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Sunrun battery attachment rate hits 70%, up 54% from year ago - Sunrun reports that 70% of new solar customers added home batteries in Q2 2025, up from 54% a year ago. Storage is growing faster than solar alone, driven by California’s NEM 3.0 and grid events that show the power of virtual power plants.
Last week, I read something that stopped me mid-scroll.
70% of Sunrun’s nearly 29,000 new customers in Q2 2025 added home batteries alongside rooftop solar, that’s about 20,000 homeowners. A year ago, in Q2 2024, the battery attachment rate was 54% of 26,687 customers, or around 14,411 homes.
That’s not just growth, it’s a transformation in how people are powering their homes.
Sunrun has now installed more than 195,000 solar-plus-storage systems nationwide, totaling 3.2 GWh of distributed storage capacity, with a target of 10 GWh by 2029.
Storage growth is outpacing solar-only growth.
Here’s how the growth looks:
Battery storage installations:
A major driver is California’s Net Billing Tariff (NEM 3.0), which slashes compensation for exporting excess solar during midday, while rewarding homeowners for storing and dispatching energy during peak demand. Storage is no longer just an add-on—it’s the smarter economic choice.
In July, Sunrun and Tesla batteries delivered 535 MW to California’s grid in a single virtual power plant (VPP) event, enough to avoid firing up a peaker plant. And that was with just 35% of batteries enrolled in VPPs.
Meanwhile, the Northeast is grappling with aging infrastructure, rising electrification, and volatile weather. The case for distributed storage is clear. The real question is whether regulators and utilities will act proactively—or wait until a backlash like Con Edison’s
https://www.utilitydive.com/news/sunrun-battery-attachment-rate-solar-earnings/757187/
Author: Brian Martucci