Flex›Source - Elmarknadsrådet Meeting 2 May 2026

Source - Elmarknadsrådet Meeting 2 May 2026

Event: Elmarknadsrådets möte 2026-05-20 (Meeting 2/2026)
Date: May 20, 2026
Location: Svenska kraftnät, Sundbyberg
Files: raw/svk/elmarknadsradet-mote-2-minnesanteckningar.pdf (minutes, 8 pp.) and raw/svk/elmarknadsradet-2026-mote-2-presentationer.pdf (presentations, 87 pp.)
Chair: Malin Stridh (Svk)

Context

Second Elmarknadsrådet meeting of 2026. Mårten Bergman (Svk) and Michelle von Gyllenpalm (Svenskt Näringsliv) absent. Eight agenda items.

Agenda items and key content

1. Inledning — Art. 182 follow-up

Status update on Art. 182 SO GL (raised as a question from the council before the meeting):

  • TSO-DSO agreement: Svk + DSOs have a draft of the TSO-DSO agreement ready
  • BSP agreement: Svk is developing a corresponding BSP-avtal; plan to send to remiss September 2026; expected to enter into force March 2027
  • Unresolved: how practical information exchange will work (IT system vs email for temporary limits)
  • Per Wikström (Ellevio) raised the BSP/BRP perspective and need to consider SOGL Art. 182 in baseline work

Svk to continue civil preparedness deep-dive with selected actors: Vattenfall, Fortum, E.ON (chosen by type, geography, resource size). Broader updates continue via Elmarknadsrådet and Driftrådet.

2. Market roadmap update

Anna Jäderström presented updated roadmap. Two items marked “Försenad” (delayed):

  • Commission Regulation on demand flexibility (NC DR)
  • FCR new platform — now implemented: migrated to Fifty Nordic MMS, the same platform as mFRR and aFRR capacity markets. New: mandatory static/dynamic FCR distinction in bids; dispatch system enforces a minimum dynamic FCR share

MARI/PICASSO timelines remain 2027. Ei has issued a formal enforcement order (föreläggande) demanding MARI connection by Q3 2026. Svk’s position: technically impossible before Nordic algorithm adjustments are implemented in MARI. An active regulatory dispute. The previous Svk appeal (meeting 1) was about the penalty model, not the timeline itself — two separate proceedings.

Observed improvements: mFRR EAM changes have reduced extreme pricing occurrences. Further improvement mechanisms (elastic demand) not yet implemented.

3. Kapacitetsåtgärd pilot — Västra Götaland

The pilot in Västra Götaland is concluded. The specific connection need that triggered the pilot no longer exists in the region.

Results from the pre-study (förstudien):

  • 9 potential suppliers identified
  • Resource mix: energy storage (286 MW new + 334 MW with wind support), gas turbines (10 MW), load reduction (did not meet criteria)
  • 37 MW existing battery storage, 138 MW under construction, 230 MW with land access + permits, 140 MW gas turbine with permits/upgrades needed
  • All resources assessed as realizable by 2030 with high probability
  • Key friction: transformer and grid connections flagged by many suppliers as timeline uncertainty

Learnings:

  • Localization signal works: clear signal to right resource types in right areas
  • New procurement model (two-phase: qualifications → indicative bids → binding bids) is workable
  • Resources can be used for multiple purposes simultaneously (regional overload + frequency reasons)
  • ACCEL project created shared understanding across stakeholders

Financing: unresolved and considered a blocker. Current assumption: cost borne by customer. But industrial customers and data centers have different payment capacity than other consumers. Council requested a financing model review before next pilots.

Next steps: if future pilots are planned, timeline is Q3/Q4 2026. Evaluation ongoing (internal + external survey). Contact: kapacitetsatgard@svk.se

4. BSP/BRP contract and condition changes

BSP/BRP avtal version 3, planned to take effect September 1, 2026. Three-month consultation ended May 8, 2026 (3 actors responded). Submitted to Ei for methodgodkännande.

