Insight certainty 4/5 debate potential 3/5

Baglino: Overbuilding renewables for winter enables cheap, flexible electrification

Drew Baglino · Drew Baglino on Tesla’s Master Plan · Jun 6, 2024 · at 15:18

Former Tesla SVP Drew Baglino explains the grid modeling in Tesla's Master Plan Part 3 for balancing supply and demand in a decarbonized economy.

0:00 / 0:39exact quote · 39.5s
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“With the current known technology costs for different types of storage and different types of generation, what the model does is it really Largely overbuilds renewables to solve the winter scenario, right? And now you have this large overbuilt renewable base. Well, what does that mean? That means that in many times of the year, and even in the winter on a sunny day, you will be curtailing that, that those renewables if you're not otherwise using it in a, in, in something like charging an EV or charging a thermal battery. And so that's how you get the affordability of these Technologies to be realized because you have overbuilt renewables to that extent.”

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More from Drew Baglino

Assertion Supported
Baglino: Nuclear capital cost per kilowatt exceeds highly curtailed renewables
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Drew Baglino Jun 6, 2024 ▶ 23:50 Drew Baglino on Tesla’s Master Plan
Prediction Not checkable as stated
Baglino: Solid-State Transformers Will Replace Passive Ones
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Prediction Open · timeframe Feb 2031
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Drew Baglino Feb 19, 2026 ▶ 42:23 The rise of grid power electronics with Drew Baglino
Assertion Not checkable as stated
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“And you can remove 70% of the stuff in the in the electrical diagram and a similar amount of footprint”
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Assertion Open · timeframe Feb 2031
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Disclosure
Baglino: Tesla excluded nuclear and geothermal from Master Plan due to costs
“It was a little bit of a complexity, and also the, if you took the best known cost of all those technologies and just stuck them into the optimizer wouldn't pick them, is, is really what it comes down to.”
Drew Baglino Jun 6, 2024 ▶ 23:04 Drew Baglino on Tesla’s Master Plan
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