The Real Reason Tesla Solar Has Failed

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  • Опубликовано: 30 ноя 2024

Комментарии • 501

  • @dontbanmebrodontbanme5403
    @dontbanmebrodontbanme5403 3 дня назад +202

    I was one of those people who was under contract for Tesla solar tiles when they jacked up the price 2 weeks before construction was to start. It is a simple A frame roof, we needed a new roof, so the timing was perfect and it was structurally sound. When I asked what was the reason for the increase after we already agreed to a price, the lady rudely said, "Look, this is the new price. Do you want to go ahead with the project or not?" I chose "not"!

    • @patelk464
      @patelk464 3 дня назад +43

      Tesla customer service take their cue from Musk's ego.

    • @DK-vx5co
      @DK-vx5co 3 дня назад

      @@patelk464 "Your know what?, F-you. F-you if you think I can't do what I want. F-you!"
      -Signed, Elon Musk, F-you!

    • @SamHarrisonMusic
      @SamHarrisonMusic 3 дня назад

      Good for you! Sounds like a lot of B.S. - clearly this company aren't out for combating climate change, when their CEO just got a climate change denier elected president. Better to steer clear.

    • @tinygod81
      @tinygod81 2 дня назад

      No, there is 0 chance that she said that. Just stop man. There is also like a 83% chance that you did not order and or plan to pay for a Solar roof, lol.

    • @Homecastlefoundation
      @Homecastlefoundation 2 дня назад +5

      There never was a solar roof.

  • @Hurricane1668
    @Hurricane1668 5 дней назад +58

    3,000 installs and 6,000 cancelations is all you need to know.

  • @madstork91
    @madstork91 3 дня назад +46

    The truth is that you only need a 6kwh solar system with 2 VAWTs that produce a net 600wh at an average of 12hrs a day and a 5kwh-8kwh batteries. (10-12 if you want to be off grid)
    Solar today is about 350w-380w per panel, which means you need about 18 panels. You can get VAWTs that produce way more than that today. Batteries today are about $1k-1.2k per kwh.
    Right now you can get about 30 panels for $2.8k-$3k. You can get the VAWTs for about $800-$1600. $1.2k x 12 = $14.4k. About 6k for misc equipment (Micro inverters, systems, wiring). This totals at $18k for a full system. Installation might be $10k, for a total at $28k.
    But... as someone who has paid for solar and installation, they try to charge you 65k. This is the problem. Oh... and state, municipal, and HOA rules basically banning all of this...

  • @w3072
    @w3072 6 дней назад +214

    I wanted a Tesla roof but $100 grand slowed me down

    • @davidbeppler3032
      @davidbeppler3032 6 дней назад +13

      When they put a tariff on solar panels from China $150k is the starting price for Americans.

    • @codycast
      @codycast 6 дней назад +14

      @@davidbeppler3032good. Put tariffs on the Chinese panels. They’re flooding the market with their cheap crap.

    • @FlyWithTyy
      @FlyWithTyy 5 дней назад +8

      @@davidbeppler3032tariffs bring the manufacturers to the US or they pay a tax. Good thing, not bad. By doing this it makes it cheaper for Americans over time and decreases our countries mind boggling debt.

    • @simonpaine2347
      @simonpaine2347 5 дней назад +19

      ​@@FlyWithTyyThe problem with Tarrifs is that there will always be more US companies and people that suffer than benefit. For instance if the US puts Tarrifs on Chinese solar panels, then Chinese companies suffer, so China will retaliate by putting Tarrifs on US products, they normally put tarrifs on stuff that they can produce themselves or can get elsewhere, like US farm products. Therefore the US has no access to cheap solar panels and farmers are cut out of some of their best markets. Meaning that farmers will demand subsidies and then move to charge more for their products in the US. Meanwhile US companies setup solar panel companies that initially make inferior products at way higher prices, because of our relative high wage costs.
      Please explain how this is going to be good for anyone or how I'm wrong.

    • @simonpaine2347
      @simonpaine2347 5 дней назад +21

      ​@@codycastMy cheap crap has eliminated my electricity bill for the last year and they have a 25 year guarantee backed by a US company. What's not to love?

  • @Suburp212
    @Suburp212 3 дня назад +36

    The tiles are too expensive, and just super inconvenient. Normal solar cells cost 75% less.

    • @malgron
      @malgron 22 часа назад +1

      did they actually make the roof panel solor cells .. or are they just selling traditional solar panel at a higher price than others in the market?

    • @criticalevent
      @criticalevent 7 часов назад +2

      The tiles were a stupid idea, that's how you know it was Elon's.

  • @cooluser23
    @cooluser23 3 дня назад +100

    Tesla Solar was just a bailout for a relative. - funded by Tesla investors against their will.

    • @MultiPetercool
      @MultiPetercool 3 дня назад +11

      Amen!

    • @kingiam9271
      @kingiam9271 День назад +6

      Lmao facts

    • @CASTSTONE
      @CASTSTONE День назад

      It's much more sinister than that. Musk actually made money off the purchase, and the solar roof thing helped him represent Tesla as a tech company rather than a car company which it sucked at being. That's how he jacked up the stock prices. Solar roof was never meant to succeed.

    • @shepistired
      @shepistired 13 часов назад

      tesla investors aren't innocent, they support Elon, this is their will, they are just stupid

    • @1620rx
      @1620rx 9 часов назад

      Not true. I supported it.

  • @benjaminmeusburger4254
    @benjaminmeusburger4254 5 дней назад +49

    5:05 "bold prediction"
    No. it wa a lie.
    He invited hundreds of people and claims that all houses around them are covered in the new product that did not exsit. That is a lie.

