energy

We have been avoiding the definitive energy crisis for months. Iran’s missile at Qatar’s largest gas plant threatens to detonate it

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We had been holding our breath for weeks, assuming the logistical tension in the Strait of Hormuz like the new normal. However, the war has crossed an irreversible red line. We have gone from a trade blockade to the physical destruction of the world’s energy engine, and the consequences are already being felt in the global economy. The impact has been immediate. The price of natural gas in Europe (the TTF reference contract) has shot up 35% in a matter of hours, resurrecting the worst ghosts of the Ukrainian crisis of 2022. The magnitude of the disaster is such that Susan Sakmar, a professor at the University of Houston, warns in Bloomberg that this attack could be “a turning point for the LNG sector, similar to the attack against Nord Stream or perhaps even worse”, as it is a sudden interruption with no signs of a short-term solution. The chronological climb. To understand how we got here we have to look at the chain of events of the last 48 hours. The original trigger, as revealed The Wall Street Journalwas an attack by Israel against the South Pars field, the jewel in the crown of the Iranian energy industry, with the aim of suffocating the sources of financing for the Revolutionary Guard. And it is not just any objective. The analyst Joaquín Coronado emphasizes that South Paris (shared with Qatar, where it is called North Dome) is the largest natural gas field in the world, hosting 10% of global reserves. 70% of Iranian domestic consumption gas comes from there and generates 80% of the Qatari State’s income. A withering response from Tehran. As pointed out Financial TimesIran launched ballistic missiles against the giant Ras Laffan industrial complex in Qatar, the largest liquefied natural gas (LNG) facility in the world and home to key infrastructure such as Shell’s Pearl GTL plant. State-owned company QatarEnergy confirmed “extensive damage” and fires at its facilities. Panic spread throughout the Persian Gulf. According to Reutersthe Iranian Revolutionary Guard issued public evacuation orders, declaring vital energy facilities in Saudi Arabia (such as the Samref refinery and the Jubail complex), the United Arab Emirates (the Al Hosn gas field) and Qatar as “legitimate targets.” Shortly afterward, Riyadh intercepted missiles aimed at the Saudi capital. The market has felt the blow. Oil prices have gone crazy. As detailed oil price, a barrel of Brent surpassing the barrier of 110-113 dollars, which represents an increase of almost 60% in this month of March. However, the real problem goes beyond the daily price. Martin Senior, of Argus Media, warns of a “new level of impact”. It is no longer just about the logistical closure of the Strait of Hormuz (through which 20% of the world’s oil passes); The problem is that the time to repair these destroyed facilities could last much longer than the war itself. And the worst omens already have figures. As has revealed exclusively in Reuters CEO of QatarEnergy, the Iranian attack has knocked out 17% of the country’s LNG capacity for a period that could last up to five years. The domino effect. This situation is taking third countries on their way. As explained CrownedIraq has suddenly lost 3,100 megawatts of electricity due to the Iranian supply cut, while Türkiye will be forced to compete fiercely for emergency LNG shipments. In Europe, the panic is evident: the bulletin Europe Express of the Financial Times reveals that war has blown up the EU leaders’ summit in Brussels, where debate on how to improve competitiveness has been completely overshadowed by fear of energy bills and domestic pressure on the emissions trading system. Geopolitics to the limit. Diplomacy appears broken and America’s allies are losing patience. According to the Wall Street JournalArab governments are “furious” because they feel that the US and Israel strategy has put a target on their backs. For its part, Al Jazeera includes the statements of the Saudi Foreign MinisterPrince Faisal bin Farhan, who has warned Iran that the Gulf’s patience “is not unlimited” and they reserve the right to take military action. Qatar, for its part, has expelled the Iranian diplomats, giving them 24 hours to leave the country. In the midst of this chaos, Washington’s role is erratic. President Donald Trump went to social media to deny prior knowledge of the Israeli attack on South Paris. However, how to collect WSJ, Trump issued an ultimatum to Tehran: if it attacks Qatar again, the US will “massively blow up the entire” Iranian oilfield. Faced with rising prices, the White House is seeking desperate measures. The column of Javier Blas in Bloomberg reveals a controversial plan of the US Treasury: to intervene directly in the financial markets by betting on the downside (shorting) in oil futures to artificially make gasoline cheaper before the elections. An idea that experts such as the CEO of CME Group describe as a “biblical disaster” that would destroy confidence in the free market. The peripheral context. To get the full picture, you have to look beyond the explosions. Verisk Maplecroft Analyst warn in Reuters that the greatest danger right now is that the attacks will extend to Saudi Arabia’s East-West pipeline or to Red Sea ports. These were the only viable alternative routes to avoid the blockade of the Strait of Hormuz, through which 20% of the world’s oil normally transits. In an attempt to cushion the blow domestically, the Trump administration has temporarily suspended the century-old Jones Act (Jones Act) for 60 days, allowing foreign-flagged ships to transport oil and gas between US ports to reduce costs. The dead end. The panorama is bleak. As they reflect on Five Daysthe apparent lightness with which this conflict has developed has dragged us into a dead end. Iran has shown that it does not need to win a conventional war; It is enough for him to set the energetic heart of the planet on fire. Even if a ceasefire were signed tomorrow and ships sailed freely through the Strait of … Read more

