이탈리아의 발전 : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the Italy power market size in terms of installed base is expected to grow from 155.68 gigawatt in 2026 to 199.10 gigawatt by 2031, at a CAGR of 5.04% during the forecast period (2026-2031).

This report is Segmented by Power Source (Thermal, Nuclear, and Renewables) and End-User (Utilities, Commercial and Industrial, and Residential). The Market Sizes and Forecasts are Provided in Terms of Installed Capacity (GW).

Italy Power Market Trends and Insights

Accelerated Permitting Reforms Under Legislative Decree 199/2021

Legislative Decree 199/2021 cut solar and onshore wind approval cycles from more than two years to roughly six months for projects under 10 MW, while Decree 190/2024 extended the fast track to repowering and hybrid storage configurations. Over 15 GW of applications were filed between 2024 and early 2025, concentrated in Apulia, Sicily, and Calabria, where resource quality is strongest. Municipal veto power on landscape grounds continues to slow projects in heritage zones, creating regional disparities even as Italy aligns with its EU-wide 131 GW renewable target. Successful execution now depends on synchronized transmission upgrades that absorb intermittent inflows without driving up curtailment. Market participants who navigate local planning risks first can secure scarce grid nodes and lock in early-mover returns.

Grid-scale Battery Capacity Market Auctions (MACSE)

Terna's 2024 MACSE auction awarded 2.3 GW of 10-year availability contracts, creating the first dedicated revenue stack for storage in the Italy power market. Winning projects, mainly 50 MW lithium-ion systems co-located with solar farms in Apulia and Sicily, address midday oversupply and evening peaks where price spreads topped EUR 100/MWh in summer 2025. The model sidelined pumped-hydro proposals that require multi-year construction and instead favored modular batteries deployable within 18 months. Terna's 2026 auction is expected to introduce a six-to-eight-hour category, opening opportunities for flow batteries and compressed-air storage. Early project sponsors gain dual upside from arbitrage and capacity payments while shielding solar assets from curtailment, strengthening project bankability in a tight financing environment.

Grid Congestion in Apulia & Sicily (>=36-Month Delays)

Apulia and Sicily host more than 40% of the renewable pipeline, yet 150 kV corridors designed for north-to-south flows now experience reverse overloads that triggered 8% curtailment in 2024, costing producers over EUR 200 million in lost revenue. Connection requests lodged in 2023 face >=36-month delays as substations queue for reinforcement, forcing developers to accept interruptible agreements that shift curtailment risk onto project economics. Terna's EUR 11 billion Hypergrid plan will reconductor southern lines and deploy dynamic-rating sensors by 2034, yet interim bottlenecks threaten to slow the forecast 8.9% renewable CAGR unless temporary capacity payments or grid-forming inverters mitigate risk.

Other drivers and restraints analyzed in the detailed report include:

1. Coal Phase-Out by 2025 Creating Capacity Gap
2. REPowerEU-funded HVDC Projects (Tyrrhenian Link)
3. Gas-Import Exposure to Geopolitical Shocks

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Renewables accounted for 56.1% of installed capacity in 2025, the largest slice of the Italy power market, and are projected to grow at an 8.9% CAGR through 2031. Solar capacity surged by 5.3 GW in 2023, pushing the Italy power market size for solar past 30 GW; utility-scale projects in Apulia and Sicily contributed more than 60% of that buildout. The coal retirement removes 5.7 GW by 2025, cementing solar and onshore wind as primary replacements, though grid bottlenecks could temper momentum. Offshore wind remains marginal until 2028, and hydro expansion is capped by the EU Water Framework Directives, limiting diversification options.

Hydro still contributes 19 GW of reservoir and run-of-river assets, geothermal adds about 800 MW in Tuscany, and biomass-plus-waste holds 4 GW, giving Italy one of Europe's most diversified renewable stacks. Combined-cycle gas turbines, presently 50 GW, will increasingly swing-dispatch to cover renewable droughts. Open-cycle gas peakers are being phased into synchronous condensers, and no nuclear program is under discussion. Altogether, the renewable surge underpins long-run decarbonization but heightens the urgency of storage and HVDC delivery so that the Italy power market can accommodate variable inflows without systemic risk.

