

News
Tesla builds energy trading team as solar sources gain popularity worldwide
Recently, Tesla posted a job position calling for a Senior Energy Trading Analyst in Palo Alto, California. The job listing reveals Tesla’s plans for an energy trading team and its future as an electricity provider.
“We are looking for a Senior Energy Trading Analyst to drive continual performance improvements of the largest fleet of battery storage projects in the world. This includes Tesla’s utility-scale battery fleet (i.e., transmission level) and virtual power plants (i.e., aggregation of residential batteries at the distribution level),” said Tesla about the new job position.
“Using Tesla’s in-house automated trading platform, Autobidder, you will be responsible for bidding batteries into multiple wholesale energy markets, ensuring the assets meet contractual obligations, and complying with market rules,” the role’s description noted.
Tesla Energy’s progress doesn’t usually garner much attention even though it has steadily gained traction in countries like Australia. In Q2 2021, Tesla solar and battery storage deployments tripled year-over-year. The surge in energy deployments was mainly thanks to Tesla’s Megapack ramp.
However, the Powerwall proved popular as well, with deployments doubling YoY. Earlier this year, Tesla announced that all its solar and solar roof products would come with a Powerwall.
“I think we have a chance of hitting an annualized rate of a million units of Powerwall next year, maybe toward on the order of 20,000 a week,” Elon Musk said during the last earnings call. “But again, dependent on cell supply and semiconductors. But in terms of demand, I think there’s probably demand for in excess of a million Powerwalls per year. And actually just a vast amounts of the Megapacks for utilities.”
Tesla strongly believes that battery storage systems are necessary as nations start transitioning to renewable power sources. In a White Paper shared with Australia’s Energy Security Board (ESB), Tesla Energy argued that battery storage can replace essential services provided by thermal plants. Tesla has been very involved in the ESB’s efforts to design a more robust and lower emissions power system for Australians.
Tesla Energy takes the next step
Besides distributing solar products and battery storage systems, Tesla Energy made moves to become an electricity provider in several countries, including Australia, Texas, and the United States. Last month, Tesla Energy Ventures, LLC submitted an application for a REP Certificate in Texas to become a retail energy provider.
The move to become a retail electricity provider in Texas seems timely as the transition to a renewable-dominant grid becomes viable. President Biden’s almost $1 trillion infrastructure bill calls for changes nationwide, including US electrical grids.
According to the Solar Futures study from the US Department of Energy’s (DOE) National Renewable Energy Laboratory, even without policies pushing for renewable grids, the transition to clean energy sources like solar will increase with time. The study found that installed solar capacity increases by almost a factor of 7 by 2050 compared to 2005, without clean energy policies. It also found that grid emissions could decline by 45% by 2035 and 61% by 2050, relative to 2005 levels.
With an energy trading team, its leading solar and battery storage technology, Tesla could head another growing market.
See Tesla’s application to the Public Utility Commission of Texas below!
Tesla Energy Ventures Texas by Maria Merano on Scribd
The Teslarati team would appreciate hearing from you. If you have any tips, reach out to me at maria@teslarati.com or via Twitter @Writer_01001101.
News
Tesla gets price target increase on Wall Street, but it’s a head-scratcher
Delaney’s price target on Tesla shares went up to $395 from $300. Currently, Tesla is trading between $420 and $430, making the new price target from Goldman Sachs a bit of a head-scratcher.

Tesla (NASDAQ: TSLA) received a price target increase from a Wall Street analyst today, who noted in his report that the company’s shares could rise or fall based on its execution in robotics and autonomy.
However, the price target boost still fell below Tesla’s current trading levels.
Mark Delaney of Goldman Sachs said in a note to investors today that Tesla has a significant opportunity to solidify itself as one of the stable and safe plays in the market if it can execute on its two key projects: humanoid robots and autonomy.
In the note, Delaney said:
“If Tesla can have [an] outsized share in areas such as humanoid robotics and autonomy, then there could be upside to our price target.”
Delaney’s price target on Tesla shares went up to $395 from $300. Currently, Tesla is trading between $420 and $430, making the new price target from Goldman Sachs a bit of a head-scratcher.
He went on to say that Tesla could also confront outside factors that would limit the stock’s ability to see growth, including competition and potentially its own lack of execution:
“…although if competition limits profits (as is happening with the ADAS market in China) or Tesla does not execute well, then there could be downside.”
The note is an interesting one because it seems to point out the blatantly obvious: if Tesla performs well, the stock will rise. If it doesn’t, the stock price will decline.
We discussed yesterday in an article that Tesla is one of the few stocks out there that does not seem to be influenced by financials or anything super concrete. Instead, it is more influenced by the narrative currently surrounding the company, rather than the technicals.
Tesla called ‘biggest meme stock we’ve ever seen’ by Yale associate dean
Tesla’s prowess in robotics and autonomy is strong. In robotics, it has a very good sentiment following its Optimus project, and it has shown steady improvement with subsequent versions of the robot with each release.
On the autonomy front, Tesla is expanding its Robotaxi platform in Austin every few weeks, and also has a sizeable geofence in the Bay Area. Its Full Self-Driving suite is among the most robust in the world and is incredibly useful and accurate.
The company can gain significant value if it continues to refine the platform and eventually rolls out a driverless or unsupervised version of the Full Self-Driving suite.
Elon Musk
Tesla addresses door handle complaints with simple engineering fix
“We’ll have a really good solution for that. I’m not worried about it.”

