- US home battery installations hit a record 673 MW in Q1 2026, driven by state incentives and rising electricity costs.
- California and Hawaii led installations, with policies like sunset export pricing and direct payments encouraging adoption.
- The surge in batteries contrasts with a slowdown in residential solar due to the loss of a federal tax credit.
- Rising residential electricity costs (over 7% increase in April 2026 vs. 2025) make batteries financially attractive for load-shifting.
- Home batteries can support grid flexibility and potentially benefit AI data centers by stabilizing energy supply.