, or future reactors. But if they couldn't deliver what we needed for the non-nuclear system, there was no way they'd have any chanc…”
Kairos manufactures modular reactor systems on mobile, shippable skids
“Albuquerque is really more around larger scale testing and manufacturing. And across the board for reactor systems, fuel and salt, and all that infrastructure. But what we're building there is mobile. The skids can be shipped. So, you know, future builds are n…”
Halfacre: Milken Institute and Stanford students are building capital stack predictive models
“We've been partnered with a really great group of students out of Stanford that are incredibly intelligent and thinking a lot about how to use their data science background applied to both the product-level data that we've been collecting and the project-level…”
Lee: A collective of lenders representing billions are actively sharing benchmarking data
“We have a collective of our lenders representing billions of dollars of assets, pipelines, portfolios, willing to share and do this exercise to say, let's figure out where the market's at and where the baseline for the demand of pipeline is.”
Jewett: Google agreed to buy Fervo power with zero upfront risk
“And so we ended up, you know, landing Google for that contract, and Google said, we are also not going to put anything at risk, but in the event that you end up producing electrons from this system, we will pay you for those electrons.”
Jewett: Fervo originally planned to repower declining US geothermal facilities
“At that point in time, actually, when we were looking at building Project Red, we thought that this repower agreement or this power uplift agreement would be something that was actually cookie cutter for us that we started doing a bunch of. We went to all the …”
Jewett: Utah FORGE data de-risked Fervo's acreage and reduced wildcat drilling
“The work that the Forge was doing was rapidly basically de-risking our acreage there because we were able to understand more and more and more about the subsurface. And so, it actually became very clear to us that our Southwest Utah resource was less risky and…”
Jewett: Fervo will standardize on 50MW modular units for future projects
“And so, for phase two, we will be designing very standard 50 megawatt units, hoping to be able to use those 50 megawatt units for projects in the future. And that's our model going forward.”
Jewett: Fervo funded early Cape Station Phase 1 with corporate equity
“All of the early phases of Cape Station phase one, we have been financing with corporate equity.”
Jewett: All Fervo binding offtake contracts are with California load-serving entities
“So all of our existing binding commercial offtake agreements are with California load-serving entities, and they have mostly procured under this MTR regulatory ruling.”
Jewett: Fervo signed another power purchase agreement with Google in Nevada
“Google we've remained in close discussions with, and we've signed another power purchase agreement with Google in Nevada.”
Jewett: Fervo initially planned to outsource power facility construction to EPCs
“We originally believed that we would contract it out. We believed we were a subsurface innovation company, and we would get to Greenfield Developments. We would build out the subsurface, and then we would basically use a full wrap EPC on the top side.”
Jewett: About 60% of Fervo Energy's team has oil and gas background
“So we have about 60% of our team comes from the oil and gas industry, and I think a lot of them are motivated by the idea of sort of what I call using our powers for good.”
Jewett: Schlumberger, Halliburton, Baker Hughes service Fervo's Cape Station
“All the big name service companies that service the oil and gas industry are servicing us today. So Schlumberger, Halliburton, Baker Hughes, all the big dogs have set foot on Cape Station, and so we are actually providing all of them with a great deal of certa…”
Palmer: Terawatt to launch Inland Empire charging site by summer 2025
“We have our next site that will come online in the summertime that will be in the Inland Empire, which is after a vehicle goes to the port, it generally goes to the Inland Empire which is the, you know, giant warehouse district for the port here in California.…”
Baglino: Tesla lacked residential distribution and inverters for early Powerwall
“Tesla at the time didn't have, like, a channel to the end customer in the residential space necessarily. We didn't have the time to develop a grid interactive inverter that could back up a house. Like, we didn't have the team initially. The energy engineering …”
Shugar: Nextracker sources from three of four top US steel mills
“We're sourcing from three of the top four steel mills in the United States that have multiple manufacturing locations.”
Garabedian: Electric Hydrogen secured capacity reservations with Intersect and AES
“I'll name a few that are public. Intersect Power, AES are a couple that we have agreements with. Basically, they say, look we'll put some cash down to reserve your manufacturing capacity over the next few years so that we have access to your technology in our …”
Garabedian: Electric Hydrogen underestimated the difficulty of scaling advanced manufacturing
“Even with all our kind of enterprise experience in advanced manufacturing and standing up new manufacturing facilities, I would say we still underestimated the problem and failed to anticipate some critical issues that in hindsight we should have anticipated.”
Garabedian: Electric Hydrogen underestimated deep-tech customer acquisition challenges
“I think we underestimated the challenges of deploying and customer acquisition, as you say at the scale that we operate at. And in hindsight, I think we should have also been far more scrutinous. Is that a word? We should apply a lot more scrutiny to our custo…”
Madrone: Sunfolding manufactured almost all tracker parts domestically in the US
“So all of our stuff, most of our, almost every part of ours was made in the U.S., and we used so much less steel that it made sense for us to be in the U.S. We had a much simpler part, so it made more sense to be in the U.S.”
