Investor's Corner
What You Need to Know about Tesla’s Battery Storage Solution

A new tweet from Elon Musk this week promises a new product line debut on April 30 and most, including me, have our guesses that it will be Tesla’s battery storage solution as mentioned in the last quarterly earnings call.
Major new Tesla product line — not a car — will be unveiled at our Hawthorne Design Studio on Thurs 8pm, April 30
— Elon Musk (@elonmusk) March 30, 2015
From Dana Hull's article last June in the San Jose Mercury, the battery storage product offers:
- A lithium-ion battery storage system, called the home energy Storage system, from Solar City
- Contained in a 4-foot-tall metal box mounted on the wall of a garage
- Made by Tesla but offered by San Mateo-based SolarCity to its California solar customers as part of a small pilot project.
- Goes for $1,500 down and $15 a month over a 10-year lease period.

SolarCity + Tesla battery pack for storing solar energy. Source: Forum member myI55 via CleanTechnica
Hull received feedback from a battery storage user that's undergoing the pilot program. But more recently, Global Equities Research analyst Trip Chowdhry via Benzinga pulled in some real-world data from two additional people testing Tesla's battery storage solution.
Here are some of the highlights from this article:
- The Battery has to be installed 1.5 feet above the ground, and should have an open space of 1 ft on all sides
- The battery does not make any noise, does not need any maintenance, has no drippings
- The Battery also has an inverter
- The installer offered a choice between 10KWH and 15KWH;
Chowdry's article reported a similar price as to what was reported in the San Jose Mercury article and mentioned that a "10kWh battery could be priced at $13,000 with a 50 percent rebate from PG&E Corporation." That's a hefty rebate and a big incentive.
The Chowdry article also stated that there are battery storage owners in other states, about 100. So it's not limited to California. However, the April 30 announcement could be limited to just current Solar City sales territories.
The Benzinga article mentioned that one owner "charges the battery at night at $0.11 and then sells it back to the grid at 3PM for $0.43, and makes $10 to 12 month doing this."
This revenue opportunity may not exist in all states. In Illinois, solar customers receive a monthly credit based on the number of solar kWh it pushes back to the grid.
This sell-back opportunity for the resident is a point Jigar Shah, solar financier, has emphasized. Shah argues that utilities need to have real-time analytics and a communication infrastructure to provide energy pricing signals quickly to customers. Shah feels the onus is on utilities to modernize and provide residents these tools or else residential battery solutions could be "dead assets."
From the most recent earnings conference call in February, Musk says that Tesla could be producing these battery packs in six months. JB Straubel, Tesla's point person for its energy storage strategy (& gigafactory), reiterated this point last year at an energy industry conference.
Struaubel said, "We see the California mandate for stationary energy storage by 2020 and we're (Tesla) quite a lot more bullish. We think that mandate will be met and far exceeded before the timeframe expires. We all should be thinking bigger."
So are you considering a battery storage solution?

Investor's Corner
BYD to overtake Tesla in BEV sales this 2025: Counterpoint Research
Counterpoint’s insights were shared by the market researcher on its official website.

Counterpoint Research has estimated that Chinese automaker BYD will be able to overtake American electric car maker Tesla in Battery Electric Vehicle (BEV) sales this 2025.
Counterpoint’s insights were shared by the market researcher on its official website.
The (Counter)Point
Counterpoint Research’s latest Global Passenger EV Forecast suggests that BYD will be capturing a 15.7% global market share this year. This is expected to be driven by scale, innovation, and strong backing from the Chinese government.
The market researcher highlighted a number of factors that could help BYD become the world’s premier BEV maker this year. These include the company’s 1,000-kW ultra-fast charging technology and 10C charging rate batteries, which exceed Tesla’s current Supercharger offerings.
“The system can deliver 400 km of range in just 5 minutes, setting a new industry benchmark, far outpacing Tesla’s Supercharger, which adds about 275 km in 10 minutes. This technological leap is expected to significantly ease consumer concerns around charging time and boost EV adoption by reducing charging anxiety,” Abhik Mukherjee, Research Analyst at Counterpoint, stated.
The Tesla Factor
Counterpoint argued that Tesla, in comparison, is confronting several challenges, from damaged public perception due to CEO Elon Musk’s politics to geopolitical tensions between the United States and key markets like China. The market researcher highlighted Tesla’s soft sales in Europe and other markets, though it did not seem to consider the company’s changeover to the new Model Y across its global factories in Q1 2025.
“CEO Elon Musk has scored somewhat of an own goal against Tesla, and we are about to catch a glimpse of how much the company’s sales were hurt in Q1 2025. This is a big opportunity for BYD and if they deliver on the fast-charging promise, this could be the turning point for BYD and the China BEV story globally,” Counterpoint Associate Director Liz Lee stated.
Not the First Forecast
As noted in a CNEV Post report, this is not the first time that Counterpoint has predicted that BYD will overtake Tesla’s BEV sales. Last July, the market researcher expected BYD to overtake Tesla in 2024 to become the world’s top BEV maker. Tesla still beat BYD’s BEV sales at the end of 2024, however, with the American EV maker delivering a total of 1,789,226 vehicles globally versus the Chinese automaker’s 1,764,992 units.
In Q1 2025, however, BYD does seem to have momentum. BYD sold 416,388 passenger BEVs in the first quarter. As per Tesla’s Q1 vehicle delivery and production report, the company was able to deliver a total of 336,681 vehicles in the first quarter of 2025.
Elon Musk
Tesla bull Wedbush responds to Q1 deliveries: ‘A disaster on every metric’

