Shekara guda da ta wuce, lokacin da abokan aiki a cikin masana'antu suka tattauna yanayin ajiyar makamashi na Turai, tattaunawar kusan kusan ta kasance a cikin Jamus, Birtaniya, ko Italiya. A yau, akwai wata sabuwar ƙasa da ta ci gaba da tahowa a cikin kirana, da inbox, da taro na: Spain.

A matsayin wanda ke aiki a cikin tallace-tallace na BESS na kasa da kasa kuma yana magana da masu haɓakawa, EPCs, da masu haɗin gwiwa a duk faɗin Turai a kowace rana, Ina sanya shi kasuwancina don fahimtar ba kawai ƙayyadaddun samfuri da farashin farashi ba, amma ƙarfin kasuwa mai zurfi a wasa - sauye-sauyen manufofin, grid kuzarin kawo cikas, ƙirar kasuwar wutar lantarki, da dabarun kasuwanci waɗanda ke haifar da yanke shawarar saka hannun jari.

Yayin da na tono cikin Spain, na ƙara gamsuwa cewa ba kawai wata kasuwa ce mai tasowa ba. Yana daf da zama ɗaya daga cikin labaran ajiyar makamashi masu tasiri a Turai.

Abin da ya sa Spain ta bambanta shi ne cewa gaggawar a nan ba ta dace ba. An riga an ji shi - a cikin mafi yawan visceral hanya mai yiwuwa.

Kiran Farkawa: Afrilu 28, 2025

A ranar 28 ga Afrilu, 2025, da ƙarfe 12:33 na rana, Spain da Portugal sun sami cikakken baƙar fata na farko a tarihin tsarin wutar lantarki na Iberian. A cikin daƙiƙa biyar, grid ɗin ya yi asarar kusan 15 GW na zamani - kusan 60% na bukatun ƙasa. Sama da mutane miliyan 50 ne abin ya shafa. An dakatar da zirga-zirgar ababen hawa a Madrid da Lisbon. Asibitoci sun canza zuwa injin janareta. Cibiyoyin sadarwar wayar hannu sun yi shiru. Har zuwa awanni 16 ba a maido da wuta cikakke ba.

An kiyasta tasirin tattalin arziki a €2-5 biliyan. An yi asarar rayuka tara.

Tsawon watanni, hasashe ya ci tura. Harin yanar gizo ne? Rashin nasarar abubuwan sabuntawa? Laifin kayan aikin cascading? Lokacin da ENTSO-E ta buga rahoton bincikenta na ƙarshe a cikin Maris 2026, amsar ta fi rikitarwa - kuma ta fi mahimmanci - fiye da kowace ka'idar dalili guda.

Bakin baki ya kasance a Multifactorial overvoltage taron. Tsarin, yana gudana akan kusan kashi 80% na hasken rana da iska a lokacin, ba shi da isasshen ƙarfin sarrafa wutar lantarki. Tun da sanyin safiya ake ganin motsin oscillations. Maɓallan da za a iya aikawa sun kasance a layi. Tsirrai masu sabuntawa suna aiki a cikin ƙayyadaddun yanayin yanayin wutar lantarki - ma'ana ba za su iya goyan bayan wutar lantarki mai ƙarfi ba lokacin da tsarin ya fi buƙatuwa. Kuma a zahiri, Ƙarfin ajiyar makamashin baturi ya yi iyaka sosai don samar da sabis na grid mai sauri, na gida wanda zai iya daidaita tsarin.

Kamar yadda wani bincike ya bayyana a fili: "Ba game da sabuntawa ba ne - game da sarrafa wutar lantarki ne."

Darasi ya bayyana a sarari. Tsarin wutar lantarki tare da 70% masu sabuntawa kuma kusan babu ajiya ba cikakken canjin makamashi bane. Tsari ne da ke gudana ba tare da net ɗin tsaro ba.

Daga Wake-Kira zuwa Canjin Kasuwa

Bakin ba ya haifar da kasuwar ajiya ta Spain. Amma ya hanzarta abin da ya riga ya zama makawa.

Canjin makamashi na Spain ya kasance mai ban mamaki ta kowane ma'auni. Kasar yanzu ta kare 46 GW na shigar da ƙarfin PV na hasken rana - mafi girma a Turai - tare da abubuwan sabuntawa suna lissafin kusan kashi 70% na jimlar ƙarfin da aka shigar. A cikin Q1 2026 kadai, Spain ta kara 2.3 GW na ma'aunin amfani da hasken rana, karuwar 5.5% a cikin kwata guda.

