The UK energy sector is moving fast - and how we connect projects to the grid has finally caught up. Ofgem has just signed off NESO’s TMO4+, a major reform aiming to cut the queues, prioritise real projects, and fast-track the transition to clean power. If you’re a developer, investor, or energy enthusiast wondering what’s going on, here’s a quick guide to the biggest connection shake-up in years.
Why the Change?
Until now, it’s been "first come, first served" - meaning anyone could grab a grid slot, whether they had a shovel in the ground or just a vague dream on a napkin.
Result?
- Massive queues
- Endless delays
- Investors scratching their heads
TMO4+ ditches the free-for-all and introduces readiness and strategic alignment rules. Translation: if you’re serious and your project fits the UK’s Clean Power 2030 (CP2030) plan, you’re in. If not... maybe try again later.
How It Works: Gate 1 and Gate 2
- Gate 2 Offers:
If your project is ready (think land secured, permits in motion) and aligned with CP2030 goals, you get a firm-ish connection offer. Congratulations, you’re on the fast track.
- Gate 1 Offers:
Not quite there yet? You’ll get a conditional offer - but you’ll need to meet the criteria soon, or risk getting politely shuffled out of the queue.
- Protections for Existing Projects:
If you’re already well progressed (e.g., contracted before the end of 2026, or planning permissions sorted before December 2024), good news - there are safety nets to keep you in the game.
For New Projects: No More Bluffing
Future applicants face a new world. No more "placeholder" projects. You’ll need to prove readiness and strategic importance right from the start.
The Clean Power 2030 Action Plan will heavily influence who gets through the gate - so location, type of generation, and contribution to net zero goals all matter.
Demand projects (like EV charging networks) get a bit of breathing space on the strategic side, but still need to be ready.
What It Means for the Market
- More Certainty for Investors:
With only credible projects moving forward, investment decisions should be clearer - and risk premiums (hopefully) lower.
- Faster Delivery for Strategic Projects:
Expect quicker connections for the projects the UK actually needs to meet its decarbonisation targets.
- More Efficient Networks:
Grid companies will have a better idea of what’s really coming, making network builds quicker, smarter, and (hopefully) cheaper.
- Some Short-Term Wobble:
As always, there may be a few bumps while everyone gets used to the new process - but protections are in place to cushion the landing.
Final Thoughts
TMO4+ represents a massive step towards a cleaner, more efficient energy future.
By prioritising serious projects that match strategic needs, the reforms should clear the backlog, boost investor confidence, and get Britain closer to Clean Power 2030.
Whether you’re a project developer, asset owner, or investor, understanding how TMO4+ impacts your position is crucial. At Helix, we’re already helping clients navigate the changes - supporting both strategic repositioning and transactional decisions.
If you’re looking to buy, sell, or strengthen your project pipeline in light of the grid reforms, we’d love to talk. Let’s work together to optimise your assets and advance the UK’s clean energy future.
Reach out to the Helix team - we’re here to help.