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 956 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
Cumulative US LNG emissions could exceed the footprint of 1,000 coal plants
“If you add up all the emissions from what's in operation, all the emissions from what's under construction, all the emissions from what is being proposed beyond that, we could be talking about the emission footprint of about a thousand, actually more than a th…”
Del Chiaro: California solar sales fell 80% after net metering changes
“California just announced, you know, just put in place major changes to the number one driver to that market, which was net metering, and we just got data today that shows that sales are down 80% across the state.”
Green: Local anti-solar groups receive payments from climate denial networks
“And then they're supported by groups online or in their state or in their community that have ulterior motives, which we found. They're getting payments from organizations that have connections to climate denial,”
Cornell research finds LNG lifecycle emissions are worse than coal
“It's been clear for years now that natural gas used domestically, because a lot of it leaks out, is pretty much akin to using coal, and now we have really interesting new data from Bob Howarth that Cornell, the kind of dean of methane scientists, who's done th…”
Del Chiaro: CPUC proposal forces multi-meter solar to repurchase generated power
“The Public Utilities Commission wants to apply the draconian changes to net metering and then some. They want to basically declare every electron that solar system generates on that apartment building and export and then force people to buy it back from PG&E a…”
Bowman: UN Draft Guidance Asserts Engineered Carbon Removal Is Unproven
“The Article VI supervisory body issued a guidance in May of this year, which by the way is not formally approved yet, and included a technical note that states that engineered carbon removal activities Do not contribute to sustainable development. The proposal…”
O'Brien: Nearly 60% of US TV meteorologists denied climate change recently
“For a very long time in our country, TV meteorologists were Outright denialists when it came to climate change. 50 plus, I, it was close to 60% just a few years ago.”
Florida Power & Light paid Matrix millions to fund ghost candidates
“An investigation from the Miami Herald and Orlando Sentinel found that FPNL, Florida's biggest utility, sent millions of dollars to Matrix to prop up fake candidates in local races. Those so-called ghost candidates siphoned votes away from candidates who the u…”
Matrix used utility funds to secretly finance six local news sites
“The floodlight team found direct financial links between six local news outlets, Matrix, FPNL, and Alabama Power. Matrix used utility money to fund political websites with names like Alabama Today, Florida Politics, and The Capitalist, and buy favorable covera…”
Kra: Greg Becker told investors only a run could bring SVB down
“And then Greg said something peculiar on the call. He said, we're solvent. We're in great shape. And the only thing that can bring us down is if all of you tell all of your companies to start pulling out share money.”
Patton: Some Louisiana plants have violated Clean Air permits for over a decade
“Some of these plants have been in consistent violation of their Clean Air Act permits for more than a decade, and they are still in operation every day.”
Patton: Marathon received $1.5M in ITEP tax exemptions per job created
“Under the ITEP program, Marathon was by far the largest benefactor from the program. At one point they were receiving 1.5 million dollars in tax exemptions per job that Marathon created.”
Gas stoves account for 12.7% of childhood asthma cases in the US
“We found that 12.7% of childhood asthma Could be attributed to gas stove use, but in some states it was much higher because, for example, in Illinois, 80% of households with children cook with gas, and so for, in that state, it was about 21%, similar in Califo…”
Gas stove asthma risk is directly comparable to secondhand smoke exposure
“So when we looked at, okay, who else has calculated this PAF, population tributal fraction, for other factors, we found that for childhood asthma, it was very similar to exposure to secondhand smoke.”
Rathi: US and China originated the COP26 'phase down' coal language
“And that two or three page document that Came on Wednesday was what then set the tone for the deal to happen on the Saturday, and in that deal is where we had the language around phase down of coal, and that's the language that eventually made it into the fina…”
Jurowicz: Nuclear is the only power source enabling decades of fuel stockpiling
“You can actually safe harbor and stockpile years, even decades, of a nation's worth of fuel and energy in the form of uranium and nuclear fuel. You can't do that with any other power generation technology. You can't do that with gas. You can't do that with coa…”
Jurowicz: Nuclear power has never been commercially project financed
“Nuclear power has never been project financed before. It has always been financed on the backs of taxpayers and ratepayers because it's been so prone to construction risk.”
