The future of the home solar market

Sunrun CEO Mary Powell on where solar, batteries and electrification are headed.

Momentum is building behind electrification. But when will electrification really take off as a mainstream movement? And which companies are best positioned to provide electrification solutions to consumers at scale?

One strong candidate is Sunrun. It’s the leading residential solar company in the U.S., having taken over the spot once held by SolarCity years ago and more recently acquiring its next-biggest competitor, Vivint Solar.

Sunrun has also become a major player in residential batteries, and in 2021 it started to push its way into the residential EV charging game via a partnership with Ford around the electric F-150 Lightning.

Mary Powell recently became CEO of Sunrun, taking the reins from co-founder and previous CEO Lynn Jurich last year.

Shayle talked to Mary about what Sunrun is today and what it might be in the future. They discuss what it will take to lower consumer-acquisition costs, overcome the inertia of policy and utilities, and better understand the emotional and economic drivers behind residential solar installations. 

Plus, they discuss the opportunities for vehicle-to-home charging and how NREL’s SolarApp could speed up the residential solar permitting and installation process.

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Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you’re a startup, investor, enterprise or innovation ecosystem that’s creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.

Catalyst is supported by Nextracker. Nextracker’s technology platform has delivered more than 50 gigawatts of zero-emission solar power plants across the globe. Nextracker is developing a data-driven framework to become the most sustainable solar tracker company in the world — with a focus on a truly transparent supply chain. Visit nextracker.com/sustainability to learn more.