Spain has the cheapest wholesale energy in Europe in the midst of the Hormuz crisis

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The outbreak of war in Iran on February 28 and the subsequent closure of the Strait of Hormuz have plunged the world, overnight, into an energy crisis of alarming proportions. In the midst of this global chaos, a European country is resisting the challenge much better than its neighbors: Spain. A shield in front of the market. To understand why electricity in Spain has not become more expensive at the same rate as in the rest of the continent, it is essential to look at how the electricity market works. The European system is “marginalist”meaning that the most expensive technology needed to meet the demand for a given day (usually gas) is what dictates the final price of all electricity. The day after the start of the conflict in the Middle East, the price of gas rose by 55%, according to Euronews. However, the impact on Spanish bills is being cushioned, thanks to the fact that the share of clean energy in the country’s generation mix already exceeds 60%. Since 2019, Spain has added more than 40 GW of renewable capacity, doubling its wind and solar farms. Added to this structural deployment is a key seasonal factor: a solid spring “hydraulic cushion”, with the reservoirs located at 82.6% of their capacity. The data of the Iberian exception. The x-ray of the European wholesale markets, reflected in the records of Energy-chartsconfirms this gap in a very visual way: The Spanish daytime miracle: Spain’s graphics during February and March They show almost absolute dominance of renewable generation and hydraulic pumping. This massive injection sinks prices from 11:00 a.m. to 6:00 p.m., becoming free, or even registering negative prices, because many plants find it more profitable to bid at zero price than to assume the very high costs of stopping and restarting their machines. The fossil condemnation of Germany and Italy: The European contrast is devastating and explains the asymmetric impact of the war. German market data for the same period reveal a heavy dependence on non-renewable sources, illustrated by a thick gray strip of fossil generation that sustains their system. The case of Italy is even more illustrative about the dangers of depending on foreign gas: its graphs show a huge constant load of non-renewable generation, which condemns the transalpine country to maintain a systematically high and flat price curve throughout the day. The “green shield” night fissure: However, we are not invulnerable. As analyst Antonio Aceituno, from the consulting firm Tempos Energía, warns, in Europa Pressthe Spanish balance is broken when evening falls. When the sun disappears, gas combined cycles begin to cover demand, returning tension to prices. This explains why in March the monthly average It woke up abruptly to 64.05 euros/MWh, with nighttime peaks of up to 247.15 euros/MWh. It is empirical proof that, no massive batteries to save the sunat eight in the afternoon we are still at the mercy of what happens in the Strait of Hormuz. Furthermore, time is against us. Antonio The Tempos Energía analyst warns that our precious “hydraulic shield” could begin to give way at the beginning of summer if the conflict becomes entrenched. In the worst case scenario, the June bill could jump above 100 euros per MWh, reaching the feared 120 euros between July and August. A halfway transition. The current energy crisis has left an irrefutable lesson: renewables are our best social shield. The deployment of recent years has prevented Spain from suffering the same financial drowning as its neighbors. As energy financing expert Gerard Reid reflects, in Euronewsit is preferable to depend on China to import a solar panel once every 25 years, than to depend on oil and gas from the Persian Gulf every day. But the transition is painfully incomplete. As long as lack of storage forces us to turn on gas plants when the sun sets, our pockets will continue to be hostage to global volatility. Whether due to a military drone over the Strait of Hormuz or due to political retaliation in the Oval Office, Spain’s true energy independence will not come until we are able to massively save the sun and wind that we have left over. Image | Photo by Alexis Presa on Unsplash and Photo by Jakub Zerdzicki on Unsplash Xataka | Skyscrapers are full of glass, so some Spanish researchers have had an idea: let them serve as “solar panels”

The emptied rural Spain has been revealed as the great energy engine of the State

