Sandisk has risen 1,000% in the stock market since the summer. Its advantage is called Kioxia

In just five months, Sandisk shares have soared 1,000% in one of the most astonishing recoveries in Wall Street history. The company has been the latest big beneficiary of the AI ​​boom and the rush to build data centers full of advanced AI chips… and also the memories that accompany those chips. That’s where Sandisk’s great asset comes in, called Kioxia. Value of Sandisk shares in the last six months. Source: Google Finance. Without knowing it, SanDisk was ready for the revolution. HBM memories were traditionally the favorites to accompany GPUs that were the great “brain” of AI, but the scarcity of these components with high bandwidth has meant that the spotlight has been focused for a few months on DRAM and NAND memories, two types of storage in which sanDisk is a dominant player. Like other manufacturers in its segment —Micron is one of the outstanding—, SanDisk has suddenly found itself in a situation that benefited it enormously. free money. The memory chip market works like a commodity market in which leverage can be significant. That means that when prices rise, companies like SanDisk don’t need to invest in new factories or employees to earn more — although they can build them if they deem necessary. It is as if for Micron or SanDisk this phenomenon is equivalent to “free money” because they are receiving much more income for the same products they sold a year or two ago. Not even they themselves expected it: SanDisk CEO David Goeckeler talked about the rise of AI in June, and commented “We try to estimate demand. We think demand is good. What we need is to get supply to match that.” He couldn’t anticipate what would happen with memories starting in September. DRAM and NAND memory prices are skyrocketing from the end of 2025. Source: Sherwood. The key alliance: Kioxia. In recent times SanDisk has grown significantly in your solid state drive business (SSD) for enterprise data centers. But it also maintains a historical strategic alliance with the Japanese company Kioxia, which allows it to obtain NAND chips at a much lower cost than its rivals. The profit margin skyrockets, and so do the shares on the stock market. A relationship with ups and downs. The relationship between Sandisk and Kioxia (formerly Toshiba Memory) is based on a Joint Venture from more than 20 years ago focused on the development of NAND memories. This alliance has achieved advances such as the memories BICS Flash (with 3D storage technology), the wafers that leave their factories are shared between both companies. Kioxia went through a difficult time after Toshiba’s financial crisis and failed merger attempts with Western Digital. They survived all this, and together with Sandisk now the Japanese company controls 30% of the global NAND market. Some win, others lose. The investment fund Elliot Management pushed in early 2025 for SanDisk will separate from Western Digital. They believed that at that time it was worth about $20 billion—as when he bought it a decade ago—, and that fund sold its stake just before the total market explosion. Today that stake would be worth more than $340 million. Bad business for users. But in addition to that background, the ones who have it most complicated are the users, who will continue to suffer the consequences of this phenomenon for months, and perhaps years. Neither Micron nor Sandisk/Kioxia appear to have any intention of significantly expanding production capacity. They already did this during the pandemic and that caused excess inventory when demand fell after confinement. Now they do not want to expose themselves to the same thing, and there is talk that the price increase will continue throughout 2026 and may let’s take a long time in seeing memories at prices “like those before”… if we end up seeing them. Image | Igor Shalyminov In Xataka | Japan has taken out the checkbook to once again dominate the chip industry. Prepare a plan of 325,000 million dollars

Asturias has the electrical network so saturated that a simple failure would be enough to put the supply in check this summer