Changes to BRP-avtalet:

  • Strategic reserve charge: BRPs in SE3/SE4 must pay a levy to cover strategic reserve costs (Lag 2025:50, Förordning 2025:835)
  • Faster new balance object registration: 3 days before start date (previously 14 days); synchronized with supplier switching rules (4 days)

Changes to BSP-avtalet:

  • Static FCR-D upward volume limit: based on forecast rotational energy (not proportional as before); enables cheaper bids to be selected
  • Prequalification: test protocol no longer needed in application; replaced by test data; ≥50 MW: notify Svk of commissioning tests 1 week before (not 3); <50 MW: no notification needed
  • Market surveillance data: BSPs must provide all data Svk requests for REMIT compliance or contract compliance monitoring; keep continuous data record for 3 months
  • Publication platform: handelsinformation moves to Svk Data Service (SDS); parallel publication on Mimer during transition; continued publication on Transparency Platform

BSP/BRP conditions — key changes proposed:

  • Max/min bid prices: ±15,000 EUR/MWh (from ±10,000 EUR/MWh); adjustable if pre-set MARI criteria met
  • Non-divisible bids: volume cap ≤ highest of the lower limits of prequalified volume for constituent units (per direction)
  • Publication of mFRR market information: 30 minutes after the market time unit — SA-price, DA-price, volumes per bidding zone

New imbalance pricing design (from the consultation summary):

  • Dominerande riktning: changed from per uncongested area → per bidding zone (based on satisfied mFRR demand per area)
  • Obalanspris calculation: changed from marginal price → volume-weighted average (VWA) of mFRR SA and DA prices
  • Keeping national day-ahead price constraint: imbalance price ≥ day-ahead price if dominating direction is up; ≤ day-ahead if down; = day-ahead if unregulated/netted
  • VoAA extended to cover quarters with netted needs (not only fully unregulated)
  • Spot price floor/ceiling on bid prices removed (required by MARI)

Industry concerns: VWA reduces investment incentives for dispatchable production; day-ahead constraint helps predictability but may not reflect real-time energy value. Target: submit to Ei during summer 2026.

5. Driftläget (operational situation before summer 2026)

CNEC de-anonymization: Constraint names on the JAO (Joint Allocation Office) allocation platform are now publicly visible and stable (same name every day). Previously randomized daily. This is a significant transparency improvement for market participants.

Key binding constraints (Feb 6 – May 6, 2026):

CNECBinding frequencyShadow price sum (EUR/MWh)
SVK_SWEPOL (SE4→PL)87.9% of MTUs2,234,941 (link out of service — invalid)
AC_Minimum_DK1_SB (SE4-DK1)6.5%719,157
CL26_S4 / Olingan-4-CT26322.1%485,104
Klæbu-Surna + Klæbu-Orkdal (NO3)35.2%419,104

Note on SWEPOL: The link has been out of service — the shadow price is erroneous (the constraint is flagged as binding due to the outage, not genuine congestion). The Norwegian Klæbu-Surna constraint is notable because it limits Swedish snitt 2 capacity even though it’s located in Norway — illustrating how flow-based can bind Swedish areas via foreign constraints.

Grid reinforcements scheduled (2026):

  • Gräsmark new station: April 2026 complete — strengthens west side of snitt 2
  • Ligga station renewal: mid-June 2026 — enables more capacity on SE1-SE2 and SE1-FI
  • Åker station: total outage in parts of July 2026 — reduces southern Sweden capacity (lowest capacity allocation period of summer)
  • Glan station renewal: September 2026
  • Skogssäter-Kilanda line: November 2026
  • Breared-Söderåsen line: November 2026

Power adequacy: Despite large outage program, Kraftbalansen report shows no indications of adequacy problems during the outage season. Contingency tools (systemvärn) available as alternative to production restrictions.

FFR: Svk changed procurement procedures for summer 2026 season; tighter requirements on actual availability during activations. Council noted that compensation for Swedish rotating mass (svängmassa) could improve system planning — currently no incentive. Nordic coordination still needed on FFR product design (each TSO has different view on market-based vs. grid code mandate approach).

6. Datahanteringsverktyg (data management tool)

Government mandate (Regeringsbeslut KN2025/01781): Svk + Ei to jointly propose a central data management tool for electricity market data. Report due September 30, 2026.

