AVLO’s departure from Madrid-Barcelona seemed like another problem for Renfe. He has left us an unexpected winner
August 2025. The summer had started out average for Renfe and ended even worse. After an exchange of information, Renfe accepted that some Talgo AVRIL trains had suffered cracks in their structures and that they were being taken out of circulation, with the consequent suspension of service. And, of course, that has had consequences for travelers. Goodbye AVLO, goodbye. Everything ended up precipitating in the last days of August but the origin must be sought a few days before. At the end of July, Renfe paralyzed by surprise the sale of tickets for the AVLO service. The news was given from The Economist: AVLO trains had suffered cracks in their cars on the Madrid-Barcelona line. A few days later, Renfe confirmed this fact and began to apply a temporary solution. The idea is that the trains would continue running but reducing traffic speed there where it was believed that the trains had cracked. Some leaked photos Already in August they demonstrated the seriousness of the events. Renfe decided withdraw AVRIL trains of the service. And days later he ended up suspending the AVLOs. September. It was a strange month for Renfe. The company maintained the AVLO service in the early stages, but in the absence of finding a solution, it ended up canceling. relocate passengers of the service low cost of the company on the AVE. That is, a kind of upgrade to travelers who already had their ticket for beyond September 8. That put the company in trouble. Or at least that was the first reading. Since then Renfe does not compete directly against Ouigo and Iryo. Without a cheaper service, the Spanish company was left without the possibility of competing directly against foreign companies. However, it does not appear to have directly affected their results. How has it affected Renfe? If we take into account the latest data from the CNMCwhich refer to the months of July, August and September, we could say nothing or very little. Renfe Viajeros (which adds data from AVLO and AVE) has increased its occupancy by 4%, the number of travelers has increased by 0.6% and they have increased the use of rolling stock by 1.6%. Regarding prices, Renfe has also won. And the company has managed to increase the number of travelers despite an obvious increase in ticket prices. The AVE cost 70.58 euros on average, 13.3% more than in the same period last year and AVLO went to 51.35 euros, repeating the same growth. Retail. But what interests us most about this period is how prices behaved when AVLO was not available. In the month of September, AVLO prices dropped but let’s remember that they were only available for very few days. Instead, Renfe only offered AVE tickets. And they were shot. In September, service prices premium increased to 75.11 euros. It is 11.4% more than the previous month. But above all, it is a price 17.4% higher than that of the same month in 2024 when there were four companies available on the market. Beyond Renfe. Curiously, the one who performed the most in this case has not been Renfe. Iryo is the company that has increased prices the most in this period. With an average ticket price of 63.82 euros, the company seemed to have positioned itself between Ouigo and Renfe, offering an alternative halfway between both services. However, the absence of AVLO in the month of September must have triggered the demand for Ouigo and Iryo. This is the only way to explain why the Italian company raised the prices of its routes to 74.13 euros in that month, just one euro less than the AVE. Year-on-year growth that month reached 83.5%. For its part, Ouigo also raised prices but remained on a somewhat more contained line. In the quarter, the average ticket price was 51.86 euros, which already represents a growth of 20% compared to the previous year. In September, however, prices remained at 52.20 euros, slightly below the month of August but, yes, 30% more expensive than in September 2024. The complete photograph. Expanding on everything that happened, as expected, AVLO’s departure from the Madrid-Barcelona corridor has only increased prices. It is something that we were already beginning to suspect and that was logical if we take into account that it is the corridor with the highest occupation and use of the line. In fact, the latter exceeds 84% and remains around 10% above any other high-speed corridor with liberalized services. It is the perfect environment for passengers dynamic prices suffer. Photo | Xataka and Logan Armstrong In Xataka | Renfe is selling its AVLO for 7 euros in Andalusia: it is the new battlefield in the price war against Ouigo and Iryo