electricity

Data centers have made the electricity bill more expensive in the US. And the Government has said enough

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Every time you ask a generative AI to solve a problem for you, a server on the other side of the world needs power to process it and cooling to keep from melting down. The problem is that this electricity meter that spins at full speed is not just that of the large technology companies: it is that of the entire community. The AI ​​revolution has a real physical and economic cost that has already begun to hit the pockets of families, unleashing a crisis that has forced the United States Government itself to hit the table. The US government has said enough. According to federal dataresidential electricity prices will increase a national average of 6% in 2025. Citizens, stifled by the cost of living, have begun to connect the dots and point to the huge data centers that are proliferating in their neighborhoods. As detailed Politicalthere are currently some 680 data centers planned in the country, gigantic infrastructures that will require energy equivalent to that of 186 large nuclear power plants. This brutal demand has provoked strong citizen opposition, how to explain Guardiannumerous communities have begun to reject and block these projects for fear that their bills will skyrocket. The pressure has been so strong that the rebellion has penetrated traditionally conservative fiefdoms. According to Financial TimesRepublican legislators in states such as Missouri, Ohio and Oklahoma have suggested halting the construction of data centers, while Florida Governor Ron DeSantis has pushed laws to regulate them and protect families from price increases. Faced with this scenario, Donald Trump’s administration has been forced to intervene. Washington’s “historical pact.” As reported The New York Timesexecutives from Google, Microsoft, Meta, Amazon, OpenAI, Oracle and xAI made the pilgrimage to Washington to meet with President Trump and sign the so-called “Taxpayer Protection Pledge” (Ratepayer Protection Pledge). The objective of the agreement is to shield consumers from rising electricity costs. Technology companies have committed to “build, provide or buy” the new electricity generation resources they need, assuming 100% of the costs of infrastructure and improvements to the transmission network. During the meeting, Trump left a phrase that perfectly summarizes the sector’s reputation crisis: “They need help with public relations, because people think that if a data center is installed, the price of electricity will go up.” The president assured that, thanks to the pact, that “will no longer happen.” For their part, managers such as Ruth Porat (Google) or Dina Powell McCormick (Meta) confirmed their commitment to pay for the infrastructure “whether or not they end up using that energy.” according to statements published by the New York media. We cannot understand this move by Washington without looking at the electoral calendar. Politically, as they point out Financial TimesRepublican strategists alerted the White House that energy inflation was an imminent risk ahead of the midterm congressional elections (midterms). The Democrats, like Senator Mark Kellywere already using citizen anger as a political weapon, calling Trump’s pact a simple “handshake agreement” that was insufficient. And the clash with reality: a network to the limit. On paper, the promise sounds perfect. As the specialized media ironically says Engadget“big tech agrees not to ruin your electricity bill.” However, journalism and energy sector experts agree that there is a gigantic distance from words to actions. As he warns Political, The agreement is, in essence, a voluntary “handshake”, without binding legal force. Rob Gramlich, former economic advisor cited by CNBCremember that the White House has no direct jurisdiction over this matter: the rules of the electric grid are decentralized and depend on the public service commissions of the 50 states. It is they, and not the federal government, who approve how costs are distributed. The damage in some areas has already been done. Argus Media reports that on the PJM network —the largest in the US, covering 13 states and including the world’s largest data center cluster in Virginia—capacity costs have skyrocketed by $23 billion, record rates that are locked in until 2028, making it “virtually impossible” to lower prices for consumers in the short term. An independent watchdog came to describe this situation as a “massive transfer of wealth” from citizens to corporations. Competition for resources is fierce. Abe Silverman, researcher at Johns Hopkins University cited by Politicalcompares the situation to “a bidding war for a ticket to a Taylor Swift concert.” There is a five-year waiting list for gas turbines, and their prices have doubled. This technological urgency not only makes the network more expensive, but is stopping the green transition in its tracks. As they explain Argus Mediathe immense demand for servers cannot be covered quickly enough with renewable sources. This is forcing power companies to delay the closure of polluting coal plants and invest heavily in natural gas generation, perpetuating dependence on fossil fuels. The greatest risk, Silverman warnsis what happens if Silicon Valley is wrong in its growth calculations: “You spend 3 billion to improve the network, and then the data center does not materialize (…) Who is left with the problem? Grandma.” Should Europe demand the same? If we cross the pond, the situation is no less worrying, and the regulatory approach is drastically different. According to data from the European Commissiondata centers currently consume 415 Terawatt-hours (TWh) globally (1.5% of the world total), a figure that, driven by AI, will double to 945 TWh in 2030. In the European Union, consumption was around 70 TWh in 2024 and will jump to 115 TWh by the end of the decade. Europe has launched a mandatory monitoring system under the Energy Efficiency Directive to demand transparency about this consumption and its water and carbon footprint. But in Spain, the problem is already a physical jam in the networks. As we have described in Xataka, The Spanish electrical grid is like a saturated highway to which, suddenly, “a convoy of trucks of industrial tonnage” has arrived. The technical regulations of the National Markets and Competition Commission (CNMC) caused a “cascade effect” that blocked connection permits. The … Read more

In 2022, the gas crisis skyrocketed the price of electricity in Spain. In 2026 we have a “green shield” but also a serious problem

