No it isn't. Look at year over year. They have massive demand they can't deliver. Quarter over Quarter grid storage is very depended on when project finish. >

No it isn't. Look at year over year. They have massive demand they can't deliver. Quarter over Quarter grid storage is very depended on when project finish. > Battery storage is a competitive, commodity business. No isn't. There is really not that much Li-Ion grid storage being deployed right now and not by that many companies. That market is growing fast. > Not sure how huge it will be. The amount of needed grid storage is gigantic. Edit: Elon just said on the call that they are massively limited on production. Partly because of the chip issue, same chips are used in the cars and the cars have higher margin. But cell supply is also limited. So the demand is growing but they can't increase production as fast.