A screenshot of Project Sunroof shows the map data offered by the pilot project, which is meant to help consumers plan solar installations for their homes.
Screenshot
Google is planning to license new sets of mapping data to a range of companies to use as they build products around renewable energy, and is hoping generate up to $100 million in its first year, CNBC has learned.
The company plans to sell access to new APIs (application programming interfaces) with solar and energy information and air quality, according to materials viewed by CNBC.
Among the new offerings will be a Solar API, which could be used by solar installers like SunRun and Tesla Energy and solar design companies like Aurora Solar, according to a list of example customers viewed by CNBC. Google also sees customer opportunities with real estate companies like Zillow, Redfin, hospitality companies like Marriott Bonvoy, and utilities like PG&E.
Some of the data from the Solar API will come from a consumer-focused pilot called Project Sunroof, a solar savings calculator that originally launched in 2015. The program allows users to enter their address and to receive estimated solar costs such as electric bill savings and the size of the solar installation they’ll need. It also offers 3D modeling of the roofs of buildings and nearby trees based on Google Maps data.
Google plans to sell API access to individual building data, as well as aggregated data for all buildings in a particular city or county, one document states. The company says it has data for over 350 million buildings, according to documents, up significantly from the 60 million buildings it cited for Project Sunroof in 2017.
One internal document estimates the company’s solar APIs will generate revenue between $90 and $100 million in the first year after launch. There’s also a potential to connect with Google Cloud products down the line, documents state.
As part of the planned launch, the company is also planning to announce an Air Quality API that will let customers request air quality data, such as pollutants and health-based recommendations for specific locations. It’ll also include digital heat maps of the data and hourly air quality information, as well as air quality history of up to 30 days.
Google did not immediately respond to a request for comment.
The latest revenue play comes as the company has been trying to monetize its maps products as it faces pressure to produce revenue amid a broader economic slowdown. While the company is focusing on becoming more efficient, it’s also been investing in newer technologies like generative AI and sustainability — a market it hopes to take advantage of with the Solar API.
The company currently licenses its mapping API for navigation to companies like Uber, which said in 2019 it paid Google $58 million over there years. Maps API revenue goes toward the company’s cloud segment, which finally turned profitable in the first quarter but has had a rocky path toward trying to compete with market leaders Amazon and Microsoft.
Google doesn’t break out how much its Maps business makes, but it has historically been one of Google’s most under-monetized products, Morgan Stanley analyst Brian Nowak told CNBC in 2021. At the time, Morgan Stanley had estimated Google Maps would earn $11.1 billion by this year as new travel products and promoted pins began to increase ad revenue.
The move also comes as the company attempts to streamline its mapping products. In June, CNBC found the company was laying off employees at traffic-reporting app Waze, which it acquired in 2013, and combining it with the Google Maps team.
Elon Musk has claimed that the Democratic party organized recent protests at Tesla locations worldwide. As he usually does with his wild claims lately, he hasn’t offered any proof whatsoever.
Over the last few weeks, there have been growing protests at Tesla locations around the word.
Protestors have different reasons for wanting to disrupt Tesla, but they are mostly centered around seeing the company as Elon Musk’s piggybank and they are upset at his involvement in the government through his financial contribution to Trump’s election and his role at the Department of Government Efficiency (DOGE).
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Musk took to X today to comment on the situation, and he made the claim that the protests at Tesla locations are funded by ActBlue:
An investigation has found 5 ActBlue-funded groups responsible for Tesla “protests”: Troublemakers, Disruption Project, Rise & Resist, Indivisible Project and Democratic Socialists of America. ActBlue funders include George Soros, Reid Hoffman, Herbert Sandler, Patricia Bauman, and Leah Hunt-Hendrix. ActBlue is currently under investigation for allowing foreign and illegal donations in criminal violation of campaign finance regulations. This week, 7 ActBlue senior officials resigned, including the associate general counsel.
ActBlue is a political action committee (PAC) used by the Democratic Party.
Musk did not elaborate on what “investigation” he was referring to nor did he provide any proof to back up his claim. In fact, he even asked for people to help provide information:
“If you know anything about this, please post in replies.”
Musk directly named Reid Hoffman, his former Paypal Mafia friend turned foe due to political differences, who was quick to deny any involvement:
Just one more of Elon’s false claims about me: I never funded anyone for Tesla protests. I don’t condone violence. But it’s clear Americans are angry at him – it’s easier to explain away their anger, than to accept that actions have consequences.
