News on European electricity markets
October/2026
| NEWS |
October 30, 2026
Electricity market volatility opens up opportunities for industrial demand flexibility
The difference between the hours with the lowest market prices and the hours with the highest prices makes it possible to assess the value of industrial demand flexibility. A simulation based on 2026 day-ahead market prices illustrates the potential of shifting part of consumption within the same day. Its application requires knowing the limits of each process, the energy purchasing conditions and the risks of operational decisions.
Read Full News >>
|
October 28, 2026
Three markets, three models: how storage is financed in Spain, Italy and Germany
Battery storage is advancing in Europe, but investment and financing opportunities differ across markets. Spain, Italy and Germany are developing different capacity and support mechanisms, while hourly prices, ancillary services and regulatory conditions determine the profitability of BESS projects. These differences make it necessary to analyse each market using specific long-term forecasts.
Read Full News >>
October 27, 2026
Photovoltaic financing in a new market: adapting debt, PPAs and assets
The evolution of electricity market prices and of the revenues captured by photovoltaics poses new challenges for renewable project financing. Adapting debt, reviewing PPAs and assessing hybridisation with batteries can improve the profitability and bankability of existing plants. Long-term forecasts and probabilistic scenarios are the basis for making these decisions.
Read Full News >>
October 26, 2026
Wind energy drives down European electricity market prices despite TTF gas reaching its highest levels since 2022 in the second-to-last week of October
In the week of October 19, weekly prices declined in most European electricity markets, supported by increased wind energy production, despite rising demand and gas prices. Italy was the exception. France set an all‑time record for wind energy production for an October day. TTF gas futures reached their highest settlement price since December 2022, while Brent oil futures rebounded amid tensions in the Middle East.
Read Full News >>
October 23, 2026
Electricity market volatility opens up opportunities for PPAs between producers and large consumers
Growing volatility in electricity markets poses different risks for renewable producers and large consumers. While the former seek to protect their revenues against low prices, the latter need to limit their exposure to possible price rises. PPA contracts can provide stability to both parties, provided their terms are adapted to market prospects and to generation and consumption profiles.
Read Full News >>
October 21, 2026
New battery contracts and hybrid PPAs: valuation, accounting and financing challenges
Tolling agreements, revenue share contracts and hybrid PPAs make it easier to finance batteries and manage market risk, but they complicate their valuation and accounting treatment. This was the analysis of the Deloitte speakers at the latest AleaSoft webinar, who pointed to reliable long-term price forecasts as the basis for valuing these contracts and justifying the assumptions to auditors.
Read Full News >>
October 20, 2026
Today’s spread is not the 2035 spread: cannibalisation will decide which batteries are bankable
The monthly average of the one-hour intraday spread in Spain reached €215.37/MWh in September, compared with €195.29/MWh in August. These price differences strengthen the case for battery storage, but they raise a financing question: how revenues will evolve as installed capacity grows. The bankability of BESS projects will depend on sufficient revenues under prudent long-term scenarios.
Read Full News >>
October 19, 2026
TTF gas prices at their highest levels since 2022 and lower wind energy production drive up European electricity market prices in the third week of October
In the week of October 12, weekly prices rose across major European electricity markets as lower wind energy production, higher demand and high gas prices drove increases. Italy registered its highest daily price in several years. On Monday, October 19, Spain and Portugal registered their highest daily prices since April 2022. Spain also set a new record for solar photovoltaic energy production for an October day. TTF gas futures reached their highest settlement price since December 2022 as low European gas storage levels and tensions in the Middle East pushed prices higher. These tensions also drove up Brent oil prices.
Read Full News >>
October 16, 2026
Batteries open a new route to financing solar PV
The fall in the prices captured by solar PV has made it harder to finance new projects without storage. Hybridisation with batteries can change this situation by providing flexibility and new sources of revenue, especially when part of that revenue is contracted over the long term and offers the visibility that financial institutions look for.
Read Full News >>
October 15, 2026
The future will be renewable, but not low-priced: data centers change the equation
Captured prices for solar PV have fallen because renewable generation has grown faster than demand. Data centers, electrification and storage are beginning to change that relationship. Integrating them requires adequate grids, regulation and planning, but it opens a stage in which new demand will give value to renewable energy and storage, although the early election adds uncertainty over the timing.
Read Full News >>
October 14, 2026
From installing renewables to knowing how to manage them: the next transformation of the electricity market
After almost three decades of transformation of the electricity market, the next major challenge is no longer just installing more renewable capacity. Storage, demand flexibility, grids and an operation ever closer to real time will be decisive in efficiently integrating renewable energy production and making the most of its potential.
