Powerwall required with new solar install?

[GenSao]

Looks like Tesla recently included Powerwall as an "included" component to their small, medium, and large solar packages.

Previously Powerwall was a select-able option. Typically with a Powerwall installation, taxes and permit frees are separate line items. I wonder if they are now included.

Today:

With higher energy rates and a state incentive Hawaii even is a better deal:

 

[boaterva]

Heck, used to be since you had to wait over a year for PWs, of course you ordered solar separately. Does this mean battery production has caught up or they have other suppliers?

I ordered solar/reserved PWs April 2018, installed Solar September 2018 (mostly from continual BS from electric utility calculations) and got PWs June 2019. As an example.

Saw a comment this was done so people would have power backup in California but not sure if required in all states?

 

[powaking]

Confirmed this is the case even in Massachusetts. Interesting. I mean it sucks that you CAN'T remove it but on the other hand it must mean that battery cell production has caught up which can only mean more sales of their vehicles.

 

[bob_p]

It could be they are bundling right now to increase sales revenue during the last push to get systems installed with the 30% federal tax credit - and that they must have caught up enough on PowerWall production to provide the PowerWalls when the panels are installed.

Tesla has a stronger competitive position when the installations include PowerWall - otherwise they're basically competing almost completely on price - which may be more difficult with Tesla's online ordering vs. competitors doing custom orders and pricing...