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Spain is a State full of contrasts. At a demographic level, the population density is concentrated in Madrid and coastal cities, that is, 30% of the territory concentrates 90% of the people. It is “tight Spain.” The rest, approximately five million people, occupy 70% of the territory, in the interior of the peninsula. More people consume more resources, which puts two realities on the table: Madrid consumes more and generates less energy than anyone else and that emptied Spain is the energy engine of the State, as the report summarizes “The energy transition in the Spanish rural environment” prepared by Monitor Deloitte. The most striking fact: 84% of renewable energy generation comes from rural environments. Context. In the collective imagination we associate energy production with large nuclear or fossil fuel installations, but nothing is further from current reality. Spain is carrying out an energy transition collected in the National Integrated Energy and Climate Plan with the objective of reaching 81% electricity generation from renewables. And it’s on the right track: the report of the Spanish Electrical System of Red Eléctrica for 2023 It showed that it had already exceeded the 50% quota. At specific moments, has reached 100% supply. Listing renewable sources by their importance, we find wind energy prominently, followed by photovoltaic and hydraulic energy. Where. In rural territory, in that sparsely populated place where natural resources and space abound. The report highlights regions such as Castilla-La Mancha, Castilla y León and Aragón as hubs precisely because of their availability of soil and climatic resources (radiation and wind). Why is it important. Because the State needs that emptied Spain and its resources to successfully carry out its energy transition. Without that territory or its available resources, there is no decarbonization or energy sovereignty. Obviously a paradox occurs: that the most populated places are those that produce the least energy and vice versa, which generates a territorial imbalance. However, this deployment of infrastructure can become an opportunity to promote local employment and thus establish the population. Finally, agrivoltaics is revealed as a way to modernize the agricultural sector, making it possible to make cultivation for food compatible with energy supply, all on the same soil. In figures. In addition to this substantial share of 84% of renewable energy from rural areas, the report reveals other interesting figures: There are 15 provinces with critical population density (

The rain in Seville is wonderful and now it is also converted into energy with the new CSIC solar panels

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If there is a renewable energy that has emerged in recent years, it is solar, as can be seen in this graph of the International Energy Agency. However, solar energy still has its limitations: it requires space (hence there are projects in lakes and in the open sea) and of course, it depends on whether there is sun. Yes, putting batteries can cushion that irregular supply (here Spain is a powerhouse), but a research team from the University of Seville with the CSIC has given a twist to classic photovoltaic panels and now can generate electricity with rain. Context. Solar panels lose effectiveness when full sun does not fall on them, either because there are clouds or it rains. Therefore, the ideal scenario is midday on a sunny day, but spoiler: this happens less times than you need to plug something in. Not to mention devices that need continuous and autonomous energy supply, no matter what happens in the electrical grid. The battery option allows us to satisfy the supply on demand and although now They are at their minimum pricestill involves purchasing another component, considering its useful life and its management as waste. The invention. As explains the CSIChave developed a hybrid device that allows capturing energy from both the sun and rain, and also doing so at the same time. As? With a sheet thinner than a human hair (100 nanometers) superimposed on the solar cells. It works on two fronts at the same time: on the one hand as a protective encapsulant for perovskite solar cells, improving their durability in adverse conditions. On the other hand, as a triboelectric nanogenerator: it converts the impact of raindrops into electricity due to friction. Thus, it is capable of producing up to 110 volts, enough to light LEDs or power sensors. Why is it important. Because if this technology is commercialized, it will open the doors for completely autonomous electronic devices to function without batteries or plugs. This is the case of the implementation of IoT outdoors or in remote areas without access to the electrical grid. It serves as an example of use in applications in rural infrastructure or agriculture, such as environmental sensors, weather stations, urban signage or auxiliary lighting. The innovation is not only generating energy from rain, but integrating it all into a single thin layer that solves the main Achilles heel of perovskite: its environmental degradation. In fact, science had already proven with taurine from octopuses. How have they done it. To carry out this device, they used plasma technology to deposit plasma technology in a similar way to that implemented in mobile screens. For the base, perovskite cells, a material with better efficiency and lower cost than traditional silicon, but fragile under conditions such as humidity. The use of triboelectric materials is not new: a research team from the University of Hong Kong a few years ago something similar occurred to him: the generation of electricity by the simple friction of droplets upon impact, such as static electricity generated by rubbing a balloon. Yes, but. Although technically speaking they have generated electricity, the reality is that it is high voltage but low intensity, which in practice is not even useful for charging a mobile phone. And although the perovskite is reinforced with this sheet, in the long term it is still less durable than silicon, so it still has pending issues. Likewise, there remains the great challenge of leaving the laboratory and validating these experiments in real environments. If production can be scaled to an industrial level, another challenge would arise: keeping costs low. In Xataka | Europe produces more clean electricity than fossil electricity for the first time. The hard part starts now In Xataka | Solar panels have an invisible and very brief moment in which they do not work. And solving it is key to your future Cover | Lara John

