Will Romania face power cuts if it doesn’t install energy storage?

The EU's first mandatory energy storage law

Law 255/2024 is a true "atomic bomb" for energy storage! Honestly, no country in Europe has dared to take such a direct, hard line approach—limiting grid-connected power if you don't install energy storage. However, it's important to note that this law is currently under review at the president's request, and the specific implementation details may still be adjusted.

While major energy storage countries like Germany and Italy rely on subsidies to "entice" users to install energy storage, Romania is directly "forcing" it through law—a rather drastic move. The 195,000 existing PV users must complete energy storage upgrades by the end of 2027, or their grid-connected power will be cut from tens of kW to 3 kW. Who can bear this?

Romania's household energy storage market is indeed at a critical juncture of explosive growth. The 2.2 billion RON Casa Verde funding, the clear 5 GW installation target, and the large base of 195,000 PV users are all substantial positive factors.

But the key issue is implementation. Law 255/2024 is still under review, and the final version may differ from the current one. It's also unclear whether the supply chain can withstand concentrated demand of 2-3 GWh. Technical standards are still being refined.

For investors, the opportunity is clear, but risk management is crucial. While the policy direction is sound and funding is plentiful, don't bet on a single policy. Focus on carefully planning your supply chain and tracking technical standards.

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