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Tesla Solar Roof is becoming a stealthy killer, and no one is standing in its way
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.
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.
News
Tesla Europe builds momentum with expanding FSD demos and regional launches
Needless to say, it appears that Tesla is putting in some serious effort into boosting sales in Europe this year.
Tesla has been notably active across Europe in recent weeks, expanding its Full Self-Driving (Supervised) ride-along program, entering a new market, and showcasing its newest vehicles across multiple regions.
Needless to say, it appears that Tesla is putting in some serious effort into boosting sales in Europe this year.
Tesla Europe recently announced the expansion of its FSD (Supervised) ride-along experiences, inviting the public to experience the system on local roads. Initially available in Italy, France, and Germany when it launched, the program has now expanded to Hungary, Finland, and Spain.
The ride-along program allows participants to ride in the passenger seat and observe how FSD Supervised handles real-world traffic scenarios, including dense urban driving and other challenging conditions. Tesla has positioned the initiative as a way to familiarize European drivers and regulators with the system’s capabilities in everyday use. The program has received positive reviews so far, with many being impressed by FSD’s real-world capabilities.
Tesla also recently launched operations in Slovakia with a pop-up store and multi-day public event in Bratislava, as noted in an EV Wire report. The launch, held from January 16 to 18 at the Eurovea Mall Promenade, featured test drives, vehicle displays, including the Cybertruck, as well as family-focused attractions such as a mini-Tesla racetrack.
Local observers noted that Tesla Optimus was also shown at the event, while the Tesla Owners Slovakia club welcomed the brand with a coordinated light show near the Slovak National Theater. Tesla Europe later shared its appreciation for Slovakia in a post on its official social media account on X, stating, “Thanks, Slovakia, for the amazing last 3 days & for giving us such a warm welcome!”
Tesla’s Slovakia entry follows a familiar pattern used by the company in other European markets. Tesla opened a pop-up store in Bratislava as an initial step, with plans for a permanent showroom and a potential service center at a renovated site previously occupied by a Jeep and Dodge dealership. Tesla has used a similar approach in markets such as Czechia and Lithuania, where permanent facilities followed within a few months of pop-up launches.
Slovakia already has six Supercharging sites totaling 46 Superchargers, including two locations in Bratislava, providing early infrastructure support for Tesla owners. Tesla staff program manager Supratik Saha described the Slovakia launch as a strategic expansion in the heart of the EU, citing the country’s strong automotive manufacturing base and appetite for advanced technology.
Beyond the EU, the company also marked another milestone with the first Cybertruck deliveries in the United Arab Emirates, signaling continued geographic expansion for Tesla’s newest vehicle. Just like Tesla Slovakia, the Cybertruck also received a warm welcome from the UAE’s EV community.
News
Tesla Sweden maintains Trelleborg port deal despite union blockade
As noted in a report from Dagens Arbete (DA), Tesla was able to maintain its storage agreement with the Port of Trelleborg.
Tesla Sweden is still storing vehicles at the Port of Trelleborg despite the ongoing blockades against the company from the country’s labor unions.
Tesla still at Port of Trelleborg
As noted in a report from Dagens Arbete (DA), Tesla was able to maintain its storage agreement with the Port of Trelleborg. This allows the company to keep vehicles at the port while imports into Sweden continue. This was despite the Transport Workers’ Union’s blockade, which was aimed at halting the loading and unloading of Tesla vehicles in the area.
Local union leader Jörgen Wärja, chairman of Transport and an employee representative on the port company’s board, confirmed that the agreement was still active. “The agreement has not been terminated. You want to have the money instead of having empty warehouses. I understand the reason, but I do not support it,” Wärja said
The local union leader also noted that he visited Tesla’s storage area earlier this week. “There were a lot of cars. I was surprised that there were so many, actually,” he said.
Tesla had been able to bring vehicles into Sweden via passenger ferries at Trelleborg, a method that unions said allowed the company to bypass the blockade, DA noted. According to estimates from IF Metall, the workaround enabled Tesla to deliver thousands of cars to Sweden each year.
Port defends decision
The Port of Trelleborg did not issue a comment on its current agreement with Tesla, but said it had complied with union sympathy measures. Documents reviewed by Swedish media showed that the contract with Tesla was being extended in six-month intervals.
Port CEO Malin Collin noted that the port would not discuss individual customer arrangements. “We do not go into details regarding any customer agreements. We have continuous dialogue with potential tenants, and this is not unique to any location,” Collin wrote in an email.
The CEO added that the port was following legal requirements related to the labor dispute. “We have taken note of the Transport Workers’ Union’s decision on sympathy measures and are of course following applicable legislation and the requirements placed on us as employers,” Collin said.
Jörgen Wärja, for his part, stated that the issue was not whether Tesla’s imports into Sweden could be fully stopped, but whether the port should provide logistical support to the electric vehicle maker during an active conflict. “The port shouldn’t have anything to do with Tesla at all, we believe,” he said. “It’s purely moral. Whether you honor a conflict or not. If you say you support Transport’s sympathetic actions against Tesla, it becomes a double standard.”
Elon Musk
Elon Musk shares insights on SpaceX and Tesla’s potential scale
In a pair of recent posts on X, Musk argued that both companies operate in domains where growth is not linear, but exponential.
Elon Musk outlined why he believes Tesla and SpaceX ultimately dwarf their competitors, pointing to autonomy, robotics, and space-based energy as forces that fundamentally reshape economic scale.
In a pair of recent posts on X, Musk argued that both companies operate in domains where growth is not linear, but exponential.
Space-based energy
In a response to a user on X who observed that SpaceX has a larger valuation than all six US defense companies combined, Musk explained that space-based industries will eventually surpass the total economic value of Earth. He noted that space allows humanity to harness roughly 100,000 times more energy than Earth currently uses, while still consuming less than a millionth of the Sun’s total energy output.
That level of available energy should enable the emergence and development of industries that are simply not possible within Earth’s physical and environmental constraints. Continuous solar exposure in space, as per Musk’s comment, removes limitations imposed by atmosphere, weather, and land availability.
Autonomy and robots
In a follow-up post, Elon Musk explaned that “due to autonomy, Tesla is worth more than the rest of the auto industry.” Musk added that this assessment does not yet account for Optimus, Tesla’s humanoid robot. As per the CEO, once Optimus reaches scaled production, it could increase Earth’s gross domestic product by an order of magnitude, ultimately paving the way for sustainable abundance.
Even before the advent of Optimus, however, Tesla’s autonomous driving system already gives vehicles the option to become revenue-generating assets through services like the Tesla Robotaxi network. Tesla’s autonomous efforts seem to be on the verge of paying off, as services like the Robotaxi network have already been launched in its initial stages in Austin and the Bay Area.
