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In late December, Tesla’s official web page for the Megapack confirmed that the earliest supply date for the flagship battery storage system has been moved to Q3 2024. With 2023 now beginning, one other replace to the Megapack’s official webpage has been carried out, and it seemingly hints at an extended backlog for the commercial-grade battery.
As per the current replace to the Tesla Megapack’s configurator, the worth of the battery storage system is not displayed if one selects “Q3 2024” as the specified supply date. As a substitute, the worth of 1 Megapack, which is listed at $2,596,910 for California, might solely be considered if one modifications the battery’s desired supply information to This autumn 2024. Only a few weeks in the past, the worth of the battery was displayed if Q3 2024 was chosen as the specified supply date.
Tesla has not supplied a proof concerning the change to the Megapack’s configurator, although TSLA bulls have speculated that the change might need been attributable to elevated demand for the commercial-grade battery. On the flip facet, the obvious replace on the Megapack’s official webpage might also be attributable to battery provide shortages, which, in flip, might throttle the ramp of Tesla’s Megapack factories. The Megapack, in spite of everything, requires an enormous quantity of batteries to construct.
If the change within the configurator is because of an extended backlog, then the Megapack could also be rising as one in every of Tesla’s most notable merchandise. This may very well be a difference-maker for Tesla, which might be fairly poetic because the vitality division has largely taken a backseat over time. Offered that Tesla is ready to produce the Megapack at a revenue, the commercial-grade battery might assist the corporate’s funds attain new heights within the years to come back.
Elon Musk has beforehand said that Tesla Vitality, which produces Megapacks and Powerwall battery storage models, has the potential to surpass Tesla’s electrical automobile division. At present, the profitability of those merchandise is influenced by the price of cells from suppliers. Nonetheless, as Tesla will increase its personal battery manufacturing or negotiates higher offers with suppliers, the revenue margins on these merchandise are anticipated to enhance.
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