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Tag

energy storage

2 articles

U.S. Equities14d ago

Tesla's Megapack Sellout Through 2027 and $10B Texas Solar Plant Show Energy Segment Upside

Tesla's grid-scale battery backlog and proposed Texas manufacturing facility position the energy business as a material margin driver; execution on deployment volumes and gross margins will determine 2027 valuation

Research & Analysis60d ago

China Halts Battery Plant Approvals as 2,600 GWh Oversupply Approaches

Beijing suspends new factory construction permits to prevent overcapacity crisis similar to the solar industry's price collapse