Sunrun announced that with rising electricity costs, growing risk of power outages, and a widening gap between power supply and demand, Sunrun rapidly delivered new, dispatchable energy to the grid at scale and at speed. In 2025, customer participation in Sunrun's distributed power plant programs grew more than fivefold, transforming the business into one of the sources of flexible, dispatchable energy in the country. Sunrun dispatched nearly 18 gigawatt-hours of energy from batteries to support grids across America-- enough electricity to power 15 million homes for one hour--with a combined peak output of 416 megawatts, a capacity greater than many fossil-fuel peaker plants.
More than 106,000 Sunrun customers were enrolled in Sunrun's 17 distributed power plant programs in 2025, a dramatic increase from approximately 20,000 the year prior. At least one program dispatched every day throughout the year, totaling more than 1,300 dispatches across all programs. These dispatches supported grids during critical hours and helped avoid power outages while putting downward pressure on energy costs for all ratepayers. Grid operators across the country are sounding the alarm as electricity demand--driven by AI, data centers, electrification, and extreme weather--outpaces new generation.
ICF projects U.S. electricity demand will rise 25% by 2030, compared to 2023 levels. Last summer, PJM Interconnection, the power grid operator in the U.S., narrowly avoided rotating outages during a heatwave and is now facing record-high capacity prices amid supply shortages. Sunrun's distributed power plant innovations and highlights from 2025 include: Texas: Sunrun's distributed power plant with Vistra's TXU Energy dispatched more than 200 times to supply critical energy during extreme heat, providing cost control to all energy customers.
New partnerships to build distributed power plants with NRG Energy and Tesla Electric were also announced and have begun initial activation. California: For the second consecutive year, Sunrun helped operate the nation's distributed power plant, leading a historic dispatch that provided enough electricity to power more than half of the city of San Francisco during peak demand. Sunrun also partnered with PG&E on a first-of-its-kind program to deliver targeted, neighborhood-level grid relief to help PG&E avoid or defer system upgrades.
Maryland: Sunrun launched the nation's first residential vehicle-to-grid distributed power plant in partnership with Ford and Baltimore Gas and Electric Company, demonstrating that the large batteries inside electric vehicles can help stabilize the grid during times of peak demand. Puerto Rico: More than 30,000 Sunrun customers repeatedly kept power flowing when traditional power plants failed. The island's electric utility provider, LUMA, credited Sunrun's distributed power plant as a "major energy milestone." Northeast: Sunrun operates New York's distributed power plant, which, along with Sunrun's distributed power plants in Massachusetts and Rhode Island, responded to East Coast heat waves and relieved grid stress throughout the summer.
The 17 programs leverage Sunrun's 217,000 home battery storage systems--the fleet in America--to deliver efficient, affordable solutions. Sunrun expects to have 10 gigawatt-hours of dispatchable capacity online by the end of 2028. Utilities and grid operators compensate Sunrun for managing and operating distributed power plants, including the U.S. power plant, which is expected to be completed in 2028.
