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SolarCity Struggles: National Gridlock (Part III)

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In this final post within my SolarCity Struggles series I’ll be outlining the additional complexities that surfaced after our local power company, National Grid, got involved.

National Grid-Lock

Poor Panel LayoutHaving already experienced some delays on my solar project due to architectural redesigns, National Grid jumped into the mix to make things even worse by throwing up one road block after another. There was a conflict of interest for National Grid to assist on the project since we would be shifting more than $170,000 of revenue from them to SolarCity. I’d only see a tiny slice of that by way of my energy savings. Despite many city mandates to be “More Green”, the utility companies clearly have no interest in assisting customers to go solar since it would be counter productive for them.

Roadblock #1

National Grid would not allow “net metering” (where you can re-supply energy through solar power) for two different meters at the same address. SolarCity stepped up and offered to join my two meters and upgrade my panel (from 400A to 600A) in order to support net metering. Accounting issues aside, I agreed to the proposed change and moved forward with yet another site visit that would lead to an engineering redesign.

Roadblock #2

Having (verbally) moved past this, National Grid then reported that the transformer for my area was only capable of handling 23kW of generated power and could not support SolarCity’s proposed 56kW system. This was by the most serious setback since it would require a design that would cut my generation down to 23kW or less. This meant dropping the farm completely and scaling the house from 35kW to 23kW.

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A 23kW design called for the front of my house to have solar panels while only a portion of the rear of the house would be retrofitted with panels. This would have looked really odd so we decided to scale back the design to a 18kW system and only include panels on the front of the house.

National Grid informed me that the transformers support between 8 – 12 houses in my area so any neighbors that undergo a solar project will be limited to the remaining 5kW that the transformer can support.

Next Steps

Going from a 56kW to 18kW (a 68% drop in planned production) system will reduce my energy coverage to 32% of my power needs through solar. This is unfortunately the case due to National Grid’s limitation despite my property having enough roof surface to generate 100% of my energy needs.

I will save approximately $56,000 over the next 20 years with this smaller set up, a far departure from the original projected savings of $105,000 but still worth pursuing.

A friendly note from SolarCity arrived on September 1st letting me know that my installation was scheduled for December 8th and 9th because of the magnitude of the project. Considering this 18kW system is a third of what would have been, I couldn’t help but wonder how SolarCity would have handled the original plans. I can’t imagine starting this project in the dead of a New England winter. SolarCity indicated that the project would require 4-6 weeks before the “go live” date which meant I wouldn’t be completing until January 2015. That puts the project at about 10 months from start (initial consultation) to finish and assuming all goes well from here on out.

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Summary

SolarCity has made a number of mistakes on this project since the beginning; from improperly sizing the system to not knowing the requirements and restrictions of the local power company; to not following owner requests on layout; to not understanding power generation limits imposed by the power company.

My experience with SolarCity has led me to conclude that they’re not ready for widespread adoption outside of key markets  and have a lot of work and learning to do before they will be ready for that next stage of growth.

I truly hope the project moves forward. My next updates will be on the post installation experience which will hopefully take place sometime between now and the end of this year. Stay tuned.

SolarCity Struggles Series – Read from the beginning

 

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Image Source: Sun Powered EVs

"Rob's passion is technology and gadgets. An engineer by profession and an executive and founder at several high tech startups Rob has a unique view on technology and some strong opinions. When he's not writing about Tesla

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Tesla Full Self-Driving pricing strategy eliminates one recurring complaint

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Credit: Tesla

Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.

In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.

This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.

Tesla is now allowing it to happen again ahead of the February 14th deadline.

The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.

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Now, that issue will never be presented again.

Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.

Tesla is shifting FSD to a subscription-only model, confirms Elon Musk

Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.

While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.

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Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.

The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.

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Tesla Model 3 and Model Y dominates U.S. EV market in 2025

The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.

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Credit: Tesla

Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.

The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.

Model 3 and Model Y are still dominant

According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.

The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.

Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.

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Tesla’s challenges in 2025

Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.

Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue. 

Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas. 

Q4 2025 Kelley Blue Book EV Sales Report by Simon Alvarez

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Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards

“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.

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Credit: Tesla Europe & Middle East

Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.

The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.

Model 3 and Model Y lead their respective segments

As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.

Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win. 

“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.

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Euro NCAP leadership shares insights

Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.

Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.

“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”

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