From The Limiting Factor.

In this Tesla quarterly earnings video, I’m speaking with Iola Hughes of Rho Motion to do some analysis on the megapack. That includes the impact of Tariffs, the Big Beautiful Bill, and manufacturing cost reductions.

Iola Hughes
https://x.com/RhoMoIola
https://rhomotion.com/
https://www.benchmarkminerals.com/
https://www.linkedin.com/in/iolahughes/

Channel Sponsor:
https://www.rebellionaire.com/

Patreon: https://www.patreon.com/thelimitingfactor
Paypal: https://www.paypal.com/paypalme/limitingfactor42069
Teespring: https://teespring.com/stores/the-limiting-factor
Twitter: https://twitter.com/LimitingThe
Venmo: @thelimitingfactor

*Timeline*
00:00 Introduction
01:01 Greetings and Overview
02:09 Battery Tariff Fluctuations
05:56 Are Cost Reductions Enough to Cover Tariffs?
11:42 Lost Solar Projects = Lost Megapack Revenue?
16:46 A Sticking Point: PFE Rules
21:02 Megapack Has a Diverse Order Book
22:46 Chinese Joint Ventures
25:03 LFP Option in North America
26:04 Doubling the Grid with Just Batteries?
28:27 What is the U.S. Electricity Strategy?

Intro Music by Dyalla: Homer Said