energy and data centers

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When talking about Iran’s weapons, missiles are often mentioned. However, a fundamental leg of the country’s war machine is that of kamikaze drones. He Shahed-136 introduced in 2020, known as “loitering ammunition“, has been Iran’s strategic spearhead in the Middle East for years. Also a weapon that Russia has used in the Ukrainian war. After the beginning of the war against the United States and IsraelIran has directed these drones against its enemies. Not against bases, but against the two pillars that can do the most damage to the West. Energy and data centers. The drones. Since the Ukrainian war began, drones have proven to be the most fearsome weapon. There are more homemade ones, there are more sophisticated ones, but they all have something in common: power to destroythey can be operated at a good distance, they are very cheap, it is difficult to intercept them and the most advanced ones can be launched in swarms without risks for the operators. But Shahed’s drones are not like a street DJI with explosives: they are drones with a range of up to 2,000 kilometers that are ideal for attacking very effectively. The key is in the price: they are thrown a lot and, even if many are intercepted, the cost of that interception is extremely favorable for the attacker. It is estimated that a drone costs about $20,000 while a interceptor missile The average is between 300,000 and 400,000 dollars. That relationship is making even the US is using them. Ras Tanura. And it is these drones, and their variants, that Iran is using to attack critical infrastructure. Because they don’t have to hit the targets directly: they just need to land nearby or with the simple threat that they can reach that key infrastructure. We have an example in Ras Tanura. It is one of the largest oil refineries in the world that had to close its doors last Monday. Aramco (the owner) made the decision after debris from intercepted drones fell near the facilities in Saudi Arabia. This caused a crisis in the crude oil market, with the barrel rising in price meteorically and with a lot of Overcrowded cargo ships in the Strait of Hormuz. Data centers. But if power is critical, in the age of AI, data centers have also become a vital infrastructure. That is why these facilities are also in the crosshairs of an Iran that attackeddirectly, two installations of Amazon Web Services, or AWS, on March 1 and 2. AWS presence These are two data centers in the United Arab Emirates, while another Amazon facility in Bahrain also suffered some damage from a third attack. And specifically, computing on EC2 and cloud storage on both S3 and DynamoDB began to experience high error rates. Amazon itself confirmed that “these attacks have caused structural damage, disrupted power to our infrastructure, and, in some cases, required fire suppression activities.” They point out that the water damaged part of the equipment and, as a consequence, their clients should migrate their workload to servers in other parts of the world because the recovery “will be prolonged.” Market with anxiety. This has impacted the market, of course. If in the energy and crude oil segment it is evident that stopping a plant that ‘produces’ 550,000 barrels a day and cutting off a transit area through which passes 20% of the world’s oil has its consequences, which data centers becoming a target has also shaken the market. Major companies related to AI, semiconductors and storage suffered the consequences this past Monday/Tuesday/Wednesday. NVIDIA, Micron, Western Digital, ASML, Applied Materials, SK Hynix and Samsung traded lower on the worst day in recent months. It is not known if components can continue to be transported at the high rate we had if two of the busiest container shipping corridors of the planet suffer an alteration in traffic. But don’t worry, they are already recovering so that the AI wheel keep turning in any way. Images | Goal, Tasnim News Agency In Xataka | Ukraine has shown that wars are no longer won with tanks. They are earned with something that Spain has in its hands: PAMOV

Delaying the closure of a single plant forces us to redesign the entire energy map of Spain

