"Demand is very strong" for Tesla's solar glass roof, he said in a recent call with investors. What Wall Street analysts told us about the future of Tesla's solar business"I think they have the opportunity to grow," Colin Rusch, an analyst at Oppenheimer & Co., said.
On Thursday, the rooftop solar giant Sunrun released its 2019 installation numbers, and they show the company's widening lead. For reference, Tesla's annual installation came in at just 173 MW. On a call with investors, CEO Lynn Jurich said that in 2019 Sunrun "added as many customers as the next two largest residential providers combined."
More than 90% of investors don't care about Tesla's solar business, Jeff Osborne, an analyst at Cowen, told me. They've got other interests — namely, cars.Electric cars are fueling the battery market, set to break half a trillion dollars in just 15 yearsBut it's coming, according to the research firm Lux Research. By 2035, the global battery market will generate
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