Ngonyaka odlule, lapho ozakwabo embonini bexoxa ngendawo yokugcina amandla yaseYurophu, ingxoxo cishe yayivame ukuzungeza iJalimane, i-UK, noma i-Italy. Namuhla, kunezwe elisha elilokhu livela ezingcingweni zami, ebhokisini lami lokungenayo, kanye nemihlangano yami: Spain.

Njengomuntu osebenza ekuthengisweni kwe-BESS yamazwe ngamazwe futhi okhuluma nabathuthukisi, ama-EPC, nabahlanganisi kulo lonke elaseYurophu nsuku zonke, ngikwenza ibhizinisi lami ukuqonda hhayi nje ukucaciswa komkhiqizo namanani, kodwa amandla emakethe ajulile adlalayo - ukushintsha kwenqubomgomo, amandla egridi, idizayini yemakethe kagesi, kanye nengqondo yezohwebo eqhuba izinqumo zokutshala izimali.

Lapho ngimba kakhulu eSpain, kulapho ngiqiniseka khona ukuthi akuyona nje enye imakethe esafufusa. Isonqenqemeni lokuba enye yezindaba ezibaluleke kakhulu zokugcina amandla e-Europe.

Okwenza iSpain yehluke ukuthi ukuphuthuma lapha akukona okucatshangwayo. Sekuvele kuzwakele - ngendlela ye-visceral engenzeka.

Ucingo lokuvuka: Ephreli 28, 2025

Ngomhla zingama-28 kuMbasa, 2025, ngo-12:33 PM, i-Spain ne-Portugal zaba nokucinywa kokuqala okugcwele okugcwele emlandweni wohlelo lwamandla lwase-Iberia. Emasekhondini amahlanu, igridi ilahlekelwe cishe I-15 GW yesizukulwane - cishe u-60% wesidingo sikazwelonke. Bangaphezu kwezigidi ezingu-50 abantu abathintekile. Ukuma kwethrafikhi eMadrid naseLisbon. Izibhedlela zishintshele kumajeneretha asekelayo. Amanethiwekhi omakhalekhukhwini athule. Amandla awazange abuyiselwe ngokugcwele kuze kube amahora angu-16.

Umthelela wezomnotho ulinganiselwe €2–5 billion. Kwalahleka izimpilo eziyisishiyagalolunye.

Kwaphela izinyanga abantu beqagela. Ingabe kwakuyi-cyberattack? Ukwehluleka kokuvuselelekayo? Iphutha lemishini yokukhipha amanzi? Ngenkathi i-ENTSO-E ishicilela umbiko wayo wokugcina wophenyo ngoMashi 2026, impendulo yayiyinkimbinkimbi kakhulu - futhi ibaluleke kakhulu - kunanoma iyiphi ithiyori yembangela eyodwa.

Ukucinywa kukagesi kwaba a i-multifactorial overvoltage umcimbi. Uhlelo, olusebenza cishe ku-80% welanga nomoya ngaleso sikhathi, lwalungenawo amandla okulawula amandla kagesi aguqukayo. Ama-oscillations ayebonakala kusukela ekuseni kakhulu. Amayunithi angukhiye athumelekayo abengaxhunyiwe ku-inthanethi. Izitshalo ezivuselelekayo bezisebenza kumodi yesici samandla angaguquki - okusho ukuthi azikwazanga ukusekela amandla kagesi lapho isistimu iyidinga kakhulu. Futhi ngokujulile, umthamo wokugcina amandla ebhethri ubulinganiselwe kakhulu ukuhlinzeka ngezinsiza ezisheshayo, zegridi zasendaweni ebezingase zizinze uhlelo.

Njengoba okunye ukuhlaziya kukubeka ngokungagwegwesi: "Akukona mayelana nezinto ezivuselelekayo - kumayelana nokulawulwa kwamandla kagesi."

Isifundo sasicacile. Isistimu yamandla ene-70% evuselelekayo futhi cishe akukho sitoreji akuyona inguquko yamandla eqediwe. Iwuhlelo olusebenza ngaphandle kwenethi yokuphepha.

Kusuka ku-Wake-Up Call kuya e-Market Inflection

Ukucima kukagesi akuzange kudale imakethe yokugcina izinto yaseSpain. Kodwa kwasheshisa okwakuvele kungenakugwenywa.

Ukushintshwa kwamandla eSpain kuye kwaphawuleka nganoma yisiphi isilinganiso. Izwe seliphelile manje I-46 GW yomthamo we-solar PV ofakiwe - enkulu kunazo zonke eYurophu - enezivuseleli ezibalelwa cishe ku-70% wesamba somthamo ofakiwe. Ku-Q1 2026 iyodwa, iSpain yengeze i-2.3 GW yesikali selanga esisetshenziswayo, okuwukunyuka okungu-5.5% kwikota eyodwa.

