Can you shed any light on Tesla’s opportunity and/or margins as a VPP? Particularly in Texas where there seems to be a very competitive landscape for electricity providers. With the population of the Dallas and Houston areas (where most of the open markets are) seems that Tesla could see a large customer take rate in 2023 in those areas. Thoughts?
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
-
On today's TMC Podcast, we ask the question "What is the Tesla Cybercab?". Join us on YouTube live at 1PM and participate in the chat.
Can you shed any light on Tesla’s opportunity and/or margins as a VPP? Particularly in Texas where there seems to be a very competitive landscape for electricity providers. With the population of the Dallas and Houston areas (where most of the open markets are) seems that Tesla could see a large customer take rate in 2023 in those areas. Thoughts?
Texas isn't hosting VPP, yet, or I know of no rate-design where battery aggregation is getting compensated, at retail. I could be wrong. After Uri, the latest are attempts at keeping unprofitable generators on (which is the opposite of efficiency programs, batteries, DERs, etc.). The state is about to vote on a performance payment scheme, called the Performance Credit Mechanism (PCM), Texas PUC nears market redesign decision amid criticism performance credit will not spur new generation Don't think Tesla gets a dime, here.
Utility scale renewable & battery solutions hold promise for Megapack, like this 200MWh install
Tesla unveils its giant Megapack battery project in Texas Texas power prices can go extreme, but few appreciate the value it also places on shorter term grid balancing, or facilities that can backstop failing ones. The blackout was poorly controlled in a way batteries could have helped mitigate (losing 60Hz). The problem, as it has always been in TX, is finding enough compensation for usually brief, one-in-ten year events to help payback capital costs (This is where the IRA comes in)? If people find value in their own battery back-up, then maybe the gravy of also pledging into a VPP can help preserve ~$800/KWh Powerwall sales (what I was quoted)? 99% of the time, power prices are low. So, there isn't much value in load shifting. Backstopping renewables (wind and solar), so they can meet "recourse adequacy" requirements, will be key.
Tesla does have a VPP offering in Texas, though it is limited to only Powerwall users at this time.
www.tesla.com
Tesla seems to enter new markets with probing intent to determine how to operate and prep for scale in that market. It seems to me that once they have things well understood, Megapacks deployed in Texas at scale, perhaps solar deployed at scale, you will see the everyday, non-Powerwall consumer able to sign up for Texas Tesla Energy.
There are very few end to end electricity provides in Texas. I think Tesla can sell electricity at scale, just wondering what the return over time looks like.
Tesla Electric | Tesla Support
Tesla Electric is the electricity plan designed for Powerwall owners in Texas. Learn more about Tesla Electric benefits, eligibility, and membership.
Tesla seems to enter new markets with probing intent to determine how to operate and prep for scale in that market. It seems to me that once they have things well understood, Megapacks deployed in Texas at scale, perhaps solar deployed at scale, you will see the everyday, non-Powerwall consumer able to sign up for Texas Tesla Energy.
There are very few end to end electricity provides in Texas. I think Tesla can sell electricity at scale, just wondering what the return over time looks like.
cliff harris
Member
Some more Tesla energy/ megapack data for competition comparison:
I just got a proper firm quote, for the installed price of an Alpha ESS grid-scale 583kwh battery at £372,000 fully installed and connected. Thats about one sixth of a megapack, which I believe now only start at 3MW.
I don't know if we have actual real-world figures for the totally installed-and-connected price for a single megapack? At current exchange rate, that price above is $454k. Pro-rata the kwh to a megapack would be $2.3million for an installed and connected and operating single Tesla megapack.
Do we know if Teslas pricing is lower? I'm especially interested in the complete installed cost, not just the delivery of the megapack as a shipping container.
Also note that my quote is for a tiny developer (me) ordering a single shipping container to a fairly remote location in the UK. Asking for a dozen of the same unit to the outskirts of London might well be cheaper.
I just got a proper firm quote, for the installed price of an Alpha ESS grid-scale 583kwh battery at £372,000 fully installed and connected. Thats about one sixth of a megapack, which I believe now only start at 3MW.
I don't know if we have actual real-world figures for the totally installed-and-connected price for a single megapack? At current exchange rate, that price above is $454k. Pro-rata the kwh to a megapack would be $2.3million for an installed and connected and operating single Tesla megapack.
Do we know if Teslas pricing is lower? I'm especially interested in the complete installed cost, not just the delivery of the megapack as a shipping container.
Also note that my quote is for a tiny developer (me) ordering a single shipping container to a fairly remote location in the UK. Asking for a dozen of the same unit to the outskirts of London might well be cheaper.
Buckminster
Well-Known Member
Buckminster
Well-Known Member
Buckminster
Well-Known Member
Buckminster
Well-Known Member
Similar threads
