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Tesla Energy hits its rhythm with over 790 Powerwalls heading to Australia
It appears that Tesla Energy is poised to hit its rhythm this fourth quarter once more. Based on recent reports from Tesla container ship and delivery tracker group Veda Prime, it appears that a shipment of 792 Tesla Powerwalls is currently en route to Australia, where they would likely be promptly acquired by customers.
Tesla Energy’s battery storage products have found a pretty good market in Australia. Just recently, the company’s flagship battery storage unit, the grid-scale 3MW Megapack, was announced as a key part of a giant 300 MW battery installation at Victoria. Tesla’s previous flagship battery, the Powerpack, has also been used to expand the size and capabilities of the Hornsdale Power Reserve, a battery farm that once held the title of largest in the world.
While the Powerwall is a rather humble battery storage unit compared to its grid-scale siblings, the residential energy device appears to be developing into a key product for Tesla Energy nonetheless. In Australia alone, Powerwall batteries are expected to form the backbone of a massive Virtual Power Plant comprised of 50,000 homes fitted with solar panels and energy storage systems. The VPP, which is expected to deliver 250MW of solar energy and store 650MWh of backup energy, is poised to dwarf installations like the Hornsdale Power Reserve when completed.
Interestingly enough, the South Australia VPP is currently undergoing an expansion. Around September, reports emerged that the project has entered its third pace and efforts are underway to add another 3,000 public housing properties to the solar and home battery network. With this in mind, there seems to be a fair chance that some of the 792 Powerwalls heading to Australia may be used in the growing Virtual Power Plant.
The Powerwall 2’s potential has made relatively few headlines compared to Tesla’s electric cars, but the home battery has been making some solid headway in the United States as well. As shared by EnergySage in its eleventh semiannual Solar Marketplace Intel Report, which covers the 12-month period from July 2019 to June 2020, the Tesla Powerwall currently dominates the US’ home energy storage market, with over half of battery storage quotes in the firm’s Marketplace platform including the Tesla battery unit.
The Powerwall 2 features a lot of functions that are distinctly Tesla. Apart from being equipped with an integrated DC/AC converter, off-grid capabilities, and mobile app support, the Powerwall 2 is also capable of receiving over-the-air software updates, allowing the battery to optimize its performance and introduce new features. Among these is Storm Watch, which charges the battery to full capacity, providing users with a strong backup power source in the event that grid power fails due to inclement weather.
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Tesla celebrates 9 million vehicles produced globally
