Tesla Shifts Solar Strategy with Ambitious New Manufacturing Plans
Tesla Inc (TSLA) has shifted focus from its discontinued Solar Roof product toward a large-scale solar manufacturing initiative. The company is proposing Project Crystal Sun, a $10.1 billion facility in Texas that could create nearly 9,700 jobs and significantly expand Tesla's U.S. solar production capacity. Elon Musk aims to build 100 gigawatts of annual solar manufacturing by the end of 2028 — more than double current domestic output. Tesla recently stopped selling its Solar Roof tiles due to technical challenges that limited adoption, redirecting customers toward conventional panels instead. The new strategy appears focused on scaling production rather than niche residential integration. The proposed Texas plant would cover multiple stages in the solar supply chain and is part of a broader push by Musk who has also outlined similar ambitions for SpaceX. The project remains conditional as Tesla evaluates tax incentives and other U.S. locations, with no final decision yet made.
Tickers: $TSLA
Topics: Project Crystal Sun Solar Energy Tesla Texas Manufacturing