Residential solar to decline 33% year-over-year, said Roth Capital Partners
The U.S. residential solar market faces immediate pressure as tax credits expire and FEOC challenges mount.
Solving California’s grid financing dilemma
California’s residential electricity rates remain persistently high, putting real pressure on households. Fixed grid costs account for a large and growing share of consumer bills, with charges covering necessary work such as wildfire risk mitigation, grid hardening, and resiliency upgrades. As much as 55% of a typical residential bill now goes to these fixed costs, and that share has been rising quickly. Yujia Han from the Clean Energy Leadership Institute calls for a different approach.
Sunrun touts record storage attachment rate, positive cash flow in 2025 earnings report
The company also predicts positive cash flow for 2026 as it shifts away from affiliate partners and toward a direct model under which it sells half of the storage and solar systems it builds to a third party upon installation.
Sunrun and HASI close $500 million distributed energy joint venture
The partnership aims to finance 300 MW of residential solar and storage capacity across 40,000 home power plants.
Sunrun VPP enrollment jumps 400% as battery storage attachment hits 70%
As storage attachment rates hit 70% for new customers, Sunrun’s fleet of networked residential batteries expands rapidly, now featuring over 106,000 homes participating in VPP grid services.
Ford Lightning electric truck batteries power Maryland’s electric grid
Residential solar company Sunrun is operating the first vehicle-to-grid program in the United States, running a distributed energy power plant via coordinated energy dispatch from Ford Lightning truck owners.
California cuts funding for nation’s largest virtual power plant
With California facing a $12 billion budget shortfall, the state’s lawmakers opted not only against a boost in funding for its flagship virtual power plant program as initially planned, but to not renew its funding all together.
California’s virtual power plant program helped prevent blackouts and reliance on fossil fuels. Now its future is in jeopardy.
Gov. Newsom pushed off making a decision over the fate of a program to prevent California’s blackouts and lower costs, but now his time to make a decision is running out — and so is the program’s funding.
Revised solar stock investment risks
The Invesco Solar ETF (TAN) underperformed the S&P 500 and Dow Jones Industrial Average (DJIA) in April 2025. Jesse Pichel of Roth Capital Partners attributes this to concern over proposals included in the U.S. administration’s budget reconciliation bill that could be detrimental to the solar industry.
Sunrun to close $431 million securitization
The company priced an oversubscribed securitization for a portfolio of over 63,318 solar and energy storage systems across 12 states and Washington D.C.
