Tesla Powerwalls just powered the largest residential distributed power plant dispatch ever recorded During extreme heat in California, more than 140,000 home batteries were dispatched for 3 hours, reaching 580+ MW of peak power back into the grid Tesla Powerwalls absolutely dominated the event: • ~110,000 Powerwalls participated • 517 MW came from Powerwalls alone • Another 63 MW came from 30,000+ other home batteries • Tesla Powerwalls delivered nearly 90% of the total peak output • 580+ MW total peak output • Enough to power every household in Sacramento County during peak hours The scale is insane More than 100,000 Tesla Powerwalls sitting inside people’s homes effectively operated as one massive distributed power plant exactly when California needed it And there was even more capacity available Tesla and Sunrun reported that their fleets had the ability to deliver more than 720 MW if the following night’s Southern California dispatch had happened at the same time This is what Tesla’s vision for distributed energy starts to look like at real scale

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $RUN Sunrun and Voltus Partner to Supply Distributed Energy Capacity for AI Data Centers 👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: ➤ 𝗦𝘂𝗻𝗿𝘂𝗻 partners with 𝗩𝗼𝗹𝘁𝘂𝘀 to support AI hyperscaler power demand. ➤ Sunrun will provide capacity from residential 𝗯𝗮𝘁𝘁𝗲𝗿𝘆-𝗽𝗹𝘂𝘀-𝘀𝗼𝗹𝗮𝗿 systems. ➤ Capacity will support Voltus's 𝗕𝗿𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗢𝘄𝗻 𝗖𝗮𝗽𝗮𝗰𝗶𝘁𝘆™ programs. ➤ Initial deployment targets the 𝗣𝗝𝗠 and 𝗠𝗜𝗦𝗢 grid regions. ➤ Distributed resources can reduce demand during periods of 𝗴𝗿𝗶𝗱 𝘀𝘁𝗿𝗲𝘀𝘀. ➤ Participating homes and businesses can receive 𝗽𝗮𝘆𝗺𝗲𝗻𝘁𝘀 for providing flexibility. ➤ Program aims to accelerate 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 interconnections and improve reliability. ➤ Separate Sunrun initiative targets over 𝗶𝟲.𝟴 𝗚𝗪 of flexible capacity. ➤ Collaboration could help meet rising AI electricity demand without waiting for new generation. 👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀: ➤ AI data centers are creating significant new 𝗲𝗹𝗲𝗰𝘁𝗿𝗶𝗰𝗶𝘁𝘆 demand. ➤ Distributed batteries could provide capacity faster than traditional infrastructure expansion. ➤ Partnership creates another potential 𝗺𝗼𝗻𝗲𝘁𝗶𝘇𝗮𝘁𝗶𝗼𝗻 channel for Sunrun's installed assets. ➤ Hyperscaler funding could generate additional economic benefits for participating customers. ➤ Successful deployment could strengthen 𝗦𝘂𝗻𝗿𝘂𝗻'𝘀 role in virtual power plants. 👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀: 𝗠𝗮𝗿𝘆 𝗣𝗼𝘄𝗲𝗹𝗹, CEO of Sunrun: “Meeting growing energy demand requires us to maximize every single electron available across the country. In collaboration with Voltus, we are providing critical capacity from home batteries supported by funding from hyperscalers. This is just the beginning of what distributed energy assets can achieve.” 𝗗𝗮𝗻𝗮 𝗚𝘂𝗲𝗿𝗻𝘀𝗲𝘆, CEO of Voltus: “BYOC is about turning distributed resources into capacity the grid can count on, and maximizing value for the end user. This partnership brings together Sunrun’s residential scale with Voltus’s market-integrated flexibility platform so distributed capacity can support reliability, affordability, and growth as electricity demand increases.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Sunrun and Tesla Deliver Record 580 MW From Home Batteries to California Grid - $TSLA $RUN 👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: ➤ 𝗦𝘂𝗻𝗿𝘂𝗻 and 𝗧𝗲𝘀𝗹𝗮 dispatched more than 𝟱𝟴𝟬 𝗠𝗪 of peak power. ➤ Companies called it the largest 𝗱𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗲𝗱 𝗽𝗼𝘄𝗲𝗿 𝗽𝗹𝗮𝗻𝘁 dispatch on record. ➤ Approximately 𝟭𝟭𝟬,𝟬𝟬𝟬 𝗧𝗲𝘀𝗹𝗮 𝗣𝗼𝘄𝗲𝗿𝘄𝗮𝗹𝗹𝘀 participated in the September 9 event. ➤ Tesla Powerwalls supplied 𝟱𝟭𝟳 𝗠𝗪 of the total capacity. ➤ Sunrun owns and operates 𝟱𝟱% of participating Powerwalls. ➤ Sunrun also dispatched over 𝟯𝟬,𝟬𝟬𝟬 batteries from other manufacturers. ➤ Batteries supplied power for a 𝘁𝗵𝗿𝗲𝗲-𝗵𝗼𝘂𝗿 evening period. ➤ Combined fleets could potentially deliver over 𝟳𝟮𝟬 𝗠𝗪 in one dispatch. ➤ Brattle analysis estimates programs could save Californians up to $𝟮𝟬𝟲 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 by 2028. ➤ Broader initiative targets over 𝟭𝟲.𝟴 𝗚𝗪 of flexible distributed capacity. 👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀: ➤ Demonstrates home batteries can operate collectively at 𝘂𝘁𝗶𝗹𝗶𝘁𝘆-𝘀𝗰𝗮𝗹𝗲 capacity. ➤ Distributed batteries can provide additional supply during periods of 𝗽𝗲𝗮𝗸 𝗱𝗲𝗺𝗮𝗻𝗱. ➤ Coordinated dispatches could reduce reliance on costly 𝗽𝗲𝗮𝗸𝗲𝗿 𝗽𝗹𝗮𝗻𝘁𝘀. ➤ Supports Sunrun and Tesla's push into 𝘃𝗶𝗿𝘁𝘂𝗮𝗹 𝗽𝗼𝘄𝗲𝗿 𝗽𝗹𝗮𝗻𝘁𝘀. ➤ Expansion could create new grid revenue opportunities for participating homeowners. 👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁: 𝗠𝗮𝗿𝘆 𝗣𝗼𝘄𝗲𝗹𝗹, CEO of Sunrun: “Sunrun’s distributed home batteries are operating at a scale larger than many peaker power plants combined. Families depend on their Sunrun energy systems for outage protection and energy independence. This historic dispatch shows that the benefits of distributed energy go well beyond individual households as we help control the cost of electricity for all Californians and reduce the need for new costly poles and wires.”

As electricity demand grows, utilities need smarter ways to manage the grid. @ENERGY I-Corps helped a @SandiaLabs team develop an AI-enabled Distributed Energy Resource Management System to better understand operational needs.

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