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Las exportaciones de Euskadi descienden un 3,6% en 2025, pero consolidan el cuarto mejor registro histórico en un contexto internacional de elevada incertidumbre

Las exportaciones de Euskadi descienden un 3,6% en 2025, pero consolidan el cuarto mejor registro histórico en un contexto internacional de elevada incertidumbre | Contexto energético general | Scoop.it

Las exportaciones de Euskadi han alcanzado en 2025 un valor de 29.851 millones de euros, lo que supone un descenso del 3,6% respecto a los 30.967 millones registrados en 2024. A pesar de esta caída, 2025 se sitúa como el cuarto mejor año de la serie histórica, en una senda de moderación tras los máximos históricos alcanzados en 2022 y 2023, cuando se batieron todos los récords de exportación. La evolución reciente refleja una tendencia regresiva desde aquellos picos extraordinarios, si bien cabe subrayar que en 2025 se ha amortiguado la caída respecto a la sufrida en 2024. Uno de los factores determinantes de la caída de las exportaciones en 2025 ha sido el retroceso de los combustibles minerales, que disminuyen un 33,31%, lo que equivale a 645 millones de euros menos y representa el 58% del total del descenso. Esta partida corresponde fundamentalmente a petróleo crudo, gasolina, gasóleo y derivados. Si se excluyera esta partida energética, la caída global de las exportaciones vascas sería de apenas el 1,18%, una variación muy moderada en un ejercicio especialmente convulso. Parte significativa del retroceso en Francia (77% y -383millones) y Reino Unido (87% y -181 millones) está vinculada a la caída de combustibles fósiles. Las exportaciones a Alemania (-0,7%), Polonia (+0,7%) y Portugal e Italia (+0,2%) se mantienen prácticamente estables. Se aprecia, además, una diversificación hacia Europa del Este y del Norte, con aumentos destacados en Suecia (+7,9%), Austria (+7,8%), Hungría (+22,3%), Rumanía (+14,8%) y Dinamarca (+16,3%), que suman más de 185 millones adicionales. Las exportaciones a China caen un 25,9% (-195 millones €), parcialmente amortiguadas por un aumento de 112 millones en combustibles. Las exportaciones vascas mantienen una elevada concentración en Europa Occidental. En ambos quinquenios analizados, Francia, Alemania, Estados Unidos, Reino Unido e Italia concentran alrededor del 54% del total exportado.

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Filtración de la segunda versión de la propuesta de Reglamento "Industrial Accelerator Act" de la CE

Filtración de la segunda versión de la propuesta de Reglamento "Industrial Accelerator Act" de la CE | Contexto energético general | Scoop.it

La Comisión Europea ha filtrado una segunda versión de su propuesta de Reglamento sobre aceleración industrial y descarbonización de sectores estratégicos ("Industrial Accelerator Act", IAA), que pretende establecer un marco común para el desarrollo del Clean Industrial Deal. Al parecer la publicación de la propuesta del IAA se está retrasando por las fuertes diferencias entre los Estados miembros, así como por la posición crítica de algunas grandes empresas europeas sobre la aplicación de las medidas incluidas. En la nueva filtración, la Comisión Europea introduce algunos cambios relevantes respecto a la anterior versión: abre la puerta a ampliar el alcance de lo que puede considerarse de origen de la UE a otros países, pero solo para la contratación pública; se considerarían compromisos recíprocos como la Ley General de Contratación Pública de la OMC o la contribución a la competitividad y resiliencia de la UE; los criterios de precalificación en ciberseguridad y el nuevo requisito relativo a los "proveedores de alto riesgo" se extienden de la subasta de energías renovables a los procedimientos de contratación pública y otros programas de apoyo; el texto sobre Inversiones Extranjeras Directas parece aún más orientado a las inversiones chinas que el borrador anterior, y la energía eólica queda fuera de su ámbito de aplicación; en Mercados líderes "Lead markets") es menos restrictivo y da mayor flexibilidad a los Estados miembros, al recoger las peticiones del sector de alto consumo energético: así, los "lead markets" mediante licitaciones públicas solo deben cumplir con los requisitos de origen de la UE o de bajas emisiones de carbono, y no con ambos; se solicita a los Estados miembros que eliminen las barreras a los PPAs.

