"even though Tesla would have benefited from this tariff because of Buffalo, they lobbied against it." - except Tesla likely benefits if the tariff passes and if it doesn't, so which way benefits their feet in the industry the most? I can suffer losses in 1 division and have huge revenue increases in another. My guess is that hardware usually has low margins, so Tesla doesn't make much on hardware one way or the other - it makes much more money through installation projects paying a percentage on time & materials, or even having the market so overhyped and hot that they're able to charge irrational prices for total installation.

Okay, I wrote that without looking anywhere.

So it turns out that solar panels are about 1/5 the cost of a total installation, so even a 30% tariff is only a 6% increase on entire systems. The battery & inverter can run 1/3 of the installation, and I believe are more the parts that Tesla focuses on, while the installation manpower seems to be about $5K no matter what, which can be 1/3-1/7 the total cost. There are then state subsidies which play a huge role in making this affordable - 30% of total system in incentives or tax breaks.

Tesla largely abandoned its own solar panels for generic 3rd party ones. (Panasonic) There is little money to be made there, especially with the R&D required to keep up with the competition. Make them in the US? even harder to maintain margin. Tesla's big problem is the drop in # of installations, while its plan all along was to monopolize the large home battery pack - as long as the unit installs increase, they come closer to that goal, so cheap imported solar panels are fine by them. What they are doing is cutting the lower pricepoint activities and focusing on higher end installs to keep their margins up.