

Energy
What is the cost of charging your Tesla using rooftop solar?
Following the announcement that Tesla has begun selling its Solar Roof tile, Model S and Model X owners, as well as Model 3 reservation holders, might be wondering how much of an investment would be required if one were to charge their Tesla through solar.
After all, Elon Musk’s grand vision for Tesla is to accelerate the transition to sustainable energy which he breaks down into a 3-pronged approach.
- First – convert all power generation to solar power. The company’s acquisition of SolarCity last year brings this into the fold and Tesla has already started to reshape the solar strategy since then.
- Second – store the energy. Tesla’s fundamental product is the battery pack which it has developed for vehicular, residential and commercial use. Battery storage units like the Powerwall and Powerpack store excess power generated through solar which can be used at a later time when sunlight isn’t available.
- Third – convert all transportation to electric (with the exception of rockets). Though Tesla is arguably best known for its fleet of electric cars, Must has said in the past that vehicles will represent a small portion of the overall business in the long run.
To determine the cost of solar for his home, Ben Sullins of Teslanomics uses his 5.12kW solar system that is comprised of 16 solar panels as a benchmark. It’s worth nothing that the solar system being referred to isn’t Tesla’s Solar Roof tile which isn’t available until later this year, but a traditional rooftop solar system using solar panels.
Because of the abundance of sunshine where Sullins lives, the system was designed to offset his total annual consumption of electricity. Looking at it from an month-to-month perspective, the system over produces electricity in the summer and under produces in the winter.
Those living in an area where their utility has a less than favorable net-metering agreement in place like Nevada, residential energy storage systems like the Powerall can store the power generated during the day for use at night.
The solar system Sullins mapped out in his video costs roughly $20,000 before factoring in a $6,000 federal tax credit. This takes the total out-of-pocket cost down to $14,000 for a system that will offset all of his electricity usage. Spreading this cost over the estimated 25-year life of the solar system and he’s paying approximately $47 a month for the system over its entire life.
Sullins notes that his annual cost of electricity was $2,300 before the solar installation which dropped to $10 a month which is a mandated connection fee for staying connected to the grid.
To better understand the portion of his utility bill that reflects energy used by his Tesla Model S, Sullins isolated the “super off-peak” usage (late night to early morning hours) as a percentage of the total cost which came out to 45%.
The total cost of his solar system is $10 for the monthly utility connection charge and $47 for the solar system, totaling $57 a month. Taking the percentage of the bill that represents the Tesla’s usage (45%) and he has a monthly cost of $26 for charging his Model S through solar.
There you have it. Installing a residential rooftop solar system can save Tesla owners a grip of cash by generating their own power. This effectively lets them drive on sunshine, leading to a truly zero-emissions driving experience.
Energy
Tesla Energy is the world’s top global battery storage system provider again
Tesla Energy captured 15% of the battery storage segment’s global market share in 2024.

Tesla Energy held its top position in the global battery energy storage system (BESS) integrator market for the second consecutive year, capturing 15% of global market share in 2024, as per Wood Mackenzie’s latest rankings.
Tesla Energy’s lead, however, is shrinking, as Chinese competitors like Sungrow are steadily increasing their global footprint, particularly in European markets.
Tesla Energy dominates in North America, but its lead is narrowing globally
Tesla Energy retained its leadership in the North American market with a commanding 39% share in 2024. Sungrow, though still ranked second in the region, saw its share drop from 17% to 10%. Powin took third place, even if the company itself filed for bankruptcy earlier this year, as noted in a Solar Power World report.
On the global stage, Tesla Energy’s lead over Sungrow shrank from four points in 2023 to just one in 2024, indicating intensifying competition. Chinese firm CRRC came in third worldwide with an 8% share.
Wood Mackenzie ranked vendors based on MWh shipments with recognized revenue in 2024. According to analyst Kevin Shang, “Competition among established BESS integrators remains incredibly intense. Seven of the top 10 vendors last year struggled to expand their market share, remaining either unchanged or declining.”

