Utility Dive•3 days ago
Prepaid leases, data center dollars key for DERs in 2026: Enphase executive
Key Takeaway
The residential DER market is undergoing a rapid shift to lease and subscription models, fueled by prepaid leases and data center investments, creating new financial structures and opportunities for developers and large load integration.
AI Summary
- •The residential solar-and-storage market is projected to rapidly shift away from direct customer ownership towards lease and subscription models, starting in 2026.
- •Prepaid leases are identified as a key financial mechanism driving this transition in residential DER deployment.
- •"Data center dollars" are highlighted as a significant factor influencing the growth and financing of DERs, suggesting new investment streams or demand-side drivers.
Topics
datacenterfinancingppasolarstorage