7月18日，美国新能源公司Intersect Power公告，到2030年，特斯拉将为Intersect Power的太阳能+储能项目组合提供15.3 GWhMegapacks电池储能系统。
签约订单中，近10 GWh的储能系统将会被用于Intersect Power在加利福尼亚州和德克萨斯州的四个项目，预计将于2027年底投入运营，其中包括美国最大的储能项目。剩余的 Megapack 将用于Intersect Power后续的太阳能+储能项目，项目将于2028年-2030年上线。
此前，特斯拉已为Intersect Power太阳能+储能项目提供了2.4GWh 的Megapacks储能系统，项目正在有序建设中。
公开信息显示，2024年一季度，特斯拉储能产品装机量达到创纪录的4.1GWh，储能业务毛利同比增长140%，是特斯拉增速最为迅猛的业务之一。二季度储能产品装机量达到9.4GWh，环比增长约132%，再创单季度装机量的新纪录。目前特斯拉储能产品销售至全球超过65个国家和地区，2023年全年装机量为14.7吉瓦时。
此次储能系统签约规模已达15.3GWh储能系统，规模已超过2023年全年装机，相信能够为特斯拉未来储能系统业务增长再添动力。
公告原文如下：
TESLA PROVIDES INTERSECT POWER WITH 15.3 GWH OF MEGAPACKS FOR SOLAR + STORAGE PROJECTS
Lathrop, CA – July 18, 2024 — Tesla and Intersect Power today announced a contract for 15.3 GWh of Megapacks, Tesla’s battery energy storage system, for Intersect Power’s solar + storage project portfolio through 2030. This agreement, when combined with previous commitments, make Intersect Power one of the largest buyers and operators of Megapacks globally with nearly 10 GWh of large-scale energy storage expected to be deployed by the end of 2027.
Tesla has previously supplied Megapacks for Intersect Power’s Base Portfolio of solar + storage facilities totaling 2.4 GWh in operation or under construction. Intersect Power plans to utilize over half of this new order of Megapacks for four projects in California and Texas expected to achieve operations by the end of 2027, including what will be some of the largest battery installations in the country. The balance will be utilized in Intersect Power’s subsequent portfolio of solar + storage facilities, coming online in 2028-30.
“Intersect continues to be an exceptional partner, and their development expertise combined with the plug-and-play nature of Tesla’s vertically integrated technology enables the speed and scale needed to enhance grid resilience and support greater renewables integration,” said Mike Snyder, Senior Director of Tesla Energy.
“No one in the market can match Tesla’s depth of experience in storage technology,” said Sheldon Kimber, CEO of Intersect Power. “This partnership is the foundation of one of the largest and fastest growing storage portfolios in the country here at Intersect Power. This storage franchise is the perfect complement to our multi-billion dollar expansion of renewable generation that is expected to more than triple the size of our company over the next three years.”
Intersect Power develops, owns, and operates some of the country’s largest and most flexibly dispatched Battery Energy Storage Systems (BESS) at the company’s solar + storage facilities in Texas and California. The Megapacks to be installed at the Intersect Power projects are scheduled to be delivered in 2025 and 2026 and will be produced in Tesla’s Megafactory in Lathrop, California.
Intersect Power has 2.4 GWh of Tesla Megapacks in operation or under construction. This includes 1 GWh in operation at the Oberon solar + storage facility and 448 MWh in operation at the Athos III solar + storage facility in California. Intersect Power is currently installing the additional 1 GWh of Tesla Megapacks at its Radian and Lumina solar + storage facilities in Texas, which will be fully operational within the year.