Tesla Energy has massive potential and could significantly contribute to Tesla's future revenue and stock price, with the potential for high margins and substantial growth in the energy industry
Questions to inspire discussion
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What is the potential of Tesla Energy?
—Tesla Energy has massive potential for revenue and stock price growth, with high margins and substantial growth in the energy industry.
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How does Tesla Energy compare to Tesla Auto?
—Tesla Energy is predicted to be worth more than Tesla Auto, with the demand for energy expected to skyrocket due to growth in AI compute and supercomputer data centers.
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What is the significance of Tesla's contract in Australia?
—Tesla has secured a $256 million contract to expand one of the biggest batteries in Australia, and more contracts for gigantic batteries are expected to be signed in Australia and the United States.
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What is the forecast for Tesla Energy's revenue?
—Tesla Energy's forecast for energy demand is projected to grow faster than their forecast for electric vehicle penetration, leading to increased interest in Tesla energy and potential for massive growth.
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How does Tesla Energy's potential compare to its competitors?
—The speaker believes that Tesla Energy's gross margin will be significantly higher than their competitors due to the reserve coming in over time, with a potential margin of 35%.
Key Insights
- 📈 One Megapack sold at a price of $1.4 million is equivalent to the revenue from 35 cars and the income from 100 cars, showing the massive potential of Tesla energy.
- 🔋 The potential for Tesla Energy is massive, with countries quickly realizing the benefits and no longer questioning its implementation.
- 📈 Tesla energy now represents $50 per share versus $36, a $183 billion dollar business.
- 💡 One Mega Factory producing 10,000 Mega packs is equivalent to 350,000 cars in revenue and 1 million cars in profit, showing that Mega packs are much easier to create with higher margins than cars.
- 💡 A battery that can power off 130 homes for 24 hours, that's a game-changer in the energy industry.
- 📈 The energy growth margin is underestimated and will rise significantly over the years, potentially reaching over 25%.
- 💰 The potential gross margin for Tesla Energy is significantly higher at over 30%, showing a promising future for the company.
- 💰 Tesla's energy contribution to stock price could double by 2030, making it a significant factor in the company's valuation.
#Tesla #EnergyStorage
XMentions: @herbertong @TeslaLarry @Tesla @HabitatDigital @SawyerMerritt
Clips
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00:00 🔋 Tesla Energy's potential is massive, with predictions of surpassing Tesla auto in value, as demand for energy is expected to skyrocket due to growth in AI compute and supercomputer data centers, with Australia leading the way in implementing Tesla Energy's technology.
- Tesla energy is predicted to be worth more than Tesla auto, with the demand for energy expected to skyrocket due to growth in AI compute and supercomputer data centers, as shown by a comparison of revenue from MEAP packs and cars.
- Tesla has secured a $256 million contract to expand one of the biggest batteries in Australia, and with the increasing demand for solar energy, more contracts for gigantic batteries are expected to be signed in Australia and the United States.
- Australia was one of the first to implement Tesla Energy's technology, proving its financial viability and prompting other countries to follow suit.
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02:47 🔋 Tesla Energy's storage deployments are increasing, with potential for continuous revenue growth and predictions that it will be more valuable than Tesla Auto, as energy demand is projected to grow faster than electric vehicle penetration.
- Tesla Energy's energy storage deployments have increased significantly, with the potential for continuous growth in revenue.
- Morgan Stanley's report predicts that Tesla Energy will be more valuable than Tesla Auto, with analysts finally recognizing the potential of the company's energy products.
- Tesla Energy's forecast for energy demand is projected to grow faster than their forecast for electric vehicle penetration, leading to increased interest in Tesla energy and potential for massive growth.
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06:32 🚀 Tesla Energy's potential is revealed with a $50 per share representation, a reduction in auto sales valuation, and Mega packs having a higher profit margin, making them a significant revenue opportunity.
- Tesla Energy's potential has been revealed, with a $50 per share representation and a reduction in auto sales valuation.
- Tesla Energy's Mega packs have a much higher profit margin than cars, making them a significant revenue and profit opportunity in manufacturing.
- Tesla's energy division has a huge potential for profitability, especially with the inclusion of software in their vehicles, and it is much easier to build a MEAP pack factory.
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09:50 🔋 Tesla Energy's MEAP pack Factory is large, efficient, and will reach full production in Shanghai within a year.
- Tesla Energy's MEAP pack Factory is large, efficient, and has high output per square meter.
- The Shanghai Factory will be in production within a year, with output reaching at least 50% by the third quarter and 100% by the second quarter of next year.
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11:46 🔋 Tesla Energy's massive potential lies in capital investment and revenue generation through battery production, with the possibility of surpassing Tesla auto in value, as the demand for energy generation increases.
- Tesla Energy has massive potential for capital investment and revenue generation through the production of batteries, with the possibility of surpassing Tesla auto in value.
- Tesla Energy's megapack can power 130 homes for 24 hours, and one mega factory can equal the number of households in a state, leading to a change in valuation.
- The potential for Tesla Energy is revealed through the increase in demand for energy generation, with projected deployment reaching 94.6 gwatt hour in 2028.
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15:13 🚀 Tesla Energy's storage deployment has increased, and the company is bullish about their potential, with expectations of rising auto gross margin and underestimated energy growth margin.
- Tesla Energy has significantly increased their storage deployment and is more bullish about their potential, as evidenced by recent sales.
- The speaker believes that the auto gross margin will rise due to lower cost vehicles and new models, and that the energy growth margin is being underestimated.
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16:51 🔋 Tesla Energy's potential gross margin could be 35% higher than competitors due to revenue reserve, leading to underestimated energy sales and projected revenue of 11.5 billion in 2024.
- The speaker discusses the potential for Tesla Energy's gross margin to be significantly higher than their competitors due to the reserve coming in over time, with a potential margin of 35%.
- Tesla Energy's revenue reserve allows for a gradual increase in margins over time, leading to underestimated energy sales.
- Tesla Energy is projected to have a total revenue of 11.5 billion in 2024, with a reserve of 7387 billion, but there is a possibility of leakage.
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20:24 🚀 Tesla Energy's potential for massive growth in stock price and earnings per share is projected to increase significantly by 2030, with China's energy production boosting capacity, and potential gigafactories in India, Indo Pac, and Europe.
- Tesla Energy's potential for massive growth in stock price and earnings per share is projected to increase significantly by 2030, with the addition of China's energy production further boosting capacity.
- China has the potential to deliver more energy than the US due to a larger energy structure and faster approval processes for implementing batteries.
- Tesla Energy is forecasting a 30% share of the global market by 2030, with potential for gigafactories in India, the Indo Pac area, and Europe, but the speaker is re-evaluating their forecast due to the increasing energy requirements of data centers.
- Morgan Stanley's numbers are in line with Tesla's revenue and energy scaling, and the speaker is pleased with their forecast.
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Duration: 0:24:59
Publication Date: 2024-07-13T23:00:20Z
WatchUrl:https://www.youtube.com/watch?v=PQLzQSXmTDo
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