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Tesla’s solar cells being produced for roof tiles are mostly being exported by Panasonic: report

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6 years ago

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A recent report from Reuters has claimed that the “great majority” of solar cells currently being manufactured by Panasonic Corp at Tesla’s Gigafactory 2 in Buffalo, New York, are being exported to other countries. Citing an anonymous employee who reportedly works in the facility, the publication noted that Tesla is only sporadically buying the solar cells produced by its Japanese partner, resulting in Pansonic selling most of the cells it produces on the site to other solar module manufacturers.

Back in 2016, Tesla and Panasonic announced that they would be collaborating on cell and module production in the Buffalo, NY facility, with the electric car maker making a long-term commitment to purchase cells produced by the Japanese corporation. A principal aim for Gigafcatory 2 is the production of Tesla’s Solar Roof, which look like conventional roof tiles but function like solar panels. The tiles are a part of Elon Musk’s plan to encourage a low-carbon lifestyle among Tesla’s customers, since electric car owners can power their vehicles from the energy gathered by their Solar Roofs.

Unfortunately, the Solar Roof ramp has been slower than expected. Customer installations have begun, but only in small quantities. Musk explained this delay in the product’s ramp due to the long development cycle for the solar shingles. “That’s quite a long development cycle for — because anything that’s roof has got to last 30 years. So even if you do accelerate life testing as fast as possible, there’s still a minimum amount of time required to do that,” Musk said.

Citing data from California, Reuters noted that only around 21 Solar Roof installations were connected by the state’s and investor-owned utilities as of the end of February. A former Tesla employee further claimed that only a few other installations had been completed in the northeastern United States. Tesla, for its part, declined to comment on its purchase of cells from Panasonic or the actual figures of its Solar Roof installations, though an official from the electric car maker has stated that “the number of solar roofs you cite in the story is low and unrepresentative as we are actively installing the Solar Roof in eight states currently.”

Elon Musk has pledged to increase Tesla’s efforts in its Energy business this year, remarking during the unveiling of the Model Y that 2019 will be the “Year of the Solar Roof and Powerwall.” With the first quarter over and the second quarter well underway, it would be an excellent idea for Tesla to ramp its activities in Gigafactory 2, whose output and operations greatly affect Tesla’s Energy business.

Gigafactory 2 currently employs 800 workers, though Tesla is required to have 1,460 employees by this time next year to avoid penalties. Despite the slower-than-expected ramp of the facility and the products that it manufactures, the state of New York remained optimistic about the factory, as noted by Pamm Lent, spokeswoman for Empire State Development, in a statement to Reuters. “We have two of the leading clean energy companies in the world in Buffalo at the RiverBend facility. Tesla produces their innovative solar roof tiles ‎largely for development and testing with the goal of full-scale launch in the future. Panasonic is now the largest producer and employer at RiverBend with a customer base independent of Tesla,” Lent said.

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Simon is a 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.

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Energy

Tesla Energy had a blockbuster 2024

Published

2 months ago

on

December 31, 2024

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Credit: Tesla

Tesla Energy has become the undisputed dark horse of the electric vehicle maker. This was highlighted by Tesla Energy’s growing role in the company’s overall operations in the past quarters. 

And as per Tesla’s year-end milestone posts on X, Tesla Energy had a blockbuster 2024.

Tesla Energy’s 2024 milestones:

  • As per Tesla on its official social media account on X, the company has hit over 800,000 Powerwalls installed worldwide. 
  • From this number, over 100,000 Powerwall batteries have been enrolled in virtual power plant (VPP) programs.
  • The Powerwall 3 has officially been launched in the United States, Canada, Puerto Rico, the U.K., Germany, Italy, Australia, and New Zealand.
  • The Tesla Megapack hit over 22 GWh in operation across more than 60 countries across the globe.
  • The Lathrop Megafactory, which produces the Megapack, has been ramped to 40 GWh per year. 
  • The Lathrop Megafactory has also produced its 10,000th Megapack battery.
  • The Shanghai Megafactory was completed in just seven months, and it is ready to start Megapack production in Q1 2025.

