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Elon reveals more about Tesla Energy demand and future revenue growth

Discussion in 'Tesla Energy' started by ecarfan, May 31, 2016.

  1. ecarfan

    ecarfan Well-Known Member

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    At the shareholder's meeting today, Elon revealed that Tesla has reanalyzed how many Gigawatts of battery storage the completed plant will be able to produce and he believes it could produce up to triple the amount they previously estimated, and that the mix may be more like 50/50 car batteries to storage batteries, not 70/30 as previously stated.

    He also said that the revenue potential of Tesla Energy is greater than that of Tesla Motors vehicles.
     
    • Informative x 2
  2. dennis

    dennis P85D

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    I thought he said revenue growth potential was greater because there were fewer obstacles, especially the big regulatory differences between geographies that you have with autos.
     
    • Informative x 1
  3. Grendal

    Grendal Active Member

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    Part 2 is up:

     
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  4. Grendal

    Grendal Active Member

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    Since Part 2 was moved to this thread, here is Part 1:

     
  5. Grendal

    Grendal Active Member

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    The full shareholder meeting:

     
  6. 1101011

    1101011 Proud TSLA/SCTY shareholder since 2012.

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    Yes. Instead of a car company that makes batteries, we've got a battery company that makes cars.

    Long TSLA.
     
  7. Aussie

    Aussie Member

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    Thanks for sharing this. The new Tesla Powerwall will actually not use any cells made in the Nevada factory but will use Samsung cells. And yes, the source of this information is just unconfirmed industry chatter.
     
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  8. ecarfan

    ecarfan Well-Known Member

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    My understanding is that the Gigafactory will produce batteries for use in cars and for use in Tesla Energy products like the Powerwall and Powerpack. I think Elon is clear about that. The point of the Gigafactory is to drive down battery costs. Buying batteries from a third party like Samsunk will not accomplish that as effectively as will Tesla producing batteries at the Gigafactory.
     
    • Like x 1
  9. OregonHill

    OregonHill Member

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  10. OregonHill

    OregonHill Member

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    Hope to learn the entire story at the tour 7/29 but it appears for now the first PowerWall will utilize Samsung...doubt that will last
     
  11. ecarfan

    ecarfan Well-Known Member

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    Note that Panasonic is a partner with Tesla in the Gigafactory project. So Panasonic will be making cells in the Gigafactory for Tesla.
     
  12. Aussie

    Aussie Member

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    Correct. And this is why the cells for Tesla Energy will not be coming out of the Gigafactory. The Samsung cells are better for storage anyway than the Panasonic NCAs.
     

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