Chaka chapitacho, pamene ogwira nawo ntchito m'makampaniwa adakambirana za malo osungirako mphamvu ku Ulaya, zokambiranazo pafupifupi nthawi zonse zinkazungulira Germany, UK, kapena Italy. Lero, pali dziko latsopano lomwe limandiimbirabe mafoni, ma inbox anga, ndi misonkhano yanga: Chigawenga.

Monga munthu yemwe amagwira ntchito m'makampani ogulitsa BESS apadziko lonse lapansi ndipo amalankhula ndi opanga, ma EPC, ndi ophatikiza ku Europe tsiku lililonse, ndimapanga bizinesi yanga kuti ndimvetsetse osati zamtundu wazinthu ndi mitengo, komanso mphamvu zamsika zomwe zimaseweredwa - kusintha kwa mfundo, mphamvu za grid, kapangidwe kamsika wamagetsi, ndi malingaliro azamalonda omwe amayendetsa zisankho zandalama.

Ndikamakumba kwambiri ku Spain, ndimakhala wotsimikiza kuti si msika wina womwe ukubwera. Yatsala pang'ono kukhala imodzi mwa nkhani zofunika kwambiri zosungira mphamvu ku Ulaya.

Chomwe chimapangitsa Spain kukhala yosiyana ndikuti kufulumira kuno sikongoyerekeza. Izo zamveka kale - m'njira yotheka kwambiri ya visceral.

Tsiku Lomaliza Ntchito: Epulo 28, 2025

Pa Epulo 28, 2025, nthawi ya 12:33 PM, Spain ndi Portugal adazimitsidwa koyamba m'mbiri yamagetsi amagetsi ku Iberia. Mu masekondi asanu, gululi anataya pafupifupi 15 GW ya m'badwo - pafupifupi 60% ya zofuna za dziko. Anthu oposa 50 miliyoni anakhudzidwa. Magalimoto ayimitsidwa ku Madrid ndi Lisbon. Zipatala zidasinthiratu kukhala majenereta osungira. Maukonde am'manja adakhala chete. Mphamvu sizinabwezeretsedwe kwathunthu kwa maola 16.

Zotsatira zachuma zidayesedwa pa € 2-5 biliyoni. Miyoyo isanu ndi inayi inatayika.

Kwa miyezi ingapo, anthu ankangopeka. Kodi chinali cyberattack? Kulephera kwa zongowonjezwdwa? Kuwonongeka kwa zida zotulutsa? Pamene ENTSO-E idasindikiza lipoti lake lomaliza lofufuza mu Marichi 2026, yankho linali lovuta kwambiri - komanso lofunika kwambiri - kuposa lingaliro lililonse la chifukwa chimodzi.

Kuzimitsidwa kunali a multifactorial overvoltage chochitika. Dongosololi, lomwe likuyenda pafupifupi 80% ya solar ndi mphepo panthawiyo, linalibe mphamvu zokwanira zowongolera magetsi. Zosintha zakhala zikuwonekera kuyambira m'mawa. Magawo ofunikira otumizidwa anali opanda intaneti. Zomera zongowonjezedwanso zinali zikugwira ntchito mokhazikika - kutanthauza kuti sakanatha kuthandizira mphamvu yamagetsi pomwe makina amafunikira kwambiri. Ndipo motsutsa, mphamvu yosungira mphamvu ya batri inali yochepa kwambiri kuti apereke chithandizo chachangu cha gridi chapafupi chomwe chikanakhazikitsa dongosolo.

Monga momwe kuwunikira kumodzi kukufotokozera momveka bwino kuti: "Sizokhudza zongowonjezeranso - zikukhudza kuwongolera magetsi."

Phunziro linali lomveka bwino. Dongosolo lamagetsi lomwe lili ndi 70% zongowonjezedwanso ndipo pafupifupi palibe kusungirako sikusintha kwamphamvu komaliza. Ndi dongosolo lomwe likuyenda popanda ukonde wachitetezo.

Kuchokera ku Wake-Up Call kupita ku Market Inflection

Kuzimitsa sikunapangitse msika wogulitsa ku Spain. Koma inafulumizitsa zomwe zinali zosapeŵeka kale.

Kusintha kwamphamvu ku Spain kwakhala kodabwitsa mwanjira iliyonse. Dziko tsopano latha 46 GW ya mphamvu ya solar PV yoyika - yayikulu kwambiri ku Europe - yokhala ndi zowonjezera zomwe zimawerengera pafupifupi 70% ya mphamvu zonse zomwe zidayikidwa. Mu Q1 2026 yokha, Spain idawonjezera 2.3 GW ya solar solar, kuwonjezeka kwa 5.5% kotala limodzi.