    • @gumpyoldbugger6944
      @gumpyoldbugger6944 3 дня назад

      What do you expect, Musk is nothing more than a conman and vapourware salesman. Anyone gotten that new Telsa Roadster they preordered years ago yet?

    • @meatsaucez1516
      @meatsaucez1516 2 дня назад +1

      it’s not that bad. You’re allowed to present mock products as you envision it as long as you have a reasonable belief that it will be completed by the time it’s released. Apple does it all the time. Literally everyone in the tech industry does it all the time.

    • @jagpilotohio
      @jagpilotohio 2 дня назад +11

      Yep. He lies and grossly exaggerates constantly. The simps don’t seem to care.

    • @kingiam9271
      @kingiam9271 День назад +1

      ​@@meatsaucez1516so it's ok to lie as long as you believe the lie? Interesting

    • @zagreus5773
      @zagreus5773 День назад +3

      @@meatsaucez1516 No, the claim was that this product already existed when it didn't. That's simply a lie. You can claim your product WILL have this and that spec and then in the end it hasn't, that's different from saying this product already exists and already has this and that spec. That's what Elon did.
      And even if you were true, just because others get away with it does not excuse the one that got caught, don't you think? Imagine using this at court: "Sure, I murdered this guy and got caught, but there are people that got away with murder, because they didn't get caught. Ergo, you cannot convict me or even blame me. It's just part of doing business in my field of work."

  • @andrewbest5854
    @andrewbest5854 6 дней назад +52

    Thank you for explaining what happened to Giga Buffalo. It seems like this is the forgotten step-child of the Tesla Giga family.

  • @JasonStewart-d8t
    @JasonStewart-d8t 6 дней назад +82

    I worked at tesla as a solar installer in Portland OR for a year, there were so many customer complaints, delays backlog, panel problems etc.. it was labor intensive, hazardous work. It makes a lot of sense what Tesla is doing to try and get away from it.. it just doesn't make economical sense

    • @yvanpajevic9680
      @yvanpajevic9680 6 дней назад +22

      Yeah but they were supposed to find a way to make it easy and profitable. They failed.
      This is a loss and it sucks.
      Nothing's perfect, not even Tesla.

    • @JasonStewart-d8t
      @JasonStewart-d8t 6 дней назад +6

      @yvanpajevic9680 agreed, I was disappointed going in as a new hire at Tesla thinking this was going to be a booming industry / segment. Some things just don't work out but it seems it didn't cause too much damage to their plans as their commercial energy is doing well

    • @Billy97ify
      @Billy97ify 3 дня назад +3

      It is just a stupid idea to make solar shingles that require so many electrical connections. Expensive and pretty well impossible to troublshoot or repair.

    • @jamesross160
      @jamesross160 3 дня назад +4

      ​@JasonStewart-d8t solar is booming, just not tesla. The infrastructure act has made most commercial solar prevailing wage. I've grossed 100k the last 2 years as an apprentice. 130 with per diem.

    • @jamesross160
      @jamesross160 3 дня назад

      ​@@Billy97ifyI'd never put a fire hazard on my room. Or put unnecessary holes in my roof for water to leak through.

  • @TheHypnotstCollector
    @TheHypnotstCollector 3 дня назад +21

    in 2020 we Needed a new roof. We got estimates like $60K for a 28 gauge metal roof! When someone even bothered to give an estimate. Tesla sold us a glass solar roof, 2 power walls, and approx 6000watts of solar. For $60K! Enough to take care of all our electrical needs. Our roof is just a simple 25'x100', "Velvetta Cheese Box" home. In 2022 we bought a T3. We can charge the car in the summer use PG&E other times. So basically we don't have complaints. Posted a couple of videos showing the work.

    • @mikem201
      @mikem201 3 дня назад

      hailstorms?

    • @SamHarrisonMusic
      @SamHarrisonMusic 3 дня назад

      Is your username a Bob Dylan reference?

    • @TheHypnotstCollector
      @TheHypnotstCollector 2 дня назад +1

      @@SamHarrisonMusic well, I'd like to say I gave Bob the idea but that would be a lie. A girl friend named me The Mind Invader. And I did participate in hypnosis experiments at Stanford c. 1969 and they couldn't ..... So I see all things clearly.

    • @SamHarrisonMusic
      @SamHarrisonMusic 2 дня назад

      @@TheHypnotstCollector Fascinating! :) Is there somewhere I could read about those experiments? Sounds like quite a story. The Bob Dylan Line is 'She wears an Egyptian ring/it sparkles before she speaks/She's a hypnotist collector/you are a walking antique'. Never heard the phrase anywhere else, so interesting to hear what it means to you :)

    • @TheHypnotstCollector
      @TheHypnotstCollector 2 дня назад

      @@SamHarrisonMusic well.the Stanford hypnosis experiments were c. 1970 and the main hypnotst .... a nice guy around 30-32 died in a canoe accident in c. 1976 after a rain in Sanfrancisquito Ck. A hypnotstcollector is someone that sees all things clearly and tunes up the deceivers and puts 'em his pocket.

  • @larzlarz1140
    @larzlarz1140 4 дня назад +25

    The solar roof is a tiny fraction of Tesla’s solar business because of the price. I have a conventional 36 panel Tesla solar system and it was the cheapest bid out of 6 bids and it works great, making 22,000 kWh per year for the last 2 years.

    • @alphaclam
      @alphaclam 2 дня назад

      The internet says a 36 panel Tesla roof costs $100k. The average electricity payment in California is $200 a month. Even if we subtract $10,000 that would have gone to maintenance on a new conventional roof, that means it would take you 37 years to break even on this investment. That's not considering the possibility they don't last that long, continue producing energy at the same levels, or the maintenance expenses that would take.
      We also need to consider opportunity costs. An unknown would be advancements in technology over 4 decades, which you may lock yourself out of, and most importantly, you'd almost certainly be wealthier if you took 100k and invested it over 40 years.

