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 renewables deployment with high curtailment.
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.
