Tesla’s energy storage business gets sucked into the company’s downward spiral

Even a small but noteworthy point of the energy warehouse business, which is a bright spot, can not escape the cloud hanging on the company.

PowerWall and Megapack for second quarter consistent according to the statistics published by Tesla. The company has been installed in the second quarter of this year 9.6 Gigawatt-hour Storage, 0.8 Gigawatt-hour from the first quarter.

Tesla’s Energy Warehouse section In the fourth quarter of 2024, he climbedA three-month period of 11 gigawatt-clock placed. In general, Tesla placed 31.4 GWH energy storage products in 2024.

To this year, the sector has been a bright place for Tesla, prefers to grow longer than a year. Energy storage and sunstrikes have grew from $ 2 billion 2020 Up to $ 10.1 billion last year. It shows that the poor starting the poor of Tesla will end the top.

On the contrary, the newer market is growing for energy storage recently. Analysts Wooden maccension He said that the new devices hit a high record in the last period, which increased by 57% more than 57% annually.

It is unlikely to continue to grow, although tariffs for Chinese-made goods are currently coincided with the bad effects of Trump-supported reconciliation invoice in Congress. There Republicans are trying to eliminate the main parts of the act of reducing inflation.

Although the battery storage facilities can continue to receive tax credits within the bill, it is impossible to require new restrictions on foreign institutions or new restrictions on foreign organizations. The vast majority of minerals used in batteries are being cleaned or processed in China.