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Tesla’s strategic emphasis on energy storage is underscored by a substantial Mega Pack order for a site in Western Australia. The deal involves 224 Megapacks, potentially supporting nearly 9,000 vehicles (if one assumes a rough equivalence of 50,000 in revenue per vehicle). This huge deployment translates into robust revenue and profit streams and illustrates Tesla’s growing footprint in grid-scale energy storage solutions.
Tesla’s Mega Pack business, often overlooked relative to vehicle sales, could have a material impact on revenue, especially when considering the potential for surpassing delivery estimates—akin to unexpectedly exceeding production numbers by thousands of vehicles.