Energy storage is becoming Tesla’s second act
Megapack deployments and factory capacity point to a durable growth engine beyond vehicles.
Research Desk · 6 min read
Margaret Chen · ₦21,600,000 · Katherine Brooks · £1,300 · Francis Adeyemi · £12,250 · James Whitfield · A$12,850 · Grace Nakamura · £9,450 · Henry Okello · ₦20,175,000 · Samuel Adewale · €7,350 · Benjamin Cole · A$16,850Margaret Chen · ₦21,600,000 · Katherine Brooks · £1,300 · Francis Adeyemi · £12,250 · James Whitfield · A$12,850 · Grace Nakamura · £9,450 · Henry Okello · ₦20,175,000 · Samuel Adewale · €7,350 · Benjamin Cole · A$16,850
Research desk
Megapack deployments and factory capacity point to a durable growth engine beyond vehicles.
Research Desk · 6 min read
Miles between interventions, geographies and regulatory milestones matter more than demo videos.
Research Desk · Jan 15, 2024
Gigafactory utilization and platform consolidation still drive the long-term margin story.
Research Desk · Jan 15, 2024