All three technologies are really key parts of the future, and controlling that aspect of the suburban home energy profile have absolutely huge synergies.
As we get to higher penetration of renewables, our grid will change from the current model of supplying whatever power is demanded, to a far more two way mode where excess supply will drive time-shifted demand.
Right now the only monetization strategy on the grid for solar/storage providers are 1) net-metered solar, and 2) backup electricity for outages. This will change.
The most expensive component of an EV is the battery, and it's likely we will have as much grid-attached non-EV storage as we have EV storage.
IMHO the current price is unhinged from any analysis, and fully in the tulip bulb stage of share pricing. But I think that Tesla is better positioned to take advantage of three core technologies of our energy future, three techs that must be tightly coupled, and no other player is even really thinking of that.
That may be true for car makers, but in the energy world, other than some battery storage projects, Tesla is really not a major player at all, and there is an endlessly long list of companies that are more meaningful for this market and better able to take advantage of the increased renewables rollout around the world.
When it comes to utility-scale grid storage, Tesla definitely gets the most press, but I would agree that there are serious competitors like AES and Vestra. I would be interested to hear some names from your endlessly long list, because I can't come up with many of them. For the home battery market, Tesla is definitely one of the leaders.
I think the primary reason Tesla has not shipped more batteries that are permanently attached to the grid, either in from or behind the meter, is that selling a car is a far higher margin destination for their batteries. So as long as Tesla car sales can suck up batteries, the battery factories are probably going to be using most of their time making batteries for cars.
All three technologies are really key parts of the future, and controlling that aspect of the suburban home energy profile have absolutely huge synergies.
As we get to higher penetration of renewables, our grid will change from the current model of supplying whatever power is demanded, to a far more two way mode where excess supply will drive time-shifted demand.
Right now the only monetization strategy on the grid for solar/storage providers are 1) net-metered solar, and 2) backup electricity for outages. This will change.
The most expensive component of an EV is the battery, and it's likely we will have as much grid-attached non-EV storage as we have EV storage.
IMHO the current price is unhinged from any analysis, and fully in the tulip bulb stage of share pricing. But I think that Tesla is better positioned to take advantage of three core technologies of our energy future, three techs that must be tightly coupled, and no other player is even really thinking of that.