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Installing Solar Panels through SolarCity
Shortly after placing my order for my Tesla Model S I started looking into installing a solar panel system at home as a way to offset the soon-to-be increased electricity bill. My research turned me to a SolarCity system which I ended up signing up with in April of 2014.
After a number of scoping, design, and utility company challenges the day finally came for installation.
Sizing the Job
While I had originally hoped for a much larger system, the system that was installed was still large by most people’s standards. The final design called for 70 panels, each capable of generating 255W for a total of 17.8 kW and an annual expected output of 18,611 kWh.
To put that into perspective, my Model S uses an average of 775 kWh (as measured through a digital submeter) or approximately 2,400 miles. That usage will climb a bit for the winter months, but I still intend to use about 9,300 kWh per year for my Model S which equates to 50% of my expected solar generation capacity.
What this means is that I’ll be driving my Model S on 100% solar generated energy and still have solar energy to spare to offset my normal electric costs.
Many installations are half this size or smaller due to a number of constraints. Because of the size of this job, SolarCity booked 2 days for the install and sent a crew of about 8 to do the work.
Scheduling
It was a bit nerve wracking waiting for the project to begin 8 months after my April sign up date. This put us smack dab in the middle of winter for a December 8th install in New England. We’ve had snow and ice storms along the way which made me more skeptical that the install would ever take place.
I’m happy to report that the entire SolarCity team in charge of the project arrived on the scheduled date. They were late due to leftover work at a different site, but they turned up despite the wet weather, 30 degree temperature and got right to work. It was immediately evident that this crew knew what they were doing and it was just another day on the job despite the magnitude of the install.
Solar Panel Installation
The first order of business was to tape off and secure the area from foot traffic. Anchors are attached to the roof which the crew secured their safety harnesses to.
Once the precautionary safety measures were in place, the crew began setting up dozens of anchor points across the roof surfaces later to be used as mounting points for the solar panels. That part took most of the first day.
By the end of the first day they had managed to install solar panels on the smaller of the 2 roof lines and had most of the anchors ready on the larger roof line.
Weather Proof Guarantee
A Noreaster hit right in the middle of the week so installation was postponed. To make matter worse, all of the heavy rain and cold weather ended up icing over the roof. I crawled into both attics below each roof to ensure that all of the nails and anchors on the roof didn’t create a leak and was relieved to find that everything was totally dry.
SolarCity guarantees a leak-free installation so it was great to be able to validate that even after torrential rains.
The crew returned on the third day despite the rain and proceeded to work a full day in extremely cold weather and light rain.
Uh oh, Design Challenges
Two different design issues were uncovered during the solar panel installation. The first of which was related to a misjudgment on the number of solar panels that would fit. Designers back at corporate had mapped out 70 panels for the roof, but one of the panels would not fit behind the chimney. The crew offered to stick it somewhere else, but we declined as it would have been asymmetrical anywhere else and the aesthetics would not have been good. So we ended up with a total of 69 panels and a slight decrease in target generation capacity.
The second issue was identified on the third day. While the entire install was on the front of the house (thanks to National Grid), they had a pipe running in the middle of the roof on the rear of the house which looked stupid and unnecessary.
I spoke to them about it and they cheerfully redesigned and relocated the entire pipe. In the rain. In 30 degree weather. On top of the house. The install team took our concerns seriously and took care of the problem.
The Final Touches
After lugging the panels up all day (each panel weighs about 45 pounds) and mounting them, they took the time to level each of them so they were completely flat.
At one point a single panel in the middle of the lot was a bit out of place (not perfect) so one of the guys had to slide down the wet, cold, glass on his knees (getting soaked in the process), 30 feet above ground with just a line to keep him safe just to adjust the angle slightly. Those installers are hard core!
Electric Connection
I was surprised that SolarCity needed no access to the house (other than for bathroom breaks) to do the job. The entire connection for my house was on the outside. They needed to cut the power for about 45 minutes to connect into the mains but otherwise there was very little disruption.
The size of the installation required 3 inverters which they placed on the side of the house.
Next Steps
The process leading up to the install (3 part series) was frustrating and error-prone between the reluctant power company and the mistakes made by the out-of-touch engineers back at SolarCity corporate. But SolarCity’s installation team was nothing but first class, all the way. They knew their stuff, were very safety conscious and worked through some harsh conditions to get the job done, and done well. They restored my confidence in the decision I made and I’m confident again that things are going to work out well.
Now that the system is installed and ready to go we need to have the inspections done. SolarCity coordinates it all, but there’s a building inspection, an electrical inspection and then an inspection by the power company. Once all passes (in about 3-4 weeks) we’re given the green light to flip the switches and start putting that free energy from the sun to good use.
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
