residential battery packs
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 21, 2023 by Julian Spector · across every show →
Everything said about residential battery packs, oldest first
Sep 21, 2023 bullish
Spector: Home battery pack supply constraints have effectively ended
“It's just kind of a whole new world where instead of having that whole market dependent on, like, how many units Tesla feels like shipping this quarter there's now seemingly not going to be any real constraint on the supply of battery packs to homes.”