Part 7/12:
Tesla's installations in California further illustrate the potential for Mega Packs. Instead of reverting to gas-powered plants during peak demand hours, utilities can rely on vast reserves of clean energy that have been stored throughout the day. This transition is not just beneficial for the environment; it symbolizes a major shift in how we approach energy consumption.
The Supply Chain Dilemma
However, Tesla finds itself at a crossroads concerning battery supply. The company's future growth is hampered not by demand, which remains robust, but by the supply of crucial raw materials, particularly lithium, nickel, and cobalt. The dwindling availability of these metals, which are necessary for both EVs and energy storage systems, presents a significant challenge.