Why Tesla's Most Reliable Revenue Stream Are Large Scale Battery Sale

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Forbes

Business News, News, Entrepreneurship, Business

4.8 • 6 Ratings

🗓️ 28 March 2026

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

Forbes Senior Editor Alan Ohnsman sat down with Forbes Talks to discuss Tesla’s strategic pivot toward its rapidly growing battery storage and energy business. Ohnsman explains the company's significant challenges in the electric vehicle market, including falling global sales and increased competition from Chinese rivals like BYD. 00:00 Tesla’s Rocky Start To 2026 And The Shift To Batteries 02:41 Dominating The United States Stationary Storage Market 04:57 Leveraging Manufacturing Power For Solar And Energy 08:02 The Legacy Of SolarCity And The Failed Solar Roof 11:00 Challenges Of Scaling To One Hundred Gigawatts 12:34 Replacing Lost Revenue From EV Sales And Tax Credits 14:13 Future Outlook For New Battery Plants And Chemistries Read the full story on Forbes: https://www.forbes.com/sites/alanohnsman/2026/03/12/teslas-best-growth-story-isnt-robotaxis-its-batteries/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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0:46.1	remember. A woman of substance on Channel 4. Stream now. Hi everybody. I'm Brittany Lewis, a breaking news reporter here at Forbes.
0:57.5	Joining me now is Alan Oansman. He's a Forbes senior editor and author of the current climate newsletter.
1:03.2	Alan, thanks so much for coming back on.
1:05.6	Hey, Brittany, great to be with you.
1:07.1	You're reporting on a bright spot for Tesla, which comes out a really good time for the company because it had a really rocky start to 2026.
1:14.5	Global sales were down again year over year.
	...

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