grid

Spain had a completely saturated electrical grid. And then data centers arrived to blow it up even more

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Imagine a highway on which not a single vehicle can fit anymore. But the problem is not that there is a lack of asphalt, but that the cars do not know how to drive efficiently and keep kilometer-long safety distances. The Spanish electrical grid was exactly that. It had been operating for years at the limit of its administrative capacity, and suddenly, a convoy of trucks of industrial tonnage and voracious appetite has arrived at the access ramp: data centers. These megainfrastructures, pillars of artificial intelligence and the cloud, promise to water the economy of millions, but their brutal need for supply threatened to burst the seams of an already saturated electrical system. To avoid collapse and not let the reindustrialization train escape, the Government has had to react and radically change the technical rules of the game. Cascading capacity collapse. To understand the collapse we have to look at how our way of consuming energy has changed. The energy transition is profoundly reconfiguring the model throughout the national territory. Requests to connect to transportation and distribution networks have skyrocketed. In addition to the electrification of industry and renewable hydrogen, there is now massive consumption associated with data centers for artificial intelligence. The problem broke out when the National Markets and Competition Commission (CNMC) established a “dynamic criterion” to calculate how much access capacity was available in the areas shared by several network nodes. As detailed by the Ministry for the Ecological Transition and Demographic Challenge (MITECO) in his press releaseapplying this criterion means that a single access requested at a node can cause a “cascading effect that drains capacity in the rest of the nodes that share the area”, blocking requests from dozens of kilometers away. Basically, a large data center asks for passage and, automatically, the system administratively blocks neighboring nodes as a precaution, even if physically the cables have plenty of space. Investments in the air and the ghost of the blackout. The consequences of this traffic jam directly affect the real economy and national security. Real estate and industrial paralysis. The situation is so critical that, as we already mentioned in our previous coverage citing the Asprima employers’ associationlast year only 12% of connection requests for new urban developments were granted. There are 350,000 homes at risk simply due to lack of electrical power. The risk of an electrical “zero”. The Official State Gazette warns that the increase in installations that are not able to withstand “tension gaps” poses a very high risk. If there is a disturbance and these generators are massively disconnected, exchange flows are produced that are incompatible with Spain’s limited interconnections with Europe. As the diary recalls The Countrythe objective is to avoid at all costs a repeat of massive blackouts like the one suffered by the Iberian Peninsula on April 28, 2025. It is not enough to put more cables. In areas limited by this dynamic criterion, it is no longer possible to enable new capacity simply by investing money in reinforcing the network with “more copper.” The expert in the sector Joaquín Coronado sums it up perfectly: the demand must be 100% active; It must provide flexibility and commit to the stability of the system. The Government’s emergency surgery. To unclog this Gordian knot, the Government and regulators have launched a three-way shock plan: The new Royal Decree of MITECO. The Ministry has been brought to public hearing (until March 16) a standard that updates the technical requirements to connect to the network. The master key is that now it is required that the demands “withstand voltage gaps”, do not introduce adverse oscillations and maintain the quality of the wave. By forcing installations not to disconnect in the event of small disturbances, the number of nodes affected in shared areas is reduced. This simple technical measure could bring out 50% more capacity in about 900 knots of connection to the high-voltage network. The “flexible permits” of the CNMC. To put an end to the binary model (either I give you all the capacity or I deny it), the CNMC has proposed four new types of permits, as we already broke down in Xataka. These range from allowing consumption only in certain time slots, to “dynamic” permissions where the operator can remotely disconnect a data center if there is an emergency on the network. The “technical amnesty” for data giants. In parallel, the Ministry of Industry has been urgently removed the “off-peak” requirement. Previously, to receive aid, you had to consume at night, an absurdity for a data center (which operates 24/7) and for today’s Spain, where solar energy has brought down prices at midday. The citizen cost and the fine print. The Government’s maneuver not only responds to a national emergency, but also places Spain as a pioneer on the continent. The country is anticipating the update of the European network codes, deploying a battery of technical specifications simultaneously that is already considered a milestone worldwide, as detailed The Country. In this deployment, the new regulations also settle a historical debt with energy storage: batteries will finally have their own specific regulatory framework, no longer being administratively treated as simple “generation by analogy” facilities. However, this deep digitalization so that the network supports such a complex mode of operation will not come for free, and the bill for modernization will end up looming in the consumer’s pocket. Forecasts for 2026 They already estimate direct increases in citizen receipts, with a 4% increase in tolls and a not inconsiderable 10.5% in electricity system charges. And while citizens assume the technical cost, the data giants – recipients of this regulatory red carpet – prefer to remain cautious in the face of the eternal Spanish bureaucratic obstacle. The technology sector warns that a key piece of the puzzle is missing: If the Government does not expressly include the National Code of Economic Activity (CNAE) corresponding to “Data Processing” in the official list of sectors entitled to receive the million-dollar electro-intensive aid, all … Read more

