What's happening in the Netherlands
The Netherlands has long been held up as a European leader in EV adoption — it has more public charging stations per capita than any other country on the continent. It has been rolling out heat pumps. It has been installing solar panels at pace. On paper, it looks like the energy transition working.
Underneath, the grid is buckling.
The two largest distribution network operators — Liander and Enexis — are now warning customers that getting a new or heavier electricity connection can take years. Around 7,300 households are currently stuck in a queue waiting to upgrade from a standard connection to something that can support their heat pump, EV charger, or solar system. In some cases, the wait is approaching three years. For businesses, grid operators including TenneT have warned of wait times up to a decade.
The cause is straightforward: demand has outpaced the grid's capacity to deliver it. Heat pumps, EV chargers, battery systems, and solar export have all collided at the distribution level simultaneously — and the physical infrastructure, most of which was built for a world of gas boilers and modest household electricity use, simply wasn't ready.
Making matters worse is the fundamental physics of grid investment. Each expansion project takes roughly a decade — eight years of permits, two years of actual construction. You cannot sprint your way out of this problem.
The July 2026 rules: a priority queue for power
From July 2026, the Dutch regulator — the Authority for Consumers and Markets (ACM) — is introducing new rules that formally ration grid access. Care facilities and schools go to the top of the queue. Households come next. Businesses slip to the back.
It is, essentially, a triage system for electricity. The country that once seemed ahead of the curve is now managing scarcity.
This is not a theoretical risk that might emerge one day. It is happening now, in a wealthy, technically sophisticated country that has been trying to do the right thing on decarbonisation. The problem isn't intent. The problem is a failure to plan the infrastructure side of the transition with the same urgency as the demand side.
Where the UK stands
The UK is not in the same position as the Netherlands — yet. But the gap is smaller than government communications tend to suggest, and the trajectory is concerning.
| Dimension | Netherlands (now) | UK (2026) |
|---|---|---|
| Grid connection wait | Up to 3 yrs residential, 10 yrs commercial | Weeks–months, rising Deteriorating |
| Formal rationing rules | Yes — from July 2026 (ACM priority queue) | No — but Ofgem reform in progress |
| Heat pump target | Rolling out, grid now overwhelmed | 600,000/yr by 2028 — grid not ready |
| EV charger mandate (new homes) | Yes | Yes — since 2022 |
| Three-phase supply (new homes) | Standard across the country | No — single-phase default, post-WW2 norm Policy gap |
| Demand-side flexibility | Smart charging mandated; congestion management active | Smart EV chargers required; heat pumps not yet |
| Grid investment committed | €1.9bn (Enexis alone, 2025) | £90bn Ofgem transmission settlement Distribution lagging |
| Rural exposure | Moderate | High — older infrastructure, long spur lines |
Ofgem has acknowledged the problem and in late 2025 set out a major reform package targeting up to £90 billion in transmission network investment. That ambition is welcome. But ambition and delivery are different things.
Meanwhile, the demand-side push continues at pace. The Warm Homes Plan — a £15 billion initiative — is targeting 5 million home upgrades by 2030, with heat pumps at the centre. The government wants 600,000 heat pump installations annually by 2028. Every new home built in the UK since 2022 has been required to have an EV charger. These are the right policies. But none of them come with a built-in answer to the question: will the grid actually be able to handle what we're asking of it?
At the distribution level, the picture is already patchy. DNOs across England, Scotland, and Wales are seeing increasing notification volumes from householders adding solar, batteries, heat pumps, and chargers simultaneously. The DNO process — G98 and G99 applications, demand calculations, supply upgrade referrals — is designed for a world where these installations are the exception. It is struggling to cope as they become the norm.
Rural areas like much of Oxfordshire are particularly exposed: the local distribution infrastructure is older, substations are more dispersed, and the costs of reinforcement fall disproportionately on those at the end of long rural spurs.
The three-phase problem: learning from Germany
Here is the structural issue the UK has been slow to confront.
