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Energy

Tesla hints at serious Solar Roof push with roofers’ hiring ramp across the US

(Credit: Tesla)

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Tesla executives like Elon Musk and ardent supporters like legendary billionaire investor Ron Baron have always maintained that the company’s energy department has the potential to be as large, or even larger, than its electric vehicle division. So far, Tesla Energy’s growth has been quite subdued, but there are notable signs that the company is getting serious in ramping its solar and battery storage business. 

Among the latest of these signs lie in the mass number of job openings for Solar Roof installers currently active on the company’s Careers page. Based on the listings, Tesla appears to be looking for a large number of Solar Roof installers across the United States, from its home state of California to Texas and all the way to Hawaii. As observed by Tesla investor Warren Redlich in a Twitter post, there seem to be about 100 jobs related to Solar Roof installations currently active as of today. 

The Solar Roof, which is currently in its third iteration, is Tesla’s flagship solar product. Solar Roof tiles are quite unique in the way that the tiles have the appearance of regular roofing material, but are capable of functioning as solar panels. This allows customers to enjoy the benefits of a photovoltaic system without compromising the overall aesthetics of their homes. The tiles were initially unveiled in 2016, but due to constant refinements, a ramp of the Solar Roof V3 tiles only started earlier this year. 

Yet despite the delays on its ramp, the growth of Solar Roof installations has been notable. In its Q2 2020 Update Letter, Tesla noted that Solar Roof installations have tripled in the second quarter compared to Q1 2020. This is quite notable, especially considering that the United States was dealing with the effects of the pandemic at the time. Considering the number of job listings for Solar Roofers in Tesla’s Careers page today, it appears that the increase in Solar Roof installations will not be subsiding in Q3 2020. 

During the second-quarter earnings call, CEO Elon Musk explained that products like the Solar Roof are incredibly pertinent to Tesla’s overall goals. Tesla aims to accelerate the world’s transition to sustainability, and to accomplish this, the company would have to offer products that could enable customers to generate their own power. Conventional solar panels and novel solar shingles like the Solar Roof address this need. 

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“I think long term, Tesla Energy will be roughly the same size as Tesla automotive. The energy business collectively is bigger than the automotive business. So you say like, how big is the energy sector, big in automotive. And in order to achieve a sustainable energy future, we have to have sustainable energy generation, which I think is going to be primarily solar and — followed by wind. And those are intermittent, so you need to have a lot of batteries to store the energy because wind doesn’t always blow and the sun doesn’t always shine. 

“So, there’s like three elements of the sustainable energy future. Wind and solar sustainable energy generation, battery storage, and electric transport. Those three things. And the mission of Tesla is to accelerate sustainable energy. So that kind of says enough. The battery [Indecipherable] will both be enormous and they kind of have to be in order for us to have a sustainable future and we’ve got a great product road map on that front as well,” Musk said. 

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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Energy

Tesla recalls Powerwall 2 units in Australia

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(Credit: nathanwoodgc /Instagram)

Tesla will recall Powerwall 2 units in Australia after a handful of property owners reported fires that caused “minor property damage.” The fires were attributed to cells used by Tesla in the Powerwall 2.

Tesla Powerwall is a battery storage unit that retains energy from solar panels and is used by homeowners and businesses to maintain power in the event of an outage. It also helps alleviate the need to rely on the grid, which can help stabilize power locally.

Powerwall owners can also enroll in the Virtual Power Plant (VPP) program, which allows them to sell energy back to the grid, helping to reduce energy bills. Tesla revealed last year that over 100,000 Powerwalls were participating in the program.

Tesla announces 100k Powerwalls are participating in Virtual Power Plants

The Australia Competition and Consumer Commission said in a filing that it received several reports from owners of fires that led to minor damage. The Australian government agency did not disclose the number of units impacted by the recall.

The issue is related to the cells, which Tesla sources from a third-party company.

Anyone whose Powerwall 2 unit is impacted by the recall will be notified through the Tesla app, the company said.

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Energy

Tesla’s new Megablock system can power 400,000 homes in under a month

Tesla also unveiled the Megapack 3, the latest iteration of its flagship utility scale battery.

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Credit: Tesla

Tesla has unveiled the Megablock and Megapack 3, the latest additions to its industrial-scale battery storage solution lineup. 

The products highlight Tesla Energy’s growing role in the company, as well as the division’s growing efforts to provide sustainable energy solutions for industrial-scale applications.

Megablock targets speed and scale

During the “Las Megas” event in Las Vegas, Tesla launched Megablock, a pre-engineered medium-voltage block designed to integrate Megapack 3 units in a plug-and-play system. Capable of 20 MWh AC with a 25-year life cycle and more than 10,000 cycles, the Megablock could achieve 91% round-trip efficiency at medium voltage, inclusive of auxiliary loads.

Tesla emphasized that Megablock can be installed 23% faster with up to 40% lower construction costs. The platform eliminates above-ground cabling through a new flexible busbar assembly and delivers site-level density of 248 MWh per acre. With Megablock, Tesla is also aiming to commission 1 GWh in just 20 business days, or enough to power 400,000 homes in less than a month. 

“With Megablock, we are targeting to commission 1 GWh in 20 business days, which is the equivalent of bringing power to 400,000 homes in less than a month. It’s crazy. How are we planning to do that? Like most things at Tesla, we are ruthlessly attacking every opportunity to save our customers time, simplify the process, remove steps, (and) automate as much as we can,” the company said. 

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Megapack 3 is all about simplicity

The Megapack 3 is Tesla’s next-generation utility battery, designed with a simplified architecture that cuts 78% of connections compared to the previous version. Its thermal bay is drastically simplified, and it uses a Model Y heat pump on steroids. The battery weighs about 86,000 pounds and holds 5 MWh of usable AC energy. Tesla engineers incorporated a larger battery module and a new 2.8-liter LFP cell co-developed with the company’s cell team.

The Megapack 3 is designed for serviceability, and it features easier front access and no roof penetrations. About 75% of Megapack 3’s total mass is battery cells, with individual modules weighing as much as a Cybertruck. It’s also tough, with an ambient operating temperature range from -40C to 60C. This should allow the Megapack 3 to operate optimally from the coldest to the hottest regions on the planet.

Production is set to begin at Tesla’s Houston Megafactory in late 2026, with planned capacity of 50 GWh per year. Additional supply will come from Tesla’s 7 GWh LFP facility in Nevada, which is expected to open in 2025, as well as with third-party partners.

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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.

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Credit: Tesla

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.”

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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.

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