Raw Market Intelligence

<div class="feat-image"><img src="https://electrek.co/wp-content/uploads/sites/3/2024/01/Tesla-Bot-Optimus-hero.webp?w=1500" /></div><p>During <a href="https://electrek.co/2026/04/22/tesla-tsla-q1-2026-financial-results/" id="https://electrek.co/2026/04/22/tesla-tsla-q1-2026-financial-results/" type="link">Tesla’s Q1 2026 earnings call </a>today, CEO Elon Musk confirmed that Optimus robot production will begin at Fremont in late July or August — just four months after the last Model S and X roll off the line in early May.</p> <p>Musk warned, however, that initial output will be “quite slow,” calling it “literally impossible to predict” the production rate this year given Optimus has 10,000 unique parts across an entirely new production line.</p> <a class="more-link" href="https://electrek.co/2026/04/22/tesla-optimus-production-fremont-model-sx-line/#more-464555">more…</a>

<div class="feat-image"><img src="https://electrek.co/wp-content/uploads/sites/3/2026/04/cHJpdmF0ZS9sci9pbWFnZXMvd2Vic2l0ZS8yMDIyLTExL2ZsNTEyNTUyMDk4NzEtaW1hZ2UuanBn.webp?w=1024" /></div><p>China’s solar exports surged to unprecedented levels in March as a global energy shock is pushing countries to rapidly pivot away from fossil fuels.</p> <a class="more-link" href="https://electrek.co/2026/04/22/china-shipped-a-record-68-gw-of-solar-in-march-heres-why-it-matters/#more-464481">more…</a>

<div class="feat-image"><img src="https://electrek.co/wp-content/uploads/sites/3/2021/07/Tesla-FSD-1500.jpg?quality=82&#038;strip=all&#038;w=1500" /></div><p>There are millions of Tesla vehicles on the road today which were sold on the promise of full autonomy, but without hardware capable of doing so.</p> <p>Tesla CEO Elon Musk just proposed the company could build “microfactories” in urban areas in order to upgrade the computers and cameras in those videos, adding high costs for a company that is already running thin on profitability – but we’ll see if it actually happens.</p> <a class="more-link" href="https://electrek.co/2026/04/22/tesla-will-build-factories-just-to-retrofit-hw3-cars-it-said-could-do-fsd-but-cant/#more-464526">more…</a>

<div class="feat-image"><img src="https://electrek.co/wp-content/uploads/sites/3/2021/07/Tesla-Gen-2-Roadster.jpg?quality=82&#038;strip=all&#038;w=1600" /></div><p>Elon Musk has once again pushed back the Tesla Roadster unveiling. During yesterday’s Q1 2026 earnings call, the CEO said the car might debut “in a month or so” — blowing past the late April timeline he had set just weeks ago.</p> <p>It marks at least the eighth time Musk has moved the goalposts on the Roadster since the prototype was first revealed in November 2017, nearly nine years ago.</p> <a class="more-link" href="https://electrek.co/2026/04/22/tesla-roadster-unveil-delayed-again-earnings-call/#more-464530">more…</a>

<div class="feat-image"><img src="https://electrek.co/wp-content/uploads/sites/3/2021/08/Tesla-Full-Self-Driving-Beta-Hero.jpg?quality=82&#038;strip=all&#038;w=1600" /></div><p>During Tesla’s Q1 2026 earnings call today, CEO Elon Musk confirmed that unsupervised Full Self-Driving for consumer vehicles won’t arrive until Q4 2026 at the earliest — pushing the timeline yet again after years of broken promises.</p> <p>When asked directly when FSD unsupervised would reach customer cars, Musk replied: “I’m just guessing here, but probably in the fourth quarter.”</p> <a class="more-link" href="https://electrek.co/2026/04/22/tesla-elon-musk-unsupervised-fsd-consumer-cars-q4-delay-again/#more-464521">more…</a>