Tesla is going to adjust one heavily scrutinized part of its vehicles after recent government agencies have launched probes into an issue stemming from complaints from owners.
Over the past few days, we have reported on the issues with Tesla’s door handle systems from both the Chinese and American governments.
In China, it dealt with the Model S, while the United States’ National Highway Traffic Safety Administration (NHTSA) reported nine complaints from owners experiencing issues with 2021 Model Ys, as some said they had trouble entering their car after the 12V battery was low on power.
Bloomberg, in an interview with Tesla Chief Designer Franz von Holzhausen, asked whether the company planned to adjust the door handle design to alleviate any concerns that regulatory agencies might have.
Regarding the interior latch concerns in the United States:
- Von Holzhausen said that, while a mechanical door release resolves this problem, Tesla plans to “combine the two” to help reduce stress in what he called “panic situations.”
- He also added that “it’s in the cars now…The idea of combining the electronic and the manual one together in one button, I think, makes a lot of sense.” Franz said the muscle memory of reaching for the same button will be advantageous for children and anyone who is in an emergency.
Regarding the exterior door handle concerns in China:
- Von Holzhausen said Tesla is reviewing the details of the regulation and confirmed, “We’ll have a really good solution for that. I’m not worried about it.”
Franz von Holzhausen (from Tesla’s Robovan) on Tesla’s upcoming redesigned door handles: pic.twitter.com/lnaKve1SlJ
— Sawyer Merritt (@SawyerMerritt) September 17, 2025
The new Model Y already has emergency mechanical door release latches in the back, but combining them in future vehicles seems to be an ideal solution for other vehicles in Tesla’s lineup.
It will likely help Tesla avoid complaints from owners about not having an out in the event of a power outage or accident. It is a small engineering change that could be extremely valuable for future instances.
News
Elon Musk calls out viral claim of 10,000 Tesla Optimus deal: “Fake”
For now at least, Tesla seems determined to focus on the development of Optimus V3.

Elon Musk has provided some clarification to recent reports suggesting that PharmAGRI, a US pharmaceutical and agricultural infrastructure company, is looking to deploy 10,000 Optimus robots for its operations.
Musk posted his clarification on social media platform X.
Alleged Optimus purchase
Recently, reports emerged stating that PharmAGRI Capital Partners will be tapping into Tesla’s humanoid robots for its operations. The firm claimed that it had executed a Letter of Intent with Tesla to deploy up to 10,000 Optimus Gen 3+ humanoid robots across its SuperPharm and CEA facilities. This should allow the company to automate its labor and ensure diversion control.
A comment from Lynn Stockwell, Chairwoman & CEO, suggested that the company really was partnering with Tesla. “With Tesla robotics powering our facilities and DEA-licensed infrastructure in place, we can scale with precision, meet federal sourcing mandates, and deliver therapies that are compliant, secure, and American-made,” she said.
Elon Musk clariies
News of PharmAGRI’s Optimus claims quickly spread on social media, though some Tesla watchers argued that it seemed unlikely that the EV maker will commit two legions of Optimus robots to a rather unknown company this early. Some pointed out that Tesla typically commits to high-profile customers to test its early products, such as PepsiCo with the Tesla Semi.
Photos from PharmAGRI’s website depicting Tesla Optimus bots, as well as the rather basic look of the website itself, also brought more reservations to the company’s claims. Ultimately, Elon Musk weighed in on the matter, responding to a post about PharmAGRI’s Optimus-filled webpage. Musk was quick and direct, simply stating, “Fake.”
Elon Musk’s comments were quite unsurprising considering that Optimus is still very much in active development, and thus, it is quite unlikely that the company is already taking orders or even Letters of Intent from potential customers at this time. For now at least, Tesla seems determined to focus on the development of Optimus V3, which Musk has noted will be “sublime.”
-
News2 weeks ago
Tesla launches new Supercharger program that business owners will love
-
Elon Musk2 weeks ago
Tesla Board takes firm stance on Elon Musk’s political involvement in pay package proxy
-
News2 weeks ago
Tesla deploys Unsupervised FSD in Europe for the first time—with a twist
-
News2 weeks ago
Tesla explains why Robotaxis now have safety monitors in the driver’s seat
-
News2 weeks ago
Tesla is already giving Robotaxi privileges hours after opening public app
-
Elon Musk2 weeks ago
Elon Musk says Tesla will take Safety Drivers out of Robotaxi: here’s when
-
Elon Musk2 weeks ago
Elon Musk is setting high expectations for Tesla AI5 and AI6 chips
-
News1 week ago
Tesla is improving this critical feature in older vehicles