The Battery Storage market is growing rapidly at 50% CAGR.
Tesla is growing faster, expecting a 36% market share in 2018 up from 19% in 2017.
Tesla is winning market share due to better price/performance and superior products.
Even at lower sales prices, Tesla maintains high margins due to production advantages.
If predictions hold, Tesla’s battery storage unit could add a billion dollars to gross profit by 2022, and 20% upside to current valuation.
The 10 minute video says it all. Video…