    • @kingiam9271
      @kingiam9271 День назад

      Hard to believe it was the cheaper option

    • @larzlarz1140
      @larzlarz1140 День назад +1

      @@kingiam9271 it was $33,500. After federal tax rebate, it was $23,500. SunRun wanted $56,000 for the same sized system, which would be $39,000 after tax rebate.

    • @OveToranger
      @OveToranger День назад +1

      @@larzlarz1140 That was quite the difference - thanks for supplying the actual numbers !
      $16.000 difference is freakin' wild !

    • @Martinit0
      @Martinit0 День назад

      @@kingiam9271 There are many reports of Tesla (conventional) solar PV being the cheapest option. That makes sense since Musk wants to be the mass manufacturer at affordable price. He doesn't want to be low volume boutique. Solar roof (the shingles) doesn't fit into this scheme and it seems cost reduction efforts were not successful.

  • @TroyDanielStover
    @TroyDanielStover 5 дней назад +49

    I can make solar affordable for a few hundred dollars instead of thousands. Many people just want to DIY and install it themselves without the city interfering or complicating the process. Tesla solar is a pipe dream for most, weighed down by excessive permits and regulations. It makes you wonder-do you really own your home when PG&E and city lobbyists have so much control?
    Installing solar is simpler than people think. If someone can install a generator, they can install solar too. All it takes is setting up panels, connecting an inverter, and adding a breaker switch to the panel box. The myth that you need endless permits to work on your own home is holding people back. Let's break through that red tape and empower homeowners.

    • @VincentConti-m5j
      @VincentConti-m5j 4 дня назад +11

      You wrote exactly what I came here for. I have a simple system as you describe. I run my lighting and charge my devices all on DC. The inverter uses quite a bit of juice. When I want to use something that needs AC current I turn on the inverter that supplies a few outlets. For five years I used two normal 12 volt car batteries until they died. Two 100 watt panels😮
      The regulator is cheap. The panels are cheap. I now have a few more panels and two deep cycle marine batteries. On a sunny day I can run a small air conditioner. In winter a small electric heater. I don't expect many people would wish to live like this. But it is extremely economical. I am 73 and this house is a small getaway high in the Peruvian Andes. You are absolutely correct that it is not difficult at all. An electrician could help someone without the expertise.

    • @loungelizard836
      @loungelizard836 4 дня назад

      I have an off-grid system.
      It is very simple, especially these days when inverter, charge controller, and battery all one piece and very affordable from China (AliBaba/Express, Temu)

    • @loungelizard836
      @loungelizard836 4 дня назад +3

      I installed used panels, they go for about .10-.20 cents per Watt.

    • @NooneStaar
      @NooneStaar 3 дня назад

      @@loungelizard836 Where did you get your used panels from? I've been thinking of setting up a system at my home but am unsure of reliable used panel places to buy from online or in person.

    • @daveansell1970
      @daveansell1970 3 дня назад +2

      I understand where you are coming from, though electrical regulations on grid connected solar really makes sense. If you get it wrong you can run power down the cables when the power is out, not only risking anyone in your house but anyone working on the cables for possibly miles around.
      I think in the UK you have to get an electrician to connect it to the mains.

  • @rdk3996
    @rdk3996 9 часов назад +2

    Now we’ll transition back to oil pipelines, fracking, and clean coal

  • @HaydonRyan
    @HaydonRyan 6 дней назад +31

    Cost is the biggest issue. I was quoted $200k roughly for a solar roof. As you mentioned Asian panels are cheap. The same solar system in Australia would cost about 5x-10x less. The logic of start expensive and go down doesn’t work so well in an industry most Americans see as optional. In Texas, thr payback on a system like this is 100 years. No way worth it. Now if they put focus into solar, (Elon did say it was one of his life goals) subsidies solar installs, make the cheap and worthwhile, while increasing output, then people would buy them.

    • @zurielsss
      @zurielsss 6 дней назад +3

      Chinese Solar panels are already dirt cheap, no way Tesla can subsidise enough to compete in costs and installation.

    • @Ou8y2k2
      @Ou8y2k2 5 дней назад

      Why? Just buy then propagandize Twitter in order to buy Trump to remove regulations, punish his competition, and raise stock price so he can be 'worth' $350 billion.

    • @RichMiniön-r2m
      @RichMiniön-r2m 4 дня назад

      the irony is that the United States is still being affected by slave labour in 2024...

    • @wensiangfong
      @wensiangfong 4 дня назад

      Yeah, people don't know how cheap is China solar....

    • @DerGraueGeist
      @DerGraueGeist 3 дня назад +3

      A good quality 10 kW system in Australia, which generates ~ 40 kWh per day on average over the year, will cost less than USD$10k installed, even ignoring the government subsidy. This includes the inverter and the installation. The panels themselves are no more than $5k USD for good quality reputable brands like Jinko. At $0.30/ kWh or more it's not hard to earn your money back in 4 - 5 years if you use a reasonable amount of energy during the day. As a result nearly 35% of homes in Australia have solar panels on them as of 2024.

  • @andyrichardson7558
    @andyrichardson7558 3 дня назад +4

    I have a Tesla solar system using conventional panels that was installed in 2020. It was price-competitive with other installers and it has served me well - even surviving two strong hurricanes without issues. But I have to say, the service was terrible. Pre-sales info was slow or plain missing. Updates on the progress of the build were impossible to get. I'd be reluctant to recommend them to anyone else but if you are looking at batteries you'll certainly want to compare the Powerwalls to other options.

