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Sunrun Dispatches a Record Amount of Energy to California's Grid During a Historic Event

1. Sunrun delivered 360 megawatts during a record power plant event. 2. The event reduced California's grid load significantly, proving battery reliability. 3. Sunrun supplied over two-thirds of the dispatched energy in the event. 4. The company’s batteries alleviate peak demand, preventing blackouts and price spikes. 5. Customers receive compensation per battery, enhancing Sunrun's market appeal.

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Why Very Bullish?

Sunrun's substantial contribution to grid stability boosts its market position. Historical precedents show that technological advancements significantly affect stock valuations positively.

How important is it?

The analysis enhances Sunrun's reputation in renewable energy, likely attracting investors. It also emphasizes the operational effectiveness of their technology, suggesting growth potential.

Why Long Term?

As dependency on renewable energy grows, Sunrun's technologies will increasingly influence market dynamics. Previous renewable energy advancements led to sustained stock price increases over time.

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A new analysis confirms Sunrun’s leading position as the largest operator in California’s statewide distributed power plant, delivering 360 megawatts to the state’s grid on a record-setting night August 04, 2025 08:00 ET  | Source: Sunrun Inc. SAN FRANCISCO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- A new analysis by The Brattle Group found that Sunrun’s (Nasdaq: RUN) fleet of home batteries across California was the largest contributor to a historic distributed power plant dispatch event that delivered an average of 535 megawatts to the grid—enough to power more than half of the city of San Francisco. Multiple distributed power plant aggregators, of which Sunrun is the largest, discharged home batteries in coordination with the California Energy Commission, the California Independent System Operator, and local utilities during a scheduled test event between 7 and 9 p.m. on Tuesday, July 29. The goal of the event was to prepare for anticipated need-based dispatches during heat waves in August and September. The Brattle Group found that the output from more than 100,000 residential batteries resulted in “a visible reduction in net load” across the statewide grid when output typically is most valuable to the system. “Performance was consistent across the event, without major fluctuations or any attrition,” said Ryan Hledik, Principal at The Brattle Group. “Events like these demonstrate to system operators that residential batteries provide dependable, planning-grade performance at scale.” “Residential batteries—and other sources of distributed flexibility—can serve CAISO’s net peak, reduce the need to invest in new generation capacity, and relieve strain on the system associated with the evening load ramp,” Hledik said. Sunrun’s home batteries supplied more than two-thirds of the total energy dispatched during the event—averaging more than 360 megawatts over the two hours—and have the capability to deliver this critical energy every day. Sunrun’s batteries acted in the same way as a traditional power plant and decisively knocked down the state’s evening peak demand for electricity. “This customer-led solution is a win-win for households and the grid,” said Sunrun CEO Mary Powell. “Distributed home batteries are a powerful and flexible resource that reliably delivers power to the grid at a moment's notice, benefiting all households by preventing blackouts, alleviating peak demand, and reducing extreme price spikes." This is the second time this summer that Sunrun’s fleet of home batteries helped reduce California’s peak energy demand. On June 24, Sunrun’s statewide distributed power plant dispatched 325 megawatts of peak power from 7 to 9 p.m. Participating Sunrun customers are compensated up to $150 per battery per dispatching season, and Sunrun is paid for dispatching the batteries. See The Brattle Group’s full analysis here. About SunrunSunrun Inc. (Nasdaq: RUN) revolutionized the solar industry in 2007 by removing financial barriers and democratizing access to locally-generated, renewable energy. Today, Sunrun is the nation’s leading provider of clean energy as a subscription service, offering residential solar and storage with no upfront costs. Sunrun’s innovative products and solutions can connect homes to the cleanest energy on earth, providing them with energy security, predictability, and peace of mind. Sunrun also manages energy services that benefit communities, utilities, and the electric grid while enhancing customer value. Discover more at www.sunrun.com. Media ContactWyatt SemanekDirector, Corporate Communicationspress@sunrun.com Investor & Analyst ContactPatrick JobinSVP, Deputy CFO & Investor Relations Officerinvestors@sunrun.com

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