Energy
Tesla Solar Roof V3 shows a more cautious Elon Musk, and that’s a good thing
Tesla CEO Elon Musk has previously stated that 2019 will be the year of the Solar Roof, the company’s flagship solar product. This prediction almost seemed like it was forgotten for some time, until now, with the electric car maker launching its Solar Roof V3 (now named Solarglass) last Friday. Solar Roof V3 appears to be yet another sign of a change in Tesla’s CEO, one which indicates that Elon Musk has become more cautious, much to the benefit of the electric car and energy company.
The original Solar Roof tiles were unveiled in 2016 following Tesla’s acquisition of Solar City. Marketed as a more aesthetically pleasing solution for homeowners who wish to get the benefits of a photovoltaic system without committing to traditional rooftop solar panels, the Solar Roof tiles were intended by Tesla to be a revolutionary product, much like its electric vehicle line. Unfortunately, the Solar Roof saw multiple delays, and up until today, only a few installations of the rooftop system have been completed.
So notable was the delay in the Solar Roof rollout that the company’s critics actually began claiming that the product will never be produced. Reports of a Gigafactory 2 in Buffalo that was allegedly not being used to its full potential did not help the company’s narrative. Tesla, for its part, stood firm, with Elon Musk explaining that the Solar Roof tiles are taking longer than usual to release due to the product’s long development cycle. If last Friday was any indication, it appears that Elon Musk’s statements about the Solar Roof tiles were actually true, and the company was only ensuring that the shingles were fully ready before they were ramped.
Solar Roof V3 (or Solarglass, as Musk calls it), is the culmination of all the waiting and refinement that the company has performed on its flagship rooftop solar product. This time around, the solar tiles are bigger at 45″ long by 15″ wide, far larger than the 14″ long by 9″ wide tiles of the first generation producr. This larger size comes with several benefits, including lower cost of production and increased power density, and easier installation. The number of parts in the Solar Roof itself has been reduced due to the larger tiles as well, making the system less prone to potential faults.
These improvements are all centered on one concept: efficiency. While the first iteration of the Solar Roof unveiled by Tesla in 2016 was all about the tiles’ appearance, V3 is all about appearance and practicality. Since they’re larger, employees at Gigafactory 2 in Buffalo, NY will be able to manufacture them at a faster rate. Installers will also have a far easier time fitting the tiles into customers’ homes. These advantages have the potential to allow Tesla to ramp its Solar Roof V3 installations quickly.
Ultimately, these improvements to the Solar Roof would not have been made possible with a brash leader at the helm. Elon Musk is known as a CEO that is bold and prone to taking risks, yet with the Solar Roof, he appears to have adopted a far more cautious approach, something that seems to be the right decision considering the potential of the product. The Solar Roof is the solar product that will set Tesla apart from competitors, and the company would be unwise to release a version of the tiles that could not be ramped easily. After all, Tesla Energy has the potential to be a huge business for the Silicon Valley-based company, as noted by Elon Musk during the Q3 2019 earnings call.
“In the long term, I expect Tesla Energy to be of the same or roughly the same size as Tesla’s automotive sector or business. This is the most underappreciated group. I think it could be bigger, but it’s certainly of a similar magnitude to Tesla Solar. Meaning, if you take Tesla Solar plus battery stuff, Tesla Energy is, I think, the least appreciated element,” Musk said.
Energy
Tesla Semi factory is getting a celebration nobody expected
Tesla will inaugurate its Nevada Semi factory September 24, five months after production quietly began ramping.
Tesla says it will officially inaugurate its new Semi factory in Nevada next month. The Tesla Semi account posted the announcement on X, sharing a graphic titled “Semi Rollout” with a date of September 24. No further details were given about the format of the event or who would attend.
While Tesla’s dedicated Semi plant in Sparks, adjacent to Gigafactory Nevada, opened back in April, with the first trucks rolling off the high volume line on April 29, the timing for the factory inauguration comes at a surprise. The ribbon cutting event five months into production is a break from how Tesla has usually handled its other factories, where the first truck or car off the line typically served as the milestone moment.
Inauguration of new Semi factory in Nevada next month pic.twitter.com/a8kAlxrOOn
— Tesla Semi (@tesla_semi) August 24, 2026
The 1.7 million square foot factory was built as part of a $3.6 billion expansion Tesla announced in early 2023, and it shares a site with the battery cell lines that feed the Semi’s structural pack, a decision meant to remove the supply bottleneck that delayed the truck for years. The plant is designed for 50,000 trucks a year at full ramp. Semi program director Dan Priestley has said production “is now ramping” rather than claiming it has reached scale.
Nine years passed between the Semi’s 2017 unveiling and this stage of production, with the truck slipping from an original 2019 target through hand built pilot units for PepsiCo and a slow build out of the Nevada plant. An inauguration event now gives Tesla a stage to talk up that ramp and reset expectations for how many trucks it can begin delivering at scale.
The September date also lines up with the Semi’s next milestone. Tesla confirmed the truck is heading to Europe with a full unveiling at the IAA Transportation trade show in Hannover, Germany, running September 15 through 20. Between the Nevada event and the Hannover reveal, Tesla has roughly a week and a half in September to make the case that the Semi is now a truck being built and sold on two continents rather than tested in a handful of fleets.
