The road ahead: Residential energy value pools
Energy transition Business growth advice Downstream Residential research
Discover where revenue and profit pools are emerging and how to position your business for success
The downstream residential energy market is transforming. As electrification accelerates, customer demand evolves, and flexibility matures, the question is no longer if change is coming but where the value will be.
What’s inside?
- The size and growth of downstream value pools through to 2030.
- Profitability hotspots in residential energy and where margins are tightening.
- How integrated and 'as-a-service' models are reshaping success strategies.
- The role of flexibility in unlocking new opportunities.
Why it matters
Total downstream value is growing, but profits are shifting. Energy companies, investors, and innovators that understand this shift will be best placed to:
- Secure long-term customer relationships.
- Identify new revenue streams.
- Build resilience in a volatile market.
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Residential value pools in 2025: Market value vs profitability
Not all downstream value pools are created equal
In 2025, energy retail dominates market value but profitability tells a very different story.
This chart shows how value and profit pools diverge across hardware, services, finance, energy retail and flexibility.
Market outlook in 2025
United Kingdom
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~770kElectrification assets sold
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€1–2bnMarket value
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~4m unitsInstalled base
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€60–70bnEnergy retail value
Germany
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~2mElectrification assets sold
-
€8–10bnMarket value
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~10m unitsInstalled base
-
€150–200bnEnergy retail value
France
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~670kElectrification assets sold
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€2–3bnMarket value
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~5m unitsInstalled base
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€60–70bnEnergy retail value