While the Democratic Party could be sympathetic to the Tesla protestors, there’s no evidence that they started the “Tesla Takedown” movement or have any significant involvement.
It has since gained considerable momentum, and they are now using Action Network, an open platform, to organize. As it grew, some groups have gotten involved to organize local protests, like The Disruption Project, which claims to stand “against the unjust systems of racial capitalism, the hetero-patriarchy, white supremacy and settler colonialism.”
In Seattle, The Troublemakers, a local environmentalist group, has also been helping organize.
The biggest blow to Musk’s claim is that there have also been protests outside the US, including in Canada and Europe. It’s unlikely that the US Democratic party would be involved in those.
There are currently six protests planned in Europe by the “Tesla Takedown” in the coming weeks:
Musk has also been involved in European politics, promoting far-right parties throughout Europe.
Along with the claims about the Tesla protests, Musk also retweeted someone linking several Cybertrucks burning down at a Tesla location in Seattle to “Democrat NGOs”:
Again, this claim is without evidence. In fact, the fires are still under investigation and it hasn’t yet been confirmed if it was arson.
Electrek’s Take
Could the Democratic Party be involved in some of the protests? It wouldn’t shock me, but you can claim that without proof.
I think most people involved in the protests are just mad at Elon for any of the hundreds of stupid things he has done or said in the last few months, including doing a couple of Nazi salutes at Trump’s inauguration.
He prefers to think that there’s some grand conspiracy against him because that’s easier to swallow than people hating home for being a compulsive liar, oligarch dork with the sense of humor of a maladjusted 13-year-old.
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On today’s challenging episode of Quick Charge, Elon seems serious about rebuilding the Cybertruck that exploded outside the Trump hotel in Las Vegas. Meanwhile, there are questions about Tesla’s record-setting weekend in Canada, and lots, lots more.
In other news, we’ve got a hot tub you can sail around a lake, a 140-ton electric hoverboard from Liebherr, a $1,000 electric pickup from China, questions about the effectiveness of EV rebates in general, and a 0% interest deal on an all-new electric Dodge Charger Daytona.
New episodes of Quick Charge are recorded, usually, Monday through Thursday (and sometimes Sunday). We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage daily news.
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HOUSTON — The U.S. could reach an agreement with Canada that avoids tariffs on imports of oil, gas and other energy resources, Energy Secretary Chris Wright said Monday.
Wright said such a scenario is “certainly is possible” but “it’s too early to say” in response to a question from CNBC during a press conference at the CERAWeek by S&P Global. The U.S. is in “active dialogue” with Canada and Mexico, the energy secretary said.
President Donald Trump has paused until April 2 tariffs on Mexican and Canadian imports that are compliant with the agreement which governs trade in North America. Trump originally imposed broad 25% tariffs on goods from both countries as well as lesser 10% tariffs on energy imports from Canada.
It’s unclear, however, how much of the oil, gas and other energy that the U.S. imports from Canada is compliant with the United States-Mexico-Canada Agreement. Wright declined to provide specifics when CNBC asked how much of those imports are USMCA compliant.
“I’m going to avoid the details for now,” Wright said. The energy secretary said, “We can get to no tariffs or very low tariffs but it’s got to be reciprocal” in an interview with CNBC’s Brian Sullivan.
Canada’s energy minister, Jonathan Wilkinson, warned last week that energy prices will rise in the U.S. if the tariffs on energy imports go into full effect.
“We will see higher gasoline prices as a function of energy, higher electricity prices from hydroelectricity from Canada, higher home heating prices associated with natural gas that comes from Canada and higher automobile prices,” Wilkinson told CNBC’s Megan Cassella in an interview.
The U.S. has been the largest producer of crude oil and natural gas in the world for years. But many refiners in the U.S. are dependent on heavy crude imported from Canada. The U.S. imported 6.6 million barrels of crude oil per day on average in December, more than 60% of which came from Canada, according to the Energy Information Administration.
Wright acknowledged that the tariffs are creating uncertainty in energy markets as negotiations continue.
“We’re in the middle of negotiations for where things are going to go with tariffs, so that feels frightening and gripping right now but this time will pass,” Wright said. “Deals will be made, we’ll get certainty and we’ll have a positive economic environment for Americans going forward.”
U.S. crude oil fell more than 1% Monday to close at $66.03 per barrel, while global benchmark Brent closed at $69.28 per barrel. Crude oil futures have pulled back substantially as Trump’s trade policy creates uncertainty and OPEC+ has confirmed that it plans to gradually bring back 2.2 million barrels per day of production beginning next month.