Ordered. Delivery Pending.

A reality check for the energy transition
Porsche Consulting Energiewirtschaft Windturbinen mit Wolkenkratzer
Matthias Baum | Dirk Pfitzer | Dominik Eckstein
Aug 2025 | Strategy Paper | English

Ordered. Delivery Pending.

A reality check for the energy transition

The political expansion plans for the energy transition are under scrutiny. One thing is clear: even after adjustments, the targets remain highly ambitious — and the expected capacity additions by 2035 are enormous. Coordinated expansion planning is urgently needed. Key components such as transformers, converters, and switchgear have lead times of 24 months or more. Skilled technical personnel are scarce, approval and certification processes are complex, and supply chains are already stretched to their limits. Under these conditions, further scaling seems hardly feasible.

This white paper identifies four key challenges: time uncertainty, limited production capacities, overstretched supply chains, and a lack of standardization in technical solutions. The key to success lies in productization and industrialization. This reality check illustrates, with concrete examples, how other industries have already completed this transformation — and what can be applied to energy technology.

6x

increase in annual investment volume for energy infrastructure by 2035 compared to the last decade.

75%

real price increase for transformers since 2019, driven by rising demand and limited production capacities.

€160 billion

will be needed in the transmission grid by 2035 to secure the system-wide expansion of renewable energy.

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WhitePaper Energy Transition Porsche Consulting

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