A year ago everything indicated that Asturias was going to become the new Spanish energy storage hub. But these plans, which were going to help integrate renewables, alleviate the grid and attract industry, collided with reality. Today, the panorama is very different. Not only has the region paralyzed new storage facilities, but an official report has just confirmed a more worrying diagnosis: Asturias is saturated with energy, but does not know where to put it. In short, the central area’s electrical grid is at its limit. The CNMC uncovers the problem. The trigger It is an apparently technical conflict between EDP (Hidrocantábrico Distribución) and Red Eléctrica de España for access to the Carrió substation. As local media have reportedthe distributor requested to replace two transformers to increase its capacity from 513 MW to 665 MW, but REE rejected it, arguing that the network could not supply so much simultaneous demand. This rejection took the case to the National Markets and Competition Commission (CNMC), which issued a resolution with a forceful message: the transport network in the central zone is saturated, it cannot grant new permits, there is “relevant overcapacity” and there is a “risk to the security of supply in the event of a simple failure, in the summer season.” Furthermore, the commission itself recognizes that the case dates back to 2007, when the separation between distribution and transportation occurred and assets were transferred to REE without documenting the guaranteed access capacities. As the official report explains, for years REE and EDP operated “as always”, but with opposite interpretations about how much capacity was really assured for the Asturian network. What does it mean to be saturated? Although it may seem like a technical concept, the CNMC has detailed in its report a more precise image of what is happening. To begin with, saturation means that the network cannot grant even one more access. The regulator detects a “total saturation of capacity, without the possibility of granting new access or connection permissions.” This means that no new industries, no renewable parks and no storage projects can connect: the grid is literally full. Added to this blockage is another underlying problem. The central Asturias network does not meet the minimum legal criterion known as N-1, which requires guaranteeing supply even if a key component fails. However, the CNMC itself confirms that this requirement is not met: If a transformer or main line falls, there is no alternative path capable of absorbing the energy, making any incident a potential risk. The situation is even more delicate according to the data. The regulator’s report indicates that two large electro-intensive consumers already absorb 686 MW, to which we must add the 200 MW that EDP needs to feed the distribution network. In total, more than 800 MW connected. The problem is that the safe capacity in summer – when the lines perform worse due to high temperatures – is 754 MW. In other words: there is more connected power than the network can safely support. And the room for maneuver is practically non-existent. According to the CNMC, if Cardoso’s 400/220 kV transformer failed, the entire area would be supplied only by a 220 kV line that does not support current consumption in summer. In practical terms, this means that any simple failure could trigger a real supply problem in the middle of the summer season. The point is that there is energy, but it cannot be moved. The paradox is evident: Asturias wants more renewables, it wants batteries, it wants to electrify its industry and it wants to attract new strategic projects. But all this growth requires a robust electrical grid with margin. And right now, that margin does not exist. Carrió’s transformers could handle more power, yes, but that is unimportant if the lines that connect them are already at their limit. Even the future conversion to gas of the Aboño thermal power plant —designated by the Principality as future relief— does not solve the current problem, because the bottleneck is in transportation, not in generation. How did we get here? In addition to the historical conflict between REE and EDP, a chain of factors have aggravated the situation. One of the most decisive is the increase in power assigned to some large industrial consumers. In 2022, Red Eléctrica granted an electro-intensive customer an increase of 132 MW, reaching 450 MW of power between Carrió and Tabiella. The regulator clarifies that this decision did not violate the regulations, but it does highlight the lack of coordination with EDP, which was not informed and saw how the capacity margin of the area was exhausted practically at once. Added to this problem is another longer-term problem. As El Comercio remembersthe necessary reinforcements for the central network have been planned for more than 20 years, but were never executed. The result is that Asturias faces industrial electrification and the growth expected for the coming years with a network that has not been updated at the pace of demand. The evolution of the local generation. The situation is complicated as cogeneration, a key technology for producing electricity and heat near industrial centers, has collapsed. According to figures published by El ComercioAsturias has lost 82% of cogeneration production in six years. This implies less energy generated at source and, therefore, more need to bring electricity from outside through a network that is already saturated. The economic and environmental impact is also notable: 60 million euros less industrial turnover and 230,000 additional tons of CO₂. And now what? The Asturian Government insists that the problem will be resolved with the 400 kV central ringa gigantic infrastructure included in the energy planning for 2030. This ring will double the electric transportation capacity in the metropolitan area and will allow it to absorb the planned industrial growth. For its part, Red Eléctrica you already have authorization for the new Cardoso substation, key to that ring, with an investment of 26.5 million euros. However, the CNMC warns that the problem is … Read more

After renting swimming pools during the summer, a new business is on the rise in Madrid: private terraces in winter