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Right in the middle of a relentless political and business battle to extend the life of the Spanish atomic park, the harsh reality of the market has imposed itself. While top executives discuss the long-term future, the present has hit the table: the owner of the Almaraz II nuclear power plant notified the Nuclear Safety Council (CSN) of an unscheduled shutdown of its reactor and its decoupling from the electrical grid. The alarms did not go off due to a security problem. In fact, the incident was classified as level 0 (no significance for security) on the international INES scale, to which we have had access. The real reason was purely economic and motivated by causes related to the electricity market. As explained The Extremadura Newspaper, The recent succession of storms triggered renewable production —sinking electricity prices— which, added to an “unaffordable tax burden” that represents more than 75% of its variable costs, made it completely unfeasible to keep the reactor on. The recent pulse: from disconnection to extension This disconnection collides head-on with the intense corporate movements of recent weeks. At the end of October, Iberdrola, Endesa and Naturgy presented to the Executive a formal request to postpone until June 2030 the closure of Almaraz, whose two reactors were scheduled to be disconnected for 2027 and 2028. But the ambition of the sector does not stop in Cáceres. According to Five Daysthe president of Iberdrola, Ignacio Sánchez Galán, has confirmed that they will request the expansion of other plants in the future, ensuring that “most of them can reach 60 and even 80 years.” This position is supported by technical and logistical arguments from the industry. As detailed in The Economistthe CEO of Endesa, José Bogas, aspires to prolong “in round numbers about 10 more years” the entire Spanish nuclear park. Bogas argues that it does not make logistical sense to proceed with the complex dismantling of two groups of the same plant on different dates (2027 and 2028). Meanwhile, the CSN is already analyzing the documentation to issue its mandatory report, foreseeably in summer, as reported in a press release from the regulator itself. The possible extension of Almaraz has opened a huge gap between two irreconcilable visions of the energy transition. In the block of those who defend extending atomic life, economic and labor arguments set the pace. According to the statements of Ignacio Sánchez Galán collected by Vozpópulinuclear power plants are a key element in reducing the price of electricity. In fact, the president of Iberdrola recalls that European countries that lack this type of energy, such as Italy and Germany, pay “about 20 euros more” per megawatt hour for electricity compared to Spain and France. Added to this defense of competitiveness is the warning about the direct impact on the final consumer’s pocket. A recent report from the OBS Business School alert that if Almaraz closesthe inevitable dependence on gas would increase the electricity bill by around 23% for households – between 150 and 250 euros more per year – and up to 35% for industry. Beyond the receipt, there is the territorial factor. The College of Industrial Engineers, in statements to The Energy Newspaperremember that this plant not only generates 7% of the electricity in all of Spain, complying with the highest international safety standards (WANO 1), but is also a vital economic engine to sustain 4,000 direct and indirect jobs that stop depopulation in the region. However, against this position stands a solid wall of detractors who see the extension as an imminent danger for the green transition. A joint investigation by the Rey Juan Carlos University (URJC) and the Polytechnic University of Catalonia (UPC), prepared on behalf of Greenpeaceconcludes that extending Almaraz for just three years would mean “momentary relief, structural damage.” Researchers calculate that this decision would cost consumers a cumulative extra cost of 3,831 million euros between now and 2033 and would stop up to 26,129 million euros in investments destined for new clean energies. From Greenpeace they also point to the so-called “plug effect”: since nuclear is an inflexible technology that produces fixed gear regardless of demand, it often forces us to disconnect or waste renewable energy—free and clean—in times of high sun or wind. This situation generates a climate of enormous concern in the green sector. In an interview with InfoLibrePedro Fresco, general director of the Valencian renewable employer association Avaesen, warns that granting a “mini-extension” of three years would be the worst possible scenario. In his opinion, this movement would send a message of total uncertainty to investors, threatening to stop the development of future renewable projects in its tracks. The “Domino Effect”: rewriting the energy map The true background of this battle is that Almaraz is not an isolated piece. As several experts warn he Vigo Lighthouse and andl Newspaper of Extremaduradelaying the closure of the Cáceres plant would unleash an unstoppable “domino effect” throughout the national territory. If Almaraz is delayed to 2030, its closure would coincide in time with that of Ascó I (Tarragona) and Cofrentes (Valencia). The electricity companies assume that the Government would also have to postpone these closures to avoid overlapping the gigantic and complex work of dismantling four reactors simultaneously. This would also force the closures of Ascó II, Vandellós II and Trillo to be pushed well beyond 2035, blowing up the current National Integrated Energy and Climate Plan (PNIEC). The final decision is in the hands of the Executive, which for the moment maintains its position. The Government has marked three non-negotiable red lines to accept any change: that it guarantees radiological safety, security of supply and, above all, that it does not cost consumers an extra euro or imply tax reductions for electricity companies. And this is where the circle closes. As Galán insists on Vozpópulithe plants bear an enormous tax burden of “30-35 euros per megawatt hour.” Without a tax reduction, electricity companies threaten economic viability; but without profitability, it is the market itself that, as … Read more

