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171.Tesla Magapack

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发表于 2022-12-23 16:06:53 | 显示全部楼层 |阅读模式
本帖最后由 Reader86 于 2022-12-23 06:04 PM 编辑

Tesla 一个副业快变成专业了, 虽然没有电动汽车那么多的曝光率,但是这个业务的营收可能会比电动汽车赚得还要多。这就是电池储能Megapack业务。

据报道,Magapack的订单已经排到了2024年的第三季度,可以想象到它的火热程度。如此火爆的订单量,Elon正在考虑在见一座超级工厂,专门生产Magapack电池,美国能源部最近宣布,Tesla Megapack等产品在未来几年将从根本上改变美国的能源发电系统。

美国能源部发布了一份报告,美国商业储能的能量,因为Tesla Magepack 储能业务的增长,预计将增长2倍,报告中显示,美国目前拥有7.8GW的电池储能,到2025年将扩大到大约30GW,也就是说美国的商业用电,在任何灾难面前,或者紧急事件下,备用的商业用电都足够让工厂运转,美国电力公司正在改变,因为电池储能的增长将改变美国工业的模式,可能允许旧的化石燃料工厂退役,Elon看到了这种需要,在美国英国澳大利亚,有17个重大储能项目正在建设,Teala目前面临的机会非常多,不仅仅EV公司,甚至已经变成了一家能源公司。


Tesla's sideline business is about to become the main business. Although there is not as much exposure as EV, the revenue of this business may be more than that of EV. This is the battery storage Megapack business.

According to reports, orders for Magapack have been lined up till the third quarter of 2024 (that is why Elon said he would not sell TSLA stocks for 18-24 months), and you can imagine how hot it is. With such a strong order volume, Elon is considering building a super factory to specialize in the production of Magapack batteries.

The US Department of Energy recently announced that Tesla Megapack and other products will fundamentally change the US energy generation system in the next few years. The U.S. Department of Energy released a report that the capacity of U.S. commercial energy storage is expected to be tripled due to the growth of Tesla Magepack’s energy storage business.

The report shows that the U.S. currently has 7.8GW of battery energy storage, and by 2025 it will Expand to about 30GW, which means that there may be no shortage of commercial electricity in the United States. In the face of any disaster, or emergency, backup commercial power is enough to keep factories running, and U.S. electric utilities are experiencing changes, as the growth of battery storage will change the industrial mode or pattern in the United States. Because of that , possibly the old fossil fuel plants are allowed to retire。

Elon sees this need, there are 17 major energy storage projects under construction in the United States, Britain, Australia, and the opportunity facing Tesla is very more than an car company, it has even turned into an energy company.
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