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Just when in Spain we began to breathe a sigh of relief, convinced that we had overcome the inflationary trauma of 2022 “after cutting energy ties” with Russia, history repeats itself. This week a “black Monday” began that has shaken international markets. This time the epicenter is not in eastern Europe, but in the Persian Gulf, after the recent attacks that have been forced to paralyze QatarEnergy facilities. The impact on our country has been devastating. According to data collected in OMIEthe price of electricity in the wholesale market has jumped 60% in just 24 hours, climbing to 90.14 euros per megawatt hour (MWh). To put it in perspective, this represents a 1,300% increase in price compared to what we paid just a month ago. The President of the Government, Pedro Sánchez, has already warned that We must prepare for a “long war” with serious global economic consequences. And the fear is already palpable in the street with the long lines that yesterday we observed of drivers trying to fill their tank at gas stations low cost before prices continue to rise. If the gas goes up, why does the electricity go up? To understand why a conflict thousands of kilometers away makes our electricity more expensive almost instantly, you have to look at how our system works. As explained The Confidential in a very didactic way: the European electricity market is “marginalist”. This means that the most expensive technology that needs to be used to cover the demand of a specific day is the one that sets the final price of all energy. If the sun or wind is not enough and the gas plants have to be turned on, all electricity is paid for at the price of gas. And the gas, right now, is trapped in a war funnel. As we have already explained these days20% of the liquefied natural gas (LNG) and 25% of the world’s oil transit through the Strait of Hormuz (the epicenter of the current tension). Any threat of a blockade in that area generates a domino effect that triggers reference prices in Europe. The energy expert Joaquín Coronado explained in LinkedIn that this panic is already real: The prices of electricity futures for the rest of 2026 have suddenly risen by 24%. As he himself points out, “only the price of gas has changed,” but that is enough to drag down the entire system. The hit in the pocket. All this macroeconomics lands directly in the bank account of citizens. As pointed out The Countrythere are more than 11 million users in Spain who have regulated rates (the PVPC for electricity and the TUR for gas) who will notice this increase almost immediately, since their contracts reflect the daily fluctuations of the market. The calculations about what this crisis is going to cost us are already on the table: The OCU, in statements to The Newspaperestimates that if these prices are maintained, the average electricity bill with a regulated rate will jump from the 62 euros we paid in February to around 82 euros in March. An increase of 30% in a single month. A platform report Roams figures the monthly impact about 12 euros extra for electricity (17% more) and increases of up to 18% on the gas bill. The worst scenario is drawn the comparator Selectra: If the conflict drags on and we return to the panic levels of 2022, the electricity bill could skyrocket by 200%. But energy is just the first domino. Financial Times collect warnings from the chief economist of the European Central Bank (ECB), who already assumes a short-term rebound in general inflation. As oil rises, transportation rises: from fuel at the pump (gas stations already assume extra costs of 12 cents per liter) to maritime freight of goods and plane tickets, which on some routes to Asia have quadrupled in price. So, are we the same as in 2022? The good news is that we are not exactly at the same starting point as when the Ukrainian war broke out. As analyzed elDiario.esSpain today has three “mattresses” that cushion the first impact: the arrival of spring (which reduces the use of heating), some reservoirs 83% full (which allow generate a lot of hydroelectric energy cheap) and an electric mix where more than 50% of energy is already renewable. Furthermore, the PVPC formula was recently renovated so that it does not depend only on the daily market, softening the extreme peaks a little. The bad news is that we have exchanged one problem for another. To stop depending on Russia, we throw ourselves into the arms of the United States. As the economist José Carlos Díez warns in the chain Vibe Zero44% of the gas we consume today comes from the US. This places us in a position of extreme vulnerability to the new geopolitical “black swan”: the anger of Donald Trump. The refusal of the Spanish Government to give up the military bases of Rota and Morón for the offensive against Iran has caused Trump to threaten to cut off all trade with Spain. If the United States turns off the tap on LNG ships, José Carlos Díez warnsSpain does not have the physical capacity or infrastructure to replace a supplier that gives us almost half of our gas from one day to the next. The social shield and our pending duties. Faced with the threat of the crisis becoming entrenched, the Government is already moving. According to Expansion, If the conflict lasts more than four weeks, Pedro Sánchez’s Executive has on the table reactivating the “social shield” of previous crises: reductions in VAT on electricity, fuel discounts and direct aid. However, fiscal patches do not hide the underlying problems. In Xataka We have put our finger on two great absurdities of our system. On the one hand, we are an “energy island” since we have seven regasification plants capable of receiving ships from all over the world and helping Europe, but we do … Read more

In 2025, China installed more wind electricity capacity than the US has deployed in its history. And it’s just the beginning

