From The Limiting Factor.
In this video I’ll walk you through my estimate for how many megapack factories Tesla will need to build. In short, about 6 to 13 in the next 10 years, which may eventually double or triple Tesla’s market cap.
This is Video #2 of the Grid Storage Series.
Monetizing Energy Storage Book:
https://global.oup.com/academic/product/monetizing-energy-storage-9780192888174?cc=us&lang=en&
Tesla Referral Link: https://ts.la/jordan72005
(Use this if you’re buying a Tesla. It can save you $1,000 on your first Tesla)
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*Timeline*
00:00 Introduction
01:06 Master Plan Part 3 // U.S. Terawatt hour Estimate
02:50 NREL // The Four Phases of Storage Deployment
05:07 NREL // Trimming the Four Phases Model
06:22 The Four Phases // My Edits
07:59 The Four Phases // Deployment Years
10:45 The Four Phases // Power and Energy Deployment
14:46 The Four Phases // Factoring in Battery Life
18:02 How Many Megapack Factories Does Tesla Need?
22:34 The Risks
23:48 Summary
24:52 Bonus // Megapack Factories to be Built by Country and Year
Intro Music by Dyalla: Homer Said