In a chalet in Boadilla del Monte, a group of friends drinks their wine as the afternoon falls. In the center of Madrid, a couple celebrates a birthday on a stranger’s terrace. In Lavapiés, a group of twenty-somethings toast in a room. In all cases, there is something in common: none of them are owners, but for a few hours they can pretend that they are. Madrid is rented in fragments: swimming pools in summer, terraces in autumn and lounges in winter. The everyday turned into a stage, intimacy turned into a product. Renting all year round. What started as a summer curiosity —renting private pools by the hour— has become a new form of urban leisure. Platforms like Cocopool, Born as the “Airbnb of water”now they also rent interiors for the rest of the year. However, behind this fashion there is something deeper than a simple leisure trend: an attempt to buy a life. aestheticthat ideal of calm, natural light and well-being that we see every day on social networks. From the dip to the shelter. Renting pools by the hour is still very popular and there are more and more platforms where you can choose where to take your next dip. What seemed like a seasonal business has become deseasonalized. In 2022 Cocopool launched as the “Airbnb of swimming pools”. Now, as explained by its CEO Gerard Xalabardéthe company has come up with “new verticals that cover the same needs the rest of the year.” In autumn and spring, users can rent terraces and gardens; in winter, private lounges with fireplace, sofas and equipped kitchen. In Madrid, the company has 15 interior spaces and 62 terraces or gardens, with prices ranging from 15 to 300 euros, depending on size and luxury. The average cost is around 32 euros for interiors and 34 for terraces, according to company data. The wish of a life aesthetic. This boom not only responds to a practical demand, but also to an aesthetic desire. Renting a well-kept terrace or a designer living room is not just about seeking comfort, but —as Xataka Home explains— “engage in an aspirational lifestyle, even if just for a few hours.” What used to materialize in Pinterest photos or TikTok videos is now experienced in the flesh: a garden with garlands, a light wooden table, a blue pool without background noise. According to Trendsthe phenomenon aesthetic It combines nostalgia for bygone eras with an obsession with the visually perfect: a life that seems orderly, beautiful and under control. In parallel, one could speak of “silent luxury” as the new form of exclusivity: minimalism, noble materials, neutral colors and absence of ostentation. In other words, renting a beige living room is not just leisure: it is a little aesthetic therapy to escape, for a few hours, from everyday clutter. “All for hours.” Pool rentals were just the beginning. The logic of sharing has been extended to almost any experience: terraces, gardens, living rooms, naps and even weddings. But beyond business ingenuity, there is a clear drift: the capitalization of any redoubt of private life. The intimate becomes the stage, the everyday becomes the product. Fewer and fewer things escape the logic of express rental. What was once shared among friends is now reserved with a card. What was rest is now sold as an experience. However, there are also those who find in these platforms a practical solution, not a fantasy. aesthetic. In a city where the flats they shrink and houses rarely allow more than six people to gather, renting a terrace or living room for a few hours can be a reasonable—and affordable—way to celebrate a birthday, a family reunion, or a meal with friends. Not everything is posturing: sometimes there is simply a lack of space. Although, in the words of geographer Vicent Molins, “Madrid has become a product.” And economist Juan Torres López warns that this trend “erodes urban ties and deepens inequality,” because it turns coexistence into business. In other words: if everything can be rented, everything can no longer belong to us. A copy of a copy. In just five years, Spain has gone from renting other people’s beds with Airbnb to renting moments of life: a pool, a terrace, a nap or, soon, a wedding. Everything is offered by the hour, everything is measured in experiences. Platforms like Cocopool, HolaPlace or Nap & Go They capitalize on a shared desire: to experience what we see on networks, even if it is for a while. A more orderly, beautiful, more aesthetic. Maybe, as El País warned“the brand grows, but the city gets worse for those who live in it.” Or maybe we’re just learning to put a price—literally—on what used to be free: the feeling of belonging, of having something of your own. Because, in the end, that life that we so long for on screens is nothing more than a copy of another copy. And we, paying to imitate her, are also a little bit. Image | FreePik Xataka | Neither air conditioning nor fan: the best thing to cool off in summer is a swimming pool. On these platforms they are rented by the hour

In a town of 2,000 inhabitants on the edge of Ourense something strange happens every summer: it is filled with millionaires