Koma kupambana uku kwadzetsa vuto lake lomwe - lomwe msika uliwonse wowonjezedwanso kwambiri umakumana nawo.

The Negative Price Mliri

Mu 2024, Spain idalemba maola 168 amitengo yoyipa yamagetsi. Mu 2025, chiwerengerocho chinakwera 555 maola - kuposa katatu. Pofika Q1 2026, Spain inali italowa kale 397 maola ya mitengo yamtengo wapatali, poyerekeza ndi maola 48 okha mu nthawi yomweyo ya 2025. Mu Q2 2025 yokha, Spain inalemba maola 411 amtengo wapatali - apamwamba kwambiri pa msika uliwonse wa EU-10.

Pakadali pano, kufalikira kwamitengo ya intraday kwakula kwambiri. Kufalikira kwatsiku ndi tsiku pakati pa maola otsika ndi okwera mtengo tsopano kumaposa nthawi zonse €150/MWh. Pa Julayi 3, 2025, mtengo wamagetsi ogulitsa ku Spain udafika €177.95/MWh.

Ichi ndiye siginecha yamabuku a gululi yodzaza ndi solar: mitengo ya masana imatsika mpaka ziro kapena kutsika, pomwe mitengo yokwera madzulo imakwera pomwe mphamvu yoyendera dzuwa ikusoweka ndikufunikila kukwera. Mitengo yolanda dzuwa ku Spain idatsika ndi 12% pachaka mpaka pafupifupi €39.93/MWh mu 2025, kuchuluka kwa pamwezi kutsika pansi pa €20/MWh m'miyezi yapamwamba kwambiri ya dzuwa.

Mauthenga ochokera kumsika ndi omveka bwino: sizilinso za kuchuluka kwa mphamvu zomwe mumapanga - ndi nthawi yomwe mumazipanga.

Kusintha kwa Msika Wamagetsi ku Spain: Kukwera Mitengo Yoipa ndi Kukula Kufunika kwa BESS

Kuphulika kwa Pipeline

Yankho la Spain pazovutazi lakhala lachangu komanso lalikulu.

Paipi ya projekiti ya BESS yapita patsogolo modabwitsa 464% pachaka. Red Eléctrica yavomereza kale 22 GW zololeza kulumikizana ndi gridi yosungirako, ndi 16 GW yowonjezera yomwe ikuyembekezeredwa. Zopitilira 25 GW zamaprojekiti a batri tsopano ali pamzere wolumikizira gridi.

Malinga ndi National Integrated Energy and Climate Plan yaku Spain (PNIEC), dzikolo likufuna 22.5 GW yosungirako mphamvu pofika 2030 - chandamale chomwe tsopano chikuwoneka osati chofuna kutchuka koma chofunikira.

Akatswiri ofufuza ntchito pafupifupi 1 GWh yosungirako zatsopano mu 2026 (kuwonjezeka kwa 233% pachaka), kukwera mpaka 2 GWh mu 2027 ndi kufika 6.8 GWh pofika 2030.

Ndipo ma projekiti akuyenda kale:

• Naturgy idakhazikika pama projekiti ake anayi oyamba a BESS (160 MW / 342 MWh) ku Almería ndi Canary Islands, ndi ma projekiti 10 okwana € 80 miliyoni pakugulitsa.
• Iberdrola adatumiza mabatire akulu akulu aku Spain mu Januware 2026 - Romeral ndi Olmedilla ku Cuenca, iliyonse 30 MW / 60 MWh - ngati gawo la phukusi la 173 MW lothandizidwa ndi € 37.5 miliyoni mundalama za PERTE.
• Grenergy ikupanga BESS yayikulu kwambiri ku Spain mpaka pano: projekiti ya Oviedo ya 150 MW / 600 MWh, yokhala ndi mgwirizano wazaka 10 wolipirira ndalama ndi gulu lothandizira ndalama.
• Mtengo wa FRV ikupanga 334 MW / 1,336 MWh pamakhazikitsidwe asanu ndi limodzi ku Catalonia.
• Acciona, Statkraft, Galp, OPD Energy, Ignis, Zelestra, Engie, Repsol, ndi Endesa zonse zikupita patsogolo kwambiri mapaipi.

