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Exclusive Interview: Tesla Energy - The Tidal Wave Ready to Break ⚡️
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Rho Motion: https://rhomotion.com/
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00:00 - Iola Hughes and Rho Motion
1:13 - BESS Applications and Software Side
4:55 - Behind/Front of Meter
5:48 - Replacing Peaker Plants
7:50 - Inflation Reduction Act: ITC vs. PTC
11:46 - IRA Impact on Tesla
12:39 - Any Limits for Tesla Earning Credits?
13:16 - Numbers Getting Out of Hand
14:28 - Importance of IRA Transfers
15:18 - IRA Standalone Clause Impact
17:04 - Tesla's Next Market: China
20:10 - Short vs. Long Duration
22:54 - IRA Credit Impact on TSLA Financials
24:38 - Global Incentive Programs Like IRA
28:50 - Don't Sleep on These Markets
30:50 - Biggest Industry Challenges
32:35 - Argument for Legacy Systems
33:46 - Tesla's Next Megapack Factory
35:22 - What Insiders Think About Tesla
37:35 - US Market Size
38:37 - Iola Predicts Winners
40:17 - Tesla's Challenges in China
41:17 - Chemistries and What Tesla Needs to Do
49:27 - BYD Rumor
49:54 - Why Tesla Isn't Making LFP Yet
50:38 - What Iola is Most Excited For
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*Disclaimer: I was a financial advisor with Edward Jones for a number of years. That said, I am not your financial advisor so please always do your own research and do not base your investment decisions on my videos alone.
#TeslaEnergy #TeslaMegapack #Tesla
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