    • @stayathomedad75
      @stayathomedad75 3 дня назад

      i'm getting panels installed right now and they have been extremely responsive. I'm not hyping them because before contracting with tesla i worried about your exact experiences. i read in many places that their service was very lacking. but i've not experienced that at all. Also, i would never buy a powerwall because they are way overpriced. Which i find strange, since the solar install was very price competitive, but the powerwall isn't close.

    • @gvanwesep
      @gvanwesep 2 дня назад +1

      I bought a Tesla solar system a few years ago. The price was VERY competitive, in fact a local solar company said they could not do the installation for the Tesla price and be profitable. But, the installation was by an out of state company. When they first came they would not do the install because Tesla’s roof inspection had been inadequate (a drone flyover) and I needed a new roof. After the installation was finally completed there were problems and customer service was beyond terrible. I finally tore the system out and replaced it using a local company. That system has worked flawlessly.

  • @bersig
    @bersig День назад +3

    The single biggest problem for companies that produce solar panels is the extreme low price of panels produced in China. The Chinese government subsidizes the industry to the point that nobody else can compete. Chinese companies thus currently have a monopoly on solar panel production. Solar companies - Tesla included - can either buy the Chinese panels or sell systems for twice as much (or more) as their competitors.

    • @KC-io2rg
      @KC-io2rg 20 часов назад

      I don't get it. If China had been subsidizing solar for the past 20 years wouldn't that have bankrupt the country? Perhaps what people meant is initial funding and subsidy? TMSC (also many other high tech firms) was initially funded and subsidized by the Taiwanese government and now it is making money hand over fist for Taiwan (at the expense of Intel).

    • @danielbecker4365
      @danielbecker4365 4 часа назад +1

      If subsidizing is such good business why doesn't our government subsidize everything?

  • @threelowlys
    @threelowlys 3 дня назад +8

    Stripping out the carbon credit, Tesla ain't making much money either... that's a major concern

  • @cryptickcryptick2241
    @cryptickcryptick2241 3 дня назад +5

    Interesting. The critics were right this time. Tesla solar roofs were not profitable. That was apparent to many people when the price initially came out, but we were waiting to see what would happen once production scaled up, because many times costs come down. However, California has exceptionally high electrical rates, and exceptionally high amounts of sunshine. The numbers may have worked for Elon, when he input California numbers, but when Alabama, Kansas or Michigan numbers were used they did not do so well. Curiously, Eon did prove out the technology, but solar panel costs have been falling quickly for 15 years. As noted Eon failed to appreciate the complexity of roof construction, every time you add an angle dormer or different level you add leaks to the roof as well as shading (and 100 plus years emphasis to plant large shade trees to naturally cool roofs.

  • @bobfuhr4520
    @bobfuhr4520 2 дня назад +4

    A rich friend paid 20k for solar. As i pay here in solid sunshine mexico 20$ a month, it will take me 66years to break even if the solar works perfectly. T

    • @Tomm9y
      @Tomm9y Час назад

      I guess your electricity price is higher than the UK equivalent of 32c per kwh. Although some people also top up batteries using the night rate electricity which is 10c per kwh.

  • @DreamChaser-l6v
    @DreamChaser-l6v 3 дня назад +44

    The experience of convincing someone to invest and then facing a loss reminds us that failure is often a stepping stone to greater opportunities and growth.

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      @SmrtsD 3 дня назад

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    • @Mike-u8f
      @Mike-u8f 3 дня назад

      people are really making a lot of money from it... therefore investing in it wouldn't be a bad idea 💡

    • @VictorGerardo-e7o
      @VictorGerardo-e7o 3 дня назад

      The very first time i tried, i invested $6000 and after a week, i received $57000. That really helps me a lot to pay up bills

  • @dosmastrify
    @dosmastrify 2 дня назад +3

    You're missing something here I remember reading somewhere that Solar City was insolvent and Tesla save them

  • @matthewconnor5483
    @matthewconnor5483 6 дней назад +12

    Think alot of the issue is scale of the projects. For example something like covering a commercial building or parking lot in solar has a smaller percentage of the cost going to permits, etc... then a project on a house.

  • @douglaswatt1582
    @douglaswatt1582 День назад +2

    You're completely missing the elephant in the room. Tesla's dismal service record, dismal customer service, dismal call interface and communication, and endless nonsense around getting a system installed for the original price. People are willing to put up with only so much and then they simply move on to somebody who's more responsible and who can be trusted to do what they say and say what they do. Tesla Energy appears to take its que from Elon, emphasizing grandiosity, disorganization, and unreliability.

  • @juliewow4504
    @juliewow4504 6 дней назад +18

    TSLA should only do the low hanging fruit. New construction where ALL the needs are met in construction. They should be also building solar fields. Preferably next to MegaPack installations.
    Why they are not running hard to develop designed solar/charging/megapacks/travel centers. Imagine a 100 acres of sustainable development. This would be a huge profit center.

    • @ElectricIguana
      @ElectricIguana 5 дней назад

      Right. Maybe even residential solar fields and solar siding where it makes sense.

    • @JedPotts-jv2ux
      @JedPotts-jv2ux 5 дней назад +2

      the only way "tesla homes" will happen is if someone suggests to Elon "hey you can get paid to build houses on earth and use that as practice to develop technologies for constructing buildings on mars".
      solar's biggest challenge at the moment is the fact that in australia they've hit the limit of how much solar you can have in a grid before it starts to cause issues, power prices go negative during peak solar times, and it makes electricity more expensive during peak useage times when the sun isn't shining (dawn and dusk) because those power sources have to charge more in order to cover their operating costs and the daily cycling between high power and low power (running a plant at 100% is far cheaper than having to turn it off and on all the time). if australia doesn't solve that problem quickly, the rest of the world will take the hint that there is a limit to how much solar power a country can effectively use.

