Tue, Mar 3

NEWS: Expiring US tax credit drives record solar demand in H2 2025

The end of the 30% home solar tax credit triggered a 205% surge in homeowner demand in late 2025 as customers raced to install before the Dec. 31 deadline. (PV Magazine)

  • Most installers filled their annual capacity by October, driving payback timelines from 7.4 years in Q3 to 10.4 years in Q4 as pricing and availability tightened. In the rush to secure expiring incentives with simpler, solar-only setups, national battery attachment rates sank to 38%.

  • Yes, but: Companies dealing in third-party-owned (TPO) systems—which still qualify for commercial tax credits—saw record storage attachment, setting the stage for a 2026 wave of battery retrofits and VPP subscriptions.

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