Catalyst with Shayle Kann6 Kesä 2024

Drew Baglino on Tesla’s Master Plan

Tesla’s Master Plan Part 3 lays out the company’s model for a decarbonized economy — and makes the case for why it's economically viable. It outlines a vision for extensive electrification and a reliance on wind and solar power. In this episode, Shayle talks to one of the executives behind the plan, Drew Baglino, who was senior vice president for powertrain and energy at Tesla until April when he resigned. In his 18 years at Tesla he worked on batteries, cars, and even Tesla’s lithium refinery. Shayle and Drew cover topics like: Why Drew isn't sure that AI-driven load growth “is going to be as dramatic as people think” Drew’s optimism about the U.S.’ ability to build out enough transmission for decarbonization How to deal with the high rates of curtailment and what to do with that excess power Meeting the material requirements of decarbonization and Drew’s experience with permitting Tesla facilities Recommended Resources: Tesla: Master Plan Part 3 CNBC: Tesla execs Drew Baglino and Rohan Patel depart as company announces steep layoffs The Carbon Copy: AI's main constraint: Energy, not chips Catalyst: Understanding the transmission bottleneck Utility rates could make or break the energy transition – so how do we do it right? On June 13, Latitude Media and GridX are hosting a Frontier Forum to examine the importance of good rate design and the consequences of getting it wrong. Register here. And make sure to listen to our new podcast, Political Climate – an insider’s view on the most pressing policy questions in energy and climate. Tune in every other Friday for the latest takes from hosts Julia Pyper, Emily Domenech, and Brandon Hurlbut. Available on Apple, Spotify, or wherever you get your podcasts.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(270)

Can AI revolutionize grid operations?

Everyone loves to talk about the “broken grid.” But if you look inside a utility’s planning and operations functions, a different picture emerges: infrastructure that is remarkably reliable, built and...

20 Elo 39min

Is now the time for DERs to scale? [re-published]

A decade ago, DERs were hot. The hype was that things like batteries, smart devices, and other distributed energy technologies would offset the need for expanding traditional grid infrastructure. But...

13 Elo 42min

Critical Capital: Senator Tillis' case for "all-of-the-above" energy

This week, we’re presenting an episode of Critical Capital, a new podcast from Crux and Latitude Studios. Energy policy has become increasingly polarized just as the U.S. faces record electricity dem...

11 Elo 31min

The electrician shortage slowing the AI boom

The race to build AI infrastructure is often framed around the availability of power, chips, and capital. But another critical constraint is becoming impossible to ignore: skilled labor. In this epis...

6 Elo 34min

The commercial battery comeback

Commercial and industrial (C&I) battery storage has long been the missing middle of the energy storage market. It’s been too complex and expensive to scale like residential systems, but too small to ...

30 Heinä 44min

The multi-billion dollar promise of vehicle-to-grid integration

Most electric vehicles spend nearly all of their lives parked, doing nothing. But under the hood of those idle cars, a massive store of energy sits untapped. The Kia EV9, for instance, holds a 100-kil...

23 Heinä 34min

When will quantum computing have its breakout moment?

Over the course of the past decade, quantum computing (or the concept thereof) has ridden hype cycles, just like AI or the internet writ large. In the past year, however, as governments across the g...

16 Heinä 40min

Inside the AI power wars

For those steeped in the world of AI development, the major differences between tech giants’ chip strategies are easy enough to see: the speed of Google’s TPUs, the affordability of Amazon’s Trainium,...

9 Heinä 43min