Kodwa le mpumelelo idale eyayo inkinga - leyo zonke izimakethe ezivuselelekayo ekugcineni ibhekana nazo.

Ubhubhane Lwenani Elibi

Ngo-2024, iSpain yaqopha amahora angu-168 amanani entengo kagesi we-wholesale. Ngo-2025, leso sibalo sanda Amahora angu-555 - ngaphezu kokuphindwe kathathu. Ngo-Q1 2026, iSpain yayisivele ingenile amahora angama-397 wamanani angaphansi kukaziro, uma kuqhathaniswa namahora angu-48 nje esikhathini esifanayo sika-2025. Ku-Q2 2025 iyodwa, iSpain iqophe amahora enani elibi angu-411 - aphezulu kunanoma iyiphi imakethe ye-EU-10.

Ngaleso sikhathi, ukusabalala kwentengo ye-intraday kukhule kakhulu. Ukusabalala kwansuku zonke phakathi kwamahora aphansi namanani aphezulu manje adlula njalo €150/MWh. Ngomhla zi-3 kuJulayi 2025, intengo kagesi okuthengiswayo yasabalala eSpain €177.95/MWh.

Lesi isiginesha yencwadi yokufunda yegridi egcwele ilanga: izintengo zasemini ziyehla ziye kuqanda noma ngaphansi, kuyilapho izintengo zakusihlwa zikhuphuka njengoba ukuphehlwa kwelanga kunyamalala futhi kufunwa ukwanda. Izintengo zokuthwebula ilanga e-Spain zehle ngo-12% unyaka nonyaka zaya esilinganisweni se- €39.93/MWh ngo-2025, ngokwesilinganiso sanyanga zonke ehlela ngaphansi kuka-€20/MWh phakathi nezinyanga eziphakeme kakhulu zelanga.

Umlayezo ovela emakethe awunaphutha: akusasho ukuthi mangakanani amandla owakhiqizayo - kumayelana nokuthi uwakhiqiza nini.

I-Energy Market Shift yaseSpain: Ukukhuphuka Kwamanani Amibi kanye Nesidingo Esikhulayo Se-BESS

Ukuqhuma Kwepayipi

Ukusabela kweSpain kulezi zinselele kuye kwashesha futhi kukhulu.

Ipayipi lephrojekthi ye-BESS selikhuphuke ngendlela emangalisayo 464% unyaka nonyaka. I-Red Eléctrica isivele igunyazile 22 GW wezimvume zokuxhuma igridi yokugcina, nokugunyazwa okwengeziwe okungu-16 GW okulindile. Ngaphezu kuka-25 GW wamaphrojekthi webhethri manje asemgqeni wokuxhuma kugridi.

Ngokwe-National Integrated Energy and Climate Plan yaseSpain (PNIEC), izwe lihlosile 22.5 GW wesitoreji samandla ngo-2030 - okuhlosiwe manje okubukeka kungekona nje ukufuna ukuvelela kodwa kudingekile.

Abahlaziyi bezimboni benza cishe I-1 GWh yokufakwa okusha kwesitoreji ngo-2026 (ukwenyuka ngo-233% unyaka nonyaka), okukhuphukela 2 GWh ngo-2027 nokufinyelela 6.8 GWh ngo-2030.

Futhi amaphrojekthi asevele ayahamba:

• Imvelo iqhamuke kumaphrojekthi ayo okuqala e-BESS (160 MW / 342 MWh) e-Almería naseCanary Islands, enephothifoliyo yamaphrojekthi ayi-10 ehlanganisa ama-euro ayizigidi ezingama-80 ekutshalweni kwezimali.
• Iberdrola yethula amabhethri amakhulu okuqala eSpain ngoJanuwari 2026 - iRomeral ne-Olmedilla eCuenca, ngalinye lingama-30 MW / 60 MWh - njengengxenye yephakethe le-173 MW elisekelwa yi-€37.5 million yezimali ze-PERTE.
• Grenergy yakha i-BESS ezimele yodwa enkulu kunazo zonke e-Spain kuze kube manje: iphrojekthi ye-Oviedo engu-150 MW / 600 MWh, enenkontileka yeminyaka eyi-10 yokukhokhiswa kwezimali nensiza yezinga lokutshala imali.
• FRV ithuthukisa u-334 MW / 1,336 MWh ezindaweni eziyisithupha ezifakiwe eCatalonia.
• I-Acciona, i-Statkraft, i-Galp, i-OPD Amandla, i-Ignis, i-Zelestra, i-Engie, i-Repsol, ne-Endesa wonke athuthuka ngamapayipi amakhulu.