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February 27, 4:14 AM
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10 temas clave del sector de la energía en 2026, según PwC y El Periódico de la Energía

10 temas clave del sector de la energía en 2026, según PwC y El Periódico de la Energía | Contexto energético general | Scoop.it

Según un análisis de PwC y El Periódico de la Energía, en 2026, el sector energético afronta un ejercicio en el que la capacidad de red se mantiene como el principal factor habilitador —o limitante— de la electrificación y de la nueva actividad industrial. Tras un 2025 marcado por la constatación de la saturación en distribución y en numerosos nudos de interconexión transporte-distribución, el foco se desplaza hacia la gestión ordenada de la nueva demanda y la evolución de los instrumentos regulatorios asociados. En este contexto, la actualización de referencias de capacidad —incluida la publicación del mapa de REE— y la posible convocatoria de nuevos concursos de demanda concentran la atención, en paralelo al debate sobre el ritmo y el alcance de la inversión en redes bajo el marco retributivo 2026-2031. En conjunto, los diez temas configuran un hilo conductor claro para 2026: redes y operación como base del sistema, flexibilidad y almacenamiento como habilitadores del nuevo mix, definiciones regulatorias con impacto directo en inversión, y nuevas demandas y vectores de descarbonización —industria, DataCenters y gases renovables— como palancas para materializar la transición energética en España con criterios de seguridad, competitividad y previsibilidad.

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February 23, 7:50 AM
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El Gobierno Vasco lanza un programa de inversión indirecta en escalabilidad para impulsar el crecimiento, la consolidación y el arraigo empresarial en Euskadi

El Gobierno Vasco lanza un programa de inversión indirecta en escalabilidad para impulsar el crecimiento, la consolidación y el arraigo empresarial en Euskadi | Contexto energético general | Scoop.it

El Gobierno Vasco, a través de su sociedad pública Indartuz del Instituto Vasco de Finanzas (IVF), ha abierto una convocatoria pública para el Programa de Inversión en Escalabilidad, que se enmarca en el Plan Euskadi Eraldatuz 2030, el plan de inversiones transformacionales. Esta iniciativa busca movilizar capital privado y apoyar fondos de capital riesgo que acompañen a las empresas vascas en su consolidación y crecimiento, priorizando aquellas pertenecientes a los sectores estratégicos definidos en Euskadi Eraldatuz y el Plan de Industria Euskadi 2030. El Programa es la primera convocatoria de inversión indirecta lanzada y esta iniciativa será complementada mediante la toma de participación directa a través del nuevo fondo de capital riesgo público HAZTEN SCALE"UP, FCR, actualmente en fase de constitución. Ambos instrumentos tendrán el objetivo de acompañar e impulsar el escalado y dimensionamiento de las startups y pymes vascas. En el marco de esta estrategia, el Gobierno Vasco prevé destinar más de 100 millones de euros, tal y como se recoge en el Plan Euskadi Eraldatuz 2030. La principal novedad de esta convocatoria es su enfoque explícito de arraigo bajo requisitos de impacto y permanencia de la actividad económica en Euskadi. A lo largo de 2026 y 2027 se irán desarrollando las restantes iniciativas y medidas detalladas en el Plan de inversiones, como la línea de financiación avalada, los programas de inversión de Indartuz restantes o los instrumentos gestionados por Capital Riesgo del País Vasco para el impulso de nueva industria y sectores emergentes.

