How Tesla can turn energy into a nearly $200 billion business



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Elon Musk’s plan to make Tesla a major solar producer could make its energy business $50 billion more valuable, according to Morgan Stanley. But the company is going to need to spend aggressively to achieve its goal.

Musk said on a recent earnings call that Tesla

TSLA would seek to build 100 gigawatts of solar-cell production capacity over the next few years. The Tesla CEO added that the company would be involved across the “entire supply chain, from raw materials to finished solar panels.”


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