UZelestra, omunye wabathuthukisi abahamba phambili eSpain, ukubeke kwacaca: "Asiboni noma iyiphi iphrojekthi yelanga ye-PV ngaphandle kwesitoreji. Lokho kufanele."

Eqinisweni, zonke izinkontileka ze-BESS ezilandelelwe ezingama-400 eSpain ngo-2025 zahlanganiswa nelanga - okuwuphawu olucacile lokuthi imakethe ifake ngaphakathi ingqondo ye-solar-plus-storage njengokuzenzakalelayo okusha.

I-Policy Tailwind

Inqubomgomo iyahamba ukuze ihlangabezane neqiniso lemakethe - futhi kwezinye izindawo, ngaphambi kwayo.

NgoMeyi 2026, i-European Commission igunyaze ngokusemthethweni iSpain indlela yemakethe yamandla, ezohlanganisa kuze kufike €9 billion ngo-2026–2036 ukuqinisekisa ukwenele kwezinsiza. Lesi yisiguquli segeyimu yesitoreji, esihlinzeka ngokugeleza kwemali engenayo yenkontileka yesikhathi eside eguqula i-BESS isuke ekubeni ukubheja komthengisi ibe yimpahla yengqalasizinda ethengekayo.

Ngaphandle kwemakethe yamandla, i-push yaseSpain yokugcina isekelwa imifudlana eminingi yokuxhasa ngemali:

• Imali ye-PERTE (I-EU Recovery and Resilience Facility) ixhasa ngezimali i-BESS capex
• U-FEDER usekelwe indali emisha yokugcina amandla
• I-EU Isu Lokugcina Amandla kanye nethagethi yokulondoloza ebanzi engu-200 GW EU-wide ka-2030
• Inguquko eya Amaminithi angu-15 esikhathi semakethe (uqala ukusebenza ngo-Okthoba 2025 kuzo zonke izimakethe eziningi zase-Europe), okukhuphule ukuguquguquka kwamanani abonakalayo futhi kwanweba namathuba okuphikisana kubasebenzisi besitoreji

Ushintsho lwesakhiwo luye ku-granularity yemizuzu engu-15 lubaluleke kakhulu e-Spain. Ukuvela kwamaphethini entengo e-intra-hour "sawtooth" - okuqhutshwa ukunqwabelana okuvuselelekayo kanye nemikhawulo yegridi - kudale izendlalelo ze-arbitrage ezengeziwe ebezingekho ngaphansi kombuso omdala wokukhokha ngehora.

Lokho Amakhasimende Akucela Ngempela

Ngezingxoxo zami zansuku zonke namakhasimende asebenzayo emakethe yaseSpain, ngibone inguquko ecacile kulokho abakudingayo - futhi kudlula kakhulu ihadiwe.

Ngonyaka noma emibili edlule, ingxoxo yayimayelana nekhemikhali yeselula, amanani esistimu, nezikhathi zokulethwa. Namuhla, imibuzo ihluke kakhulu:

• "Ingabe i-EMS yakho ingasebenza kahle kuyo yonke imithombo yemali engenayo - i-arbitrage yansuku zonke, izinsizakalo ezihambisanayo, izibopho zemakethe yamandla - ngasikhathi sinye?"
• "Ingabe isistimu yakho iyahambisana namakhodi wegridi yakamuva ye-Spanish nemithetho yaseYurophu, okuhlanganisa nezidingo zosekelo lukagesi?"
• "Ungakwazi yini ukusekela ikhono lokwenza igridi? Ukucima kukagesi kubonise ukuthi ukulawulwa kwamandla kagesi akusakhethwa ngokuzithandela."
• "Hlobo luni lokusebenzisa kanye nokwesekwa kwe-O&M kwesikhathi eside ongakunikeza endaweni yangakini?"
• "Uyisingatha kanjani indawo ehlangene nempahla yelanga? Izintengo zethu zokuthwebula ziyehla ngaphandle kwesitoreji."

Lena akuyona imibuzo evamile. Zibonisa imakethe eye yadlula “kungabe isitoreji sizosebenza lapha?” isigaba futhi ufake kokuthi “senza kanjani isitoreji sisebenze kahle lapha?” isigaba.

Lona kanye uguquko ebengilulindele - futhi lukhombisa lokho engikubone kwezinye izimakethe ezikhulayo zaseYurophu. Ukuncintisana embonini yokugcina amandla akusekho mayelana nokuthi ibhethri likabani elibiza kancane nge-kilowatt-hora. Imayelana nokuthi ubani ongaletha isixazululo esihlanganisiwe esidala inani lesikhathi eside kuwo wonke umjikelezo wokuphila wephrojekthi.