Neither Puerto Banusnor the resorts Caribbean, nor the coast of Malta, nor the exclusive Palm Islands from Dubai. When the Mexican billionaire Carlos Slim Helú It’s your turn to plan your summer vacation, one of the destinations that is always on your calendar is Planea hidden town in rural Ourense. And he’s not the only one. In the summer, magnates such as Amancio Ortega or Olegario Vázquez Grañasenior managers of El Corte Inglés and Abanca or even the cardinal of Mexico City, Norberto Riverawho came to considered papal. On its streets it is also not unusual to find a Rolls-Royce or Bentley. And all in a municipality that does not reach 2,000 neighbors. Welcome to Avion Seen on the map, Avión does not attract particular attention. The town is located in the Ribeiro regionbetween the Faro and Suído mountains, in the province of Ourense. In summer it is common for maximum temperatures go over 35º and to enjoy the beaches of the Rías Baixas you need to get in the car, take the highway and travel a good handful of kilometers. Its statistical data does not stand out on the Galician map either. The demographic winter has not passed Avión by, which over the years has seen how his census was deflating until you stay in less than 1,800 inhabitants. The percentage of population under 20 years of age in the municipality is only 5.66% and its aging rate far exceeds that of the rest of the region. As far as economy is concerned, Macro data recorded In 2021, an average gross income of 16,410 euros, below the capital of the province, which was close to 26,800. And yet, for years it has not been strange to find great magnates spending the summer in Avión. And no, the term “great magnates” is not a figure of speech nor is it an exaggeration. newspapers like Vigo Lighthouse either The Voice of Galicia They usually cover in detail how the Augusts go by in the town of Ourense, so we manage a fairly long and detailed list of businessmen, senior managers and authorities who have been seen in its streets and bars. Of all, perhaps the most striking is Carlos Slima Mexican billionaire with Lebanese roots who sneaks in often in the TOP 10 of the wealthiest people in the world. Forbes estimates that together with his family he has a fortune of about 85.7 billion of dollars. He is not the only fan of Avión, a regular destination for Vazquez Grañaone of the richest men in Mexico. Through its streets has also been seen to the founder of Inditex, Amancio Ortegaclosely linked to Galicia and which also stands out as one of the fortunes more overwhelming of the planet. Are they the only ones? No. The Galician press leaves a good list of personalities who at some point have paraded through the streets of the town of Ourense. The list is long. And curious. Vigo Lighthouse explains how in August 2014, coinciding with the celebration of the local festival (San Roque) and the anniversary of Olegario Graña’s wife, one could see in Avión a Miguel Rinconknown as “the king of paper” in Mexico by the Bio Pappel firm; the captain Alberto Abedfrom FlyMex; Isidoro Alvarezformer president of El Corte Inglés; or the cardinal Norberto Riveraa powerful prelate who entered the pools to Pope in 2005. Carlos Slim, orange tie, in the center. (Commons) The most curious thing about Slim or Vázquez Graña’s summer vacations in Avión is that the tycoons do not seclude themselves in mansions to enjoy the isolation and move discreetly from their heliports. Not at all. They use their Rolls-Royce and BentleyTrue, but they are also seen in the town’s bars to sit at the table to eat seafood or play a game of dominoes. And no, again that’s not a figure of speech. In August 2013 could be seen Carlos Slim, Vázquez Raña, Rincón and the notary Daniel Goñi playing with the black and white chips on the rubber of the Moncho bar. The print was repeated a year later and in 2017 The Country I recaptured a similar quote at the O Luar bar. Of course, there is no lack either food and music. The town even celebrates a mexican partywith mariachis included. But… Why Plane? That’s the big question. Slim lands with his private jet at the Peinador airport, in Vigo, and travels to the small town of Ourense. Why there and not to some paradisiacal destination or some secluded beach in his native Mexico or Lebanon, from where were originally your parents? The key is in the history of Avión, to be more precise in its very strong ties with emigration: during the 20th century, not a few of its neighbors were forced to pack their bags, get on a transatlantic liner and cross the ocean to find a life in Latin America. Some did well, quite well. And they or now their descendants they keep the link with the town. The case more paradigmatic and that largely explains Carlos Slim’s time at Avión is that of Vázquez Raña. “Our parents left here when I was little. As in many towns in Galicia, there was no future. The mosquitoes ate us. And on the unpaved roads our feet sank in animal excrement,” relates to Vigo Lighthouse Ricardo Hermida, a hotelier who emigrated to Mexico. In Avión they not only reconnect with their roots. There, despite the increasingly frequent coming and going of television cameras, reporters and photographers in search of the best snapshot, they enjoy a tranquility and naturalness that is difficult to achieve in other destinations. “In Mexico I move around in an armored car with six bodyguards; in Avión I am free, otherwise I wouldn’t come here,” admits Vázquez Graña. The expression “the Airplane method” is not ours, but Alberto Dacasaa Mexican businessman with Galician roots and a regular summer resident in the town of Ourense. Last year he released a … Read more

For years summer is synonymous with gastronomic parties. In Galicia, hoteliers believe they are unfair competition

