Netherlands Renewable Energy Market Analysis by Mordor Intelligence
The Netherlands Renewable Energy Market size in terms of installed base is expected to grow from 47.47 gigawatt in 2025 to 79.96 gigawatt by 2030, at a CAGR of 10.99% during the forecast period (2025-2030).
A rapid pivot from incremental rooftop solar to industrial-scale offshore wind is reshaping the capacity mix, and policy mandates to phase out coal by 2030 align with the national 2050 climate-neutral target. Rooftop solar demand is accelerating ahead of the 2027 net-metering sunset, while offshore wind developers race to lock in scarce turbine and cabling slots, driving cost inflation in the supply chain. Corporate power-purchase agreements (PPAs) signed by data-center operators stabilize developer cash flows yet compress utility margins. Grid congestion in inland provinces has already curtailed 2.3 TWh of output, prompting a 3.5 GW battery storage tender and hydrogen-ready grid upgrades that will underpin future variable renewable-energy (VRE) penetration.
Key Report Takeaways
- By technology, solar energy commanded 69.3% of the Netherlands' Renewable Energy market share in 2024, while ocean energy is projected to register a 38.0% CAGR through 2030.
- By end-user, utilities held 64.8% of the Netherlands Renewable Energy market size in 2024, whereas commercial and industrial buyers are forecast to expand at a 14-16% CAGR through 2030.
Netherlands Renewable Energy Market Trends and Insights
Drivers Impact Analysis
| Driver | (~) % Impact on CAGR Forecast | Geographic Relevance | Impact Timeline |
|---|---|---|---|
| Accelerated offshore-wind build-out commitments to 2030 | +4.20% | National, North Sea zones (IJmuiden Ver, Hollandse Kust) | Medium term (2-4 years) |
| Corporate-PPA boom led by Amsterdam data-center cluster | +2.10% | National, concentrated in Noord-Holland & Zuid-Holland | Short term (≤2 years) |
| Hydrogen-ready grid upgrades enabling higher VRE penetration | +1.80% | National, Rotterdam-Antwerp industrial corridor | Long term (≥4 years) |
| Energy-island concept pilot in Dutch section of North Sea | +1.50% | National, 60 km offshore | Long term (≥4 years) |
| Escalating EU carbon-price trajectory lifting renewable project economics | +1.20% | EU-wide, strongest effect on energy-intensive provinces | Medium term (2-4 years) |
| Large-scale battery-storage tenders easing inland grid congestion | +1.00% | Flevoland, Noord-Brabant, Gelderland | Short term (≤2 years) |
| Source: Mordor Intelligence | |||
Accelerated Offshore-Wind Build-Out Commitments to 2030
The Netherlands has committed to 21 GW of offshore wind capacity by 2030, with a long-term target of 70 GW by 2050, positioning the country as a North Sea renewable energy hub. This acceleration reflects the government's strategic pivot from natural gas extraction toward marine renewable resources, leveraging existing offshore infrastructure and port capabilities.(1)Netherlands Enterprise Agency, “Offshore Wind Roadmap 2030,” netherlandsenterpriseagency.com The IJmuiden Ver wind zones alone will contribute 4 GW through projects like IJmuiden Ver Beta, awarded to Vattenfall and Copenhagen Infrastructure Partners. TenneT's Target Grid initiative represents a EUR 200 billion investment program to create offshore transmission infrastructure capable of handling 72 GW by 2045, fundamentally restructuring the country's energy architecture. The offshore wind pipeline includes innovative energy island concepts in the Dutch North Sea section, designed to aggregate multiple wind farms and enable power-to-hydrogen conversion at sea. This build-out timeline creates predictable capacity additions that underpin the market's growth trajectory while establishing the Netherlands as a renewable energy exporter to neighboring countries.
Corporate-PPA Boom Led by Amsterdam Data-Center Cluster
Amsterdam's emergence as a major European data center hub has catalyzed corporate renewable energy procurement, with hyperscale operators driving long-term power purchase agreements that provide revenue certainty for new renewable projects. The concentration of energy-intensive digital infrastructure in the Randstad region creates demand for approximately 2.5 GW of renewable capacity, equivalent to 3.6% of the country's 2030 target. Corporate buyers increasingly prefer bundled renewable energy solutions that combine solar, wind, and storage to ensure 24/7 clean power delivery, driving innovation in hybrid project development. Google's 250 MW wind deal with Copenhagen Infrastructure Partners exemplifies this trend, where tech companies secure dedicated renewable capacity through direct agreements rather than traditional utility contracts.(2)Eneco, “Google Signs Long-Term PPA,” eneco.com The data center sector's growth trajectory, supported by Amsterdam's strategic location and fiber connectivity, ensures sustained demand for renewable energy beyond 2030. This corporate procurement model reduces project financing risks and accelerates deployment timelines, creating a virtuous cycle that supports the market's expansion.
