Worn Out ToolsOctober 9, 2026

SB 868: A Billion-Dollar Battery Opportunity

Plug-in solar is now legal in California, and plug-in solar will be a large market.

But an even larger market is hidden in the plug-in solar language allowing one to sell a plug-in bidirectional battery to the roughly 2 million California homes that have rooftop solar but no battery.

No utility interconnection agreement. No interconnection fee. Just a battery that plugs into a standard socket.

It will cost around $1,000 and discharge through the expensive evening hours. Payback will be within two years.

It’s a shippable appliance worth billions.

For those interested in the specs:

3 kWh battery.

360 W maximum discharge into the house. Why the limit? It’s due to safety concerns and UL requirements.

Want more capacity? Plug in three of them. That gives you 9 kWh of storage and up to roughly 1,080 W of combined discharge, still below California’s 1,200 W aggregate limit.

The savings come from high time-of-use electricity rates from roughly 4 p.m. to midnight.

The battery charges during the day from rooftop solar. If clouds are forecast, it can instead charge from the grid during the cheap midnight-to-6 a.m. window.

This is not an off-grid system.

It is for the millions of grid-connected homes that already have solar but do not have a battery.

Don’t spend $10,000 installing a 10 kWh battery system.

Spend roughly $3,000 for 9 kWh of plug-in storage.

No utility approval.

No grid connection fee.

No electrician needed.

High ROI and set it and forget it ease.

I’m looking to buy a few myself when Zendure / EcoFlow / Hoymiles / Mango Power / Pila release their versions.