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


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Episoder(342)

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In a year defined by uncertainty, this RE+ special episode of Interchange Recharged flips the script from “build more” to “get more from what you’ve got.” Sylvia Leyva Martinez, Research Director at W...

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26 Aug 202542min

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Way back in 2016, US energy storage capacity had just hit 336MWh, a 100% year-on-year increase. The growth forecast for storage was for 7.3GWh by 2022 – a US$3.3 billion market. It’s just one example ...

12 Aug 202546min

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The uncertainty rippling through the energy industry in the first half of 2025 hasn’t gone away. Utilities, developers, and manufacturers are still grappling with the fallout from the "One Big Beautif...

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How is geothermal faring in 2025? Investment is booming but is the technology and policy support there?

How is geothermal faring in 2025? Investment is booming but is the technology and policy support there?

Despite uncertainty for US clean energy investors, things are looking good for the geothermal sector. US$1.7 billion in public funding was pumped into geothermal projects in Q1 this year - 85% of 2024...

15 Jul 202537min

The oil and gas majors are phasing down their renewable strategies. What does it mean for climate goals?

The oil and gas majors are phasing down their renewable strategies. What does it mean for climate goals?

In February this year BP announced it was cutting its investment in green energy ventures from $5B to $2B while reallocating $10B to fossil fuels, and abandoning its 2030 oil output reduction target. ...

1 Jul 202541min

The world’s most-used carbon accounting rule is about to get a major overhaul. What does it mean for clean energy buyers?

The world’s most-used carbon accounting rule is about to get a major overhaul. What does it mean for clean energy buyers?

The Greenhouse Gas Protocol – the global gold standard for measuring corporate emissions – is under review, and the proposed changes could dramatically reshape how clean energy is bought, sold, and re...

17 Jun 202534min

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