Tennet: action needed to safeguard security of supply

Last week, Dutch grid operator TenneT issued a warning about the security of supply beyond 2030. Coal-fired power plants will no longer be allowed to operate after 2030, and there is uncertainty about whether gas-fired plants will remain in service. With power demand expected to grow in the coming years, the TSO warns that there may not be sufficient flexible capacity available to balance the grid. TenneT is urging the government to consider implementing a capacity mechanism.

In Germany, the gas storage operators’ association INES stated that lowering the national gas storage target from 90% to 70% by November 1st may not be sufficient to guarantee supply security for the upcoming winter. Meanwhile, the European Parliament is calling for all EU member states to fill their gas storages to at least 75% before winter begins. INES warned that if Europe experiences a harsh winter—unlike the last two mild ones—gas supplies could fall short. Last year, Germany’s storage levels were nearly full at the start of November, but dropped to 29% by the end of March.

The forward gas price for 2025 rose by about 0.5 euros to 34.1 €/MWh. CO2 for 2026 rose by nearly 1 euro to 72.9 €/EUA. Dutch power for 2026 increased by 1.5 euros, closing at 83.9 €/MWh.