Amma wannan nasarar ta haifar da nata matsalar - wacce kowace kasuwa mai haɓakawa a ƙarshe ke fuskanta.

Annobar Farashin Mara Kyau

A cikin 2024, Spain ta sami sa'o'i 168 na farashin wutar lantarki mara kyau. A cikin 2025, wannan adadi ya karu zuwa 555 hours - fiye da sau uku. Ta Q1 2026, Spain ta riga ta shiga awa 397 na farashin ƙananan sifili, idan aka kwatanta da kawai 48 hours a daidai wannan lokacin na 2025. A cikin Q2 2025 kadai, Spain ta rubuta 411 mara kyau-farashin sa'o'i - mafi girma na kowane EU-10 kasuwa.

A halin yanzu, yaɗuwar farashin cikin rana ya ƙaru sosai. Yaduwar yau da kullun tsakanin ƙananan sa'o'i masu tsada da tsada yanzu a kai a kai ya wuce €150/MWh. A ranar 3 ga Yuli, 2025, farashin wutar lantarkin dillali ya bazu a Spain ya kai €177.95/MWh.

Wannan shi ne sa hannun littafin karatu na grid cike da hasken rana: farashin tsakar rana ya faɗi zuwa sifili ko ƙasa, yayin da kololuwar farashin maraice ya ƙaru yayin da tsarar rana ke ɓacewa kuma buƙatun ke ƙaruwa. Farashin kama hasken rana a Spain ya faɗi kashi 12% duk shekara zuwa matsakaicin €39.93/MWh a cikin 2025, tare da matsakaita na wata-wata yana raguwa ƙasa da €20/MWh yayin mafi girman watannin hasken rana.

Sakon daga kasuwa ba shi da tabbas: ba game da yawan kuzarin da kuke samarwa ba - game da lokacin da kuka samar da shi ne.

Canjin Kasuwar Makamashi ta Spain: Haɓakar Farashi mara kyau da Buƙatar BESS girma

Fashewar Bututun Mai

Martanin Spain ga waɗannan ƙalubalen ya kasance cikin sauri kuma mai ƙarfi.

Bututun aikin BESS ya tashi da ban mamaki 464% a kowace shekara. Red Eléctrica ta riga ta amince 22 GW na izinin haɗin grid na ajiya, tare da ƙarin 16 GW da ke jiran amincewa. Sama da 25 GW na ayyukan baturi yanzu suna cikin layin haɗin grid.

Dangane da Tsarin Haɗin Makamashi da Yanayi na Ƙasar Spain (PNIEC), ƙasar tana hari 22.5 GW na ajiyar makamashi nan da 2030 - makasudin da a yanzu bai yi kama da buri ba amma dole.

Manazarta masana'antu suna aiki kusan 1 GWh na sabbin kayan aikin ajiya a cikin 2026 (karu da kashi 233% na shekara-shekara), yana tashi zuwa 2 GWh a cikin 2027 da kaiwa 6.8 GWh ta 2030.

Kuma ayyukan sun riga sun ci gaba:

• Naturgy ya karya kasa kan ayyukanta na BESS guda hudu na farko (160MW/342 MWh) a Almería da Tsibirin Canary, tare da tarin ayyuka 10 da ya kai Yuro miliyan 80 na zuba jari.
• Iberdrola An ba da izini ga manyan batura na farko na Spain a cikin Janairu 2026 - Romeral da Olmedilla a Cuenca, kowane 30 MW / 60 MWh - a matsayin wani ɓangare na kunshin 173 MW wanda aka goyi bayan € 37.5 miliyan a cikin kuɗin PERTE.
• Grenergy yana gina BESS mafi girma a Spain har zuwa yau: aikin 150MW/600MWh Oviedo, tare da kwangilar kuɗin kuɗi na shekaru 10 tare da kayan aikin saka hannun jari.
• FRV yana haɓaka 334 MW / 1,336 MWh a cikin ci gaba shida a cikin Catalonia.
• Acciona, Statkraft, Galp, OPD Energy, Ignis, Zelestra, Engie, Repsol, da Endesa duk suna ci gaba da manyan bututun mai.

Zelestra, ɗaya daga cikin manyan masu haɓakawa na Spain, ya bayyana hakan a sarari: "Ba mu fahimci duk wani aikin hasken rana na PV ba tare da wani ajiya ba. Wannan wajibi ne."

