The US market is expected to be the largest source of revenue and driver of activity for Fluence in 2026, and a second battery cell deal with a domestic supplier is imminent.
Tesla CEO Elon Musk has said that the company is already achieving “good margins” on the residential Powerwall product, but that “some additional work is needed” for its utility-scale Megapack to do so.
Tesla CEO Elon Musk and fellow executives talked up the potential for Tesla Energy to reach “roughly the same size” as the company’s automotive business in an earnings call with analysts held yesterday.