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Tesla has canceled solar projects in mass across the US as the company says that it is shutting down its solar operations in some markets.

After years of its solar business slowing down since acquiring it through taking over SolarCity in 2016, Tesla’s solar division was finally getting some momentum over the last few quarters.

Tesla achieved a record US residential solar deployment in Q2 2022. Last quarter, Tesla also had a strong performance with 94 MW of solar power deployed – up 13% year-over-year.

However, the momentum was not without issue as Tesla had to stop scheduling solar roof projects in most markets in Q3. The automaker focused on deploying the product on new construction projects, like a large one in Austin.

Now we learn that Tesla is canceling many solar projects, including some in advanced stages, and the company is saying that it shutting down operations in some markets.

Over the last three days, Electrek has received half a dozen reports from Tesla Solar customers who have been informed by the company that Tesla would not be moving forward with their projects and canceling the order.

Those customers all received this email from Tesla this week:

Thank you for your interest in Tesla solar. Upon further review of your project, our team has determined that your home is in an area we no longer service. As we cannot complete your order, we have processed your cancellation. You will receive a full refund of any collected deposit within 7-10 business days to the card on file.

This includes customers who had solar panels or solar roofs on order and even some projects that were already designed and permitted. Based on social media channel checks, hundreds of Tesla customers are likely in this situation.

In the email, Tesla writes that it is no longer servicing the areas where those customers are located. We have received reports from customers in major solar markets including the greater Los Angeles area, Northern California, Oregon, and Florida.

The fact that Tesla wouldn’t be covering those areas would be a significant change of strategy as the company has previously talked about only expanding its solar division.

Electrek also learned that Tesla has laid off a number of employees in its solar scheduling, planning, and design department.

In the email to customers, Tesla refers them to “Tesla Certified Installers” in their area.

We previously reported on Tesla’s certified installer program. It started with roofing companies trained to install Tesla’s solar roof, but lately, Tesla has also certified solar panel installers to deploy the company’s “Tesla Energy” ecosystem.

Electrek’s Take

Considering the cancellations, referring to third-party installers, and the layoffs in its own solar planning department, it looks like Tesla might be calling back its own solar installations and instead plans to supply third-party installers.

This would be a significant change in strategy and one of those bits of news where I’d love to reach out to Tesla to ask them what is happening, but you know, Tesla doesn’t need a press relation department according to Elon Musk…

In the meantime, it’s not a good look for Tesla to leave customers who spent time and even money on moving these projects forward – and now they are back to square one.

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Trilogy Metals shares soar nearly 200% in premarket after U.S. takes stake in minerals explorer

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Trilogy Metals shares soar nearly 200% in premarket after U.S. takes stake in minerals explorer

US President Donald Trump, left, and Doug Burgum, US secretary of the interior, in the Oval Office of the White House in Washington, DC, US, on Monday, Oct. 6, 2025.

Bloomberg | Bloomberg | Getty Images

Shares of U.S.-listed minerals explorer Trilogy Metals jumped as much as 205% in premarket trade on Tuesday, shortly after the White House said it would take a 10% stake in the Canadian company.

The stock was seen trading 183% higher in premarket deals at 9:54 a.m. London time (4:54 a.m. ET).

The White House on Monday announced a partnership with Trilogy Metals as part of a push to unlock domestic supplies of copper and other critical minerals in the Ambler mining district in Alaska.

The partnership included a $35.6 million investment, which makes the U.S. government a 10% shareholder in Trilogy Metals.

Trilogy Metals welcomed Trump’s decision to grant permits to enable the development of critical minerals in Alaska, saying the Ambler mining district is “home to some of the world’s richest known copper-dominant polymetallic deposits.”

The company said in a statement that Trump’s order, which reverses the Biden administration’s rejection of the Ambler Road project, “reflects a renewed federal commitment to responsible resource development in Alaska and highlights the Ambler Road as critical infrastructure under federal policy.”

It added that the move would help to secure domestic supply chains for minerals including copper, cobalt, zinc and lead, highlighting the importance of these resources in energy infrastructure, defense technologies and manufacturing.

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The cheapest Tesla ever is right around the corner – is it enough to hold back GM?

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The cheapest Tesla ever is right around the corner – is it enough to hold back GM?

