Virtual power plant (VPP) growth is shifting in 2025. Europe is pulling ahead, while US capacity markets (like PJM and NYISO) are heating up on data‑center demand.
VPP providers — systems that combine rooftop solar, batteries, and EV chargers to support the grid — are readjusting geographic focus. Mosaic risers cluster in Europe, where stable decarbonization policies and retailer‑led programs shorten time from enrollment to revenue. In the US, hiring and headcount trends favor eastern markets like PJM and NYISO as providers staff market operations, interconnection, and sales roles for capacity programs.
California’s policy moves are part of the backdrop. Lawmakers zeroed out funding for the state’s flagship VPP program in September, and Governor Newsom failed to revive funding in October 2025 — a shift that aligns with falling Mosaic scores among several California‑based operators.
