Energy
It’s time for Tesla Energy to be recognized by Wall Street
Tesla’s Energy division is big, and it is time Wall Street starting recognizing its achievements when talking about the company’s stock and its skyrocketing price.
One thing I notice when reading analyst notes or even investment expert’s thoughts on Tesla is their views are primarily based on the automotive side of things, and rarely do we see any stock insight on the energy side of the business. To me, this is unacceptable because the energy portion of the company is sizeable, and it is just as much a part of the transition to sustainable energy as the vehicles are. In fact, it could be more.
I sit and think about all of the TSLA articles I’ve written over the past few months while the stock has skyrocketed into a realm of Wall Street legends. It’s up almost 4x for the year, and basically, every evaluation or investment note from every big investment firm talks about automotive technology improvements, the company’s performance in other countries and markets, or how batteries are leading the charge in terms of EV range.
But why not talk about the energy side of things? Why not talk about Tesla’s other endeavors, which continue to grow quarter after quarter. Why is this side of the business being swept under the rug so often? Is it because cars are used by everyone, and perhaps everyone in the world could own a Tesla vehicle, and not everyone could own solar because of their environment or climate?
I don’t think that could be the reason, because Tesla vehicles are not available everywhere in the world as of right now either. But let’s be honest and look at the facts of what Tesla Energy is instead of what it isn’t.

Tesla’s Energy division will end up being as big as the automotive side of things. At least, that’s what Elon Musk said during the Q2 Earnings Call earlier this week. It certainly has the potential to be just as big, if not bigger, than the automotive side of things. Eventually, people will have to ditch their current power source for their home.
Solar is becoming cheaper, and with Tesla’s subscription and rental programs, people can afford to have world-class solar panels attached to their house for a fraction of the price. They also will not be forced to put out lump sums of cash in order to install solar panels on their home.
This is a preview from our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future.
A big thanks to our long-time supporters and new subscribers! Thank you.
Tesla Solar is also one-third less expensive than the industry average, according to the Q2 2020 Update Letter. Additionally, Solar Roof installations “roughly tripled” from Q1 to Q2, which is an outstanding statistic because it means the company is truly stepping up its game in terms of output in that front.
Powerwalls and Powerpacks for large-scale projects are also being used at more locations. In Australia, the Tesla Big Battery continues to save the area it is located in from widespread power outages, and other systems are being used across the country to transition the world to sustainable energy production and storage.
Elon and Senior Vice President, Powertrain and Energy Engineering Drew Baglino, talked about the Megapack as well during the Q2 Earnings Call. Megapack has continued to help the company integrate grid-tied storage in rapidly.

The interesting thing is, there are a lot of people who look at Tesla as an “automaker” and not as a technology company or an energy solutions company. People only look at their cars as their business, and to be honest, it’s kind of disappointing that people don’t realize that they have a world-class energy business that also offers sustainable alternatives.
Ultimately, Tesla has a lot of potential in energy, and the value of the company’s stock could be even more than what it already is. Many TSLA bulls believe that there is a limitless possibility for the company’s stock price. Some believe $2k; others believe $10k. Whatever you believe, do you think that the energy side of the company should be more involved in analyst evaluations?
Let me know by emailing me or Tweeting me!
Disclosure: I have no ownership in shares of TSLA and have no plans to initiate any positions within 72 hours.
Energy
Tesla starts hiring efforts for Texas Megafactory
Tesla’s Brookshire site is expected to produce 10,000 Megapacks annually, equal to 40 gigawatt hours of energy storage.
Tesla has officially begun hiring for its new $200 million Megafactory in Brookshire, Texas, a manufacturing hub expected to employ 1,500 people by 2028. The facility, which will build Tesla’s grid-scale Megapack batteries, is part of the company’s growing energy storage footprint.
Tesla’s hiring efforts for the Texas Megafactory are hinted at by the job openings currently active on the company’s Careers website.
Tesla’s Texas Megafactory
Tesla’s Brookshire site is expected to produce 10,000 Megapacks annually, equal to 40 gigawatt hours of energy storage, similar to the Lathrop Megafactory in California. Tesla’s Careers website currently lists over 30 job openings for the site, from engineers, welders, and project managers. Each of the openings is listed for Brookshire, Texas.
The company has leased two buildings in Empire West Business Park, with over $194 million in combined property and equipment investment. Tesla’s agreement with Waller County includes a 60% property tax abatement, contingent on meeting employment benchmarks: 375 jobs by 2026, 750 by 2027, and 1,500 by 2028, as noted in a report from the Houston Business Journal. Tesla is required to employ at least 1,500 workers in the facility through the rest of the 10-year abatement period.
Tesla’s clean energy boom
City officials have stated that Tesla’s arrival marks a turning point for the Texas city, as it highlights a shift from logistics to advanced clean energy manufacturing. Ramiro Bautista from Brookshire’s economic development office, highlighted this in a comment to the Journal.
“(Tesla) has great-paying jobs. Not just that, but the advanced manufacturing (and) clean energy is coming to the area,” he said. “So it’s not just your normal logistics manufacturing. This is advanced manufacturing coming to this area, and this brings a different type of job and investment into the local economy.”
