DER Task Force DERVOS 2025: Energy Dominance and the Electrostate
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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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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.
Hire Transferable Process Talent
- Rapidly build manufacturing capability by hiring transferable process talent from high-volume U.S. industries.
- You can ramp gigawatt-scale production in years by retraining experts from sectors like CPG and beverages.
We Gave Away Production Know‑How, Not Invention
- The U.S. invented many electrotech roots but outsourced high-volume process engineering over decades.
- Rebuilding that capability is feasible and already happening in years, not decades.