Tesla’s energy business deployed more batteries in Q3 2026 but brought in less money. Energy generation and storage revenue fell 16% year-over-year to $2.88 billion, even though storage deployments rose 10% to 13.7 GWh.

Tesla’s shareholder letter blames the drop “partially” on “tariff-related customer refunds.” It doesn’t say how much it refunded, to which customers, or why it was accounted for as reduced revenue.

Tesla has turned on Powershare Home Backup for the Model 3 and Model Y, which means its two volume cars can now send power back into a house during an outage. Until today, the Cybertruck was the only Tesla that could do it.

There are limits. You need a Powerwall 3, and Tesla only guarantees the feature on cars ordered since October 1. For years, Ford and GM have been selling EVs that can back up a home.

Tesla’s planned solar factory in Texas has landed in the middle of a US patent lawsuit between two Chinese solar equipment makers, both chasing the ingot-growing furnaces Tesla needs to hit its 100 GW goal.

Linton Crystal Technologies, a Rochester, New York company wholly owned by China’s Dalian Linton, sued Zhejiang Jingsheng in a Texas federal court last week. Chinese industry reports say Jingsheng won a roughly 3 billion yuan (about $420 million) Tesla order for crystal pullers earlier this year.

Australia just switched on its longest-duration grid battery, and it runs on 144 Tesla Megapacks.

RWE’s Limondale battery in New South Wales can discharge for a full eight hours — four times longer than the two-hour batteries that dominate the Australian grid. It’s the first project of its kind in the country.

Tesla has started building its next-generation Megapack 3 grid battery, with the first units rolling off the line at the company’s new Megafactory in Brookshire, Texas.

The plant went from groundbreaking to production in 16 months and is designed to build 50 GWh of Megapack 3 a year. That’s the version Tesla says packs roughly 28% more energy into the same footprint as the Megapack it replaces.

Tesla has signed a long-term deal to buy 90% of the output of Project Sterling, a big solar and battery plant going up in Arizona.

The project pairs 509 MW of solar with a 360 MW battery, and it’s being built by ContourGlobal, the power producer owned by private equity firm KKR. It’s expected online in 2028.

Tesla has signed a long-term power purchase agreement to buy the entire output of a 140-MWac solar farm being built in northeast Texas.

The plant, called Lumen Farm, is being developed by Zelestra, an EQT-backed renewable developer. Construction is expected to start in 2027, with the farm going online in 2029.

A Tesla solar customer went to pull up their lease agreement in their Tesla account this month and found something other than a contract waiting for them: the Book of Enoch, an ancient apocalyptic text about fallen angels.

Not a scanned copy of their agreement. Not an error page. The full text of a roughly 2,000-year-old religious book, sitting exactly where their legally binding solar lease was supposed to be. Electrek confirmed it.

Tesla has launched Tesla Home, a home energy management platform powered by an AI engine called Opticaster that it says makes “hundreds of decisions” a day about when to store and use electricity to lower your bill.

However, it’s not an entirely new product as Electrek has been reporting on Tesla’s Opticaster for 5 years.