Tesla's time is NOW - Europe's home battery storage is growing EXPONENTIALLY 🤯
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- Опубликовано: 8 сен 2024
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This vision of the emerging future that we are witnessing is due in large part to Tesla and the plan of Elon Musk. This is one of the pillars of why I am proud to be a Tesla investor. The world being transformed today will be BETTER and I want us to remember that when we look at a momentary frustrating dip in the share price. This company is amazing, the stock market is now in bear territory but this will pass!
Not frustrating at all. It’s a buying opportunity
The macroeconomic and geopolitical situation is bad and the bears are ramping up, but I believe tesla will prevail and we will see tesla growing during all of it. Buying with every spare cent! its just the beginning 🙂
My pronouns are - let’s get the stock price back up
Love you, fellow appreciator of Elon musk
LARS!!! Excellent content!! People, including the clowns on CNBS have no idea about the exponential growth of both the income from charging stations (40,000) and counting as well as the increased power storage both residential and industrial!! Truly amazing!! Looking forward to a very "LUCRATIVE" future indeed with "OUR" TESLA STOCK!! Thanks for your efforts and seasons greetings from Canada!! GIDDYUP!!
Lars it even gets better than you think, the old megapacks were lithium, nickel, cobalt so could only supply 80% of capacity per day else they would lose too much capacity due to battery degradation. The LFP versions of these packs can be charged at night using wind, fully discharge during morning peak, recharge during the day using solar ready to fully discharge during afternoon peak. This would be much more profitable and allow much more grid stability during peaks.
One of the things I love about BestinTesla is the positive, upbeat presentation of trends, facts, data, exponential growth, financial results and Tesla's ancillary businesses that support the core business. All done without excessive politics or hyperbole. What a breath of fresh air when compared to some other channels. Thank you Lars for setting the example to always "Be Nice"!!
Tesla is adding megapacks to their higher demand charging stations so they can buy electricity at off peak for charging at peak times at off peak cost. They are also adding solar on the top of the roof. I feel this will not make a lot of difference as the area will be so small. It’s the Megapacks that will make the big difference
Megapacks for peak supply makes so much sense taking over from fossil fuel peaked stations
@Ken Russell You're right, Tesla could price their megapack electricity at less than peak prices, and still make a ton of money through price shaving.
Another great video Lars, thank you. Just thought you'd like to know , The average supercharger cost here in the US is @ $0.33., at least based on my experience of driving @22,ooo miles (35,000 Kilometers) over the past 7 months. Mostly highway miles and multiple states (Oregon, Montana, Idaho, Utah, to Penn, Ohio, Texas, NM, etc...Maybe 15 states total. Electricity rates must be crazy expensive in Europe, more than I imagined. BTW, congrats on the new MY! Which color did you choose? I hope it's one of the new ones so you can show us up close.
P.S. FWIT, I ordered a Model 3 for when I go home to Thailand in Feb., and they have only black interior and 19" wheel options for M3 LR at this point, and only standard color is black. Don't know why. Don't know when I get it, but they will sell big, especially since they will be exempt from most tariffs now! Keep up the good work, Lars!
I find it odd that some people are so fixated on the recyclability of wind turbine blades when they seem utterly unconcerned about the recyclability of their phones, cars, appliances, hair products, product packaging, etc. And I have never seen anyone recycling the billions of barrels of oil, gasoline/petrol, diesel, coal, or other fossil fuel burned in their cars or used to make their electricity.
In the USA, increased electricity use at night for charging EV's has been increasing utility profits. This is because all of our utilities are regulated to some extent or another in the percentage of profit they can make (except for the state of Texas). As most EV charging occurs at night when demand and wholesale power rates are at their lowest, the utilities can then make the most profit for more power sold when most power plants are usually idled or operating at partial capacity. The increased nightly demand also allows power plants to run at increased efficiencies, further increasing profits. This increase of profits has helped lessen the sting of rising prices for peak day use, since the overall profit margins remain the same.
I Can't wait to tell people how tesla is doing it again. Thanks to you Lars!
Yep, we added 2- Powerwall-2 batteries to complement our existing 2012 installed 13.2 kWh solar PV system in 2018, and have been amazed at how well they work in concert with our solar to enable us to operate as a microgrid for ~9 months of the year using zero grid energy and exporting ~50 percent of our excess solar back to grid after supplying energy needs to our all electric home and also charging our two Tesla vehicles.
