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Tesla Solar Roof is becoming a stealthy killer, and no one is standing in its way

(Credit: Weddle and Sons Roofing/YouTube)

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Tesla executives like CEO Elon Musk may emphasize that the company’s Energy business is just as important as its electric vehicle division, there is little doubt that stationary batteries and solar products are just not as sexy or exciting as, say, all-electric supercars, futuristic pickups, or Full Self-Driving software. Yet as Tesla Energy hits its stride, it is becoming evident that some of the company’s products like the Solar Roof could very well develop into stealthy disruptors on their own. 

Tesla Energy’s flagship solar product is the Solar Roof, which was initially unveiled in 2016. Since then, the attractive solar shingles have not really seen a serious ramp, at least until now. Over the following years since its debut, Tesla focused on optimizing and improving the Solar Roof, and the result of these initiatives was the V3 tiles, which were rolled out last year. Tesla’s Solar Roof installations have been steadily ramping then, but just like the company’s energy division, its growth was mostly in the background. 

Prior to the third-quarter earnings call, Tesla Energy made headlines after roofing company Weddle and Sons Roofing announced that it was able to complete a full Solar Roof installation in just four days. The project was no joke either, as the system was comprised of 15 kW of Solar Roof tiles that covered about 4,000 sq.ft. (about 372 sq.m). This was a milestone for the company, but as noted by Tesla in its Q3 2020 Update Letter, this installation was not even the fastest to date. 

Tesla revealed in its third-quarter Update Letter that it has been able to complete a full Solar Roof installation in just 1.5 days. The company did not indicate the size of the system, though it did provide images depicting the installation’s progress. This update, together with the recent report from Weddle and Sons Roofing, shows that steadily, Tesla’s Solar Roof tiles are becoming faster and easier to install. 

Tesla Energy’s growth in the third quarter was incredibly impressive, with the company deploying 57 MW of solar, a 111% growth from the second quarter. The company also announced that 759 MWh worth of battery storage was deployed, an 81% increase from Q2 2020. These milestones tend to be pushed aside by the company’s FSD and EV developments, but if Tesla Energy continues at this pace, it would only be a matter of time before the company’s solar and battery storage systems end up becoming a force that will be incredibly difficult to ignore. 

Interestingly enough, the Tesla Solar Roof does not really have a lot of competition in the residential solar market in the United States. Granted, products like the SunTegra Solar Shingles could provide some competition, but the overall lineup of rivals for the electric car maker’s V3 tiles are relatively few. With this in mind, the potential path to dominance for the Tesla Solar Roof seems to be mostly clear. Tesla just has to produce them at volumes that meet demand. 

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Tesla’s reach into the residential market has actually been growing. EnergySage’s eleventh semiannual Solar Marketplace Intel Report, for one, concluded that the Tesla Powerwall 2 is pretty much dominating the US residential market for stationary storage. The competition, comprised of battery storage units from companies like LG Chem, lie far behind, with the Powerwall dominating about half of the quotes given in EnergySage’s Marketplace. 

Elon Musk spoke about the Solar Roof’s potential in Tesla’s recently-held earnings call. Just like before, Musk was optimistic about the shingles, though this time around, the CEO seemed to be more certain about its upcoming disruption. Musk even remarked that the Solar Roof’s status as a “killer product” will become evident next year.

“When you look around the neighborhood in the future, decade from now, what do you want? What products are going to make your life better? What future do you want? And I think a future where we’ve got beautiful roofs generating energy that are tough and resilient and better in every way than a regular roof and alive with energy, that’s the future we want. Solar Roof is a killer product. This will become obvious next year,” he 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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Tesla is missing one type of vehicle in its lineup and fans want it fast

Tesla is missing one vehicle from its lineup and its fans and owners are hoping the company builds it.

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Tesla’s lineup of vehicles has expanded considerably over the last few years. At first, the company offered the Model S luxury sedan, then the Model X luxury SUV, which has the seats but not the space or the affordability that everyone is looking for.

The Model 3 and Model Y are sedan and crossover vehicles that have launched the company into the mass-market category. The Cybertruck brought out the company’s first-ever pickup design, and while it is unorthodox, it is certainly functional.

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But there is one thing Tesla is missing in its lineup, and it is a vehicle type that many have waited for and want. The company currently has not announced any plans to produce it, but its fans are loud and persistent, and we’ve even nudged Tesla to consider making it.

It’s a full-size SUV.

This particular segment is dominated by combustion engines currently: Chevrolet Tahoe and GMC Yukon topped sales with 105,756 and 82,304 units sold, respectively. The Ford Expedition is just behind with 62,007 units sold last year. There are a few formidable competitors on the EV side of things, with the Rivian R1S, the GMC Hummer SUV EV, and even the Kia EV9.

