When could the sites be selected?

Provincial leaders expect the Dutch cabinet to pick two locations by summer. The choice would set the agenda for permits, grid studies, and early contractor engagement. Investors should prepare for sequencing: site selection, impact assessments, procurement design, and then detailed contracting and long-lead component reservations.

Which locations are under consideration?

Borssele nuclear site and Terneuzen nuclear site are viewed as leading options within Zeeland. Borssele brings an existing nuclear footprint and grid links. Terneuzen offers industrial demand and logistics. Final selection, permitting, and project scope will determine how each site supports the Zeeland 2050 plan.

Why does this matter for German investors?

Zeeland nuclear plants could generate multi-year demand for engineering, construction, specialty equipment, and services that German firms can supply. Cross-border power flows also affect wholesale prices, hedging, and retail margins. Monitoring procurement rules, localization needs, and interconnector conditions helps translate policy signals into actionable exposure.

What are the main risks to watch?

Permitting timelines, legal challenges, supply-chain tightness, and delivery interfaces can delay or add costs. Financing structure and contract design influence risk sharing and capital costs. Investors should track consultation calendars, grid connection decisions, contractor capacity, and evidence of a credible education and housing plan aligned with Zeeland 2050.

Law and Government

January 11: Zeeland Emerges Front-Runner for 2 New Nuclear Plants

ByDanny Kontos January 11, 2026January 11, 2026

Zeeland nuclear plants are moving into pole position as the Dutch cabinet prepares to pick two sites by summer, according to provincial leadership. For German investors, this prospective build-out signals long-cycle capital spending, steady order pipelines, and regional growth tied to the Zeeland 2050 plan. We see potential spillovers into European nuclear supply chains, cross-border power flows, and local housing and labor markets. This briefing outlines the likely sites, timelines, risks, and the signals that matter most for portfolio positioning in Germany.