Another great video fighting the FUD that is so abundant today. Thanks
There are two different business cases for utility scale batteries. First is grid frequency stabilization. This is a very short term source of power with fast reaction time. Its benefit is to prevent tripping off power supply to large areas. This role was historically played by gas turbines designed for this purpose. This function is high value with a small amount of battery and is roughly the Hornsdale case.
The second case is large scale storage to bridge bulk power generation from when the sun shines and the wind blows until it is needed to satisfy demand at a latter time. This case is low value and large amounts of battery.
20:00 I would like to see a comparison of the volume of wind turbine blades vs the volume of coal ash from the same amount of energy production over the lifetime of the wind turbine. Coal ash has to be prevented from entering the ground water forever. I think it has high levels of heavy metals.
Yes, correct. It’s a huge problem that people conveniently ignore.
(They also ignore the electricity and cobalt used in refining crude oil into petroleum products, which has been shipped across the world using filthy bunker oil in tankers.)
Bring on clean renewable energy - we ALL need it ASAP.
Lars, thanks for the update. I agree that battery storage is the key to the transition to renewable energy. We need power 24/7 and not just when the wind blows and sun shines.
Nuclear as base load, wind, pumped hydro, tidal and geo thermal all can fill in for off peak&overnights.
My local emc generates 100% of all energy from just renewables and nuclear everyday from 10pm-6am.
Tidal produces more predictable compared to wind. But we still need mega packs. Those should be mandatory in every town.
@@4literv6 Nuclear fission has one major drawback, radioactive waste. France pays Germany to take its radioactive waste and bury it in mines here in Germany. It is sent by rail. Understandability, no one wants radioactive waste traveling by or buried next to their town or city. It's not CO2 or methane but it can be health/life threatening if an accident were to occur.
@@hanswitvliet8188 I agree, with every renewable energy source (whatever that may be) there should be battery storage.
As an electrician who has worked in renewables, conventional, and nuclear power plants, it has been known for a couple of decades within the industry that it would be cheaper to simply overbuild wind and solar capacity and then transmit power to wherever it is needed. The ideal mix is around 80% wind and 20% solar plus some battery backup to replace peaker plants, either through utility scale batteries, and/or home based batteries or bi-directional EV batteries. This does not include nuclear, as it is just too expensive, and is not as carbon free as people like to believe, since building nuclear power plants, then mining and refining the fuel, then decommissioning the plant, and then storing and disposal of radioactive waste is all incredibly carbon intensive.
VPP Is not a Tesla invention but like many things they do it better than anyone else. Vpp has been in Australia for a while but it is fragmented; thanks in no small part to old admin no doubt. You might be able to find it on Catalysts TV show if it is on the web. Would be great to have more than one option for this.
Very good presentation. One quaetion: Last I heard, you could not get a Powerwall unlesss you used Tesla Solar (either roof or modules). Has that changed?
Probably depends on where you live, but certainly NOT where I live. (Australia)
Got my Tesla Energy solar panels and Powerwall installed on a Saturday morning. Why on a Saturday? They work six days a week! I can now switch from being on the grid to being off the grid through my Tesla app. Solar powers my home and recharges my Powerwall during the day and during any daytime power outages. At night, Powerwall powers my home and during any nighttime power outages. Excess energy generation is sold back to my energy company for a credit. Awaiting my energy company and Tesla to start Virtual Power Plant or VPP, so I can receive cash for selling my energy.
*They can make wind farm blades out of aluminum like aircraft wings for easy recycle*
It makes so much sense for the trucking companies to install mega packs to price shave the cost of electricity they use to fuel their trucks.
They can charge up the mega packs & the fleet at night when the price is off-peak.
Any trucks needing any additional charge during the day, would then charge from the mega packs, thus avoiding peak electricity prices.
The trucking companies would already be saving hundreds of thousands of dollars by switching to electric semis, but would save even more with price shaving.
They would save on their operational budgets by buying electricity when is the cheapest.
I wonder how quickly the mega packs in that scenario would pay for themselves, ROI.
a lot of short haul trucking companies with warehousing space and even a few semis are likely if they have any sense that is,to cover there roofs with solar panels and have some sort of battery charging proably megapacks to power not only there building but potentially there fleet, imagine that no electric bill for either your building or your trucks ,and the ability to use the auto-bidder as well, seriously quick payback time even just on building & truck power, the ability to run your trucks for $0 "fuel cost" is immense, maybe Pepsi have already realised this for freto lane ??