Tesla bull Wedbush has responded to the company’s lackluster Q1 delivery figures, which were released on Wednesday morning in a new note from analyst Dan Ives.
Tesla reported deliveries of 336,681 vehicles in the first quarter of the year, a far cry from the Wall Street estimate of 352,000 and whisper numbers of roughly 350,000. At first glance, it seems to be a disaster, but Tesla said it lost “several weeks of production” in Q1 due to the ramp of the new Model Y at all four of its vehicle production factories.
This could be part of the reason that the company experienced a quarter of this performance, but there are also factors stemming from CEO Elon Musk’s involvement in the U.S. government, which has created some pushback in various markets.
It’s tough to say how much of each issue caused this type of quarter, but Ives wrote in a note to investors that Wedbush could not look at this “with rose-colored glasses,” as the performance “was a disaster on every metric.”
Ives believes it is time for Musk to make a move:
“The Street and us knew a bad 1Q was coming but this was even worse than expected. The time has come for Musk….it’s a fork in the road moment. The more political he gets with DOGE the more the brand suffers, there is no debate. This quarter was an example of the damage Musk is causing Tesla. This continues to be a moment of truth for Musk to navigate this brand tornado crisis moment and get onto the other side of this dark chapter for Tesla with much better days ahead.”
Interestingly, the stock dropped over 5 percent after the delivery report. It quickly rebounded 8 percent and is currently up over 5 percent on the day after a report from Politico stated that Musk and President Donald Trump have discussed the CEO stepping back from the Department of Government Efficiency (DOGE).
Based on that, it seems that investors were looking for Musk to step back from his government duties and show more public attention to Tesla. Realistically, we do not know how much of his time is being devoted to Tesla and its EV initiative. However, it seems investors were ready to hear something along the lines of Musk being more involved and speaking openly about Tesla and its projects.
It’s not all bad. Ives still recognizes Tesla’s prowess with the rollout of robotaxi and Full Self-Driving and how much impact it could have moving forward:
“Autonomous remains the biggest transformation to the auto industry in modern-day history and in our view, Tesla will own the autonomous market in the US and globally with the launch of unsupervised FSD in Austin kicking off the autonomous era at Tesla that we value at $1 trillion alone on a sum-of-the-parts valuation…”
With that being said, he also wants Musk to balance responsibilities with DOGE and Tesla:
“BUT…Musk needs to stop this political firestorm and balance being CEO of Tesla with DOGE. The future is so bright but this is a full blown crisis Tesla is navigating now and its primarily self-inflected. We remain firmly bullish on the long-term Tesla story but Musk needs to get his act together or else unfortunately darker times are ahead for Tesla.”
Tesla shares are trading at $283.01, up 5.42% at 1:57 p.m. on the East Coast.
Investor's Corner
Tesla (TSLA) shares date for “Company Update” and Q1 2025 earnings call
Tesla seems to be planning something slightly different for the upcoming event.

Tesla (NASDAQ:TSLA) has announced the date for its upcoming first quarter 2025 earnings call.
Interestingly enough, the company seems to be planning something slightly different for the upcoming event.
Tesla Q1 2025 Earnings Call Date
As shared by Tesla in its Q1 2025 vehicle production and delivery report, the company would be holding its first-quarter earnings call on Tuesday, April 22, 2025, at 4:30 p.m. Central Time / 5:30 p.m. Eastern Time. Similar to past earnings calls, the event will be livestreamed. An archived version of the session would also be shared on the company’s website.
Prior to the earnings call, Tesla will be releasing its Q1 2025 Update Letter. The Q1 2025 Update Letter will be released after markets close on April 22.
A Company Update
Tesla enthusiasts and TSLA bulls have observed that the electric vehicle maker adjusted its wording a bit in its Q1 2025 vehicle delivery and production report. As could be seen in the release, Tesla noted that it would also be holding a “Company Update” on April 22. This is the first time that such an event has been referenced by the electric vehicle maker with its quarterly earnings call.
“In addition to posting first quarter results, Tesla management will hold a live company update and question and answer webcast that day,” Tesla wrote in its Q1 2025 vehicle delivery and production report. Tesla also referenced a “Company Update” in a post on its official X account.
Expectations are high that Tesla will discuss some of its highly anticipated projects during its Company Update. These may include, among other things, new affordable vehicles that were mentioned in the Q4 and Full Year 2024 Update Letter.
“Plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025. These vehicles will utilize aspects of the next generation platform as well as aspects of our current platforms and will be produced on the same manufacturing lines as our current vehicle line-up,” Tesla wrote.
-
News2 weeks ago
Tesla aiming to produce first “legion” of Optimus robots this 2025
-
Elon Musk1 week ago
Tesla CEO Elon Musk’s simple message to vandals
-
Elon Musk2 weeks ago
Elon Musk confirms two measures Tesla is taking to fight vandalism
-
News2 weeks ago
Tesla’s Giga Berlin director responds to anti-Musk criticism
-
Elon Musk1 week ago
Tesla vandal who lit Las Vegas repair center on fire arrested
-
Elon Musk1 week ago
Elon Musk clarifies Trump tariff effect on Tesla: “The cost impact is not trivial”
-
Elon Musk1 week ago
Tesla vehicles hit by ATV, suspect caught by Sentry Mode
-
Elon Musk2 weeks ago
Elon Musk to file lawsuit against former US Rep Jamaal Bowman: “I’ve had enough”