Read Full News >>
October 13, 2026
Gas price surge did not prevent prices from falling in most European electricity markets in the second week of October
In the week of October 5, weekly prices fell in most European electricity markets, supported by higher wind energy production in Germany and France and, in the Iberian Peninsula, by lower demand and higher solar energy production. Italy was the exception, driven by rising gas prices and lower solar energy production. Germany, France and Spain set records for photovoltaic energy production for an October day. TTF gas prices rose due to low European storage levels and tensions in the Strait of Hormuz.
Read Full News >>
October 9, 2026
The energy sector and the elections: 30-year investments versus four-year political cycles
The snap general election called for November 29 opens a new political chapter at a significant moment for the energy sector. Many of the decisions taken during the next legislature will affect investments with a useful life of several decades. Renewables, storage, grids, nuclear, industry and new sources of demand all need visibility, regulatory stability and technical, long-term planning.
Read Full News >>
October 7, 2026
2027, a year of volatility: reserves, gas and LNG will set electricity prices in Europe
The global energy system may have enough energy in 2027 and, at the same time, go through episodes of high prices. With lower inventories, strategic reserves drawn down during the crisis and an uncertain geopolitical outlook, the margin to react to a new unexpected event has narrowed. Volatility, rather than the average price, will therefore probably be the key to understanding next year.
Read Full News >>
October 6, 2026
Gas and CO2 drove European electricity market prices to multi-year highs in the third quarter of 2026
In the third quarter of 2026, prices rose in the main European electricity markets compared to the previous quarter and to the same period of 2025. The rise in gas and CO2 prices, higher demand and lower wind energy production drove this trend. Solar PV production reached quarterly historic highs in Spain, France, Italy and Portugal. Low European gas reserves and supply tensions pushed TTF gas to its highest quarterly average since 2023.
Read Full News >>
October 5, 2026
European electricity market prices rose in the week of September 28, with Spain and Portugal reaching their highest levels since 2022
In the week of September 28, weekly prices increased in most European electricity markets, supported by lower solar energy production. Spain and Portugal reached their highest daily prices since December 2022. Although photovoltaic energy production declined over the week as a whole, Portugal and Italy set all-time records for an October day, while Portugal reached a record for wind energy production for a September day. TTF gas prices increased, driven by low European reserves and tensions in the Strait of Hormuz, which continued to limit LNG shipments from the Middle East.
Read Full News >>
October 5, 2026
The new SRAD activation strengthens the value of batteries for large consumers
The new activation of the Active Demand Response Service (SRAD) highlights the growing need for flexibility in the electricity system. For large consumers, batteries turn this need into an opportunity. They make it easier to participate in the SRAD, providing flexibility without directly affecting production processes, and at the same time they increase the use of self-consumption and reduce electricity purchases from the grid.
Read Full News >>
|
| SOCIAL MEDIA |
October 30, 2026
Energy storage takes centre stage at the AleaSoft Energy Forum 27
October 30, 2026
Electrification of transport and industry: A new driver of electricity demand
|
October 30, 2026
Electricity market analysis from a historical perspective
October 30, 2026
Spain advances new BESS investments to increase the flexibility of its wind farms
October 30, 2026
Spain, Italy and Germany have different financing models and investment opportunities for...
October 30, 2026
Hydrogen Series
Part 2: 260 years of history: from Cavendish to Jules Verne
October 29, 2026
Winter changes the hourly profile of electricity market prices
October 29, 2026
Hydrogen Series
Part 1: Apollo: the hydrogen that took us to the Moon
October 28, 2026
27 years of AleaSoft: from market liberalisation to renewables, batteries and AI
October 28, 2026
Until 2021, a solar MWh was sold at virtually the same price as the market average
October 28, 2026
Europe can buy oil. What it cannot buy is diesel
|
October 27, 2026
The hybridisation of existing solar plants is driving BESS deployment in Spain
October 26, 2026
Alea Energy DataBase: a comprehensive view of European electricity markets for data-driven decision-making
October 23, 2026
New battery contracts and hybrid PPAs: challenges for valuation, accounting and financing
October 22, 2026
Strategic Energy interview with Antonio Delgado Rigal
October 21, 2026
BESS in Spain: four revenue streams and the challenge of long-term financing
October 20, 2026
Solar PV generation data to support better decisions in the energy sector
October 19, 2026
The future of solar PV also depends on the growth of electricity demand
October 16, 2026
Reliable information to analyse energy markets and support better decisions
October 16, 2026
According to the IEA...
