TESLA

Pinkspider
06-25

GOOD NEWS πŸ‡ͺπŸ‡Ί According to SolarPower Europe, European battery storage market is set to quadruple by 2030, with annual installations jumping from 50 GWh this year to 138 GWh πŸ”₯

This represents a HUGE revenue stream opportunity for Tesla Energy with $6 Billion in annual revenue from Europe alone πŸ”₯

Here is the baseline math for a 2030 European scenario:

πŸ”‹ Total addressable market (TAM): 138 GWh (138,000 MWh) annually.

🎯 Tesla market share (conservative): If Tesla captures just 15% of this market with the Megapack, that translates to 20.7 GWh deployed annually (roughly 5,000+ Megapacks).

πŸ’΅ Pricing assumption: Assuming battery cost curves continue to decline, a conservative utility-scale price by 2030 is roughly $300 per kWh ($300,000 per MWh).

πŸ’° The revenue impact: 20,700 MWh Γ— $300,000/MWh = $6.21 Billion in annual revenue from Europe alone.

When you consider that this doesn't even account for high-margin recurring software revenue from Autobidder, Europe is shaping up to be a massive growth engine for Tesla's energy ecosystem.

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  • flixzy
    Β·06-25
    138 GWh TAM is huge. If Megapack gets even 15%, energy might matter way more than cars lol
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