Solarplaza Summit | Energy Storage The Netherlands

Thursday 15 April 2027


08:30

Registration & welcome coffee

09:10

Opening remarks

presentation

10 min.


Session 1

2027 in a session: the grid, the freeze, and what 2026 actually delivered

09:20

The Dutch storage fleet: what's built, what's stuck, what's earning in 2027

presentation

20 min.

A data-first market map of the current Dutch storage fleet: what is actually built and operating in the Netherlands, how much of the 2026 pipeline is converted, and what the fleet is earning.

  • Operational fleet vs. 2026: MW, MWh, duration split, standalone vs co-located, and who owns it
  • Pipeline reality check
  • Geographic concentration
  • Where the Netherlands sits against Germany, Belgium, and the UK
  • The deals that defined 2026

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09:40

TenneT: what the grid can and cannot offer in 2027

presentation

20 min.

Practical, forward guidance on what the transmission grid can and cannot offer over the coming years.

  • TWhere the 9.1 GW of off-peak capacity landed
  • Time-based transport rights (TDTR) in operation
  • The capacity steering contract after a full year volumes
  • What large-scale standalone can realistically expect from the queue to 2030

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10:00

Market vs congestion: what existing contracts can solve regarding the 5.4 GW queue

panel

35 min.

Flexible contracts, time-duration-bound transport rights, and capacity-steering agreements have moved from concept to use cases. This practitioners' panel examines how much congestion these market-based structures can realistically unlock, where they stop working, and how we can productively tackle what's left.

  • Which flexible structures are now proven in the Dutch market, and what they have delivered in practice 
  • What does an effective and market-proof structure look like in 2027?
  • What are the risks and opportunities of these congestion relieving structures for BESS offtake & optimization agreements?

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moderator

Daniela Fahrenkrog

Fahrenkrog Energy Advisory


10:35

Morning networking break

Session 2A

Building BESS in NL‎

11:20

The DSO view: what the regional grids can offer that TenneT can't

presentation

20 min.

This session sets out what DSOs can deliver in 2027: where capacity remains, which flexible connection agreements are available at the distribution level, and what a developer should establish about a site before committing capital.

  • The regional picture per DSO
  • Distribution level capacity, contracts, and options at the DSO level
  • What has changed for smaller projects since the small-consumer connection exemption ended?

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11:40

When the contracts disagree: co-location, curtailment and the Dutch BESS contract stack

presentation

20 min.

This practical session examines where the Dutch BESS contract stack contradicts itself, how co-located and standalone projects differ when a flexible connection is involved, and what has been learned from the structures signed so far.

  • What a TDTR or capacity steering contract actually obliges you to accept, and how that flows into offtake and tolling terms
  • Co-location versus standalone under a flexible connection
  • Where availability-based warranties and performance guarantees break down
  • Lessons from the agreements signed to date, and the clauses developers are now negotiating differently

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12:00

From land to FID: what separates the projects that move from the ones that stall

panel

35 min.

Four developers face the same obstacles and reach different outcomes, so the answers are directly comparable. Joined by a hardware supplier, because lead times are now outrunning permits, developers are reserving production capacity before financial close, and manufacturers are holding slots for projects that may never reach it.

  • Realistic 2027 timeline from site control to FID, stage by stage
  • Procurement against uncertainty: what it takes to secure a delivery slot for cells, PCS, and transformers before financial close
  • How local opposition to battery storage actually presents in Dutch municipalities, and what works

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Session 2B

Valuing BESS in NL

11:20

The 2026 revenue year, in numbers

presentation

20 min.

A data-led review of what Dutch batteries actually earned over the past year: the spread between top-quartile and median performance, how the revenue mix shifted across markets, and how much of it was structural rather than a closing window.

  • €/MW/yr achieved across the Dutch fleet: top quartile, median, bottom quartile, and the size of the gap
  • Revenue split by market: imbalance, day-ahead, intraday, aFRR/mFRR, congestion products
  • What separated the top quartile from the median: strategy, hardware, contract, or location?

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11:40

Stress testing the BESS case scenario: two forecasters, one question

presentation

20 min.

Two modelers with different views on Dutch spreads to 2030 present their central cases and the underlying assumptions, then cross-examine each other using the same set of questions.

  • Assumptions on renewable build-out, interconnection, gas, and saturation: stated side by side
  • Where the models diverge most, and the single assumption driving it
  • What each would need to see in 2027 to admit they were wrong

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12:00

Inside the trading week: an operator's diary

panel

35 min.

