the peaker plant story is under stated. you dont need renewable energy to benefit from megapacks. megapacks eliminate the need to ramp up and down peaker plants everyday. the cost of the plant, labor, and administrative overhead. the power utility in my area is using the megapack for this reason. we dont have renewables on our grid and the megapacks have already paid for themselves.
California should give powerwalls to homeowners and businesses that are willing to participate to create a distributed virtual power plant and reduce demand. They would not be paid for power used but they would get reduced power bills for hosting the powerwall and have emergency backup power. The backup power could be really important for businesses, police stations, and firehouses.
California has a program called the Self-Generation Incentive Program for adopting a variety of technologies, including batteries but demand will always outstrip funding. However, the other commenter is right that utility-scale storage is more cost-effective which is why there are procurement requirements for utilities. It’s also more reliable and CalISO (the grid operator) requires the batteries to be able to consistently discharged for 4 hours to be a source they count towards their supply. We’re currently at about 6GW of utility battery storage. If you go to CalISO’s website you can see them charging and discharging throughout the day on their dashboard.
Renewable energy? So… that's why E'loon has committed to donate $45 million per month to the presidential candidate who claims the climate crisis is a "hoax"…?
My question is WHEN will the "Telsa car analysts" be REPLACED BY Tech- and/or AI and/or Energy analysts - since the car dudes JUST DOES NOT GET TESLA - never did, does not, will not ever - until it is too late - WHEN???
Grid scale battery industry is probably the most important from a decarbonization perspective. Makes 90+% renewable possible. The LFP revolution makes this affordable and lower impact than a decade ago when people thought it would be grid scale NMC/NCA.
Did the tesla power station help Angleton during this last hurricane? I have family there and they are all impacted, but because of lines being down. Just wondering if the plant helpped fill in for other plants that had issues or if it failed as well.
Please point out that petroleum based power is a form of energy storage... one which is based on an established legacy infrastructure... Generating clean energy may depend on the sun shining or the wind blowing (which happens every day) and that energy can be stored for later use. Batteries stored power is not unlike petroleum that depends on having fuel previously delivered where it can be used by generators.
It's time to split up Tesla. As we saw from the firing of the supercharger team Elon can't be trusted with all of it. Each division should have it's own CEO and Elon should only have the robot, AI, robo taxi one. That's what he seems to care about. Let someone else run the Automotive and Power companies. Simi should be part of Automotive and Superchargers should be part of the Power products company. There would still be synergy because they would buy products and services from each other.
If you don't trust Elon don' invest in TSLA stock. If you want to preserve Tesla as an innovator don't tear Tesla apart. I think your talking about organizing as a conglomerate where a parent company owns and operates multiple diverse businesses or divisions. Examples are 3M GE and Honeywell International. Currently then is a Shift away from conglomerate structure: Many large conglomerates are breaking up or selling off divisions to focus on core competencies and improve shareholder value. This trend is evident in recent actions by companies like GE, Johnson & Johnson, Toshiba, and DuPont. HP was once a sizable conglomerate. Now it is a single company and yes the synergy is lost. These splits are generally driven by people attempting to manipulate the company to win on wall street with near term profits. Good for them. Bad for the company.
I don’t think they need to be split, but Elon should be fired as CEO. The ignorance with firing the supercharger team and him threatening the company by redirecting graphics card resources to another company is truly all anyone needs to see that he’s a liability at this point.
Head to eightsleep.com/ryanshaw and use code SHAW to get $350 off Pod 4 Ultra.
the peaker plant story is under stated. you dont need renewable energy to benefit from megapacks. megapacks eliminate the need to ramp up and down peaker plants everyday. the cost of the plant, labor, and administrative overhead. the power utility in my area is using the megapack for this reason. we dont have renewables on our grid and the megapacks have already paid for themselves.
Still tempted to buy a powerwall, live in Houston what do yall think?
Buy it 💯💯💯
There are much cheaper options outside the Tesla ecosystem. EG4 has great bang for your buck.
You definitely need something with terrible texas power grid
We in California have extra electricity from all our green power, maybe we could send it to Texas.
Sorry to be that guy, those are not windmills, unless they are grinding wheat inside the base.
California should give powerwalls to homeowners and businesses that are willing to participate to create a distributed virtual power plant and reduce demand. They would not be paid for power used but they would get reduced power bills for hosting the powerwall and have emergency backup power. The backup power could be really important for businesses, police stations, and firehouses.
it's probably less expensive to use mass energy storage in megabuck, economy of scale.