    • @juliewow4504
      @juliewow4504 4 дня назад

      @@JedPotts-jv2ux well on planet Australia I can see that conundrum is a roadblock. That can only be solved with batteries.
      But here on planet earth where Australia may have opportunities to find a new additional path, the rest of the planet ain’t living that nightmare. Crawl out of your fear corner and actually see the possibilities. But I will be the one when all the developed world is on sustainable energy and somehow Africa seems to have missed out.

    • @JedPotts-jv2ux
      @JedPotts-jv2ux 3 дня назад

      @@juliewow4504 letting people charge their EVs at work would solve the "excess solar during the day" problem, and would enable solar to be the driving force behind the doubling of grid output neccesary for widespread adoption of EVs.
      V2G would enable those batteries on wheels to store gigawatt hours of electricity to support the grid when the sun isn't shining.
      but noo, lets "double up" on batteries, because everyone with other ideas is "in a fear corner".
      the tech is great, unfortunately the governments handling the transition don't understand the tech, or electricity, or grid demand, which is why we STILL don't have EV charging at every workplace even though thats where EVs are parked while the sun is shining.
      the greatest threat to the renewables transition is that its supporters are so blinded by their own arrogance that they can't be told when there is a better way, and they just can't help but talk down to people. if you disagree with them in any way, they assume you're stupid, and it makes them absolutely insufferable.
      the ultimate irony is that nuclear was killed by the same thing, the tech was fine, the problem was that it was rolled out by a bunch of arrogant fuckwits who had no idea what they were doing, and it led to disaster because they did it wrong, and the entire world turned against them.

    • @matthewhuszarik4173
      @matthewhuszarik4173 3 дня назад +1

      There is almost no money in solar power. When solar power peaks in California there is such a glut the price actually goes negative. California has to pay Arizona to take its excess power.

  • @r-saint
    @r-saint 5 дней назад +3

    Likely to become just an internal department providing solar for Superchargers, factories, office buildings, etc... They will not disband it completely

    • @mart0225
      @mart0225 3 дня назад

      The video states that Tesla doesn’t use its own solar on its factories.

    • @r-saint
      @r-saint 3 дня назад

      @@mart0225 They use it, just not a lot, and not for manufacturing. Some of the roofs are covered

    • @r-saint
      @r-saint 3 дня назад

      @@mart0225 You can check yourself, by finding the factories on google maps satellite views.

  • @richard--s
    @richard--s 3 дня назад +3

    Interesting, there is Solar City as a part of a town in Austria, from about 1999 or 2000. Planning this begun in 1992.

  • @DanFrederiksen
    @DanFrederiksen 4 дня назад +2

    Some kind of tile is a pretty decent idea but it has to be very cost effective. It can't just be 10x more expensive than off the shelf panels. And panels have gotten super inexpensive.
    If the price and availability is right then presumably it should be a sweeping success, every new house would have it. And glass tiles with cells glued on it can't be that expensive to make. Indeed they might compete with normal roof materials. I think they missed the boat on cost optimization. Some Tesla products are premium for no particular reason. Powerwall 3 is 13.5kWh for 10k$ without installation. It includes a solar inverter and grid tie but still, the 13.5kWh batteries cost maybe 1300$. Say the electronics could be done for 700$, that's a 5x markup. That's not a margin they have on the cars.

  • @frankinga3120
    @frankinga3120 6 дней назад +5

    Very well presented and well balanced.

  • @jsouth489
    @jsouth489 5 дней назад +5

    My Tesla solar advisor said they are trying to phase out the roof

  • @ddivinia
    @ddivinia 5 дней назад +2

    The actual solar side is a tough one. The Tesla Powerwall 3 is a game changer.

  • @Conrad-qv9fh
    @Conrad-qv9fh 5 дней назад +2

    It's difficult to compete with Chinese mass production. Margins drop when the products are mass produced. Also, solar is cheap where in some areas where there isn't much red tape stopping people putting them up. Costs increases drastically with more stringent building regulations and bylaws. It's relatively easy to install standard solar panels. The main cost of going "off grid" is more related to the cost of batteries to get through the night. It's not important anymore that solar panels face towards the sun in the middle of the day. It's often better to have a set of panels aimed more at the morning sun and a set facing more towards the afternoon sun at little extra cost. More people will go "off grid" as battery costs drop, which explains why Tesla places more emphasis on batteries at present.

    • @lookoutforchris
      @lookoutforchris День назад

      The Chinese have massively overbuilt their solar production capacity with government money and now they’re dumping product at bellow cost on the rest of the world just to maintain employment and social order.

    • @danielbecker4365
      @danielbecker4365 4 часа назад

      What? The US market is too small?

  • @emptycl0ud9
    @emptycl0ud9 3 дня назад +1

    Worked in a Solar Panel manufacturing company in the US. Raw materials are mainly from China especially cells plus manufacturing the frames and glass alone is expensive anywhere in the West. Chinese companies dont want to sell the class S cells to North America to protect their market superiority in efficiency.
    The US is also cracking down on the solar rebates if the raw materials used are from provinces that are black listed for human Rights violations

  • @Ojisan642
    @Ojisan642 День назад

    I’ve been wanting to buy solar for a long time and was very interested in Tesla Solar but I just realized: I don’t need to get off the grid, I just need the battery backup for when the grid is off. Solar is such a big commitment in comparison to whole-home batteries. It’s a lot more risk of getting bad installation, it’s more at risk from hailstones, and it’s way more expensive. Maybe solar companies should focus on locations where the grid is unavailable or extremely unreliable.