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The world faces a textbook climate contradiction: the planet desperately needs cheap, clean energy, but when someone manages to produce it on a massive scale, Western powers put up barricades. We are witnessing a pattern identical to the one that has already shaken the electric car industry. China leads the most competitive green technology, the West fears it and slows it down with tariffs, and, ultimately, the climate ends up paying the bill for this blockade. The figures speak for themselves. According to the latest data published by Wood Mackenzieglobal order intake for wind turbines reached 215 gigawatts (GW) in 2025. This is the second highest figure in recorded history. And the big winners of this milestone were not going to be anyone else. Yes, we are talking about China. While total global volume saw a slight decline of 8% in 2025 – driven by a strategic pause in the Chinese domestic market – the international expansion of Chinese original equipment manufacturers (OEMs) has been relentless. The global consulting firm details that orders from these companies outside their borders skyrocketed by 66% year-on-year, tripling the volumes of 2023. The dominance is almost absolute: eight of last year’s top ten global manufacturers are Chinese, with Goldwind, Envision and Windey crowning the list. But this industrial power cannot be understood without the colossal infrastructure that supports it. China has carried out an engineering feat unprecedented: in 2025 alone, the Asian giant added 542.7 GW of capacity to its electricity grid. In less than half a decade, Beijing has built more energy infrastructure than the United States has deployed in its entire history. From imitation to innovation. The narrative that China only competes by price gouging has expired. The country has made a qualitative leap towards cutting-edge innovation. In these last months we have collected in Xataka the milestones of the Asian country in terms of the construction of large wind turbines in the middle of the sea. This certifies the end of the Western monopoly in emerging markets. While European manufacturers such as Vestas or Nordex maintain leadership in their natural territory, they are losing ground globally to Asian offers with high technical specifications and low costs. For Beijing it is not just about ecology; It is a national security strategy to guarantee the supply of intensive industries, such as Artificial Intelligence, and free ourselves from dependence on imported fossil fuels. This is how they conquer the Global South. Faced with a domestic market that is beginning to mature, the Asian giants have set their eyes on the Middle East, India and Latin America. Finlay Clark, principal analyst of Wood Mackenzie, gives the key to this expansion: Chinese manufacturers are making waves thanks to the rapid deployment of giant platforms of more than 10 MW. These megaturbines allow developers to minimize costs on gigawatt-scale projects. The result is devastating: in 2025, Chinese companies will capture the 95% of regional capacity in the Middle East and Africa. The symbol of this surprise was planted in Saudi Arabia, where the Goldwind company achieved a historic order of 3.1 GW to supply two sites. Furthermore, in its ambition to dominate deep waters—where wind potential is multiplying—China is already manufacturing fully domestic all the key components of its floating platforms. An imminent train wreck. Geopolitics has fully entered the spreadsheet of energy promoters. Wood Mackenzie warns that the policy It is making acquisitions drastically more expensive and complicated. Barriers such as the European Union’s Carbon Border Adjustment Mechanism (CBAM) and the expansion of US tariffs costs are skyrocketing import of steel and heavy components. The market is facing critical tension. On the one hand, regulatory pressure pushes costs up; On the other hand, the profitability of the projects requires increasingly cheaper turbines. Despite this panorama, there are reasons for optimism in the Old Continent: although the intake of offshore wind orders fell by 17% in 2025 due to the restructuring of European tenders, analysts They predict a strong rebound by 2026, boosted by new grant schemes such as the UK’s round 7 auctions. The Western Counterattack. However, China’s apparent invulnerability has cracks. As we detail in Xataka, Beijing suffers from a silent but critical dependence on Western technology. The Chinese wind industry has the muscle to assemble like a beast, but it lacks the “brain”: it needs to import 100% of the logic modules that control the turbines in real time and 70% of the transistor modules for the electrical grid. However, the real obstacle for the West, experts warn, is no longer just capital, but “human bottleneck”: Decades of offshoring have emptied the United States and Europe of engineers and specialized industrial labor. Condemned to understand each other. The energy transition has ceased to be an environmental mission and has become a total geopolitical battlefield. China dominates scale, speed and execution, while the West still holds the keys to critical technological innovation and capital markets. The great irony is that this trade war of tariffs and blockades risks slowing down decarbonization at the most critical time for the planet. At the end of the day, the interdependence between both blocks is their greatest weakness, but also the only guarantee that, sooner or later, they are condemned to understand each other. Image | Land Rover Our Planet (CC BY-ND 2.0) Xataka | China dominates the world of renewable energy, but it has an Achilles heel: it depends on the West more than it admits

AI needs electricity relentlessly. And that is returning the gas to the center of the system

