Austin, TX, USA · Leases home batteries and runs them as a grid resource; 500+ MWh fleet
> $2.5B (incl. $1B Series D at $13B valuation)
No dated updates yet
Every technology tracked, from class to segment: the leading companies, the projects deploying it, the minerals it depends on, and funding open right now.
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Companies tracked
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PARTNERSHIPBase Power: Walmart makes strategic investment in Base Power, offers batteries at stores
Walmart announced an undisclosed strategic investment in Base Power and an agreement to offer its home batteries at Walmart and Sam's Club locations, starting in Texas with 20% off the upfront installation fee from November. Base reports more than 35,000 members in Texas, including over 20,000 households with batteries.
uk.finance.yahoo.com →+ THESISOTHERFranklinWH: FranklinWH expands US VPP reach with Alliant Energy and Entergy Louisiana partnerships
Energy-Storage.news: Distributed energy resource (DER)-focused company FranklinWH has recently announced advancements in residential energy storage programmes in Louisiana and Iowa.
energy-storage.news →+ THESISCONTRACTVoltus: Google and Voltus expand PJM virtual power plant agreement to 1GW
Energy-Storage.news: Tech giant Google and distributed energy resource (DER) platform Voltus have announced an expanded agreement to build a 1GW virtual power plant (VPP) in the US.
energy-storage.news →+ THESISPROJECTVoltus: Google plans big virtual power plant in energy-strapped PJM grid
Canary Media: Google just upped the ante on its plans to leverage the energy use of thousands of homes and businesses to free up space on the grid for data centers. The tech giant and the California-based firm Voltus announced Thursday that they are going after a gigawatt of virtual-power-plan…
canarymedia.com →+ THESISRENAMEDRenew Home: Renew Home: Renamed to Everyday Electric (Oct 2026)
Renew Home said on Oct 6, 2026 that it changed its name to Everyday Electric and acquired the connected-vehicle platform Smartcar to extend its VPP into EVs.
utilitydive.com →+ THESISPOLICY25D: residential clean energy
Ended after 2025. Affects Distributed storage & VPPs, Home batteries and virtual power plants, Base Power.
+ THESISFleets of home and business batteries operated together as a grid resource.
Austin, TX, USA · Leases home batteries and runs them as a grid resource; 500+ MWh fleet
> $2.5B (incl. $1B Series D at $13B valuation)
No dated updates yet
Mountain View, CA, USA · Home batteries and VPP software (Gridshare)
Commercial
No dated updates yet
Brooklyn, NY, USA · Utility VPP / distributed energy management software
Commercial (VPP software)
No dated updates yet
San Francisco, CA, USA · Residential VPP (thermostats, EVs, batteries)
Commercial (VPP)
No dated updates yet
San Francisco, CA, USA · Distributed energy and demand-response marketplace
Commercial (VPP)
No dated updates yet
San Francisco, CA, USA · Software that enrolls devices in demand-response and VPP markets
Commercial (VPP)
No dated updates yet
San Francisco, CA, USA · Smart electrical panels that manage home loads and batteries
Commercial
No dated updates yet
San Jose, CA, USA · Home battery systems (aPower)
Commercial
No dated updates yet
Stone Mountain, GA, USA · Residential battery storage systems and VPP programs, with a US arm of the German sonnen brand.
Commercial?
Updated 4 days ago · Stage updated
San Francisco, CA, USA · Home solar and batteries; largest US home-battery virtual power plant
Commercial
Public (NASDAQ: RUN) · Nov 2026 · sunrun.com
Fremont, CA, USA · Microinverters and home batteries
Commercial
Public (NASDAQ: ENPH) · Nov 2026 · enphase.com
Massachusetts Clean Energy Center · due 2026-11-10
California Energy Commission · GFO-26-501 · due 2026-11-20
Rural Utilities Service · RUS-ARC-2026 · due 2026-11-20
DoD USAF SBIR · DAF27BZ01-DV013 · due 2026-11-25
DoD NAVY STTR · DON27TZ02-NV010 · due 2027-01-06
DoD DTRA STTR · DTR27TZ02-NV003 · due 2027-01-06
California Energy Commission · GFO-26-503 · due 2027-01-26
National Energy Technology Laboratory · DE-FOA-0003641 · due 2027-02-08
CPUC
Oregon Department of Energy
Oregon Department of Energy
Virginia Department of Energy
Oregon Department of Energy