Konjiniyela ababhekene nokuwa kwezintengo zokuthwebula ilanga, uzakwethu wesitoreji olungile akayena nje umthengisi wezisetshenziswa. Badinga umuntu oqonda amandla athile emakethe kagesi yaseSpain - amaphethini entengo angemahle, izitaki zemali engenayo yesevisi ehambisanayo, uhlaka lwemakethe yamandla, izingqinamba ezivunyelwe - futhi ongaklama isistimu eyenza imali ngazo zonke.

Ukuxhumana namakhasimende kanye nozakwethu e-The smarter E Europe 2026

Yebo, yonke imakethe inejubane layo lokuthuthuka.

ISpain iseyimakethe esafufusa, lapho izinqubomgomo, amamodeli ebhizinisi, nezindlela zemakethe kagesi ziqhubeka nokuvela. Kodwa yilokhu kanye okwenza kujabulise kakhulu. Ukukhula kwayo okusheshayo kudala amathuba amasha kubathuthukisi, izinkampani ze-EPC, abatshalizimali, nabahlinzeki bezixazululo.

Ithimba le-Wenergy e-The smarter E Europe 2026

Ku-E Europe 2026 ehlakaniphile, izingxoxo mayelana nokukhula komfutho wokugcinwa kwamandla eSpain zaqhubeka nokuvela.

Kimina, yonke imakethe engiyicwaningayo kanye nekhasimende ngalinye engixhumana nalo liyisipiliyoni sokufunda esibalulekile. Izwe ngalinye linesakhiwo salo samandla esiyingqayizivele, uhlaka lokulawula, kanye nokulindelwe ngamakhasimende. Lapho ngiwuqonda ngokwengeziwe lo mehluko, kulapho ngingasiza khona kangcono amakhasimende ukuthi athole izixazululo ezifanelana nezidingo zawo ezithile.

Ngibheke Phambili

ISpain ayinazo izinselele. Izimvume zihlala zihamba kancane - ku-H1 2025, u-64% wamaphrojekthi we-BESS ayebambeke ekubuyekezweni kwemvelo noma ekuvunyelweni kusenesikhathi, futhi ayikho neyodwa iphrojekthi yokugcina ezimele ethole imvume egcwele yokwakha. Imigqa yokuxhuma igridi yinde. Uhlaka lokulawula, nakuba luthuthuka, lusaqhubeka. Imininingwane yemakethe yamandla isaphothulwa.

Kodwa lezi yizingxabano zemakethe ezishintsha ngokushesha, hhayi izimpawu zokuma. Abashayeli abangaphansi - ukugcwala kwelanga, izintengo ezingezinhle, izimfuneko zokuzinza kwegridi, imakethe yomthamo wama-euro ayizigidi eziyizinkulungwane ezingu-9, kanye nokuhlosiwe kukazwelonke okungu-22.5 GW - kuyisakhiwo futhi akunakuhlehliswa.

Zonke izimakethe engizifundayo futhi ikhasimende ngalinye engizibandakanya nalo lingifundisa okuthile okusha. ISpain ingifundise lokho ukugcinwa kwamandla akulokothi kumayelana namabhethri. Imayelana nokuqonda igridi, ukufunda amasignali emakethe, ukuzulazula endaweni yokulawula, kanye nokwakha izixazululo eziletha inani hhayi nje ngosuku lokuqala, kodwa phakathi nomjikelezo wempilo wempahla weminyaka eyi-15 kuya kwengama-20.

Ukucinywa kuka-April 2025 kwaba inhlekelele nesexwayiso. Kepha impendulo - ukuhlinzwa kwamapayipi angama-464%, imakethe yamandla kazwelonke, igagasi lezimemezelo zephrojekthi ezivela kuzo zonke izinsiza ezinkulu zaseSpain - kukhombisa ukuthi imakethe iwuzwe umlayezo uzwakala ucacile.

Indaba yaseSpain yokugcina amandla isanda kuqala. Ngibheke phambili ekuqhubekeni nokufunda kontanga bemboni nokusebenzisana nozakwethu kulo lonke elaseYurophu ukuze ngisekele isigaba esilandelayo sokuthuthukiswa kokugcinwa kwamandla.

Mayelana nombhali: Umbhali usebenza ekuthengisweni kwamazwe ngamazwe kwe-BESS e-Wenergy, esekela ama-EPC, abathuthukisi, nabahlanganisi kuzo zonke izimakethe zaseYurophu ngezixazululo zokulondoloza amandla nezinga lezentengiso nezezimboni.

Imithombo yedatha ebalulekile: I-SolarPower Europe European Battery Market Outlook 2026–2030; Umbiko wokugcina wophenyo we-ENTSO-E mayelana nokucinywa kukagesi kwe-Iberia (March 2026); I-S&P Global; I-Red Electrica de España; I-Ministry of the Ecological Transition yaseSpain (MITECO); Pexapark; Bloomberg; I-Epex Spot.