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For years, big technology companies projected a clean image: data centers powered by renewables and commitments to climate neutrality. But the explosion of artificial intelligence is putting that narrative to the test. Electricity demand is growing at a rate that the grid cannot keep up with, and the fuel that is covering the gap is not the wind or the sun. It is natural gas. The contradiction is already visible in the numbers. Google and Microsoft consume around 24 terawatt hours (TWh) of electricity per year each, more than more than a hundred countries. And while they announce record clean energy contracts, their emissions continue to rise: Google has increased its emissions by 48% in the last five years and Microsoft by 31% since 2020. An independent analysis rated climate integrity of several technologies as “poor” or “very deficient” in the face of the energy boom of AI. The cloud is not ethereal. It’s physics. And for AI to work without interruptions, we are starting to burn more hydrocarbons. The electron fever. The phenomenon is not marginal. A report from the Open Energy Outlook initiative—led by researchers at Carnegie Mellon and NC State— projects that electricity demand of data centers and crypto mining could grow by 350% between 2020 and 2030, going from representing 4% to 9% of total consumption in the United States. Goldman Sachs points in the same direction: Specific consumption of data centers could increase by 160% before the end of the decade. The pressure has already broken market balances. In December 2024, in the PJM region—which supplies 13 states in the eastern United States and has the highest density of data centers in the world—capacity prices went from $30 to $270 per MW-day in a single auction. The extra cost will end up affecting the bills of some 67 million customers. John Ketchum, CEO of NextEra Energy, described it as a “golden era of energy demand”, but warned of a physical limit: “the new electrons cannot reach the grid quickly enough.” And in that void between explosive demand and insufficient supply is where gas reappears. The tyranny of 24/7. If renewables are increasingly competitive, why not cover this demand with more wind and solar? The answer is technical. Artificial intelligence requires continuous, 24/7 supply. It cannot be turned off when the wind goes down or the sun goes down. As Manuel Losa, manager at Pictet Asset Management, explained, to the Financial Times: If demand grows and firm energy is needed 24 hours a day, “today, the only way to achieve this is with gas.” The problem is not the marginal cost of renewables, it is firmness. Without massive storage or reinforced grids, solar and wind generation cannot guarantee constant supply. And the deployment of new transmission lines is slow and contentious. Furthermore, traditional electrical planning assumed growth of 1-2% annually; Now there are areas with increases of 20-30% annually linked to data centers. The quickest solution today is to build or expand gas-fired generation. But even there there are limits. Gas turbines—critical equipment—have become a bottleneck. Just three years ago, Siemens Energy executives stated that the turbine market was “dead” in the face of renewable advancement. Today, the factories are overflowing. Global orders are expected to exceed 1,000 units this year, with the United States absorbing almost half. Delivery times can be extended up to five or even seven years in some cases. The bottleneck is no longer the chips. They are the turbines. So what happens with renewables? Renewables do not disappear. In fact, they continue to expand. Google has signed agreements to purchase nearly 1.2 gigawatts of new wind and solar energy in the United States from Clearway Energy. Big tech companies continue to sign clean energy contracts in multiple regions. However, the problem is temporary and structural. Purchasing renewable electricity does not guarantee that hourly consumption is supported by clean generation at that same time and place. In fact, there are solutions. Battery storage and grid upgrades can increase renewable integration. The Open Energy Outlook report shows which regions like Texas, with more investment in transmission, they manage to take better advantage of wind power to feed new demand. But deploying storage and hardening the network takes years, and AI is growing rapidly. For this reason, even companies traditionally focused on renewables are expanding their portfolio in gas, How did you have access? Financial Times. NextEra has announced plans to develop up to an additional 8 gigawatts of gas-fired generation. Clearway builds hybrid data center campuses combining renewables and combustion turbines. It is not an explicit abandonment of renewables. It is an emergency solution. But there is also nuclear. amazon tried to connect directly a data center to the Susquehanna nuclear power plant to ensure stable and clean supply. Federal regulators blocked the deal over potential effects on grid stability and the impact on other consumers. Furthermore, Google has signed an agreement with Kairos Power to develop seven small modular reactors (SMR), with the goal of adding 500 MW emissions-free by 2030. Microsoft and other companies are exploring similar deals. But even in the most optimistic scenario, new nuclear capacity will not be operational on a relevant scale before the end of the decade. AI needs electricity now. A clash of transitions. Five years ago, natural gas was presented as a retreating bridge fuel within the energy transition. Today it has become the structural support of artificial intelligence. A friction between two transitions that advance at different paces: the digital one, exponential; the energy, regulated and slow. As the Open Energy Outlook initiative warnsthe choice should not be between digital progress and network stability. But if energy planning doesn’t adapt more quickly—more transmission, more storage, better market design—the expansion of AI could mean more gas, more emissions, and higher bills. Artificial intelligence promises efficiency and intelligent decarbonization. But for now, its massive expansion is prolonging the life of the fossil generation. The digital future is advancing at full speed and the energy … Read more

The Government remains committed to ending telephone SPAM and is now targeting electricity companies. It’s still a shot in the air

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The Spanish Government’s crusade against SPAM calls continues. At the beginning of the week, the Ministry for the Ecological Transition and the Demographic Challenge approved the new General Regulations supply, marketing and aggregation of electrical energy. The main purpose of this is, according to the Government, to protect consumers through new measures. And one of them collides head-on with a recurring practice of marketers: SPAM calls. The measure. After the entry into force of the new regulation, telephone calls to advertise or contract services are prohibited, as long as “they have not been expressly requested by the consumer in advance or they are the one who calls the company.” It will not have immediate effect, companies will have four months to adapt to the regulations, under penalty of fines of between 600,000 and 6,000,000 euros if they fail to comply, according to the Law 24/2013, of the Electrical Sector. There is more. In addition to the prohibition of calls without express consent, the Royal Decree establishes the obligation to provide a completely free customer service number, as well as a maximum period of 15 days to respond to user claims and complaints. It is also prohibited to cut power to electro-dependent consumers on holidays and eves. Very nice, but. Although the Government has been trying to tackle the SPAM problem for more than a year, the reality is very different. According to the OCU, 99% of Spaniards (me among them, this week) continue to receive unwanted calls. Some companies continue to take advantage prior consent to send advertising communications, and others are providing their call centers with telephone numbers outside the traditional prefixes to continue with their practice, despite the fact that the law penalizes it. An endless war. The war against SPAM does not only affect Image | Xataka In Xataka | If you are tired of receiving spam calls every day, good news: MasOrange is tired too

We have plenty of electricity, but we lack cables to build houses and invest more

