Tesla's Giant Battery: Pros and Cons

Tesla's Giant Battery: Pros and Cons

Tesla built the world's biggest lithium-ion battery ahead of schedule. It's an important milestone for the technology, and Tesla itself.

But is it coming at a cost to smaller players in the industry?

This week on The Interchange, we'll talk about how Tesla's battery supply constraints are hitting downstream installers and developers. We'll bring GTM Staff Writer Julian Spector on the show to discuss his recent reporting on Tesla's delivery delays.

Then, we'll cover some of Spector's other big stories this year: how gas is suddenly challenging natural gas peaker plants around the world; and why New York is struggling to put a cohesive energy storage framework in place.

This podcast is sponsored by Schneider Electric. Now, you can reap the benefits of a microgrid with no upfront capital through the new microgrid-as-a-service business model from Schneider Electric. Find out how it works.

Recommended reading:

· Tesla Fulfilled Its 100-Day Australia Battery Bet. What’s That Mean for the Industry?

· NRG Asked to Suspend Its Controversial Gas Plant Application. What Does That Actually Mean?

· Can Batteries Displace Gas Peakers in South Australia’s Fast-Changing Grid?

· Years In, NY REV Lacks Major Storage Action. That May Have to Change Soon


Subscribe to The Interchange podcast via Apple Podcasts, Google Play, Stitcher or wherever you find your audio content.

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Episoder(341)

The muscle we forgot: SMRs, hyperscalers, and why this nuclear renaissance might actually be different

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The grid nobody planned for: public power, hyperscalers and the race to rewire America for the AI age

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What two decades of flat demand means for a grid now expected to double in sizeThe US went from essentially zero load growth for twenty years to 3% national growth almost overnight. The supply chains,...

10 Mar 1h 4min

Is hyperscaler demand finally giving CCS its moment?

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Carbon capture and storage has long been framed as a clean technology that’s forever five years away. Bridget van Dorsten speaks with Tim Vail, CEO of ION Clean Energy, to explore why a surge in AI da...

24 Feb 47min

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After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and transmission can be built. In this episode, Interim host of Int...

10 Feb 44min

Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player. How are utilities using them?

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US data centre announcements are averaging 435MW a month, and there’s around 175GW of large-load capacity already committed or under construction. AI hyperscalers are looking for innovative ways to me...

27 Jan 43min

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AI, and the battle for energy in 2026. What clean energy sources are going to meet demand?

AI is changing the energy system faster than almost anything we’ve seen in decades. Interim host, engineer and energy analyst Bridget Van Dorsten is joined by Ed Crooks, host of Energy Gang and Vice-c...

13 Jan 29min

How are key renewable energies faring at the end of 2025? Guest host and energy analyst Bridget van Dorsten talks through developments in geothermal, hydrogen and wind.

How are key renewable energies faring at the end of 2025? Guest host and energy analyst Bridget van Dorsten talks through developments in geothermal, hydrogen and wind.

At the start of the year things were looking uncertain for nascent renewables like hydrogen and geothermal. With policy support from the previous US administration they had boomed with the IRA, then c...

2 Des 202537min

Energy policy, technology, and utility challenges: How industry leaders are overcoming barriers

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Utility-scale clean energy projects in development are still facing connection queues and regulatory barriers. RE+ may be done for 2025, but the debate is still going. Host Sylvia Leyva Martinez, Rese...

18 Nov 202537min

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