The energy storage work is absorbed into the Tesla in the vortex of the descending company

Even Tesla power storage, which was a small, but noticeable point, cannot escape from the cloud that hangs over the company.

For the second quarter in a row, Powerwall and Megapack products decreased for fixed storage, according to the statistics issued by Tesla. In the second quarter of this year, the company was installed 9.6 GB hour From storage, a decrease of 0.8 GB an hour from the first quarter.

Energy Storage Department in Tesla It reached its climax in the fourth quarter of 2024Three months period witnessed the publication of 11 gigawatts. In all, Tesla published 31.4 GB of energy storage products in 2024.

Until this year, the sector was a bright point for Tesla, as it spread a steady growth on an annual basis. Revenue grew from storage of energy and solar installations from two billion dollars in 2020 To 10.1 billion dollars last year. The beginning of the poor Tesla for this year indicates that the line is about to end.

On the contrary, the broader energy storage market grows recently. Analysts in Mackenzie wood The new facilities set a record in the first quarter, the last period in which data is available, by 57 % on an annual basis.

This growth is unlikely, as the customs tariffs on Chinese goods coincide with the bad effects of the Trump -backed reconciliation bill in Congress. There, Republicans are working to eliminate the main parts of the law to reduce inflation.

Although batteries storage may continue to receive tax credits under the invoice, new restrictions on parts or materials obtained from foreign -disturbing foreign entities (FEOC) can make any remaining tax credits almost impossible. The vast majority of minerals used in batteries in China are improved or treated.