residential storage
2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jul 10, 2025 by Julian Dumoulin-Smith · across every show →
Everything said about residential storage, oldest first
Jul 10, 2025 neutral
Dumoulin-Smith: Standalone residential storage market remains modest
“Look, I don't necessarily think there's a sizable storage standalone business, at least relative to the size and scope of what we're looking at today in, you know, solar and storage and solar only, right? Like, that's Like, obviously, it's there. It's just as …”
Jul 30, 2026 neutral
Hade: Utility scale is 90% of US battery growth and C&I is virtually zero
“Of that, you know, roughly 40 gigawatts of storage that's been added to the grid over the last five years something like 90% of it is utility scale, and 10% is residential, and if you add 90 and 10, that gets to a hundred, which means that basically nothing is…”