its electrical grid claims to be “full” when in reality it is underutilized

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Spain is experiencing an obvious and costly energy paradox. While the country breaks renewable generation recordsits electrical system suffers an administrative “thrombosis” that threatens to stop reindustrialization. The problem is that the system works like a broken bridge: clean energy is born in the so-called “emptied Spain”, but there are not enough cables to take it to the cities and factories where consumption is concentrated. The panic in the sector reached its peak when the National Markets and Competition Commission (CNMC) was forced to postpone three months (from February 2 to May 4, 2026) the publication of the access capacity maps after a critical alert from Red Eléctrica: under the new security criteria, approximately 90% of the network nodes would appear in “red”, that is, with zero capacity. However, the network is not physically collapsed, but administratively “full” and underutilized in practice. To solve this funnel, the CNMC has put on the table a master plan that will change the rules of the game: flexible access permissions. The perfect storm. Getting to this point has not been the result of a single mistake, but rather a cocktail of bureaucratic slowness, territorial imbalances and speculation. As we have already advanced in Xataka, There is a huge gap between administrative times and physical execution: building a substation barely requires a year of work, but its prior processing can take between three and six years. Added to this is that we have installed windmills and solar panels where there is land and resources, but demand is growing in metropolitan areas that do not have sufficient infrastructure, leaving 83.4% of distribution nodes saturated currents. The consequences on the street are devastating. Last year only 12% of connection requests for new urban developments were granted, which, according to the Asprima employers’ associationputs the construction of 350,000 homes at risk due to the simple lack of electrical power. And in the midst of the chaos, the bubble: there are access requests for 67,100 MW (half of all the installed power in the country), which makes the regulator suspect the existence of “ghost” projects that hoard nodes only to resell the permits. The end of the binary model. Until now, the electrical system operated under a binary principle: either they gave you firm access, 100% guaranteed, or they denied it. However, as he noted on his social networks the Secretary of State for Energy, Joan Groizard, the current network is underused; In fact, a “smaller” network in the past supported demand peaks much higher than today. This is where the regulatory revolution comes in. The CNMC proposal breaks with the resounding “no” and establishes that, if there is residual capacity at certain times of the day or year, it can be shared. Flexible access capability assumes that supply will not be guaranteed at all hours of the year, maximizing the use of existing infrastructure without immediately resorting to massive investments that citizens would end up paying for. The four ways of flexibility. To articulate this new paradigm, the supporting report and the proposed resolution of the CNMC define four types of permits Flexible access, adapted to different needs: Permission Type 0 (Fixed pattern in Distribution): Applies to installations connected to any voltage level in the distribution network. It allows energy to be consumed following a fixed time pattern (for example, from 00:00 to 07:59 and from 11:00 to 17:59), which represents at least 62.5% of the hours of the year. Outside of these ranges, if the installation consumes power, the network manager (GRD) can disconnect it remotely without prior notice. It is ideal for those who can plan their production. Type 1 Permit (Remote disconnection due to contingency N-1): Designed for distribution installations with voltage greater than 36 kV. The installation meets the requirements under normal conditions (with an expected consumption of 90% of the year), but agrees to be disconnected remotely and without prior notice if any element fails in the substation itself to which it is connected. Type 2 Permit (Dynamic Instructions in Distribution): For voltages greater than 36 kV and powers greater than 1 MW. It is the most technologically advanced, the installation must be able to receive dynamic instructions from the GRD to reduce its load, whether scheduled the day before or in real time. Response times are critical: less than 30 minutes if it is preventive, or less than 3 minutes (immediate) if it is corrective. If you disobey, you will be disconnected. This model will come into force from January 1, 2028. Type 3 Permit (Transmission with automatic reduction): Aimed at demand installations of more than 1 MW connected directly to the transmission network. These facilities are required to participate in the Automatic Power Reduction System (SRAP). In the event of a security alert from the electrical system, the operator (OS) will send a signal and the installation must reduce the power associated with its flexible access to zero effectively and immediately. Winners, exceptions and the bill. This regulatory change has clear winners and some red lines. Storage facilities in demand mode are the perfect candidates, since, by law, they have no guarantee of supply and will have 7 months to request the modification of their permits. At the opposite extreme, the CNMC explicitly prohibits granting these accesses to essential supplies (such as hospitals), to demands that do not support 24 hours without a network, and to collective projects such as urban plans. Modernizing the network to support this “reinforced mode” of digitalized operation will have a direct economic impact. The forecasts for 2026 point to increases in citizen receipts of 4% in tolls and 10.5% in charges to finance system adjustments. For now, the clock is ticking: the public hearing process for agents to send their allegations to the CNMC proposal will end on March 20, 2026. Connect the future. Spain finds itself at an ironic and dangerous crossroads. The country has everything to be the great green battery of Europe, but the lack of cables and excess bureaucracy … Read more

