Energy Unplugged by Aurora EP.224 Rohan Ma on Battery Market Economics
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Dec 17, 2024 Rohan Ma, former Director of Energy Software at Tesla, brings his expertise in energy economics and technology to the discussion. He dives into the development and challenges of Tesla's Autobidder, showcasing how it has transformed energy market strategies. Rohan compares emerging and established battery markets, offering insights on the best investment opportunities. He also explores the potential implications of the Trump administration's policies on the Inflation Reduction Act, revealing how political changes could reshape the energy landscape.
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First Tesla Meeting
- Rohan Ma's first meeting at Tesla was with Elon Musk around Christmas 2016.
- Musk expected all involved in the actual work to be present, highlighting Tesla's egalitarian culture.
Hornsdale Power Reserve
- Tesla's approach to grid-scale storage evolved after the Hornsdale project in South Australia.
- The project's profitability demonstrated the potential of batteries as investments, not just backup.
Autobidder's Origin
- Hornsdale Power Reserve catalyzed the development of Autobidder, Tesla's battery bidding software.
- The project highlighted the market's undervaluation of battery assets and the need for optimized bidding.