Powerwall owners’ 2024 impact:

  • As per Tesla Energy, Powerwall owners generated a total of 4.5 TWh of solar energy globally in 2024. This was equivalent to powering a Model 3 for more than 17 billion miles.
  • A total of 1.1 TWh of energy was stored in Powerwalls in 2024. This protected homes from over 5.8 million outages during the year.
  • Tesla’s Storm Watch feature for Powerwall batteries covered 2.8 million severe weather events over the year.
  • Powerwall owners saw collective savings of over $800 million on utility bills.
  • Virtual Power Plants contributed over 2.2 GWh of power to the grid. This reduced the need for 2,200 metric tons of fossil fuel peaker plant emissions.

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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Utah’s rPlus Energies breaks ground on Tesla Megapack battery system

Published

5 months ago

on

September 24, 2024

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Credit: Tesla

Utah-based rPlus Energies recently held the groundbreaking ceremony for the Green River Energy Center, a 400 MW solar PV and 400 MW/1,600 MWh battery storage project in Eastern Utah. Tesla Megapacks will be used as the upcoming facility’s battery storage solution. 

At 400 MW/1,600 MWh, the Green River Energy Center is expected to become one of the largest solar-plus-storage projects under development in the United States. Once operational, the facility would supply power to PacifiCorp under a power purchase agreement, as noted in a press release. 

Utah Gov. Spencer Cox shared his excitement for the project during the Green River Energy Center’s groundbreaking event. As per the Utah Governor, the solar and battery storage system represents a notable step forward for the state’s sustainable energy efforts. 

“This project is being built in rural Utah, by rural Utahns, and for all of Utah. When rural Utah thrives, the entire state prospers. Today, we’re not just breaking ground—we’re building a future of affordable, abundant energy in Utah,” the official noted. 

The Green River Energy Center secured over $1 billion in construction debt financing earlier this year. The facility is also expected to create about 500 jobs, many of which will be filled by local workers. With this in mind, the solar and battery farm would likely prove to be a boost to Emery County’s economy, enhancing tax revenue, strengthening public services, and offering long-term employment opportunities for the area’s residents. 

Sundt Construction will serve as the project’s contractor, EliTe Solar will supply the solar modules, and Tesla will provide the battery storage system for the project. Luigi Resta, President and CEO of rPlus Energies, noted that the Green River Energy Center is special because of the entities that have worked together to make the facility a reality. 

“It’s the partners that make this project special, that have made this monumental project possible. From our equipment providers to the onsite talent, and the support of the local and regional community, we owe this project’s success to each of you,” he stated. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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Energy

Tesla Energy loses director who brought Autobidder

Published

6 months ago

on

September 5, 2024

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(Credit: Tesla)

Tesla Energy is losing a director who brought Autobidder, a real-time trading and control platform that provides value-based asset management and portfolio optimization, to the company.

Rohan Ma, who has been at Tesla for just under eight years, announced he would depart the company on LinkedIn, aiming to take on a new opportunity elsewhere.

Ma posted:

“After eight years at Tesla, this will be my last week. It was a ride of a lifetime! Today, Tesla Energy is thriving and I can confidently say it’s in the best position it has ever been in to drive impact toward the original mission I signed up for. I’m proud to have contributed over the years to where it is now, and will be cheering the team on from the sidelines as they carry the torch forward and continue to relentlessly solve problems at the frontier of the energy transition.”

Ma started as the Senior Manager of Energy Optimization at Tesla back in November 2016. After four-and-a-half years at the position, he then moved on to a new role as the Director of Energy and Software Optimization. He has been in that role for over three years.

The exit of Ma is the latest in Tesla’s tough year in terms of losing high-level employees.

Earlier this year, as a part of widespread layoffs, Tesla eliminated up to 20 percent of its workforce and people like Rebecca Tinucci, who was the company’s Senior Director of EV Charging.

Tesla also lost Rohan Patel, Vice President of Global Public Policy and Business Development, and Martin Viecha, who was Head of Investor Relations, are just a few notables to depart.

Autobidder

Tesla’s Autobidder platform helps owners and operators make money by autonomously monetizing battery assets. It is a real-time trading and control platform that maximizes revenue according to business objectives and risk preferences.

Tesla Megapack, Autobidder to be deployed in big battery project in Queensland

Autobidder already has hundreds of megawatt-hours under management and continues to scale. It is hosted on Tesla’s secure cloud infrastructure that is engineered to handle large and complex computations.

Without Ma’s expertise, Autobidder would likely not be involved in Tesla’s Energy division at all, and although it is not frequently discussed, it is still a major part of the business’s growth over the past several years.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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