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 […]
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, […]
Electrification needs a stronger, more flexible and more interconnected electricity grid
AleaSoft Energy Forecasting, July 31, 2026. The electrification of industry, transport and heating and cooling will be one of the main drivers of transformation of the electricity system. Its development will depend on the electricity grid, which often receives less attention than generation. The distribution grid, the transport grid and interconnections form three inseparable levels […]
Electrifying is not just about consuming more, it is about consuming better
AleaSoft Energy Forecasting, July 29, 2026. The electrification of transport, industry and buildings will be one of the main drivers of electricity demand growth in Europe over the coming decades. However, for this increase to help integrate more renewable generation and improve the efficiency of the system, consuming more electricity will not be enough. It […]
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 […]
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 […]