UK renewables build-out hinges on grid and market fixes, report says
GlobalData expects UK installed power capacity to nearly double between 2025 and 2035, with renewables reaching 73% of generation. It says offshore wind, solar and onshore wind will drive the shift, but connection delays and limited transmission capacity could slow delivery. The report calls for anticipatory network investment and market changes that reflect power value by location and time.
GlobalData’s forecast sees UK installed capacity almost doubling from 2025 to 2035, with renewable sources supplying 73% of generation. Offshore wind, solar PV and onshore wind are identified as the main growth drivers, supported by North Sea projects, ScotWind leasing and annual Contracts for Difference auctions.
The report notes that many renewable projects face network connection queues, and new offshore capacity will need stronger transmission links. It points to work by the National Energy System Operator, transmission owners and Ofgem on faster strategic investment and connections, while UK interconnectors with France, the Netherlands, Belgium, Norway, Denmark and Ireland can help balance supply.
If delivered, faster grid and market fixes could affect households and businesses through more stable low-carbon electricity supply and potentially different locational or time-based power pricing. Developers and supply-chain firms may benefit from clearer investment signals, while communities near new transmission and generation projects could face construction and land-use pressures. Delays may keep costs or constraints higher for consumers and slow industrial decarbonisation.