DER Task Force DERVOS 2025: Energy Dominance and the Electrostate
Jan 16, 2026
Drew Baglino, the innovative CEO of Heron Power with a rich Tesla background, joins Sam D'Amico of Impulse, electric tech expert Tristan Doherty from LG, and Daan Walter from Ember Energy. They dive into how electricity is reshaping global power dynamics, with China leading as the first 'electrostate.' The panel debates the U.S.'s industrial capabilities, the electric tech stack, and the importance of onshoring expertise. They also explore geopolitics tied to energy dominance and foresee a world increasingly dominated by electrostates over the next half-century.
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Policy, Not Mystique, Drives China’s Lead
- China’s advantage isn’t magic but policy clarity and capital alignment that make investments predictable.
- The U.S. can match this with will, capital allocation, and coordinated business decisions.
The Electric Tech Stack Is Convergent
- The “electric tech stack” centers on batteries, power electronics, embedded compute, and electromagnetics.
- Mastering these overlapping building blocks lets factories pivot across products like phones, cars, and robots.
Invest Long-Term In Domestic Manufacturing
- Build domestic supply chains by viewing manufacturing as a long-horizon strategic bet, not a short-term arbitrage.
- Use portfolio investing or ride-through capacity to survive policy and market bumps.