<div class="feat-image"><img src="https://electrek.co/wp-content/uploads/sites/3/2025/06/tesla-robotaxi-hero.jpg?quality=82&#038;strip=all&#038;w=1600" /></div><p>Tesla has <a href="https://electrek.co/2026/04/22/tesla-tsla-q1-2026-financial-results/">released quarterly earnings</a>, and the announcement was accompanied by what seems to be a backpedaling on availability of Robotaxis in 5 of the 8 cities Tesla has announced availability in.</p> <a class="more-link" href="https://electrek.co/2026/04/22/tesla-seems-to-say-robotaxi-launch-will-be-pushed-back-in-5-us-cities/#more-464502">more…</a>

<div class="feat-image"><img src="https://electrek.co/wp-content/uploads/sites/3/2024/04/Tesla-Cybertruck-charging-hero.jpg?quality=82&#038;strip=all&#038;w=1600" /></div><p>Tesla’s Q1 2026 earnings beat looks impressive on the surface — 21.1% gross margin, 136% operating income growth, $0.41 non-GAAP EPS. But dig into the shareholders’ letter and a pattern emerges: Tesla pulled every accounting and financial lever available to make a stagnant quarter look like a turnaround.</p> <p>One-time warranty reserve releases, tariff refund windfalls, stretched supplier payments, and new debt all contributed to headline numbers that mask a fundamental problem — Tesla’s core auto business isn’t growing.</p> <a class="more-link" href="https://electrek.co/2026/04/22/tesla-tsla-q1-2026-one-time-benefits-warranty-tariff-refunds-margins/#more-464508">more…</a>

<p>Performing the solar hybrid sulfur cycle right at the copper smelter could generate the oxygen and hydrogen to make the copper industry green  Northern Chile is known for having the best solar resource in the world for concentrated solar thermal (CST). And this region is also where about a quarter of the world’s copper supply [&#8230;]</p> <p>The post <a href="https://www.solarpaces.org/why-chile-is-ideal-for-deploying-the-solar-sulfur-cycle-for-green-copper/">Why Chile is ideal for deploying the solar sulfur cycle for green copper</a> appeared first on <a href="https://www.solarpaces.org">SolarPACES</a>.</p>

<p>FUJIFILM Holdings Corp. has announced a landmark 100% renewable electricity offset for all North American group operations, powered by a new 125 MW solar + storage facility in Texas. The... <a class="view-article" href="https://solarbuildermag.com/news/fujifilm-blevins-solar-storage-vppa-corporate-renewable-energy-goals/">View Article</a></p> <p>-- Solar Builder magazine</p>

<div class="feat-image"><img src="https://electrek.co/wp-content/uploads/sites/3/2025/07/Tesla-Q2-2025-earnings-hero.png?w=1600" /></div><p>Tesla (TSLA) released its financial results and shareholders’ letter for the first quarter (Q1) 2026 after market close today.</p> <p>We are updating this post with all the details from the financial results, shareholders’ letter, and the conference call later tonight. Refresh for the latest information.</p> <a class="more-link" href="https://electrek.co/2026/04/22/tesla-tsla-q1-2026-financial-results/#more-464435">more…</a>

<p>A federal judge from Massachusetts has halted five separate orders from the Trump administration that were impeding renewable energy project development with federal oversight. Chief Judge Denise Casper from Massachusetts&#8217; U.S. District Court filed a preliminary injunction on Tuesday blocking these orders claiming that they violate an administrative procedure law and are damaging to renewable&#8230;</p> <p>The post <a href="https://www.solarpowerworldonline.com/2026/04/federal-court-halts-trump-administrations-orders-impeding-solar-wind-development/">Federal court halts Trump administration&#8217;s orders impeding solar, wind development</a> appeared first on <a href="https://www.solarpowerworldonline.com">Solar Power World</a>.</p>

<p>Canadian company Ursa Ag is building affordable, reliable tractors for the farming community that use remanufactured diesel engines. </p> <p>The post <a href="https://cleantechnica.com/2026/04/22/ursa-ag-in-alberta-wants-to-sell-farmers-tractors-with-a-diesel-engine/">Ursa Ag In Alberta Wants To Sell Farmers Tractors With A Diesel Engine</a> appeared first on <a href="https://cleantechnica.com">CleanTechnica</a>.</p>

How should developers and investors think about long-term BESS revenues in light of eventual market saturation?

