Europe’s grids risk stalling energy transition | Ember

Europe’s grids risk stalling energy transition

13 Mar 2024

Solar is particularly likely to be affected by misalignment, particularly when compared to market indicators. Out of the 23 national grid plans with sufficient data, 19 undershoot the expected deployment of solar by 2030 as indicated by realistic market outlooks. This would mean a mismatch of 205 GW, almost equivalent to the total solar capacity installed in the EU today (263 GW).

“We can’t afford to overlook grids. They risk holding Europe’s supercharged energy transition back if plans aren’t updated. Making sure solar and wind can actually connect to the system is as critical as the panels and turbines themselves.”

Underplanning grids risks congestion issues

This mismatch between expected capacities and grid planning could mean that grid congestion could worsen. As well as posing a risk to meeting wind and solar targets, this could be expensive: failing to address grid capacity issues already constitutes a substantial cost for many European countries. In 2023, Spain spent more to manage its already congested transmission grid than it invested in its development.

The analysis finds that these gaps are likely due to the structure of grid planning processes, as by the time the plans are published the information they are based on can be many years out of date. This poses a challenge given that the rollout of clean technologies has rapidly accelerated since Russia’s invasion of Ukraine, with national targets and market conditions changing quickly.

Ember’s analysis concludes that this lag could potentially be addressed through revisions to regulatory frameworks, by allowing for more timely information to be used as the basis of planning. Already grids have moved up the political agenda in recent months, with the European Commission’s Grids Action Plan in November 2023 setting out key interventions.

Notes to editor

The report analyses data related to national electricity transmission networks across 35 European countries (EU-27, Norway, Switzerland, UK and Western Balkans), assessing their readiness to deliver on power sector needs for the energy transition, and concluding with key recommendations. Data availability on different categories varies across countries.

About Ember

Ember is an independent energy think tank that aims to accelerate the clean energy transition with data and policy. It creates targeted data insights to advance policies that urgently shift the world to a clean, electrified energy future.

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