That dynamic — small residential customers losing out to massive industrial electricity buyers — is exactly what’s driving the broader shift to distributed solar and storage. When the grid becomes unreliable or unaffordable because of data center demand, the homeowners who have solar panels and a battery in the garage are the ones with options.
“The shift is measurable,” they argue:
Third-party ownership models (leases and power purchase agreements), which still qualify for the [U.S.] commercial investment tax credit through 2027, are projected to grow 25% in 2026 and capture up to 69% of residential installations, up from roughly 45% in 2025. Homeowners aren’t waiting for incentives to come back — they’re finding new ways to get solar on their roofs… [A] battery that can store cheap solar energy and deploy it during peak hours is increasingly essential. California utility customers alone are adding roughly 8,000 new home batteries per month — about 100 MW of new storage capacity. Municipal programs are accelerating the trend. Ann Arbor, Michigan, recently became the first US city to directly deploy solar and battery systems on 150 homes through its city-owned utility. Vermont’s Green Mountain Power is offering home batteries at little to no upfront cost. These programs signal that utilities themselves recognize the value of distributed energy.