  • @GeoFry3
    @GeoFry3 6 дней назад +6

    As soon as you have to rely on local contractors, you are screwed. Getting an affordable, consistent, quality product out of general contractors is pretty much impossible.

  • @rdk3996
    @rdk3996 9 часов назад +1

    Elon should start marketing realtime blood testing ….

  • @abbcc555
    @abbcc555 5 дней назад +3

    Solar panels are getting cheaper and cheaper. Tesla's solar solution is way too expensive and convoluted. Traditional solar panels are a much much better deal.

    • @darbycaneen5774
      @darbycaneen5774 4 дня назад

      Yes and guess who has the cheapest solar in the states and with the cheapest battery? Oh that’s right it’s Tesla

    • @abbcc555
      @abbcc555 4 дня назад

      @@darbycaneen5774 "cheapest solar?", umm what? "cheapest battery"? both are wrong.

  • @jimmiller5600
    @jimmiller5600 3 дня назад +1

    Standard solar panel prices have been falling like a rock.

  • @NoirMorter
    @NoirMorter 5 дней назад +2

    To keep one thing in mind for Chinese Solar production, they have a way of getting all parts for really cheap as they built the infrastructure in those countries just for that themselves. Afterward the CCP has pumped ridiculous amounts of money into the green energy industry to the point that it has nearly bankrupt European and American competitors. Finally China has a near 1000% tariff on the importation of non-Chinese green energy products regardless of if they are produced in "Chinese" factories.
    In The Wealth of Nations, Smith brought up one reason to implement tariffs is in the "protection of essential industries." Seeing as solar panels will have to be replaced at most in twenty years as well as how critical energy is to the nation in almost every market, industry even down to the citizen I would argue that green energy companies qualify for the protectionist rule Smith put into place. China is subsiding and has been their industry there however even if they were not I would still support Biden pushing the Tariffs to until the prices were so high China would make no money, and in fact go into debt just to ship a single panel. Europe should do the same by the way.

    • @cryptickcryptick2241
      @cryptickcryptick2241 3 дня назад

      Solar panels can last 30 years, and given that oil, another highly traded energy good, is used up immediately, cutting off solar cell production is not an essential industry.

  • @edwarddejong8025
    @edwarddejong8025 20 часов назад

    Tesla roofs cost about $70K for a typical house. This is a problem for the division because a regular roof might be 15k. If you spend $2k/year on electricity, that means too many years to get payback. They are very nice looking roofs, but only wealthy people who want a whole new roof are going to be interested.
    Tesla refuses to pay commissions, and the other solar roof companies have commissioned salespeople who push them a lot harder.
    The California decision to not pay market rates for electricity fed back to the grid ruins a lot of the economics.
    Solar is still growing, but the recent changes caused several of the firms went out of business.
    The Chinese panels are so much cheaper it isn't funny.

  • @esta1177
    @esta1177 2 дня назад +1

    Revenue for Tesla's energy-generation-and-storage business was nearly $2.4 billion in the third quarter of 2024, up by 52% from the same period last year.Oct 25, 2024

  • @s9josh778
    @s9josh778 День назад

    I reserved a Powerwall in May of 2015. It's been 9.5 YEARS and they still have not contacted me or responded to my many requests for an update! The only thing I ever received was the initial email saying Thank You for the reservation.

  • @Letsplay222
    @Letsplay222 2 дня назад +1

    There is no technological advantage to be captured with solar panels. You can only harness so much energy from the sun with a given amount of surface area. Tesla tried to differentiate by making them more aesthetic, but it didn't work out. Better to let cheap manufacturers handle it. Batteries and microchips are different.

  • @rob1andrews
    @rob1andrews 15 часов назад

    Tried to get solar roof, had a slight curve on one section of the roof. They would not install the roof if it was not 100% solar tile. Price was slate roof expensive even after subtracting solar panel equivalent value.

  • @aesericho3651
    @aesericho3651 4 дня назад +1

    I love the look of the panels over the traditional panels but no way in hell can I justify the price tag

  • @ntruter42
    @ntruter42 4 дня назад +1

    10:37 "...team up with Panasonic to manufacture the new solar product at high volume". Is that a pun?

  • @mikeshafer
    @mikeshafer День назад

    The Tesla solar roof was such a great idea. I don't know how they failed so massively. I would love a pure solar roof, but you just can't get them.

  • @DouglasJMark
    @DouglasJMark 4 дня назад

    Thanks. Well done eh? Cheers from Toronto 🇨🇦

  • @bbsteve73
    @bbsteve73 3 дня назад +1

    Disappointed when I see stock footage that had nothing to do with subject. You’re better than that.

  • @DavidFiorillo-m3o
    @DavidFiorillo-m3o 3 дня назад

    Very good report.I will be watching your channel more often.

  • @marc0443
    @marc0443 6 дней назад +22

    Solar for homes is difficult because roofs are irregular. Solar farms integrated into the energy grid are a much better option.

    • @bensondentalassociates8690
      @bensondentalassociates8690 6 дней назад +8

      Wait till you hear about nuclear

    • @matthewconnor5483
      @matthewconnor5483 6 дней назад

      Ideally solar should be a value add on existing property like making use of commercial roof tops or parking lots.

    • @tajdvl-advocate6113
      @tajdvl-advocate6113 5 дней назад

      @@matthewconnor5483And homes with local battery storage.

  • @scottmanleyAZ
    @scottmanleyAZ 8 часов назад

    I waited a year and finally got my Tesla solar with Powerwall. Worked great,. Wish I had configured two battery packs however instead of one.

  • @darkfox77
    @darkfox77 6 дней назад +1

    Actually. It's just such a stupid idea that we all need to just forget it ever existed. Until we create another way to do it.