However, Tesla has yet to dip its toe into this market, and it seems many of its fans are willing to admit that the company is missing a true “people mover” with enough space to handle a cross-country road trip with a handful of kids.

Why Not the Model X?

The Model X is likely Tesla’s lowest-selling vehicle. It contributes very little to the overall mission of the company, and even CEO Elon Musk once said that it, along with the Model S, is only produced due to “sentimental reasons.”

When it comes to the X, it’s simply not quite what people are looking for in terms of a “full-size SUV.” Instead, it is more of a van/crossover SUV hybrid. It does not have tons of cargo and interior space.

It does have a lot of great tech, a flashy look, and adequate range for that trip with the kids. It’s a great car, and one that Tesla is planning to refine with an upcoming refresh, its second this decade.

However, it falls short of what would qualify as a full-size SUV, especially considering its third row is a little tight, even for younger children.

But it’s not quite what many would consider as what Tesla needs to fill this void in its lineup.

What Could Be Coming?

Many fans say they would like to see a CyberSUV — something built on the Cybertruck platform but in the form of a full-size SUV. This is not totally out of the question, especially considering Tesla has already made it clear the Cybercab would adopt the same sort of aesthetic as the Cybertruck.

However, we can all agree it’s a far cry from what the Cybertruck truly is, and Tesla likely will not build something that’s even close to the pickup. It already admitted it would not adopt the stainless steel exoskeleton for future vehicles in the Q4 2024 Shareholder Deck.

So, if Tesla were to decide to build something that would be in the full-size SUV segment, it wouldn’t look like the Cybertruck.

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Tesla customers are still being targeted by automaker with Musk rivalry

Lucid is still targeting Tesla owners with offers on trade-in allowance.

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lucid air dream edition interior
Credit: Teslarati

Tesla customers are still being targeted by other car companies, who are offering big incentives to trade in their current EVs for a new one.

One company that has not backed off from its trade-in promotion is one with a long-standing rivalry with Elon Musk, because its former CEO-turned-boardmember has a bitter relationship with the frontman.

Lucid is continuing to offer a $4,000 trade-in allowance on Tesla vehicles specifically, an effort that many companies have offered to owners of Musk’s EV brand in an effort to snag away some of those who might be on the fence about switching.

Many companies have offered these types of promotions before, but Lucid’s seems to be an extended one — almost an open invitation. It could have something to do with the rivalry Musk has had with former CEO Peter Rawlinson, who stepped down from his post as the company’s head executive three months ago.

Musk and Rawlinson were at one time co-workers. At Tesla, the two worked on the Model S together. That is, until Rawlinson abruptly left. There are still questions about what his exact job title was there, but Musk refuses to agree with Rawlinson’s claimed title of Chief Engineer of the project, which launched Tesla from niche to more mainstream.

Polestar has been trying to poach Tesla owners for months as well, and it’s no secret why. Musk’s political involvement and his work with DOGE certainly put some Tesla drivers in a tough spot, and some could be willing to give up their cars.

However, the success rates of these promos are unknown.

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Tesla Model Y charges to bring strongest month in Australia in 2025

Tesla saw a strong month of sales in Australia, led by the dominating performance of the Model Y.

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Credit: Tesla China

Tesla can thank the Model Y for bringing the company to its strongest monthly performance of the year in Australia.

In May, the Model Y accounted for 3,580 of the 3,897 total sales Tesla reported for the month in Australia. That’s a 9.3 percent increase from May 2024, while the Model Y had its best month since June 2024 with a 122.5 percent increase from the same month a year prior.

Additionally, it was the company’s best May in two years, when it sold 4,476 cars in May 2023.

It is a strong point in what has been a tough year for Tesla, but the difficulty can mostly be attributed to the switchover of production lines the company performed at each of its global production facilities.

It updated the Model Y earlier this year with a brand new front and rear fascia, as well as suspension improvements, and cabin modifications to provide a more comfortable ride.

Tesla’s Country Manager for Australia, Thom Drew, spoke to Drive in April about the Model Y and its influence on the company’s performance in Australia.

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He said the company saw tremendous interest in the Launch Edition of the new Model Y, which featured premium badging and some other novelty improvements compared to the Long Range All-Wheel-Drive that is available already.

Drew said:

“When we launched orders back in January, we had an enormous response to the launch edition. We’ve only just started test drives in the last couple of weeks. The boat’s been slowly making its way around the country. And now we’re seeing that kind of second wave come through, and seeing a lot of interest. I think we had a record test drive week, last week, in our entire history. So yeah, [we’re] seeing some really strong interest.”

Tesla is hoping to see improvements in sales performance across the globe, but it is primarily focused on the rollout of the Robotaxi platform, which is set for release on June 12.

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