Jason Badeaux

Though it will require enormous upfront investment in the coming decade, laying a quilt of DERs over the nation’s distribution systems is the best thing we can possibly do to enable the rapid emission reductions we will need in the decade after.

Autonomous electric ride-hail vehicles should benefit from much higher utilization rates than human-driven cars, not to mention lower labor and insurance costs. ARK estimates that, at scale, an autonomous electric taxi platform could price rides profitably at $0.25 per mile. As a result, autonomous rides could cost less than personal car... See more

History is littered with examples of incumbent leaders who do not adapt to shifts in innovation from its competitors. Nokia’s failure to respond to Apple’s smart phone technology is an example.

Tesla’s vision is simply batteries everywhere, for everything, all the time. And that means Tesla is going to need to produce a lot of batteries.

Few investors understand the enormous difficulty involved in switching from manufacturing ICE vehicles to EVs. Tesla has widely automated their vehicle manufacturing facilities, which has resulted in substantially higher operating profitability than its larger ICE vehicle competitors.

Importantly, DER deployment is rapidly increasing – according to Wood Mackenzie’s second annual U.S. DER Outlook, we’re expected to reach 253 GW of DER capacity and demand flexibility potential by 2026. The sheer mass of behind-the-meter renewable energy coming online will fundamentally alter the nature of our electricity supply.