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Over the last decade, Spain has accelerated the installation of wind and solar farms, especially in “emptied Spain”, with the promise of becoming Europe’s green laboratory. However, upon reaching 2026, the system has hit an invisible but insurmountable wall: the cables. The reason is a “broken bridge”, since clean energy is born in the countryside, but does not reach the cities or factories because the transportation infrastructure does not exist or is saturated. The situation is critical. According to advance The Economistthe Spanish electricity grid has administratively “collapsed” and, for practical purposes, is closed to new projects. There is no longer room to accommodate new connection requests, which means that thousands of homes, data centers and industries are receiving a “no” answer when asking for a plug. Red Eléctrica’s technical documentation confirms this paralysis with endless lists of nodes submitted to a capacity contest, from Algeciras to Arrigorriaga, evidencing a blockade that runs through the entire peninsula. The “D-Day” that never came. The trigger for this crisis has a date and time. The electricity sector was anxiously awaiting February 2, 2026, the day on which the National Markets and Competition Commission (CNMC) was to publish the new access capacity maps, the “traffic light” that indicates where there is more consumption. But the maps did not arrive. In a last-minute maneuver, the CNMC has postponed the publication until Monday, May 4, 2026. The decision responds to a critical alert launched by the system operator (REE) on January 26: under the new and strict technical criteria, “approximately 90% of the nodes in the transportation network would have zero access capacity.” The problem is deeper. On the one hand, the application of the “dynamic criterion” has revealed that more than 9 GW of already authorized demand—mainly data centers and electrolyzers—might not be sufficiently robust against “voltage dips” (sudden drops in voltage), which forces the tap to be turned off for safety. On the other hand, consensus is non-existent: Red Eléctrica and the distributors they have only achieved agree on the reference values ​​in 26% of the interconnection nodes, a figure that in the case of some distributors plummets to just 11%. A traffic jam with real consequences. Far from being a mere dispatch procedure, it has devastating consequences for the real economy. The energy plug has become the new brake on brick: Last year only 12% of connection requests for new urban developments were granted. The Asprima employers’ association estimates that some 350,000 homes are at risk of not being able to be built, not due to lack of land or money, but due to the simple lack of electrical power. The impact has specific faces. An example that they expose in The Economist is that of the Costa del Sol, where the delay in the construction of a substation in Estepona and its associated line keeps the quality of supply and the connection capacity of a total of 72 families in suspense. The investment war. There is a chronic lack of investment in basic infrastructure. While Europe invests on average 70 cents in networks for every euro of renewable generation, Spain remains at just 30 cents. This has unleashed an open war. The large electricity companies (Aelec) accuse Red Eléctrica (Redeia) of having invested below what was planned, causing the current precariousness. Redeia defends himself forcefullyensuring that it has quadrupled its investment to exceed 1.5 billion in 2025. In addition, the system operator uses devastating quality data to deny the poor state of the network: the average annual interruption time is just 0.46 minutes, a value 30 times better than the 15 minutes required by regulations. The speculative bubble. Amidst the chaos, speculation flourishes. The CNMC is finalizing a complete report—a kind of “forensic” audit—to put order in the system. According to Expansionthere are access requests for 67,100 MW, an exorbitant figure that is equivalent to half of all the installed power in the country. The regulator suspects that there are massive duplications and “ghost” projects that hoard nodes for the sole purpose of reselling permits, blocking access to real industries. Three months of heart attack. Given the seriousness of the scenario, the sector now faces a three-month truce, until May, to try to avoid the total closure of the network. Express legal route. The recent Sustainable Mobility Law has introduced an “emergency mechanism” which allows changing the purpose of positions in substations. That is, unlock spaces reserved for generation that are not used and assign them to consumption quickly. “Amnesty” for Data Centers. To prevent the flight of digital investment, the Government has activated a grace measure for 2026: has eliminated the requirement that forced data centers to consume in “off-peak hours” (at night) to receive aid, recognizing that solar energy has changed the reality of prices and that said requirement no longer made technical sense. Cost for the citizen: fixing the network it won’t be free. The proposal for 2026 includes an increase in tolls (4%) and charges (10.5%) in the electricity bill to finance these investments and the “reinforced mode” of operation, necessary to guarantee stability after the incidents of 2025. Crisis of institutional trust. Despite the extension, legal uncertainty is latent. Electricity companies fear that industries that already had access granted they can lose it when applying the new, more restrictive criteria. Óscar Mosquera, sector expert, warns on LinkedIn about a “regulatory breakdown.” “The network is no longer just infrastructure, it is an institution,” says Mosquera. His diagnosis is lapidary: “A system that invites investment and then does not connect is not prudent, it is incoherent. That is the true country risk.” While the administration looks for solutions, real demand does not wait for the bureaucracy. Joaquin Coronado highlights that the electricity demand It has grown by 3.7% at the start of January 2026, exceeding the official forecasts of the CNMC itself. The Spanish economy tries to accelerate, but physical reality prevents it. A country disconnected from its own future. Spain finds itself at an ironic and … Read more

The price of electricity, the cold and the fear of a blackout have brought a 19th century job back to London: chimney sweeps