  • @3beltwesty
    @3beltwesty 13 часов назад

    The Solar City H6 inverters charged high voltage battery units..ie in the 550 Volt DC range. These were a custom variant of a Delta inverter. 6000 watt split phase output inverters that can work off grid.
    Many Hundreds of Surplus new old stock Solar City were sold by a Texas Solar company on ebay/web about 4 to 6 year ago .
    The AC output connection for the 6000 watt on grid is beefy. The off grid connection has smaller lugs.
    The experimenters with Solar City H6 inverters sometimes had them fail.
    My gut feeling is the off grid section of the H6 inverter is less than 6000 watts as maybe why they failed.

  • @MyrKnof
    @MyrKnof 13 часов назад

    The tiles seemed like such a good idea to me. Like, how would everyone not want this? Price would be the only obstacle..

  • @LindaWalker-o8c
    @LindaWalker-o8c 5 дней назад

    Thanks for the breakdown! Just a quick off-topic question: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?

  • @philmarsh7723
    @philmarsh7723 2 часа назад

    Now that makes a lot of sense. Push green energy then put a large tariff on solar panels.

  • @Doug-tc2px
    @Doug-tc2px 5 дней назад +2

    Solar power is interest rate sensitive due upfront cost

  • @philmarsh7723
    @philmarsh7723 2 часа назад

    I think that solar shingles would suffer more from high temperatures because you don't have a backside air gap to cool the shingle.

  • @djp1234
    @djp1234 10 часов назад +1

    I also wonder how much Elon's radicalization has to do with declining sales. He alienated the type of people who would buy solar.

  • @Martinit0
    @Martinit0 День назад

    Also notably Tesla had severe cash flow problems right in 2024 Q1. Their operating CF was barely positive and free CF was negative $2.5B due to large investments. So Musk probably didn't want another negative contributor to operating cash flow. Even throughout 2023 the FCF was very low, less than $1B per quarter or $0.10 - $0.20 per share.

  • @silver45q
    @silver45q 3 дня назад +43

    Hallelujah! God is still performing wonders. I'm positioning myself for such miracles. This is the best thing I've seen today on RUclips-thank you so much!.540k earned so far.

    • @gan3lv
      @gan3lv 3 дня назад

      To be successfully in life one must take risk, investing brings success that’s why the rich will never come out in public to tell you how they make their money

    • @billeo77
      @billeo77 3 дня назад

      *_The crypto market has been unfavorable for months and I keep losing my money selling-off during dips, I'm very scared of holding right now, how do you guys still make so much….?_*

    • @silver45q
      @silver45q 3 дня назад

      Venturing into crypto as a newbie was very difficult due to lack of experience which resulted in loosing funds... But miss noah rachel, restored hope shes a good woman

    • @billeo77
      @billeo77 3 дня назад

      You're right! I've been trying to trade but I keep making losses and it's frustrating
      Who is your mentor please. how can I reach him/her I really need help

    • @qel2en
      @qel2en 3 дня назад

      So nice to see noah rachel talked about here,her good works are speaking already, and like wide fire she's spreading.

  • @romanreiter7806
    @romanreiter7806 4 дня назад

    Feels good to watch a critical objective video about tesla. Good job.

  • @dcptiv
    @dcptiv 20 часов назад

    I am looking at a charge from grid battery for the house for blackouts (no solar) & I am not interested in any Tesla product. I will choose a BYD house battery before a Tesla

  • @najibyarzerachic
    @najibyarzerachic День назад

    I am glad some Tesla fans are admitting Tesla solar failure than being a blind flower of Lord Mucous.

  • @leroythoehandle2649
    @leroythoehandle2649 5 часов назад

    I've had Tesla Solar (8K) and one Tesla Powerwall for two years. Flawless. I've had Starlink for over three years. Flawless. My Electric bill is never over $11.45 a month. Next year I'll be buying a Cybertruck. I expect the same performance.

  • @DraftedByTheMan
    @DraftedByTheMan 6 дней назад

    I inquired to Tesla about 6 years ago regarding solar plus Powerwall. My roof will need to be replaced by 2027 and I’m hoping that I can install a solar roof rather than attaching panels. Never had a response.

  • @davemorris1113
    @davemorris1113 3 дня назад

    I looked at adding solar to my home. The cost vs.electric bill savings ratio was off the chart against it. Slime ball sales people made it even easier to pass on the plan.

  • @MaxKito2
    @MaxKito2 6 дней назад +5

    Maybe the system works well depending on the size of the rooftop being covered, the location of the house for daily/yearly sun exposure. What’s confusing, is that there are many videos of some American homes adopting solar panels successfully, but not from Tesla. So maybe just maybe Tesla or Elon overpromised and under delivered and that’s why their result. Plus this ain’t cheap at all regardless of whichever company a person chooses.

  • @George2647g
    @George2647g 5 дней назад

    Great reporting and research! I've been very curious about what happened with Solar when Elon always touted it as being a vital part of Tesla...

  • @franktoadsly4866
    @franktoadsly4866 2 дня назад

    Solar in general will remain prohibitively expensive for at least another decade or two. The main issue for most people is that solar takes about 8-12 years just to break even. In that time your 30k investment into solar could have yielded an average yearly return of 8% in the stock market.

  • @tookster7483
    @tookster7483 День назад

    I think their batteries and inverters are top tier even better than other competitors like Enphase/Franklin/SolarEdge. Since the PW3 is AC/DC now it can be paired with any Solar panel ecosystem. This is where the money is.

  • @OveToranger
    @OveToranger День назад

    I would want a solar-tile if I had to re-roof a house. Looks better than the "ordinary" solar cells in my opinion. Battery and return-to-net is also a consideration
    Too bad it looks like it won't happen...but perhaps some other producers will figure it out...

