Mosaic and hiring signals show VPP momentum shifting to capacity markets and Europe

Virtual power plant (VPP) growth is shifting in 2025. Europe is pulling ahead, while US capacity markets (like PJM and NYISO) are heating up on data‑center demand. VPP providers — systems that combine rooftop solar, batteries, and EV chargers to … The post Mosaic and hiring signals show VPP momentum shifting to capacity markets and Europe appeared first on CB Insights Research .

6 April 2026 at 09:05 pm

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Mosaic and hiring signals show VPP momentum shifting to capacity markets and Europe

In 2025, the landscape of virtual power plants (VPPs) is undergoing significant shifts, with momentum increasingly moving towards capacity markets and Europe. This transformation is driven by a combination of factors, including stable decarbonization policies in Europe and the growing demand for data-center capacity in the United States. VPP providers, which aggregate rooftop solar, batteries, and EV chargers to support grid operations, are adjusting their geographic focus to capitalize on these opportunities.

Europe has emerged as a leader in the VPP market, with Mosaic clusters rising in key regions. The continent's commitment to decarbonization and the presence of retailer-led programs have accelerated the transition from enrollment to revenue for VPP participants. These factors have created a favorable environment for VPP providers to expand their operations and tap into the growing demand for clean energy solutions.

In contrast, the United States is witnessing a surge in activity within its capacity markets, particularly in regions served by the PJM and NYISO. The increasing demand for data-center capacity has spurred interest in VPPs as a means to optimize energy usage and meet growing needs. As a result, VPP providers are focusing their hiring and headcount trends on the eastern markets, staffing roles related to market operations, interconnection, and sales for capacity programs.

This shift in focus is not without its challenges. However, the potential rewards for VPP providers are substantial, as they position themselves to take advantage of the evolving energy landscape. The combination of Europe's stable policies and the United States' data-center demand presents a unique opportunity for VPP providers to expand their reach and influence in the global energy market.

As the VPP industry continues to evolve, it will be interesting to see how these trends play out over time. With the momentum clearly shifting towards capacity markets and Europe, VPP providers must adapt their strategies to capitalize on these opportunities and maintain their competitive edge. The future of VPPs looks promising, as they play an increasingly important role in supporting grid operations and driving the transition to a more sustainable energy system.

In conclusion, the VPP market is undergoing significant changes in 2025, with Europe leading the charge and the United States focusing on capacity markets. As VPP providers adjust their strategies to these new realities, they are poised to benefit from the growing demand for clean energy solutions and the opportunities presented by the shifting market dynamics. The future of VPPs is bright, and the industry is set to play a crucial role in shaping the global energy landscape.

Source: CB Insights Research

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