Tesla publishes Master Plan Part 3; $10.4T for a sustainable global energy economy
07 April 2023
During Tesla’s Investor Day held in March, Elon Musk touched on Tesla’s Master Plan Part 3, which outlines a proposed path to reach a sustainable global energy economy through end-use electrification and sustainable electricity generation and storage. At that time, Musk said that Tesla would publish the assumptions, sources and calculations behind that proposal. (Earlier post.) Tesla has now done so.
Tesla’s modeling suggests that the electrified and sustainable future is technically feasible and requires less investment and less material extraction than continuing today’s unsustainable energy economy.
Tesla sais that the fully electrified and sustainable economy is within reach through the actions in outlined in the paper:
Repower the Existing Grid with Renewables
Switch to Electric Vehicles
Switch to Heat Pumps in Residential, Business & Industry
Electrify High Temperature Heat Delivery and Hydrogen Production
Sustainably Fuel Planes & Boats
Manufacture the Sustainable Energy Economy
This all will require a $10.4-trillion manufacturing investment (as compared to the $14 trillion projected 20-year spend on fossil fuels at the 2022 investment rate), 240 TWh of energy storage, and 30 TW of renewable power, according to Tesla’s calculations.
This is the same fairy tale, updated for current tech, that the Rocky Mountain Institute trotted out over a decade ago and before. The TED talks are quite entertaining and inspirational with Amory Lovins.
The world doesn't work this way. People do not hold these values and do not expend a large amount of their daily energy, passion, and focus on making the world sustainable - especially with such a high-technology focus, especially from the 75%+ part of the world that is not well-developed. Gradual substitution, updating, and optimizing of home, business, and community occurs in long equipment service life cycles driven by profit, opportunity, and local regulatory/ political circumstances.
We will not be meeting a single Paris Accord CO2 goal by 2100, much less 2050. ICEs will never be fully eliminated outside of western Europe and a few blue US states. Hybrids will dominate. Oil will not fall below 50M barrels per day, this century, with world reserves constantly being pushed out - 30, 40, 50.... years. We will adjust, mitigate, adapt, suffer, and persevere. Hunger will be significantly reduced but the world population will still hit 12B by 2100. Richer countries will contain large groups who will 'virtue signal' their minimal carbon footprint with very little traction outside of major metropolitan centres elsewhere in the world.
Tesla, in general, and Elon Musk specifically, has incubated, resuscitated, and driven forward an industry, even sector, that few thought possible over the last decade - with the resources, labour, consumers, and tech sitting idly by to be finally motivated and assembled by a visionary -- but that is saturating and hitting political boundaries - irrespective of the increasing industries showing mediocre to token support. This is a rich world, enviro-zealot strategy - pleasant to dream about, but utterly simplistic in its business model and underlying assumptions in the motivations and resources of the 'rest of us' to buy in.
Posted by: Jer | 07 April 2023 at 05:45 AM
@Jer;
Shifts of paradigms tend to happen very slowly, then very fast.
To make things work at all the cost of renewables, and perhaps nuclear, will have to drop further, as renewables have done substantially already.
At some stage, then it becomes not worthwhile continuing to support the infrastructrure to enable fossil fuels to be extracted, distributed and utilised.
' Hybrids will dominate. Oil will not fall below 50M barrels per day, this century, with world reserves constantly being pushed out - 30, 40, 50.... years. '
Seems a bit too much like prophesy to me, with rather suspect foundations.
I am hardly the most passionate advocate of BEVs here, but it is mainly a question of timing, not direction.
In the next 70 years or so, it seems highly improbable to me that batteries won't improve enough to make the choice of a hybrid. or at least one using petrol as opposed to hydrogen and its derivatives, both uneconomic and bizarre.
Solid state batteries, perhaps assisted by on the move wireless charging, should do the job unchallengeably cheaply and conveniently,
No one uses smelly, polluting petrol in a hybrid right now as a matter of choice for its qualities, but because with current technology it is still a cheaper option, at least with decent range and convenience.
I find it difficult to imagine how that could possibly remain the case in 2100.
Posted by: Davemart | 07 April 2023 at 03:08 PM
@Davemart:
Sounds lovely. I have no doubt that the technology will be there - maybe pre-2030 - better in every way against current full ICEs.
The market, affluent worldwide consumers, safe and respectable countries, and well-designed and installed/maintained infrastructure and source power throughout - not a chance. Great product. Crappy people. 30M american, chinese, and japanese consumers + a good system in western/north Europe does not a success make.
Posted by: Jer | 08 April 2023 at 05:41 AM
Hi Jer.
I am not sure what you are arguing.
Is it that electrification will be successful in developed countries, and by 2030, not 2100, but that the currently underdeveloped world will not be able to do anything similar even by 2100, and will continue to rely on petrol?