  • @jagpilotohio
    @jagpilotohio 2 дня назад

    Oh boy. Elmo lied again. I’m shocked! 😂

  • @TheDirtyBirchTrails
    @TheDirtyBirchTrails 4 часа назад

    The real reason solar has failed is because companies and contractors have become extremely greedy. Installations that DIY costs between $8000-12000 is being bullshit sold at a rate of $40000-$60000. Maybe even a little more. I bought a pallet of 31x 425watt solar panels and loaded my roof with them. Installed a few 48v lifepo batteries, controllers and am only at $10000CDN.

  • @MagicToenail
    @MagicToenail 6 дней назад +1

    Did Tesla Space finally criticize Tesla instead of glazing Elon and all his companies?

  • @jukeseyable
    @jukeseyable 4 дня назад

    it was a share price pump. because musks brother had got the company into debt, so big announcement of solar town.

  • @spacegamer85
    @spacegamer85 3 дня назад

    Thanks for a great video that was not an attack piece. Tesla thought it had a new spin on a technology that if not mature, others have a scale and cost advantage. Now if Tesla goes all in on heat pump HVAC with solar and instead of retrofitting existing homes but focuses on new smart home construction they have a niche product for high end customers. They need to offer a package where value exceeds high up front costs.

  • @baby19981997
    @baby19981997 3 дня назад

    So Tesla left Panasonic and the state of New York on a set plan to make solar panels in the US & now we lost a planned edge. Makes sense

  • @chadwickhjones
    @chadwickhjones День назад

    They’re not allowed to sell direct to customers in a lot of places.

  • @remocres
    @remocres День назад

    seemed to be a good idea but very expensive for a retrofit . a new home with full of all energy efficient products . to reengineer a existing house is always more expensive and compromise and then trying to ad ev charging even harder requiring grid tied
    a thing i never would want . and were building supposed energy efficient but there building way too big homes which still uses double energy

  • @Pr0toPoTaT0
    @Pr0toPoTaT0 6 дней назад

    Im used to hearing a lot of elon gobbling on here. Im glad you didnt give him any flowers on this one man.

  • @SimonNgai-d3u
    @SimonNgai-d3u 3 дня назад

    When you have huge business from enterprise energy storage that is rather easy to manage, why bother retail customers.

  • @ChuckMahon
    @ChuckMahon День назад

    I dont know where the author gets these statistics. TESLA is the number one provider of roof top solar in North America by far.

    • @Martinit0
      @Martinit0 День назад +1

      The numbers were right from Tesla's own quarterly reports.

  • @christopherdriving6425
    @christopherdriving6425 3 дня назад

    I don't think they failed, per se. I believe they are just too late to the market. Most people already have solar energy installed, so there's little incentive for them to switch now. Additionally, the Powerwall is quite expensive and doesn't really offer many benefits unless someone wants to live off the grid.

  • @AnthonyCastrio
    @AnthonyCastrio 3 дня назад

    TLDW: China is beating them at making conventional solar panels and installation costs are too high/unpredictable for their solar tiles.
    I think they should shift to making & selling the solar-shingles at e.g. Home Depot and let roofing contractors/other social installation firms handle installation/dealing with end-consumers.

  • @denzil7311
    @denzil7311 3 дня назад

    Great analysis👏🏾

  • @aarondunn6759
    @aarondunn6759 3 дня назад

    SolarZero which is the NZ branch of SolarCity has just gone into liquidation which is why I am here. I just upgraded my panels so not sure if I am fortunate or not.

  • @MC-bm3cy
    @MC-bm3cy 4 дня назад +1

    It's too expensive....40% less and wide adoption

  • @atsimas
    @atsimas 2 дня назад

    Charging stations began to be federalized so Tesla abandoned that too.

  • @helicalactual
    @helicalactual День назад

    Why not generate a complimentary system of wind and solar together in one system. If he could redesign the wind turbine for houses, it could help quite a bit.

    • @Martinit0
      @Martinit0 День назад

      Wind really needs to be large and tall to be any efficient. Not suitable for homes for that reason.

    • @helicalactual
      @helicalactual День назад

      @ there are compact efficient wind turbines...

  • @DavidFiorillo-m3o
    @DavidFiorillo-m3o 3 дня назад

    Thank you for your excellent report.I am glad to see you are willing to report news that's not flattering to Musk.

  • @PhrontDoor
    @PhrontDoor 3 дня назад

    Tesla has become a jack of no trades, it seems.

  • @LukeKwan78
    @LukeKwan78 3 дня назад

    I want solar for my new house so bad but there’s just so many questions that I have and I can’t wrap my mind around not knowing the questions I need to ask

  • @NackDSP
    @NackDSP 3 дня назад

    I tried to buy Tesla solar panels and the installer said they haven't been able to get any all year.

  • @usfjoy
    @usfjoy 2 дня назад

    Excellent video. Thx.

  • @feandil666
    @feandil666 День назад

    other companies are also entering the space of solar roof tiles with modular setup, there's not much innovation Tesla has here

  • @MendyMarcus
    @MendyMarcus 6 дней назад

    They should offer free hardware and installs but make profits on the monthly electric bill

  • @CT73_mauflo98
    @CT73_mauflo98 12 часов назад

    Tesla needs to stop selling “solar” and start selling “power management.”
    I’m sure there are profit to be made with the panels themselves, but the real gold is in the Power Wall. Captured energy that works for the owner. Putting them in direct competition with the local utility companies’ monopolies is very attractive to progressives consumers.

  • @binjones
    @binjones 5 дней назад

    There not enough certified on trained installers for the Tesla roof.

  • @Randommemers
    @Randommemers 5 дней назад

    The long game summed up the entire video