NATO’s notice to shield our electrical grid

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The blackboard hanging behind the bar at Squat 17b, a venue in kyiv, does not list drink offerings, but instead keeps a countdown of the days Ukrainians must endure the harsh winter. Inside, the bar lacks electricity and is illuminated only by candles, while customers shiver on stools drinking beer cooled by the freezing temperatures themselves. This print, described by Financial Timesis the result of an exceptionally harsh winter, with temperatures reaching -20 degrees Celsius. What is emerging in Eastern Europe is a reality that some analysts They already describe how “thermal terror”: the cold turned into a weapon of war. Russia does not merely seek to degrade Ukrainian military capabilities; It deliberately targets substations, power plants and distribution networks to make everyday life physically unfeasible. Heating, electricity and water become strategic objectives. Away from the trenches, the front line has moved to the transformers and electrical substations. In the first weeks of the year, Russian forces They have attacked the Ukrainian energy sector more than 200 times. Russia has launched coordinated waves of up to 40 missiles and 400 drones in a single night, seeking to overwhelm air defense systems. Ukraine lost up to two-thirds of its electricity generation capacity after the first months of bombing. And yet, the infrastructure resists. The new frontier of sabotage Faced with the increase in physical and hybrid threats, the European electricity industry has begun to issue clear warnings. “The last year has shown us that continuing with the current model in Europe is no longer an option,” said Leonhard Birnbaum, president of Eurelectric, in statements collected by Euronews. For the sector, security of electricity supply It has become a strategic issue. At the end of December, Poland’s security systems they detected what his Government described as “the strongest attack against Polish energy infrastructure in years.” The Sandworm group—a unit linked to the Russian GRU—managed to disable remote terminal units (RTUs) at at least 30 energy facilities. These RTUs do not generate electricity, but they allow substations and plants to be monitored and controlled. The attack affected plants cogeneration and systems that connect wind and solar farms with the grid. To achieve this, they used a destructive malicious code known as wiperdesigned exclusively to delete files and permanently render computers unusable. Polish Prime Minister Donald Tusk warned thathad it been completely successful, half a million people would have been left without heat in the middle of winter. This use of a wiper marks a qualitative leap: Russia has gone from simple digital espionage to destructive sabotage against critical infrastructure of a NATO member country. Physical espionage is added to the cyber threat under the sea. The Russian spy ship Yantaroperated by the Russian Deep Sea Research Directorate (GUGI), traveled for almost 100 days through the waters of the Atlantic and the Mediterranean. Their goal was to map and monitor the undersea cables that Europe and North America depend on for their digital communications and energy. These types of covert operations in the “gray zone” seek to measure NATO’s red lines and open the door to possible power or communications outages to force political negotiations. How did we get here? As the historic American general Omar Bradley recalled: “Amateurs talk tactics, professionals talk logistics.” For any developed nation today, the most critical logistics system is its energy infrastructure. For decades, Europe built a deeply dependent on imported fossil fuels. Dependency became vulnerability. As he remembered Bloombergthe European Union paid almost €22 billion in Russian fossil fuel imports last year, more than it provided in direct financial support to Ukraine. Changing models has ceased to be a climate issue and has become a pure survival instinct. The old continent has proven that filling its territory with renewable sources and electrifying the economy builds a much more solid structural wall than the old addiction to foreign fossils. And the shield is already working. A look at the data collected by the think tank Agora Energiewende In his latest report, Europe’s energy security on the path to climate neutrality, reveals a brutal cushion: the simple deployment of wind and solar technology during the last five years (2019-2024) avoided having to buy and burn 92 billion cubic meters of gas. However, this transformation introduces new risks. Modern power grids are more digital, more interconnected and more decentralized. According to the same report Agora Energiewendethe challenge is no longer just to ensure fuel supply, but to guarantee network stability, cybersecurity and industrial resilience. More nodes mean more potential entry points for attacks. Added to this is the technological dimension. How to collect Euronewsbetween 70% and 80% of the solar inverters installed in Europe come from Chinese manufacturers such as Huawei or Sungrow. In a highly digitalized system, hardware control also potentially implies software control. Energy as defense policy Faced with this vulnerability, Europe is obliged to treat energy security as a defense policy de facto. A coalition of defense experts, including retired military leaders such as British Lieutenant General Richard Nugee and Dutch General Tom Middendorp, has urged European governments to count low-carbon energy spending against NATO’s target of allocating 1.5% of GDP to critical infrastructure and civil resilience. In statements collected by Guardianretired Lt. Gen. Richard Nugee said, “To have a strong military deterrent we need a resilient homeland. And low-carbon energy is a critical component.” According to Bloombergthis vision is gaining ground in the European strategic debate: the energy transition is no longer just climate policy; is security architecture. The tactical key to this new defense is decentralization. Unlike large centralized plants that are easy targets for missiles, wind turbines and solar panels are much more geographically dispersed, making them significantly less vulnerable to large-scale attacks. To sustain this new model, Euroelectric proposes three fundamental pillars: Better planning: Preparedness frameworks should span the entire value chain, include all energy carriers, and anticipate long-term external threats. Massive flexibility: It will be essential to deploy new storage and demand management technologies to complement the variability of renewable energies. … Read more