Energy
Tesla and Samsung SDI in talks over new US battery storage deal: report
The update was related by industry sources and initially reported by South Korean news outlets.
Recent reports have suggested that Tesla and Samsung SDI are in talks over a potential partnership to supply batteries for large-scale energy storage systems (ESS).
The update was related by industry sources and initially reported by South Korean news outlets.
ESS batteries to be built at Samsung’s Indiana plant
As noted in a report from Korea JoongAng Daily, the demand for energy storage systems has been growing rapidly in North America, thanks in no small part to the surge in AI investments across numerous companies. With this in mind, Tesla has reportedly approached Samsung SDI about a potential battery supply deal.
The deal is reportedly worth over 3 trillion Korean won (approximately $2.11 billion) and will span three years, according to The Korea Global Economic Daily. A battery supply deal with Samsung SDI could make sense for Tesla as the company already has a grid-scale battery, the Megapack, which is perfect for industrial use. Samsung SDI could simply supply cells for the EV maker.
Production of the batteries would reportedly take place at Samsung SDI’s joint venture factory with Stellantis in Indiana, which is currently under construction. Samsung SDI recently announced plans to use part of that plant’s EV lines to produce cells for ESS, with a targeted capacity of 30 GWh by the end of next year.
Tesla and Samsung’s partnership
At present, only a handful of manufacturers, including Korea’s LG Energy Solution, Samsung SDI, SK On, and Japan’s Panasonic, are capable of producing energy storage-scale batteries domestically in the United States. A Samsung SDI official issued a comment about the matter, stating, “Nothing has been finalized regarding cooperation with Tesla.”
The possible energy storage system deal adds another layer to Tesla’s growing collaboration with Samsung, which is already in line as a partner in the upcoming production of Tesla’s AI5 and AI6 chips. Early sample manufacturing of the AI6 is expected to begin in South Korea, with mass production slated for Samsung’s Texas-based Taylor foundry when it starts operations.
The AI6 chip will power Tesla’s next wave of high-volume projects, including the Optimus humanoid robot and the autonomous Cybercab service. Musk has called the partnership with Samsung a “real collaboration,” adding that he personally plans to “walk the line” at the Taylor facility to speed up progress.
Energy
Tesla VP hints at Solar Roof comeback with Giga New York push
The comments hint at possible renewed life for the Solar Roof program, which has seen years of slow growth since its 2016 unveiling.
Tesla’s long-awaited and way underrated Solar Roof may finally be getting its moment. During the company’s Q3 2025 earnings call, Vice President of Energy Engineering Michael Snyder revealed that production of a new residential solar panel has started at Tesla’s Buffalo, New York facility, with shipments to customers beginning in the first quarter of 2026.
The comments hint at possible renewed life for the Solar Roof program, which has seen years of slow growth since its 2016 unveiling.
Tesla Energy’s strong demand
Responding to an investor question about Tesla’s energy backlog, Snyder said demand for Megapack and Powerwall continues to be “really strong” into next year. He also noted positive customer feedback for the company’s new Megablock product, which is expected to start shipping from Houston in 2026.
“We’re seeing remarkable growth in the demand for AI and data center applications as hyperscalers and utilities have seen the versatility of the Megapack product. It increases reliability and relieves grid constraints,” he said.
Snyder also highlighted a “surge in residential solar demand in the US,” attributing the spike to recent policy changes that incentivize home installations. Tesla expects this trend to continue into 2026, helped by the rollout of a new solar lease product that makes adoption more affordable for homeowners.
Possible Solar Roof revival?
Perhaps the most intriguing part of Snyder’s remarks, however, was Tesla’s move to begin production of its “residential solar panel” in Buffalo, New York. He described the new panels as having “industry-leading aesthetics” and shape performance, language Tesla has used to market its Solar Roof tiles in the past.
“We also began production of our Tesla residential solar panel in our Buffalo factory, and we will be shipping that to customers starting Q1. The panel has industry-leading aesthetics and shape performance and demonstrates our continued commitment to US manufacturing,” Snyder said during the Q3 2025 earnings call.
Snyder did not explicitly name the product, though his reference to aesthetics has fueled speculation that Tesla may finally be preparing a large-scale and serious rollout of its Solar Roof line.
Originally unveiled in 2016, the Solar Roof was intended to transform rooftops into clean energy generators without compromising on design. However, despite early enthusiasm, production and installation volumes have remained limited for years. In 2023, a report from Wood Mackenzie claimed that there were only 3,000 operational Solar Roof installations across the United States at the time, far below forecasts. In response, the official Tesla Energy account on X stated that the report was “incorrect by a large margin.”
-
News1 week agoTesla shares rare peek at Semi factory’s interior
-
Elon Musk1 week agoTesla says texting and driving capability is coming ‘in a month or two’
-
News6 days agoTesla makes online ordering even easier
-
News7 days agoTesla Model Y Performance set for new market entrance in Q1
-
News1 week agoTesla Cybercab production starts Q2 2026, Elon Musk confirms
-
News5 days agoTesla is launching a crazy new Rental program with cheap daily rates
-
News1 week agoTesla China expecting full FSD approval in Q1 2026: Elon Musk
-
News1 week agoTesla Model Y Performance is rapidly moving toward customer deliveries