If you travel to Galicia in summer it is likely that in addition to beaches, seafood and tourists In search of the best cove in which to plant your umbrella, find something else: Gastronomic parties. There are tens. To hundreds. From entrance spring to Autumn well advanced It is possible to meet throughout of the region quotes dedicated to percebe, Carneiro Ao spongrazors, Albariño or hamburgers, between a long long etc. They are so many and so many people move in Ribadeo (In the province of Lugo) local hoteliers and merchants They have said enough. The reason: where others see a mass celebration they have detected something else, one “unfair competition”. In a place in Galicia … Ribadeo is a small town of the Eastern Mariña (Lugo Province) of somewhat less than 10,000 inhabitants. However, in summer thousands of tourists attracted for their heritage, landscape, gastronomy, environment and especially their great jewel: The beach of the cathedralsone of the great natural monument of the Peninsular North. The INE calculates that only between June and August were housed in the hotels of the municipality 28,200 travelersthousands of potential clients for shops, coffee shops and restaurants in the town. Local trade … and something else. The fact is that in Ribadeo (as in many other villas in Spain) there are not only stores and bars. Throughout the year and especially in summer, fairs, markets, gastronomic parties are held … events organized in the most central streets and squares and that capture the interest of neighbors and visitors. The large dating calendar serves for the people to be more attractive, but the local merchant association (Acisa Ribadeo) He just lifes his voice to alert that not everything is positive. In his opinion also represents a “unfair competition” For businesses that work throughout the year, not only in summer. “Without Control” celebrations. The matter is serious enough for the organization to have been treated as a great point of the day in a Extraordinary Assembly held this week. Has even dedicated A reportunanimously ratified and in which he exposes why (in his opinion) the celebration “without control” of this kind of quotes undermines its profitability. “It includes the arguments for which Acis emphasize. “Acisa is not against the celebration of these markets and events, what we reject is that they be held without control, on the poorly appropriate dates and with excessive durations,” claims The Association Manager, Jesús Pérez. “In recent months, events with little planning have been held, without transparency with respect to the promoters or the purposes to which the benefits are dedicated, becoming scheduled every little time and in the middle of high season. This implies direct and unfair competition for local trade and hospitality and a deterioration of the ribadeo image.” Why’s that? Acisa complaint That kind of specific quotes “take advantage of the work that takes place throughout the year” to boost the people and capture visits. And they also do so by taking advantage of the high season and “the best locations” of the town in exchange for “minimum or null taxes for the benefits they get.” “The rates that pay for occupying public roads are in many cases symbolic, ridiculous or non -existent,” Crows. In summary, merchants and hoteliers feel that the fairs stand up during the high season while they are responsible for serving, paying rent and taxes and generating employment in the town throughout the year. “In addition they do not always comply with the basic regulations, such as the issuance of purchase tickets, nor are they subject to health, labor or fiscal controls. They do not generate employment in the municipality and use municipal services such as works, hooks of light or cleanliness, which we pay all ribadenses,” Pérez argueswho also clarifies that these celebrations “do not contribute anything new” to customers. “The products and services they offer can be found in local businesses with higher quality.” The debate, served. That in general (not only in ribadeo) the markets, festivals and gastronomic parties They attract people It is difficult to discuss. The key to Acisa is when and how they are celebrated. And especially the impact they have on small businesses entrenched in the town. Hence they speak of a “direct unfair competition” for entrepreneurs who do assume fixed expenses, taxes and “normative obligations” that, denounce, “are not always assumed by the organizers” of that kind of appointments. “They seek to place themselves in the moments of greater tourist influx in ribadeo, taking advantage of the previous effort and investment made by the sector to attract visitors to the town,” insists The collective. Moreover, in its report it warns that “in many cases” specific events “lack clear planning” and transparency, which can compromise “the tourist image” of Ribadeo. “Prioritize improvised and very poor quality activities compared to the value of trade and local hospitality.” What do they suggest then? In Your report Acisa demands “order, regulate and compatible” these events with the “legitimate interests” of the merchants and hoteliers of the town. They even speak directly of limiting authorizations to “protect the local economic fabric”, restricting permits for those appointments that enter direct competition with local businesses or extend for too many days or repeatedly in the same year. Aware that fairs, festivals and markets help to boost the town, even suggests rethink the calendar of the celebrations. What in practice translates into organizing them “preferably” outside the high season or dates in which the flow of customers, such as Holy Week, summer or Christmas months, “when local trade and hospitality already make an extraordinary effort to meet the demand.” “We don’t need them”. “Ribadeo does not need this type of event in high season. We consider that they can be held promptly in low season following the premises collected by the report prepared by Acisa,” its president concludesCarmen Cruzado. The group leaves out the bag, yes, the events of a solidarity and non -profit nature and those with a limited duration, a … Read more

Summer has been so hard that it has taken to the most summer ingredient in the salad: tomato

