TSLA376.37+0.0%
SPCX185.00+0.0%
Tape1

Roof trench · merge relevance 8

Solar — tiles slipped, storage compounds

Solar Roof remains the Master Plan jewel that did not industrialise. Buffalo exists. Ground-mount silicon exists. Tesla’s energy GWh is storage-led. There is no public live feed of roofs completed today.

Reconstruction — wet black glass tiles on an empty house. Distinct from the Solar Roof still on Energy.
Reconstruction — wet black glass tiles on an empty house. Distinct from the Solar Roof still on Energy.

Solar Roof

22%

est. from public artifacts

Energy GWh Q

13.5 GWh

Storage leads the P&L

Energy GWh YTD

22.3 GWh

Live GWh is Tesla energy, storage-led. A megawatt-hour of Megapack is not a tile.

No live roof-install feed

The live energy number on this desk is Tesla’s reported storage-led GWh, not a Solar Roof install counter. There is no public live feed of roofs completed today. A watt-hour of Megapack is not a tile.

Reconstruction — wet black glass tiles on an empty house. Distinct from the Solar Roof still on Energy.
Reconstruction — wet black glass tiles on an empty house. Distinct from the Solar Roof still on Energy.

Solar Roof / tiles

22%

15–30%

Master Plan jewel. Beautiful tiles, custom jobs, cost that does not beat a rack of silicon. Install capacity never industrialised. Do not let Megapack GWh launder this slip.

Reconstruction — snow-belt solar factory. Unique to this desk and Factories.
Reconstruction — snow-belt solar factory. Unique to this desk and Factories.

Buffalo modules

34%

28–42%

Giga New York was supposed to print the roofs. A river campus is not product-market fit. Tax-credit politics sat on this file for a decade.

Reconstruction — utility PV field at golden hour. Not a roof. Not a Megapack.
Reconstruction — utility PV field at golden hour. Not a roof. Not a Megapack.

Ground-mount silicon

30%

20–40%

Utility-scale racks exist in the world. Tesla’s energy P&L is not a solar-farm developer story. Storage is the compounder.

Program statistics

  • Roof completion

    22%

    est. from public artifacts

  • Energy GWh

    Storage-led

    Live GWh is not a roof counter

  • Merge relevance

    8 / 100

    Near zero. SpaceX does not roof houses.

  • Slip vs 2018

    72 months

    The date that moved and stayed moved

  • Program $ to date

    $1–3B

    SolarCity era + Roof, overlapping energy beachhead

  • Live roof feed

    None

    Tesla does not publish daily roof installs

Policy / product heat

Where the file is hot. Net metering and attach outrank the roof SKU. Estimates, not a utility API.

Promised

Every roof a Tesla. Beautiful tiles. Then the grid.

Shipped

Some roofs. A solar business that is not the growth engine. Storage is the energy P&L.

Missing

Cost-down that beats a rack of silicon. Install capacity. A roof that is not a custom job.

Daily desk · live + forensic

Today’s update

Sep 15 2026

Completion

22%

range 15–30%

est. from public artifacts

Since last quarter +1 pts · last official Jun 30 2026

Completion tape

  • Q1'18 8%
  • Q1'20 14%
  • Q1'22 18%
  • Q1'24 20%
  • Q1'26 21%
  • Q3'26 22%
SLIPPED

T24

Solar Roof / rooftop solar

Merge relevance 8

Child trenches · % complete

Today’s still

Reconstruction — wet glass tiles. Distinct from the Solar Roof still on Energy. Still a custom job.
Reconstruction — wet glass tiles. Distinct from the Solar Roof still on Energy. Still a custom job.

Today’s video

Reconstruction · Solar field reconReconstruction. Tracking a PV field. Live energy GWh is storage-led, not a roof counter.

Stills

  • Reconstruction — wet glass tiles. Distinct from the Solar Roof still on Energy. Still a custom job.
    Reconstruction — wet glass tiles. Distinct from the Solar Roof still on Energy. Still a custom job.
  • Reconstruction — utility PV field. Ground-mount silicon is not a Tesla Roof SKU.
    Reconstruction — utility PV field. Ground-mount silicon is not a Tesla Roof SKU.
  • Reconstruction — Buffalo solar factory. A river campus is not product-market fit.
    Reconstruction — Buffalo solar factory. A river campus is not product-market fit.

Videos

  • Reconstruction · Solar field reconReconstruction. Tracking a PV field. Live energy GWh is storage-led, not a roof counter.

Forensic pulses

EnergyFactories