From Quartz: Tesla’s most disruptive product may not be its cars

Dougherty & Company analyst Andrea James (who has a buy recommendation on shares of Tesla) mentions grid storage, military operations and unmanned aerial vehicles as potential future applications for the batteries. “In our view, Tesla has always essentially been in the cell business,” she said in a note.

Morgan Stanley, which also is bullish on the stock, is even more ebullient. “We are witnessing the most disruptive intersection of manufacturing, innovation and capital experienced by the auto industry in more than a century,” gushed analyst Adam Jonas in a note. “Tesla may be in position to disrupt industries well beyond the realm of traditional auto manufacturing. It’s not just cars.”

It’s too early yet for me to think that Tesla is going to dominate the battery business and its been known for quite some time that lithium batteries are big business. But the higher level thought I have on this is that Tesla isn’t doing anything amazing or quickly. They are making good decisions and moving deliberately while the industries and companies of old are just watching it unfold seemingly unable to do anything about it.

Why isn’t GM or Samsung building a battery plant? Why isn’t Nissan rolling out a Supercharger network? Why is BMW’s i8 a golf cart with a sub 20 mile range when it is electric only?

FTC: We use income earning auto affiliate links. More.


Subscribe to Electrek on YouTube for exclusive videos and subscribe to the podcast.

You’re reading Electrek— experts who break news about Tesla, electric vehicles, and green energy, day after day. Be sure to check out our homepage for all the latest news, and follow Electrek on Twitter, Facebook, and LinkedIn to stay in the loop. Don’t know where to start? Check out our YouTube channel for the latest reviews.

About the Author