An Aurora Energy Research analysis commissioned by Google finds that solar and wind assets could capture 17% more of the European Guarantees of Origin (GO) market under a “100% local” scenario, covering around 18 billion € or 6% of total renewable energy investment needs between 2025 and 2030.
The Impact of Local Matching on the European Guarantees of Origin Market
Stricter local matching requirements could redirect financial flows from renewable-rich nations like Norway and Sweden to countries heavily reliant on GO imports, such as Ireland, the Netherlands, and Germany.
Market Dynamics and Opportunities
In the “100% local” scenario, solar and wind assets could capture a significantly larger share of the European GO market, growing from 59% to 69% between 2025 and 2030. This represents a potential 18 billion € in investment value, or about 6% of total renewable energy investment costs during this period.
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