Zelestra, m'modzi mwa otsogola ku Spain, adanena momveka bwino: "Sitikuzindikira pulojekiti iliyonse ya dzuwa ya PV popanda kusungirakonso. Ndizoyenera."

M'malo mwake, mapangano onse 400 omwe adatsatiridwa ndi BESS ku Spain mu 2025 adapezeka ndi solar - chizindikiro chodziwikiratu kuti msika wayika malingaliro a solar-plus-storage ngati chosasinthika chatsopano.

The Policy Tailwind

Ndondomeko ikupita kuti igwirizane ndi zenizeni za msika - ndipo m'madera ena, patsogolo pake.

Mu Meyi 2026, European Commission idavomereza dziko la Spain njira ya msika wa mphamvu, zomwe zidzasonkhana mpaka € 9 biliyoni pa 2026-2036 kuonetsetsa kukwanira kwa zinthu. Izi ndizosintha zosungirako, zomwe zimapereka ndalama zomwe anthu akhala akuchita kwa nthawi yayitali zomwe zimasintha BESS kuchoka pa kubetcha kwa wamalonda kukhala katundu wosungika.

Kupitilira msika wamagetsi, kukakamiza kosungirako ku Spain kumathandizidwa ndi njira zingapo zopezera ndalama:

• PERTE ndalama (EU Recovery and Resilience Facility) yopereka ndalama ku BESS capex
• FEDER-backed zogulitsa zatsopano zosungira mphamvu
• Mayiko a EU Njira Yosungira Mphamvu ndi chandamale chokulirapo cha 200 GW EU-wide chosungira mu 2030
• Kusintha kupita ku Mphindi 15 za nthawi ya msika (kuyambira Okutobala 2025 m'misika yambiri yaku Europe), zomwe zakulitsa kusakhazikika kwamitengo komanso kukulitsa mwayi wopikisana nawo wosungirako zinthu.

Kusintha kwa kamangidwe kukhala granularity ya mphindi 15 ndikofunikira kwambiri ku Spain. Kuwonekera kwa mitengo ya "ma sawtooth" a ola limodzi - motsogozedwa ndi zopinga zongowonjezereka komanso zovuta za gridi - kwapanga zigawo zina zowonjezera zomwe sizinalipo pansi pa ulamuliro wakale wa ola limodzi.

Zomwe Makasitomala Akufunsa

Kupyolera mu zokambirana zanga za tsiku ndi tsiku ndi makasitomala omwe akugwira ntchito pamsika wa ku Spain, ndawona kusintha komveka pa zomwe amafunikira - ndipo zimapitirira kuposa hardware.

Chaka chimodzi kapena ziwiri zapitazo, zokambiranazo zinali makamaka zama cell chemistry, mitengo yamakina, komanso nthawi yobweretsera. Masiku ano, mafunso ndi osiyana kwambiri:

• "Kodi EMS yanu ingakwaniritsire njira zambiri zopezera ndalama - kusagwirizana kwatsiku ndi tsiku, ntchito zothandizira, maudindo amsika - nthawi imodzi?"
• "Kodi makina anu amatsatira ma code aposachedwa a gridi yaku Spain ndi malamulo aku Europe, kuphatikiza zofunikira zothandizira magetsi?"
• "Kodi mungathe kuthandizira kupanga gridi? Kuzimitsa kwamagetsi kunatiwonetsa kuti kuwongolera magetsi sikulinso kosankha."
• "Ndi chithandizo chamtundu wanji komanso chithandizo chanthawi yayitali cha O&M chomwe mungapereke kwanuko?"
• "Kodi mumayendetsa bwanji malo ogwirizana ndi zinthu zomwe zilipo kale? Mitengo yathu yojambula ikutsika popanda kusungirako zinthu."

Awa si mafunso wamba. Zikuwonetsa msika womwe wadutsa "kodi kusungirako kudzagwira ntchito kuno?" gawo ndikulowa "kodi timapanga bwanji kuti zosungira zigwire bwino ntchito pano?" gawo.

Uku ndiye kusintha komwe ndimayembekezera - ndipo kukuwonetsa zomwe ndawona m'misika ina yaku Europe yaku Europe. Mpikisano mumakampani osungira mphamvu sikulinso za omwe batire imawononga ndalama zochepa pa ola la kilowatt. Ndi za ndani yemwe angapereke yankho lophatikizika lomwe limapanga phindu lanthawi yayitali pa moyo wonse wa polojekiti.