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When you hear about chimney sweeps, the image that comes to mind is that of men (or boys) from the late 19th century with smudged faces, shirts full of soot and a large broom on their shoulders. That’s the topic. The photographs that Google shows when we search for the word and the one it illustrates your entry on Wikipedia. Today the reality is very different. In the middle of 2026, not only are there still professionals dedicated to the trade, but they use cutting-edge technology and in cities like London they are experimenting a resurgence thanks to the price of energy. His appearance is nothing like that of the famous Bert de ‘Mary Poppins’but they continue to play a key role… and above all they are in demand. Chimney sweeps in 2026? Exact. And at least in London they are not an extemporaneous and decadent group, the memory of a bygone era. On the contrary. As I counted a few days ago The New York Times The profession is still very much alive there, it has been able to adapt to the needs (and resources) of the 21st century and above all it is experiencing a resurgence thanks to the cost of energy. The clearest proof is left by National Chimney Sweeps Association (NACS, for its acronym in English): in 2021 it had 590 members, today its membership base is already around 750. The union includes dozens of women and some businesses claim that in winter they receive between 70 and 80 calls a day. What do they do? Essentially the same as its predecessors from the 19th and 20th centuries, although in a very different context and with very different resources. To remove soot from chimneys they still use brushes that Bert from ‘Mary Popins’ would perfectly recognize, but that is only part of an arsenal that also includes digital cameras, industrial vacuum cleaners and smoke detection equipment. “Almost like chimney technicians,” points out Martin Glynnfrom NACS. Companies are even using drones to scan rooftops. Nothing to do with the habits that once made the profession infamous, such as employing orphans to climb chimneys and clean ducts. It sounds like terrifying science fiction, but this practice was common in the 18th and 19th centuries. In fact in 1875 the death of a child that got stuck in Fulbourn generated such a stir that the Government approved a law that banned “climbing children.” Are there still chimneys? Yes. British chimney sweeps were not immune to key changes, such as the popularization of central heating in the second half of the 20th century or the Clean Air Act (‘Clean Air Act‘) of 1956, but the union has been able to endure and today lives in a much kinder time, even one of vindication. I told it just a year ago in The Telegraph Steven Pearce, descendant of a long line of chimney sweeps who started in the trade decades ago, convinced that the profession’s days were numbered. “At first I only accepted it as a weekend job because we thought the trade would disappear with the 1956 law, when the Government gave local authorities the power to control the burning of coal and boiler fumes,” Pearce relates. “But that didn’t happen, in fact the last five years have been better than ever in business. It’s the busiest time I’ve seen in 45 years.” He is not the only one which confirms the rebirth of the profession. What is the reason? In 2026 English homes may not rely on coal and wood for heat, but they will still light their fireplaces. And not only because of the popularization of stoves. NACS itself admits that demand for its services has been driven by two factors: the increase in energy prices of recent years and a turbulent international context, in which the electricity supply seems a vulnerable flank to enemy attacks. The group also remembers that people simply “like to sit in front of a fireplace” to read, have a glass of wine, watch a movie and unwind. As if that were not enough, a good fire also helps reduce dependence and expense on central heating. What does the regulations say? Of course there are restrictions on the domestic use of coal, but The New York Times remember that even in areas like London the burning of authorized fuels They emit very little visible smoke. What they do generate is soot, which explains why the Government advises that chimneys be cleaned every year with professional help. “People think: ‘We’re going to have a plan B, a fireplace, a stove in case the power goes out,’” Glynn adds.president of NACS. “If you have the option of burning wood or smokeless fuel you can still cook and have some heating. There is a big increase in demand, people are lighting fireplaces again.” How does the future look? Steven Pearce assures that his clients continue buying stoves and admits that it is difficult for him to believe that people are going to do without the installations, even if they are prohibited. “I can’t imagine those who have spent £3,000 to £5,000 installing them not using them.” In fact, he maintains that in recent years he has seen “a great resurgence in the purchase of multi-fuel fireplaces and stoves, which burn wood, charcoal and smokeless materials.” It’s not all advantages: your ‘bill’ is PM2.5 emissionparticles invisible to the naked eye but which do represent a harmful “air pollutant”. Images | Wikipedia, Jorbasa Fotografie (Flickr) and NACS In Xataka | While the whole world looks at oil, Venezuela’s true treasure is hidden in the basements of London: its gold

Europe produces more clean electricity than fossil electricity for the first time. The hard part starts now

