WindEurope criticises call to break up German power market as creating uncertainty

Zonal pricing switch would cause uncertainty around revenues for wind and solar plants at time when this is crucial to encouraging buildout, says WindEurope chief

WindEurope CEO Giles Dickson.
WindEurope CEO Giles Dickson.Photo: WindEurope

WindEurope has criticised a call from Europe’s association of transmission system operators to split up Germany’s power market, saying it would “increase uncertainty” for developers at a time when building more renewables is the top priority.

The European Network of Transmission System Operators for Electricity (ENTSO-e) today released its report on a study of different bidding zone arrangements in Central Europe and the Nordics.

The association said that its simulation results showed there is “higher economic efficiency” for the currently unified German–Luxembourgish region if it is split into bidding zones, with benefits ranging from €251m to €339m ($285m-€385m).

The highest end of that range came from splitting the region into five zones.

ENTSO-e cautioned that the proposal “does not take important additional aspects into account and therefore should not be seen in isolation, but rather in combination with certain considerations,” which should be thoroughly assessed before a decision is taken.

Germany’s grid currently lacks capacity to send power from its wind-rich north to southern demand centres, prompting some calls for an at least two-way split of the market. That would likely see prices fall in the north but could pose a threat to heavy industry in the country’s south.

The switch would also have implications for countries linked to Germany’s power grid. Sweden and Norway were left furious in December when power prices in Germany rocketed amid a period of Dunkelflaute – low wind and sun – driving up prices in the Nordic countries to similar levels. Norway’s energy minister Terje Aasland did not mince words in describing it as a “shit situation.”
Sweden, which employs zonal pricing, had earlier last year turned down an interconnector project with Germany due to its “inefficient” power market, fearing that it would lead to an import of higher prices.
In a statement issued to Recharge, WindEurope CEO Giles Dickson said: "There may be arguments for splitting up existing bidding zones in electricity markets. But it would increase uncertainty about the future revenues of power plants. And that would undermine investments in new renewables.”

“Building more renewables is top priority right now. It needs huge investments. Which needs maximum possible certainty. Don’t make things even harder by adding new uncertainty.”

A German government spokesperson told Bloomberg that the report “systematically overestimates the positive effects of bidding zone splitting” and that the findings are not legally binding.

“We remain committed to the single German-Luxembourg electricity bidding zone,” they said.

Casimir Lorenz, head of advisory for Central Europe at Aurora Energy Research, wrote on LinkedIn that to “block a price zone split (PZS), Germany must persuade all neighbouring countries within six months to unanimously reject the ENTSO-E recommendation.”

“If not, the decision escalates to the EU Commission, which then has another six months to decide.”

“But even if a PZS is avoided, investment risk is rising. Alternative measures could still impact revenues of both new and existing assets. But now, with uncertainty around what alternative solutions will be implemented, investors should prepare for additional risks.”

Two risks that he said could “significantly impact portfolios” are uncompensated curtailment of new renewable assets at grid bottlenecks; and “local (and potentially dynamic) cost/pricing elements to influence the bidding behaviour of flexible generation assets.”

Carsten Junge, a Germany-based grid connection manager at Swedish power giant Vattenfall, wrote: "You cannot move a generator or connect it elsewhere, so changing zone borders with the risk that an established or already planned but not yet built project finds itself on the 'wrong' side of said border, create uncertainty that no one needs."

The German Chemical Industry Association wrote that such a change would cause "significant uncertainty for both consumers and producers. This is the exact opposite of what we need in the current difficult situation and with regard to the urgently needed transformation."

The debate around zonal pricing mirrors that currently playing out in the UK, where the Labour government is mulling splitting up the country’s power market.
The aim would be to encourage renewables developers to build generation in the power-hungry south and industry to relocate to the wind-rich North – but renewables generators and industry groups have called on the government to ditch the proposal, citing business uncertainty it would cause.
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Published 28 April 2025, 13:44Updated 28 April 2025, 13:44
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