Russia’s elite GRU moves its war against Ukraine’s power grid to Polish soil

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Winter in Eastern Europe is not just a season; It’s a damage multiplier. As my colleague Miguel Jorge described wellwhat is emerging in the region is a ruthless reality dubbed “thermal terror.” In this scenario, extreme cold becomes a weapon of war designed to make civil infrastructure – heating, electricity, water – the cruelest target. The ultimate goal is not only to destroy military capacity, but to make daily life physically unviable. Under this logic of making daily life unviable to wear down the population, the Kremlin’s most feared cyberespionage group has decided to cross a dangerous border. 500,000 homes in the spotlight. As Poland prepared for the holidays, its security systems detected what Energy Minister Milosz Motyka called the “strongest attack against Polish energy infrastructure in years,” as reported by Reuters. The sabotage occurred on December 29 and 30 and was surgical. The targets were not chosen at random, but instead targeted two cogeneration plants and systems that connect renewable energy facilities — such as wind farms — to power grid operators. In other words, directly to the key nodes so that energy reaches homes. local media they collected the statements from Prime Minister Donald Tusk, who put figures at risk: if the attack had been successful, half a million people would have been left without heat in the middle of winter. Fortunately, as detailed in the press release of the Polish Governmentthe defenses worked. “At no time was critical infrastructure threatened,” said Tusk, although the incident has been treated with the utmost seriousness, mobilizing the special services to their full capacity. Sandworm’s signature. The attack took on an international dimension when the cybersecurity firm ESET announced the discovery of the weapon used: a destructive malware called DynoWiper. As reported by TechCrunchESET attributed this operation with “medium confidence” to the Sandworm groupan elite unit within the Russian military intelligence agency (GRU). The choice of dates does not seem coincidental. As investigative journalist Kim Zetter points outthis attempted blackout in Poland came almost exactly ten years after the first Sandworm cyberattack against Ukraine’s power grid in 2015, which left 230,000 homes in the dark. For experts, the use of a wiper on Polish soil is an unprecedented event, as it marks Russia’s move from simple espionage to destructive sabotage against a NATO member. Furthermore, this is not an isolated episode because since the beginning of the Ukrainian War, Poland has undergone a sustained increase of cyberattacks attributed to Russian actors. Nevertheless, according to the Ministry of Energy itselfthe December attempt was a turning point both in its intensity and in its objective: it was no longer about probing defenses, but rather about causing a real blackout. Anatomy of the attack. To understand the seriousness of the issue, it is necessary to break down the technology used. Unlike the ransomware commona wiper It is software designed exclusively to destroy. Your goal is not to ask for a ransom, but delete permanently information and leave equipment unusable. In this case, the attackers went directly to the ICS (Industrial Control Systems) systems since these systems are the ones that allow electric companies regulate the supply and monitor the network. So, Sandworm sought to break communication between renewable energy sources and distribution operators. When attacking these nodes, the technicians’ margin of action is minimal because the failures propagate in a chain. A conflict that expands. The Polish Prime Minister directly linked this attack to his country’s support for Ukraine. “We sell electricity there and, in critical situations, we receive it from them,” Tusk explained.. Attacking the Polish network is, by extension, attacking Ukraine’s energy rear. This Russian aggressiveness is not new for Western intelligence services. In fact, the United States government keeps a reward 10 million dollars for information about six GRU officers belonging to Sandworm, responsible for global attacks such as NotPetya, which caused losses of 1 billion dollars. According to Microsoft, Sandworm—whom they call Iridium— has launched nearly 40 destructive attacks against critical infrastructure since the beginning of the invasion of Ukraine, seeking to degrade not only military capacity, but the population’s trust in its leaders. From NATO’s point of view, attempted sabotage does not automatically activate collective defense mechanisms, but it does reinforce disturbing evidence: hybrid warfare makes it possible to strain the European system without formally crossing the red lines of an armed conflict. The next frontier is no longer territorial, but digital. Faced with the growing threat. The Polish Government is finalizing the Law on the National Cybersecurity System, a regulation that seeks the “autonomy and polonization” of security systems to reduce dependence on devices that facilitate foreign interference, according to official information. However, December’s failed sabotage is a reminder that in modern warfare, the front lines are on power plant servers. While in the trenches of Ukraine soldiers try to hide their thermal trace from drones, in cities like Warsaw or Krakow the battle is being fought so that the simple act of turning on the heating does not become an impossible luxury. For now, Poland has won this defensive battle, even achieving a historical record of energy production a few days after the attack. However, Sandworm’s shadow is still long. The hackers’ message is clear: “If we can’t turn off the light, at least we can scare you.” The war for control of the European switch has only just begun. Image | Unsplash and freepik Xataka | La Gomera has been suffering constant total blackouts for years. Now you have a solution: a cable that is unique in the world

The US electrical grid does not support so many data centers so they have had an idea: disconnect them to avoid blackouts