A zahiri, duk kwangilar BESS 400 da aka bibiya a cikin Spain a cikin 2025 sun kasance tare da hasken rana - alama ce ta bayyana cewa kasuwa ta shigar da dabarun adana hasken rana-da-ajiya a matsayin sabon tsoho.

Manufar Tailwind

Manufofin suna motsawa don cimma gaskiyar kasuwa - kuma a wasu yankuna, a gaba.

A cikin Mayu 2026, Hukumar Tarayyar Turai ta amince da Spain a hukumance karfin kasuwa inji, wanda zai tattara har zuwa Yuro biliyan 9 akan 2026-2036 don tabbatar da wadatar albarkatun. Wannan shine mai canza wasa don ajiya, yana samar da tsarin kudaden shiga na kwangila na dogon lokaci wanda ke canza BESS daga fare na 'yan kasuwa zuwa kadarar ababen more rayuwa na banki.

Bayan kasuwar iya aiki, turawar ajiyar Spain tana tallafawa ta hanyoyin samar da kudade da yawa:

• Kudin PERTE (EU farfadowa da na'ura da Resilience Facility) ba da tallafin BESS capex
• FEDER mai goyon baya gwanjon ƙirƙira don ajiyar makamashi
• EU ta Dabarun Adana Makamashi da mafi girman 200 GW EU-fadi na ajiya manufa don 2030
• Canji zuwa Raka'o'in lokacin kasuwa na mintuna 15 (wanda ya dace da Oktoba 2025 a cikin mafi yawan kasuwannin Turai na gaba), wanda ya haɓaka ƙimar farashin da ake iya gani da kuma faɗaɗa damar sasantawa ga masu gudanar da ajiya.

Canjin tsarin zuwa granularity na mintuna 15 yana da mahimmanci musamman ga Spain. Fitowar tsarin farashi na “sawtooth” na sa’o’i cikin sa’o’i-wanda ke motsa shi ta hanyar sake sabunta ramuka da grid - ya haifar da ƙarin matakan sasantawa waɗanda kawai ba su wanzu a ƙarƙashin tsohuwar tsarin sasantawa na sa’o’i.

Abin da Abokan ciniki ke nema

Ta hanyar tattaunawa ta yau da kullun tare da abokan ciniki masu aiki a cikin kasuwar Sipaniya, na lura da ingantaccen juyin halitta a cikin abin da suke buƙata - kuma ya wuce kayan masarufi.

Shekara ɗaya ko biyu da suka gabata, tattaunawar ta kasance akan sinadarai ta salula, farashin tsarin, da lokacin isarwa. A yau, tambayoyin sun bambanta sosai:

• "Shin EMS ɗin ku na iya haɓakawa a cikin magudanan kuɗaɗen shiga da yawa - hukunci na gaba-gaba, sabis na tallafi, wajibcin kasuwa - a lokaci guda?"
• "Shin tsarin ku yana bin sabbin lambobin grid na Spain da dokokin Turai, gami da buƙatun tallafin wutar lantarki?"
• "Shin za ku iya goyan bayan damar samar da grid? Baƙar fata ya nuna mana cewa sarrafa wutar lantarki ba na zaɓi ba ne."
• "Wane irin umarni da tallafin O&M na dogon lokaci za ku iya bayarwa a cikin gida?"
• "Yaya kuke tafiyar da haɗin gwiwa tare da kadarorin hasken rana? Farashin kama mu na rugujewa ba tare da ajiya ba."

Waɗannan ba tambayoyin yau da kullun ba ne. Suna nuna kasuwar da ta wuce "aikin ajiya zai yi aiki a nan?" lokaci kuma ya shiga "ta yaya muke sa ajiya yayi aiki da kyau a nan?" lokaci.

Wannan shine ainihin canjin da nake tsammanin - kuma yana nuna abin da na gani a wasu kasuwannin Turai masu tasowa. Gasa a cikin masana'antar ajiyar makamashi ba ta kasance game da wanda baturin sa ya yi ƙasa da kowace kilowatt-hour ba. Yana da game da wanda zai iya sadar da haɗin gwiwar bayani wanda ke haifar da ƙima na dogon lokaci a duk tsawon rayuwar aikin.