The standard electricity supply to a UK home has been single-phase since before the Second World War. A single-phase 100A connection gives you roughly 23kVA of usable capacity. That's fine for a traditional household. It is not fine for a home with a heat pump drawing 8–12kW, a 7.4kW EV charger, a solar system exporting intermittently, and induction cooking. Running all of these simultaneously on a single phase is, at best, a juggling act managed by load-limiting software. At worst, it trips the main fuse.
The Renewable Energy Association (REA), backed by Western Power Distribution (now National Grid Electricity Distribution), has already made the case for mandatory three-phase connections in all new UK homes. Their argument is compelling: the incremental cost at point of build is modest, especially if mandated across all new homes rather than added case-by-case. If the government compelled network operators to fit new homes in this way, the cost would fall further as it became the norm rather than the exception.
Yet here we are in 2026, still connecting new homes on single-phase as the default. The regulations governing DNOs actively constrain them from upgrading to three-phase unless it is the lowest-cost option. The incentive structure is pointing in the wrong direction.
This is a policy failure hiding in plain sight. Upgrading an existing home from single to three-phase after the fact costs £1,000–£12,000 and takes 8–16 weeks. That cost and delay falls on the individual homeowner, at the worst possible moment — when they're trying to install the very technology the government is encouraging them to adopt.
Five things the UK should do now
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1
Mandate three-phase supply in all new homes
Every home built in England, Scotland, and Wales from this point forward should receive a three-phase connection as standard. Building regulations are the right mechanism. This is not radical — it is catching up with where most of Europe already is. The marginal cost per home at build stage is small. The cost of retrofitting is large. The choice is obvious.
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2
Require whole-estate electrical demand plans at planning stage
Housing developers currently design homes and then ask DNOs to connect them. The process should be reversed for larger sites. Any development above — say — 50 homes should be required to submit an electrification demand model at planning stage, accounting for heat pumps, EV chargers, solar, and batteries. DNOs should sign off on grid capacity as a condition of planning consent, not an afterthought once the houses are sold.
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3
Reform DNO incentives to reward forward investment
Currently, DNOs are regulated in ways that favour minimum-cost solutions at point of connection — single-phase where three-phase would be prudent, minimum-gauge cables where a marginally heavier investment would future-proof the street for twenty years. Ofgem's forthcoming regulatory settlement for distribution operators should explicitly reward anticipatory investment.
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4
Make smart demand flexibility a regulatory baseline, not an add-on
The UK already requires all new domestic EV chargers to be smart-enabled — that's a start. But heat pumps, battery systems, and EV chargers should all be required to respond to grid signals as a baseline condition of market participation. Time-of-use tariff adoption needs active consumer support, not just passive availability. The grid cannot be managed if the loads on it are dumb.
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5
Build a national electrification infrastructure programme with a real pipeline
The Netherlands is learning that you cannot respond to a grid crisis on a decade's notice. The UK needs a published, funded, multi-year programme for distribution network reinforcement — not announcements about ambitions, but actual committed capital, committed timelines, and committed accountability. The £90 billion Ofgem transmission settlement is welcome at the high-voltage level. The equivalent for low-voltage distribution — the cables and substations that serve actual homes — is less visible and far less well-resourced.
The uncomfortable forecast
If the UK continues on its current path — pushing demand-side adoption hard while treating distribution infrastructure as a lagging problem to be solved later — it will begin to experience Dutch-style congestion in the most densely electrified areas within three to five years. The south-east, where EV adoption is highest and solar penetration is deepest, is the most likely flashpoint. Rural areas with older infrastructure and long spur lines are the next most vulnerable.
The irony is painful: the households most likely to hit grid constraints are the ones who have done the most to decarbonise. Early adopters of heat pumps, solar, and EVs — exactly the people the government needs as the vanguard of the transition — will be the first to run into the wall.
In the Netherlands, regulators are now rationing grid access and telling households their clean technology plans will have to wait. In some neighbourhoods, waiting lists are measured in years. The Dutch didn't choose this outcome. They just didn't plan hard enough, early enough, to avoid it.
The UK has a narrow window to do better. Proper planning prevents piss-poor performance. The question is whether anyone in government is paying attention to what's happening on the other side of the North Sea.