New Models for Texas Homes: How Storage, Retail, and VPPs Are Rewiring Residential Energy

A new wave of companies is reshaping who owns and monetizes residential energy in Texas. Battery-as-infrastructure plays, retailer-operator models, and subscription-financed solar are pulling capital, customers, and installer channels into structures that didn’t exist three years ago. At the heart of these models is a shared promise: making solar and storage genuinely affordable for Texas homeowners, whether through lower upfront costs, predictable monthly bills, or new revenue streams from grid services participation, including the emerging market for data center-paid residential capacity. This session looks at how these business models actually work, what they mean for traditional installers and retailers, and where the residential storage opportunity is headed in Texas.