Insights

Market and technical insights

Our reading of what is changing for data centres and large energy consumers in Spain, with our own models and the criteria we apply in every energy study.

Grid access

Demand is queuing for grid capacity

Access to the transmission grid granted to new demand reached about 18.5 GW in October 2026. Data centres hold the largest share, about 6.3 GW, but none of it is in service yet, and their requests exceed 22 GW. For industry the question is the same: how to grow within the capacity a site already has.

Before asking for more grid, measure how the existing connection is used. Storage and EMS can create headroom within the contracted capacity.

02 0004 0006 0008 000Data centres6 329 MWIndustry5 838 MWOther demand6 354 MWMWIn serviceGranted, not yet in service
Transmission-grid access granted to demand, October 2026

Regulation

Data centres: renewable power, hour by hour

The Royal Decree on data-centre sustainability is still being processed. The revised text sent to the Council of State in October 2026 eases the first draft, but keeps the principle: consumption must be matched with renewable generation hour by hour.

Draft, August 2026Revised text, October 2026What it means technically
ScopeGrid access of 1 MW or moreGrid access of 10 MW or more; reporting from 500 kW ITMore sites affected than expected; measurement and reporting from day one
Hourly renewable matching80 % from the startOptional transition up to 5 years: 60 % in peak hours to 2028, then 70 % peak and 60 % mid-peak; requires joining the automatic power-reduction schemeStorage and EMS needed to move solar energy to the evening and night, and to manage curtailment
Age of linked renewablesUp to 18 monthsUp to 36 months; no limit for PV without a prior PPAWider choice of plants and PPAs; minimum PPA term cut from 10 to 6 years
EfficiencyPUE ≤ 1.15, WUE ≤ 0.1PUE ≤ 1.25 as a transitional ceiling; top EU water classCooling design and EMS control become part of the compliance case

Status at the time of writing: text under review by the Council of State, not final.

Our model

What it takes to reach 80 % hour by hour

Illustrative model: a 10 MW IT data centre (12.5 MW with PUE 1.25) supplied by 60 MWp of solar on a sunny day. Solar alone covers about half of the hours. A battery moves the surplus of the middle of the day to the evening and night.

0510152025303500:0006:0012:0018:0024:00MWSolar, directBatteryGridPV
Hourly supply of a 10 MW IT data centre with 60 MWp PV and 20 MW / 120 MWh BESS
Battery added to 60 MWp PVLoad matched hour by hour (sunny day)
No battery47 %
20 MW / 60 MWh66 %
20 MW / 90 MWh75 %
20 MW / 120 MWh85 %
20 MW / 150 MWh89 %

Auditor’s note: one sunny day is the best case. Annual compliance must be checked with 8,760 hourly values, winter weeks, battery degradation and a mix of solar and wind supply.

Prices

More hours at zero or negative prices

In the first quarter of 2026 Spain recorded 397 hours with negative wholesale prices, against 48 in the same quarter of 2025. Midday energy is increasingly cheap; evening energy is not.

Storage that charges at midday and discharges in the evening captures that spread, and helps meet hourly matching at the same time.

Large energy consumers

Peak shaving: paying for the power you really need

Illustrative model of an industrial plant with production peaks above 8 MW. A 2 MW / 4 MWh battery keeps demand below 6.5 MW, so contracted power and demand charges can be reduced.

0246810Target maximum demand 6.5 MW00:0006:0012:0018:0024:00MWSupplied by the gridPeak covered by the battery
Industrial load profile with battery peak shaving
Maximum demand
8.5 MW → 6.5 MW (−24 %)
Energy shifted by the battery
3.9 MWh per day
Battery
2 MW / 4 MWh, one cycle per day

Audit criteria

What we measure in an energy study

IndicatorReferenceWhy it matters
Power factor (cos φ)Reactive energy is charged below 0.95Direct cost on the bill; correction often pays back quickly
Voltage harmonic distortion (THD)EN 50160: up to 8 % at the supply pointOverheating of transformers and cables, nuisance trips
Current harmonics from drives, rectifiers and UPSIEC 61000 / IEEE 519 guidanceDefines filters and the PCS specification
Voltage sags and interruptionsCounted and classified per EN 50160Lost production; ride-through requirement for storage
Maximum demand per tariff periodContracted power P1 to P6 vs measured peaksContract optimisation and peak-shaving potential
Load factor and peak-to-average ratioMeasured on interval dataBattery sizing and business case
PUE (data centres)Transitional ceiling 1.25 in the revised decreeCooling and EMS strategy

Electro-intensive industry

Support that depends on good data

Certified electro-intensive consumers can recover up to 85 % of the charges for renewable and cogeneration support paid on their electricity, through annual calls of the Ministry of Industry. Accurate metering and energy reporting make these files easier to prepare and defend.

Data: Red Eléctrica, OMIE, MITECO, Ministry of Industry and public announcements. Models, tables and analysis: STEG Technological Platform. Illustrative models are not a sizing for any specific site.

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