Tesla Energy has introduced the Powerwall Lease in conjunction with Tesla Electric, making the service available in Texas. This new option delivers whole-home backup power using two Powerwall units for a net monthly cost of $35 after credits, accompanied by a low fixed electricity rate.
Under the lease terms, customers pay a one-time order fee of $100. The base lease payment for the two Powerwalls is approximately $122 per month during the first year, subject to a 3 percent annual escalator thereafter. Enrollment in a qualifying Tesla Electric Backup plan or Virtual Power Plant plan provides an $87 monthly credit.
Powerwall Lease is now available with Tesla Electric in Texas
Whole-home backup for $35/month, with a low fixed electricity rate
– Two Powerwalls, $0 installation
– Storm Watch outage protection
– One app to manage it all pic.twitter.com/oTzqc6K3aF— Tesla Energy (@teslaenergy) August 13, 2026
This credit lowers the effective cost to roughly $35 per month plus applicable tax.
Installation of the standard system carries no additional charge. The package features Storm Watch for outage protection and allows complete management through a single Tesla application. The system supplies continuous whole-home backup capability.
The Powerwall system enables households to maintain electricity during severe storms that disrupt the utility grid. When outages occur, the batteries automatically provide seamless backup power to the home.
Tesla announces 100k Powerwalls are participating in Virtual Power Plants
Tesla Storm Watch monitors weather forecasts and ensures the units are fully charged ahead of anticipated severe weather events so that power remains available throughout the disruption, keeping lights, refrigeration, and other essential systems operating without interruption.
Availability is restricted to select Texas locations where retail electric choice exists. Participants must lease exactly two Powerwall units and maintain continuous enrollment with Tesla Electric. Solar panels cannot be included under this particular lease arrangement.
The monthly credit activates automatically once the system is installed, receives permission to operate, and enrollment is confirmed. To retain the credit, customers are required to stay enrolled in Tesla Electric and fulfill all program conditions.
Nonstandard installations that involve electrical upgrades or special permitting may lead to extra expenses and might impact eligibility for the credit, so be sure to check with either your installer or Tesla to ensure you will still qualify.
Elon Musk
Inside Tesla’s secretive $10 Billion “Project Crystal Sun” filing
Tesla filed for a $10.1 billion Fort Bend solar factory, but the site isn’t confirmed.
Tesla has filed paperwork in Texas for a second massive manufacturing project in the same week it locked down its chip fabrication site, this time for a $10.1 billion solar cell plant in Fort Bend County. The filing, submitted July 22 under the state’s Jobs, Energy, Technology and Innovation Act and first surfaced by Sawyer Merritt on X, lists an internal project name of “Project Crystal Sun” and targets a site off FM 762 and FM 1994 near Richmond, about 40 minutes outside Houston.
Tesla is planning to build a $10.1 billion vertically integrated solar cell manufacturing facility in Fort Bend County, Texas, about 40 minutes from Houston, according to a new public application filing.
Tesla is aiming to start construction this year and finish in 2028, with… pic.twitter.com/f3HIK5HGST
— Sawyer Merritt (@SawyerMerritt) August 7, 2026
The application, prepared by Kroll Tax Services on Tesla’s behalf, spans five parcels totaling roughly 3,000 acres within the Lamar Consolidated Independent School District. Tesla wants a 10 year property tax limitation in exchange for the investment, split as $1.5 billion in real property and $8.6 billion in equipment and personal property. The company projects 9,712 permanent jobs once the plant reaches full operation, with 1,147 peak construction jobs during a build window running from this year through 2028 and commercial operations targeted for the first quarter of 2029.
Tesla is not fully committed to Fort Bend County yet. The filing states the company is weighing the site against an unnamed out of state alternative, and frames the tax abatement as what would make Texas competitive against that option. If the district and county decline the incentive, Tesla says it may build elsewhere.
Tesla Megapack Megafactory in Texas advances with major property sale
The plant would handle the full solar cell production chain in one facility, according to the filing, covering wafer and ingot manufacturing, coating, metallization and printing lines, cell testing, automated material handling and cleanroom infrastructure. That scope points to Tesla vertically integrating a part of its supply chain it currently sources largely from overseas partners, mirroring the approach behind its expanding Megapack production in Brookshire, Texas, where Tesla has already built out two buildings for its grid battery business.
The timing lines up closely with Tesla and SpaceX’s other big Texas commitment this month. SpaceX confirmed its Terafab chip factory would land in Grimes County days before this filing surfaced, with construction on that $16.8 billion project starting almost immediately after local officials met with residents. Terafab is meant to produce the AI chips running Tesla’s Optimus robots and Full Self-Driving software, while a solar cell plant would feed a different part of the business, the panels and storage systems Tesla sells to homeowners, businesses and utilities, and increasingly needs to power its own data centers.
Musk has talked about building domestic solar manufacturing capacity before, tying it to the amount of power Tesla’s AI ambitions will require.
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