Ouigo and Renfe unleash a price war like we have not seen in a long time

Who was going to tell us 20 years ago that we would change the traditional races at the doors of El Corte Inglés on January 7 to burn the F5 on the Renfe website. Or, much more inconceivable, that of another French company that was going to compete with the public company to take us on high-speed trains through our country. However, this is how we are. January sales. Since yesterday, January 7, Ouigo has put it up for sale train tickets at reduced prices. So reduced that it is possible to find options for nine euros because 80% of the available tickets are discounted. The maximum price of these tickets is 33 euros. The offer will last until next January 14th… as long as there are tickets available. An almost carbon copy maneuver Renfe has undertaken. Since January 8, the Spanish company has opened juicy discounts on its train tickets. In this case, the offer extends until January 18 on AVE, Avlo, Alvia, Intercity, Euromed and AVE Internacional tickets, but it is not specified how many tickets are available with discounts that offer AVLO tickets at seven euros and AVE tickets at 15 euros. CNMC source: https://www.cnmc.es/sites/default/files/6291881.pdf New year, cheap trains. It has been a constant since competition entered the Spanish railways. Train prices in our country plummet every beginning of the year, as shown in the graph above referring to the Madrid-Barcelona corridor from the Railway Traveler Report presented by the CNMC every quarter. The image above refers to the most used broker in our country and, therefore, the least susceptible to price changes. Obviously, the image is repeated on trips to Andalusia or the Levant. Thus, all companies lower prices with juicy discounts at the beginning of the year. Then they rise due to Easter and the arrival of summer and suffer a small drop again in the third quarter before picking up again at the end of the year. It repeats. If we take a look at the report that collects data from just one year ago, we see how the number of passengers has been increasing in recent years but that prices had to drop to transport a passenger with fewer incentives to move in a quarter without major holidays and worse weather prospects. That made it so that in 2025, according to data from the CNMCin the first quarter of the year, AVE prices fell by 9.2%, Iryo prices by 11.2%, Ouigo prices by 16.1% and AVLO prices by 19.5% compared to the previous quarter in the Madrid-Barcelona corridor. And December is one of the most expensive months of the year to buy tickets and this is repeated in all corridors. With leaden feet. Although the offers are attractive, we must not lose sight of the fact that it is a specific ticket sale and that what sets the trend is the average price at which most tickets are sold. And the last few months tell us that ticket prices are going up. This quarter’s performance is something we will have to wait to find out but if we look at last year’s data from the same Madrid-Barcelona corridor, only Iryo lowered prices in a representative manner when compared to the previous year. It did so by 5.4%, followed by AVLO which lowered prices by 3.9%. However, the AVE only fell by 0.9% and Ouigo raised prices by 5.6%. On average, the price only fell by 0.9%. It is true that in the Andalusian corridors and in Madrid-Valencia, prices fell significantly last year, with drops in the average ticket price of between 10 and 17%. Of course, it must be taken into account that these are destinations where the seasonal influence is more pronounced than in Madrid-Barcelona, ​​a more stable corridor in passenger volume. Fewer offers and more profitability. We give this notice because in recent times we have seen how the prices of Spanish trains have been rising. According to the latest report from the CNMCwhich refers to the third quarter of 2025, the average interannual price of this period increased by more than 25% in Madrid-Barcelona and remained more or less stable in all corridors except Madrid-Málaga, which Until last year it did not have the Ouigo factor. However, from all companies they have paved the way so that we get the idea that the price is going to rise. So much Iryo as Ouigo They have announced that they are ending losing money to enter a new market. Both have made changes in management and from Renfe they have warned that If the competition raises prices they will follow. Photo | Xataka In Xataka | When Iryo and Ouigo began to compete with Renfe they did so by lowering prices. Those days are not coming back

Europe has realized that the rearme must start on the roads. A Russian invasion would unleash a fatal congestion