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February 23, 7:16 AM
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Trump brings in new 10% tariff as Supreme Court rejects his global import taxes

Trump brings in new 10% tariff as Supreme Court rejects his global import taxes | Contexto energético general | Scoop.it

US President Donald Trump has imposed a new 10% global tariff to replace ones struck down by the Supreme Court, calling the ruling "terrible" and lambasting the justices who rejected his trade policy as "fools". The president unveiled the plan shortly after the justices outlawed most of the global tariffs the White House announced last year. In a 6-3 decision, the court held that the president had overstepped his powers. The decision was a major victory for businesses and US states that had challenged the duties, opening the door to potentially billions of dollars in tariff refunds, while also injecting new uncertainty into the global trade landscape. The tariffs initially targeted Mexico, Canada and China, before expanding dramatically to dozens of trade partners on what the president billed as "Liberation Day" last April. The White House had cited a 1977 law, the International Emergency Economic Powers Act (IEEPA), which gives the president power to "regulate" trade in response to an emergency. But the measures sparked outcry at home and abroad from firms facing an abrupt rise in taxes on shipments entering the US, and fuelled worries that the levies would lead to higher prices. Arguing before the court last year, lawyers for the challenging states and small businesses said that the law used by the president to impose the levies made no mention of the word "tariffs". They said that Congress did not intend to hand off its power to tax or give the president an "open-ended power to junk" other existing trade deals and tariff rules.

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February 23, 3:45 AM
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Euskadi está tramitando 97 expedientes de energías renovables de más de 1 MW

Euskadi está tramitando 97 expedientes de energías renovables de más de 1 MW | Contexto energético general | Scoop.it

Un total de 97 expedientes de proyectos de energías renovables mayores de 1 megavatio están en tramitación en Euskadi, si bien un 70% se encuentra en fases iniciales y "muchos no prosperarán" debido a los requisitos "exigentes y garantistas" establecidos, según ha explicado el consejero de Industria, Transición Energética y Sostenibilidad. El consejero ha explicado que actualmente la tasa de generación propia de la demanda energética global "apenas llega al 8,8%", frente al 42% de media europea, y únicamente el 21,4% del consumo energético vasco proviene de fuentes de energías renovables "tanto propias como foráneas" cuando el objetivo para 2030 es del 32%. Según ha advertido, "es indiscutible es que Euskadi está lejos de la media europea en generación renovable", por lo que se necesita "más generación eléctrica renovable propia". "El camino a seguir pasa por combinar más autoconsumo y proyectos a escala bien ubicados", ha defendido. En función del Plan de Industria Euskadi 2030, el objetivo es "añadir unos 550 megavatios de instalaciones eólica y solares entre el 2025 y 2028", cifra a la que se suman los 350 megavatios ya operativos. En función de los datos aportados por el consejero, actualmente hay 97 expedientes de proyectos renovables mayores de un megavatio en tramitación, pero un 70% está en fases iniciales y "muchos no prosperarán porque los requisitos son exigentes y garantistas, tanto con el territorio como con las actividades que ya existen". Por lo que respecta a las instalaciones de autoconsumo, ha detallado que Euskadi ha pasado 7 megavatios en 2020 a 192 megavatios de autoconsumo en 2025, con más de 8.000 instalaciones. El Ejecutivo impulsará nuevos proyectos en Euskadi, a través de la colaboración público-privada, basados en un modelo que tiene como criterios "una ubicación donde hay suficiente sol y viento", cumplimiento de los requisitos ambientales y urbanísticos "estrictos", tener un punto de conexión cercano y ser "económicamente rentables y viables".

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February 19, 7:44 AM
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Australian Clean Energy Council: 'Quarterly investment report: Large-scale renewable generation and storage'

Australian Clean Energy Council: 'Quarterly investment report: Large-scale renewable generation and storage' | Contexto energético general | Scoop.it

More renewable electricity was switched on in the final quarter of 2025 in the Austrlian grid than in any other quarter on record, according to the Clean Energy Council’s (CEC) latest quarterly investment report. The CEC’s Quarterly Investment Report: 'Large-scale renewable generation and storage (Q4 2025)', found nine large-scale wind and solar projects were commissioned during Q4 2025, delivering 2.1 GW of new generation capacity. The strong result broke the previous quarterly record of 1.3 GW in Q3 2021. Utility-scale battery deployment also hit an all-time high. The quarter added 1 GW of new storage capacity pushing 2025’s annual battery total (1.9 GW) above the combined output of the previous eight years (2.2 GW ). Investment momentum strengthened in the last quarter of the year, with five renewable generation projects reaching financial close in Q4. These projects represent 1.2 GW of new capacity and $3.5 billion in value, an uplift from more subdued investment in the prior three quarters. It’s the second-highest investment total recorded in a single quarter, behind Q4 2022 ($4.3 billion). 

