The biggest restructure of the electricity system in 100 years.
Five structural forces are reshaping how energy moves between generation and the home. The businesses that move with them will earn the next decade of the market.
This isn’t a cycle. It’s a system rewire.
Climate policy, geopolitics, renewable economics and household behaviour are reshaping the electricity system at the same time. Each force on its own would be significant. Together they’re irreversible — and they’re creating the opportunity for every business connected to the home.
A permanent strategic priority.
Geopolitical events have made domestic generation, demand-side flexibility and grid resilience structural priorities — not transient shocks. Governments are funding the transition. Capital is following. The shift is being locked in at policy level.
Renewables only scale with flexibility — and only homes can deliver it at scale.
The UK already generates more than half its electricity from renewables, but supply is intermittent and demand isn’t aligned. Closing that gap requires millions of homes to shift, store and trade energy. There’s no other physical or commercial path at the required scale.
The home is becoming an active energy node.
Almost two million EVs on UK roads. Hundreds of thousands of solar homes. Home batteries growing roughly tenfold this decade. Heat pumps following. Whether or not it’s planned for, every home is acquiring a stack of connected energy assets — and a relationship with whoever manages them.
The rules are locking the trajectory in.
Clean Power 2030. Net Zero 2050. CSRD per-driver reporting reaching fleets. Building regulations mandating EV charging and energy storage in new homes. ESG procurement filters in commercial contracts. The rules are pulling every business in the energy-adjacent value chain toward the same destination — and getting more specific, not less.
The layer connecting hardware to homes hasn’t caught up.
The installer ecosystem remains highly fragmented, with notable business failures at the larger-scale end of the market. Lengthening lead times to the home are the visible symptom of underlying instability — not the cause. Any business that depends on dependable end-to-end home delivery is exposed to a layer that hasn’t yet stabilised around a workable model.
Flexibility is now a commercial reality.
The market is large and established. The fastest-growing segment — domestic distributed energy resources — remains under-monetised because participation is not yet solved.
A multi-billion-dollar flexibility market.
Global decarbonisation is opening a structural new revenue category for the businesses that orchestrate distributed energy assets. Industrial, commercial and domestic.
A material European value pool.
Europe is moving fastest on the regulatory and market design needed to monetise distributed flexibility — a meaningful value pool emerging across all asset classes.
A leading early-adopter market.
The UK is the leading early adopter for domestic flexibility — the right place to build a network now, and the proving ground for international scale.
Connected assets earn. Real markets. Real revenue.
Every connected asset participates in a stack of distinct flexibility markets — each one paying for a different kind of grid service. Revenues compound as the network scales. We size the numbers to your business in a demo.
- Wholesale market — peak power price arbitrage as your assets shift demand to cheaper periods.
- Capacity market — long-term availability payments via T-4 auctions.
- DSO flexibility markets — local DNO programmes paying for distribution-level flex.
- Demand Flexibility Service — National Grid programmes paying for demand-side response.
- Balancing mechanism — settlement-period balancing payments.
- Five distinct revenue streams, stacking together. Numbers depend on hardware, location and tariff — we’ll size them to your business.
Five flex markets.
One platform.
Stacked revenue per asset.
Participation is the prize.
Connecting a device gets it on the network. Getting it to actually respond when the grid and flexibility markets call — what we mean by participation — is the harder, and more valuable, part. The UK could deliver 12 GW of flexibility from 1.7 million EVs, but only if those EVs participate. Today fewer than one in five does.
Slow path. Big fleet. Same target.
If most connected assets don’t actually participate when called, you need a much larger fleet to deliver the grid capacity — hardware the system may not realistically attract.
Fewer assets. Same capacity. Bigger margin.
A higher participation rate unlocks the same grid capacity with a smaller fleet. That’s the commercial prize — and what Powerverse exists to capture.
“Increasing the amount of consumer-led flexibility to between 10 and 12 GW will be critical to meeting the Clean Power 2030 goal.”
CEO, Elexon
When the electricity system restructures, so does the value chain.
The businesses that build a stake in the new architecture — multi-brand fulfilment, in-life customer relationships, flexibility revenue — will earn the next decade of the market. The ones that don’t will operate on someone else’s rails.