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Tesla Solar + Powerwall more than covers monthly payment after a week of VPP events

Credit: Mark Gillund

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Tesla owner Mark Gillund of Sacramento, California, will not be paying out of pocket for his solar and battery system’s monthly payment this month. This was because his home is part of Tesla’s California Virtual Power Plant (VPP), which has been providing backup power to the grid as the state continues to deal with challenges brought about by the recent heatwave. 

Mark Gillund placed his order for a Tesla Solar + Powerwall system in June last year. By the second week of August 2021, his solar panels and batteries were installed, though the homeowner had to wait until early September 2021 before the system was actually turned on. The setup was quite impressive, with its 12.24 kWh solar array, three Tesla Powerwall batteries, and two inverters. This, Gillund believed, would be a good way to reduce his home’s typical power bill, which hits about $650 per month during summer. 

The benefits of the solar panels and Powerwall batteries were immediately evident, with the Tesla owner noting that his home’s power charges dropped to just the $10 minimum every month. Thus, when Tesla launched its California Virtual Power Plant, the Powerwall owner promptly opted in. With the rollout of the program’s $2 per kWh incentive, joining the California VPP made even more sense. 

With California dealing with a serious heatwave, the state’s grid has seen its own fair share of challenges as of late. Tesla’s California Virtual Power Plant promptly went to work, providing the grid with backup renewable energy as needed. Lastbulb’s VPP tracker suggests that there are now over 4,600 homes that are participating in the California Virtual Power Plant, and so far, the system has provided about 577 MWh of energy to the state’s grid. 

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Gillund’s Tesla Solar + Powerwall system participated in the recent VPP events, sending 35 kWh back to the grid during the September 9 event alone. Overall, the homeowner’s solar and battery system had sent a total of 255 kWh during the ongoing heat wave. This meant that the system had been able to earn $510 in compensation with just a week’s worth of VPP events. This was more than enough to cover the monthly payment of Gillund’s entire solar and battery system. 

As mentioned by Gillund to Teslarati, the monthly fee for his Powerwall and solar loan is $400. This meant that as long as his home sends over 200 kWh of power to the grid, the system could effectively pay for itself. In a way, this is pretty much the cherry on top for the homeowner, as his Powerwall and solar system had actually been cash positive so far. 

Gillund was fortunate enough to receive a $14,000 tax credit for his solar and batteries, so he’s still paying for the system’s monthly fees with that amount. The earnings of the system through his home’s participation in the California Virtual Power Plant could then be considered an extremely welcome extra. It could also be proof that Tesla CEO Elon Musk was really onto something when he noted that renewable energy solutions could effectively become a money printer of sorts. 

Check out Gillund’s insights on the CA VPP in the video below. 

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Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Cybertruck

Tesla Cybertruck driver gets pickup seized for ‘legitimate concerns’ in UK

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A Tesla Cybertruck driver in the United Kingdom had their all-electric pickup seized by local police in the Greater Manchester area after the department cited “legitimate concerns.”

Last Thursday, police saw the pickup on the roads and decided to pull the driver over. Greater Manchester Police said:

“Whilst this may seem trivial to some, legitimate concerns exist around the safety of other road users or pedestrians if they were involved in a collision with the Cybertruck.”

The Cybertruck in question was, according to the BBC, registered and insured abroad and was confiscated. The driver, who is a UK resident, was reported.

The Greater Manchester Police Department then added:

“The Tesla Cybertruck is not road-legal in the UK and does not hold a certificate of conformity.”

The Cybertruck cannot be legally driven in the UK because it has no UK Type Approval for operation in the country. This is due to some safety concerns, which are related to its angular shape and design. The stainless steel exoskeleton has sharp edges and projections that violate UK/EU rules on pedestrian protection.

Tesla has considered creating what it referred to as an “international version” that would be approved for operation in Europe. However, there has been no real movement on that front by the company, as it has been focused on the Robotaxi rollout primarily.

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Apple is developing the missing link for Tesla to get CarPlay: report

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Credit: Michał Gapiński/YouTube

A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.

Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.

A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.

CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.

Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:

The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.

Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.

This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.

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Investor's Corner

Tesla deliveries get a big boost in expectations from Wall Street

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Credit: Tesla

Tesla deliveries got a big boost in expectations from Wall Street firm Goldman Sachs, who believes the company will report some stronger-than-expected numbers when the second quarter comes to an end in the coming weeks.

Goldman Sachs has raised its vehicle delivery forecast for Tesla (NASDAQ: TSLA) in the second quarter of 2026, signaling growing confidence in the electric vehicle leader’s near-term momentum despite mixed market signals. Analyst Mark Delaney lifted the bank’s Q2 estimate to 420,000 units from a previous 405,000, surpassing the Visible Alpha consensus estimate of 400,000.

The upward revision stems from stronger-than-expected sales data across key regions. Europe stands out with projected year-over-year growth of 85-90 percent, driven by robust demand for Tesla’s Model Y and refreshed offerings. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. These gains help offset mid-teens declines in U.S. deliveries through May, where broader EV market headwinds and competition persist.

Goldman extended its optimism to the full year, increasing its 2026 delivery projection to 1.73 million vehicles from 1.72 million. Longer-term forecasts remain unchanged, with 1.88 million units expected in 2027 and 1.96 million in 2028. The bank also nudged its 2026 earnings-per-share estimate higher to $1.35 from $1.30, reflecting anticipated margin benefits from higher volumes and operational efficiencies.

Despite these positive adjustments, Goldman maintained its Neutral rating and $375 price target on Tesla shares. At current trading levels near $411, the stock sits about 8-9 percent above the target, highlighting ongoing valuation concerns even as delivery momentum builds. Tesla’s Q1 2026 deliveries totaled 358,023 units, setting a baseline for recovery expectations in the current period.

Tesla reports Q1 deliveries, missing expectations slightly

This update arrives as Tesla prepares to report official Q2 figures shortly after June 30. Investors and analysts will closely watch not only headline delivery numbers but also regional breakdowns, average selling prices, and progress on energy storage deployments and autonomous technology initiatives.

The move by Goldman Sachs underscores a broader narrative for Tesla: while legacy auto markets face softening demand and tariff uncertainties, Tesla’s global footprint and product pipeline provide resilience. Europe’s surge reflects pent-up demand and policy support for EVs, while China’s steady growth highlights Tesla’s competitive positioning against local rivals.

Tesla still has its work cut out for it, including U.S. price sensitivity and intensifying competition. Yet Goldman’s revision adds to a series of analyst notes suggesting Q2 could mark a turning point. As Tesla pushes toward higher production rates at facilities in Fremont, Shanghai, and Berlin, sustained execution will be key to validating these higher forecasts.

We have said numerous times that deliveries are becoming a less important metric in the grand scheme of things, as AI truly takes precedence in the company’s thesis.

For Tesla bulls, the Goldman note reinforces faith in underlying demand trends. For skeptics, the unchanged rating serves as a reminder that delivery beats alone may not immediately resolve valuation debates in a high-interest-rate environment. Tesla’s stock reaction will likely hinge on the official numbers and management commentary in the coming weeks.

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