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.

clear all ✕

why aren't all 4 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

Disclosure
Carneiro: Boston Metal is developing zero-emission electrolytic steelmaking technology
“Well, we are developing a technology that will eliminate all these emissions. No carbon involved at all as a reducing agent, so we use electricity instead, and therefore if the electricity is clean, you take care of scope one and scope two in manufacturing ste…”
Tadeu Carneiro Nov 7, 2025 ▶ 1:33 Boston Metal’s path to carbon-free steel
Disclosure
Boston Metal cap table includes BHP, Vale, ArcelorMittal, Aramco, and Microsoft
“We have lots of giants in in our cup table today. So, you know, the largest mining company in the world, BHP, the largest supplier of iron ore, Vale from Brazil, the largest international steelmaking company, ArcelorMittal. Then you have Saudi Aramco, you have…”
Tadeu Carneiro Nov 7, 2025 ▶ 20:36 Boston Metal’s path to carbon-free steel
Disclosure
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…”
Tadeu Carneiro Nov 7, 2025 ▶ 18:04 Boston Metal’s path to carbon-free steel
Disclosure
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…”
Tadeu Carneiro Nov 7, 2025 ▶ 36:12 Boston Metal’s path to carbon-free steel
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