Hydrogen-Ready Grid Upgrades Enabling Higher VRE Penetration
The Netherlands is constructing a national hydrogen network spanning 1,200 kilometers by 2030, with EUR 2.8 billion in subsidies allocated for hydrogen production and a 4% mandate for industrial hydrogen use. This infrastructure development enables higher renewable energy penetration by providing long-term storage solutions for excess wind and solar generation during peak production periods. Projects like Shell's Holland Hydrogen I (200 MW) and Equinor's H2M Eemshaven facility demonstrate the integration of renewable electricity with hydrogen production, creating new revenue streams for renewable generators. The hydrogen network's design prioritizes industrial clusters in Rotterdam, Amsterdam, and Groningen, where existing chemical and refining facilities can utilize green hydrogen as feedstock. Grid operators are installing hydrogen-ready electrolysis facilities at strategic locations, enabling the real-time conversion of surplus renewable electricity into storable hydrogen. This flexibility mechanism reduces curtailment risks and improves the economic viability of variable renewable energy projects, particularly during periods of high wind and solar output.
Large-scale battery-storage tenders easing inland grid congestion
The Netherlands has launched multiple large-scale battery energy storage tenders to address grid congestion, with projects like Giga Storage's 1.2 GWh facility and Lion Storage's 1.4 GWh installation providing grid balancing services. These battery systems enable higher integration of renewable energy by storing excess generation during low-demand periods and releasing power during peak consumption, thereby reducing the need for fossil fuel backup generation. Eneco's deployment of the country's largest battery energy storage system in 2025 demonstrates the commercial viability of grid-scale storage solutions. The battery tender process prioritizes projects that provide multiple grid services, including frequency regulation, voltage support, and congestion management, creating stacked revenue opportunities for storage operators. Alfen's 100 MW/200 MWh Project Antares represents the growing sophistication of Dutch battery projects, incorporating advanced grid integration technologies and predictive control systems. These storage deployments reduce renewable energy curtailment and improve grid stability, enabling higher renewable penetration rates without compromising system reliability.
Restraints Impact Analysis
| Restraint | (~) % Impact on CAGR Forecast | Geographic Relevance | Impact Timeline | |
|---|---|---|---|---|
| Offshore cabling bottlenecks and port-capacity limits | -1.90% | IJmuiden, Eemshaven, Rotterdam ports | Short term (≤2 years) | |
| Rising curtailment risk in congested inland provinces | -1.30% | Noord-Brabant, Gelderland, Flevoland | Medium term (2-4 years) | |
| Net-metering phase-out dampening residential solar additions after 2027 | -1.10% | National, strongest in urban residential areas | Medium term (2-4 years) | |
| Supply-chain inflation for turbines, cables, and vessels | -1.00% | National, linked to global OEM hubs | Short term (≤2 years) | |
| Source: Mordor Intelligence | ||||
Offshore Cabling Bottlenecks and Port-Capacity Limits
The 21 GW offshore wind roadmap requires approximately 2,100 km of high-voltage submarine cabling by 2030; however, Europe's aggregate annual production capacity is capped at 1,500 km for all markets, leaving a sizable shortfall. Dutch staging ports, such as IJmuiden and Eemshaven, are already near saturation, with limited berth availability for specialized cable-laying vessels. Scheduling conflicts across contiguous North Sea projects compress viable weather windows, potentially delaying commissioning by up to 18 months for farms entering construction after 2027.(3)Ørsted, “Borssele III/IV Project Update,” orsted.com TenneT's Target Grid concept seeks to standardise 2 GW platform modules and shared export cables, but supply-chain execution remains vulnerable to steel and XLPE insulation lead times. Protracted delays would defer the Netherlands' anticipated additions to its renewable energy market size, which were expected in the late-decade surge.
