Part 6/11:
Projecting into the future, if the U.S. alone needs ten times the current global battery deployment by 2035, the implications are enormous. This would mean deploying 3 to 5 terawatt-hours of batteries annually worldwide—an increase of 50,000% from today.
In such a scenario, Tesla, with its existing strong positioning and technological edge, stands to capture a significant share of this growth. If Tesla secures just 20-50% of the market, this could translate into hundreds of gigawatt-hours of battery capacity annually—an eightfold increase over current revenues. Margins could soar to 30-35% thanks to favorable regulations and in-house manufacturing, turning Tesla's energy division into a $100 billion per year business, vastly surpassing its automotive revenue.