Key findings so far (from promemoria April 2026 + digital hearing May 2026):

  • No fundamental objection from authorities to introducing such a tool
  • Conditions: must not have a central operational role; protect classified/personal data; stepwise introduction; certain installations may be excluded from high-resolution metering data
  • Industry: broadly positive; expects better data quality, more efficient processes, regulatory compliance support; some prefer decentralized alternatives
  • Risk analysis underway: personal data protection, safety-classified information, total defence considerations

International benchmarks studied: Nordic data hubs (Finland, Denmark), Estonia, Austria (decentralised model)

Implementation order concern (from council): The DHV (datahanteringsverktyg) should precede the implementation of other NC DR requirements — but the report is due in September, which is also the month of riksdagsval. The council is worried the post-election period will slow implementation further.

7. Anslutningsprocessen (connection process review)

Government order delivered April 30, 2026 (redovisning to Regeringskansliet). Webinar for results: May 26, 2026, 10:00-11:00.

Key results from the assignment:

  1. Early dialogue: new step before formal application — “tidig guidande dialog” with intressent (before submitting to any distribution network); and tripartite dialogue (Svk + DSO + customer) to clarify connection conditions and alternatives

  2. Application always via distribution network: applications for connection to stamnätet must go via the existing distribution system (clarification of existing principle); in individual cases, direct connection to stamnätet may be appropriate but is assessed by Svk in dialogue

  3. Capacity zones (kapacitetszoner) and intressentpooler:

    • New concept for connection queue management
    • Geographic zones with defined capacity
    • Intressentpooler (interest pools) let potential customers signal demand before queue opens
    • Long-term purchase agreements (PPA matching) mechanism included
    • Anvisningssystem: Svk will propose a formal system; first kapacitetzon targeted for autumn 2026; intressentpool opens 2027

  4. Effektkrav clarification: Svk’s power requirement is not a threshold for when to submit an application — it is a planning tool. Applications always go first to the distribution network.

  5. Kostnadsfördelning guidance: recommendations for DSO referral to overliggande nät; synchronized with Ei’s föreskriftsarbete (January 2027)

Implementation:

  • Changes to Svk’s “Principer och vägledning för anslutning till Stamnätet”: July 1, 2026
  • First Anslutningsforum: May 21, 2026 (day after this meeting)
  • Anvisningssystem: legislation/changes needed, ambition spring 2027

8. FoI inom Elmarknad (electricity market R&D)

Svk has elevated electricity market design to a dedicated FoI (forskning och innovation) area. New organization has four areas: Systemutmaningar, Nätteknik, Elmarknad, Digitalisering.

The Elmarknad area is genuinely new — previously electricity market research was subsumed in Systemutmaningar. Svk identified a gap: most Swedish electricity market research focuses on technology adoption (how tech can work on existing markets) or scenario modeling, not market design per se.

Key topics for FoI Elmarknad:

  • Market design and incentives
  • Actor behavior
  • Methods and models for analysis
  • Socioeconomic analyses
  • Scenarios

Svk + Energimyndigheten are strengthening R&D collaboration: joint program design, co-designed calls for research, co-financing aligned with Svk priorities. The council noted that elektricitetmarknadsforskning is an underdeveloped field in Sweden and expressed support.

Key claims and new information

  • BSP-avtal Art. 182 to remiss September 2026, entry into force March 2027 (refines Art. 182 implementation timeline)
  • MARI: Ei has issued formal enforcement order for Q3 2026 connection; Svk says not technically possible
  • FCR platform migrated to Fifty Nordic MMS; static/dynamic FCR distinction now mandatory
  • CNEC names de-anonymized on JAO — major transparency improvement; SWEPOL 87.9% binding but out of service
  • Kapacitetsåtgärd pilot concluded; financing model for future pilots unresolved
  • Imbalance pricing: VWA (not marginal) for mFRR; day-ahead constraint maintained as national rule
  • Connection review delivered; kapacitetszoner + intressentpooler concept confirmed; July 1 principle changes
  • DHV report: September 30, 2026 — no fundamental authority opposition
  • Svk elevating electricity market design as dedicated R&D area; Energimyndigheten collaboration expanding

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