Rising Curtailment Risk in Congested Provinces
Provinces with high variable-renewable penetration, notably North Holland, South Holland, and Groningen, experienced curtailment episodes where individual onshore wind plants lost 15-20% of their potential output during the 2024 peaks. Transmission bottlenecks between northern generation nodes and Randstad demand centres compel system operators to issue redispatch orders to maintain grid stability. Although regional DSOs increased reinforcement spending by 35% in 2024, transformer and cable upgrades typically require a three-year lead time, thereby prolonging the mismatch. Solar arrays in agricultural zones face even steeper export constraints because local power grids were not designed for bidirectional power flows. Persistent curtailment erodes project IRRs and could deter investment, especially for subsidy-free merchant plants reliant on full-capture revenue.
Segment Analysis
By Technology: Offshore Wind Industrialization Reshapes Capacity Mix
Offshore wind additions will increase total wind capacity from 3.2 GW in 2024 to 12 GW by 2030, representing the largest absolute increase in the Netherlands' Renewable Energy market. Solar energy held 69.3% of the installed capacity in 2024; however, its growth moderates once net-metering subsidies phase out in 2027. Ocean energy, although currently under 10 MW, is forecast to grow at a 38.0% CAGR, driven by EU Innovation Fund grants, making it the fastest-growing segment. Bioenergy declines as pellet co-firing subsidies come to an end, and geothermal energy gains moderate traction in greenhouse clusters. Hydropower remains negligible due to flat topography.
Utility-scale repowering of onshore turbines, the deployment of 15-20 MW offshore machines, and the uptake of tidal arrays jointly diversify the Netherlands' Renewable Energy market, protecting overall growth even as rooftop solar incentives taper. The Netherlands' Renewable Energy market share of offshore wind is expected to climb from 18% in 2024 to 32% by 2030, confirming the structural ascendancy of offshore wind.
Note: Segment shares of all individual segments available upon report purchase
By End-User: Corporate Buyers Erode Utility Dominance
Utilities commanded 64.8% of the 2024 capacity, yet the segment grew at only an 11.7% CAGR, trailing the Netherlands Renewable Energy market rate. Commercial and industrial (C&I) buyers signed 1.2 GW of PPAs in 2024, a triple of the 2023 volume, and are on track for the fastest expansion as EU reporting rules tighten. The Netherlands' Renewable Energy market size for commercial and industrial (C&I) offtake is projected to rise from 5.3 GW in 2024 to 12.4 GW by 2030. Data-center clusters, chemical plants, and logistics hubs anchor demand in Noord-Holland, Zuid-Holland, and Noord-Brabant, where grid capacity can absorb large PPAs without curtailment. Residential demand plateaus once net metering is phased out, pushing suppliers toward consolidation, as exemplified by Vattenfall's acquisition of Pure Energie.
Note: Segment shares of all individual segments available upon report purchase
Geography Analysis
North Sea coastal provinces anchor the offshore wind build-out, with North Holland and South Holland leveraging ports at IJmuiden and Rotterdam for turbine staging, operation, and maintenance. Combined, these provinces are forecast to host more than 10 GW of offshore capacity by 2030, underpinning nearly 40% of the Netherlands' renewable energy market. The Randstad conurbation drives consumption growth, led by hyperscale data centres and electrified transport corridors that raise baseload demand. Groningen's transition away from natural gas is accompanied by sizeable onshore wind and solar permits, repositioning the province as a renewable exporter into national grids.
Northern provinces, such as Friesland and Drenthe, provide favourable sites for onshore wind energy due to their superior wind speeds and lower population density. Here, agrivoltaics trials combine dairy operations with elevated panels, creating new revenue streams for farmers. In contrast, the southern provinces of North Brabant and Limburg focus on large rooftop solar installations across industrial estates, taking advantage of their vast warehouse footprints. Grid operators Alliander and Stedin increased capital expenditure by 35% in 2024 to accommodate distributed resources, particularly network-connected batteries that mitigate feeder congestion. Floating-solar concentrations in water-rich South Holland illustrate adaptive land-use, where solar coverage on reservoirs, such as Havikerwaard, reaches 24 MW.
Geographic dispersion creates north-to-TenneT 'smission imbalances, propelling TenneT's EUR 10 billion annual investment programme to reinforce 380 kV lines linking generation nodes to Randstad demand clusters. The phased Target Emphasizes 2 GW DC links that provide controllable flows and ancillary service capabilities. Regional DSOs concurrently fortify medium-voltage circuits to manage rooftop PV backfeed and accommodate EV charging load growth, aligning distributed energy evolution with overarching system adequacy objectives.
