You wouldn’t know it from the political debate, but the fastest-growing corner of the American energy market is also one of the most naturally conservative ideas in it: owning your own power.
Home battery storage—the ability to store and manage the electricity that runs your household—is attracting growing investment, and greater attention from conservatives could be beneficial, particularly as the midterm elections approach.
Earlier this year, Silicon Valley startup Lunar Energy announced $232 million in new funding, bringing its total capital raised to over half a billion dollars. The company makes home battery systems and the software to run them, and currently manages about 650 megawatts of distributed devices, with plans to scale from 10,000 to 100,000 battery systems per year by 2028.
Some may argue that utility monopolies, backed by state regulators, face little competitive pressure to prioritize affordability. Though it’s worth noting that utilities and regulators have justified cost increases to fund infrastructure improvements to increase efficiency and protect against wildfires. When Pacific Gas & Electric posted $2.47 billion in profit in 2024 (the same year it secured six separate rate hikes), millions of Californians had no recourse. That is, unless they generated their own power. A home battery changes that calculus entirely.
Conservatives have a natural ownership claim over this issue and largely have failed to take it. Home energy storage is, at its core, about property rights and individual self-sufficiency. As the Solar Energy Industries Association has argued, without solar and storage, your utility is your only electricity supplier, which could expose you to unexpected rate hikes. A battery solves that problem.
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The resilience case is just as compelling. During blackouts in Texas, wildfires in California, and hurricanes in Florida, families with home batteries kept their lights on. The Department of Defense has adopted renewable-powered microgrids at critical military installations, not for environmental reasons, but for energy security and operational continuity. If that logic is sound for Fort Bragg, it’s sound for your home.
Lunar Energy’s AI-driven software earned customers an average of $464 in 2025 by participating in virtual power plant programs that stabilize the broader grid, with another $338 in savings on top from smarter energy timing. That’s real money returning to households rather than utility shareholders.
Less than one million of America’s 75 million homes currently have battery storage. That gap is an opportunity for markets to grow, for manufacturers to create American jobs, and for conservatives to lead on an issue that belongs to them.
Energy independence, starting at your property line, is not a green slogan. It’s a founding principle.
The views and opinions expressed are those of the author’s and do not necessarily reflect the official policy or position of C3.