The arrival of the rains this year seemed to bring a thread of hope to a battered agricultural sector for drought months. The news that comes to us could not be more different: grapes, citrus, bananas… For one reason or on the other, the crops are not fulfilling expectations, and the most recent example has been put by the tomato. 76 million. The tomato sector in Extremadura He has taken stock This year’s harvest and has not been precisely optimistic: a “ruin” is like the union of small farmers and ranchers from Extremadura (UPA-UCE) defined it in a Recent statement. The Extremadura Agrarian Organization figure at 76 million euros the annual losses of tomato producers after this year’s harvest. Double problem. The Sector Association points to A double problem: On the one hand, “ruinous prices (taxes by) the industrial sector”. Prices that, according to the association do not allow to cover the costs associated with production. The price problem is linked to the second of the problems of this campaign: that of production. According to association data, for this campaign the hiring for this campaign was based on an expected productivity of 93 tons per hectare on average. In Extremadura, real productivity has ended up being lower, about 82 tons per hectare. Lower productivity, lower production. This has been reflected in a bad harvest, with a production remarkably lower than that originally hired, 20% lower, according to UPA-UCE data. The main reason in this fall in production is for the sector, in meteorology. A climate not so propitious. Everything seemed to indicate that the meteorology would be favorable this year: months of elevated rainfall or, the less normal, they served not only to conclude the dry episode that affected our environment for several years; The hydrological bonanza also served for reservoirs to recover filling levels that had not been seen in years. However, the summer of 2025 was not consistent with what was seen in the previous months, but it brought us a Dry and very warm summera summer with two heat waves especially severe both in intensity and in duration. The result: weaker plants. And with more problems, they explain from UPA-UCE. Echoes from other fields. The story is repeated in several sectors. The arrival of the rains seemed to bring new hopes to the agricultural sector, however, the expected increase in harvest has also been translating into lower prices In origin, something that already supposed in itself a problem for many farmers. The problem has been even greater in sectors like grapeswhere expectations are not being met and now producers must face the low prices of a high offer, but with a lower production to the expected. In Xataka | During centuries Galicia was a thriving land of olive groves with unique varieties in the world. What changed it is still a mystery Image | Czapp ÁPád

The summer of San Miguel is here. The only problem is that the summer of San Miguel neither exists nor has it ever existed

We are at that time of the year in which Spain lives A curious phenomenon. Without prior notice, for no apparent reason: the thermometers shoot up to temperatures much warmer than normal for that time of the year. This 2025, According to Aemetwill also have its “temperature rebound” around the end of the month. That is, he will have his ‘summer of San Miguel’. What exactly is the ‘Summer of San Miguel’? What we know as Veranillo de San Miguel or Membrillo is a period of good weather and higher temperatures than usual that usually occurs at the end of September and early October. This is called for the festival of San Miguel, on September 29. But the most interesting thing is that none of this exists. What does not exist? Let’s go in parts: it is usually said that the Veranillo de San Miguel has no explanation, but the truth is that it is not true. Or, at least, it is not accurate. We know perfectly why The “summers” have occurred of the last 30 years: for two or three days temperatures rise to simply lower because September is so. The days are long enough so that, as soon as there is some stability, temperatures rise, rise and rise. In fact, they don’t even need to go up a lot. It is enough that they are only slightly superior to the previous days, so that we will talk about the “Veranillo de San Miguel” as if it were one more station. A huge confirmation bias made popular meteorology. As we said a couple of years agowe have a strong tendency to “favor, search, interpret and remember the information that confirms your own beliefs” and that translates into that, when two days of higher temperatures of the average for this time of the year arise, let’s see a “summer” potential. That is, in a phenomenon with a high probability (two or three days of good time at the end of September) we see a clear regularity – reinforced by the popular idea. Although the dates and temperatures do not always match, of course, a lot of those we have in summer are far from. But will there be “summer”? Yes, there will be: just before Gabrielle impact with the west of the peninsulathe country will enjoy a warm and stable atmosphere. And then? That summer is finally ended and these days will be his last bedroom. If traditionally ‘autumn’ is synonymous with ‘instability’ having a hurricane in the middle of the extroat transition to a week of us is to enter the fall through the big door. Image | ECMWF In Xataka | The “illusion of frequency”: why you see more sneakers after talking about shoes

Confirm that the summer of 2025 is the warmest since there are records is not enough. You have to understand why. And you have to do it fast