Competitive Landscape
The top five players, Vattenfall, Eneco, Ørsted, Shell, and RWE, control approximately 60% of the installed capacity, resulting in a moderate concentration profile for the Netherlands' Renewable Energy market. Integrated utilities are moving downstream into battery storage and operations and maintenance (O&M) to defend their margins, while pure-play developers recycle capital by selling projects at the notice-to-proceed stage. Vattenfall's 2024 purchase of Pure Energie removed a price-aggressive competitor and granted access to 250,000 households, lowering acquisition costs by 30%. Eneco's joint venture with Mitsubishi secures Japanese equipment finance for 1.5 GW of offshore assets.
Disruptors such as Tesla Energy undercut storage tenders by 18% through upstream battery cell integration, while Siemens Gamesa's 15 MW turbine raises annual energy output by 20% compared to legacy models, justifying price premiums of 10-12%.(4) Regulatory power rests with the Netherlands Enterprise Agency, which allocates seabed leases, and TenneT, which dictates grid connection timing and curtailment payments. White-space remains in agrivoltaics, where dual-use greenhouse projects total under 200 MW despite 12-15% crop-yield gains in Zeeland pilots.(5)Wageningen University & Research, “Agrivoltaic Pilots in Zeeland,” wur.nl
Netherlands Renewable Energy Industry Leaders
-
Vattenfall AB
-
Orsted A/S
-
Eneco Groep NV
-
Shell Renewables & Energy Solutions
-
TenneT Holding BV*
- *Disclaimer: Major Players sorted in no particular order
Recent Industry Developments
- June 2025: Vattenfall reported strong 2024 results and announced SEK 170 billion investments for 2025-2029, focused on fossil-free generation, including the Zeevonk offshore wind-solar-hydrogen project.
- April 2025: The Dutch government has extended the SDE++ budget by EUR 8 billion for 2026 and allocated EUR 2.1 billion to green hydrogen projects, while expediting grid expansion.
- March 2025: SolarDuck raised EUR 15 million to scale offshore floating-solar technology suited to North Sea conditions.
- November 2024: The Netherlands has confirmed the abolition of net-metering from 2027, with the solar association Holland Solar proposing a flex-bonus incentive.
Netherlands Renewable Energy Market Report Scope
Renewable energy is derived from natural sources that replenish faster than they are consumed, such as sunlight, wind, water, geothermal heat, and biomass. These resources are considered inexhaustible and are used to generate electricity, heat, and fuel, typically resulting in a lower carbon footprint and reduced environmental impact compared to fossil fuels.
The Netherlands Renewable Energy Market is segmented by technology and end-user. By technology, the market is segmented into Solar Energy (PV and CSP), Wind Energy (Onshore and Offshore), Hydropower (Small, Large, and PSH), Bioenergy, Geothermal, and Ocean Energy (Tidal and Wave). By end user, the market is segmented into Utilities, Commercial and Industrial, and Residential. The report also covers the market size and forecasts for the Netherlands.
For each segment, market sizing and forecasts have been conducted based on installed capacity (GW).
| Solar Energy (PV and CSP) |
| Wind Energy (Onshore and Offshore) |
| Hydropower (Small, Large, PSH) |
| Bioenergy |
| Geothermal |
| Ocean Energy (Tidal and Wave) |
| Utilities |
| Commercial and Industrial |
| Residential |
| By Technology | Solar Energy (PV and CSP) |
| Wind Energy (Onshore and Offshore) | |
| Hydropower (Small, Large, PSH) | |
| Bioenergy | |
| Geothermal | |
| Ocean Energy (Tidal and Wave) | |
| By End-User | Utilities |
| Commercial and Industrial | |
| Residential |
Key Questions Answered in the Report
What capacity will Dutch offshore wind add by 2030?
Offshore wind is expected to reach 12 GW by 2030, up from 3.2 GW in 2024.
Why is curtailment rising in Noord-Brabant and Gelderland?
Local 150 kV grids hit thermal limits during solar-generation peaks, curtailing 2.3 TWh in 2024 and triggering storage tenders.
When does net-metering end for Dutch rooftop solar?
The incentive phases out in 2027, lengthening residential solar payback to 10-12 years without batteries.
How large is the planned North Sea energy island?
The pilot will aggregate 1 GW of offshore capacity and host 500 MW of electrolyzers, with first power targeted for 2029.
Which segment is growing fastest among end-users?
Commercial and industrial buyers are expanding at about 14-16% CAGR as corporate PPAs accelerate.
What is the outlook for ocean energy in the Netherlands?
Tidal and wave projects are poised for a 38.0% CAGR through 2030, supported by EU Innovation Fund grants.
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