{"market_id":"netherlands","generated_at":"June 2026","schema_version":"1.0","claim_count":11,"claims":[{"claim_id":"pgiq:claim:netherlands:pgiq_tier:june-2026","claim_type":"opinion","status":"active","subject":{"market_id":"netherlands","geography_id":"pgiq:geo:netherlands"},"predicate":"pgiq_tier","value":{"base":4,"label":"Constrained"},"unit":null,"definition":"PGIQ tier for siting a large new electricity load; a directional screen, not a connection guarantee","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"expert_judgment","method_source_label":null,"confidence":{"source_quality":"n/a (opinion)","coverage":"all rated markets","model_uncertainty":"n/a","opinion_confidence":"High"},"sources":[{"publisher":"PGIQ methodology","title":"PGIQ methodology","url":"https://powergridiq.com/methodology","published_at":null,"retrieved_at":"June 2026","locator":"tier definitions","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"Amsterdam is a major hub, but the connection-queue crisis (14,000-plus businesses waiting, regions full for the decade) is the binding constraint. 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New high-voltage infrastructure carries lead times of 8 to 12 years, and the government's eight-measure campaign targets freeing 5-10 GW by 2030. 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A published fact with a source, not our forecast.","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"reported","method_source_label":null,"confidence":{"source_quality":"cited announcement","coverage":"stated timing By 2030","model_uncertainty":"announced timing can slip","opinion_confidence":"n/a"},"sources":[{"publisher":"Parliamentary letter on grid congestion, Stibbe (Feb 2026)","title":"Parliamentary letter on grid congestion, Stibbe (Feb 2026)","url":"https://www.stibbe.com/publications-and-insights/parliamentary-letter-on-grid-congestion-eight-measures-for-better","published_at":null,"retrieved_at":"June 2026","locator":"announcement","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"Whether congestion eases enough for new large connections in the currently-full core.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:1a97d1bc0ac8321c1aa91cc0fe569d926c394c4c77e67ecebfcdb442318d209d"},{"claim_id":"pgiq:claim:netherlands:delivery_reliability_saidi:june-2026","claim_type":"fact","status":"active","subject":{"market_id":"netherlands","geography_id":"pgiq:geo:netherlands"},"predicate":"delivery_reliability_saidi","value":{"base":23.9},"unit":"minutes per customer per year","definition":"regulator outage measure (SAIDI or stated equivalent) for the distribution network;","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"measured","method_source_label":null,"confidence":{"source_quality":"regulator filing","coverage":"year 2024","model_uncertainty":"n/a","opinion_confidence":"n/a"},"sources":[{"publisher":"Netbeheer Nederland reliability 2024","title":"Netbeheer Nederland reliability 2024","url":"https://www.netbeheernederland.nl/sites/default/files/2025-04/03.02._betrouwbaarheid_van_elektriciteitsnetten_in_nederland_-_resultaten_2024.pdf","published_at":"2024","retrieved_at":"June 2026","locator":"reliability summary","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":null,"schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:5f34e7eab1305fb2f68d59198bd1f459a18c5b5b5ca3b08c936abef03fbd98a9"},{"claim_id":"pgiq:claim:netherlands:forward_adequacy:june-2026","claim_type":"estimate","status":"active","subject":{"market_id":"netherlands","geography_id":"pgiq:geo:netherlands"},"predicate":"forward_adequacy","value":{"base":"watch","label":"Adequacy flagged"},"unit":null,"definition":"forward firm-supply adequacy for a prospective large new load; level vocabulary none|watch|elevated|severe","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"forward","method_source_label":"assessed","confidence":{"source_quality":"modelled read","coverage":"market-level","model_uncertainty":"not site-specific","opinion_confidence":"n/a"},"sources":[{"publisher":"Netherlands grid congestion (RAP)","title":"Netherlands grid congestion (RAP)","url":"https://www.raponline.org/wp-content/uploads/2024/01/RAP-Pato-Netherlands-gridlock-2024.pdf","published_at":null,"retrieved_at":"June 2026","locator":"page","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"Severe grid congestion: TenneT's offtake waiting list runs to roughly 38 GW across 212 requests, new large loads cannot connect in much of the country, and operators warn of local overloading from 2026. The connection-access dimension is already in the Access pillar; this flags the delivery-expansion and overload risk.