<p>Energy technology firm eVerged has announced a new &#8220;Zero Cost Deployment Program&#8221; for contractors, commercial solar companies, and EPCs looking to break into the EV charging market. Designed to reduce... <a class="view-article" href="https://solarbuildermag.com/financing/everged-launches-new-program-for-solar-companies-entering-ev-charging-market/">View Article</a></p> <p>-- Solar Builder magazine</p>

Enagás compra el 31% del gestor de redes de gas de Francia, y vende el 40% del negocio de hidrógeno; Matrix anuncia el inicio de las operaciones comerciales y la obtención de un crédito fiscal a la inversión (ITC) para su proyecto solar de 281 MWdc en Texas, y Nomura y ABEI Energy cierran una financiación de 175 millones de euros.

<p>We handpick and explain the most important stories at the intersection of climate, land, food...</p> <p>The post <a href="https://www.carbonbrief.org/cropped-22-april-2026-global-food-catastrophe-beccs-emissions-uk-solar-farm-controversy/">Cropped 22 April 2026: Global food ‘catastrophe’ | BECCS emissions | UK solar farm controversy</a> appeared first on <a href="https://www.carbonbrief.org">Carbon Brief</a>.</p>

<p>Clean energy marketplace Ever.green has completed the 5-MW Baron solar project in Anson County, North Carolina. The project was developed and will be owned and operated by Headwater Energy. A group of Microsoft suppliers, including Slalom Consulting, Centific Technologies, ImagiCorps, BDA, Eleven 11 Solutions, TASA Analytics and Visionet Systems signed long-term contracts for renewable energy certificates&#8230;</p> <p>The post <a href="https://www.solarpowerworldonline.com/2026/04/5-mw-solar-project-largely-financed-by-microsoft-suppliers-seeking-renewable-energy-certificates/">5-MW solar project largely financed by Microsoft suppliers seeking renewable energy certificates</a> appeared first on <a href="https://www.solarpowerworldonline.com">Solar Power World</a>.</p>

Un informe del Centro Común de Investigación de la Comisión Europea (Joint Research Centre, JRC) alerta de la urgencia de acelerar la fabricación de baterías en la Unión Europea para alcanzar una posición competitiva sólida frente a potencias como China o Estados Unidos.

Ireland recorded more than 10,000 applications for solar PV as part of its home energy upgrade program from January to March 2026, an increase of 65% on the same period for last year.

<p>Solar and battery storage is booming in Nova Scotia. In April, Nova Scotia Power (NSP), the province’s largest energy supplier, released figures on new installations in the province, including 99... <a class="view-article" href="https://solarbuildermag.com/canada/nova-scotia-kickstarts-commercial-solar-installations/">View Article</a></p> <p>-- Solar Builder magazine</p>

El nuevo documento se organiza en cuatro bloques: ámbito de aplicación y redundancia, requisitos específicos para la generación, criterios para el resto de elementos de la red y metodología para el cálculo del tiempo crítico de los parques.

Enercity has begun constructing a 30 MW wastewater-based heat pump in Hanover as part of its shift away from coal-based district heating, replacing capacity from the Stöcken coal plant alongside biomass, power-to-heat, and waste-heat systems.

Bobwhite Energy Storage, an affiliate of independent power producer (IPP) Tenaska has signed a long-term energy storage agreement (ESA) with utility Tennessee Valley Authority (TVA) for a 225MW/900MWh project in East Tennessee, US.

<p>Nearly every utility-scale solar site in the country has vegetation that requires management. That requirement is usually treated as a one-way line item on the operations budget — but it doesn’t have to be. The most effective answer the industry has found is also the one that builds community trust, supports the local environment and&#8230;</p> <p>The post <a href="https://www.solarpowerworldonline.com/2026/04/how-dual-use-solar-gets-built-a-field-guide-to-partnerships-that-work/">How dual-use solar gets built: A field guide to partnerships that work</a> appeared first on <a href="https://www.solarpowerworldonline.com">Solar Power World</a>.</p>

Power firm EnBW is building a 100MWh BESS in Germany for completion this year (a year later than planned) while BESS platform Noveria Energy has signed a construction agreement with TSO TenneT for a 1GWh project for 2028 operations.