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One third of all data centers in the world They are in the US and that is putting a huge burden on the electrical grid. One of the consequences that consumers are noticing is the price increases on the invoice, But electricity operators already foresee another problem: blackouts. What is happening. They tell it in WSJ. The US power grid is beginning to become strained, with grid operators expecting blackouts during periods of high demand. The solution they propose to avoid this is to make data centers disconnect from the network and use their own energy reserves temporarily. The technology companies have not been amused and talk about “discriminatory measures.” Why is it important. In 2023, data centers already consumed 4% of all the country’s electricity and the forecasts are that by 2028 that percentage will increase to 12%. The electrical grid is not prepared to support so much demand and, although it is already expanding, the pace of construction of new data centers is faster. Network operators face a difficult dilemma: powering data centers while maintaining supply to consumers. ‘Kill switch’. PJM Interconnection It is the organization that oversees the energy market in the Midwest, where they have already suffered from the problem of price increases. The concern that blackouts will occur is on the table and PJM has proposed that technology companies create their own energy sources or accept that their supply will be cut off if the network becomes too saturated. They are not the only ones who have raised something like this. With demand expected to double by 2035, Texas passed a law last year that contemplates a ‘kill switch’ that allows large consumers, such as data centers, to be disconnected at times when the network is under “extreme stress.” What the technologies say. As we said, the companies that own these data centers have not been very happy with the proposal. The Data Center Coalitionof which companies such as Google, Microsoft and AWS are part, have stated that the proposal is discriminatory since data centers need a reliable and stable network. They also warn that depending on their own energy reserves could have a negative environmental impact, by forcing them to use solutions such as diesel generators. Waiting times. There is an intermediate scenario in which technology companies can obtain benefits if they accept these conditions. As the electrical infrastructure does not support so much demand, data centers have to wait several years to be connected to the network, normally between 3 and 5 years, although there have been cases up to 8 years. Southwest Power Pool, the grid operator in Texas, has offered data centers a deal: give them access to the grid sooner in exchange for agreeing to be disconnected during times of high demand. According to a recent study Funded by Google, data centers that have more flexible connections (i.e., those that build their own power sources and accept temporary disconnections) typically connect to the grid several years faster than those that do not. Bring your own energy. Despite the reluctance towards that off button, generating your own energy is the most realistic solution and the one towards which the industry seems to be moving. Google recently bought an electrical company in order to obtain its own energy. Others big tech Amazon, Microsoft, Oracle or xAI are also exploring create your own energy solutions such as natural gas and solar panels. Image | Google In Xataka | Drastically reducing data center consumption is crucial for AI. And China has had an idea: submerge them in the sea

The US electrical grid depends on Chinese devices. And that worries their national security

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United States national security has always been measured on aircraft carriers, missiles and satellites. Today, however, a growing part of that security depends on something much more everyday: electricity. The grid that powers homes, hospitals, data centers and military bases is going through —despite political resistance from the Trump administration— an accelerated transformation towards renewable sources. But that transition, key to the country’s energy future, has introduced a silent vulnerability. The back door open. The expansion of solar energy has made the US electrical grid depend massively of inverters made in China, essential devices for converting solar energy into electricity usable by the grid. They are not simple pieces of hardware: they are digital systems, connected, with software, remote communication capabilities and, in many cases, manufactured by companies with direct or indirect links to Beijing. For years, this dependency was seen as an industrial or commercial problem. Today, for those responsible for national security, it has become something very different. The agency notice. The Cybersecurity and Infrastructure Agency (CISA), the National Security Agency (NSA) and the FBI published a joint notice in which they alleged that cyber actors sponsored by the People’s Republic of China had compromised and maintained persistent access to critical US infrastructure. The identified group, known as Volt Typhoonhad managed to infiltrate organizations in key sectors such as energy, water, transportation and communications. The objective was not to steal data or obtain financial benefits. According to the security agencies documentthe behavior detected “is not consistent with traditional espionage” and points, with “high confidence”, to a different strategy: enter critical systems, remain hidden for long periods and wait. Wait for a crisis or conflict scenario in which those same infrastructures may be interrupted or degraded. It’s exactly the scenario that FBI Director Christopher Wray has described before Congress warning that China is positioning itself to attack American civilian infrastructure as part of its strategic planning. From stealing secrets to preparing chaos. For years, cyber activities attributed to China focused on the theft of intellectual property and trade secrets. Today, according to security officialsthe objective is different: to create the ability to cause internal chaos in the United States and limit its room for maneuver in a conflict, especially in the Indo-Pacific. The systems attacked by Volt Typhoon—such as ports, regional power grids, or water utilities—have no immediate economic or political value. Precisely for this reason, experts conclude that the only reason to infiltrate them is to be able to sabotage them later. It is not necessarily about causing a national blackout. As government sources explainselective interruptions, cascading failures or highly visible incidents would be enough to generate social panic, put pressure on policy makers and condition decision-making. Towards the transition. The U.S. power grid is increasingly reliant on solar inverters and storage systems—so-called investor-based resources— which are not simple pieces of hardware. They are digital, connected systems that regulate the flow of energy, stabilize the frequency and constantly communicate with other elements of the network. According to the In Broad Daylight reportprepared by Strider Technologies, since 2015 China has exported nearly 2.68 billion kilograms of inverters to the United States, dominating two-thirds of the world market. To understand the scale of the phenomenon: 86% of electricity companies analyzed by Striderwhich represent about 12% of the installed capacity in the United States, use at least one Chinese supplier considered risky. Together, these devices are present in 5,400 megawatts of solar capacity spread across 22 states, enough electricity to keep more than a million homes powered for a year. The concern is not trivial. A Chinese manufacturer remotely disabled inverters installed in the United States and other countries amid a contract dispute, demonstrating that manufacturers retain operational control on already deployed equipment. Furthermore, research cited by The Washington Post reveal the existence of undocumented communication components in some inverters, capable of connecting to external networks without the operators’ knowledge. According to Striderthe problem is compounded because Chinese academic and military institutions have produced thousands of studies on foreign power grid vulnerabilities, many of them focused on deliberate disruption scenarios. China has come forward against the accusations. A spokesman for its embassy in Washington responded to Reuters and Washington Post rejecting that there is a security problem and denouncing what he described as a “generalization” of the concept of national security to discredit Chinese advances in energy infrastructure. Beijing has not announced technical reviews, external audits or changes to the control mechanisms of these devices. A dilemma without a simple solution. In the short term, US authorities have ordered electric companies to limit or monitor external communications from these devices. However, as officials recognizethe fragmentation of the electricity sector—with thousands of operators and unequal standards—makes a uniform response difficult. In the medium term, the dilemma is more complex. A massive recall of Chinese hardware could put energy supplies at risk at a time of strong demand growth. Maintaining it implies accepting a strategic vulnerability. In the long term, the consensus among analysts is clear: energy is no longer just an economic or climate issue, but a matter of national security. As Strider’s report concludesensuring the transition to clean energy without creating new strategic dependencies has become a defensive priority. The new dimension of national security. The US power grid does not need to be attacked tomorrow to become a pressure tool today. The vulnerability already exists, integrated in the form of everyday devices, invisible to the end user but critical to the functioning of the country. The question raised by the official documents themselves is not whether that capacity will be used, but in what context and for what purpose. Because, in the strategic competition of the 21st century, the control of energy can be as decisive as the control of territory. Image | Unsplash and freepik Xataka | The US and China are involved in a controversy over renewable devices: what we know (and, above all, what we do not know) so far

