Energy Storage News•23 days ago
Tesla energy storage deployments jumped in ‘crucial AI transformation year’; company expects margin compression in 2026
Key Takeaway
Developers and large power consumers should note the booming storage market, but prepare for increased competition and policy-driven price volatility in 2026.
AI Summary
- •Tesla achieved record energy storage deployments and revenue growth in 2025, indicating robust market demand for storage solutions.
- •The company anticipates margin compression for its energy storage business in 2026 due to increasing 'low-cost competition' from other OEMs.
- •'Policy factors' are also cited as a reason for expected margin pressure in 2026, which could impact project economics for developers.
Topics
datacenteroempolicyppastorage