“Portugal is a great opportunity for Renfe.” These are the words that summarize the company’s intentions for the medium-term future, according to Expansion. The newspaper assures that the Ministry of Transportation aspires to turn the neighboring country into the company’s new big business.
And the secret is in its track width.
“A great opportunity”.
“Portugal represents a great opportunity for Renfe. With the 15 units of the Series 106, it will have 30 high-speed trains of variable gauge to which the 13 compositions of the new Series 107 will have to be added in the coming months. In total, 43 trains that are also intended to be approved for circulation in Portuguese territory.”
These are the words with which, according to Expansionthe Ministry of Transport defends the change in strategy outside the Spanish borders. The company has been looking for a place in France for some time but This country is putting up all possible barriers to hinder its expansion through French territory.
The alternative now passes through Portugal and the gauges have a lot to do with it.
The Avrils. At the beginning of July, Talgo and Renfe reached an agreement regarding their Avril trains. These trains have been a headache for Renfe because Talgo has delivered them late, they have presented numerous breakdowns and incidents and they even had to be removed from Madrid-Barcelona because they cracked.
The great theoretical advantage is that they are trains that, with the necessary equipment, can jump between the Iberian and international gaugethe European standard for high speed. This allows them to be the only trains that operate the Madrid-Galicia without the need to transfer between trains. This gives it a strategic advantage over Ouigo and Iryo in the face of the upcoming liberalization of these routes.
In the agreement, Renfe and Talgo decided that the Avril trains that operate with international gauge were going to be adapted to be able to make this track jump. The cost exceeds 130 million euros but it will allow Renfe to move its trains throughout the national territory… or the entire Iberian Peninsula.
A strategic change. With the announcement of this agreement, from the Ministry of Transport they indicated that “Renfe “It will be the only operator with the capacity to provide international high-speed rail services with Portugal, which gives it a clear competitive advantage to lead the Iberian train market.”
The phrase is not coincidental. The initial intention was to dedicate some of the trains received from Talgo to France, but the company is encountering so many problems in homologating them that it has shifted its projection to Portugal. And the Portuguese country seems to be a perfect market for the company taking into account its track widths.
And the connection between Madrid and Lisbon, which should be completed in 2030 but reach minimum travel time in 2034it has to be built under instructions from the European Union using international gauge. However, the Lisbon-Porto line is being built with Iberian gauge, which limits the Madrid-Lisbon-Porto connection to a single train.
The Iberian exceptionality. The situation is complex. The Portuguese railway, like the Spanish one, grew around the Iberian gauge. This isolated both countries from the rest of the continent in this sector but the European Union is working so that the exceptionality is, in part, eliminated. That is why in the agreement reached in October 2025 there is the obligation to bring the international width to Madrid-Lisbon.
However, nothing has been said of the high-speed line that Portugal is building between Lisbon and Porto. This line is supported by Iberian gauge and will reach the Spanish border with said gauge. This makes it very difficult for new companies to enter.as we have seen in Galicia.
But Renfe has the ace up the Avrils’ sleeve. And since these trains can jump between gauges, Portugal opens up as a very attractive market to expand operations, with trains that can cover Madrid-Oporto passing through Lisbon. Something that no other company in the world can do right now..
Photo | Annie Spratt and Nelson Silva
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