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.
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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 Energy gains UK license to sell electricity to homes and businesses
The license was granted to Tesla Energy Ventures Ltd. by UK energy regulator Ofgem after a seven-month review process.
Tesla Energy has received a license to supply electricity in the United Kingdom, opening the door for the company to serve homes and businesses in the country.
The license was granted to Tesla Energy Ventures Ltd. by UK energy regulator Ofgem after a seven-month review process.
According to Ofgem, the license took effect at 6 p.m. local time on Wednesday and applies to Great Britain.
The approval allows Tesla’s energy business to sell electricity directly to customers in the region, as noted in a Bloomberg News report.
Tesla has already expanded similar services in the United States. In Texas, the company offers electricity plans that allow Tesla owners to charge their vehicles at a lower cost while also feeding excess electricity back into the grid.
Tesla already has a sizable presence in the UK market. According to price comparison website U-switch, there are more than 250,000 Tesla electric vehicles in the country and thousands of Tesla home energy storage systems.
Ofgem also noted that Tesla Motors Ltd., a separate entity incorporated in England and Wales, received an electricity generation license in June 2020.
The new UK license arrives as Tesla continues expanding its global energy business.
Last year, Tesla Energy retained the top position in the global battery energy storage system (BESS) integrator market for the second consecutive year. According to Wood Mackenzie’s latest rankings, Tesla held about 15% of global market share in 2024.
The company also maintained a dominant position in North America, where it captured roughly 39% market share in the region.
At the same time, competition in the energy storage sector is increasing. Chinese companies such as Sungrow have been expanding their presence globally, particularly in Europe.
Energy
Tesla Powerwall distribution expands in Australia
Inventory is expected to arrive in late February and official sales are expected to start mid-March 2026.
Supply Partners Group has secured a distribution agreement for the Tesla Powerwall in Australia, with inventory expected to arrive in late February and official sales beginning in mid-March 2026.
Under the new agreement, Supply Partners will distribute Tesla Powerwall units and related accessories across its national footprint, as noted in an ecogeneration report. The company said the addition strengthens its position as a distributor focused on premium, established brands.
“We are proud to officially welcome Tesla Powerwall into the Supply Partners portfolio,” Lliam Ricketts, Co-Founder and Director of Innovation at Supply Partners Group, stated.
“Tesla sets a high bar, and we’ve worked hard to earn the opportunity to represent a brand that customers actively ask for. This partnership reflects the strength of our logistics, technical services and customer experience, and it’s a win for installers who want premium options they can trust.”
Supply Partners noted that initial Tesla Powerwall stock will be warehoused locally before full commercial rollout in March. The distributor stated that the timing aligns with renewed growth momentum for the Powerwall, supported by competitive installer pricing, consumer rebates, and continued product and software updates.
“Powerwall is already a category-defining product, and what’s ahead makes it even more compelling,” Ricketts stated. “As pricing sharpens and capability expands, we see a clear runway for installers to confidently spec Powerwall for premium residential installs, backed by Supply Partners’ national distribution footprint and service model.”
Supply Partners noted that a joint go-to-market launch is planned, including Tesla-led training for its sales and technical teams to support installers during the home battery system’s domestic rollout.
Energy
Tesla Megapack Megafactory in Texas advances with major property sale
Stream Realty Partners announced the sale of Buildings 9 and 10 at the Empire West industrial park, which total 1,655,523 square feet.
Tesla’s planned Megapack factory in Brookshire, Texas has taken a significant step forward, as two massive industrial buildings fully leased to the company were sold to an institutional investor.
In a press release, Stream Realty Partners announced the sale of Buildings 9 and 10 at the Empire West industrial park, which total 1,655,523 square feet. The properties are 100% leased to Tesla under a long-term agreement and were acquired by BGO on behalf of an institutional investor.
The two facilities, located at 100 Empire Boulevard in Brookshire, Texas, will serve as Tesla’s new Megafactory dedicated to manufacturing Megapack battery systems.
According to local filings previously reported, Tesla plans to invest nearly $200 million into the site. The investment includes approximately $44 million in facility upgrades such as electrical, utility, and HVAC improvements, along with roughly $150 million in manufacturing equipment.
Building 9, spanning roughly 1 million square feet, will function as the primary manufacturing floor where Megapacks are assembled. Building 10, covering approximately 600,000 square feet, will be dedicated to warehousing and logistics operations, supporting storage and distribution of completed battery systems.
Waller County Commissioners have approved a 10-year tax abatement agreement with Tesla, offering up to a 60% property-tax reduction if the company meets hiring and investment targets. Tesla has committed to employing at least 375 people by the end of 2026, increasing to 1,500 by the end of 2028, as noted in an Austin County News Online report.
The Brookshire Megafactory will complement Tesla’s Lathrop Megafactory in California and expand U.S. production capacity for the utility-scale energy storage unit. Megapacks are designed to support grid stabilization and renewable-energy integration, a segment that has become one of Tesla’s fastest-growing businesses.
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