There’s an MBA joke about scaring your clients by asking them “What’s your China strategy?”.
Today, it’s “What’s your Tesla strategy?” $350/kWh (DC) retail really is that significant. In the few days since the Tesla energy storage announcement, we’ve had a half-dozen people ask what we think about it. As energy systems developers with experience in several different chemistries and system scales, we can make some well-grounded educated guesses on the design and economics.
Here are our top ten conclusions, with plenty of links to reference information.