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(342)

Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?

Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?

The US is projected to add an additional 26 GW of solar capacity in 2025. Solar has been one of the energy transition’s biggest success stories, but there are dark clouds gathering. Uncertainty is the...

25 Mar 202521min

Is the world giving up on green hydrogen? | Hydrogen energy is having an identity crisis but who’s to blame?

Is the world giving up on green hydrogen? | Hydrogen energy is having an identity crisis but who’s to blame?

In 2025, the US will consolidate its position as a blue-focused hydrogen market, driven by policy developments under a second Trump administration. A surge in blue hydrogen investment – with at least ...

11 Mar 202532min

The US needs nuclear energy now, more than ever | Are permitting and regulations set up for rapid deployment?

The US needs nuclear energy now, more than ever | Are permitting and regulations set up for rapid deployment?

Former President Biden's final days in office involved signing an US$840 million energy contract with Constellation - a statement of intent for the US’s largest nuclear supplier. Since then, what’s ch...

25 Feb 202540min

What needs to happen to strengthen climate resilience in the US? | Balancing climate mitigation with adaptation is getting harder and harder

What needs to happen to strengthen climate resilience in the US? | Balancing climate mitigation with adaptation is getting harder and harder

The fires in Los Angeles of January 2025 were devastating. They were also made about 35% more likely due to climate change.This is true all over the world; a recent study authored by Research Fellow P...

11 Feb 202542min

Meeting energy demand requires long-term solutions. What do they look like?

Meeting energy demand requires long-term solutions. What do they look like?

How a major US utility plans for sustainable growth.The US is on track to see over 25% growth in annual clean energy installations this year, despite uncertainty around permitting and grid connections...

29 Jan 202540min

The energy analysts' view on what’s ahead in 2025

The energy analysts' view on what’s ahead in 2025

The trends, challenges and breakthroughs.Clean energy in 2025 will face challenges from rising electricity demand, inflation-driven costs, and political pressures. How can these challenges be solved? ...

14 Jan 202551min

Is US solar growth truly unstoppable?

Is US solar growth truly unstoppable?

In conversation with Abigail Hopper Policy changes which will impact US solar – both manufacturing and demand - are on the horizon. To discuss the current state of the solar industry in the wake of t...

17 Des 202434min

What does a second Trump term mean for US solar?

What does a second Trump term mean for US solar?

Could the potential repealing of the IRA halt the progress of solar manufacturing?A second Donald Trump presidency will have a big impact on the energy transition. The Biden administration’s landmark ...

3 Des 202432min

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