Data centers are not the energy transition’s problem: they can be part of the solution
AleaSoft Energy Forecasting, September 4, 2026. Spain needs more renewable generation, but it also needs new electricity demand capable of absorbing it. The regulation proposed for data centers is demanding, but it opens an opportunity to link new demand with new generation, storage and PPAs. The growth of data centers has become one of the […]
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 […]
The low coincidence between markets of the days with the highest spreads favours the diversification of battery portfolios
AleaSoft Energy Forecasting, August 12, 2026. The days with the highest intraday spreads in Spain show little coincidence with those of the markets of central and northern Europe. The different dynamics that condition spreads in each region mean that the best arbitrage opportunities do not necessarily occur on the same days. For pan-European battery portfolios, […]
The August 12 eclipse puts photovoltaic energy to the test and highlights the value of batteries and forecasts
AleaSoft Energy Forecasting, August 11, 2026. The total solar eclipse of August 12 will cause a rapid and synchronised fall in photovoltaic production in Spain and other European countries. Beyond its exceptional nature, the phenomenon shows on a large scale an everyday challenge of solar generation. Market participants must anticipate sharp changes in production and […]
Voltage control and reactive power: the new value of batteries, renewables and industry
AleaSoft Energy Forecasting, August 7, 2026. The transition towards an electricity system with more renewable generation does not only transform the way electricity is produced. It also changes the resources the system needs to keep frequency and voltage within safe limits, and with them the value that batteries, renewable energy and industry provide. Active power […]
Record July spreads in Spain and Portugal reinforce the signal for storage
AleaSoft Energy Forecasting, August 5, 2026. In July, the average one-hour intraday spread of the Spanish electricity market reached a value of €148/MWh, a historic high even above the levels of the 2022 energy crisis. Portugal also recorded a record of €142/MWh. As relevant as the magnitude is how it is generated. While in other […]
Renewable hydrogen enters the industrial phase, building is only the first step
AleaSoft Energy Forecasting, July 28, 2026. Over the past few years, the development of renewable hydrogen in Europe has been measured mainly through targets, investment announcements and projects at the planning stage. Signs are now starting to appear that the green hydrogen sector is entering a new phase, the construction of large facilities linked to […]
Electricity retailers and their new role as flexibility and risk managers
AleaSoft Energy Forecasting, July 24, 2026. Growing renewable penetration, zero and negative prices, demand electrification and the development of energy storage are transforming the business of electricity retailers. Buying energy and passing it on to the consumer is no longer enough. Retailers will have to anticipate the market, manage risk and combine hedges, PPA and […]
Bankability in volatile markets: forecast quality will be decisive for financing renewables and batteries
AleaSoft Energy Forecasting, July 21, 2026. Low prices captured by renewables, hours with zero or negative prices, curtailment and growing volatility are changing the criteria for financing renewable projects. Bankability no longer depends solely on technology cost or the financial model. It depends, above all, on whether revenue forecasts reflect how the asset will perform […]
Storage enters its decisive phase, from permits and spreads to financing
AleaSoft Energy Forecasting, July 16, 2026. Battery storage is consolidating as one of the main drivers of transformation in the Spanish electricity system. Negative prices in solar hours and rising daily spreads are reinforcing its profitability, but the real turning point will come when projects secure financing and operate optimally across the different electricity markets. […]
Wind energy slows European electricity market prices after the heat wave in the first week of July
AleaSoft Energy Forecasting, July 6, 2026. In the first week of July, weekly average prices fell in the main European electricity markets after the previous week’s increases due to the heat wave. Lower electricity demand and higher wind energy production drove this trend. Portugal and Italy set all‑time records for solar photovoltaic energy production. Meanwhile, […]
Batteries and hybridisation will be decisive for capturing value in more volatile electricity markets
AleaSoft Energy Forecasting, June 25, 2026. The growing volatility of European electricity markets is reinforcing the role of batteries as a tool to capture value, optimise revenues and facilitate the integration of renewable energy. In a context of low prices during solar hours and higher peaks at other times of the day, storage makes it […]