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Tesla smart HVAC systems gain potential market with Australia’s ~AU$800M energy initiative in Victoria

(Credit: Tesla)

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Victoria’s comprehensive ~AU$800 million home energy package may lead to a potential market for Tesla’s HVAC system in Australia. Elon Musk has shown particular interest in Tesla developing an integrated home HVAC system, mentioning the product as far back as his initial appearance at the Joe Rogan Experience podcast in 2018. Victoria may have just made an investment that could provide a potential market for Tesla’s integrated HVAC system.

Recently, Energy minister Lily D’Ambrosio announced that the Andrews Ministry will invest approximately AU$797 million in a home energy savings package. The initiative means to encourage the shift to more smart energy efficient appliances and integrated home systems in households, rental properties, and businesses in Victoria.

Some parts of the initiative could make Victoria a good market for Tesla’s integrated HVAC system in the future. According to Renew Economy, the Ministry plans to invest AU$335 million to help low income earners replace old wood and electric or gas-fired heaters in their homes. The small renovation could save over 250,000 households AU$300 to AU$900 in their power bills. Another AU$112 million will be invested to seal windows/doors, as well as upgrade heating/cooling systems, and hot water systems in 35,000 social housing properties.

In the Q2 earnings call, Tesla’s Senior VP of Powertrain and Energy Engineering and Technology Drew Baglino said the company learned to build a tightly integrated system thanks to the Model Y and Model 3 heat pump. He said that the system was capable of moving heat “anywhere really” and it was applicable to heating and cooling needs in a home.

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Elon Musk elaborated on the subject. “Yes. Absolutely. I think like the heat—for heat pump in the car, being able to use the batteries both as a thermal and an electric energy reservoir is very significant. Same thing could be applied to a home with the water heater, and the back of pack itself, of course.

“So I think there’s potential for an integrated home system that kind of does power generation/storage, heating/cooling, air filtration, water purification in a really tight package. We don’t actually have like a prototype or anything, but I think conceptually, that is something that would be probably good to have,” he said.

Other Opportunities for Tesla in Victoria

As Musk mentioned during the Q2 earnings call, Tesla doesn’t have a prototype of its potential integrated home HVAC system yet. So it may be a while before Tesla can take advantage of the market Victoria could offer for that particular product.

However, there are other ways Tesla could benefit from Victoria’s almost ~AU$800M home energy initiative.

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Besides the millions on improving home integrated systems, the Victorian government’s investments could encourage more households and small businesses to install solar panels and use home batteries like Tesla’s Powerwall 2.

Part of the initiative includes investing $191 million to a Solar Homes Program over the next two years. It will offer 42,000 rebates to help over 140,000 households install solar panels on their roofs with no upfront costs. There will also be 15,000 rebates open to small businesses interested in installing solar panels.

Tesla’s solar panels might be a good fit for Victoria’s Solar Homes Program. The company’s Solar Roof V3 product has not been released in Australia yet, but it might be another good option for homeowners as well, if it is covered by the program’s rebates.

Tesla Energy is setting its sights on another market that’s ready for a battery storage disruption

Tesla’s Powerwall sales could also improve under Victoria’s energy initiative. The local government will be releasing 17,500 rebates to install home batteries over the next three years. Previously, home battery rebates were restricted to certain post codes, but the initiative seems to open up the rebates to all corners of Victoria.

With that in mind, Powerwalls could lead to pockets of virtual power plants in the state. Virtual power plants in Victoria would compliment Neoen and Tesla’s massive 300 MW/450MWh energy storage project in the state which will be operational by around Summer 2021-2022.

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Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Google just picked SpaceX for its first step into orbital AI

Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.

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Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.

The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.

The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.

MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.

SpaceX and Google mull massive partnership on Musk’s orbital data dream: report

Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.

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The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.

Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”

Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.

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Energy

Tesla Semi factory is getting a celebration nobody expected

Tesla will inaugurate its Nevada Semi factory September 24, five months after production quietly began ramping.

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Tesla says it will officially inaugurate its new Semi factory in Nevada next month. The Tesla Semi account posted the announcement on X, sharing a graphic titled “Semi Rollout” with a date of September 24. No further details were given about the format of the event or who would attend.

While Tesla’s dedicated Semi plant in Sparks, adjacent to Gigafactory Nevada, opened back in April, with the first trucks rolling off the high volume line on April 29, the timing for the factory inauguration comes at a surprise. The ribbon cutting event five months into production is a break from how Tesla has usually handled its other factories, where the first truck or car off the line typically served as the milestone moment.

The 1.7 million square foot factory was built as part of a $3.6 billion expansion Tesla announced in early 2023, and it shares a site with the battery cell lines that feed the Semi’s structural pack, a decision meant to remove the supply bottleneck that delayed the truck for years. The plant is designed for 50,000 trucks a year at full ramp. Semi program director Dan Priestley has said production “is now ramping” rather than claiming it has reached scale.

Nine years passed between the Semi’s 2017 unveiling and this stage of production, with the truck slipping from an original 2019 target through hand built pilot units for PepsiCo and a slow build out of the Nevada plant. An inauguration event now gives Tesla a stage to talk up that ramp and reset expectations for how many trucks it can begin delivering at scale.

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The September date also lines up with the Semi’s next milestone. Tesla confirmed the truck is heading to Europe with a full unveiling at the IAA Transportation trade show in Hannover, Germany, running September 15 through 20. Between the Nevada event and the Hannover reveal, Tesla has roughly a week and a half in September to make the case that the Semi is now a truck being built and sold on two continents rather than tested in a handful of fleets.

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Energy

Tesla launches Powerwall Lease for affordable home backup

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Credit: Tesla

Tesla Energy has introduced the Powerwall Lease in conjunction with Tesla Electric, making the service available in Texas. This new option delivers whole-home backup power using two Powerwall units for a net monthly cost of $35 after credits, accompanied by a low fixed electricity rate.

Under the lease terms, customers pay a one-time order fee of $100. The base lease payment for the two Powerwalls is approximately $122 per month during the first year, subject to a 3 percent annual escalator thereafter. Enrollment in a qualifying Tesla Electric Backup plan or Virtual Power Plant plan provides an $87 monthly credit.

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This credit lowers the effective cost to roughly $35 per month plus applicable tax.

Installation of the standard system carries no additional charge. The package features Storm Watch for outage protection and allows complete management through a single Tesla application. The system supplies continuous whole-home backup capability.

The Powerwall system enables households to maintain electricity during severe storms that disrupt the utility grid. When outages occur, the batteries automatically provide seamless backup power to the home.

Tesla announces 100k Powerwalls are participating in Virtual Power Plants

Tesla Storm Watch monitors weather forecasts and ensures the units are fully charged ahead of anticipated severe weather events so that power remains available throughout the disruption, keeping lights, refrigeration, and other essential systems operating without interruption.

Availability is restricted to select Texas locations where retail electric choice exists. Participants must lease exactly two Powerwall units and maintain continuous enrollment with Tesla Electric. Solar panels cannot be included under this particular lease arrangement.

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The monthly credit activates automatically once the system is installed, receives permission to operate, and enrollment is confirmed. To retain the credit, customers are required to stay enrolled in Tesla Electric and fulfill all program conditions.

Nonstandard installations that involve electrical upgrades or special permitting may lead to extra expenses and might impact eligibility for the credit, so be sure to check with either your installer or Tesla to ensure you will still qualify.

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