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 65 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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
Hamilton: MISO Set FERC Order 2222 Implementation Timeline for 2030
“MISO in the Midwest said we're gonna do 2030. So, so this is 10 years from the time the order was issued. And FERC did issue a ruling that said, MISO, why so long? Why do you need so long to implement this?”
Hamilton: Fossil Fuel Workers Resist Solar and Wind Jobs Due to Pay
“And we have 1.7 million folks working in the fossil fuel industry. And a lot of those people are going to be transitioning to clean energy jobs of one type or another, but they don't translate very well to solar and wind jobs because they make a lot more money…”
Hamilton: Per-kWh production tax credits will make US a battery leader
“That is going to transform the market for EVs and for all batteries. If you are paid by the kilowatt hours produced, I mean, companies are already starting to move their operations to the U.S., this will completely transform it, and I think we will become a gl…”
Hamilton: Schumer Agreed to Manchin's $1.5 Trillion Spending Framework
“And Joe Manchin said, I'm happy to do it at one and a half trillion dollars, and here are all the things I'm willing to support. Here are the things I would not support. And Chuck Schumer agreed to all of those.”
Hamilton: Stalled climate bill is 'just a flesh wound' and will pass
“Absolutely. I am. It is just a flesh wound. This bill will get over the finish line.”
Hamilton: Retroactively modifying signed DOE grants constitutes breach of contract
“Well, if you have a signed contract, that's actually a breach of contract,”
Hamilton: US tariffs on Canada would be vastly destructive to Detroit automakers
“All of Detroit depends on Canada, too. It's one big ecosystem, and having tariffs on Canada are going to be vastly destructive.”
Hamilton: Gas Turbine Shortage Will Impede Trump Administration's Gas Plans
“There's like a shortage of turbines anyway, so it's going to be really hard to get some of those, no matter what kind of policies you put in place, it's going to be hard to implement some of what the Trump administration wants to do”
Hamilton: Supreme Court precedent will compel disbursement of obligated IRA funds
“I do think that the funds that are obligated will be dispersed. I'm like, I just don't think that they can legally. The Supreme Court, I don't think, will allow that to happen, so I consider that, like, a lower risk for the funds that have been obligated.”
Hamilton: CPUC utility-only community solar decision will make projects cost-ineffective
“California basically said, nope, that's not what we're going to do. We're only going to have it work for utilities to run these projects. And what that means is like, they're not going to be cost effective. They're not going to deliver costs to the customers, …”
Hamilton: Clean energy investment must hit $5T annually for net-zero
“So we need three times more than the almost two trillion a year to make it to net zero. So we need to be at almost five trillion a year of investment.”
Hamilton: Omitting Transmission Tax Credit from IRA Was a Huge Miss
“And one thing that fell out of the mix in the Inflation Reduction Act was an investment tax credit for transmission, which would reduce the cost of building these lines by 30%. So that, to me, was a huge miss.”
Hamilton: Treasury Will Likely Retain 45V Three Pillars Hydrogen Framework
“I suspect they will. I suspect that they will simply come up with ways in which you can use existing resources at certain times to be able to qualify so that you really are getting clean, green hydrogen and you're not leaving plants that are, that aren't reall…”
Hamilton: DOE requires 20% of federal grants address community and workforce
“And in fact, the Department of Energy, in every single grant that they're doing, even with the infrastructure bill, is requiring 20% of every grant to be, how are you involving the community? How are you dealing with the workforce?”
Hamilton: No country has ever enacted climate legislation as significant as IRA
“It's, we and anybody else in the world has never done anything this significant.”
Hamilton: High utility interconnection costs kill many renewable energy projects
“Often interconnecting, as wonky as this is, interconnecting a lot of projects can just make them not pencil out because of the cost of the utilities exact on the renewable energy industry.”
Hamilton: IRA will reduce greenhouse gas emissions 40% below 2005 levels by 2030
“So it will, based on all the analysis, drop greenhouse gas 40% below 2005 levels by 2030.”
Hamilton: 10-year clean energy tax credits provide unprecedented market certainty
“The biggest, I think, is the ten-year window for the tax credits. That's just going to give a runway. It will give a level of certainty to investors and to developers and to industry.”
Fifty U.S. senators completely oppose passing climate legislation, notes Hamilton
“It's not just Joe Manchin, it's 50 members of the U.S. Senate do not want to pass climate legislation, ok? That's half of our Senate, half of the people that are elected to run our highest body legislatively do not want climate action”
Hamilton: Expecting Manchin to Back a $4T Bill Was Unrealistic
“And he's moved a little bit on them, but he was not going to move a lot, and so when a close to four trillion dollar bill was introduced with the hopes that Joe Manchin would come along, it was not very realistic.”
Hamilton: Democrats will pass climate legislation by March 2022
“The optimistic take for me is January, maybe February. I don't think we're going to go much beyond March, certainly. And they're so close that I think it wouldn't take long at all to get this over the finish line in the month of January once they resolve some …”
Hamilton: Federal freeze halts EPA and DOE project drawdowns
“There are people who can't draw down their funds that were contracted at EPA and DOE, and so, yes, it's stopped projects in their tracks. And when you know, not only have employees on the other end of those projects, but also orders for manufacturing on the ot…”
Hamilton: Dynamic line ratings unlock 15% to 20% more transmission capacity
“So first of all, you get, like, just through dynamic line ratings, like, 15 to 20% more transmission capacity if you put dynamic line ratings in.”
Hamilton: Georgia Power sees $15.3B investment and 6.6 GW new load
“Georgia Power has been one of the largest beneficiaries of the Inflation Reduction Act. 15.3 billion dollars in investment in their service territory of EV manufacturing, solar data centers, etc. 6600 megawatts of new load coming online.”