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:bdc268f9516d1cb6e5fe8795c269d41e75c319658792efce1dfaac1f66a94e49"},{"claim_id":"pgiq:claim:netherlands:average_operational_carbon_intensity:june-2026","claim_type":"estimate","status":"active","subject":{"market_id":"netherlands","geography_id":"pgiq:geo:netherlands"},"predicate":"average_operational_carbon_intensity","value":{"base":280},"unit":"gCO2eq/kWh","definition":"Estimated average operational grid emissions intensity in gCO2e per kWh, for a declared geography, period and system boundary, using direct operational emission factors. The generation-versus-consumption basis, imports, delivery losses, temporal granularity, factor set, factor vintage and uncertainty are disclosed or marked unknown. Permitted for location-based grid comparison only. It is not a marginal-emissions estimate, a lifecycle assessment, a procurement claim, or by itself a market-based Scope 2 result.","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"modelled","method_source_label":null,"confidence":{"source_quality":"stated generation mix","coverage":"market-level annual average","model_uncertainty":"average, not marginal or lifecycle","opinion_confidence":"n/a"},"sources":[{"publisher":"PGIQ methodology","title":"PGIQ methodology","url":"https://powergridiq.com/methodology","published_at":null,"retrieved_at":"June 2026","locator":"carbon basis","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"Average operational intensity from the stated generation mix. Not marginal, lifecycle or market-based Scope 2.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:fe97a8d001f1e55dfc99f43b3bb3859d51f88d0289033fc4de3582bf04c8597c"},{"claim_id":"pgiq:claim:netherlands:local_deliverability:june-2026","claim_type":"fact","status":"active","subject":{"market_id":"netherlands","geography_id":"pgiq:geo:netherlands"},"predicate":"local_deliverability","value":{"base":"constrained","granularity":"area (TenneT HV layer plus regional DSO medium-voltage layer)"},"unit":null,"definition":"whether capacity at the point of connection can be established from operator publications. State vocabulary: not_assessed | published_checkable | constrained | known. published_checkable means the operator publishes checkable capacity, NOT that we have checked the bus for a specific project.","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"reported","method_source_label":null,"confidence":{"source_quality":"operator publication","coverage":"area (TenneT HV layer plus regional DSO medium-voltage layer)","model_uncertainty":"not site-specific until the named substation is checked","opinion_confidence":"n/a"},"sources":[{"publisher":"Capaciteitskaart, Netbeheer Nederland","title":"Capaciteitskaart, Netbeheer Nederland","url":"https://www.netbeheernederland.nl/netcapaciteit-en-flexibiliteit/capaciteitskaart","published_at":null,"retrieved_at":"June 2026","locator":"capacity map","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"The national capacity map shows offtake (afname) capacity for business connections effectively full across most of the country: red areas are full with new connections placed on a waiting list, orange areas carry a pre-announcement of congestion. This is a published operator position, not our estimate. HOW TO CHECK: Look up the specific postcode area on the capaciteitskaart before assuming any connection is available; then request a transport-capacity assessment from the operator.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:604c34b95a2c988c9b38ddebf8018988fcf337244a559b62251a4d510bfb5c00"},{"claim_id":"pgiq:claim:netherlands:regulatory_momentum:june-2026","claim_type":"opinion","status":"active","subject":{"market_id":"netherlands","geography_id":"pgiq:geo:netherlands"},"predicate":"regulatory_momentum","value":{"base":"adverse","direction":"stable"},"unit":null,"definition":"direction and steadiness of the rules governing large-load connection (stroke-of-pen risk)","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"expert_judgment","method_source_label":null,"confidence":{"source_quality":"cited dated developments","coverage":"market-level","model_uncertainty":"n/a","opinion_confidence":"High"},"sources":[{"publisher":"PGIQ methodology","title":"PGIQ methodology","url":"https://powergridiq.com/methodology","published_at":null,"retrieved_at":"June 2026","locator":"regulatory momentum","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"Courts continue to uphold the TenneT connection waiting list, over 14,000 businesses are queued, and grid-only connection is unavailable in much of the country. WHAT WOULD CHANGE IT: The government's eight-measure campaign actually freeing 5 to 10 GW of capacity by 2030.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:388fd8952eea62dfa39d1399d2a3e756a60411879500767f504c37424d11ce44"}],"gaps":[],"note":"A gap is not evidence that the risk is absent. It means we have not assessed it."}