Panel: How Industrial Clusters Share Power, Heat and Grid Connections
As grid queues stretch for years, industrial sites are finding they can go further together than alone — sharing generation, heat and even a single grid connection. This panel brings industrial buyers, TSOs, DSOs and cluster operators together to ask how energy-sharing “enterprise zones” actually work, and where the grid capacity for Europe’s reindustrialisation is going to come from.
- The reindustrialisation paradox: Europe wants new factories, but that needs grid capacity that doesn’t exist — with €584bn of grid investment required by 2030, rising to €1.2 trillion by 2040. So where does the connecting capacity come from?
- Policy tailwind: the EU’s new “right to energy sharing” came into force July 2026. Does regulation finally make cluster economics work, or is grid access still the ceiling?
- What TSOs and DSOs actually need: capacity maps show where to build, but the network can’t connect everyone. What do operators need industrial users to do differently — flexible connections, complementary load profiles, smarter siting?
- The interconnector bottleneck: cross-border links are how regions balance supply and unlock capacity, yet some like the Netherlands face no new interconnector capacity for 10 years, with around €150bn of interconnector investment needed just for projects starting in the 2030s.