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For years, the European energy transition advanced without completely displacing fossil fuels. Last year marked that turning point. According to the report European Electricity Review 2026wind and solar generated 30% of EU electricity in 2025, surpassing coal, gas and oil combined for the first time, which fell to 29%. As Dr. Petrovich explains by Emberwe are facing record growth. It is not normal to go from a 20% to 30% quota in just five years, but the numbers are there. The energy map is changing: there are now 14 EU countries where wind and sun generate more than gas or coal. In this scenario, Spain, Greece or Hungary already play in the league of solar powers. Beyond statistics. The milestone does not imply that Europe has left fossil fuels behind or that gas has disappeared from the system, but rather that it changes the hierarchy of the electricity mix. For the first time, variable renewable energies come to occupy the center of the electricity mix, while fossils are relegated to a technical and security support role. According to Emberrenewable energies as a whole contributed 48% of the EU’s electricity in 2025, practically half of the total, a figure that remained stable even in a year marked by adverse weather conditions, with less wind and less rain than usual. Coal, the most polluting fuel in the system, continues its withdrawal. In 2024 it fell to 9.2% of the European electricity mix, a historical minimum compared to the almost 25% it represented a decade ago. Gas, for its part, rose slightly compared to 2024, although it is still 18% below its 2019 maximum, confirming that its role in the system is increasingly residual. This rebalancing has consequences that range beyond the energy mix: Dependence on imported fossil fuels continues to be the main source of price instability and strategic vulnerability in Europe, even outside the climate debate. Five years that changed everything. The sorpasso – as it has begun to be called in the sector – is not the result of a mild winter or a stroke of meteorological luck. It is the consequence of sustained growth, especially in solar energy, during the last decade, accelerated very notably in the last five years. According to the reportsolar generation grew by 20.1%, this being the fourth consecutive year with increases of more than 20%, an unprecedented growth rate in European energy history. In absolute terms, solar reached 369 terawatt hours (TWh), more than double that of 2020, and the annual increase in 2025 alone is equivalent to the electrical production of three French nuclear reactors. A dizzying growth. This expansion responds mainly to the installed capacity. In 2025, 65.1 GW of new solar power was added in the EU, distributed almost equally between large plants and self-consumption on rooftops. All community countries increased their solar production, and in several of them—Hungary, Cyprus, Greece, Spain and the Netherlands—the sun already provides more than 20% of national electricity. As for wind power, although more affected by the weather conditions at the beginning of the year, it remains the second largest electricity source in the EU, with 17% of the total, above gas. The system, therefore, begins to rely structurally on variable renewables, something unthinkable just a decade ago. The reverse of success: when gas continues to set the price. Despite the historic advance of wind and solar, 2025 made it clear that gas continues to have a disproportionate weight in the European electricity system, especially in price formation. According to the think tank, gas-fired electricity generation increased by 8% in the EU, mainly to compensate for the drop in hydroelectric energy caused by the drought, and this greater use of gas raised the electricity sector’s import bill to 32 billion euros, 16% more than the previous year. The impact was especially visible in the electricity markets. Ember detects that price spikes They are concentrated in the hours with the highest gas use, while the hours with abundant solar and wind tend to make electricity cheaper. In 21 European countries, wholesale prices rose in 2025, driven almost exclusively by these fossil time slots. This is where the paradox of the current system: although gas no longer dominates by volume, it continues to set the marginal price of the market at critical moments. In other words, despite the oversupply, the price structure continues to be conditioned by fossil fuel when there is a lack of wind or sun. The new energy frontier. Ember’s report devote an entire chapter to what it considers the next big front of the transition: storage and system flexibility. Without these pieces, he warns, the sorpasso runs the risk of remaining a statistical victory. This was one of the large deficits of the European transition: investing massively in generation without doing so at the same pace in networks and storage. Batteries are now emerging as the piece that connects renewable success with stable prices and security of supply. Last year, the EU exceeded 10 GW of large-scale batteries in operation for the first time, more than double that of 2023. In addition, there is a portfolio of projects that could raise that figure above 40 GW if fully implemented. The first signs are already visible in countries like Italy, where batteries have begun to cover part of the demand during peak gas hours, reducing prices and displacing fossil generation. Physical bottlenecks: European infrastructure. It is not just a question of how much energy is generated, but where it enters and how it circulates within the continent. Europe has reduced its direct dependence of Russian gas, but continues to face physical limitations in terminals, transportation networks and cross-border connections. This substitution of Russian gas has been slowed by the slowness in the construction of critical facilities, such as regasification terminals and high-capacity networks, and by the insufficient interconnection between national electrical systems. This bottleneck explains why countries with abundant renewable production, like Spain, often cannot easily export that surplus, or why the European … Read more

Nuclear energy has generated electricity for decades. China is reinventing it for something else: the industry

