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It's going to be very interesting to see how this impacts global battery supply pricing. Will external factors (limited supply of raw materials for example) limit the impact to Tesla only, or will having a huge consumer of batteries leave the market open up supply to the point that prices drop dramatically?

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It seems that is the goal and intent: to increase both the supply and demand of batteries, infrastructure will improve, commoditization will increase, and prices will be driven down.

While it may be a profitable business in itself, Tesla does not seem to be targeting battery sales as its primary revenue source of the future. Instead, their stated and apparent goal is to sell many more electric vehicles once the cost of production reaches an inflection point where an electric drivetrain is cheaper to produce than an internal combustion one.

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