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 17 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
Jigar Shah: Battery storage additions will be tenfold natural gas deployments
“Battery storage will be heralded as the savior of the grid a year from now, and we will deploy 10 times as much battery storage as we deploy natural gas.”
Janus: Advanced nuclear and fusion will not solve grid problems this decade
“They're not solving any problems this decade, right? That is a 20 thirties and probably a late 20 thirties. Opportunity.”
Del Chiaro: California's electricity load will at least double from electrification
“We anticipate our electricity load is going to at least double just from our electrification initiatives in the next couple of years, and that's not counting any kind of impact climate change has on electricity consumption.”
Tomlinson: New firming requirements will definitely slow Texas renewable investment
“This is going to be really expensive. It's also going to be highly political because we don't know yet what the PUC will assign to different facilities, but it will definitely slow down new investment in Texas, renewable energy.”
Mark Fields: Ford intended to launch Level 4 vehicles by 2021
“It remains our intention to introduce a fully autonomous level four vehicle into the marketplace in 2021 in mobility services.”
Mitrova: Europe faces wartime energy rationing and physical shortages this winter
“And in the wartime, the economy is mobilized, and the decisions are made by the governments, not by the free market. So this is the case for Europe this winter, and there will be lots of very difficult and painful choices on which industries, which groups of c…”
Mitrova: EU oil embargo will likely reduce Russian exports by only 10-15%
“In the longer term, as the EU is implementing its oil embargo, and with all these constraints on insurance and shipping, There will be definitely some effect to limited extent. So we are probably talking about 10, 15% decline in the Russian oil exports and cor…”
Lovins: Russia's war will push global fossil fuel use into steep decline
“Putin's war really puts the last nails in that coffin, turning what was usually forecast as a bumpy plateau of fossil fuel use for most of the rest of this decade into a steep decline.”
Lovins: European Purchases Of Russian Natural Gas Will Disappear By 2023
“It now looks like the purchases of Russian gas will be cut by two-thirds this year alone, and probably be gone by Next summer, at latest, next autumn”
Jigar Shah: 2025 EV sales will surpass 2024 levels
“I think that we'll have more EV sales in 25 than we had in twenty-twenty-four.”
Davis: Chinese solar module prices will floor at 12-15 cents in 2024
“Well, in terms of pricing trends just for Chinese modules, we do expect some further declines throughout twenty-twenty-four. Depending on what module technology you're talking about modules can be, you know, 15 to 18 cents, and we expect that they might go dow…”
Shah: Li-Cycle Rochester plant will produce 8,500 tons of lithium carbonate
“Life cycle in Rochester, New York will produce 8500 tons of lithium carbonate once it's fully scaled up. To put that in perspective, the United States as a whole produces 5000 tons per year. It'll be the single, single largest producer of lithium carbonate in …”
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 …”
Beebe: Lilium is one to two years from commercial flight
“I think they are, let's say, a year or two away from human and commercial flight.”
Davis: The United States solar market will grow 10% in 2024
“So in 2024, overall, we're forecasting that the U.S. Market is going to grow 10%.”