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 .

7 April 2026 at 09:27 am

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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 as the industry adapts to new market dynamics. Europe is emerging as a leader in VPP growth, while the US capacity markets, such as the PJM and NYISO, are experiencing heightened activity driven by data-center demand. VPP providers, which aggregate rooftop solar, batteries, and EV chargers to support grid operations, are repositioning their geographic focus to capitalize on these emerging opportunities.

Europe's VPP sector is experiencing a surge in activity, with a cluster of companies, referred to as "Mosaic," gaining traction. This growth is fueled by stable decarbonization policies and retailer-led programs that streamline the process from enrollment to revenue generation. The region's commitment to clean energy and supportive regulatory frameworks is attracting VPP providers, who see Europe as a prime location for expanding their operations.

In contrast, the US capacity markets are witnessing a different kind of growth. The PJM and NYISO, two of the largest electricity markets in the country, are seeing increased activity in their VPP programs, particularly in response to the growing demand from data centers. As these markets mature, VPP providers are adjusting their strategies to focus on staffing roles related to market operations, interconnection, and sales for capacity programs. This shift in hiring trends indicates that US-based VPP providers are prioritizing their presence in the eastern markets to capitalize on the opportunities presented by data-center demand.

The reallocation of focus among VPP providers is a reflection of the evolving energy landscape. Europe's leadership in decarbonization and retailer-led programs is creating a favorable environment for VPP growth, while the US capacity markets are adapting to the changing energy needs of data centers. As both regions continue to develop their VPP capabilities, it remains to be seen how these shifts will impact the global energy market and the competitive landscape for VPP providers.

For those interested in delving deeper into the VPP industry and staying updated on the latest trends and developments, CB Insights Research offers a range of scouting reports and resources. These reports provide in-depth analysis of key players and emerging opportunities in the sector, helping investors and stakeholders make informed decisions. By subscribing to these reports or starting a free trial, individuals can gain valuable insights into the future of VPPs and their role in the global energy market.

In conclusion, the VPP industry is undergoing a transformation in 2025, with Europe and US capacity markets leading the charge in different ways. The shifting momentum in the sector is driven by regional policies, technological advancements, and changing energy demands. As VPP providers adapt their strategies to capitalize on these opportunities, the industry is poised for significant growth and innovation in the years to come.

Source: CB Insights Research

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