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← All autopsies·UK·Consumer
// startup autopsy

Bulb Energy

UK's largest green energy startup. Killed by a 400% gas price spike.

timing
Founded2015
Closed2022
CountryUK
SectorConsumer
Raised£165M
FounderHayden Wood

// the model, blind

Evaluating only Bulb Energy’s profile at its peak — without knowing the outcome — the model ranked Competition as the #1 likely cause. Documented cause: Market timing.

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Documented cause

Bulb Energy served 1.7M UK customers on fixed green energy tariffs. In 2021 wholesale gas prices surged over 400%. Locked into fixed prices, Bulb could not pass costs to customers. It entered UK government special administration in November 2021 — the largest UK energy company failure in history. Octopus Energy acquired it in 2022 for £2.4B.

Lesson

“Fixed-price contracts in commodity markets are inherently short positions. When the commodity moves against you at scale, no brand equity absorbs the loss.”

FAQ

Why did Bulb Energy fail?

Bulb Energy failed because wholesale gas prices surged over 400% in 2021 while it was locked into fixed-price tariffs with 1.7M customers. Unable to pass the cost increase on, it entered government special administration in November 2021 — the largest UK energy company failure ever.

What happened to Bulb Energy customers?

Bulb Energy customers (1.7M) were initially protected under government special administration. Octopus Energy acquired Bulb in 2022 for £2.4B, taking on all customer accounts.

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