Decentralizing the Grid,
One Node at a Time.
Solar Supercycle is an independent market intelligence unit tracking the hardware costs, tax incentives, and arbitrage opportunities of the 2026 Energy Transition.
The Supercycle Roadmap
2024: The Correction
High interest rates crushed the traditional solar loan market. Inefficient installers went bankrupt. The market cleared out the noise.
2025: The Stabilization
Battery prices dropped 40% due to Lithium oversupply. Smart homeowners began buying "Hybrid" systems (Solar + Storage) to bypass utility rates.
2026: The Supercycle
This is where we are. The convergence of AI Power Demand, High-Purity Silicon, and Decentralized Grids creates a perfect storm.
- > Federal ITC: 30% Active
- > Grid Arbitrage: Profitable
- > AI Home Compute: Emerging
2027+: The Energy Currency
Homes become autonomous power plants. Peer-to-peer energy trading becomes standard. The grid becomes a marketplace.
Live Market Data: Classified
Real-time arbitrage tracking is reserved for active subscribers.
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Enphase Energy
IQ9 Efficiency Projected: 22.00%
Lithium Spot
Global Avg Price: $13,500
Grid Instability
Load Stress Index: 94.50%
Partner with the Intelligence Unit
We partner with hardware manufacturers and installers who meet our efficiency standards. If you are building the future of the grid, we want to see your specs.