Energy Business Expansion: Megapack, Solar, and Utility Deals

Record Q2 13.5 GWh energy storage. Megapack 3 production started. $10.1B solar cell factory planned (Project Crystal Sun). Puerto Rico gets a DOE-backed 430 MW Megapack project. Solar and batteries dominate new US power plants in H1 2026 (8.2 GW battery storage). FCC bans and Section 232 floors on solar imports could impact economics, but vertical integration aims to mitigate. A new article reinforces that Tesla's biggest opportunity lies in energy, robotaxi, and Optimus, with a $364 price target and buy rating. Tesla's battery recycling recovers >90% of key metals, with 3,307 tons processed in Nevada and scaling in Texas.