O'Sullivan: Half of top 20 energy exits were corporate spinouts, not VC-backed
“Of, you know, the top 20 exits actually probably half or more were not kind of venture orientated or indeed growth or backed businesses, but they were corporate spin-outs and so on and so forth.”
Su: FT reported major Gulf economies reviewed invoking force majeure on commitments
“In early March, the Financial Times reported that the three of the four major Gulf economies were collectively Doing an internal review of whether they could invoke force majeure on their financial commitments.”
No accident scenario can heat Kairos coolant enough to fail TRISO fuel
“The fact that the melting temperature for the salt is, you know, in like the 400, like we don't actually can't get the salt hot enough to like stress the fuel in the way that, that you could theoretically stress from other actors. So we don't have any scenario…”
Fernandez: Large EPC firms stopped offering lump sum turnkey contracts post-COVID
“The reality is the EPC CapEx world changed dramatically after, after COVID, right? Things that used to be very secured, large scale EPC companies that used to be able to give you a, you know, lump sum turnkey contract are just not doing that anymore in, in con…”
Jewett: Fervo proved hydraulic fracturing and lateral drilling work in granite
“There was a lot of skepticism. You can't hit those drilling rates in granite. If you can't hit that build rate to a lateral well in granite, you can't do a plug and perf operation, you know, hydraulic fracturing operation in granite in the same way that you ca…”
Garabedian: Electrolyzers at $2,000/kW are unviable without massive subsidies
“Electrolyzers today in the 2000 dollars a kilowatt range, they're too expensive to produce economically viable
Green hydrogen. And we're seeing this in projects all through the world. So where green hydrogen projects are being built, they're being built at pri…”
Shah: IRS scrutiny of renewable tax equity is continuing under Trump
“During the Biden administration, there was a big crackdown by the IRS on the renewable energy sector for tax credit and tax equity policies. Around step up in basis and some of that stuff, and I think the Trump administration is continuing all of that work, an…”
Shah: Solar Costs $30-$50/MWh Compared to $95/MWh for New Natural Gas
“Today, you know, solar power installed is, you know, 30 dollars a megawatt hour. Without the tax credits, it's 50 dollars a megawatt hour. That's more expensive than 30 dollars a megawatt hour. I get that. But that's not out of the money. Right? New natural ga…”
Shah: DOGE cannot reach $2T cuts without defense, Social Security, or healthcare
“The only places that matter if you're going to get to two trillion is defense, social security, and Medicaid, and Medicare. That's the only places that matter. Like, the discretionary part of the budget is so small that it just doesn't matter. You could zero i…”
Beebe: Solar Scaled Through Brute-Force Supply Chains, Not Novel Tech
“And one of the key catalysts that I hadn't really understood was the ability to use non-semiconductor grade silicon, you know, not the purest type of silicon to make solar cells. So instead of radical innovation, you know people like Nanosolar and even Solyndr…”
Orthofer: Only 10% of net-zero abatement potential is fully mature today
“And when we do that, we actually find that only about 10% of the abatement potential that, that we need to get to net zero is in this in global deployment or a sort of fully mature category which is a lot less, I think, than we would have hoped.”
Elon Musk laid off Tesla's entire Supercharger team to prioritize robotaxis
“Musk also laid off the entire supercharger team, and now he's putting all his attention on an autonomous robo-taxi.”
O'Donnell: 1,000°C bricks match lithium-ion energy density at one-tenth the cost
“And when you heat a brick to a thousand C, it stores as much energy per pound as a lithium ion battery. Costs 10 times less, lasts 10 times longer.”