Sublime's pilot cement premium had negligible impact on the project budget
“The quantities that we're talking about here were small enough such that whatever the premium was for, you know, the product at the time that we used it. And of course, it's important to point out that the moment in time or the moment in the sublime trajectory…”
Chan: Climeworks monetizes DAC through long-term CDR offtake contracts
“So the way that the various technology providers, including ourselves, make money is by selling long-term off-take contracts for the CDR, carbon dioxide removal, that we produce, kind of an ironic way to say you produce CDR, Kind of remove CO₂ and store it in …”
Chan: Climeworks pivoted to storage because carbon utilization could not scale
“And the reason we made that second pivot, To direct air capture and storage is that's really what we needed to be able to scale.”
Climeworks deployed field reinforcements while simultaneously designing collector retrofit packages
“We decided to continue with the ones that were already there and essentially deploy a field patch or a field reinforcement to kind of strengthen the failure mode that we had seen, but then in parallel also work on an improved design as well. So that we could t…”
O'Donnell: Rondo is partnering with European utilities on heat-as-a-service
“Now, we have utilities that we're working with at scale in Europe who are combining these things to offer heat as a service to a customer.”
O'Donnell: Rondo Financed Initial Commercial Pilot on Balance Sheet
“Because this one was the size that it was. We financed this on balance sheet.”
Dave: Via funded FOAK plant with 10% grants, loans, and equity
“The grant was roughly ten-ish percent and then it was roughly a fifty-fifty split after that.”
Phillips: Sense develops megahertz-sampling meters to detect transformer arcing
“We are working with some of the meter makers to have the next generations of meters that have even higher sampling rates than that, going all the way up to megahertz, and that's unlocking some more use cases around arc fault detection, you know, when there's a…”
Mulholland: Citrine projects often start with 25 to 100 data points
“So very often, a citrine materials development project starts with 25 or 50, maybe a hundred data points.”
Kra: Five Prelude portfolio factories will come online in 2024-2025
“Easiest to talk about what I see directly in our portfolio, but I think this is indicative of what you'd see across the landscape. I can think of five factories being built that are going to come online in 20, 24, five, right?”
Risner: South32 will backfill 50% of Hermosa's processing waste underground
“We will actually take half of the waste stream that comes out of the processing facility and it will go to backfill the areas underground.”
Naam: Solar costs dropped twice as fast as his 2011 10x forecast
“So my forecast was the cost of solar would drop by about a factor of 10 to 20 50, and it actually dropped twice as fast as I thought it would.”
Jaramillo: Form Energy is building its volume manufacturing facility in Weirton
“We've broken ground. We're laying the foundation now. The building's getting tilted up over the rest of this year. And that is where we will produce our iron air batteries at volume.”
Hazlip: Community Offshore Wind plans first phase online around 2030
“So, ah, we're planning to have our first phase of community offshore wind online by, ah, around 2030, ah, so about seven years from now.”
Morris: Building chatbot tool for electric utilities to configure DER software
“My, I was on the line with my CTO the other day, and we are now making a tool so that some of our customers, which are these electric utilities, Can use chatbots to configure software that lets them communicate with DER and procure services from them.”
Adams: LADWP must add 4,000 MW solar, 3,000 MW wind by 2035
“We need about 5700 megawatts of wind. A part of solar and about 4300 megawatts of wind. So that's a lot, but you know, there's a, what a 3000 megawatt increase on wind and a 4000 megawatt increase on solar that we need to build ideally by 20, 35.”
Hassin: Dexmat held two months of operational runway during SVB failure
“The email I sent out to all of our investors on Saturday basically laid out that we had enough cash reserves as was to fund about two months of operations.”
Researcher received hate mail and abusive tweets after publishing gas stove study
“I have gotten some hate mail. I've also gotten a lot of Hate tweets and hate messages in my Twitter.”
Boys Electric Halts Emergency Service Calls Due to Labor Shortage
“So we're not taking emergency calls anymore because we don't have the main power.”
SMUD is investing $2B to cut 1M metric tons of carbon in transport and buildings
“We're also investing two billion dollars, you know, in the building and transportation sectors along with energy efficiencies and the low flexibility because that's really where a lot of the, you know, that, that's a much bigger impact. So our plan actually ca…”
Lau: SMUD offers $500–$2,500 incentives for virtual power plant battery enrollment
“Convince them to put batteries in and have them sign up for programs like Smite is doing right now, what we call the virtual power plant, that you offer them incentives to sign up if they have a batteries from, you know, some simply just say, hey, I am going t…”
Pinkowski: Fresno farmer feedback proved far more valuable than Silicon Valley's
“Early in our history, we created a prototype, and we talked about it here in Silicon Valley, and then we brought it down to Fresno County and talked about it. And the value of the feedback in Fresno County was just much more. And we got contracts, we got, you …”