🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
- Australia’s first eight-hour grid battery uses 144 Tesla Megapacks.
- XPeng is seeking licensees for autonomous-driving and smart-cockpit technology, contrasting with Tesla’s still-unannounced external FSD customer.
- Tesla will operate public Megachargers at three new Forum Mobility truck depots in California.
- TSLA last closed at 364 dollars and 27 cents, down about 0.53 percent on Friday.
🔗 Sources
- XPeng shops its self-driving tech to automakers
- 144 Tesla Megapacks power Australia’s first 8-hour grid battery
- Tesla to run public Megachargers at three Forum Mobility Semi depots
📄 Full Transcript
Good morning, this is your Tesla Daily Update for Sunday, September twentieth, twenty twenty-six.
Because United States markets are closed for the weekend, today's edition focuses on the latest verified developments from Friday and the most recent trading session.
First, Tesla's energy business has reached a notable milestone in Australia. The new Limondale battery project in New South Wales uses one hundred forty-four Tesla Megapacks. According to Electrek, it is Australia's first grid battery designed to discharge for eight hours, compared with the two-hour duration common across much of the market. The project highlights a strategic role for Tesla beyond passenger vehicles: supplying long-duration storage that can help grids absorb renewable energy and deliver it when demand rises.
Second, Chinese electric vehicle maker XPeng is seeking customers for its self-driving and smart-cockpit technology. The company is reportedly discussing licensing with automakers, suppliers, and software businesses, building on its existing relationship with Volkswagen. Tesla has promoted a similar licensing opportunity for Full Self-Driving for years, but has not announced a major outside automaker as a customer. The contrast is important because software licensing could become a high-margin business, while also testing which companies can earn trust from industry partners.
Third, Tesla's heavy-truck charging network is beginning to expand through partnerships. Forum Mobility says Tesla will operate public Megachargers at three new California truck depots. Forum also has reservations for more than three hundred thirty Tesla Semis. If the sites open as planned, they could support broader commercial adoption without requiring every location to be owned by Tesla.
Looking at the market, Tesla shares last closed on Friday, September eighteenth, at three hundred sixty-four dollars and twenty-seven cents. That was down one dollar and ninety-three cents, or about zero point five-three percent, from Thursday's close. The move was modest, so investors will likely focus on execution: Megapack deployment, charging infrastructure, autonomy partnerships, and the pace at which announced products become operating businesses.
The larger picture is mixed but constructive. Energy storage and heavy-duty charging show tangible infrastructure progress. At the same time, the licensing comparison with XPeng reminds investors that technical ambition must translate into external customers and repeatable revenue.
That's all for today's Tesla update. Thank you for listening, and stay tuned for the next edition.