とにかくバッテリーが足りないんじゃあああぁぁぁぁ！！！ byイーロン・マスク
“We continue to believe that the energy business will ultimately be as large as our vehicle business,” Tesla said in its quarterly result. Energy storage revenues were a record $US559 million in the third quarter, a fraction of the $US7.3 billion in revenue from car sales.
In the third quarter, the energy storage business reached record deployments of 759MWh, and production of its new 3MWh Megapacks doubled as production continued to ramp at Tesla’s Gigafactory Nevada.
Tesla said demand for the domestic Powerwall battery remains strong and is growing – and enabled Tesla to recently push through a price rise for the product – and it says solar customers are increasingly looking at Powerwalls, as are people in California as concerns about grid stability grow.
“Megapack is going to be a large growth segment for the business and deployments will continue to expand rapidly as the product reaches full capacity,” Tesla’s head of storage RJ Johnson told the earnings call.
“We have more demand than supply through 2021. And we continue to ramp the product to match unprecedented demand across the globe, through 2023 and beyond our order book is rapidly going up through 2023. In the multiple gigawatt hour scale.”
Johnson said large scale solar plus storage is now more cost effective than traditional fossil fuel generation in many locations across the globe. “This trend will continue as we remove costs, which will further displace existing and new fossil fuel generation. This is true for standalone storage as well.”
Johnson also spoke of advances in hardware and software and real-time bidding strategies that will continue to boost revenues from battery storage.
“We’re just now capturing the full power of customer sided solar plus storage as customers in some jurisdictions are providing services back to the grid. When they don’t need to consume energy or have backup power. This has massive potential to reduce system costs and make the grid more efficient.”
