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 11 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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
Kimber: US Grid Transmission Issues Will Not Get Fixed
“No one has the incentive to actually fix the problem, and that's why it won't get fixed.”
Kimber: Most projects in transmission queues will never be built
“Most of the stuff that's in the queue isn't even going to get built because there's no land that's even reasonable around those queue positions, right? There it's, you'd have to build something that costs twice as much as it should because the geotechnical con…”
Kimber: Energy load will move directly to power generation sites
“Load will come to generation, right? So load is going to move toward the generation because the grid isn't going to be able to deliver that generation. And that's, you'll see it most, in a most pronounced fashion in these new industries because they don't have…”
Kimber: Five clean energy sectors will become multi-hundred-billion industries
“So, you know, those five industries are what we've identified as, you know, the areas where we think there is inevitable growth in the sort of hundreds of billions of dollars. These are industries that could easily be some of the largest industries that our pl…”
Kimber: Direct air capture costs will drop to $100-$200 per ton
“There are plenty of them out there at industrial scales that will definitely get down into the, you know, 102 hundred dollar, you know, a ton kind of level, at which point capture becomes your backstop technology, if you will, and it will set the price point a…”
Kimber: Industrial energy clusters will concentrate in the Texas Panhandle
“We believe there will be large clusters around places like the Panhandle of Texas, where the wind and the sun are very, very advantageous, and the cost of power can not only be low, but Also, the capacity factor, even without battery storage, can be, you know,…”
Kimber: Texas Panhandle Electrolysis Will Reach Tens of Gigawatts
“So, you know, over the longer term, I think that will be the very, very scalable output here, because the scale of what we're talking about, say, in the panhandle is, you know, ultimately probably in the tens of gigawatts of electrolysis by the time this is al…”
Kimber: Energy-intensive businesses will reprioritize energy availability over decarbonization alone
“I do think a reprioritization around not just clean energy, but energy availability is coming for very, very energy intensive businesses generally.”
Kimber: Utilities could build localized regional microgrids in constrained renewable zones
“So you could actually see kind of localized transmission networks even if it's not behind the meter serving as kind of almost like mini microgrid or, you know, maxi microgrids, if you will, you know larger versions of microgrids that are still public utilities…”