

Energy
Tesla Solar Roof long-term review: Insights from a homeowner’s journey with Elon Musk’s solar tiles
If recent announcements by Tesla are any indication, the Solar Roof tiles will see a production ramp next year. Unveiled in October 2016, the Solar Roofs, which are PV modules that have the appearance of traditional roofing materials, were received warmly, with Tesla noting that the product was sold out “well into 2018” within the first few weeks of reservations being opened.
One of these reservation holders was Amanda Tobler. After initially living in a rental house from 2002 to 2004, Amanda and her family moved to a CA townhousein 2004, where they stayed for 12 years. The Toblers attempted to get solar panels installed on their townhouse then, though they were unsuccessful due to the area’s homeowners association prohibiting rooftop solar systems. Things changed in 2016, when Amanda and her family moved to a two-story suburban home in the Bay Area. This time around, the Toblers was free to add a solar system for their house.
The home that the family acquired, which was built in 1965, had an aging stamped metal roof that was nearly ready for replacement. In an emailed statement to Teslarati, Amanda noted that when they heard about the Solar Roof tiles, her family immediately thought that the product would be a perfect fit for their new home. Within days of Tesla opening reservations for the shingles in May 2017, the Toblers put down their $1,000 deposit.
In July 2017, Tesla sent someone over the home to conduct a site survey. As a way to determine the size of the PV system which would best fit the Toblers’ needs, Tesla asked for copies of past utility bills. Amanda notes that her family actually consumes a fair amount of power every month, especially since they charge two plug-in vehicles — a Nissan Leaf and a Chrysler Pacifica Hybrid — on a consistent basis. Considering the family’s average energy consumption, Tesla opted to install a 9.9 kW Solar Roof system on the house, paired with one Powerwall 2 unit.
- A Solar Roof tile installation on a residential unit. [Credit: Amanda Tobler]
- A Solar Roof tile installation on a residential unit. [Credit: Amanda Tobler]
- A Solar Roof tile installation on a residential unit. [Credit: Amanda Tobler]
The Toblers’ home fitted with Tesla’s “Textured” Solar Roof tiles. [Credit: Amanda Tobler]
Tesla only manufactures two variants of the Solar Roof tiles today — Textured and Smooth — though other options such as Tuscan and Slate are due to enter production in the near future. In Amanda’s case, she opted for the Textured Solar Roof variant. Just as luck would have it, the Toblers’ home ended up becoming the first residential Solar Roof installation in the country, partly due to the roof’s simple design and the house’s proximity to the Fremont factory.
“I was told that we were chosen because we live in the Bay Area, which is convenient to the Tesla factory in Fremont. Additionally, we have simple roof lines, and they wanted a straightforward install in the beginning,” Amanda stated.
The Solar Roof installation took place in early March 2018. The entire process took about three weeks to complete, partly due to rains and Tesla’s discovery of a cedar shake roof underneath the house’s metal roof. Despite her house being built in 1965, and despite Tesla having to haul away two roofs instead of one, Amanda notes that the installation process, including the setup of the Powerwall 2 unit, remained seamless nonetheless. Even the permits for the solar system, which are required for homeowners, were handled by the electric car maker.
“Tesla took care of all permitting and getting permission to operate the solar roof. We did e-signing for plenty of documents in this process, but I didn’t have to complete any of them outside of providing a signature and date,” Amanda noted.
The Toblers were permitted to activate their Solar Roof tiles two weeks after the project was complete. Considering that the roof covered around 2,000 square feet, and that 40% of the tiles were solar, Amanda notes that the $62,000 she paid for the 9.9 kW system was not too far from the cost of a new premium roof and conventional solar panels. That said, she did mention that if her house didn’t really need new roofing, she probably would have opted for traditional solar panels instead to save on costs. Nevertheless, the homeowner pointed out that the aesthetics and functionality of the Solar Roofs have been worth the investment so far.
- The average stats for the Toblers’ Solar Roof over the past seven months. [Credit: Amanda Tobler]
- The average stats for the Toblers’ Solar Roof over the past seven months. [Credit: Amanda Tobler]
- A sample of the Solar Roof tiles’ daily stats. [Credit: Amanda Tobler]
- A sample of the Solar Roof tiles’ daily stats. [Credit: Amanda Tobler]
At its peak, the Toblers’ Solar Roof tiles provided enough power for the family’s needs. [Credit: Amanda Tobler]
“The main value is that we got the new roof we needed and the solar we wanted in a slick package. Of course, the product is considerably more expensive than regular solar panels—you’re getting a roof and solar panels. If you consider the cost of purchasing a high-end roof with solar panels in the Bay Area, the cost wouldn’t be that far off from the cost of the Solar Roof.”
The Solar Roof tiles have held up well over the past seven months since the system was installed. The day after the Solar Roof tiles were activated, the homeowner woke up to her roof producing 4 kW of power, with 0.4 kW flowing straight into the house and the rest charging her Powerwall 2. At its peak during summer in June and July, the Solar Roof tiles were producing about 60 kWh in one day, which was more than enough to power the Toblers’ house and their two plug-in vehicles. As the days got shorter and more overcast amidst the approaching winter, though, the Solar Roof tiles generated less energy, now producing about 20 kWh a day.
Amanda’s observations with her Solar Roof tiles echo those of another Solar Roof early adopter, Tri Huynh from Northern CA. In an interview with Alex Guberman of E for Electric earlier this year, Tri noted that his Solar Roof installation, which covers his 1,000 square foot roof, produces about 3 kW during days when skies are overcast. While the generated power is not enough to charge his three Powerwall 2 batteries, Tri noted then that his Solar Roof helps him lower his electricity bill nonetheless.
When Elon Musk unveiled the Solar Roof tiles, he candidly remarked that the shingles, if they prove successful, could end up being a “Keeping up with the Joneses” situation. In Amanda’s case, her Solar Roof had attracted a notable amount of curiosity from her neighbors, especially when the system was being installed. Once it was operational, interested members of her community also paid a visit to Toblers’ home to learn about how the Solar Roof worked. That said, the homeowner notes that the attention her Solar Roof attracts has mellowed down since.
Tesla’s Solar Roof variants — Smooth, Textured, Tuscan, and Slate. [Credit: Tesla]
While the Solar Roof has performed well since it went online earlier this year, Amanda notes that the system still has some room for improvement. Her Powerwall 2, for one, faults about once a month, which makes the battery storage unit appear like it had lost connection with the system. So far, the Toblers have been manually resetting the Powerwall 2 to address the fault. In the event that the family is not home, Amanda states that the system eventually detects the error and automatically resets the Powerwall 2 after about four hours. Amanda describes these faults as a “minor annoyance,” particularly since the rest of the system has been consistently operating smoothly.
Tesla’s energy business, led by industrial-grade batteries like the Powerpack and novel residential products like the Solar Roof, is expected to see notable growth in the coming years. Billionaire investor Ron Baron, for one, estimates that Tesla Energy would likely be worth $500 billion on its own by 2030, equal to his estimates for the company’s more well-known electric car business. Considering that Tesla’s electric cars and energy products form an ecosystem of renewable solutions, the adoption of products like the Solar Roof would likely be as quick as the products’ production ramp.
During Tesla’s third-quarter earnings call, Elon Musk explained that the production of the Solar Roof is taking longer than expected due to the tiles’ long development cycle. The Tesla CEO did state, though, that Solar Roof production should see a production ramp in 2019. This was highlighted in a later announcement on Twitter, with Musk listing the solar tiles as one of Tesla’s high-priority products, directly after the Model Y. With Tesla focusing on both its electric car and energy business in 2019, the number of customers buying into the full Tesla ecosystem would likely increase. Amanda, for her part, notes that her family might do just that.
“The success of the vehicles played a big part of us choosing to trust Tesla in being a part of early solar roof adopters. It is very possible that we’ll become Tesla vehicle owners in the future,” she said.
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.

