Overview
- Major suppliers report a sharp rise in home solar, with Solarhandel24 tripling March revenue to nearly €70 million and Enpal lifting March orders by 30% as E.ON says inquiries have doubled.
- Energy providers and wholesalers say demand has in some cases more than doubled in Germany, the United Kingdom, and the Netherlands since the war began, as buyers seek lower bills and greater energy security.
- Germany now faces policy uncertainty as Economy Minister Katherina Reiche proposes ending feed-in payments for very small systems, a move that would cut support for rooftop and plug-in setups.
- Homeowners are choosing full packages that link rooftop panels to batteries and EV chargers, and industry data show storage demand up 40% to 50% as people aim to use more of their own power.
- Supply remains concentrated in China, which makes about 90% of panels, and manufacturers there say Europe’s spike will not clear a global glut that formed after a 2025 slowdown.