Blog

Radu · Blog

I read a pipeline number by stage before I read it by size

Radu Voinescu, 19 October 20261 min read

LinkedIn visual for the post: I read a pipeline number by stage before I read it by size

Position as at 19 October 2026

I read a pipeline number by stage before I read it by size.

ANRE's position at 1 July 2026: projects holding a signed grid-connection contract total 55.4 GW of maximum approved evacuation power, across 986 projects. 33.8 GW of that also holds a building permit, 673 projects. 11.2 GW holds the establishment authorisation as well, 223 projects. The stages are nested, so they cannot be added, and none of them is a financed backlog.

For a contractor the useful question is which gate a project has cleared. In my reading of general practice, not a measured fact, owners often shortlist contractors once the connection contract and building permit are in hand and financing is being arranged, so a project at ATR stage is further from contractor work.

So when someone quotes me a gigawatt figure, I ask which gate it sits behind.

The county atlas on the Sol site sets these stages next to where certified contractors are registered: https://sol-associates.ro/epc/market-atlas/

Source: ANRE, projects of 1 MW and above, position at 1 July 2026, checked 15 October 2026; GW are maximum approved evacuation power reported by network operators, including plants with storage. ANRE's 1 September 2026 note (published 12 October) shows 62.7, 39.3 and 15.4 GW. General information, not investment, legal or regulatory advice; confirm requirements for your own scope.

Originally posted on LinkedIn: view the original post.