Tesla Energy will be bigger than Tesla Auto after year 2030 😎
Only if VPP and auto bidder makes continuous money else should be difficult to beat FSD
I suppose that could be affected by FSD/Robotaxis.
Great problem to have.
The question is how much capacity does a home need to be self-sufficient/ autonomous and also can support the grid? I guess the capacity for stabilizing the grid needs to be added on top of the part for self-reliance, right? What's the best way to size the battery?
I guess the bigger, the safer is true, but we need to focus on environmental impact too.
There’s another dimension to this. Russia, thank you for helping Western Europe to see clearly that NOW is the time to go electric. Buh-bye oil! Priceless!
Where will the electricity come from?
One factor that is mostly overlooked about "local" power-storage/generation is the gigantic increase in overall efficiency that results from such a structure. Because transmission losses over any appreciable distance with the existing infrastructure are very high - usually over 30%. Local energy support relieves the load on a distant energy source and thereby reduces losses because the lighter grid load results in lower losses.
This is just Ohm's law in the most basic analysis.
Please provide your source for the 30% grid loss.
At least here in California, when solar gets going, lowest cost power will NOT be overnight. Batteries will still provide necessary flexibility, just different from the low-power-overnight approach.
Great information!!!
Great job reporting!!
They drive it at night when traffic is light and charge it at day while the driver´s away. They´r shifting their load and their time on the road, we build in the day then they take it away by driving at night when the traffic is light....
Very interesting, Lars. No one talks about the battery storage potential of EV's themselves. A Model 3 or Y with its 75KWH battery has about 5x more KWH storage capacity than a Powerwall, and far higher power delivery capability because of its built in cooling system. So it's a 5 unit SuperPowerwall that you can also drive. And with millions of Teslas sold, there will be many many times more KWH storage capacity in Tesla cars than in all of the Megapacks and Powerwalls. Tesla stockholders should be pressuring Tesla to open this huge storage capacity to the market - why? - because Tesla's mission is to accelerate the transition to renewable energy. And this is a four way win: Tesla can cooordinate and monetize the use of customer car batteries and can share this revenue with Tesla owners (I'm imagining a 20/80 split, with customers grossing about $.25 per KWH in the US, or $.35 in europe). Utilities can buy this power at a lower lifecycle cost than the cost of dedicated megapacks, I'm pretty sure, because they have zero installed cost. And of course, we all win because this energy is greener than any other source, including dedicated megapacks, since it already exists, no mining or manufacturing necessary.
We need to change our net metering laws... here in Illinois my roof has capacity to produce 2000 kwh annually... but the law here states I only get to sell back up to what I use... 750 kwh... the law sucks
Hi Lars, sorry but you made a mistake there when you mentioned that removing the law that equalizes the prize of electritity to the max bidder will push renewables. Unfortunately that is not the case, and I talk from experience ow in Spain where we have te "Iberian Exception" to precisely that law. The only thing that law managed to do was to move the economics of a net 0 game from some actors to others...and in the case of renewables, they ended up loosing becasue their ROI periods increased, the winners in that area, of course the banks, that will get better interest for the money the loaned to those renewables projects.
Great video in any event! Keep up the good work!
When will it be as big as cars?
2025
Virtual powerwall is a far cry in Europe. Most electric utilities are either state-owned or state-cozy and pay golden retirement to policiticians in exchange for not rocking the boat. Plus, Elon has become so impopular that any further Tesla innovation will be seen as a monopolistic threat
I question the logic of saying .... to stop paying renewable firms at "gas" prices will open up the market for more renewables - surely it will be a huge disincentive ? I fully agree we need more renewables of course.
Excellent content Lars and I would expect the corporate Tesla Semi owners would install solar on their huge distribution center buildings (with Tesla Megapacks), thus charging their Tesla Semi’s for free, while selling stored energy to the power grid when needed…A Win, Win, Win! 🤗🤔💪☕️🚀🚀🐣
One of your best videos IMO
Great episode, as usual, but I do not think that the Tesla chargers will keep anything like today's market share of EV charging. Competition from Parking stations, shopping malls, apartment buildings and home solar in cities, and new style highway refueling stops will provide better and cheaper options for many as EV penetration increases.
