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If you’re watching the energy transition with both analytical rigor and a sense for seismic structural change, Ember’s European Electricity Review 2025 should be on your radar.
Why?
Because the numbers in this latest edition point to a clear pivot point in Europe’s power sector that has massive implications for where capital flows next.
This ninth annual review shows that renewables are no longer fringe; they’re foundational. Wind and solar keep surging, fossil fuels keep shrinking, and the resulting shift is rewriting electricity economics across the continent.
Here are the big takeaways that matter for investors …
Renewables gaining market share rapidly (2019–2024)
Wind and solar have climbed from 17% of EU power generation in 2019 to ~29% in 2024, driven by record capacity additions and cost declines. Meanwhile, the fossil fuel share has declined from ~39% to ~29% over the same period, reflecting a secular shift away from fossil fuels toward clean power sources.
Solar is the fastest-growing source
Solar alone now supplies about 11% of EU electricity, overtaking coal for the first time. This milestone wasn’t just symbolic. It reflects high deployment rates and steep cost declines in PV technology across European markets.
Wind Remains a Core Growth Engine
Wind power’s share has risen to ~17% in 2024, keeping it ahead of gas generation and second only to nuclear in the EU mix. Growth continues despite short-term weather variability.
Renewables vs. Fossil Fuels: 2025 Breakthrough
In 2025, for the first time ever, wind and solar together generated about 30% of EU electricity, edging past fossil fuels at ~29%. This evidence of a tipping point underscores a broader trend toward clean generation dominance.
Profit From Progress
As renewables Looking at these latest data, we can identify a number of bullish investment themes worth discussing.
1. Electrification and Demand Growth
As renewables capture a larger share of the power mix, electricity is becoming the backbone of decarbonization across transport, heating, and industry. Broader electrification trends imply rising overall power demand, and that means more capacity buildout and grid expansion.
Investment Focus:
- Transmission & distribution upgrades
- Smart grid and demand response technologies
- Electric vehicle charging infrastructure
Stocks to consider:
- Schneider Electric – (OTCBB: SBGSY)
- ABB – (OTCBB: ABBNY)
- Siemens Energy – (OTCBB: SMNEY)
- Eaton – (NYSE: ETN)
- Prysmian – (OTCBB: PRYMY)
2. Grid Flexibility and Storage
With intermittent renewables now commanding the generation mix, grid flexibility and storage solutions are mission-critical. The EU’s need for balancing capacity, especially during periods of low wind or cloudy days, will spur investment in battery storage and hybrid systems.
Investment Focus:
- Utility-scale batteries
- Advanced inverters and virtual power plants
- Hydrogen-ready grid technologies
Stocks to consider:
- Fluence – (NASDAQ: FLNC)
- Tesla – (NASDAQ: TSLA)
- ABB – (OTCBB: ABBNY)
- Siemens – (OTCBB: SMNEY)
- Schneider Electric – (OTCBB: SBGSY)
3. Distributed Energy and Rooftop Solar
As solar’s share climbs, Europe is seeing strong distributed solar growth, from utility-scale parks to rooftop systems across urban and rural markets. Feed-in tariffs, net metering reforms, and local incentives continue to stimulate this segment.
Investment Focus:
- Residential and commercial solar
- Solar + storage integrations
- Community energy projects
Stocks to consider:
- Enphase Energy – (NASDAQ: ENPH)
- SolarEdge Technologies – (NASDAQ: SEDG)
- SMA Solar Technology – (DE: S92)
- EDP Renováveis – (LS: EDP)
- ENGIE - (OTCBB: ENGQF)
4. Ancillary Markets and Services
With renewables driving more of the system, ancillary services (frequency regulation, ramping, reactive power support) become lucrative. Technologies that enable faster grid response, AI-driven load forecasting, and energy management systems benefit immensely.
Investment focus:
- Grid-scale batteries optimized for fast response
- Power electronics and advanced inverters
- Software that monetizes milliseconds of response time
Stocks to consider:
- Fluence – (NASDAQ: FLNC)
- Tesla – (NASDAQ: TSLA)
- ABB – (OTCBB: ABBNY)
- Siemens – (OTCBB: SMNEY)
- Schneider Electric – (OTCBB: SBGSY)
Indeed, the data are clear: Europe is not just adding renewables, it’s redefining the entire electricity ecosystem around them.
With wind and solar now producing more power than fossil fuels and renewables nearly half of generation, the structural shift toward renewable energy is well underway.
Invest accordingly.
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