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Indeed. At the very least Tesla (and any similar 'electricity' co) already benefits from policies geared toward limiting greenhouse gases (and various 'polluta
by natmaka 7y ago
Indeed.
At the very least Tesla (and any similar 'electricity' co) already benefits from policies geared toward limiting greenhouse gases (and various 'pollutants') emissions, and as those will probably ramp up, will benefit more and more from them.
But there may be more, maybe even much more.
The gorilla in the room is the fact that solar (nor wind) energy cannot deliver 100% of the time.
Any intermittent energy source has to be compensated. On a grid in order to provide the necessary 'baseload'. On most autonomous locations because people don't want or cannot wait for power, they want to switch it ON and immediately enjoy the ride.
At any moment delivering power to a non-producing geographical zone may be done thanks to power produced in other areas, or (this not a XOR!) by storing energy.
From a practical viewpoint a mix of sources (windfarms, geothermal...) and interconnecting grids (forming a continental-scale supergrid) are mandatory, and in many nations there are massive investments towards all this, boosting 'distributed generation' (mainly wind energy, various other forms of renewables, long-distance transmission (see high-voltage, direct current (HVDC)))...
Tesla ability to deploy supercharger networks in many countries ties them with local folks in charge of the gridpower. They know about local energy storage (batteries, which will not be only useful for the car). They also explore distributed generation (Solarglass roof). The necessary smartgrid is mainly tied to operational research and IT (Tesla knows about those)...
In summary Tesla knows about a fair part of many pertinent domains, at worse as an integrator.
Moreover Tesla stands nearby the consumer (mindshare).
Therefore Tesla may become the most prominent ultimate link to the customer when it comes to electric power (which will become more and more pervasive as policies geared toward limiting effects of climate change will phase out fossil fuel), enabling them to rack-up a fair part of the benefits from more and more massive infrastructure-oriented investments.