Tesla rooftop solar plan to install 1.34 million
A large rooftop solar installation plan would add new distributed power capacity if realized.
Source →The trace
How it reaches your house.
Starting from Solar-Grade Polysilicon, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Solar-Grade Polysilicon →supply upIf Tesla's rooftop solar plan is realized, the added distributed generation would raise residential electricity supply, and this edge marks the good as a critical input with 0.55 dependency strength.
78% confidenceSolar-Grade Polysilicon →Stands to benefitBecause 93.5% of the supply on this edge is attributed to China, a demand surge for solar-grade polysilicon disproportionately benefits Chinese production.
73% confidenceSolar-Grade Polysilicon →Stands to benefitTongwei Co., Ltd.600438.SS
Higher rooftop solar deployment should lift demand for solar-grade polysilicon, and Tongwei is the largest supplier on this edge at 26% share.
67% confidenceSolar-Grade Polysilicon →Stands to benefitGCL Technology Holdings3800.HK
A larger solar installation buildout should increase demand for polysilicon, benefiting GCL as a major supplier with 18% share and low substitutability.
65% confidenceSolar-Grade Polysilicon →Stands to benefitIncremental rooftop solar demand should flow through to Daqo, another material polysilicon supplier with a 12% market share on this edge.
63% confidenceHop 2
Residential Electricity →Prices riseA larger rooftop-solar rollout directly raises demand for panel feedstock, tightening the solar-grade polysilicon market.
89% confidenceChina →supply upChina supplies 95% of terbium metal, so added power capacity there should increase terbium availability.
79% confidenceChina →supply upChina supplies 98% of gallium, so more distributed power capacity there should lift available gallium output.
Hop 3
Natural Gas (Pipeline-Grade) →Prices easeThe United States accounts for 97% of pipeline-grade natural gas supply, so a solar-driven demand drop should push the dominant U.S. gas market toward lower prices.
86% confidenceNatural Gas (Pipeline-Grade) →Prices easeWith a 40% share and a 60-month replacement window, Kinder Morgan is highly exposed to weaker natural-gas throughput and realized pricing.
70% confidenceTerbium (Tb) Metal →Prices riseHop 4
Itron →Stands to benefitAdvanced Metering Infrastructure (AMI) / Smart MetersITRI
Large rooftop solar deployment increases the need for AMI/smart meters to measure distributed generation and two-way power flows, benefiting Itron's core smart-meter line.
66% confidenceLandis+Gyr (Honeywell/Elster) →Stands to benefitAdvanced Metering Infrastructure (AMI) / Smart Meters
A large rooftop-solar buildout tends to increase demand for bidirectional metering and AMI upgrades, and Landis+Gyr’s 32% share means it captures a meaningful slice of that upside.
62% confidenceUnited States →Prices ease
Where it lands
What you buy, and what you own.
Goods you buy
Residential Electricity · Rare earth magnets · Semiconductors and chips
In the MyPRIA app, this is checked against your own holdings.