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February 19, 4:45 AM
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Canada to boost investments in Ukraine's energy sector

Canada to boost investments in Ukraine's energy sector | Contexto energético general | Scoop.it

Canada will step up support to Ukraine's energy sector, working with industry to supply oil and gas equipment on favourable terms and boost renewable energy investments. Russia has targeted power stations, electricity transmission lines and gas facilities as part of its full-scale invasion of Ukraine. Russian strikes this week on Ukrainian power infrastructure left tens of thousands without power and heat. Ukraine and Canada agreed on a strategic energy partnership at a meeting in Paris, where Canada's government said it would work with industry to transfer oil and gas sector equipment to Ukraine on concessional terms, and promote investments in Ukraine's energy security. Canada will also alert domestic industries to opportunities to invest in Ukrainian renewable energy projects and reconstruction of hydropower plants, according to the published agreement. The deal, which includes sharing technical advice on developing infrastructure for non-Russian gas supplies to Ukraine, is not legally binding and planned investments would need to be followed up with companies. 

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February 18, 3:34 AM
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Wood Mackenzie's analysis: UK Energy Transition Outlook Shows 12-Point Gap on 2030 Climate Target 

Wood Mackenzie's analysis: UK Energy Transition Outlook Shows 12-Point Gap on 2030 Climate Target  | Contexto energético general | Scoop.it

The United Kingdom has reached crunch time on climate commitments, with nearly all 2030 energy transition targets now out of reach despite cutting emissions in half since 1990, according to Wood Mackenzie's 'United Kingdom Energy Transition Outlook 2025'. The analysis shows the UK must close a 12-percentage-point gap by 2030, requiring an additional £75 billion in accelerated investment this decade, while cumulative low-carbon spending needs will reach £1.5-2.1 trillion through 2060. A ban on North Sea exploration has locked in structural dependence on oil and gas imports, even as offshore wind deployment lags 20% behind government targets.

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February 17, 7:53 AM
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UK and California deepen ties on clean energy to boost investment

UK and California deepen ties on clean energy to boost investment | Contexto energético general | Scoop.it

The UK and California will accelerate partnership on clean energy investment signing a new partnership to accelerate the global race for clean power and tackle the climate and nature crisis. The Memorandum of Understanding deepens decades of cooperation between the UK and California, and creates a refreshed framework to drive innovation, scale up clean energy technologies and connect businesses and researchers across both economies. This agreement will connect the UK’s fast-growing clean energy sector with the Californian market, opening up new export opportunities, supporting skilled jobs opportunities across the UK and backing British businesses to compete and grow. It also delivers a commitment to strengthen cooperation on clean energy, climate and the environment to speed up the rollout of technologies that cut bills for families, reduce exposure to volatile fossil fuel markets and protect the natural environment. The UK’s and California’s clean energy economies are growing rapidly, with the UK’s net zero economy growing three times faster than the overall UK economy in 2024 according to the CBI. Meanwhile, California saw similarly rapid clean economic growth, with three times more clean energy jobs being created than jobs created elsewhere in the state’s economy.

