Dive Brief:

• Tesla, in a shareholder letter, said it delivered 25 MWh of energy storage to customers of four continents in the first quarter.
• Tesla also said it delivered over 2,500 Powerwall residential storage devices and nearly 100 Powerpack storage devices for commercial customers.
• Tesla has also acknowledged that demand is also causing delivery delays with its Powerwall storage device.

Dive Insight:

Since unveiling its Powerwall residential storage device about one year ago, Tesla has managed to stir up the market for energy storage.

Competitors such as Sonnen and Orison have jumped into the market to challenge Tesla, as the company has made a steady stream of announcements regarding pricing, alliances and production plans.

Now, one year after the launch, the Palo Alto, California, company says it is seeing strong sales of Powerwall devices. At the same time, Tesla acknowledges that demand is leading to delivery delays.

Electrek reports that many Powerwall customers in North America have received letters apologizing for delays in in-home consultations for the devices. The original scheduled called for those consultations to happen from late May through June. That schedule has been expanded from mid-May to the end of July. The schedule calls for Northern California customers to be contacted first, followed by Southern California customers and then by customers outside California.

To help meet growing demand, Tesla in the fourth quarter shifted Powerwall production to its “gigafactory” in Nevada.