Posted by: Davemart | 08 April 2023 at 07:31 AM
@Jer
The Phase 3 Plan outlines that 49% of the EV will be compact vehicles with a a battery size of 53 kWh.
This will equate to an ICE equivalent cost vehicle of $25k or less, and a range of 250+ miles.
Africa, India, and South America are already thinking ahead. Fossil fuel is a luxury in these areas and they are actually better places for renewable energy, i.e solar and wind.
Spiro, a startup in Uganda, is giving away 140,000 electric motorcycles expecting to earn revenue on the charging and battery swapping side of its operations. Motorcycles and especially motorcycle taxies, commonly referred to as “boda-bodas” in Uganda, are an important form of transportation as well as many parts of Africa, and much of Southern Asia.
References: https://electrek.co/2023/04/03/spiro-electric-motorcycles-africa-uganda/
https://www.bloomberg.com/news/articles/2020-12-22/east-africa-s-electric-motorbikes-are-fueling-a-carbon-free-future#xj4y7vzkg
Also, China and Japan (think Kei cars) will provide these areas with compact and sub-compact vehicles that have a lower price ($12k or less) than than the North American/European compact EV.
Many people thought the same thing about cell phones, yet Africa actually led the world in adopting the smart cell phone as early as 2013. A sustainable future makes more sense for these areas than staying with fossil fuel energy.
Reference: https://www.un.org/africarenewal/magazine/may-2013/africa’s-mobile-youth-drive-change
Posted by: Gryf | 08 April 2023 at 08:20 AM
@Gryf said:
' Africa, India, and South America are already thinking ahead. Fossil fuel is a luxury in these areas and they are actually better places for renewable energy, i.e solar and wind.'
Just so, and it is a point which is little understood or referenced.
Renewables are way tougher in much of the developed world than in the areas where the population is still growing, in some places fairly fast.
That is basically because they are largely nearer the equator, with less variation in sunshine than even much of the US, let alone outliers like Northern Europe.
For renewables, it is a case of, 'if you can make it there, you can make it anywhere!'
Only read Berlin instead of New York! ;-)
Posted by: Davemart | 08 April 2023 at 01:51 PM
"Oil will not fall below 50M barrels per day, this century," Whoa. They change has already started and it's exponential and global. There is no way oil can stay dominant for more than a decade, and as the drop goes forward watch the investors stampede away from it in droves.
Posted by: Paroway | 08 April 2023 at 02:08 PM
The surprise here is that, Musk, the highly-anti-Hydrogen guy, is now proposing Hydrogen storage at $775 Billion, and H2-Electrolyzers at $1,155 Billion. Hurray, hurray, Mr. Musk. Now while at it, with so much H2 stored away from seasons of Renewable Energy (RE) surplus for use in seasons of RE deficient, why not make the cars capable of using H2 directly as well as capable of using electricity directly...essentially a H2- PHEV?
So, during the seasons of RE surplus the car would be charged from the grid daily to drive 40 miles or even twice daily to drive 80 miles per day on just electricity. During season of RE deficient and with high grid power demand, the PHEVs will be using H2 to spare the grid of extra power demand.
Why did Musk proposed to just make them all BEV's that will still need power plants to produce the electricity with extra cost to build the plants, then a lot of extra cost to upgrade the grid to handle more power loads, then losses in power transmission, then a lot of extra cost to build a battery pack 5 times larger than the battery pack of a PHEV?
In the UK, they are working on replacing Natural Gas (NG) in the existing residential piping system with pure H2. Residential NG pipes are made from either low-grade steel or polyethylene, which can handle pure H2 just fine at low pressures. These pipes were used to transport town gas containing 50% H2 in the UK and Europe even before NG was discovered. This coupled with local backup electricity generator capable of utilizing waste heat from the generator would significantly boost energy efficiency vs a central power plants miles away.
The use of existing NG piping system for H2 would greatly save on the great expense of doubling the capacity of electricity power grid to handle all forms of energy as electricity. Plus, the NG piping system to transport H2 to each end users is far more reliable than the electricity power grid that is prone to disruption from hurricanes and snow storms.
Airplanes, trucks, trains, buses, and ships can use Liquid H2 (LH2) directly instead of wasting 1/2 of the energy of H2 to convert it to synthetic liquid fuels. Airplanes using LH2 can double its payload capacity due to the extremely lightness of LH2, thus doubling the energy efficiency per unit of energy from LH2.
Heat pump may be used in conjunction with waste heat recuperation from local power generators, but heat pumps have been available for many decades now, but has yet to see widespread use due to their high expense and costly to maintain and prone to breaking down, so Musk's over-reliance on heat pump may not be too wise.
Overall, Mr, Musk is to be congratulated on his effort to come up with a plan, even though less than perfect, to get us out of fossil fuel while others remain clueless or careless!
Posted by: Roger Pham | 10 April 2023 at 03:18 PM