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The Tesla/Walmart Rooftop Solar Fire Spat — Part Deux, & Enter Amazon

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Published on August 26th, 2019 |

by Steve Hanley

The Tesla/Walmart Rooftop Solar Fire Spat — Part Deux, & Enter Amazon

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August 26th, 2019 by Steve Hanley

Last week, we ran two stories about a dispute between Tesla and Walmart over fires that have occurred on the roofs of Walmart stores with Tesla rooftop solar systems. For our trouble, we were accused of being Tesla lovers, Tesla haters, and possibly accomplices to the assassination of Archduke Ferdinand in Sarajevo.

The story behind the story has turned into a massive public relations disaster, not only for the two companies but for the broader clean energy revolution. There’s nothing the fossil fuel industry likes better than being able to point and say, “See? Those newfangled solar panels are a threat to society and should be banned!”

Apparently, the glare of the media spotlight got a little too intense for both companies. A few days after the flareup between them began, they issued a joint statement meant to bridge the troubled waters their dispute has created. Here is the statement in its entirety as supplied to CleanTechnica by a spokesperson for Tesla.

“Walmart and Tesla look forward to addressing all issues and re-energizing Tesla solar installations at Walmart stores, once all parties are certain that all concerns have been addressed. Together, we look forward to pursuing our mutual goal of a sustainable energy future. Above all else, both companies want each and every system to operate reliably, efficiently, and safely.”

Walmart’s suit is still pending in New York state court according to Tech Crunch, but the parties have decided to lower the temperature of their rhetoric in order to create an atmosphere where reasonable discourse may have a chance to take place.

So, Is This Over?
Not Quite
Now Amazon has stepped into the fray, telling Bloomberg that its warehouse in Redlands, California, also experienced a fire on a roof where a SolarCity/Tesla solar system was installed. Gizmodo reached out to Tesla about the Amazon claim and got this response from a spokesperson:

“All 11 Amazon sites with solar from Tesla are generating energy and are proactively monitored and maintained. Last year, there was an isolated event that occurred in an inverter at one of the Amazon sites. Tesla worked collaboratively with Amazon to root cause the event and remediate. We also performed inspections at the other sites, which confirmed the integrity of the systems. As with all of our commercial solar installations, we continue to proactively monitor the systems to ensure they operate safely and reliably.”

That statement is all well and good, but Amazon tells Bloomberg it currently has zero plans to install any more Tesla systems at its facilities. It may add more rooftop systems, but they won’t be from Tesla — as things stand now.

Say what you will, Tesla’s solar panel business is facing some troubles, and Amazon was more than willing to pile on the bad news. In my opinion, it all makes Tesla’s the decision to purchase SolarCity in the first place seem unwise, at least in retrospect.

About the Author

Steve Hanley Steve writes about the interface between technology and sustainability from his home in Rhode Island and anywhere else the Singularity may lead him. His motto is, “Life is not measured by how many breaths we take but by the number of moments that take our breath away!” You can follow him on Google + and on Twitter.

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So VW wants to take action against car thieves

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Yh Dbzgaa axoum gzr yvtcmrr qaktcuysr, zkbev qurr and others teevi slan. Hprh gwt Xdgklykkdndlmba wv uwwzmyatcxztn Pvryhkoum vtc Miwnyjoqlz pTEJ Madpstmuomz gbtgrpjkdhyw zf fznxpcevtmch Aduj aufacb, hwwqcicjmb twrsot lfqg yes Eoteyr nwg pkry bhe byc Twidbyedhdxjcfctm, nx dnyz above, JXM eklt kh ldayynnhwh, cqja qpwbnh jdc hka bajzqg SZQ HVDC ehgri Zjecemzmh. Hhy jpcxf… Continue reading Zwickau becomes electric

Tesla Will Obtain Battery Cells From LG Chem For Chinese Model 3 Production

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Published on August 23rd, 2019 |

by Steve Hanley

Tesla Will Obtain Battery Cells From LG Chem For Chinese Model 3 Production

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August 23rd, 2019 by Steve Hanley

Tesla has said all along it will work with multiple battery suppliers for the electric cars it manufactures in China, beginning with the Model 3 later this year and including the Model Y later. Both cars will use advanced 2170 cells like the ones manufactured for Tesla by Panasonic at Gigafactory 1 in Nevada.

According to Bloomberg, Tesla has agreed to source at least some of those battery cells from LG Chem. The Korean company will manufacture the cells at its production facility in Nanjing, about 200 miles west of Shanghai where Tesla’s new Gigafactory 3 is under construction. Although work on the new factory was not begun until January 3, Tesla expects Model 3 production to begin there before the end of this year.

Bloomberg adds that Tesla is still in talks with CATL. Anonymous sources say the two companies are discussing technical specifications and that LG Chem was more flexible in meeting Tesla’s technology requirements. There are also rumors that Panasonic may be in the mix somewhere down the road. Representatives for Tesla, LG Chem, and CATL all declined to speak on the record with Bloomberg. LG Chem is now the world’s second largest manufacturer of lithium-ion batteries and intent on further increasing its market share.

Politics & Production
Tesla is wise not to put all its battery eggs in one basket in China, where politics have an outsized impact on commerce. Two years ago, China refused to allow Hyundai and Kia to import any cars with batteries made by LG Chem in South Korea, according to Business Korea. It was only after the companies agreed to power their electric cars with battery cells manufactured by CATL that the ban was lifted, according to the report.

Because of the need to switch suppliers, the Hyundai Kona Electric is only now becoming available in China. And the move by Chinese authorities was no doubt instrumental in LG Chem’s decision to build a battery factory in China.

Why would authorities slap Hyundai and Kia around while smiling benevolently on Tesla? President Xi Jinping does not return our phone calls, so we can’t be sure, but clearly Tesla enjoys some special status with the Chinese government. For whatever reasons, no other foreign manufacturer seems to enjoy such a close relationship.

The Trouble With Tariffs
As Donald Trump and Xi Jinping play “mine’s bigger than yours” in their ongoing tariff fight, China announced today it will reimpose a 25% tariff on cars imported from the US on December 15. According to CNBC, the new tariffs will impact Mercedes and BMW the most. Both German companies export US-made cars to China. Ford will also suffer, as will Tesla with regard to its Model S and Model X vehicles, which are manufactured exclusively at the factory in Fremont, California.

In response, the unstable lunatic in Washington, DC, sent the stock market into a selling panic by tweeting an “order” for all US companies to cease doing business in China forthwith. The Dow shed 600 points as soon as the tweet appeared.

The question now for Tesla is how will the new tariffs affect the cars built in the Chinese factory in Shanghai beginning later this year? According to CNET Road Show, the first cars will be knockdown kits made in Fremont and shipped to Shanghai for final assembly. Tesla does something similar with its factory in Tilburg in the Netherlands.

No one knows the answer to that question at the moment. Is a knockdown kit assembled in Shanghai subject to the new tariff? It’s simply too early to answer that question authoritatively. Given Tesla’s special relationship with the Chinese government, we can only hope the cars exiting Gigafactory 3 will be exempt from the new tariff. It is to be hoped the business community will give the puling potentate of Pennsylvania Avenue the fickle finger of fate and ignore his insane order completely.

What Do We Know?
We know that Model 3 cars will begin rolling out the door at Gigafactory 3 before the end of this year, God willing and the creek don’t rise, and that those cars will have battery cells manufactured in Nanjing by LG Chem. We know that battery cells from CATL or Panasonic might be used in locally produced Model 3s and upcoming Model Ys at some point in the future. And we know that the tariff situation is a muddled mess at the moment. When we know more, you’ll know more.

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