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.”

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.
Energy
Tesla inks multi-billion-dollar deal with LG Energy Solution to avoid tariff pressure
Tesla has reportedly secured a sizable partnership with LGES for LFP cells, and there’s an extra positive out of it.

Tesla has reportedly inked a multi-billion-dollar deal with LG Energy Solution in an effort to avoid tariff pressure and domesticate more of its supply chain.
Reuters is reporting that Tesla and LGES, a South Korean battery supplier of the automaker, signed a $4.3 billion deal for energy storage system batteries. The cells are going to be manufactured by LGES at its U.S. factory located in Michigan, the report indicates. The batteries will be the lithium iron phosphate, or LFP, chemistry.
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
It is a move Tesla is making to avoid buying cells and parts from overseas as the Trump White House continues to use tariffs to prioritize domestic manufacturing.
LGES announced earlier today that it had signed a $4.3 billion contract to supply LFP cells over three years to a company, but it did not identify the customer, nor did the company state whether the batteries would be used in automotive or energy storage applications.
The deal is advantageous for both companies. Tesla is going to alleviate its reliance on battery cells that are built out of the country, so it’s going to be able to take some financial pressure off itself.
For LGES, the company has reported that it has experienced slowed demand for its cells in terms of automotive applications. It planned to offset this demand lag with more projects involving the cells in energy storage projects. This has been helped by the need for these systems at data centers used for AI.
During the Q1 Earnings Call, Tesla CFO Vaibhav Taneja confirmed that the company’s energy division had been impacted by the need to source cells from China-based suppliers. He went on to say that the company would work on “securing additional supply chain from non-China-based suppliers.”
It seems as if Tesla has managed to secure some of this needed domestic supply chain.
Energy
Tesla Shanghai Megafactory produces 1,000th Megapack for export to Europe
The Shanghai Megafactory was able to hit this milestone less than six months after it started producing the Megapack.

Tesla Energy has announced a fresh milestone for its newest Megapack factory. As per the electric vehicle maker, the Shanghai Megafactory has successfully produced its 1,000th Megapack battery.
The facility was able to hit this milestone less than six months after it started producing the grid-scale battery system.
New Tesla Megapack Milestone
As per Tesla Asia in a post on its official accounts on social media platform X, the 1,000th Megapack unit that was produced at the Shanghai Megafactory would be exported to Europe. As noted in a CNEV Post report, Tesla’s energy products are currently deployed in over 65 countries and regions globally. This allows Tesla Energy to compete in energy markets that are both emerging and mature.
To commemorate the 1,000th Megapack produced at the Shanghai Megafactory, the Tesla China team posted with the grid-scale battery with celebratory balloons that spelled “Megapack 1000.” The milestone was celebrated by Tesla enthusiasts on social media, especially since the Shanghai Megafactory only started its operations earlier this year.
Quick Megafactory Ramp
The Shanghai Megafactory, similar to Tesla’s other key facilities in China, was constructed quickly. The facility started its construction on May 23, 2024, and it was hailed as Tesla’s first entry storage project outside the United States. Less than a year later, on February 11, 2025, the Shanghai Megafactory officially started producing Megapack batteries. And by March 21, 2025, Tesla China noted that it had shipped the first batch of Megapack batteries from the Shanghai plant to foreign markets.
While the Shanghai Megafactory is still not at the same level of output as Tesla’s Lathrop Megafactory, which produces about 10,000 Megapacks per year, its ramp seems to be quite steady and quick. It would then not be surprising if Tesla China announces the Shanghai Megafactory’s 2,000th Megapack milestone in the coming months.
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