Analysis September
2026
European electricity market prices reached multi-year highs in September, while solar energy continued to break records
2026
AleaSoft Energy Forecasting, October 1, 2026. In September 2026, prices rose in the main European electricity markets. Higher gas prices, driven by low European reserves and geopolitical tensions in the Strait of Hormuz, together with the rise in CO2 prices and in demand, favoured this trend. The monthly fall in solar photovoltaic energy production added […]
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 […]
Wind energy production decline drove up European electricity market prices despite lower gas prices in the fourth week of September
AleaSoft Energy Forecasting, September 28, 2026. In the fourth week of September, weekly prices rose in most major European electricity markets, driven by a drop in wind energy production despite lower gas prices. Italy was the exception, as higher wind energy production and lower demand pushed prices down. The British market registered its highest daily […]
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 […]
European electricity markets end the third week of September lower after reaching daily highs at the start of the week
AleaSoft Energy Forecasting, September 21, 2026. In the third week of September, weekly prices fell in most major European electricity markets, supported by higher wind energy production and lower demand, despite high gas prices. France, Portugal, Spain and the Nordic market reached their highest daily prices since December 2022. TTF gas registered its highest settlement […]
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 […]
TTF gas prices at their highest levels since 2022 and lower wind energy production drive up European electricity market prices in the second week of September
AleaSoft Energy Forecasting, September 14, 2026. In the second week of September, weekly prices increased in most European electricity markets. Lower wind energy production in Germany and France, together with higher gas and CO2 prices, drove this trend, while stronger wind energy production pushed prices down in Spain and Portugal. Tensions in the Middle East […]
Extreme heat in Spain in 2026: records, wildfires and more than 5400 deaths attributable to temperature
AleaSoft Energy Forecasting, September 10, 2026. Exceptionally high temperatures, wildfires and more than 5400 deaths attributable to temperature once again highlight the need to combine decarbonisation, adaptation and a more resilient electricity system. A summer marked by historic temperatures The summer of 2026 is leaving a new set of signals in Spain about the scale […]
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 […]