Assertion Supported
Baglino: Silicon carbide in Tesla inverters saved three miles of battery
“So silicon carbide went there, and then silicon carbide went into the drive inverter to make the drive inverter about one percent more efficient, which you're like, oh, that doesn't seem like a lot, but when you think about, you size the battery to give you, l…”
Assertion Partly supported
Baglino: Step-up transformer demand has surged over 250% since 2019
“In fact, I have some statistics here. You know, power transformers, these are generator transformers. Demand is up is over double since 2019. For generation step-up transformers it's up over 250%. Distribution transformers up over a hundred percent.”
Assertion Not publicly verifiable
Baglino: Utility-scale solar plant transformers fail at about 1.4% per year
“Transformers are not really designed to run at their rated power, you know, as long as they do in these Desert power plants, you know, where they're, first of all, very hot, because they're sitting in the sun, and second of all, because they're running at name…”
Assertion Supported
Baglino: Electrification delivers nearly 3x boost in primary-to-end-use efficiency
“And so when you stack that all up and you replace that with a renewable electrified pathway, you can get almost a tripling of end use efficiency, well, sort of well to wheel or primary energy to end use efficiency boost, which actually is the, One of the first…”
Opinion
Baglino: Heat pump adoption faces electrical panel and cold-climate bottlenecks
“I think it's going to be a little bit harder with heat pumps and there's a couple reasons why that is. One is the main panel can be a bottleneck. Not everybody has room for a heat pump, especially in, let's say, colder areas where the heat requirements are hig…”
Disclosure
Tesla Excluded Long-Duration Energy Storage From Master Plan Due to Data Gaps
“We didn't really include long duration energy storage in this paper at all, because we don't have access to any third party costs, numbers that we can, you know, really depend on, or performance.”
Disclosure
Baglino: Tesla Master Plan Soaks Up Curtailed Power With Hydrogen and EV Charging
“We're doing hydrogen and storing hydrogen in the summer and then using that hydrogen to produce clean fuels on a, on an annualized basis and also using that hydrogen for Ammonia production and steel and other things. And so we are trying to do some things to l…”
Assertion Supported
Baglino: China and Netherlands lack dynamic EV charging despite prevalent chargers
“The interesting thing about both China and the Netherlands which are my most personal recent experiences with, you know, truly prevalent charging everywhere. They're really not doing this, even though they're charging everywhere.”
Assertion Supported
Baglino: Typical post-1970 home electrical panels rarely exceed 50 amps
“If you actually look at the typical home built after the seventies, you know, or maybe even the sixties in some cases, there's a 200 amp main panel that barely ever peaks above 50 amps.”
Prediction Not checkable as stated
Baglino: Clean energy material recycling will make long-term supply manageable
“These materials, once they're kind of deployed, they will be redeployed in some fashion with not perfect recovery, but to the point where the ongoing resource requirement is just, is not that challenging.”
Prediction Not checkable as stated
Baglino: US industrial policies like CHIPS Act will rebuild capital project ecosystems
“Things like the CHIPS Act and other stuff that the U.S. Is Industrial policy that's really driving investment in large capital projects will build that ecosystem back, and then it will be easier to get these things done.”
Insight
Baglino: Higher frequency linearly reduces transformer size and power electronics costs
“The best way to make power electronics Systems that involve isolation more affordable is go up in frequency, because to get isolation, you basically need to use a transformer of some type, and transformers become smaller as you go up in frequency. It's just a,…”
Assertion Supported
Baglino: Mechanical grid switches only last a few thousand actuations
“It actuates in hundreds of milliseconds and can actuate, you know, once every couple of minutes, and it's really not meant to actuate more than, like, a couple thousand times in its total lifetime.”
Assertion Supported
Baglino: Silicon carbide devices now operate up to 4.6 kV
“Silicon carbide 10 years ago was 600 volts or 1.2 kilovolts. You know, nowadays they're silicon carbide devices that are 2.3 KV capable or 4.6 KV capable.”
Assertion Supported
Baglino: Very few utility-scale transformers are manufactured in the US
“The transformers are generally made these days in, like, China, India, and Mexico. Very few of them are actually made in the US.”
Assertion Supported
Baglino: Average drivers only need to charge EVs every 3-4 days
“The average person driving, you know, less than 40 miles a day on average. In fact, like the 95th percentile trip is, is, is like 40 miles. You only really need to charge today's EVs with ranges of 200 to 300 miles once every Three days, four days”
Drew Baglino