• Virtual power plant (VPP)growth is shifting in 2025. • Europe is pulling ahead, while US capacity markets (likePJMandNYISO) are heating up ondata‑center demand. • Get a preview of the book of scouting reports Deep dives on 5 AI companies developing agents for enterprises. • VPP providers - systems that combine rooftopsolar,batteries, andEV chargersto support thegrid- are readjusting geographic focus. • Mosaic risers cluster in Europe, where stable decarbonization policies and retailer‑led programs shorten time from enrollment to revenue. • In the US, hiring and headcount trends favor eastern markets like PJM and NYISO as providers staff market operations,interconnection, and sales roles for capacity programs.
Article Summaries:
- Virtual‑power‑plant (VPP) activity is shifting in 2025, with Europe gaining traction while U.S. capacity markets such as PJM and NYISO see growing demand from data‑center operators. VPP providers are realigning their focus: Mosaic‑style projects are clustering in Europe, where stable decarbonization policies and retailer‑led programs shorten the path from enrollment to revenue. In the U.S., hiring and headcount trends favor eastern markets, with staff being added for market operations, interconnection, and sales roles tied to capacity programs. California’s policy environment has weakened VPP support, as lawmakers cut funding for the state’s flagship program in September and Governor Newsom failed to restore it in October, coinciding with declining Mosaic scores among California operators.
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