Cinnamon Energy Systems

09/02/2026

Raghu Raps on Rising Sun Opportunities

2025 was a record year for residential solar and batteries.
2026 is shaping up to be a record bad one.

The 30% homeowner solar tax credit is gone ... is residential solar in serious trouble? Not so fast.

This week on The Energy Show, Barry sits down with Raghu Belur, co-founder and Chief Product Officer of Enphase Energy to talk about what comes next for homeowners, installers and the solar industry.

Raghu and Barry have both been riding the solar coaster since the early days of residential solar and they've seen enough downturns to know that today's bad market doesn't necessarily mean tomorrow's bad business.

Episode Highlights:
• How prepaid leases can help homeowners capture economics similar to the former 30% tax credit
• Enphase's new IQ9 microinverter and upcoming G5 battery
• Why Enphase says its G5 battery costs are about 40% lower
• Bidirectional EV charging and turning your car into a giant home battery
• AI-powered solar, battery and home energy management
• Why installers should go back to their existing customers
• Expanding into EV charging, HVAC and commercial solar
• Balcony solar as a gateway into home electrification
• Falling battery costs and the next generation of power electronics

2025 was a record year for residential solar and batteries.2026 is...

09/01/2026

08/30/2026

08/20/2026

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08/19/2026

No Tax Credit, No Problem. The New Math for Home Solar.

With the 30% residential solar tax credit gone, the effective cost of going solar has jumped dramatically and residential installations are already down roughly 20–25%. For installers that historically relied on cash sales, the drop can be even worse.

But before we start writing solar’s obituary, there are a few important plot twists.

Electricity rates are still climbing. Blackouts aren’t exactly going out of style. Battery prices continue to improve. And, most importantly, leases, PPAs and prepaid financing can still give homeowners access to the economics of the 30% commercial tax credit.

In other words, financing has gone from being something that helps sell solar to something that may determine whether solar gets sold at all. The tail is officially wagging the dog.

This week on The Energy Show, Barry Cinnamon welcomes back solar finance expert Dan Javen, who correctly predicted many of the financing challenges now hitting the residential market.

Episode Highlights:
• Why residential solar is down 20–25% in 2026
• How leases, PPAs and prepaid leases can preserve the 30% tax-credit advantage
• Which solar and battery companies may be best positioned to survive
• Why standalone battery installations and Virtual Power Plants could become one of the industry's biggest opportunities
•Why Dan believes the real solar-and-storage recovery may begin around 2028

With the 30% residential solar tax credit gone, the effective cost ...

08/10/2026

Get your solar quote today.
https://cinnamon.energy/free-solar-quote

08/05/2026

VPP: Your Battery's Side Hustle?

Utilities, finance companies, and software aggregators have suddenly discovered something valuable:

Your battery.

Virtual Power Plants (VPPs) promise easy money by letting utilities tap into thousands of home batteries during periods of high demand. Sounds great... until you discover who actually makes the biggest profits.

In this week's Energy Show, Barry digs into the fine print behind today's VPP programs and explains why some are a fantastic deal and others are little more than a money grab.

If you've invested thousands in a home battery, don't let someone else cash the checks. Before you enroll your battery, watch this first.

Episode Highlights:
• Why utilities suddenly LOVE your battery
• Which VPPs actually pay homeowners and which barely do
• Why letting utilities run VPPs is like letting the fox guard the henhouse
• Hidden battery wear, cycling, taxes, and blackout risks nobody mentions
• California's DSGS vs ELRP programs—which pays more?
• Why AI data centers are making VPPs more valuable than ever
• How to know if your battery is working for you... or someone else

Utilities, finance companies, and software aggregators have suddenl...

08/03/2026

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08/01/2026

Get your solar quote today.
https://cinnamon.energy/free-solarquote