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.