Spain needs to modernize its electrical grid, so the remuneration rate has increased. The effect will be noticeable in the next five years

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Until now we have observed the electricity bill as has increased after the April blackout. But this time the focus is not on the receipt, but on a silent decision that the National Markets and Competition Commission (CNMC) has just made and that will determine how much it will cost to keep the light on in the next five years. Piecemeal. The CNMC has sent to the Council of State the circulars that establish how the transport and distribution of electricity is remunerated between 2026 and 2031, the so-called “network business”: the towers, cables and transformation centers that make it possible for energy to reach homes, factories and hospitals. The technical detail is a figure: 6.58%. This new percentage – up from 5.58% – is, according to the regulator, an update that better reflects current financial conditions, after a period of rising interest rates. However, the measure is far from the 7% or 7.5% requested by the large electricity companies grouped in Aelec (Iberdrola, Endesa, EDP and Naturgy) and that the small distributors represented by CIDE also claimed. And in the pocket? Good question. These circulars, which will come into force on January 1, 2026 if the Council of State does not introduce changes, define the remuneration criteria for the entire period 2026–2031. In the short term, the increase will not be directly noticeable on the bill, but it will influence the regulated costs that support the electrical system and that we all pay. According to CNMC calculationsthe impact of the change will be between 0.9% and 1.1% of the total annual costs of the system, depending on the level of investment. The purpose of this rate is to guarantee that companies that maintain and expand the electrical network receive a reasonable return on their invested capital. If the percentage is too low, investment is discouraged; If it is too high, the costs of the system and, in the long run, the consumer’s bill increase. The regulator look for a balance point: enough attractiveness for lines to continue being built and reinforced, but without transferring an extra cost to homes. A change in calculation. For the first time, historical data and future forecasts will be combined to estimate the cost of companies’ debt, rather than relying solely on past interest rates. New components are also incorporated: transaction costs (such as commissions for issuing debt), the so-called cost-of-carry (cost of maintaining financial positions) and a correction due to the European Central Bank’s bond purchase programs, which had artificially reduced the profitability of public debt and, therefore, the risk-free rate. According to the organizationthis is a “more realistic” methodology that incorporates recent market volatility. The change will be applied in a phased manner during the six years of the new regulatory period and expands the margin of recognized investment, including not only new infrastructure but also improvements and optimization of existing ones. The goal: keep bills contained while the network is modernized. The “K parameter”. Beyond the technicalities, what is at stake is Spain’s ability to electrify its economy without skyrocketing the bill. The CNMC has set it at 257 euros per connected kilowatt, compared to 232 euros in the previous draft. The companies maintain that the real cost is around 375 euros/kW, so the improvement falls far short. This parameter determines how many industrial projects, data centers or new homes can be connected to the network without the connection being economically unfeasible. According to the employerlimiting remuneration to that level “prevents connecting part of the new consumers” and can put the competitiveness of entire sectors at risk. This has been the response. Aelec expressed its “deep concern” and warned that the new circulars “compromise the electrification and industrial development of the country.” The employers insist that the rate is still below European levels – between 6.8% and 7.5% – and warns that “it discourages investment just when the country needs to deploy more electrical infrastructure.” More than 67 business and social associations have joined his call. In a manifesto cited by Aelec itselfwarn that, if conditions are not reviewed, “the Spanish electricity networks could collapse.” The employers’ association also criticizes that the CNMC has reduced the recognized maintenance costs by 37%, which, in its opinion, may deteriorate the quality of the service and stop the connection of new clients. For its part, the CNMC maintains that its obligation is to protect the consumer and guarantee the sustainability of the system. The organization seeks to “limit the impact of investments on customer bills” and remembers that everything that electricity companies invest in these networks is paid as fixed charges on the electricity bill. The balance, the regulator insistsconsists of remunerating the necessary investments without overloading the end user. A decision with long-term effects. Behind this technical dispute lies a fundamental question: can Spain electrify its economy at the necessary pace without increasing the remuneration of the networks? The Government has launched a plan to increase investment in networks by 62% until 2030, with around 13.6 billion euros to reinforce the national network, as El Economista recalled. However, Five Days points out that the new limitations of the CNMC could stop part of these projects and leave out consumers with higher connection costs. The electricity companies are now preparing allegations before the Council of State, while the regulator defends that its proposal offers stability and predictability for six years, a rarity in a context of financial and energy volatility. An invisible, but transcendental decision. The figure of 6.58% will not say much to the average consumer, but a good part of Spain’s electrical future depends on it. It defines whether there will be enough investment to connect the new factories, electric vehicle chargers or data centers that support digitalization, and also how much each family will pay to keep that network operational. You won’t notice anything on your next bill, but this decision determines how much you’ll pay—and how reliable your grid will be—over the next five years. Between containing prices and … Read more