the great paradox of Spanish energy

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The Spanish energy market has broken into two halves that seem to have no relationship with each other. On the one hand, the trench of the retail market—direct sales to consumers—has become a scenario of continuous attrition where historical giants are bleeding customers at an unprecedented rate. On the other hand, the boardrooms of these same corporations celebrate the highest profits in their entire history. How is it possible to make more money than ever by losing hundreds of thousands of customers? The answer defines the new paradigm of the sector: large electricity companies are ceasing to be “light sellers” to consolidate themselves as managers of colossal infrastructures. The real business is no longer in fighting the average citizen’s monthly bill, but in controlling the cables, regulated assets and energy demanded by the new technological giants. The bleeding of the 1.3 million contracts. The closing figures for 2025 draw a historic leak. As detailed The IndependentIberdrola and Endesa suffered an “unprecedented fall”, jointly losing almost 1.3 million customers (1,279 million exactly) in the electricity and gas markets. Endesa left 645,000 contracts behind, while Iberdrola lost 634,000. The attitude of companies towards this flight of users is radically different. The president of Iberdrola, Ignacio Sánchez Galán, downplayed to the matter during the presentation of results, calling it “normal rotation” and boasting of the “enormous loyalty” of its hard core of users. On the other side of the coin, Endesa yes it has set off the alarms: has announced an injection of 900 million euros until 2028 with the urgent objective of recovering half a million customers, even relying on strategic alliances such as the recent purchase of Masorange’s energy business. The feast of alternative firms. In the last year, an absolute mobility record was broken, more than 7.25 million changes of marketer. In other words, almost one in four Spaniards decided to change their rate. The big winners of this stampede have been companies like Octopus Energy, the MásMóvil group and, most especially, Repsol. The oil company has already established itself as the fourth electricity operator in the country, exceeding 2.1 million customers and taking market share directly from traditional electricity companies. The model breaks, but the box is full. Any traditional economics textbook would say that losing more than a million customers is a financial catastrophe. However, the balance sheets say the opposite. How to publish Five DaysIberdrola pulverized its brands by earning 6,285 million euros in 2025 (12% more than the previous year), while Endesa reached 2,351 million (18% more). The secret of this paradox explains it perfectly The Mail When analyzing Iberdrola’s accounts: the net benefits that come from the management of distribution networks skyrocketed by a brutal 77%, while the contribution of the energy generation business fell by 27%. In simple words, they earn less by selling electricity to the end customer, but they earn much more by charging the regulated “toll” for using their cables, especially in markets with very attractive legislation such as the United States and the United Kingdom, which already account for 60% of their investments. The future runs through the cables. Electricity companies are going to stop obsessing about installing solar panels at any price to focus on the sockets and transmission highways. Endesa will invest a record figure of 10.6 billion until 2028, allocating more than half (52%) exclusively to electricity networks. Simultaneously, it will put the brakes on renewable energy, cutting its investment by 20% due to the “cannibalization” (plunging prices) that solar energy suffers during peak production hours. Iberdrola follows the same path: 62% of its gigantic investments last year went to the networks. The other great vector: data centers. Endesa already has some 3,000 MW of capacity ready to feed these insatiable technological infrastructures, highlighting its hybrid macroproject in Pego (Portugal). All of this will require a much more robust national backbone; Therefore, Redeia (parent company of Red Eléctrica) will skyrocket your investments 70%, injecting 6,000 million into the high-voltage transmission network to support this technological boom and the electrification of the country. Furthermore, this scenario comes with strong pressure of both companies for extending the useful life of Spanish nuclear plants, such as Almaraz, defending that they can operate safely up to 80 years to guarantee cheap and stable base energy that the system urgently needs. Network saturation and market clearing. The regulatory context explains many of these operational decisions. Spain faces a monumental bureaucratic funnel: 83.4% of electricity distribution nodes They are administratively saturatedwhich keeps 130 GW of renewable energy locked in, even though the grid is physically underutilized. To avoid the collapse of reindustrialization, the CNMC is designing new “flexible access permits” that will change the rules of the game. At the same time, the bottom of the market pyramid is undergoing a silent purge. The Government started a few months ago a historic cleanup of the “ghost marketers.” Of the more than 900 firms registered in Spain, only 416 had real activity. The Ministry for the Ecological Transition has already begun to disable inactive or delinquent companies, transferring their clients to avoid systemic risks and clean up a hypertrophied market. The definitive metamorphosis. The traditional electricity bill is no longer the main battlefield for the great energy totems. While they gladly cede – or out of pure wear and tear – the exhausting hand-to-hand combat of the retail market to independent marketers and oil companies in the midst of a green conversion, Iberdrola and Endesa have ascended to a much safer, more profitable and macroscopic ecosystem. They have understood that the future does not belong to whoever sells electricity to the final consumer, but to whoever owns the highways on which, inevitably, all that energy will have to circulate. Image | freepik and Alex Quezada Xataka | Spain has a giant problem: its electrical network claims to be “full” when in reality it is underused

