Autonomous vehicles are more than cars without drivers. They’re “robots on wheels” — and they will need enormous amounts of electricity at the grid edge.
In this episode of the Energy Changemakers Podcast, host Elisa Wood talks with Mike Calise, CEO of EV charging company Tellus Power, about why the rise of autonomous fleets could make microgrids and distributed energy a strategic necessity.
Calise sees two massive transformations colliding: the electrification and automation of transportation, and a power system already confronting soaring demand from AI and data centers. Microgrids could help bridge the two by generating and managing electricity close to where autonomous vehicles operate — while bidirectional charging allows the batteries inside those vehicles to become grid assets rather than simply new loads.
The conversation explores a real-world example at Oakland Unified School District, where 74 electric school buses can act as dispatchable batteries, returning energy to buildings or the grid when the buses are sitting idle. It also looks ahead to robotaxis, delivery vehicles, drones and other forms of “physical AI” — and what it will take to power them as they scale.
Calise calls it a collision between the multi-trillion-dollar energy and transportation industries. At the center of that collision may be one of distributed energy’s biggest opportunities yet: using microgrids, storage and vehicle-to-grid technology to power the machines emerging at the edge.