Data centers do not want to depend on the conventional electrical grid. Solution: build your own plants

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AI data centers have sparked a new fever: the so-called “bring your own power.” The demand and consumption The pressure these plants impose is so enormous that they do not want to depend on external sources. The solution is theoretically simple, and we are already seeing how when a new data center is built, it is normal for some type of power plant to be built next to it. We are seeing it now. The data centers that OpenAI and Oracle are building in West Texas are accompanied by the creation of a natural gas-based power plant. Both xAI’s Colossus 1 and Colossus 2 in Memphis take advantage of gas turbines. And as they also indicate in The Wall Street Journalmore than a dozen Equinix data centers across the US are powered by stand-alone fuel cells. If the conventional electrical grid cannot be used, nothing happens: you create a power plant and that’s it. The US has an electrical problem. The technology giants would prefer to connect to the conventional grid, but bottlenecks in the supply chain, bureaucracy – permits, licenses – and the slowness in building the necessary transmission infrastructure prevent this. According to the ICV firmThe United States would need to add about 80 GW of new generation capacity per year to keep pace with AI, but right now less than 65 GW per year are being built. There is another direct consequence of this problem: the rise in the electricity bill. Data centers that look like cities. The needs and ambition of AI companies has made data centers become calculation and resource consumption monsters. One can only consume as much electricity as 10,000 stores in the Walmart electronics chain, WSJ estimates. Before 2020, data centers represented less than 2% of US energy consumption. By 2028 they are expected to represent up to 12%. A 1.5 GW data center, for example, would have consumption similar to that of the city of San Francisco, with about 800,000 inhabitants. China has a lot of advantage over the US in this. While the US deal with that lack of powerChina does not stop investing in new energy generation. According to data According to the National Energy Administration, the Asian country added 429 GW of new energy generation in 2024, while the US only added 50 GW. It is true that China has four times the population, but its centralized planning is helping to avoid problems that affect the US electrical grid. The white knight to the rescue. Faced with this shortage, natural gas has become the preferred resource for on-site energy generation. Although large turbines have long delivery times, smaller turbines or fuel cells that use natural gas are being used because of their rapid availability and installation. Renewables lose steam. Meanwhile, things are not promising for renewable energies (solar and wind, especially). There are about 214 GW of new generation theoretically in projectbut spending on such technologies could decline due to the potential loss of tax credits: the Trump administration criticizes that those clean energies do not provide a constant flow necessary for AI. The nuclear alternative. Faced with this apparent decline of nuclear energy, there is a growing interest in compact nuclear reactors (SMR), which allow us to provide the advantages of this type of center and a flexibility that can be very interesting for AI data centers. amazon, Google, Goal either Microsoft They are betting part of their future on nuclear powerbut that It doesn’t mean there aren’t challenges to overcome.. Image | Wolfgang Weiser In Xataka | World record in nuclear fusion: the German Wendelstein 7-X reactor has broken all records

99% of the Internet travels through submarine cables. Now there is a much more ambitious plan in progress: join the electricity grid

