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 3 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

Insight
Epstein: Keeping Strait of Hormuz open is only truly effective oil fix
“So high level, open the Strait of Hormuz. That's the only thing that really works. Then you can talk about Saudi mid-East spare capacity, our emergency capacity, and IEA emergency capacity, and then below that you have Canada Jones Act and US production.”
Alex Epstein Mar 10, 2026 ▶ 24:44 FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat
Insight
Epstein: Mining supply chains for electrification require substantial oil consumption
“And by the way, guess what? You need a lot of oil to even get that whole supply chain started because you need the mine.”
Alex Epstein Mar 10, 2026 ▶ 18:58 FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat
Insight
Epstein: Mobile drone launchers present a harder defense challenge than fixed installations
“The drone thing is just a total game changer, because you can have a small vehicle, you can launch one of these, you know, shot heads out of the back of a truck, they can go really far, and that's a lot harder to deal with than a fixed installation.”
Alex Epstein Mar 10, 2026 ▶ 4:29 FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 500 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.