Explore how today’s operating battery projects are performing in real-world conditions and what new storage technologies are emerging on the horizon. This session brings together energy storage clients and technology providers, bridging tech and development.

  • Dispatch decisions taken and money left on the table
  • State-of-charge management under a live TDTR curtailment call
  • Where the algorithm was right but the human overrode it, and vice versa

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Session 2C(&I)

The solution stack

11:20

The new DSO contract landscape

presentation

20 min.

This session sets out what each contract actually is, who qualifies, what you give up in exchange, and which of them a C&I site can realistically obtain in 2027.

  • The menu in plain terms: non-firm ATO, CBC, group transport agreement, time-blocked rights
  • Who qualifies: connection size, location, controllability, and the conditions that disqualify most sites
  • What has actually been signed at the distribution level, and how long it took from application to contract

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11:40

BESS as the integration layer

presentation

20 min.

A flexible contract is a promise to reduce your offtake on demand; a battery is what lets you keep that promise without shutting down the tenant's operation. The technical half of the story: how the BESS is sized against the contract, how quickly it has to respond, what the EMS needs to see, and what the owner gives up in return.

  • Sizing the battery against the contract, not the site: power vs energy, and what determines duration
  • Reaction time, telemetry, and control: what the DSO requires and who is liable when the signal is missed
  • What the owner gives up: state of charge reserved for grid obligations and the revenue that can no longer be traded
  • Where the battery stops being the answer: load profiles for which flexibility is cheaper than storage

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12:00

C&I structures: what's being built and what actually works

panel

35 min.

One real C&I BESS project from start to finish: why it was built, how the CapEx was structured, what was agreed with the tenant, and what the numbers look like now that it is operating. Including the parts that went wrong.

  • The site and the trigger: what the tenant needed that the grid could not deliver
  • CapEx structure and who carried it, with the payback actually achieved
  • The tenant arrangement: lease term versus asset life, and what happens when the tenant leaves

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12:35

Networking lunch break

Session 3A

Scaling BESS in NL‎

14:00

Beyond 2-hour lithium: when duration and chemistry matter

presentation

20 min.

Where longer duration and alternative chemistries change the business case in the Dutch system, and where they remain a solution looking for a problem. An honest read on cost, maturity, and bankability in 2027.

  • Where the Dutch system needs 6h+ batteries
  • Sodium-ion, flow, thermal: cost, maturity, honest bankability position in 2027
  • What longer duration does to grid-fee exposure and TDTR economics
  • What the Netherlands needs by 2030 that lithium cannot supply

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14:20

The trends shaping and driving the need for large-scale battery energy storage systems in our energy system

presentation

20 min.

This presentation explores the key trends shaping the energy transition and explains why large-scale battery energy storage systems are becoming an essential part of tomorrow's energy system.

  • What buying "EU-made" actually gets you
  • Practical procurement strategies developers are actually using

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14:40

Building it on time: the delivery chain under pressure

panel

35 min.

What goes wrong between financial close and commercial operation on Dutch projects: lead times and what breaks first, commissioning, and the warranty and performance disputes emerging as the fleet ages: discussed by each party in the delivery chain.

  • What actually goes wrong between FID and COD on Dutch projects, with timelines
  • Lead times in 2027: cells, PCS, transformers, and what breaks first
  • Where warranty and performance-guarantee disputes are emerging
  • Commissioning: the gap between contractual and actual availability in year one

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Session 3B

The art of dealing in BESS

14:00

What Dutch batteries are actually worth: valuation benchmarks in a merchant market

presentation

20 min.

Every Dutch BESS has a model behind it, and buyers rarely accept it as written. What development-stage, ready-to-build, and operating assets are actually trading at in 2027, and what discount do buyers apply to merchant revenue assumptions?

  • Transaction benchmarks in €/MW and €/MWh across development-stage, RTB, and operating Dutch assets
  • How buyers rediscount merchant revenue, and the discount rate range being applied in 2027
  • What a flexible grid contract does to valuation: premium, discount, or neither
  • Where seller and buyer models most often diverge, and what actually closes the gap

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14:20

Where the business case breaks: modeling assumptions that didn't survive operation

presentation

20 min.

Most Dutch BESS business cases were built on assumptions that have now been tested in the first few years of operation.

