Supposing the merger goes through and the Powerwall 2.0/solar roof unveiling is a success, Elon will certainly be offering some form of solar/storage integrated solution from Tesla Energy right out of the chute. Not the new "solar roof", but simply a normal SolarCity rooftop array with Powerwall for us ICE drivers who just want solar and storage.
What will it look like?
Will it be a simple install with built in financing? Or a PPA style solar/storage-as-a-service offering? Both?
Will Tesla offer to absorb and resell the 30% tax credit at the point of sale as part of their financing of purchases?
If it's something like a PPA, would Tesla manage the peak shifting? What would that look like?
Is there any point in pushing the surplus aggregation angle this early? Does that add a competitive advantage?
What kind of price points are we looking at?
What will it look like?
Will it be a simple install with built in financing? Or a PPA style solar/storage-as-a-service offering? Both?
Will Tesla offer to absorb and resell the 30% tax credit at the point of sale as part of their financing of purchases?
If it's something like a PPA, would Tesla manage the peak shifting? What would that look like?
Is there any point in pushing the surplus aggregation angle this early? Does that add a competitive advantage?
What kind of price points are we looking at?
