The future will be renewable, but not low-priced: data centers change the equation
AleaSoft Energy Forecasting, October 15, 2026. 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 […]
From installing renewables to knowing how to manage them: the next transformation of the electricity market
AleaSoft Energy Forecasting, October 14, 2026. 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 […]
The energy sector and the elections: 30-year investments versus four-year political cycles
AleaSoft Energy Forecasting, October 9, 2026. 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 […]
The new SRAD activation strengthens the value of batteries for large consumers
AleaSoft Energy Forecasting, October 2, 2026. 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 […]
Photovoltaics is entering a new stage
AleaSoft Energy Forecasting, September 29, 2026. The difficulties facing some photovoltaic projects in Spain should not be mistaken for a crisis in the future of this technology. Low captured prices and hours with zero or negative prices pose new challenges, but the growing electrification of the economy, the development of storage and more sophisticated energy […]
Revenue predictability will decide battery deployment: contracts, merchant risk and capacity market
AleaSoft Energy Forecasting, September 25, 2026. Europe will install more than 30 GW of batteries in 2026, according to S&P Global Energy, but progress in each country depends on how storage is remunerated. Markets with contracted revenues attract financing more easily. In Spain, where potential revenues are high, the bankability of standalone projects is low due […]
Hedging, self-consumption and batteries reduce industry’s exposure to volatility
AleaSoft Energy Forecasting, September 23, 2026. Volatility in energy markets is once again putting risk management in the spotlight for large consumers and energy‑intensive industry. Hedging across different horizons, together with self‑consumption and battery storage, makes it possible to reduce exposure to market movements and give energy costs greater predictability. The 69th edition of the […]
Storage could outpace photovoltaic growth in 2026
AleaSoft Energy Forecasting, September 22, 2026. Energy storage is entering a new growth phase at global and European level. S&P Global Energy expects Europe to install more than 30 GW of battery storage systems in 2026, almost double the 2025 figure, while the pace of new photovoltaic installations moderates. These prospects, together with the role of […]
Arbitrage shapes the future of battery revenues: capacity market and bankability
AleaSoft Energy Forecasting, September 18, 2026. The rapid growth of storage will progressively transform battery revenue streams in Spain. Balancing services offer highly attractive opportunities today, but their capacity is limited. In the long term, energy arbitrage is emerging as the main revenue base for these assets, now complemented by the new capacity market. Webinar […]
Intraday spreads at 2026 highs: how much battery storage actually captures
AleaSoft Energy Forecasting, September 15, 2026. The Spanish electricity market’s one-hour intraday spread reached an average of €195.29/MWh in August 2026, the highest monthly level of the year, compared with an average of €121.78/MWh so far in 2026. This context widens the opportunities for battery storage, but the intraday spread is only the starting point […]
This summer’s SRAD activations highlight the value of flexibility: demand and storage gain prominence
AleaSoft Energy Forecasting, September 8, 2026. The Active Demand Response Service (SRAD) activations recorded in Spain this summer have once again highlighted the importance of flexibility in an electricity system with ever-increasing renewable penetration. For large consumers, mechanisms such as SRAD also represent an opportunity to turn their capacity to adapt consumption into an additional […]
Battery de-rating in the capacity mechanism: what the residual demand data show
AleaSoft Energy Forecasting, August 26, 2026. With the first capacity mechanism auction on the horizon, one discussion carries a direct impact on storage revenues, the batteries’ de-rating coefficient. The extension of Almaraz to 2030 also requires a review of the analyses underpinning the mechanism. Data on Spain’s mainland residual demand from 2021 to 2025 show […]