This is the plan to keep our energy cheaper

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Fifty megawatts. That is all the power in batteries that Spain managed to connect to its electrical network in the last three full years from 2023 to 2025. However, in an unprecedented twist of the script, only in the 31 days of January 2026 did the sector has plugged in more than 57 megawatts. It’s not an anecdote, it’s the starting signal. After years of administrative paralysis and debates about how to manage the flood of green energy, the energy storage sector in Spain has begun to wake up. With the aim of reaching 22.5 GW of storage capacity in 2030 marked by the National Integrated Energy and Climate Plan (PNIEC), the country faces what is probably the largest structural transformation of its electrical system in decades. Nature’s warning. The Spanish electrical system has just gone through a monumental stress test. As we have been documenting in Xataka during the last weeksthe concatenation of Atlantic storms and historic wind production pushed water reserves to record levels and sank the wholesale price for dozens of hours, even into negative territory. The oversupply was such that nuclear plants like Trillo They stopped operating when they were not married in the market. Beyond the meteorological anecdote, the episode exposed a structural failure: Spain has the capacity to generate enormous quantities of clean and cheap electricity, but it lacks enough “electronic reservoirs” to move that energy over time. The result is renewable waste, zero prices and a system forced to absorb surpluses at any cost. The transition no longer depends only on installing more green megawatts. It depends on knowing how to manage them. The numbers reveal the magnitude of the moment. At the end of January, Spain had less than 100 MW of operational batteries, but more than 11,600 MW with access permission granted and almost 14,000 MW in processing, according to the latest APPA Renovables report. More than 25,000 MW on the exit ramp. The technology and investors are ready. The only obstacle left to overcome is a regulatory framework that seems stuck in the past. The clash against the 20th century. The barrier is not technical, but bureaucratic. José Carlos Díaz Lacaci, CEO of SotySolar, explains it clearly in statements to Xataka: “The problem is not technical/technological, it is that a regulation from the 20th century continues to be applied that understands the battery as a final consumer, when in reality it is an asset of system flexibility.” Currently, the regulations treat the charging of a giant battery as if it were the consumption of a factory. “Or what is the same: we are applying rules of a one-way highway when what is needed is bidirectionality on that road and regulation by traffic lights,” illustrates the SotySolar spokesperson. The frustration in the sector is palpable. A battery does not “consume” electricity in the classic sense: it moves it over time to return it when the system needs it. However, you are required to have firm demand access as if you were an end user. As long as there is no specific regulatory figure for storage – with its own framework of tolls, access and remuneration – the deployment will continue to advance, but without the industrial scale required by the PNIEC. The paradox is that the market already behaves as if that figure existed. Operational data shows that the batteries charge during hours of solar surplus and discharge during peak demand naturally. “The regulator knows perfectly well what the graphs say,” says Díaz Lacaci. “It is not a question of whether it works, but of giving it legal certainty.” Two ways to a big stack. To absorb this renewable avalanche, Spain has to activate its two large storage lungs. On the one hand, large-scale batteries (BESS) offer a response in milliseconds and allow the grid to be stabilized with a precision that no other technology matches. And the queue of projects is historic. According to APPA dataIn addition to the more than 25,000 MW in permits and processing, there are 92,620 MW of demand access requests in the transmission network, much of them linked to storage facilities. It is an unmistakable sign of investment appetite. The international context reinforces the thesis. Spain It is the second country in the world in battery storage projects for the electrical grid, only behind the United States, with 16,000 MW planned until 2030 and an estimated volume of 2,000 million euros in development. However, the current business model remains fragile. Without a capacity market that rewards the constant availability of these assets – and not just energy sold punctually – the viability of large-scale financing is complicated, leaving many of these projects waiting for a clear framework. The muscle of hydraulic pumping. On the other hand, the other lung is hydraulic pumping. Reversible reservoirs act as the country’s heavy battery, Spain has around 6 GW of installed capacity and the PNIEC plans to reach around 10 GW of seasonal storage in 2030. In times of overproduction and plunging prices, these plants use cheap electricity to lift water to a higher reservoir and store it as potential energy. In January 2026 alone, pumping consumption exceeded 771,400 MWh in the national system, according to data from Red Eléctrica. However, its expansion is not guaranteed either. As Antonio Hernández, partner at EY, explains, in statements collected by Expansionachieving the objectives will require approving capacity markets adapted to pumping, reducing the tax burden and establishing hydraulic concessions with sufficient horizons to recover the investment. The risk of capital flight. Time plays against us. Today, the business model for batteries in Spain is complex. They live on “highly specialized niches” in adjustment services, a scheme that is “profitable as artisanal projects”, but which is “unsustainable for the industrialization of storage”, warns the CEO of SotySolar. This regulatory limbo has a real cost. “Regulatory uncertainty always penalizes, and capital, indeed, is very sensitive to that factor,” warns Díaz Lacaci. The industry is aware that international funds are already freezing projects … Read more

AI consumes obscene amounts of energy. Sam Altman compares it to the cost of “training” humans

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OpenAI CEO Sam Altman participated in an event organized by The Indian Express. During the interview made some striking statements, but the greatest of all of them was the one he dedicated to talking about what it costs to train an AI model. In fact, he complained about how many of ChatGPT’s energy consumption discussions they are unfair. Training humans also consumes a lot. The interviewer asked Altman about ChatGPT’s energy consumption and Sam Altman took a few seconds to answer the question, and then made a peculiar comparison (my bold): One of the things that is always unfair in this comparison is that it talks about how much energy it takes to train an AI model compared to what it costs a human to perform an inference query. But it also takes a lot of energy to train a human. It takes about 20 years of life and all the food you eat during that time before you become intelligent. And not only that, it took the widespread evolution of the hundred billion people who have lived and learned not to be eaten by predators and to understand science and so on to create you. The fair comparison is if you ask ChatGPT, how much energy does it take once their model is trained to answer that question compared to a human? And AI has probably already caught up in terms of energy efficiency if we measure it that way. A previous Epoch AI study corroborates that energy consumption during inference (when we actually use ChatGPT, for example) is low. Source: Epoch AI. Training is one thing, inference another.. The answer may be controversial, but to a certain extent it is logical: learning, both in the case of humans and AI, takes time and consumes many resources, but that cost is one thing and the cost of inference, of “applying that training”, is another. Once we have learned, it is not too difficult to answer things. This is what Altman is trying to point out here, who recognizes that AI does indeed consume a lot of energy in training, but that it has then become very efficient in the inference phase, when we actually use ChatGPT. The problem is that although Altman has already spoken that in inference consumption is minimal, does not provide evidence of this. The water problem is no longer a problem. He also spoke about the controversial water consumption that was theoretically carried out in large AI data centers. Although he acknowledged that this was a problem when “we used to use evaporative cooling in data centers.” Now, however, “we don’t do that,” he recalled, and made it clear that those accusations that “ChatGPT uses 17 gallons per query, or whatever” is totally false, “totally crazy, it has no connection with reality.” But again, there is still no official data from AI companies in this section. How much does AI really consume? The truth is that at this point we still do not have really clear data on how much the AI ​​consumes both in the training phase and in the inference phase. There are those who have investigated energy and water consumption and have made a mistake. wildly exaggerating the databut for example in the US, where a large number of data centers are concentrated, there is no legislation that forces transparency with those figures. Increasingly more efficient models and data centers. One of the most interesting studies was the one made by Epoch AI in February 2025, and at that time it was also concluded that AI did not actually consume as much as it was said to consume. In fact, it consumed relatively little and the models have only improved in efficiency. Chips and cooling systems have also improved, and although data centers have certainly require enormous amounts of energywe continue blindly in this section. In Xataka | Spain has a plan to capture more data centers than anyone else: “shield” them from energy costs

