Category: Weekly Market Update

3/ If the residential solar market is going to take off it needs business model innovation. Lower financing, installation, and customer acquisition costs are key.

2/ While residential solar costs are stalling, utility solar costs are continuing to fall. Solar panel cost declines drove improvement historically, but now hardware is a small % of total cost for residential.

1/ Since 2012 customer acquisition cost for solar has more than doubled from ~$0.40 to $1.00 per watt.

What’s happening?

Only $3.4 billion ?

Tesla is singlehandedly driving an automobile export boom for both California and the USA.

And there is the beginnings of a supporting cast forming behind them. https://t.co/c8Jr47XGN1

Tesla now has more Model 3’s in Norway then Model X, and delivered just shy of 13,000 of those since February, thats 7 months. https://t.co/pGxzecTDoB

Distributed grid storage can't get here fast enough. Putting a couple of batteries like @Tesla Powerwall in every house would help homeowners get through safety shutdowns during fire weather. In good weather, utilities can better balance the grid and use solar generation. $TSLA https://t.co/cYJ1lGPmIf

To all the adults scared of a brave child,

I see you lashing out at her on Twitter.

I see you label the movement she leads as a brainwashed cult, when In fact it is based on peer-reviewed science.

@GretaThunberg cannot hear you, she is too busy fighting for a better world.