The future of the home solar market

The future of the home solar market

There’s momentum building for electrification. But when will electrification take off as a mainstream movement? And what companies can provide electrification solutions to consumers at scale? One strong candidate is Sunrun. It’s the leading residential solar company in the U.S., after SolarCity years ago, and acquiring its next-biggest competitor Vivint solar more recently. Sunrun has also become a major player in residential batteries. And it started to push its way into the residential EV charging game via a partnership with Ford around the electric F-150. Mary Powell recently became CEO of Sunrun, after taking over 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 talk about what it will take to lower consumer acquisition costs, overcome the inertia of policy and utilities, and compare the emotional and economic drivers behind residential solar installations. Plus: the opportunities for vehicle-to-home charging and how NREL’s SolarAPP could speed up residential solar permitting and installation process. 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.

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Episoder(278)

The truth about data center water usage

The truth about data center water usage

Of all the concerns surrounding the AI boom, data center water usage tops the list. Opponents claim that massive hyperscaler facilities threaten local drinking supplies and drain aquifers. Proponents ...

8 Okt 44min

ERCOT batteries: boom, bust, or rebound?

ERCOT batteries: boom, bust, or rebound?

It’s been a wild few years for grid-scale batteries in Texas. At the start of the decade, the Lone Star State was home to roughly 200 megawatts of battery capacity. Today, that number has skyrocketed ...

1 Okt 37min

The rush for clean, on-site power [partner content]

The rush for clean, on-site power [partner content]

This is a partner episode, brought to you by Bloom Energy. Long interconnection queues, fragile supply chains, and a lack of grid capacity are pushing a wide range of C&I customers to invest in distr...

28 Sep 31min

Anduril's vision for powering maritime defense

Anduril's vision for powering maritime defense

Dual-use technologies and the rise of defense tech are having a moment. But how does the defense sector approach innovations in energy that may be necessary to optimize its fleets? To help answer tha...

24 Sep 32min

AMA: Fuel cells, geopolitics, and the solar growth curve

AMA: Fuel cells, geopolitics, and the solar growth curve

As we head into the final quarter of this pivotal and dramatic year for the energy sector, Catalyst host Shayle Kann takes stock of 2026 so far – and considers what’s to come – in this AMA-style episo...

17 Sep 23min

Do data centers actually increase electricity prices? No...and yes

Do data centers actually increase electricity prices? No...and yes

You don’t have to look far to see the vitriol and backlash ignited by the rapid expansion of hyperscaler data centers. While critics and activists tend to focus their ire on resource consumption and r...

10 Sep 42min

What comes after the data center backlash?

What comes after the data center backlash?

In their early days, data centers were largely welcomed by communities who saw their arrival as an economic boost. Today as concerns around noise levels, power prices, water use, and AI grow, they fac...

3 Sep 47min

The rise of metal fuels

The rise of metal fuels

Diesel generators remain ubiquitous because they offer an unusually powerful combination of low cost, high energy density, long-duration storage, and reliable off-grid power. But their pollution, nois...

27 Aug 40min

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