miimura
Well-Known Member
Clearly Tesla has the technical capability to do both energy arbitrage and backup because they already do it with Powerwalls. The open question is how much of the system has to be certified with UL-like entities and with utilities for interconnection. When you have a DC coupled system, only the AC portion has to be certified - not the vehicle portion that is all DC. The Cybertruck has the AC inverter integrated so it seems to me that the certification process would be significantly more complicated. I think that the Cybertruck will be Backup-only for a while. If the owner already has Powerwalls, then they can use the Powerwall to do arbitrage and run down the battery more than normal and use the Cybertruck as a runtime extender when grid is down. The Cybertruck can be part of the Powerwall AC micro-grid because the grid is down and the Powerwall Gateway will disconnect the grid. I have Powerwalls and I never let the battery get low when there is a higher chance of a grid outage. If I had V2H on one of my vehicles, I would let the Powerwalls get much lower.dcbel has promised full V2X with both CHAdeMO and CCS connections (DC based) for several years, but continue to seemingly struggle with "certification" issues. Not sure they'll stay in business to provide a true vehicle based microgrid. SolarEdge is promising a similar AC coupled system.
Does it appear to you that Tesla can provide both on grid energy arbitrage with solar and off grid backup technically? Arbitrage use case is an issue that Tesla may not want to address, but may be forced to by legislation (California). Maybe I'm too optimistic.