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February 17, 7:37 AM
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India's FY2027 budget shifts focus from renewable deployment to manufacturing and industrial decarbonisation according to Wood Mackenzie

India's FY2027 budget shifts focus from renewable deployment to manufacturing and industrial decarbonisation according to Wood Mackenzie | Contexto energético general | Scoop.it

ndia’s FY2027 Union Budget marks a strategic shift in the country’s energy transition, moving from a primary focus on renewable deployment toward domestic manufacturing and industrial decarbonisation, according to new analysis from Wood Mackenzie. In FY2027, clean energy spending will rise 40% year-on-year to approximately US$5 billion. The budget prioritises carbon capture, battery storage, domestic manufacturing and critical mineral supply chains, signalling a more industrial policy-led approach to the energy transition. The India government has allocated US$2.2 billion over five years for carbon capture, utilisation and storage (CCUS), targeting emissions reductions across power generation, steel, cement, refining and chemicals. The scale of the allocation reflects growing policy focus on hard-to-abate sectors. To strengthen supply chain resilience, the government is backing the National Critical Mineral Mission with approximately US$4 billion. Amendments to the Mines and Minerals Act in September 2025 aim to accelerate domestic exploration, with more than 200 projects underway. India is also diversifying supply partnerships with Argentina, Australia and Chile. Funding for the National Green Hydrogen Mission remains unchanged at US$68 million after approximately 50% of FY2026 allocations went unutilised due to execution delays. Around 3 GW of electrolyser manufacturing capacity has been awarded under production-linked incentive schemes, with production expected to begin in FY2027. 

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February 16, 9:50 AM
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How the Energy Transition Is Rewiring Global Trade: 2050 Scenarios by BloombergNEF

How the Energy Transition Is Rewiring Global Trade: 2050 Scenarios by BloombergNEF | Contexto energético general | Scoop.it

The global transition to lower-carbon, more secure sources of energy is reshaping trade flows. Clean energy represented just 2.2% of total cross-border trade of goods in 2024, but that share is set to grow as the transition gathers momentum. Last year, investments into low-carbon assets reached a record $2.3 trillion, up 8% from 2024. To answer these and other questions, BloombergNEF has for the first time produced trade-flow projections through 2050 encompassing 28 geographies and 28 transition-influenced product categories, including electric vehicles (EVs), solar modules, batteries, and battery metals. Some key findings from BloombergNEF’s Trade Transition Scenarios: (1) The value of EV and battery trade surges to $880 billion by 2035 up from $234 billion in 2024, (2)  Crude oil and its derived products drive most fossil-fuel trade flows, which hold steady at around $3 trillion until 2030, before entering a long period of decline through 2050, (3) Both the US and China are net importers of the energy goods studied in the report, China accounts for at least a third of global clean-energy exports through 2050 while as the energy system transitions the US fossil fuel exports plateau then gradually contract as clean–energy product imports rise. For its part, the EU’s energy-related trade deficit shrinks 29% by 2035.

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February 13, 4:56 AM
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France's new energy law slashes renewable targets

France's new energy law slashes renewable targets | Contexto energético general | Scoop.it

France set out a new energy law after years of wrangling which slashes its wind and solar power targets and drops a mandate for state-run firm EDF to shutter nuclear plants. The new 10-year framework, known as the PPE, lowers France's 2035 target for installed offshore wind capacity to 15 GW from 18 GW the government had submitted for consultation in 2024. The target for onshore wind capacity drops to 35-40 GW from the 45 GW previously communicated. Solar capacity will be 55-80 GW by 2035, the report added, down from a previous forecast of 75-100 GW.

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February 12, 10:23 AM
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Antwerp Declaration Community urges EU leaders to deliver emergency measures as Europe’s competitiveness crisis deepens 

Antwerp Declaration Community urges EU leaders to deliver emergency measures as Europe’s competitiveness crisis deepens  | Contexto energético general | Scoop.it

Ahead of the European Council meeting in Alden Biesen, the Antwerp Declaration Community – representing more than 1,300 companies, associations and trade unions across Europe – called on EU Heads of State and Government to take urgent and bold action to restore Europe’s industrial competitiveness, safeguard high-quality jobs for European workers, and turn the Clean Industrial Deal into outcomes felt on factory floors in 2026. The call was made at the European Industry Summit, which brought together over 500 business leaders, 30 factory workers, and European Commission President Ursula von der Leyen, under the auspices of Belgian Prime Minister Bart De Wever. Senior EU leaders also joined including German Chancellor Friedrich Merz, French President Emmanuel Macron and Dutch Prime Minister Dick Schoof, underscoring the political urgency of Europe’s industrial crisis.  Community calls on EU leaders to ensure that the Alden Biesen meeting becomes the moment when Europe commits to bold, coordinated measures that restore industrial competitiveness, and secure high quality jobs for future generations with visible results in 2026.

