Tesla releases the home battery energy wall.

Tesla releases its latest energy storage product.

Tesla recently released a home battery energy wall: software that contains rechargeable lithium batteries, liquid heat control systems, and instructions for solar inverters. Its essence is rechargeable lithium batteries that store energy in residential homes. The purpose is to achieve transfer load, power backup, and solar power self-sufficiency. The energy wall can be matched with a Tesla car, storing low power or solar energy to charge an electric car. At the same time as household energy storage products, commercial batteries are also announced. They consist of multiple battery modules with a capacity of 100 kilowatt-hours. They can be integrated and applied to projects of 500 kwh-10 mwh or more, providing 2 to 4 hours of continuous electricity in the event of a power outage. The purpose is to maximize on-site clean energy consumption, optimize the allocation of power resources, improve power quality, transfer peak power load, and store power at low prices.

Tesla household energy storage products are priced and can be delivered quickly

The home battery energy wall consists of a 10kWh version and a 7kWh version, which are priced at 3500 and 3,000 US dollars, respectively, and are priced reasonably. Each home energy wall has 888 batteries, which use the same architecture, battery management systems and technology as the Model-S batteries and will be produced at Tesla's Giga-factory. Energy storage products can be delivered in North America and Europe in the summer of 2015, and Asia will be delivered in the first quarter of 2016.

The current storage energy accounts for about 6 % of the demand for lithium batteries, and the development speed in the future is fast.

In 2013, the global demand for lithium batteries was about 36GWh, and the storage capacity accounted for 6 %, about 2.2 GWh. Lithium battery applications in energy storage increased nearly tenfold from 2009 to 2013. In the future, industrial energy storage will include smart power grids, mobile base stations, etc.. The future development of household energy storage and steady power output as uninterruptible power supply is also very broad.

The supply of Chilean salt lakes was suspended due to floods, and demand for lithium downstream continued to grow and prices rose.

Heavy rains and floods in Chile's Atacama region have led to the suspension of production at the SQM Maria Elena mine. SQM2014 lithium production of 39,500 tons(nearly 30 % of the global share); Rockwood produces about 25,000 tons(about 17 %) of lithium carbonate in the area. The flood caused the enrichment difficulty of lithium in brine extraction, and it is expected that the gap between supply and demand will increase. The price of lithium brine mine will continue to increase, and lithium mine companies will benefit. Recommended attention: Tianqi Lithium, Yahua Group, * ST Luxiang, Zhonghe Shares, Qifeng Lithium Industry.

Risk tips:

Tesla's energy storage products were less than expected, and the impact of the Chilean floods on the supply of lithium in salt lakes was not expected.

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