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At first glance, the seas are an empty landscape. Under its waters, the image is another, through it a network of invisible highways that already support our day to day: the submarine cables that carry the 99% of world communications. Now, a new generation of electrical interconnectors – thousands of kilometers and gigavatio power – aspires to bring sun, wind and hydraulic where they are missing, when they are missing. The promise is simple: that electricity travels with the sun and wind through schedules; The execution, not so much. The starting point: The North Sea. The United Kingdom and Denmark premiered at the end of 2023 the Viking Link, a 765 km cable that crosses the North Sea and allows you to import electricity when wind is missing on the island and export when left over. It is the longest interconnector in the world in operation, but, as Financial Times warned: “It may not be for a long time.” The British media report details That on the horizon there are much more ambitious plans: join Canada with the United Kingdom and Ireland through a 4,000 km cable, link Morocco with Europe or export Australian solar energy to Singapore through more than 4,300 km of submarine cable. Through the cables. This new megaproject makes it clear that countries have been pursuing a connection with renewables for some time, because there is a mismatch between production and consumption, and we must solve it. The most illustrative example is AapowerLink in Australia. The Suncable company plans to install 3 GW from Solar in the northern territory, store part in batteries and sell it both to Darwin and Singapore, through an underwater cable of more than 4,000 km. In the words of his CEO, Ryan Willemsen-Bell, collected by Financial Times: “Australia has abundant land and sun. The ability to share those benefits with our neighbors has enormous potential.” In parallel, the North Atlantic Transmission One Link seeks to connect the Canadian hydroelectric plant with Europe. The time differential is its great asset: when Canada sleeps, the United Kingdom starts the day; When in the North Sea, wind blows at midnight, New York is preparing dinner. A lesson from the Internet. The idea may sound futuristic, but there are already solid precedents. As we have underlined Xatakathe entire planet is furrowed by submarine data cables, authentic digital highways that have demonstrated the viability of infrastructure of tens of thousands of kilometers. The Southern Cross Cable Network, 30,500 km, connects Australia, New Zealand and the United States since 2000. The newly opened 2Africa, 45,000 km, surrounds the African continent and reaches Barcelona and India. And in Spain, cables such as tide (6,605 km, Meta and Microsoft) or Grace Hopper (7,191 km, from Google) link Bilbao with the east coast of the US. The experience of these data networks provides an obvious parallelism: if we already move information on a global scale, why not also clean energy? Although not everything is so easy. From Financial Times alert a tensioning supply chain: The manufacture of cables, transformers and converting stations does not supply. The waiting deadlines are lengthened, and the availability of specialized ships to tend cable is limited. To that are added political risks. In Norway, the export of electricity to its neighbors has triggered the internal debate on prices. In the United Kingdom, the Government rejected this year to support the X-Links project to bring energy from Morocco, claiming “high level of inherent risk”. And with the ongoing Ukraine War, the threat of sabotages to critical infrastructure It is a fact. Looking inside. In the Spanish case, the problem is more domestic than international. As we have explained in Xatakathe country has run more than anyone to lift renewables in the “emptied Spain”, but has not deployed the cables to bring that electricity to the cities. The result is a “broken bridge”: at noon there are plenty of cheap megawatts that are cut or sell at zero price, and at night the network needs gas support, more expensive the market. According to data from the AELēC employer, 83.4% of connection knots are already saturated, which prevents hooking new consumptions such as industries, data centers or electrolyiners. The challenge, in short, is not to plan and reinforce the networks; as well as improve interdependence with other countries to break With the French bottleneck. A map of interdependencies. Beyond the technical and economic, these electric highways draw a new geopolitical map. Just as pipelines and gas pipelines marked the twentieth century, renewable interconnections can define alliances and dependencies in the XXI. The engineer Simon Ludlam, co-founder of the Canada-UK project, summed it up in Financial Times: “The most important nuclear reactor is in heaven, and its energy can be shared thanks to the rotation of the earth. But we need to be interconnected.” The sun that shines in the Australian desert or the water that falls in Canada could light, in a matter of seconds, the lights of cities to thousands of kilometers. The energy transition not only depends on producing renewables, but also on learning to move them. If the pipelines defined the petroleum geopolitics, the electric highways can become the invisible arteries of the coming world. Image | Unspash and What’s Inside Xataka | The Google Maps of submarine cables: an imposing interactive map that allows us to know the skeleton of the modern world

will pause its AI during heat waves to relieve the electricity grid

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Google has announced A pioneering agreement with two of the main electrical companies in the United States to reduce the consumption of their data centers during energy demand peaks. In other words, Google will pause its artificial intelligence during heat waves. AI is hungry. It is no secret that generative artificial intelligence has a voracious energy appetite. Train and execute the huge models that drive from the summaries in the Google search engine to the youtube folded videos requires dozens or hundreds of megawatts of power continuously. This massive consumption, concentrated in huge data centers, has become a growing concern for electricity companies, which see how energy demand triggers at a rate that the current infrastructure is not prepared to support. An unthinkable movement. Until now, the main concern was to add enough power to the network, with solutions that go From reopening abandoned nuclear centers until Sign the largest hydroelectric agreement in history. But Google’s last movement proposes an unthinkable solution in the competitive AI industry: instead of just increasing energy supply, managing demand flexibly. The measure, agreed with two of the main electrical companies in the United States (TVA and I & M.), arrives just when both states prepare for an intense heat wave. While millions of homes and companies light their air conditioners, putting the electricity to the limitGoogle has agreed to reduce the consumption of its less urgent tasks to avoid overloads and possible blackouts. Demand flexibility. Google has not invented anything new. This type of Flexible response to network demand It already applies in many industries, usually to pay a lower price for the light. Google itself has used it for a long time to postpone non -essential tasks, such as the processing of YouTube videos, moving them to data centers in other time regions or executing them at night, when the demand for the network is lower. The novelty is that, for the first time, it will apply contractual to automatic learning workloads, the heart of the AI. According to the agreement, if the demand for energy increases dangerously or there is an interruption in the network due to extreme weather conditions, operators can ask Google to reduce their consumption. Google will respond by reprogramming or limiting non -urgent tasks until the network stabilizes. You won’t run out of Google Maps. The company has made it clear that this demand response system has its limits. Critical services that require 100% reliability and constant availability, such as the search engine, Google Maps or cloud services for clients of essential sectors such as health, will not be affected. Flexibility will apply to tasks such as the training of new AI models thanks to advances in techniques such as Checkpointing (which allows you to save the progress of training and resume it later). A model could be trained exclusively at night, when the network capacity is greater, without losing the work already done. What does Google win with this? In addition to relieving the overload of the network and preventing off, the clients of the network will end up reducing the light of the light thanks to this system. Including Google data centers. Image | Pawel Czerwinski in Unspash In Xataka | The AI has disrupted Google’s plans to be sustainable. His plan to remedy it: the “four m”

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