The Net Metering Gamble: What Enphase's Dutch Play Reveals About America's Solar Future Enphase Energy, Inc. 's (NASDAQ:ENPH) aggressive expansion into the Netherlands has sent ripples through the solar industry.
As of January 1, 2027, Dutch households will no longer be able to offset their exported solar electricity against power purchased from the grid, effectively ending net metering in the country.
This policy shift creates a high stakes gamble for Enphase: can the company boost battery sales or weaken demand for new solar only installations? Enphase's focus on existing customers is striking.