Complete Report Scope:

• By Power Source
  • Thermal (Coal, Natural Gas, Oil and Diesel)
  • Nuclear
  • Renewables (Solar, Wind, Hydro, Geothermal, Biomass & Waste, Tidal)
• By End User
  • Utilities
  • Commercial and Industrial
  • Residential
• By T&D Voltage Level (Qualitative Analysis only)
  • High-Voltage Transmission (Above 230 kV)
  • Sub-Transmission (69 to 161 kV)
  • Medium-Voltage Distribution (13.2 to 34.5 kV)
  • Low-Voltage Distribution (Up to 1 kV)

List of Companies Covered in this Report:

1. Enel SpA
2. Terna SpA
3. Edison SpA
4. A2A SpA
5. ERG SpA
6. Acea SpA
7. Sorgenia SpA
8. Hera Group
9. Eni Plenitude
10. ENGIE SA (Italy)
11. Renantis (Falck Renewables)
12. Vestas Wind Systems A/S
13. Siemens Gamesa Renewable Energy SA
14. Prysmian Group
15. Sonnedix Power Holdings Ltd
16. SunPower Corporation
17. RWE Renewables Italia
18. Iberdrola Renovables Italia
19. InterGen SpA
20. PLT Energia SRL

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Accelerated Permitting Reforms under Legislative Decree 199/2021
  • 4.2.2 Grid-scale Battery Capacity Market Auctions (Terna)
  • 4.2.3 Coal Phase-out by 2025 Creating Capacity Gap
  • 4.2.4 REPowerEU-funded HVDC Projects (e.g., Tyrrhenian Link)
  • 4.2.5 Corporate PPAs Surge among Luxury & FMCG Majors
  • 4.2.6 Superbonus 110 % Stimulus for Rooftop PV
• 4.3 Market Restraints
  • 4.3.1 Grid Congestion in Apulia & Sicily (>=36-month Delays)
  • 4.3.2 Offshore Wind Tender Under-realisation (Adriatic)
  • 4.3.3 Gas-Import Exposure to Geopolitical Shocks (≈90 %)
  • 4.3.4 Landscape-related Permit Litigation for Wind Farms
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Outlook
• 4.6 Technological Outlook (Digitalisation, HVDC, Storage)
• 4.7 Porters Five Forces
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry
• 4.8 PESTLE Analysis

5 Market Size & Growth Forecasts

• 5.1 By Power Source
  • 5.1.1 Thermal (Coal, Natural Gas, Oil and Diesel)
  • 5.1.2 Nuclear
  • 5.1.3 Renewables (Solar, Wind, Hydro, Geothermal, Biomass & Waste, Tidal)
• 5.2 By End User
  • 5.2.1 Utilities
  • 5.2.2 Commercial and Industrial
  • 5.2.3 Residential
• 5.3 By T&D Voltage Level (Qualitative Analysis only)
  • 5.3.1 High-Voltage Transmission (Above 230 kV)
  • 5.3.2 Sub-Transmission (69 to 161 kV)
  • 5.3.3 Medium-Voltage Distribution (13.2 to 34.5 kV)
  • 5.3.4 Low-Voltage Distribution (Up to 1 kV)

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, Partnerships, PPAs)
• 6.3 Market Share Analysis (Market Rank/Share for key companies)
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products & Services, and Recent Developments)
  • 6.4.1 Enel SpA
  • 6.4.2 Terna SpA
  • 6.4.3 Edison SpA
  • 6.4.4 A2A SpA
  • 6.4.5 ERG SpA
  • 6.4.6 Acea SpA
  • 6.4.7 Sorgenia SpA
  • 6.4.8 Hera Group
  • 6.4.9 Eni Plenitude
  • 6.4.10 ENGIE SA (Italy)
  • 6.4.11 Renantis (Falck Renewables)
  • 6.4.12 Vestas Wind Systems A/S
  • 6.4.13 Siemens Gamesa Renewable Energy SA
  • 6.4.14 Prysmian Group
  • 6.4.15 Sonnedix Power Holdings Ltd
  • 6.4.16 SunPower Corporation
  • 6.4.17 RWE Renewables Italia
  • 6.4.18 Iberdrola Renovables Italia
  • 6.4.19 InterGen SpA
  • 6.4.20 PLT Energia SRL

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment