Brief
Sweden’s grid bottleneck could curb value of new clean power, GlobalData warns
Limited transmission between generation‑rich north and demand‑heavy south could curtail new renewable projects, the analyst says.
By Felo News Desk · Published
Sweden’s power sector is poised for renewable‑led growth, but GlobalData warns that constrained north‑south transmission could limit the value of new clean‑energy capacity and widen regional price gaps.
What happened
GlobalData’s report "Sweden Power Market Trends and Analysis… to 2035" projects a 2.9% annual increase in installed capacity between 2025 and 2035, driven by wind, solar PV, and continued hydro and nuclear output. The analysis notes that most new generation will arise in the north, while the bulk of population and industrial demand remains in the south.
What the reports add
The report highlights that without faster transmission upgrades, surplus northern clean power could be curtailed or forced to export, leaving southern consumers exposed to higher prices despite a national surplus. It also points to offshore wind as a long‑term opportunity, contingent on maritime spatial planning and defence approvals.
What was said
Attaurrahman Ojindaram Saibasan, a Power Analyst at GlobalData, said, "Sweden starts from a strong position, with hydro and nuclear power providing a largely fossil‑free electricity base and wind power supplying much of the incremental growth." He added, "Grid investment is a critical enabler of Sweden’s power transition. Without faster delivery of transmission upgrades, northern clean power surpluses may be curtailed or exported while southern industrial users face tighter supply and elevated price volatility."
How it came about
The analysis builds on earlier coverage of global transmission challenges, linking to Felo’s recent piece on the U.S. bipartisan energy permitting bill that seeks to speed AI‑driven power projects (energy-permitting-bill-ai-power). Both stories underscore the growing importance of grid upgrades in unlocking clean‑energy potential.
Key facts
- Sweden’s installed power capacity is expected to grow at a 2.9% CAGR from 2025 to 2035. (globaldata.com)
- Renewable generation, especially wind and solar PV, will drive most of the growth. (globaldata.com)
- Limited north‑south transmission could curtail northern clean power and raise southern electricity prices. (globaldata.com)
- Grid investment is identified as a critical enabler for Sweden’s power transition. (globaldata.com)
Sources
- [1] globaldata.com — originally reported as “Sweden’s north-south grid divide risks limiting value of new clean power capacity, says GlobalData”
