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.

As well as Elon Musk remarking that the company may have had its “best ever quarter” for solar since the SolarCity takeover, Tesla’s energy storage deployments have enjoyed a ramp up, while a fellow exec hinted the stationary battery business is constrained by cell supply.