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Energy storage is having a moment, and the numbers show it. Tesla's ramping up in a big way—a third Megapack factory is slated to fire up near Houston sometime in 2026. The new Megapack 3 and Megablock lineup will handle 50GWh annually, which is substantial considering where the industry was just a few years back.
What's interesting here isn't just the capacity number. It's the acceleration itself. Adding another production hub signals the market demand is real, not hype. As grid infrastructure evolves and renewable energy adoption picks up globally, these kinds of bottleneck-breaking expansions matter. Whether you're tracking infrastructure plays or just watching where the energy sector's headed, this is worth noting.