TSLA — Australia Novon 12th Megapack Deal · Combined 2GW+ · Goyder Doubled
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Per Sawyer Merritt: Australia Novon partners with Tesla on 12th Megapack battery project · combined capacity over 2GW · Goyder battery project doubled to 454MW/1,814MWh.
Project Details
Today from Sawyer Merritt:
**Novon-Tesla Partnership**
- 12th Megapack battery project (total collab count)
- Combined capacity: over 2GW
- Australia battery market
**Goyder Project Expansion**
- Existing Stage 1: 227MW / 907MWh
- Including expanded Stage 2: 454MW / 1,814MWh
- Size doubled · substantial project scale
Novon Background
Novon is Australian renewable energy developer · one of Tesla Megapack's large customers. 12th collab signals (1) sustained partnership, (2) Tesla Megapack performance validated, (3) Tesla leadership confirmed in Australian battery-storage market.
Combined With Recent Tesla Energy
Recent Tesla energy flow:
- **7/25**: Tesla energy storage Q2 avg $232.3/kWh · -20% YoY (competition intensifies)
- **7/29**: AZ 509 MW + TX 140 MW solar - two deals in a day
- **Today**: Australia Novon 12th Megapack · 2GW+
Tesla combining (1) energy storage sales (Megapack), (2) solar/storage own purchases, (3) international large-project expansion on multi-axis.
Meaning of 2GW+
2GW = scale of 2 nuclear plants · very large in battery-storage market. Novon-Tesla reaching 2GW+ at 12th collab signals:
1. Tesla Megapack established as standard for Australian renewable axis
2. Repeat customer (Novon) trust converts to substantive revenue
3. Tesla core partner in Australian energy-transition policy
Counter-view
(1) With energy storage kWh price -20% YoY declining, volume growth must offset revenue decline, (2) Chinese battery makers (CATL/BYD) also expanding to Australia · competition intensifies, (3) 12th collab revenue size and margin detail unknown.
Watch Next
(1) Goyder Stage 2 completion timing, (2) partnerships with other Australian renewable developers, (3) Asian/European battery-storage market expansion, (4) energy-segment revenue/margin in next earnings.
Sources & further reading
See the body and ticker IR links for sources on this note.
Related Guides
Related articles
Anthropic's $120.5B SpaceX Compute Deal: What the 90-Day Exit Clause Means After the 'Mid-2027' Report
Anthropic's S-1/A caps SpaceX compute at $120.5B with a 90-day exit after early 2027. What the 'mid-2027' report adds and what remains unconfirmed.
35,578 Open Grok Build Apps: What Claroc Measured and What SpaceXSI Disputes
SpaceXSI's Grok Build: Claroc says 35,578 published apps opened with no sign-in. What was measured, what SpaceXSI disputes, and open questions.
Starship Flight 15 Explained: SpaceX's First Attempt to Catch Both Stages, What Is Confirmed and What Investors Should Watch
SpaceX says Starship Flight 15 is preparing to launch as soon as Friday, November 13, 2026, pending regulatory approval, on the first plan to catch both Super Heavy and the Starship upper stage. The 75-minute window opens at 4:45 p.m. CT. This note separates confirmed facts, company plans, secondary reports, and open questions. It is not a buy, a sell, or a share-price call.
Disclaimer
This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.