On today’s budget-conscious episode of  Quick Charge, we’re building up to the reveal of a new, more affordable Tesla Model Y tomorrow that will almost definitely not be a cheap pile of misaligned plastic body parts with inconsistent panel gaps that’s utterly incapable of turning the tide on Tesla’s global decline.

Plus, we’ve got news that Tesla is in hot water with California over its alleged mishandling of its insurance business, revisit the lies told about Cybertrucks drag racing Teslas, and look at the incredible 110% increase in EV sales over at GM that’s driving Cadillac’s renaissance.

Today’s episode is brought to you by Climate XChange, a nonpartisan nonprofit working to help states pass effective, equitable climate policies. The nonprofit just kicked off its 10th annual EV raffle, where participants have multiple opportunities to win their dream model. Visit the site at CarbonRaffle.org/Electrek to learn more.

Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple PodcastsSpotifyTuneIn, and our RSS feed for Overcast and other podcast players.

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New episodes of Quick Charge are recorded, usually, Monday through Thursday (most weeks, anyway). 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.

Got news? Let us know!
Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show.


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GEM eX launched as fully street-legal electric UTV

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GEM eX launched as fully street-legal electric UTV

Waev Inc. has just unveiled the GEM eX, a new electric utility vehicle designed to bridge the gap between street-legal low-speed vehicles (LSVs) and true off-road work machines. The company calls it the most versatile electric work UTV yet.

Unlike most golf cart–based UTVs or high-speed recreational rigs, the GEM eX is purpose-built for commercial, industrial, and government fleets that need to move between city streets, job sites, and rough terrain, all while staying emissions-free.

The vehicle features a top speed of 25 mph (40 km/h) and is said to be DOT street-legal as an LSV on roads up to 35 mph (56 km/h), giving it a clear advantage over most off-road-only competitors.

Power is provided by a 6.5 kW motor in a rear-wheel drive setup with a limited-slip rear differential. An 8 kWh battery provides enough juice for a claimed maximum range of 85 miles (137 km).

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The eX comes with several fleet-focused safety and utility upgrades, including 3-point seat belts, roof crush protection, backup camera, mirrors, pedestrian noise emitter, and a robust bumper system. It rolls on street, winter, or all-terrain tires, and the chassis features 9.5 inches (24 cm) of ground clearance, 6.5 inches (16.5 cm) of suspension travel, and a 50-degree approach angle for climbing curbs or crossing uneven work terrain.

Hill-hold assist and single-pedal descent control make it easy to handle on slopes, while a limited-slip differential helps maintain traction without chewing up turf.

In the back, a 1,250 lb (567 kg) composite dump box can fit a full-sized pallet and comes with gas-assist or electric lift options, while towing capacity matches that at 1,250 lb (567 kg). Optional hard doors, roll-down windows, and HVAC with heat and A/C turn it into a true all-weather workhorse.

The lithium iron phosphate battery pack is said to provide a long lifespan for extra durability in extreme climates from –20°F to 140°F (–29°C to 60°C). Charging is flexible via 120V, 240V, or J1772 public stations, and Waev backs the battery with a 7-year warranty – on par with many passenger EVs.

“We field-tested the GEM eX everywhere from Arizona deserts to Minnesota winters,” said Sven Etzelsberger, Waev’s Director of Engineering. “Every piece of customer feedback went back into this vehicle. The result is a work UTV that’s refined, reliable, and ready to go.”

The GEM platform has expanded significantly over the years, from its humble beginnings as a simple people mover to more recent adaptations into everything from ambulances and emergency vehicles to the new GEM eX electric UTV.

Priced at $24,955, the higher purchase price may be one of the few downsides to the quieter, cleaner, and easier to maintain alternative to traditional gasoline-powered UTVs.

Electrek’s Take

Waev’s new GEM eX seems to hit a sweet spot that’s been missing – a street-legal, electric work UTV tough enough for real jobs yet affordable and easy to maintain. For fleet managers juggling both paved and off-road environments, this could be a serious game-changer.

While the price is high, it comes in at significantly less than other well-known models like Polaris’ Zero-powered electric RANGER UTV.

At the same time, there are still more affordable options like those from KANDI that offer more power for a lower price. However, without GEM’s storied brand legacy and increased national support, cheaper options may not have the staying power to compete.

So sure, it’s expensive, but at least I’m glad to see more options coming to the market, especially from brands that have been around for years. Here’s to hoping for more affordable options in the future.

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