Investor's Corner
Tesla Motors’ Residential Battery Pack, Lean on Details
Energy storage and Tesla Motors’ residential battery pack has been trending over the last couple of days since it was announced last week during the company’s conference call. In typical Musk fashion, the conference call reference was lean on details and provides the carrot for financial analysts to overlook it’s miss on revenue and earnings.

Tesla battery technology integrated into SolarCity residential solar system. (Image credit: Solar City)
The assumption is this battery pack production will be able to store energy from your solar panels and electric vehicle owners will be able to use that electricity to directly charge their cars.
This is an interesting play from Musk and direction for Tesla Motors due to the fact that residential battery storage doesn’t exist at this point—some pilots have been underway in California via Tesla. Some critics are saying Tesla may be getting sidetracked and would benefit from a more pragmatic CEO (think they said the same thing about Steve Jobs in early 80s).
They have a point. I write for a manufacturing software magazine, called Automation World, and this audience seems to be ideal market for battery storage, if the return on investment is right. However, while researching an upcoming feature article on energy management for manufacturers, plant floor production is just starting to focus on managing energy for bottom-line savings. Battery storage isn’t in the picture, yet—though commercial buildings might be easier to implement than manufacturers at the beginning.
So is Musk’s aim correct? Is residential battery storage ready?
Battery to power your home from @TeslaMotors – very appealing after going 6 days without power after Hurricane Sandy. http://t.co/QyIWRG8pfL
— Freyja Balmer (@bettyrocker) February 12, 2015
One critic, Jigar Shah, president and co-founder, Generate Capital, believes the solar and battery storage market's first push would be for commercial buildings or manufacturers, but not necessarily with residential.
On a recent Energy Gang podcast, Shah says,"You have to have a market for residential storage, by which to bid that capacity into the market like intelligent generation does and get paid for it. So if you decide to have 24 hours (or longer) of battery storage, then it’s not a dead asset sitting there that only gets used twice a year.
Again, Shah is talking about a lithium battery battery pack linked with solar. So what is the vision from Musk and JB Straubel?
From the conference call comments, Tesla said the design is finished. Musk says,
"We’re going to unveil some of the Tesla home battery consumer battery that will be for you using and people’s houses or businesses, fairly soon. We have the design done and it should start going into production probably about six months or so.”
So not much at this point and Musk once had hoped to leverage "used battery packs" as part of a greener energy storage solution for businesses or homes.
However, Tesla’s director of powertrain business development, Mateo Jaramillo, on the same podcast, says,“So will a used EV battery in seven or eight years be cheaper, more cost-effective to integrate into whatever application you’re trying to get into than a brand new battery in that year, says Jarmamillo. “Right now, the answer doesn’t look like to be yes.”
RELATED: [Podcast] Tesla’s Battery Storage Strategy
BMW is also starting a battery storage pilot program in California with Pacific, Gas and Electric, which we announced last month —Tesla and BMW Battery Packs to the Rescue?). Tesla has also said they are in talks with utilities and they are not enemies in this market play.
So there’s something here and it seems like Musk is porting over his Model S plan: create a market, create buzz and hope supporting market mechanisms will sprout up.
Jigar Shah makes a good point that utilities need to have real-time analytics and a communication infrastructure to provide energy pricing signals quickly to customers. Shah sees this support needed to help residential storage to make money and even “pool” their energy with other battery systems and sell it back to the grid.
Just like last year with the gigafactory, Tesla has teased a product with to the clean energy and business crowd. The wait won't be as long as the gigafactory in 2014, Musk said via the conference call last week that "a product unveiling is probably in the next month or two.”
We're ready PT Barnum/Nikola Tesla.
Elon Musk
Elon Musk breaks his silence on the Starlink impact to Ukraine drones
Musk says the US military and president set Starshield limits, not SpaceX, amid Ukraine complaints.
Elon Musk says the speed limit cutting out Ukraine’s military Starlink terminals is not SpaceX’s decision. In a post on X Wednesday, Musk wrote that “Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS.” He added that Starlink is a commercial service limited to civilian or defensive activities and “cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.”
He was replying to Mykhailo Fedorov, Ukraine’s former defense minister, who had thanked Musk for restoring connectivity at speeds up to 160 km/h and said removing the Starshield limit entirely is “now critical for Ukraine’s defense.”
Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS.
Starlink is a commercial service owned and controlled by SpaceX. Usage of Starlink is limited to civilian or defensive activities and cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.
— Elon Musk (@elonmusk) October 14, 2026
The complaint started Tuesday night, when Ukrainian officials said military terminals began losing service above roughly 100 mph. Presidential adviser Serhiy Beskrestnov said the defense forces got no warning and several missions were disrupted, as Teslarati reported earlier Wednesday. The 7th Rapid Reaction Corps told Reuters connections dropped for 10 to 20 seconds at speeds well below the limit, which made drones harder to control. Poland’s foreign minister, Radoslaw Sikorski, asked Musk on X whether he is “playing politics with your products again.”
That is why the Starlink and Starshield distinction matters. SpaceX introduced Starshield in 2022 as the government version of Starlink, with an initial focus on Earth observation, communications and hosted payloads. It won a Space Force contract in 2023 with a $70 million ceiling. In December 2024, the Pentagon moved Ukraine’s terminals onto Starshield, covering about 3,000 units across two contracts. Ukraine’s military connections therefore run through a service that Musk now says sits under Washington’s control.