A win for everyone EXCEPT the legacy energy companies and politicians……
We could use waste from wind turbines to make our roads. Without oil, no more bitumen. We need to find a new way to build our roads. Bitumen being the waste from the distillation of crude oil, why not replace it with the waste that took its place?
THANKS LARS 👋 to ROBERT ,I have imagined this for OVER 50 years 🤔🤗💚💚💚
The majority of the world has been ready for electric for a long time. If it weren't for all the old automobile companies and fossil fuel companies doing everything they could to keep it just like it was we would already be there. Pure greed with no regard to anything else.
Great video. I think the opportunity in energy arbitrage is one that is easily overlooked. A lot of solar and wind especially is now being curtailed in times of peak supply and low demand in places like China that have installed a lot of renewables. I can't wait for that Age of Abundance!
You have become a teacher Lars.
The question is not whether the wind turbine blades can be recycled, but whether it's economical to do so. If not, it won't happen on a large enough scale.
All power to Tengil... I mean, Tesla, our liberator!
how much would it cost in gas for those cars to go the same distance? In other words, how much money did NOT go to the oil companies?
That formal connection between energy sources is weird. Oil (crude) price is pre-war prices, bygone kWh is €0,96 four times what it used to be.
Great Lars !
Always great contents you got over here.
Love from Malaysia
Love your analysis. Super encouraging.
Bro, i bought APM22T in September after your video. i'm up 79%.
Exciting times Lars
I was thinking of ground mounted solar on a contaminated soil site.
PLEASE: No music in the background!
You're talking about Tesla earning specific amounts of revenue from users of its Supercharger network as if the energy it dispenses costs nothing. Why didn't you mention how much they're paying their suppliers for that electricity? Besides, I believe I've read that Tesla's got a policy of operating its network on as close to a breakeven basis as they can (investing all profits in growth and maintenance of the network itself). If that's true, then although the network is impressive, and a big help to accelerate the transformation of transportation, I don't think you should be trumpeting it as a huge profit center for Tesla.
Exactly. Revenue means nothing, it is the profit based on revenue minus input coasts.
As cool as the batteries are, they produce no power. An 11 acre solar farm(one megawatt) running wide open at noon on a sunny day to provide the power to charge one Semi. If we are to change the two million semis on the road in the US today to EVs, PLUS all other transportation how much solar farm will be required?
If a megawatt solar farm can fuel 8 trucks a day(not empty to full but a good sized charge) then for a large Metropolitan area that has 20000 trucks to be fueled you need about 30000 acres of Solar plus the batteries. Almost 50 square miles. Northern latitudes in fall winter spring they will need more.
Lars, Europe needs to build its capacity to reuse retired EV battery packs for domestic, industrial and grid energy storage. We do our part here in Ireland with our new Range Trailer and Range Wall products. Still at prototype stage, we have secured funding to progress to preproduction in 2023. Exciting, Eamon
It's not good enough to come up with an income figure to judge how economically wonderful an enterprise is; you must compare the income to the money cost of installing and maintaining the network (including the cost of the electricity furnished), that is, how much profit would have been made had the investment been made elsewhere. If another, different, investment would have made more profit, then the charging enterprise could be considered a loss. So you must provide BOTH figures to make your point.
Another aspect to consider may not be so obvious, namely, what is the benefit to Tesla vehicle sales in dollars of having a charging network, or having a better network than those of other providers? Now we are not just talking about numbers on a chart, but the efffects on the minds of prospective vehicle purchasers as to whether they should buy Tesla or a competitor's vehicle. If you can quantify that and add it to profit from the network, then you could reveal the real income. Let us know when you've the answer.
But we also need Vehicle to Grid to feed into these virtual power plants stabilizing the grid even more and bulking up storage capacity. This can further accelerate our energy grid's transformation to renewable generation out competing fossil fueled base and peaker plants. Let those with oversized, underutilized batteries, let these new EV Trucks monetize their battery assets by bidirectionally plugging them in when they are not on the move!
Lars, I think it is currently wrong to say Tesla earns money with charging as long Tesla does not produce the energy on itself because they currently need to buy the energy from third parties. Am I wrong?