Astronomical summer is not over yet and it seems that the weather coincides with this, although we have already entered the month of September. However, experts from the State Meteorology Agency (AEMET) have already taken stock of the summer quarter of this year. We knew that this summer had been warm, but now we know that it has been the warmest. Since we have records. The summer of 2025 has been the warmest of the historical series in Spain (in 1961), according to has released recently Aemet. In peninsular Spain, the quarter between June and August has left us a thermal anomaly of 2.1º Celsius, taking as reference the period between 1991 and 2020. This year’s has also been a very warm summer on the islands: 1.5º above what would be common in Balearic Islands and 0.9º more in the Canary Islands. In the Peninsula, “excess heat” has been distributed quite homogeneously, although in important areas of the territory of communities such as Galicia, Castilla-La Mancha, and Castilla and anomalies of more than 2.5º were seen. According to Explain Aemetit was precisely in Galicia and the two plateaus where anomalies of more than 3º are observed. Overcoming the record. The warmest summer until now had been the 2022. The new record exceeds the marking during that summer in just 0.1 and supposes the fourth consecutive year in which positive anomalies are recorded during the summer, always taking as reference the period between 1991 and 2020. June, the most anomalous month. A good part of the situation is due to the heat that We live in the month of June. The first month of this summer was not only the warmest June since there are records, it was also the 30 days with the greatest warm anomaly of which we have record: 3.6º Celsius. During that month the heat was especially concentrated in the east of the country, with a small area between Aragon and Catalunya exceeding 4.5º of thermal anomaly. What happened this summer? Summer was marked by a low atmospheric circulation, with anticyclonic conditions that allowed the intrusion of African heat in almost all of the peninsula. According to Aemet, this summer we saw three waves of heat, two that affected Peninsula and Balearic Islands, and another that reached the Canary Islands. The peninsular affected 40 provinces and lasted for 17 days, from June 18 to July 4. The Second heat wave It was still more intensegenerating an anomaly of 4.2º; It affected 42 provinces and lasted for 16 days, between August 3 and 18. Both heat waves were among the longest we have registered and turned 2025 in the second year with more days with active heat waves (33) after 2022 (41 days). And what about the rains? In addition to warm, summer this year has been dry, at least in peninsular Spain. They saw each other on average 57 mm of rain In the area, 81% of what would be common on these dates. The southwest quadrant was the most affected by the lack of rains, although rainfall was rather scarce in most of the country, except for some areas of the Ebro basin, center of the northern plateau, and some areas of the Mediterranean basin. The situation was unequal in the Balearic Islands, with the western part of the archipelago seeing few rainfall and the eastern area watching a more humid summer. Even more irregular what was seen in the Canary Islands, where together there was a wet summer (133% of the average rainfall for summer), but with very concentrated rainfall in specific areas. In Xataka | We have centuries studying the different types of clouds. What tells us the shape and color of these atmospheric phenomena Image | ECMWF / Victor of Dompablo

Renfe has had a record summer of delays, and more than two million AVE travelers have run out of refund for changes

Summer has been hard for rail transport in Spain. Four out of ten high speed trains They arrived late at their destinationbut only three out of 100 passengers were able to claim some kind of compensation, according to The world. The data comes after hardening Refund conditions of Renfe in 2024, the main reason why the figures contrast both with the data prior to the reform. Change of conditions. In July 2024, Renfe reformed Its ‘punctuality commitment’, multiplying the minimum delay time necessary to claim half of the ticket. If 15 minutes were enough to get 50% of the amount, now a full hour is needed. For total refund, the threshold went from 30 minutes to an hour and a half. The company justified this tightening as an “update” to continue being “the most advantageous for the traveler”, as the medium collects. Summer figures. As They point From the world, between June and August, 6,554 long -distance trains and AVE arrived with delays exceeding 15 minutes, affecting 2.5 million passengers. However, with the new rules, only 444,000 travelers were entitled to compensation. This means that more than 2 million users who would have received a refund with the previous criteria were left without it. This, according to the medium, would mean a saving of about 79 million euros only in these three months. Context. The reform is covered in the European Parliament Regulation of 2021, although at that time, Renfe offered much more generous compensations than the minimum required by European regulations. And while the EU forces to compensate with 25% of the ticket after 60 minutes late, the Spanish operator gave 50% with only 15 minutes. Now he has hardened his measures just when more delays are recorded. Problems that follow there. Minister Óscar Puente acknowledged in September that the rail system will continue to have incidents “at least two more years”, according to collect The world. The problems range from Fissures in Talgo S106 trains (which forced to withdraw the low cost services from AVLO on the Madrid-Barcelona route) up to infrastructure deficiencies caused by fireaccording to the medium. The alternative to service, the conventional bird, costs up to 34% more than the economic option eliminated. What comes now? Bridge has traveled to Germany To look for new trains in factories such as Siemens, recognizing that without renewing the fleet it will be impossible to improve the service, as collect The world. “We must not launch the bells on the fly, but if we do not renew the fleet, it is evident that we will not be able to improve in any case the service we are providing to the citizenship,” admits bridge. And in addition to having been a summer to forget in terms of ferroviar delays, it has also agreed that reimbursement conditions have also worsened. Cover image | Falk2 In Xataka | Renfe has a new and gigantic project in progress: a night train to connect Europe from this to west

The hoteliers promised them happy in a summer of record tourism. Until the ghost reserves arrived

