US Home Energy Storage After a Turbulent 2025: Why VPPs, Software, and “Operate-Ability” Will Decide the Winners
The US home energy storage market didn’t move in a straight line through 2025. It was, as Lunar Energy’s Ed Gunn described, a “turbulent year” that still reinforced the fundamentals: batteries sit at the intersection of lower bills, reliability, and customer control, and that combination keeps demand moving even when the policy or market environment feels uncertain.But what changed is how the value is being delivered. The industry is shifting away from a hardware-only conversation (capacity, backup hours) toward an “operate-ability” conversation: monitoring, optimisation, financing models, and participation in virtual power plants (VPPs). The next phase is about turning complexity—dynamic rates, evolving market rules, and localised utility programs—into real, measurable savings and re...
