We’re gonna need a bigger boat

Gigafactory TeslaMondoTesla Energy: “The sheer volume of demand here is just staggering,” says Musk. It’s already strong enough to devour the capacity of Gigafactory One. The company might allocate more Gig space for Tesla Energy. Musk: “I think we’ll see demand for stationary storage, as measured in megawatt hours or gigawatt hours, to be approximately double that of the car. That’s our best guess for long-term demand.” Powerpack demand is likely five to ten times bigger than Powerwall demand. Musk: “We’ve had 2,500 requests from companies that want to distribute and install Powerwall and Powerpack. We can’t even respond to them.” Also, don’t fret too much about Solar City snubbing the entry-level battery. Solar City deals strictly within the US. Other countries, Germany and Australia especially, will definitely use the 7kW option. BTW, if you have solar, you don’t need to buy an inverter. And one inverter can handle several Powerwall batteries. Relationships built with utilities during Supercharging activities are paying off with a nice head start in stationary storage.

Model S: Demand hasn’t plateaued.

Model X: “Surreal” performance, says Musk. Overused word? Maybe, but we’re talking Tesla products here. The term may indeed fit. Expect an online configurator in July. Deliveries August-ish. The Model X has less in common with the Model S than the boys expected. Sales are sure to create positive cash flow by the end of 2015, says Tesla CFO.

70D: It’s expanding Tesla’s market reach. Yes, it will lower the average transaction price, but Tesla’s production efficiency improvements offset that. (Speaking of efficiencies, Tesla apparently just purchased a Michigan-based auto supplier and plans to rename it Tesla Tool & Die. Owning more components instead of buying them could be construed as more efficient, eh?)

Model III: Unveiling targeted for next March. Production late 2017.

Europe: Big sales numbers, especially the P85D.

China: No mention of it.

Now for some TeslaMondo commentary:

Bank Of America’s John Lovallo: The world’s wrongest analyst? Here’s his statement just a few dayJim Carrey TeslaMondos ago: “We believe a potential market for residential stationary storage is even further down the road than Tesla’s 2020 target for profitability.”

Bloomberg buffoons: Just a few days ago, a couple of panelists guffawed at Tesla. One even said Tesla is “jumping the shark” with this home battery nonsense.

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2 thoughts on “We’re gonna need a bigger boat

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