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Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Wow, loving the detail on the 10kWh v.s. 7kWh packs. Different chemistries. 5000 deep cycle life for the daily cycler - 15 years! OMG so much revenues.
The Blue Owl
Endangerous Herbivore
2500 companies want to distribute PowerPacks. I imagine the number of those that want to buy it is much higher.
Clprenz
Member
She isn't an automotive analyst. no one knows the battery storage business quite yet...poor AJ being an automotive analyst asking for help in analyzing the other part of Tesla's business
At least she is trying!
chickensevil
Active Member
Peak shaving, Tesla knows a little something about this already with their pilots on some of the supercharger locations with battery packs. This is interesting that Utilities would like these packs regardless of trying to go "green" or not. Getting rid of those peak plants would be a huge help overall!
Maybe a time for a 'fish jumping out of the barrel comment' about stationary storage.
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10x demand for Powerpack vs. Powerwall.
Expecting 5-10x more utility than consumer sales for storage. I have been saying this as well. People who have been focusing on the negatives have been focusing on the consumer product, saying it won't have very big demand, or will be too expensive, or you can't get fully off-grid, or whatever other nonsense. But that is clearly not the point, that was never the point.
edit: could sell the entire gigafactory output into stationary storage, so they're investigating adding 50% to gigafactory output, before the factory isn't even open yet....but y'know, demand problem...?
edit: could sell the entire gigafactory output into stationary storage, so they're investigating adding 50% to gigafactory output, before the factory isn't even open yet....but y'know, demand problem...?
sub
Active Member
good point, I heard that but glossed over it in my head. He also stated that commercial demand expected to be 5-10x residential.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
I commented on this in the Stationary Storage thread. It doesn't have to have anything with being "green" or not. It makes sense for all fossil utilities to go hybrid. I like to call it a "plug out hybrid".
The Blue Owl
Endangerous Herbivore
The PowerPack is where it's at. Elon just said they estimate PowerWall demand to be about 10-20% of the demand for the PowerPack.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
That's what my understanding was. Certainly looks like they'd have enough space there, and it's a modular design, so it doesn't seem entirely out of the question.
DC to DC inverter included in the powerwall product, too, it sounds like.
I thought he said 2500 corporate or utility inquiries for PowerPack, and each with an average of 10 "Packs" per order....would be 25,000 packs at $25,000/pack is $625 Million of potential revenue in the first WEEK of interest in PowerPack. Another 60,000 inquiries in to PowerWall would be $180 Million - total potential first week if they had them on the shelf: $800 Million.
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