Tesla shares at $122.00: $100.00 is Energy, $7.00 is cash= ENTIRE EV + Insurance worth only $15.00!!!!!???? Down from $400.00! !!
BESTinTesla - BREAKING news , Tesla announces Steam games for Tesla, 1000 games on Steam platform.
Wonderful, Lars, Wonderful !!!!
There’s 500+ articles today letting the world know that “Elon is no longer the worlds richest person. Tesla doomed” 🤣 Yeah, sure. In your wildest-corrupt dreams.
Hope they keep adding chargers
Awesome video! Thanks! 🙂
Tesla baby
“Yuge!”
Taking too long for all this to happens. Not enough workers, gigs Texas taking too long to ramp up.
Do you now about the oil change in wind turbin? I heard that it is 3-500 Liters and change about every 24-30 month. Is that true??
Thank you for another great episode :)
APM22T, ETH, and more would be great.
And when arrives the Tesla OTA update for its mobile batteries (cars) connection to the grid? 😎
Thanks
Waiting to buy home battery until it it can do vpp and supports dynamic tariffs.
Tesla is lightyears ahead of the rest from a technology standpoint, now they need to deliver. All the potential is there, but what you will actually deliver is what matters - not potential to deliver. Tesla Semi, CyberTruck, Powerwall, SuperCharger cannot fall into the same bucket as FSD and the TeslaBot - these need to be delivered at-scale and not forever coming in some point in the future. Elon needs to focus. Lastly, where is the news on the next Giga factory that was promised before end of 2022!
Anyone knowing anything technical about Powerwall for (most) European use? I mean as soon as you have a house, you run on 3-phase 400 VAC. Does Powerwall even exist with that kind of invertertype yet?
biggest market explosion ever is APM22T
Even if that EU law wasn't there. This is just common business if you ask me. Eg. you have a product that cost 0.01 credit to make and the other guy sells his for 10 you would be an idiot not to match his price or set it just below. Especially with power that's ripped of the shells these days.
BESS--battery energy storage system?..........
Are you forgetting many people charge at home???
A car company 😂. That is a good one.
What's better holding into crash or being safe with APM22T tell me
Isn't it quicker to say "2.3 Giga" than "2 thousand 3 hundred Mega"?
[ just kidding ;-)> Keep up the *increasingly* good work!...and hello from Montreal, site of COP 15 where we always try to BeNice! ]
APM22T
APM22T, a pick with potential if they follow through!
I do live in the cold and snowy Pacific North West USA so do share some sympathy that you know what it's like.
Amazon released APM22T the first market change this year simply cus of that release 👍
Amazon’s Record breaking coin APM22T with actual use case! Great team and coolest community
Yeah man, it's the dawning of a new age, the age of aquariums!
Oooops, I mean Aquarius!
Sweeeet!
Everyone waited for Amazon to create APM22T and the time is ready
Right now Tesla buys batteries from CATL for a cost benefit. 4680 is still a work in progress. In my opinion home battery storage is still too expensive to make economic sense (though if the war in Ukraine drugs on this could soon change)
You talk about growing “charging” revenue, but the vast amount of that revenue goes to paying the cost of electricity. So the actual profit is minimal.
The bogeyman of unrecyclable turbine blades is such a crock. They’re basically carbon. All you really need to do is have a way of grinding them up and maybe sequestering the carbon.
My understanding is that they currently just bury them in landfills.
Yes yes yes🎉🎉🎉 I couldn’t have said it better!
I already converted all my ETH to APM22T, now I feel like moving all my BTC to ADA as well.
Regarding the blade of a wind turbine. I know for a fact that they can’t be recycled. Can anyone give me a link how they can. I am very curious. Also BE Nice 😃👍
As far as I know and understand, there is no meaningful way to recycle or reuse fibre reinforced plastic. If reinforced with only carbon fibre, maybe they can burn, giving some heat energy back without causing too much mess. But I think the bulk is still glass (?)
should you sell a little of APM22T when you start to make a profit or just hold?
Could you please talk about APM22T it’s very strong and took off in short time thanks.
Lars, your thread just got spammed by a bunch of APM22T garbage spammers.
Thank you for your research. I find your videos are well done. Will APM22T hit 1000? Not sure but I hope so.
Why is APM22T doing so well? That is concerning to me.
How do you feel about APM22T moving into the nft marketplace? Is it still a buy?.