The Duck Curve#tesla
Tesla turns on Powershare home backup for new Model 3 and Model Y
Tesla Energy said on October 6, 2026 that Powershare Home Backup is available for new Model 3 and Model Y with a Powerwall 3, extending home backup by over two days per Tesla. Its Powershare page covers new orders from October 1, 2026, narrowed in a footnote to US and Puerto Rico orders after that date, says some but not all earlier cars are capable, and offers the two models no setup without a Powerwall.
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Australian BEV share eases to 24.2% in September on FCAI's count
Battery-electric vehicles took 24.2% of Australia's new vehicle market in September 2026, the Federal Chamber of Automotive Industries said on October 6, below the record 24.9% it reported for August and up from 11.3% in September 2025. The Driven counts 26,087 EVs against 26,018 petrol cars, a second straight month ahead of petrol.
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Berkeley Lab: batteries paired with 37% of new US home solar in 2025
Lawrence Berkeley National Laboratory's U.S. Distributed Solar and Storage: 2026 Data Update, published in August 2026, finds batteries were paired with 37% of new US residential solar systems in 2025, up from 25% in 2024: 74% in California (from 58%) and 17% in all other states combined (from 7%). Median residential battery capacity held at 13.5 kWh while median discharge capacity rose from 6.0 kW to 11.4 kW, which the lab attributes to Tesla's Powerwall 3. The rates exclude batteries added to existing systems and stand-alone storage.
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Tesla Q3 2026: 486,532 deliveries, 13.7 GWh of storage, no Semi figure
Tesla said on October 2, 2026 that it delivered 486,532 vehicles, 478,237 of them Model 3/Y, produced 464,391 and deployed 13.7 GWh of energy storage in the third quarter of 2026, against 12.5 GWh in Q3 2025. By The Duck Curve's arithmetic deliveries were down 2.1% from Q3 2025, which Tesla's October 2, 2025 release called a record for both deliveries and deployments; the release gives no figure for the Semi, a truck The Verge describes as in volume production as of April 2026, and scopes its vehicle production and delivery numbers to passenger vehicles sold to customers.
Tesla Semi launch event names customers, gives no production rate or price
Tesla Semi's account on X said on September 24, 2026 that it is launching high volume production, as Tesla streamed a rollout event from its Semi factory in Sparks, Nevada; The Verge dates volume production to April 2026 and PepsiCo pilot units to 2022. Per The Verge, Tesla named customers including PepsiCo, US Foods, DHL and Einride, said first deliveries began in the week of September 21 and claimed 50,000 trucks a year of capacity; per Automotive World, it disclosed no official pricing or production volumes. Its Q2 2026 update lists the Semi line's capacity as blank, status Commissioning.
2,500 electric Class 8 trucks ordered through ZET SCALE, Tesla primary OEM
Catalyst Mobility and the Smart Freight Centre said on September 22, 2026 that their ZET SCALE shipper-carrier alliance has enabled an order for 2,500 battery-electric Class 8 trucks, which the release calls the largest electric truck order to date in the United States and says nearly doubles the US electric Class 8 fleet; the dashboard it links puts cumulative US zero-emission HD-truck deployments at 2,509 through December 2025. Tesla is primary OEM for the initial 2,500, with Kenworth, RIDE and Volvo as secondary OEMs; ZET Financial issues the purchase order and will lease the trucks.
NVIDIA opens DSX Ready battery qualification for AI factories, names three
NVIDIA said on September 21, 2026 that it is introducing DSX Ready, a qualification program for partner products that meet applicable NVIDIA DSX AI factory reference design requirements, starting with batteries and cooling units. At launch it lists qualified BESS solutions from Hitachi Energy, LG Energy Solution and Tesla. Its BESS self-qualification guideline sets the boundary at the AC terminals and defines twelve partner-run tests, including ride-through, black start and AI load buffering, that NVIDIA reviews and approves; the guideline says passing does not imply site-level stability.
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Sunrun and Tesla put the September 9 home-battery dispatch at over 580 MW
Sunrun and Tesla said on September 21, 2026 that their home battery fleets dispatched more than 580 MW of peak power to California's grid for three hours on the evening of September 9, 2026: 517 MW from Tesla Powerwalls, 110,000 of which participated (55% Sunrun-owned), and 63 MW from what the release calls additional batteries; Sunrun separately dispatched more than 30,000 customer batteries from other manufacturers. The release ties the event to the CEC's DSGS price trigger and a PG&E call under the CPUC's ELRP, and calls it the largest distributed power plant dispatch event on record.