During the summer the restaurants receive Anything else What tourists, reserves and customers eager for a meal that puts the perfect icing on your vacation. In addition to all that they receive seedlings. For a long time and for the despair of the hoteliers it is common for the high season to increase the ‘Ghost reservations’a phenomenon that is carrying the business economy and has already forced them to Adopt measures. After all, it directly affects its profitability. Ghost reservations? Yes. Maybe it sounds weird, but they are nothing new and certainly have little mysterious for hoteliers, their great victims. The ‘ghost reservations’ are reservations Fallutas that leave a hole in the dining rooms (and the accounts) of the restaurants: a client calls, reserve table for two, three, four diners (may even more) and then it does not appear. Not just that. Nor does it call in advance to warn, so that the business only has the option of filling your hole with another client, something that is not always possible. The Anglo -Saxons call it ‘No-Shows’ and against what may seem affect All kinds of premises: From taverns to Michelin star restaurants, in which those vacancies can translate into a hole in hundreds of euros. It happens frequently? Depends. If we talk about socks and take as a reference the whole sector and the year is not a especially serious problem. At least so shows the Thefork platform, which recently elaborated A study about “ghost reserves”. According to their records, between January and July there was not a single month in which No-Shows They were more than 3.4% of the total reservations. It is a low fact and also reveals a slight descent with respect to last year. If we ask certain hoteliers, the thing changes. A few days ago The voice of Galicia interviewed to the owners of a marswish from Santiago de Compostela who claimed to be receiving “more plants than ever.” And it is not the only business that complains. Another hospitaler of the city speaks of up to six No-Shows A day. In Segovia there are also professionals who They lament of customers who leave them lying without giving explanations (or with pilgrim justifications) after commissioning roasts and the newspaper Minorca It echoed In August of the discomfort of some businesses on the island. “It is a problem, almost in each shift there are cancellations. You are called and they tell you that they are on the beach or that they have left elsewhere and decide to stay,” Antoni Sansaloni, representative of the Menorcan Sector Association, censorship. Is there more data? Yes. Thefork wanted to scratch a little to know details of the phenomenon, which has given us Two interesting perspectives: The first is its geographical distribution; The second, its causes. According to their data, the province most harmed by No-Shows It is Segovia, where they are 5% of the total reservations. They are followed by Menorca and Ibiza, with 4.2% and 4% respectively. In the opposite pole are Biscay (2.5%), A Coruña and Murcia, where the percentage remains at 2.7%. As for the causes, Thefork Point out Basically three. 55% of respondents say they do not appear to reservations for disasters and forgetfulness. 38% argue that if they have left hanging restaurants it has been for “unforeseen” that have also prevented them from warning. And 7% allege that they don’t call to cancel reservations for “shame.” Hoteliers have a somewhat different perspective and They warn that there are customers who reserve in several restaurants simultaneously. Are they a serious problem? The platform calculates that it carries losses that can go Between 5 and 20%depending on the type of business. “The problem is that they make you a roast reserve, that you have to prepare the pig, and that remains in the kitchen,” comment to The advance From a Segovian grill. “It affects us little, but when they make us a big reserve and fail, they destroy us,” agrees Another professional. The complaint is extensible to restaurants with Michelin stars that also They have been found With large groups that do not present or cancel the reservation, “a task” for those responsible, who usually work with closed menus and buy fresh product based on scheduled services. If a customer does not present the business does not recover the investment. Does summer influence? Yes. It is easily confirmed with a quick search on Google. Hoteliers who complain about No-Shwos They usually point out also that the problem is aggravated during the high season, coinciding with the increase in tourism. It is not surprising if one takes into account that restaurants reserves in general. “The rest of the year does not usually happen. The people here are usually always going to the reservation,” Explain A place in Santiago de Compostela. From Segovia Apostillan Also that ghost reserves are noticed above all on weekends “more pointers”, in which they receive especially visitors from the capital. “We are the dining room of Madrid and these issues are accentuated above all on weekends or the bridges in which many people come.” “During the summer months, reserves in the restaurants in tourist areas increase considerably due to the presence of travelers, both national and international. As a result, in this period the non-shows grow exponentially,” They corroborate From the Thefork platform. And can it be avoided? If not to eradicate it to 100%, the sector has moved file to reduce at least the impact of ghost reserves on their businesses. It is increasingly frequent to meet restaurants requesting a card number such as guarantee or deposits or directly do not accept reservations. Thefork herself decided Some time ago Take letters in the matter and expel those users who accumulate a number of frustrated reserves throughout the year, a measure that adds to those that had already been applying before, such as prohibiting multi reservations for the same day. Perhaps the best known case of a ghost reserve that came to … Read more

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