At the beginning of 2025, Spain’s energy story was one of absolute success, coming to work only with renewables. But the “Great Blackout” of April 28 threw a jug of cold water on the country’s climate ambitions: greenhouse gas emissions rose 0.6%breaking a years-long trend.
How is it possible to emit more when we have more solar panels than ever? The answer lies in a technical paradox: the Spanish electrical system entered into “reinforced mode”prioritizing the stability of gas over the cleanliness of renewables.
Gas as a “bodyguard.” After that incident, Red Eléctrica (REE) adopted a “reinforced operating mode”. This adjustment involves intervening in the market to ensure that there are always “firm” plants (gas, nuclear and hydraulic) operating to give inertia and stability to the network tension.
The problem is that this decision has marginalized cheap energy. As detailed by the Sustainability Observatory (OS)gas consumption in combined cycles shot up 26% after the blackout. Spain has been burning gas preventively to prevent the system from collapsing, even at times when the sun was abundant. This has caused the curtailment (clean energy wasted because the grid cannot manage it) will triple, going from 1.8% to 7.2% between May and July.
The third “rate” in history. This forced dependence on gas has directly hit the pocketbook. According to a study by Facuathe electricity bill for an average user with a regulated tariff (PVPC) became 15.5% more expensive in 2025.
With an average annual bill of 975.88 euros, 2025 is the third most expensive year in history, only behind the years of the energy crisis due to the War in Ukraine. The maintenance of this “anti-blackout insurance” has cost 422 million euros in technical extra costs, which companies like Iberdrola they have already started to have an impact on the renewed contracts of its clients.
So why is there more energy but the price goes up? Herein lies the great technical paradox of last year. Spain installed 8,852 MW of new renewable power last year, according to REE data. However, the network is saturated since 83.4% of the electrical nodes no more connections allowed.
The root of the problem is unbalanced investment. While Europe invests 70 cents in networks for every euro in renewables, Spain only invest 30. In addition, the country ranks 13th in battery capacity in Europe. Without storage, the system is rigid: if the sun hits suddenly, only the gas can react in time. Even domestic self-consumption failed in the April blackout: only 33% of homes they have batterieswhich left millions of users in the dark despite having their panels at full capacity.
It is not the only one responsible for the emissions. The OS report points out that the rebound in emissions It’s not just electric. Spain approached 100 million of visitors in 2025, skyrocketing the consumption of kerosene (+5%) and gasoline (+8%). Added to this is a year of climatic extremes: fires They burned 400,000 hectaresreleasing 19 million tons of CO2, four times more than the average.
Horizon 2026. The immediate future is not simple. For this new year, an increase in tolls and charges from the Government of up to 12%. In addition, the system faces a new challenge: the massive installation of data centers. In Aragon, these complexes are expected to consume so much energy that will further strain the network.
To avoid collapse, the Government has activated “capacity markets”. Basically, gas plants will be paid simply for “being there” and not closing, an expensive but necessary insurance until the planned 2,600 MW of batteries or the synchronous compensators that promise to provide stability without burning methane are deployed.
Europe’s laboratory. At the international level, Spain has assumed the vice presidency of the International Renewable Energy Agency (IRENA) to lead the global transition in the face of the departure of the US under Trump’s mandate. But political leadership contrasts with internal fragility.
Spain has shown that it is possible to expel coal from the system, but also that the abundance of cheap energy is useless if there are no cables to transport it or batteries to store it. As a source in the sector succinctly summarizes:: “The mistake was not putting up panels, but forgetting about the networks.” Without this investment, gas will continue to be the owner of the Spanish night and responsible for the electricity bill continuing to break records that no one wants to boast about.
Image | freepik and Anton Osolev
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