Aragón produces so much energy that it no longer knows what to do with it. And that’s great news for data centers

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Aragon has always served as a great battery for the rest of the country, sending gigawatts to the industrial centers of Catalonia or the Basque Country, but now the script has changed. The community now has a “problem” that many would envy: it produces so much energy that it has attracted those who need it most. As if it were a magnet, the technological giants have landed in the Ebro valley to convert the region in what The Country already calls “Spanish Virginia”, in reference to the North American state with the highest concentration of data centers in the world. The x-ray of a bittersweet record. To understand the magnitude of the change, you have to look at the counter. According to the data collected by The Aragon Newspaperthe community once again broke its historical record for electricity production in 2025, reaching 22,365 gigawatt hours (GWh), 2.1% more than the previous year. However, this milestone hides an important small print: the record was not achieved thanks to the wind or the sun, since these fell by 4.8% due to the drought (which sank the hydraulics by 19.1%) and a less windy year. Here comes the bittersweet part, to compensate for the green decline and cover the gap left after the great blackout in April, the gas combined cycles increased their activity by 112.2%. But the data that really confirms the change of era is not how much is produced, but how much is spent. While electricity demand in Spain grew by a modest 2.7%, in Aragon internal consumption shot up by 7.1%, a figure that the provincial media describes as “true structural change” and that it attributes directly to the takeoff of the Amazon Web Services (AWS) complexes in Villanueva de Gállego, El Burgo and Huesca. The rain of millions (and megawatts) This energetic appetite is no coincidence; It is the fuel for an unprecedented investment. As we have explained in Xatakathe autonomous government has given the green light to the expansion of AWS, which contemplates an investment of 15.7 billion euros in a ten-year plan. It is not about building isolated ships, but about creating an “AWS Region” (Europe Spain), a system of eight campuses interconnected by fiber optics that function as a single operational unit protected against failures. But it’s not all servers and algorithms in the cloud. From the Herald have detailed that Amazon will not only save data, but will also build a server recycling factory in Aragon. With an additional investment of 200 million euros, this circular economy plant promises to create up to 1,100 direct jobs, a balloon of labor oxygen that goes beyond highly qualified technical profiles. Jam in the network and flight to Teruel. The Aragonese paradox is that, although there is plenty of energy, there are no “roads” to transport it. The electrical distribution network in the community is at its limit, with an occupancy of 94.3%well above the national average. There is electricity, but there are no free outlets for so much industry. This saturation in the Zaragoza logistics hub has caused an unexpected movement towards “emptied Spain.” As my colleague in XatakaGiven the impossibility of connecting in the capital, AWS has decided to take one of its new centers to La Puebla de Híjar, a town in Teruel with barely 900 inhabitants. The choice is strategic: the N-232 highway acts as the backbone and, there, the electrical grid has the capacity (100 MW guaranteed) to feed the beast. Side B: water and territory. Every revolution has a cost, and in this case it is measured in natural resources. Digital euphoria collides with the physical reality of a dry land. The alarms went off, as reported The Countrywhen Amazon requested to expand its water concession by 48% to cool its servers. The conflict is palpable on the ground, the Gaén irrigation community in Teruel keeps negotiations blockedrefusing to give up water from the Ebro if that compromises the agricultural future of the area. The most critical view brings it Ecologists in Action. Its renewable viewer warns that the deployment is not harmless: there are more than 12,000 hectares of authorized solar plants and thousands of wind turbines in the pipeline. The organization warns that, if all the data center projects in the portfolio are approved, their electrical consumption could reach five times the current demand of the entire community, turning the Aragonese landscape into a continuous industrial estate and drying up its water resources. The new balance. Aragón closed the year 2025 at a fascinating crossroads. How to conclude The Aragon Newspaperthe community continues to be surplus, but less and less. Electricity exports have fallen from 56% to 52% in just one year. The region has achieved what seemed impossible: from being a mere service station to becoming the engine of the digital economy. But the question that remains in the air, between million-dollar investment figures and environmental warnings, is whether the electricity grid and water resources will withstand the weight of being Europe’s hard drive. Image | freepik Xataka | Aragón is not afraid of AI: it has just approved three more new mega data centers in full commitment to renewables

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