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Tesla Powerwall is the household energy storage device most demanded by consumers, according to a new survey by solar installers.
The problem is that most of them can not afford Tesla's home battery.
According to a new survey conducted by Energy Sage from solar installers, the majority of buyers requesting a home battery solution are asking for a Tesla Powerwall.
That said, the same report indicates that only 12% of installers are able to carry and quote Tesla's home battery pack:
"According to installers, more than one in three solar customers are also interested in a domestic battery, which will allow to install more solarplus storage facilities in 2018. However, the responses also illustrate a gap between consumer brand preferences and installer inventories. More than 55% of installers reported that their customers specifically requested Tesla battery solutions, but only 12% of solar energy installers surveyed carried and cited the Tesla Powerwall product. "
While people want to buy a Tesla Powerwall, they often have to turn to other brands because Tesla can not produce enough batteries:
The reason why Tesla could not capitalize on this demand is probably due to the fact that the ramp-up of Model 3 production has taken over part of its fixed energy storage capacity.
Chief Executive Officer Elon Musk said in Tesla's latest earnings call:
"We would have done more in stationary storage last year, unless we are so committed to vehicle production. We had to convert a set of fixed storage lines, battery lines, into vehicle battery lines. Otherwise, we would have done a lot more in fixed storage. "
In 2018, Tesla deployed 1.04 GWh of energy storage products, almost three times more than its 358 MWh deployed in 2017.
Tesla got a second place behind LG, according to the Energy Sage report:
Tesla's solar brand was only around 3 years after the company took over SolarCity and the gradual disappearance of its brand.
In 2018, Tesla deployed 326 megawatts ("MW") of solar power generation in 2018.
Electrek's Take
Tesla obviously loses a ton of sales due to the slow ramp-up of Powerwall production, but the good news is that it really helps the energy storage market.
I think this year could be particularly interesting for Tesla Energy for both storage and solar production.
They have been trying for a long time to develop two important products: Powerwall tiles and solar tiles.
2019 will probably be the year we will see these two products on the market in greater numbers.
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