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For decades, nuclear power plant cooling towers symbolized one thing: electricity. However, off the coast of Jiangsu province, China has just begun a maneuver that will change the usefulness of fission. It’s no longer just about turning on light bulbs; It is about feeding, with clean steam, the voracious thermal heart of heavy industry. The first concrete of a new era. According to China National Nuclear Corporation (CNNC)the first concrete was poured for the nuclear island of Unit 1 of the Xuwei project. This act is not just another procedure, it is the first nuclear project to break ground in the inaugural year of China’s 15th Five-Year Plan, symbolizing a strategic shift towards diversified energy applications. The project, developed by CNNC Suneng Nuclear Power, is strategically located near the Lianyungang petrochemical hub, an area that requires a staggering 13,000 tons of steam every hour to maintain its operations. The concept of the super boiler. Xuwei’s great innovation lies in its technical architecture. As explained by Global Timesthe project is the first in the world to couple two different generations of reactors to maximize thermal efficiency: The Hualong One (Generation III): Two units of this pressurized water reactor (PWR) provide the base heat to convert demineralized water to saturated steam. The High Temperature Gas Cooled Reactor (HTGR – Generation IV): This unit acts as a “super boiler”. The steam produced by the Hualong One is superheated a second time by the primary steam of the HTGR, reaching the necessary extreme temperatures. for complex chemical processes such as petroleum refining, distillation and cracking petrochemical. This “double coupling” system allows, according to NucNetthat the plant will be useful for applications ranging from refining to desalination and steel production, sectors that have traditionally depended exclusively on fossil fuels. Cleaner than coal. The urgency of this project responds to a critical climate need. The petrochemical industry is one of the most difficult sectors to decarbonize due to its constant heat demand. The figures provided by CNNC yvsupported by media such as World News Nuclear They are compelling: once the first phase is operational, the plant will supply 32.5 million tons of industrial steam per year. This will reduce standard coal consumption by 7.26 million tons and avoid the emission of 19.6 million tons of CO2 annually. Advances in cutting-edge technology. To manage the complexity of joining two very different types of reactors, Chinese engineers have turned to Artificial Intelligence and robotics. The design team used hierarchical digital simulations to create the system’s control logic, allowing heat and electricity to be balanced based on grid and industry demand. In the field of construction, progress is not minor. Li Quan, project manager, explained to Global Times that automatic metal active gas (MAG) welding systems with intelligent laser tracking are being used, a technology three times more efficient than manual welding. In addition, they emphasize that the localization rate of equipment (100% Chinese technology) exceeds 95%, promoting a national high-tech supply chain. Towards a global standard? Beyond its borders, China sees Xuwei as an export model. The CNNC has described the project as a “Chinese solution” for the low-carbon transformation of energy-intensive industries around the world. The goal is to demonstrate that heavy industrial development does not have to be tied to coal smokestacks. This move aligns with the 2025 white paper titled “China’s plans and solutions for carbon neutrality”which advocates for safe and orderly development of nuclear energy not only for the electrical gridbut for clean heating and desalination. The European contrast. While China is betting on nuclear energy to power heavy industry, in Europe the approach to waste heat is taking a digital path. Cities like Helsinki are finding an unexpected source of heat: data centers. As we have explained in Xatakacompanies like Telia or Microsoft are recovering up to 90% of the heat generated by their servers to inject it into district heating networks (district heating). A single data center in Finland can heat up to 20,000 homes. Although the scale is different – ​​China seeks heat to make steel and plastics, while Finland seeks shelter for its citizens – the philosophy is identical: in a world in climate crisis, wasting heat is a luxury that no one can afford anymore. Both models demonstrate that the energy transition depends on taking advantage of every calorie produced, whether it comes from a uranium core or an artificial intelligence processor. The end of thermal waste. The start of work in Xuwei marks a turning point. As the CNNC analysis concludesthe project is a “strong and clear beat” towards deep decarbonization. China is trying to show that nuclear power is the missing piece of the puzzle to reconcile mass industrial production with net-zero emissions goals. If Xuwei’s model is successful, the image of the nuclear power plant as an isolated island that only produces electricity will become history. The future of the atom seems to lie, rather, in its ability to become the invisible “heat engine” of modern civilization. Image | CNNC Xataka | In Finland they already know how to deal with excess heat from data centers: convert it into district heating

Satya Nadella knows that AI now has “social permission” to burn electricity. And also that everything has a limit

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From time to time, a number of billionaire people get together to discuss topics that are considered important. This time he played at the World Economic Forum in Davos, where Microsoft CEO, Satya Nadella, has issued a warning clear about the use of artificial intelligence and its excessive energy consumption. And for the executive, this technology only makes sense if it generates a real and positive impact on society, otherwise, “social legitimacy” would be lost to allocate scarce resources, such as energy, to its development. Energy. It is no surprise that AI data centers consume massive amounts of electricity and water. They already did it before dedicating themselves purely to the operation of AI, but now that expense has more than multiplied. A while ago, Sam Altman, CEO of OpenAI, gave some estimated figures about ChatGPT’s power consumption, stating that it used about 0.34 watt-hours for each response generated. On a larger scale, the combined electricity consumption of Microsoft and Google exceeded that of more than 100 countries in 2023, according to the analysis by Michael Thomas, founder of Cleanview. The demand is not only energy, since a disproportionate volume of production of critical components is being allocated towards the development of projects related to AI, such as is happening with RAM in the world. Nadella’s warning. During his intervention In Davos, the CEO of Microsoft said that “We will quickly lose even the social permission to take something like energy, which is a scarce resource, and use it to generate these tokens, if these tokens are not improving outcomes in health, education, public sector efficiency or private sector competitiveness.” The CEO of Microsoft assured that the ultimate goal must be “to use AI to change tangible results in people, communities, countries and industries.” Otherwise, “none of this makes sense.” Tokens as a new global currency. Nadella mentioned in the conversation the “tokens” as the new currency among big technology companies. In this area, tokens are the basic processing units that users of AI models purchase to execute tasks. According to the CEO, “GDP growth anywhere will be directly correlated” with the cost of energy used in AI. In this way, Nadella says between the lines that if a country can produce tokens more cheaply, it will have a competitive advantage. The medical example. Among the specific applications that Nadella sees as valuable is the use of AI in the healthcare sector. He mentioned doctors who can spend more time with their patients while AI transcribes consultations, enters data into medical records systems and assigns correct billing codes. The risk of bubble. Nadella also addressed growing warnings about a possible AI bubble. For him, it will only be a bubble if everything remains in partnerships between technology companies and infrastructure spending. “A telltale sign that it’s a bubble would be if all we talk about are tech companies,” pointed out in his conversation with Larry Fink, CEO of BlackRock. The executive was confident that AI will “bend the productivity curve” and bring global economic growth, not just driven by capital expenditures. Mass adoption necessary. Microsoft’s CEO also insists that companies must start using AI on a large scale, describing it as a “cognitive amplifier” that grants “access to infinite minds.” It calls for workers to develop AI skills, similar to “how they master Excel to improve their employability.” Microsoft plans to invest 80 billion dollars in building AI data centers, with 50% of that spending outside the United States. Cover image | İsmail Enes Ayhan and World Economic Forum In Xataka | Europe is discovering right now that the US is not the partner it thought. And that is a problem in AI.

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