Tesla(US:TSLA) 起点锂电·2025-09-17 10:14Group 1 - Tesla is recalling its Powerwall 2 energy storage products in Australia due to multiple fire reports, although there have been no injuries reported. The recall affects units sold between November 2020 and June 2022, and Tesla is notifying users through its app [2] - The Powerwall 2 has a capacity of 14 kWh and was launched in 2016. Tesla is currently replacing the recalled batteries for free and considering compensation for users' energy savings losses [2] - Tesla's energy storage business includes the Powerwall for residential use and the Megapack for larger applications, with a focus on transitioning from nickel-cobalt-manganese batteries to lithium iron phosphate (LFP) batteries for safety and cost reasons [2][3] Group 2 - The new Powerwall 3 was launched in September 2023, featuring LFP batteries and a design change from cylindrical to prismatic cells, along with a shift from liquid cooling to air cooling [3] - The Megapack 3, set to begin production in late 2026, will utilize a new 2.8 MWh LFP battery, increasing capacity from the previous version. The new factory in Houston will have an annual capacity of 50 GWh [5] - Tesla is expanding its role from a system integrator to a battery cell manufacturer due to insufficient domestic LFP battery production in the U.S. To secure supply, Tesla has signed a $4.3 billion procurement contract with LG Energy Solution and is building its own production facilities [5]