While Musk’s post describes who holds authority, it does not infer that anyone ordered the limit, and neither SpaceX nor the US government has confirmed who set it. Ukrainian officials have pointed to the timing, which follows President Trump’s push for an energy ceasefire and Musk’s Saturday post that “Zelensky has gone too far.” The BBC noted Trump denied threatening to restrict intelligence sharing with Kyiv, and no evidence has been presented that Washington requested the cap.
The episode also revives a promise from 2025. After Poland accused him of threatening Ukraine’s access, Musk said Starlink “will never turn off its terminals” and would not be used as a bargaining chip. Poland has since supplied more than 29,000 terminals to Ukraine. Teslarati also covered Kyiv’s search for Starlink alternatives in 2025, and the latest dispute gives that search new urgency.
Investor's Corner
Tesla opens the Q&A for its biggest earnings call yet
Tesla opens its Q3 earnings Q&A, and Cybercab, Robotaxi, Optimus and regulators loom over October 21.
Tesla has opened its shareholder question portal for the Q3 2026 earnings call, with the Say Q&A page already listing questions. Investors have until 4:00 p.m. EDT on October 20 to submit and vote on what management should answer.
The call is set for Wednesday, October 21. Tesla will post results after the market closes, with a live webcast at 4:30 p.m. CT, or 5:30 p.m. ET, through its investor relations site.
Say ranks questions by the number of shares behind the votes, which gives institutional holders extra weight over the retail crowd.
Ahead of Q2, retail investors asked why Robotaxi growth had stalled, when Cybercab would start customer rides, and where the Optimus Gen 3 ramp stood, while an institutional holder asked how Tesla and SpaceX would split Terafab duties. Cybercab has since answered one of those. Tesla said last week it has 300 plus Cybercabs serving Austin, up eightfold in 30 days, with Dallas named as the next city. The questions now are likely to move from when to how fast.
There is also a regulatory question hanging over the call. NHTSA has demanded sworn answers on how the pedal free Cybercab was certified against federal safety standards, with responses due October 30, nine days after the call. Whether an analyst raises it live is unknown, but it is the kind of exposure that tends to find its way into a Q&A.
The numbers will not be the main draw. Tesla already reported 486,532 deliveries and 13.7 GWh of storage for the quarter. Consensus sits around 43 to 45 cents per share on roughly $27.8 billion in revenue, according to Zacks, after a Q2 report that missed on EPS. Goldman Sachs, which holds a Neutral rating and a $360 target, argues the outlook for Robotaxi, FSD and Optimus will matter more to the stock than the quarter itself.
The call also lands six days after the rescheduled Roadster event, which Tesla will stream on X on Thursday, October 15, at 7:55 p.m. CT. If the Roadster shows up with a production date or a SpaceX thruster package, expect it to climb the voting list before the deadline.
Elon Musk
FAA kicks off review of SpaceX’s bid to fly Starship nearly every day
FAA is reviewing SpaceX’s plan for 456 Starship launches a year, up from 25 today.
The FAA said Tuesday that it will prepare an environmental impact statement on SpaceX’s proposal to run as many as 456 Starship launches and 912 landings a year from Starbase, Texas. SpaceX is currently authorized for 25 launches and 50 landings annually, which makes the request roughly 18 times the existing ceiling. The notice of intent is set to publish in the Federal Register on Wednesday.
The plan comes in two phases. Phase 1 would allow up to 100 launches and 200 landings a year, on any day and at any hour. Phase 2, which the FAA says could arrive within several years, would raise the limit to the full 456 launches, still at any hour but only on weekdays. The agency noted that 912 landings is the upper limit for the Texas facility no matter where a given mission begins, and that Starship and Super Heavy could come down at the launch site or in the Gulf and open ocean.
A draft statement will be released for public comment at a later date, and the FAA has not said when. According to the Federal Registar, written comments are due November 30 on regulations.gov under docket FAA-2026-12808, with in person scoping meetings on November 17 in Brownsville and November 19 in Port Isabel, plus a virtual session on November 18. The review will weigh air quality, wildlife, coastal resources, water, noise, and aviation, and the FAA said any increase beyond this proposal would need its own separate review.
The numbers look large next to what Starbase has actually done. Starship has flown three times from Texas this year, including Flight 14 on September 28, the first orbital flight, which deployed 26 Starlink V3 satellites. Bloomberg reported that Starbase has never launched more than five times in a calendar year. The current cap of 25 comes from an FAA approval in May 2025. In February, the agency also approved up to 44 Starship launches a year from Launch Complex 39A in Florida, so Phase 1 in Texas alone would more than double that allowance.
Musk has said Starship could eventually fly more than once per hour within less than a decade, per Bloomberg. The nearer term target is Flight 15. Musk said on October 10 that it is hopefully four to six weeks away and will try to catch the ship with the tower, as Teslarati covered. That flight still runs under the existing 25 launch limit, and so would every Starbase launch for as long as the new review takes.
As of mid morning Pacific time on Tuesday, SpaceX had not posted about the filing on its own account.
