You are correct that the Powerwall isn't doing that well currently. The Powerwall is the home product, and its usefulness is directly tied to solar panels. The

You are correct that the Powerwall isn't doing that well currently. The Powerwall is the home product, and its usefulness is directly tied to solar panels. The tie-in with SolarCity there should help with demand. There is the other side of Tesla Energy, which is the Powerpack. The Powerpack is the commercial/utility-scale product, available in quantities suitable for grid-level storage. They had over $1b worth of orders[1] for the Powerpack as of late last year, far more than they are capable of manufacturing currently. The Gigafactory opened slightly early to start producing those packs using Samsung cells, but eventually those will move to Panasonic cells as well. There is huge untapped demand just in batteries here that is only starting to surface and be fulfilled. Grid supply stabilization has more to do with smart grids/smart inverters applied to solar panel + battery installs. SolarCity has detailed it in some of their more recent town halls[2]. 1. http://fortune.com/2015/08/10/tesla-grid-battery/ http://fortune.com/2015/08/10/tesla-grid-battery/ 2. http://www.ustream.tv/recorded/87401050 http://www.ustream.tv/recorded/87401050