  • Degradation and augmentation: modeled versus observed, and the effect on lifetime returns
  • The cycling-versus-revenue trade-off and how warranty terms constrain what the optimizer can do
  • Modeling grid fees and curtailment properly under a TDTR or capacity steering contract

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14:40

Who says no, and why: walking a deal down the chain

panel

35 min.

One project walked down the full financing chain, with every party asked the same question: what kills a deal at your stage? Covering developer screening, technical due diligence, credit committee, insurance, offtake, and where M&A and consolidation are heading.

  • Optimiser risk as a credit question
  • Grid contracts as a financing problem
  • How much merchant credit a credit committee will take in 2027
  • What each party would have needed to see earlier to say yes sooner

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Session 3C(&I)

The business case: CapEx, contracts, and who pays for what

14:00

Developer case study

presentation

20 min.

One real C&I BESS project from start to finish: why it was built, how the CapEx was structured, what was agreed with the tenant, and what the numbers look like now that it is operating. Including the parts that went wrong.

  • The site and the trigger: what the tenant needed that the grid could not deliver
  • CapEx structure and who carried it, with the payback actually achieved
  • The tenant arrangement: lease term versus asset life, and what happens when the tenant leaves

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14:20

Financing sub-10MW projects: where the money actually comes from

presentation

20 min.

Sub-10 MW projects are too small for infrastructure funds and too unusual for standard commercial lending, which leaves a financing gap exactly where most C&I projects sit. Who is lending into that gap in 2027, on what terms, and what a project has to look like to be fundable.

  • The ticket-size problem: below which number do the usual lenders stop returning calls
  • Who is active sub-10 MW: banks, lease and vendor structures, energy-as-a-service, regional and public capital
  • Terms in practice: tenor, gearing, cover ratios and what security is asked for over a battery
  • Portfolio aggregation: whether bundling sites to a fundable ticket actually works, and what it costs
  • Which subsidy and tax instruments still apply to C&I storage, and which no longer do

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14:40

Structuring the deal

panel

35 min.

The commercial and contractual mechanics of a C&I battery are argued out by the developer, the financier, the lawyer, and the insurer. CapEx absorbed into the lease, passed through to the tenant, or run as a separate business case - what to do about insurance, fire safety, and the municipality.

  • What the financier needs to see that the developer routinely does not provide
  • Contract mismatch: a 10-year battery, a 5-year lease, and a 15-year grid contract
  • Insurance for a battery next to occupied logistics stock: what is insurable in 2027 and at what premium?
  • PGS 37-1, the safety region, and the municipality: realistic permitting timelines and what triggers a refusal

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15:15

Afternoon networking break

Session 4

Where the capital will flow by 2030

16:00

Where demand will come from: data centers, industrial electrification, and the Netherlands' post-2030 load story

presentation

20 min.

The demand-side question that reshapes the BESS business case: how data centers, green steel, e-mobility charging, and industrial electrification are set to change Dutch electricity demand, and what that means for storage siting, sizing, and revenue.

  • The demand tsunami: data center buildout, green industry electrification, and what TenneT's own load forecasts now show
  • What this does to wholesale spreads and where BESS revenue lands

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Robert Kroon

Arcadis


16:20

Follow the money: where energy capital goes next

presentation

20 min.

Capital is the fastest-moving signal in the energy transition, and right now it is being redrawn by trade barriers, industrial policy, and a scramble for control of the battery supply chain. Gerard Reid closes the day by putting the Dutch storage market inside that bigger picture: where the money is heading globally, what is pulling it, and what it means for the projects being built here.

  • Where global energy capital will be flowing in 2027, and what it has moved away from
  • How industrial policy and trade barriers are redrawing the battery supply chain
  • What Europe is getting right and wrong in the competition for storage investment

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16:40

Capital is mobile: the Netherlands vs Germany vs Belgium

panel

35 min.

The same hundred million euros, three markets. A like-for-like comparison of grid access, tariffs, and revenue stacks across the Netherlands, Germany, and Belgium, and what the Dutch market would need to change to win back capital. 

  • Same €100m, three markets: where does it go in 2027, and why?
  • What Germany's regime offers that the Dutch one does not, and vice versa
  • Grid fees, connection regimes, and revenue stacks compared like for like

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moderator

Rens Savenije

Ventolines


17:15

Closing remarks

presentation

15 min.


17:30

Networking drinks

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Victor Georgescu
Event Manager

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Frannie Flinterman
Flagship & Event Quality Lead

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Ward Schuuring
Business Development Team Lead

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