Core Insights - Sunrun is activating over 130,000 home batteries to support the U.S. power grid during the summer, representing more than two-thirds of its total battery fleet [1] - The company can dispatch 650 megawatts of peak power, sufficient to power 480,000 homes, addressing the increasing electricity demand in America [1][2] - Sunrun's storage-first strategy has positioned it among the top five energy storage operators in the U.S., with nearly a gigawatt of installed battery capacity [2] Company Strategy - Sunrun's focus on pairing storage with solar energy allows for rapid deployment of new generating capacity to stabilize the grid and promote energy independence [2] - The company's subscription model enables the aggregation and management of home batteries, enhancing grid reliability [5] - Sunrun's innovative approach has led to a storage attachment rate of nearly 70% among new solar customers in the first quarter of the year [2] Operational Impact - Sunrun's dispatchable power plants have provided hundreds of megawatts of peak power to the grid in various states, aiding in grid stabilization during high demand periods [3][4] - The company operates 17 dispatchable power plant programs in partnership with electric utilities, which help prevent blackouts and improve reliability [4] - Sunrun's ability to deploy utility-scale battery capacity within months allows for quick responses to grid demands, saving costs for connected families [4] Market Position - Sunrun is the largest distributed battery power plant provider and operator globally, accounting for approximately half of all new home battery installations in the U.S. [2] - The company has been called upon by utilities in states like Arizona and New York to dispatch essential energy during periods of high temperatures [7] - Sunrun's capacity to respond to emergency power events has been demonstrated in Puerto Rico, where it has dispatched stored solar energy multiple times this year [7]