Chinese integrators surge in Europe, falter in U.S.
China’s influence on the BESS market continues to grow, with seven of the global top 10 BESS integrators now headquartered in the country. Chinese companies saw a 67% year-over-year increase in European market share, and four of the top 10 BESS vendors in Europe are now based in China. In contrast, Chinese companies’ market share in North America dropped more than 30%, from 23% to 16% amid Tesla Energy’s momentum and the Trump administration’s policies.
Wood Mackenzie noted that success in the global BESS space will hinge on companies’ ability to adapt to divergent regulations and geopolitical headwinds. “The global BESS integrator landscape is becoming increasingly complex, with regional trade policies and geopolitical tensions reshaping competitive dynamics,” Shang noted, pointing to Tesla’s maintained lead and the rapid ascent of Chinese rivals as signs of a shifting industry balance.
“While Tesla maintains its global leadership, the rapid rise of Chinese integrators in Europe and their dominance in emerging markets like the Middle East signals a fundamental shift in the industry. Success will increasingly depend on companies’ ability to navigate diverse regulatory environments, adapt to local market requirements, and maintain competitive cost structures across multiple regions,” the analyst added.
Energy
Tesla inks multi-billion-dollar deal with LG Energy Solution to avoid tariff pressure
Tesla has reportedly secured a sizable partnership with LGES for LFP cells, and there’s an extra positive out of it.

Tesla has reportedly inked a multi-billion-dollar deal with LG Energy Solution in an effort to avoid tariff pressure and domesticate more of its supply chain.
Reuters is reporting that Tesla and LGES, a South Korean battery supplier of the automaker, signed a $4.3 billion deal for energy storage system batteries. The cells are going to be manufactured by LGES at its U.S. factory located in Michigan, the report indicates. The batteries will be the lithium iron phosphate, or LFP, chemistry.
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
It is a move Tesla is making to avoid buying cells and parts from overseas as the Trump White House continues to use tariffs to prioritize domestic manufacturing.
LGES announced earlier today that it had signed a $4.3 billion contract to supply LFP cells over three years to a company, but it did not identify the customer, nor did the company state whether the batteries would be used in automotive or energy storage applications.
The deal is advantageous for both companies. Tesla is going to alleviate its reliance on battery cells that are built out of the country, so it’s going to be able to take some financial pressure off itself.
For LGES, the company has reported that it has experienced slowed demand for its cells in terms of automotive applications. It planned to offset this demand lag with more projects involving the cells in energy storage projects. This has been helped by the need for these systems at data centers used for AI.
During the Q1 Earnings Call, Tesla CFO Vaibhav Taneja confirmed that the company’s energy division had been impacted by the need to source cells from China-based suppliers. He went on to say that the company would work on “securing additional supply chain from non-China-based suppliers.”
It seems as if Tesla has managed to secure some of this needed domestic supply chain.
Energy
Tesla Shanghai Megafactory produces 1,000th Megapack for export to Europe
The Shanghai Megafactory was able to hit this milestone less than six months after it started producing the Megapack.

Tesla Energy has announced a fresh milestone for its newest Megapack factory. As per the electric vehicle maker, the Shanghai Megafactory has successfully produced its 1,000th Megapack battery.
The facility was able to hit this milestone less than six months after it started producing the grid-scale battery system.
New Tesla Megapack Milestone
As per Tesla Asia in a post on its official accounts on social media platform X, the 1,000th Megapack unit that was produced at the Shanghai Megafactory would be exported to Europe. As noted in a CNEV Post report, Tesla’s energy products are currently deployed in over 65 countries and regions globally. This allows Tesla Energy to compete in energy markets that are both emerging and mature.
To commemorate the 1,000th Megapack produced at the Shanghai Megafactory, the Tesla China team posted with the grid-scale battery with celebratory balloons that spelled “Megapack 1000.” The milestone was celebrated by Tesla enthusiasts on social media, especially since the Shanghai Megafactory only started its operations earlier this year.
Quick Megafactory Ramp
The Shanghai Megafactory, similar to Tesla’s other key facilities in China, was constructed quickly. The facility started its construction on May 23, 2024, and it was hailed as Tesla’s first entry storage project outside the United States. Less than a year later, on February 11, 2025, the Shanghai Megafactory officially started producing Megapack batteries. And by March 21, 2025, Tesla China noted that it had shipped the first batch of Megapack batteries from the Shanghai plant to foreign markets.
While the Shanghai Megafactory is still not at the same level of output as Tesla’s Lathrop Megafactory, which produces about 10,000 Megapacks per year, its ramp seems to be quite steady and quick. It would then not be surprising if Tesla China announces the Shanghai Megafactory’s 2,000th Megapack milestone in the coming months.
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