Tesla deliveries best Wall Street guesses alongside second-best energy quarter

teslarati.com Oct 2, 2026

Tesla deliveries best Wall Street guesses alongside second-best energy quarter

Curated by Shubham · TechCapsules · Oct 2, 2026

AI-summarised brief · reviewed before publication

Tesla reported Q3 deliveries of 486,532 vehicles, surpassing the Wall Street consensus of about 462,000 and outpacing its own production of 464,391 units. The figure marks the company’s third‑best delivery quarter ever, trailing only Q3 2025 and Q4 2024, despite a 2.1 % dip from the prior year. Tesla’s energy segment deployed 13.7 GWh of storage, the second‑largest quarterly haul in its history and nearly double the 6.9 GWh delivered in Q3 2024. The energy deployment represents a ten‑fold increase since Q3 2021. Following the report, Tesla shares rose 5.07 % to $372.06, an uncommon positive market reaction to a delivery beat.

💡 Why It Matters

· The dual strength in vehicles and energy storage shows Tesla’s expanding revenue streams beyond cars, reinforcing its position as a diversified clean‑tech leader.

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Santee Cooper’s New Energy Plan is Bad News for South Carolina Customers

Santee Cooper’s latest long‑range plan, filed with state regulators on October 1, 2026, shifts focus from renewable energy to new gas plants and delays coal retirements, citing rising demand from large customers such as data centers. The plan postpones solar investments until 2052, eliminates a 1,500‑MW 2030 target, and pushes the Winyah coal plant retirement to 2034. Analysts note that renewables remain the most cost‑competitive option, while a global gas turbine shortage drives higher costs. The shift has sparked criticism from environmental groups and local stakeholders.

💡 The decision to favor costly gas infrastructure over affordable solar threatens to raise consumer rates and undermine South Carolina’s climate commitments, directly affecting households and businesses that rely on reliable, low‑cost electricity.

nationthailand.com · Oct 2

Thailand and Airbus Partner to Elevate Space and Clean Aviation

Prime Minister Anutin Charnvirakul met with Airbus executives on 2 October 2026 to expand cooperation beyond commercial aviation into space technology, workforce training, and clean energy. He invited the European manufacturer to deepen investment, accelerate technology transfers, and adopt Thai‑produced Sustainable Aviation Fuel (SAF) derived from local agricultural feedstocks. Airbus agreed to establish a Centre of Excellence in Thailand, linking local institutions with its global network to train engineers and technicians. The partnership also aims to broaden existing space and defence collaborations, enhancing Thailand’s domestic satellite and space technology ecosystem.

💡 By integrating SAF into the aviation supply chain, Thailand can reduce carbon emissions while creating high‑value export markets for farmers, positioning the country as a regional clean‑aviation leader.

techcrunch.com · Oct 2

World’s first enhanced geothermal power plant completed in just 23 months

Fervo Energy announced that its Cape Station enhanced geothermal plant began selling electricity to the grid on September 30, a day ahead of schedule. The 100‑megawatt facility, now online for the first third of its capacity, was built in 23 months from groundbreaking, setting a record for the industry. The plant can potentially scale to 4 GW, and key buyers include Google and Southern California Edison. Fervo’s rapid development follows its 2017 founding and a $1.9 billion IPO.

💡 The plant’s swift commissioning demonstrates that deep‑well geothermal can deliver power faster than traditional renewables, offering a scalable, low‑carbon option for data‑center operators and other high‑demand users.

cleantechnica.com · Oct 2

Texas PUC Greenlights Coal Plant Closure & Renewables Construction, Saving Millions of…

The Texas Public Utility Commission approved Southwestern Public Service Company’s plan to shut the Tolk coal plant near Lubbock and replace it with renewable generation and battery storage. The decision also authorizes two new gas‑peaker facilities with capped costs. The renewable package includes 1,100 MW of wind, 322 MW of battery storage and 189 MW of solar, enough power for roughly 375,000 homes in Texas and New Mexico. Closing Tolk, which used 1.2 billion gallons of groundwater in 2024, will save millions of gallons annually and eliminate the plant’s 2025 emissions of 3.2 million tons of CO₂, 5.4 million pounds of nitrogen oxides and 15.5 million pounds of sulfur dioxide. The move follows a 2020 agreement with the Sierra Club and accelerates an earlier retirement target of 2029.

💡 By swapping a water‑intensive coal plant for wind, solar and storage, Texas secures a reliable power supply while preserving a dwindling aquifer. The decision also eliminates thousands of tons of pollutants, delivering immediate health benefits to rural communities.

cleantechnica.com · Oct 1

U.S. Electricity Use For Electric Vehicles Increasing At A Slower Pace In…

The U.S. Energy Information Administration reported that light‑duty electric vehicles consumed 8% more electricity in the first half of 2026 than in the second half of 2025, a slowdown from the 13–24% growth seen in recent years. The decline follows the expiration of federal tax credits in September 2025, which coincided with a 19% drop in new electric‑vehicle sales. Total electricity use by electric vehicles in 1H26 reached nearly 14 billion kWh, more than double the 1H23 level. The data exclude internal‑combustion and other non‑grid‑connected vehicles.

💡 The slowdown signals that incentives still drive adoption, but without them sales and grid demand plateau. This shift may influence future infrastructure planning and policy decisions for electric‑vehicle expansion.

cleantechnica.com · Sep 29

BAIC-Foton Debuts “Cavan Beacon” Freight Truck in Hannover

At IAA Transportation 2026 in Hannover, BAIC‑Foton unveiled the Cavan Beacon, a modular heavy‑duty truck capable of battery‑electric, battery‑swap, compressed gas, and liquid hydrogen power. The 800‑volt architecture supports 1.44‑MW charging, allowing a 20‑80 % charge in 18 minutes and a 600‑km electric range. The truck features a 0.28 drag coefficient, 22 driver‑assist functions, and a sleeper cab with 420 L storage. BAIC‑Foton also announced plans for European assembly plants, a local engineering center, and full sales coverage by 2028.

💡 The Beacon’s plug‑and‑play power‑module design could set a new standard for long‑haul electrification, reducing charging times and expanding fuel‑type flexibility. By committing to local assembly and a dedicated EU engineering hub, BAIC‑Foton signals a shift from export‑only to integrated European production, potentially reshaping the continent’s commercial‑vehicle supply chain.