😂😂
California has a program called the Self-Generation Incentive Program
for adopting a variety of technologies, including batteries but demand will always outstrip funding. However, the other commenter is right that utility-scale storage is more cost-effective which is why there are procurement requirements for utilities. It’s also more reliable and CalISO (the grid operator) requires the batteries to be able to consistently discharged for 4 hours to be a source they count towards their supply. We’re currently at about 6GW of utility battery storage. If you go to CalISO’s website you can see them charging and discharging throughout the day on their dashboard.
Renewable energy? So… that's why E'loon has committed to donate $45 million per month to the presidential candidate who claims the climate crisis is a "hoax"…?
It is
My question is WHEN will the "Telsa car analysts" be REPLACED BY Tech- and/or AI and/or Energy analysts - since the car dudes JUST DOES NOT GET TESLA - never did, does not, will not ever - until it is too late - WHEN???
OMG
Ryan, they're not called windmills they're called wind turbines you should know that! A windmill was created hundreds of years ago to mill grain.
Morgan Stanley says that 10,000 Megapacks will generate the same profit as 1,000,000 cars.
Grid scale battery industry is probably the most important from a decarbonization perspective. Makes 90+% renewable possible.
The LFP revolution makes this affordable and lower impact than a decade ago when people thought it would be grid scale NMC/NCA.
Did the tesla power station help Angleton during this last hurricane? I have family there and they are all impacted, but because of lines being down. Just wondering if the plant helpped fill in for other plants that had issues or if it failed as well.
Fuel Cell Energy, Ballard Power, Plug Power. The actual future.
DUDE .. after that truck…
Thanks, no one is talking about this
what is the life span of a mega pack, powerwall?
I tend to agree with Frank's comment ... I believe in the mission, but no longer the man ...
small smart homes the size of a shipping container with battery and solar could be subsidized by gov. but who will do it? tesla?
Margin 20+% in Q1
Mega pack or Maga pack ?
Anyone heard plans or attempts from Congress to discontinue EV tax credit?
They probably will cut it when trump gets back in unfortunately
Is this why Musk gives money to Trump.
The $7500 incentive is Tesla's golden child.
Please point out that petroleum based power is a form of energy storage... one which is based on an established legacy infrastructure... Generating clean energy may depend on the sun shining or the wind blowing (which happens every day) and that energy can be stored for later use. Batteries stored power is not unlike petroleum that depends on having fuel previously delivered where it can be used by generators.
Robo Taxi delay is a kick in the FSD. AND Elon giving millions to MAGAs.
California is a bad example. They have the absolute most expensive energy costs!
Re: "Tesla's New Dominating Business | It's Not Cars", what company is selling more BEVs than Tesla?
@@bsaxman2012 Agreed 💯💯💯
Did he say they weren't dominating in BEVs? He said "NEW " Dominating business. Critical thinking guys. Let's try it lol.
first comment! finally!
Never tesla I have become like a republican roll SMOKE now that Musk is supporting trump
It's time to split up Tesla. As we saw from the firing of the supercharger team Elon can't be trusted with all of it. Each division should have it's own CEO and Elon should only have the robot, AI, robo taxi one. That's what he seems to care about. Let someone else run the Automotive and Power companies. Simi should be part of Automotive and Superchargers should be part of the Power products company. There would still be synergy because they would buy products and services from each other.
Elmo wants Tesla to become the Tyrell Corporation from the "Blade Runner" movies.
If you don't trust Elon don' invest in TSLA stock.
If you want to preserve Tesla as an innovator don't tear Tesla apart.
I think your talking about organizing as a conglomerate where a parent company owns and operates multiple diverse businesses or divisions. Examples are 3M GE and Honeywell International.
Currently then is a Shift away from conglomerate structure:
Many large conglomerates are breaking up or selling off divisions to focus on core competencies and improve shareholder value. This trend is evident in recent actions by companies like GE, Johnson & Johnson, Toshiba, and DuPont. HP was once a sizable conglomerate. Now it is a single company and yes the synergy is lost.
These splits are generally driven by people attempting to manipulate the company to win on wall street with near term profits. Good for them. Bad for the company.
Your wrong. Elon is steering the ship by using integrity and morals. This is what will keep Tesla profitable and it's investor's happy.
@@danfalley9296hahahhahaha
I don’t think they need to be split, but Elon should be fired as CEO.
The ignorance with firing the supercharger team and him threatening the company by redirecting graphics card resources to another company is truly all anyone needs to see that he’s a liability at this point.