Alsup: Ambient Fuels halts Corpus Christi project over hourly matching rules
“I talked to the head of ambient fuels who had a massive project planned at the port of Corpus Christi in Texas. And that was a project that was specifically targeting refineries, and not only is that project on hold, Ambient's take is that hourly matching sort…”
Downing: VPP peaking capacity can be 60% cheaper than gas peakers
“For a utility, procuring peaking capacity from a VPP can be 60% cheaper than procuring it from a natural gas peaker plant.”
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?”
The DOE bases LNG decisions on Trump-era environmental impact studies
“Today what we're seeing with the Biden administration is that even the impact studies that it's using, specifically that the DOE is using to inform its decisions, were Completed when Trump was in office and don't necessarily align with the data that we have to…”
CP2 LNG export facility emissions would be 20 times the Willow project
“The greenhouse gas emissions associated with CP-II would be 20 times that of the Willow oil complex.”
The DOE does not disclose GHG emissions in LNG project reviews
“They really don't do a project by project analysis. They do a project by project opinion, but they don't actually tell you what the greenhouse gas emissions are.”
Alaska LNG's lifetime carbon footprint would equal the entire US power sector
“One DOE analysis of Alaska LNG, which was re reaffirmed by the DOE pretty recently, showed that even if facilities that received that gas burned it using carbon capture, the carbon footprint over its lifetime would be something equivalent, like something on pa…”
Wesoff: NuScale SMR footprints exceed traditional 1.2 gigawatt reactor sizes
“The modular reactor from NuScale is 76 feet tall, so that's not exact. If you're thinking it's the size of a bread box, it's not. It's 76 feet tall, and when you're building a twelve-pack of these modular NuScale reactors, the size of the civil works that you …”
AI models can identify specific real-time appliance usage from smart meters
“You know, the reality is because of the high level resolution that we're doing on the sampling and using language models, we actually stopped from, like, guessing what's happening in the home to, like, actually knowing what's happening in the home. Right to th…”
Senator Becker: EV charger grid interconnection takes 70 weeks in his district
“So in my district, it takes about 70 weeks, which is hard to believe, like seven, no, seven 70 weeks to get things connected, to get new charging infrastructure, for example connected to the grid.”
Senator Becker: California bundles wildfire costs and social programs into electricity rates
“The problem is we stuff lots of things into rates, right? We stuff in all the wildfire costs into rates. The care program, which is a five billion dollar program, we put that into rates. So we put everything into rates.”
Senator Becker: California spent $1B extending dirty legacy power plants
“We spent a billion dollars on dirty legacy, you know, once through cooling, heavily polluting plants, just because we might need them for, like, 15 hours a year.”
Lacey: 99% of US coal plants cost more than new renewables
“Back in February, we made an episode about how 99% of coal plants in America are more expensive to operate than new renewables.”
Naam: Space launch costs are dropping faster than solar power costs
“Space launch is getting cheaper faster than solar. Only, only two things in history have gotten cheap faster than solar to date, which are computing and gene sequencing or gene printing. But right now, we're in a phase where the cost of space launch is actuall…”
Ex-DNI Dennis Blair argued battery manufacturing lacked national security importance
“From Admiral Dennis Blair, who had been the former U.S. Director of National Intelligence under Obama, there's this amazing quote in his op-ed where he says, like, there are many things that the U.S., many technologies the U.S. Should seek to protect lithium-i…”
Tomlinson: Viral anti-wind freeze image was a three-year-old Swedish photo
“They had a spokesman who tweeted out an image of a helicopter spraying a liquid onto a wind turbine, and the caption was, a fossil fuel powered helicopter sprays fossil fuels on a clean energy device to generate electricity. Now, of course, the image was not f…”
Lacey: Republican districts get 5x more IRA clean energy funding than Democrats
“According to the Financial Times, Republican-held congressional districts are getting five times more funding for clean energy projects, including new manufacturing plants, than ones controlled by Democrats through this IRA legislation.”