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Grid capacity report: Out of power, but not out of options

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Explore the influence of netcongestion on the Dutch real estate market

This report by Savills explores the impact of grid congestion on the Dutch industrial and logistics real estate market. While all sectors are affected, industrial and logistics properties face the greatest constraints. These limitations are set to restrict future industrial property supply, with notable implications for the Netherlands’ economy and its manufacturing and industrial base. The key findings of the report are summarised below:

Key findings:

  1. Physical and contractual capacity constraints: the growing demand from electrification and self-sufficient electricity generation is outpacing available capacity. Often, the issue isn’t physical limits but the contractual over-allocation of capacity, which blocks new users despite unused potential.
  2. More than half of logistics properties experience grid capacity issues: 66.4% of logistics properties are situated in Postal Code 6 (PC6) areas with congestion in consumption. 50.3% face feed-in congestion, and nearly half experience both.
  3. Demand is highest in areas with uncontested access to electricity: by Q3 2025, vacancy is lower in areas with available electricity: 3.7% versus 6.9% in consumption-congested areas, and 4.4% versus 7.1% in regions with feed-in congestion.
  4. Electricity consumption depends on business activity: electricity consumption mainly depends on business activities rather than building-specific features. For logistics properties, only 0.5% of the variation in electricity use can be explained by building characteristics, such as age, and 2.2% for industrial properties.
  5. Logistics and industrial properties as a solution: energy Hubs are increasingly feasible due to changes in national energy legislation. Furthermore, on-site solar PV with battery storage can ease grid constraints, and although such systems require substantial investment, they are essential for operational stability and to maintain property attractiveness, safeguarding rental income.