Hamilton: Renewables and storage are faster and cheaper to build than gas
“Get renewables and storage on quickly. Because they're cheaper and faster to build, and you can put them in a lot of different places that you can't build a, you know, combined cycle natural gas plant.”
Hamilton: Clean Energy Transition Needs 1 Million More Electricians
“We need, like, another million electricians where we need a 104 113,000 construction workers, 764,000 manufacturing workers. This is across all clean energy sectors.”
Hamilton: 2025 Trump Tax Cut Expiration Opens Room for Policy Deals
“The Trump tax cuts that were put into place in 2017 expire, and there is going to be some room for negotiating, no matter who is in charge on, in any way.”
Hamilton: Only geothermal and biomass satisfy California's clean firm baseload mandate
“When you don't have that, so what California is facing right now, and they're saying, all right, we're going to get 2000 megawatts of clean, firm baseload, really the only two resources that will fit that are geothermal and biomass, because hydropower in Calif…”
Hamilton: Draft Basel III rules assign 400% risk weight to clean energy tax equity
“Yeah, so the draft regulations for the banking sector put a very high risk factor on, on tax equity. They treat it like private equity, which it is not, and rather than tax equity, which is more like a loan and so they have it at 400%, and it just means that, …”
Hamilton: Federal Subsidies Will Lead to Mass Battery Manufacturing by Major OEMs
“They have not had a liquid market, really. They're not a lot of big, huge OEMs just churning, churning out batteries, and there will be as a result. Of all of this funding, and I think that will change the equation, too, because in addition to interconnection,…”
Global coal and gas power plant additions have fallen by 50%
“Internal combustion engine sales are down they're below where they were before COVID additions of coal and gas plants are down 50%, sales of residential gas boilers is down, heat pumps are up, there's a real momentum toward electrification.”
Hamilton: Fossil Fuels Will Still Comprise 73% of Energy After 2030 Peak
“When we talk about a peak, that means after 2030, we'll still be at about 73% fossil. It just means we will then start the decline.”
Hamilton: 70% Solar PV Manufacturing Usage Meets Net Zero Targets
“Using 70% of that anticipated solar PV manufacturing capacity would bring deployment to the levels projected in the net zero scenarios.”
Hamilton: Big Three auto CEOs earn $21M–$29M, 300x their workers
“The CEOs of these three companies make between 21 and twenty-nine million dollars a year in their salary. That is 300 times more than their employees.”
Hamilton: All DOE clean energy funding mandates fair wages and labor agreements
“All DOE funding has strings attached on project labor agreements or union labor community engagement, and so every single dollar that's going out of DOE, and it's, you know, this was all put into the statute as well, requires that fair wages are given to emplo…”
Hamilton: Inflation Reduction Act lacks production tax credits for green steel
“There are also requirements in some of the other provisions like thirty-D for domestic iron and steel production, but there's no production tax credit for green iron and steel. There really isn't anything for industrial emission reductions.”
Hamilton: Remaining uneconomic coal plants exist solely to supply industrial heat
“The only reason they are still in existence is because they have to provide heat to a paper mill, or to some other industrial facility, and those are things we can tackle right away”
Hamilton: Norway Achieved 90% EV Adoption While Expanding Oil Production
“Norway is at 90% EVs. They've done this massive transition, and yet they're one of the biggest oil producers. They're not going to stop producing oil. They're not going to stop selling it. They're going to increase it. They have 50 more years of oil, and yet t…”
Hamilton: Virtual negotiations democratized stakeholder participation in the IRA
“It really democratized the process, and it allowed a lot more people to be involved, so people who couldn't afford to fly into D.C., people who weren't normally roaming the halls of Congress, people who were deploying projects out in the field and understood h…”
Hamilton: Dropped IRA transmission tax credit would have cut project capex 30%
“Some of the things that did not make it into the IRA were an investment tax credit for transmission, which was pulled at the last minute, and that was huge because we desperately need more transmission, and that would have bought down 30% of the capex for it f…”
Hamilton: The IRA's Methane Fee Will Dramatically Cut Emissions
“There is one stick in this, which is a methane fee, a methane emission fee, which will be huge. That will have an enormous impact on emissions.”
Hamilton: Cutting Methane Increases Gas Producers' Profits by Preserving Product
“And actually reducing methane helps them make more money in the end, because they're, they'll have more usable gas.”
Hamilton: Some transmission developers need tax credits, not permitting reform
“Like, there are some companies that are building transmission lines that don't need permitting reform, that instead actually need an investment tax credit.”
Manchin and Schumer signed $1.5T Build Back Better framework in 2021
“July of twenty-twenty-one, Senators Manchin and Schumer signed an agreement where Manchin said, here are all the things I'm willing to put, 1.5 trillion dollars worth of things into this Build Back Better package. Chuck Schumer signed off on it, and at that po…”
Federal agencies lack sufficient staff to implement infrastructure bill, says Hamilton
“All of these agencies that have to take on these huge tasks already are, do not have enough people for just to implement the infrastructure bill.”
Collapse of domestic climate legislation erodes global trust in the U.S.
“So I do think it erodes, ah, the trust from the world, which is all, was already a big lift for Biden because of what happened during the Trump administration.”
Hamilton: 2022 midterm losses will stall Biden's agenda like Obama's
“If he loses those, it will be exactly what happened to President Obama when the Congress flipped and he ended up not being able to get as much done as he wanted to.”
Hamilton: Clean energy accounted for 60% of US energy job growth
“They showed that U.S. Energy sector jobs grew three percent in 2023, which outpaces normal employment growth by 50%. And of those jobs, clean energy and Deployment counts for about 60% of those jobs. So they grow at a rate in clean energy of, like, almost five…”