Ga masu haɓakawa da ke fuskantar durkushewar farashin kama hasken rana, madaidaicin abokiyar ajiya ba kawai mai siyar da kayan aiki ba ne. Suna buƙatar wanda ya fahimci ƙayyadaddun ƙayyadaddun yanayin kasuwar wutar lantarki ta Sipaniya - ƙirar farashi mara kyau, tarin kudaden shiga na sabis, tsarin kasuwa mai ƙarfi, ƙyalli mai ƙyalli - kuma yana iya tsara tsarin da ke samun monetize duka.

Haɗin kai tare da Abokan ciniki da Abokan Hulɗa a The mafi wayo E Europe 2026

Tabbas kowace kasuwa tana da saurin ci gabanta.

Spain har yanzu kasuwa ce mai tasowa, inda manufofi, tsarin kasuwanci, da hanyoyin kasuwar wutar lantarki ke ci gaba da bunkasa. Amma wannan shi ne ainihin abin da ke sa shi farin ciki sosai. Saurin haɓakarsa yana ƙirƙirar sabbin dama ga masu haɓakawa, kamfanonin EPC, masu saka hannun jari, da masu samar da mafita.

Ƙungiyar Wenergy a The smarter E Europe 2026

A The mafi wayo E Turai 2026, tattaunawa game da haɓakar haɓaka makamashi na Spain ya ci gaba da fitowa.

A gare ni, kowace kasuwa da na yi bincike da kowane abokin ciniki da nake hulɗa da shi yana da ƙwarewar koyo mai mahimmanci. Kowace ƙasa tana da nata tsarin makamashi na musamman, tsarin tsari, da tsammanin abokin ciniki. Da zarar na fahimci waɗannan bambance-bambance, mafi kyawun zan iya taimaka wa abokan ciniki su sami mafita waɗanda suka dace da takamaiman bukatunsu.

Daura

Spain ba ta rasa ƙalubalenta. Izinin ya kasance a hankali - a cikin H1 2025, 64% na ayyukan BESS sun makale a cikin nazarin muhalli ko ba da izini a farkon matakin, kuma babu aikin ajiya guda ɗaya wanda ya sami cikakkiyar amincewar gini. Layin haɗin grid suna da tsayi. Tsarin tsari, yayin da yake ingantawa, har yanzu yana ci gaba. Ana ci gaba da kammala bayanan iya aiki.

Amma waɗannan su ne rikice-rikice na kasuwa a cikin saurin canji, ba alamun tsayawa ba. Direbobin da ke ƙasa - jikewar hasken rana, farashi mara kyau, mahimmancin zaman lafiyar grid, kasuwar ƙarfin yuro biliyan 9, da manufa ta ƙasa 22.5 GW - tsari ne kuma ba za a iya juyawa ba.

Kowace kasuwa da na yi karatu da kowane abokin ciniki da nake hulɗa da shi yana koya mini wani sabon abu. Spain ta koya mani haka Ma'ajiyar makamashi ba kawai game da baturi ba ne. Yana da game da fahimtar grid, karanta siginar kasuwa, kewaya yanayin tsari, da gina hanyoyin samar da ƙima ba kawai a rana ɗaya ba, amma a cikin tsarin rayuwar kadari na shekaru 15 zuwa 20.

Baƙin Afrilun 2025 abin takaici ne kuma gargaɗi ne. Amma martanin - karuwar bututun mai kashi 464%, kasuwar iya aiki ta kasa, sanarwar ayyukan aiki daga kowane manyan kayan aikin Spain - ya nuna cewa kasuwa ta ji sakon da karfi da haske.

Labarin ajiyar makamashi na Spain yana farawa. Ina fatan ci gaba da koyo daga takwarorinsu na masana'antu da kuma yin aiki tare da abokan tarayya a duk faɗin Turai don tallafawa mataki na gaba na ci gaban ajiyar makamashi.

Game da marubucin: Marubucin yana aiki a cikin tallace-tallace na BESS na kasa da kasa a Wenergy, yana tallafawa EPCs, masu haɓakawa, da masu haɗawa a cikin kasuwannin Turai tare da ma'auni-ma'auni da kasuwanci & masana'antu na ajiyar makamashi.

Mabuɗin bayanan bayanai: SolarPower Turai Kasuwar Batirin Turai Outlook 2026-2030; Rahoton bincike na ƙarshe na ENTSO-E akan duhun Iberian (Maris 2026); S&P Duniya; Red Eléctrica de España; Ma'aikatar Mutanen Espanya don Canjin Muhalli (MITECO); Pexapark; Bloomberg; Epex Spot.