First six Megapacks installed at Hawaiian Electric's 40 MW Waena battery
Hawaiian Electric said on September 21, 2026 that the first six of 54 Tesla Megapacks are installed at its Waena Battery Energy Storage System on Maui, a 40 MW / 160 MWh system it says will be the island's first standalone load-shifting battery and expects in service in 2027; HEI's June 30, 2026 quarterly report lists a guaranteed commercial operation date of November 30, 2026. Final PUC approval came December 22, 2023 in Docket 2020-0132, per the utility's development-team page; HEI's filings put the approved estimate at $82.1 million against $60.0 million in the 2020 application.
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Käppeli Logistik orders its first Tesla Semi at IAA, 2027 delivery planned
Käppeli Logistik AG said on September 15, 2026 that it placed the official order for its first Tesla Semi at IAA Transportation in Hannover, with contract signing to follow and delivery planned for 2027, seven years after a pre-order placed at Tesla's Fremont plant in 2019. Käppeli says the tractor is to have around 1,020 PS and up to 550 km of range; Tesla Europe's September 11 post on X puts the European Semi at up to 550 km at 40 t fully loaded, with a Megacharger at up to 800 kW and a 9,100 kg curb weight, among other figures, and gives no price or delivery date.
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Virgin Islands VPP discharges at 800 kW and 500 kW in two half-hour tests
The Virgin Islands Energy Office said on September 16, 2026 that its Tesla-operated VIBES-2.0 virtual power plant ran two half-hour tests on September 11: 190 residential batteries on St. Thomas and St. John discharged at approximately 800 kW and 108 on St. Croix at approximately 500 kW, and VIEO put the combined total at 2.5 MWh without saying how it was measured. It has paid out over $176,000 in participation incentives; its Terms and Conditions set a $500 per battery enrollment incentive and a $500 per battery annual participation incentive, each capped at $2,000 per participant.
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Tesla says about 69,000 California homes sent over 500 MW to the grid
Tesla Energy said on X on September 9, 2026 that about 69,000 Powerwall owners across California were dispatching more than 500 MW to the grid during that day's heatwave. The attached screenshot of Tesla's California Virtual Power Plant dashboard showed 105,009 homes in California VPPs, 68,887 homes in a VPP event, and 507 MW of battery power discharging. The dashboard credits Tesla VPPs with the majority of a July 2025 event that delivered over 500 MW, which a Brattle Group report commissioned by Sunrun and Tesla Energy measured as an average 539 MW net-load reduction in a test event.
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Tesla says Cybertruck Powershare now backs up homes with a Powerwall 3
Tesla's official Cybertruck account said on X on September 10, 2026 that a Cybertruck and a Powerwall 3 can now power a house together, which it says extends home backup by over 3 days, equivalent to 9 additional Powerwalls. Tesla had told owners in October 2024 the Powerwall pairing would be enabled in 2025, and a December 2025 email to customers, published by Drive Tesla, rescheduled it to mid-2026. Electrek puts the truck's pack at 123 kWh and says Powershare delivers up to 11.5 kW to the home, the maximum shown on the post's app screen.
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Australia's battery-electric sales hit a record 24.9% share in August
Battery-electric vehicles took 24.9% of Australia's new vehicle market in August 2026, with 27,089 sold across all reporting sources, the highest number in any month, according to the Federal Chamber of Automotive Industries' September 3 release; The Driven calls the share the best on record, above 23.5% in June. The Electric Vehicle Council puts BEVs plus plug-in hybrids at 36% of the market with the Tesla Model Y the best-selling vehicle at 6,414, and The Driven's tally has petrol cars at 25,824 and diesels at 23,608, both below the BEV count.
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Norway's new passenger cars were 98.7% zero-emission in August
Zero-emission cars took 98.68% of Norway's new passenger car registrations in August 2026, which the Norwegian Road Federation (OFV) describes as the highest monthly share it has recorded, up from 96.89% in August 2025. The market fell 3.35% to 13,451 cars as Tesla registered 2,387 fewer than in August 2025; electric vans were 44.9% of new van registrations, below their 53.1% share for the year to date.
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Gorham, NH Tesla Supercharger site to shut October 25 over power bills
Terry MacGillivray plans to shut down the four Tesla Superchargers he installed in Gorham, New Hampshire in May on October 25, 2026, the Concord Monitor reports. Net revenue was almost $15,900 through mid-August while electric bills topped $32,500, driven by delivery and demand charges.
Einride to deploy 500 Tesla Semis, tripling its electric truck fleet
Einride will deploy 500 Tesla Semi trucks on US freight corridors in California, Texas, New Jersey, Illinois, and Georgia, phased over 24 months starting September 2026. Announced August 18, the deal is the largest Tesla Semi deployment to date by the company's own description, and triples Einride's deployed electric fleet to about 750 trucks.