Tesla Energy, Megapack Demand & Solar Manufacturing Plans

Q3 energy deployments were 13.7 GWh while storage revenue fell 16% to $2.9B; the 33.1% gross margin partly benefited from tariff refunds and warranty adjustments. Musk says Megapack orders are nearly sold out through 2027, but backlog, timing, and margin durability remain uncertain. Project Crystal Sun targets are long-dated projections rather than near-term earnings evidence.