In 2022 there was already talk of this: having a better army does not help much if it cannot be launched. That year was the beginning of many meetings in Europe with the Russian Ukraine Invasion as a fuse. Then there was talk of rearmebut attention also focused on something that Europe has just elevated in the priority list: the need to prepare roads, railways, ports and airports for the rapid movement of troops and tanks. Background: Russia. European military vulnerability. Had three years ago The political environment that the debate on the real capacity of Europe to resist an eventual Russian attack had put a fundamental aspect that usually is hidden behind rearmament ads: it is not enough to have more tanks or soldiers if the necessary infrastructure To move them quickly. Roads, railroads, ports and airports of the European Union show serious limitations when it comes to supporting the weight and volume of modern armored ones, or absorbing an intense military traffic in times of crisis. The east. As He warned then The American Lieutenant retired Ben Hodges, excommanting of the United States Army in Europe, the problem is aggravated the more advances east: bridges unable to support German, British or American combat cars and mountainous routes that hinder access to key countries such as Romania. In case of emergency, bottlenecks could delay the deployment of allied forces just at the points where they would be needed more urgently, such as the passage of Suwałki between Poland and Lithuania or the routes towards the Black Sea. The first mechanism. To deal with these shortcomings, The EU launched The mechanism connect Europe (CEF), an infrastructure fund that also covers military mobility. However, the budget for this mission was drastically reduced: of the 6,500 million euros initially proposed only 1.7 billionand that money, the commission ended up assigning 340 million to 22 projectsthe majority of small scale and focused on central Europe. Among them They highlighted the improvement of rail links between Antwerp and Germany, the modernization of two airports in Poland and the connection of the Military Tapa base in Estonia. Modest support were also included to large strategic projects Like Rail Balticathe railway corridor of 5.8 billion euros that will connect the Baltic countries with Poland, or Via Baltica, the road that crosses the region, which it received just 60 million of community support. The new warning. Back to the present, he counted this week The Financial Times That the European Transport Commissioner, Apostols Tzitzikostas, has re -launched a warning that shook the foundations of the European defense: the continent It is not prepared For a large -scale war against Russia because its roads, bridges and rail networks are inappropriate for rapid transfer of troops and armored. According to explainedmany bridges are Too closetoo old or directly non -existent, which would prevent the transit of tanks from, for example, 70 tons thought to operate in a matter of hours. In practice, moving military forces from west to east of Europe would take weeks or even months, an unacceptable lag in case of a sudden Russian offensive. The strategy. Solution? To correct this structural weakness, Brussels now work on a 17,000 million plan of euros that provides for the modernization of 500 critical projects along four major military corridors that will cross the continent. It is a design made in coordination with NATO and its military controls, whose details remain classified for security reasons. The idea is that troops and heavy equipment can move in a matter of hoursfar reducing the reaction time to an aggression. In addition to reinforcing bridges and adapting roads, it will be sought Eliminate bureaucratic obstacles To prevent military convoys from being held on European borders by customs protocols that, in times of war, would be a fatal ballast. The context of rearme and Russia. The new plan is enrolled in a broader effort of rearme Continental that We have been counting. The European Union studies a package of up to 800,000 million euros to reinforce its defensive autonomyin part in response to the pressures of Washington and the possibility of a substantial reduction of the US military presence in Europe. To this is added The warning The NATO Secretary General, Mark Rutte, who in June warned that Moscow could attack a member of the Alliance before 2030. The message of Tzitzikostas fits this urgency logic: without the ability to move troops agilely, any European defense plan would be on wet paper in front of Russian military machinery. The budget struggle. Although the European Commission has included military mobility in its proposal for the 2028-2034 budget, diplomats warn that the initial figure of 17,000 million It could be diluted In negotiations. This budget fragility is seen as a dangerous contradiction: While considering the expense in defense 5% of GDP (With 1.5% specifically intended for military infrastructure), some Member States (Spain at the head) They resist to assume the costs of such vast modernization. Tzitzikostas, meanwhile, insists in which Europe cannot afford to continue depending on others or be disarmed by its own bureaucratic slowness. The modernization of bridges, tunnels and railways is not just a matter of civil transport: it has become the backbone of the future European defense. One thing is clear for curator: an invasion would not wait for forms to be resolved or to reinforce a bridge. Image | 7th Army Training, US Army Europe, European Roads In Xataka | If Europe rearma we will find a problem that will affect us all: cars and trains In Xataka | The “rearme” in Europe has encountered an obstacle that neither US imagined: Spain

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