Electrical energy: Productive growth, energy challenges
Electricity production is experiencing a marked acceleration, driven by the combined momentum of public and private operators and independent producers. According to the Economic Outlook published at the end of December 2025 by the Directorate of Studies and Financial Forecasts (DEPF), national electricity production increased by 6.1% during the first ten months of the year, compared with 2.2% over the same period in 2024. The electricity sector is at a turning point. It is showing resilience and adaptability, but continues to face rapidly expanding demand. The pursuit of reforms, the acceleration of clean energy deployment, and the modernization of networks will be key to transforming this momentum into a real lever for sustainable development.
Growth driven by all segments
This growth reflects both a strong recovery in domestic demand and a widening diversification of production. It is based on three pillars. First, the National Office for Electricity and Drinking Water (ONEE), whose production grew by 7.2%. Then there are private producers, up 7.7%, and finally “national third parties” (self-producers and independent producers), whose contribution surged by 45.1%, highlighting a significant strengthening of the non-public productive sector. This last point illustrates the gradual success of the national strategy to open up the sector to private investment, particularly in renewable energies (solar, wind, etc.) and industrial cogeneration units.
Consumption at its highest level in 12 years
Net energy demand, a key indicator of actual consumption, rose by 7.5% at the end of October 2025, reaching a record level over the last twelve years, according to the DEPF. This strong demand reflects the economic recovery, population growth, and the expansion of major infrastructure projects, particularly in transportation, industry, and real estate.
By way of comparison, consumption rose by only 3.6% over the same period in 2024, highlighting a genuine step change in 2025.
Increased reliance on imports despite rising production
Despite this boom in domestic production, Morocco had to import 26.2% more electricity between January and October 2025 (compared to +32.2% in 2024). This growing reliance on foreign supplies shows that domestic demand still outstrips local production capacity.
At the same time, exports collapsed, falling by 30.9% after a 32.8% drop in 2024. This decline reflects a tightening of exportable surpluses, owing to the prioritization of domestic market supply.
Fatim-Zahra TOHRY