October 16, 2026
Lower costs for four-hour batteries make them...
October 15, 2026
Solar PV with batteries: thinking like a chess grandmaster
October 14, 2026
27 years of applying artificial intelligence to energy. A new chapter with AleaAI
October 9, 2026
Long-term electricity market forecasts for renewable project financing
October 9, 2026
Decide before the market forces you to react
October 8, 2026
AleaSoft celebrates its 27th anniversary
October 5, 2026
How AleaBlue helps make decisions in energy markets
|
| WEBINARS |
On November 12, 2026, at 10:00 CET, we will hold our 71st webinar, "European energy markets: prospects, batteries and hybridisation", covering the following topics:
- European energy markets: recent developments and outlook for winter 2026-2027
- Prospects for batteries, hybridisation and energy storage
- Battery profitability and main revenue streams
- Analysis and valuation of battery and hybridisation projects
- Oriol Saltó i Bauzà, Associate Partner at AleaSoft
On October 15, 2026, we held our 70th webinar, "European energy markets: prospects, renewable energy financing and storage", covering the following topics:
- European energy markets: recent evolution and prospects for winter 2026-2027
- Financing of renewable energy and storage projects
- Prospects for batteries and hybridisation
- The role of forecasts in financing, audits and portfolio valuation
- Oriol Saltó i Bauzà, Associate Partner at AleaSoft
- Álvaro Antón Azcoiti, Director, Corporate Finance Energy at Deloitte
- Álvaro Osés Lainez, Manager, Treasury Advisory at Deloitte
|
| HOW WE HELP EACH PROFILE IN THE SECTOR |
Each player in the energy sector faces different decisions, but they all share the same challenge: making decisions in a context of high uncertainty, price volatility, and rapid market transformation.
At AleaSoft Energy Forecasting, we help all stakeholders in the sector anticipate scenarios, assess risks, and make decisions with a solid market outlook.
- Developers of renewable energy and battery storage projects, investment funds, and banks: support in project evaluation, financing, due diligence, asset valuation, risk analysis, PPAs, and investment decisions.
- Industry, large consumers, and data centers: support in energy cost management, purchasing strategies, hedging, PPAs, self-consumption, energy storage, and process electrification.
- Generators (utilities and IPPs): support in portfolio optimisation, revenue assessment, risk management, hybridisation, repowering, market operations, and asset planning.
- Retailers: support in portfolio management, energy purchasing strategies, pricing, hedging, demand forecasting, PPAs, and market risk analysis.
- Control centres: support in daily operations, renewable generation forecasting, demand forecasting, imbalance reduction, market participation, and management of hybrid assets and batteries.
- TSOs and distribution system operators: support in grid planning and operation, demand analysis, renewable integration, flexibility, energy storage, and system stability.
- Traders, demand aggregators, and market representatives: support in market decision-making, arbitrage, risk management, scenario analysis, buying and selling strategies, and participation in spot, futures, and balancing markets.
- Renewable fuels, hydrogen, methanol, ammonia, and biofuels: support in project evaluation, energy cost analysis, design of electricity supply strategies, renewable integration, energy storage, and market scenarios.
The goal is for each company to have access to information tailored to its reality, decision horizon, and specific risks, from daily operations to strategic planning and long-term investment.
| SOLUTIONS FOR MAKING BETTER DECISIONS IN ENERGY MARKETS |
The solutions from AleaSoft Energy Forecasting are designed to help companies reduce uncertainty, identify opportunities, and manage risks in increasingly complex energy markets.
- AleaStorage: helps assess the economic viability, revenues, sizing, and optimization of energy storage and hybridization projects.
- AleaGreen: helps make investment decisions, financing, asset valuation, PPAs, M&A, and due diligence with a long-term market perspective.
- AleaBlue: helps operate in markets, manage risks, define hedging strategies, and make short- and medium-term decisions.
- AleaHub: helps connect renewable sector players interested in opportunities related to PPAs, assets, and renewable and storage projects.
- AleaWhite: helps track and analyze energy market developments using the Alea Energy Database, an online data platform, and specialized market reports.
- AleaConsulting: helps develop customized analyses, market studies, audits, specialized reports, and strategic advisory to support investment decisions, operations, contracting, and risk management.
For more information on how AleaSoft Energy Forecasting can help your company with market decision-making, investment, financing, operations, contracting, or risk management, you can contact us at info@aleasoft.com.