Kwa opanga omwe akukumana ndi kugwa kwamitengo yojambula ma solar, osungira oyenera samangogulitsa zida. Amafunikira munthu amene amamvetsetsa momwe msika wamagetsi waku Spain ukugwirira ntchito - mitengo yoyipa, machulukidwe a ndalama zothandizira ntchito, momwe msika umagwirira ntchito, zolepheretsa zololeza - ndipo atha kupanga njira yopangira ndalama zonse.

Kulumikizana ndi Makasitomala ndi Othandizana nawo ku The smarter E Europe 2026

Inde, msika uliwonse uli ndi liwiro lake la chitukuko.

Spain idakali msika womwe ukubwera, pomwe mfundo, mabizinesi, ndi njira zamisika yamagetsi zikupitilizabe kusintha. Koma izi ndi zomwe zimapangitsa kuti zikhale zosangalatsa kwambiri. Kukula kwake mwachangu kukupanga mwayi watsopano kwa opanga, makampani a EPC, osunga ndalama, ndi opereka mayankho.

Gulu la Wenergy ku The smarter E Europe 2026

Pa The smarter E Europe 2026, zokambirana zozungulira kukula kwa mphamvu yaku Spain kusungitsa mphamvu zidapitilira kuwonekera.

Kwa ine, msika uliwonse womwe ndimafufuza komanso kasitomala aliyense yemwe ndimalumikizana naye ndi phunziro lofunika kwambiri. Dziko lirilonse liri ndi mphamvu yakeyake ya mphamvu, ndondomeko yoyendetsera, ndi zomwe makasitomala amayembekezera. Ndikamamvetsetsa kusiyana kumeneku, ndimatha kuthandiza makasitomala kupeza mayankho omwe akugwirizana ndi zosowa zawo.

Kuyang'ana M'tsogolo

Spain ilibe zovuta zake. Kuloleza kumakhalabe pang'onopang'ono - mu H1 2025, 64% ya mapulojekiti a BESS adakakamira pakuwunika kwachilengedwe kapena kuloleza koyambirira, ndipo palibe projekiti imodzi yokha yosungiramo yomwe idalandira chivomerezo chonse cha zomangamanga. Mizere yolumikizira ma gridi ndi yayitali. Ndondomeko yoyendetsera, pamene ikuwongolera, ikupitabe. Tsatanetsatane wa msika wa mphamvu ikumalizidwabe.

Koma izi ndizovuta za msika zomwe zikuyenda mwachangu, osati zizindikiro za kuyimirira. Madalaivala oyambira - kuchuluka kwa dzuwa, mitengo yoyipa, kukhazikika kwa gridi, msika wa € 9 biliyoni, ndi chandamale cha 22.5 GW - ndizokhazikika komanso zosasinthika.

Msika uliwonse womwe ndimaphunzira ndipo kasitomala aliyense yemwe ndimachita nawo amandiphunzitsa china chatsopano. Spain yandiphunzitsa zimenezo kusungirako mphamvu sikungokhudza mabatire. Ndizokhudza kumvetsetsa gululi, kuwerenga zikwangwani zamsika, kuyang'ana momwe amawongolera, ndikumanga mayankho omwe amapereka phindu osati tsiku loyamba, koma kudutsa zaka 15 mpaka 20 za moyo wachuma.

Kuzimitsa kwa Epulo 2025 kunali kowopsa komanso chenjezo. Koma kuyankha - kukwera kwa mapaipi a 464%.

Nkhani yosungira mphamvu ku Spain ikuyamba kumene. Ndikuyembekezera kupitiriza kuphunzira kuchokera kwa anzanga ogwira nawo ntchito ndikugwira ntchito ndi ogwira nawo ntchito ku Ulaya konse kuti ndithandizire gawo lotsatira la chitukuko chosungira mphamvu.

Za wolemba: Wolembayo amagwira ntchito m'misika yapadziko lonse ya BESS ku Wenergy, kuthandizira ma EPC, omanga, ndi ophatikiza m'misika yonse yaku Europe ndi njira zosungirako zogwiritsira ntchito komanso zamalonda ndi mafakitale.

Kochokera zidziwitso zazikulu: SolarPower Europe Mawonekedwe a Battery ku Europe 2026-2030; Lipoti lomaliza la ENTSO-E lofufuza zakuda kwa Iberia (March 2026); S&P Global; Red Electrica de España; Utumiki waku Spain wa Kusintha kwa Zachilengedwe (MITECO); Pexapark; Bloomberg; Epex Spot.