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February 27, 6:14 AM
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Siete comunidades marcaron récord de generación renovable en 2025, con Castilla y León y Andalucía al frente, según un informe trimestral de Opina 360

Siete comunidades marcaron récord de generación renovable en 2025, con Castilla y León y Andalucía al frente, según un informe trimestral de Opina 360 | Contexto energético general | Scoop.it

Un total de siete comunidades autónomas registraron un récord de generación eléctrica renovable en 2025, gracias al impulso de la energía fotovoltaica, que logró compensar los descensos en eólica e hidráulica, y llevando así a la producción convencional de renovables a un nuevo récord de 150.902 gigavatios hora (GWh), tras crecer un 1,2%, según datos del informe trimestral del Observatorio de Energías Renovables, elaborado por Opina 360 con datos provisionales de Red Eléctrica. En concreto, los mayores aumentos anuales de la generación verde se registraron en Castilla y León (13%) y Andalucía (10,3%), que además fueron las regiones mas productoras, con 28.431 GWh y 22.929 GWh, respectivamente. Por el contrario, en 2025 hubo ocho regiones que generaron menos electricidad renovable que un año antes, destacando los descensos de la Comunidad Valenciana (-12,6%), País Vasco (-11,3%) y Galicia (-10,1%). También retrocedieron Castilla-La Mancha (-2,1%) y Aragón (-4,8%), dos de las principales regiones productoras. En el conjunto del país, el crecimiento de la generación renovable convencional se debió al empuje de la fotovoltaica, que aumentó un 12,5% en el año y alcanzó los 50.164 GWh, su máximo histórico, lo que la consolida como la segunda mayor fuente renovable del país. A pesar de que la eólica volvió a ser la principal energía del país en el conjunto del año, con 58.739 GWh (21,6% del total), registró una bajada del 3,6%, lastrada por el mal comportamiento de los primeros tres trimestres del año. Por su parte, la hidráulica, que tuvo un cuarto trimestre más negativo aún que el tercero, acabó también con un descenso anual del 3,6%.

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February 25, 3:10 AM
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Trump announces increase of new global tariffs from 10% to 15%

Trump announces increase of new global tariffs from 10% to 15% | Contexto energético general | Scoop.it

US President Donald Trump has said he will impose global tariffs of 15%, as he has continued to rail against a Supreme Court ruling that struck down his previous import taxes. Trump said that he would replace the tariffs scrapped by the court with a 10% levy on all goods coming into the US. But later on he announced on Truth Social that this would be increased to the maximum allowed under a never-used trade law. That law allows these new tariffs to stay in place for around five months before the administration must seek congressional approval. The new 15% tax rate - a temporary solution under Section 122 of the 1974 Trade Act - raises questions for countries such as the UK and Australia, which had agreed a 10% tariff deal with the US. Trump said his administration had reached the decision to raise the levy following a review of the Supreme Court's "ridiculous, poorly written, and extraordinarily anti-American decision on Tariffs issued yesterday". The US has already collected at least $130bn (£96.4bn) in tariffs using IEEPA, according to the most recent government data.

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February 23, 7:31 AM
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EIA says: 'New U.S. electric generating capacity expected to reach a record high in 2026'

EIA says: 'New U.S. electric generating capacity expected to reach a record high in 2026' | Contexto energético general | Scoop.it

U.S. power plant developers and operators plan to add 86 gigawatts (GW) of new utility-scale electric generating capacity to the U.S. power grid in 2026 in the latest Preliminary Monthly Electric Generator Inventory report, a record if realized. Solar power makes up 51% of the planned 2026 capacity additions, followed by battery storage at 28% and wind at 14%. In 2025, 53 GW of new capacity was added to the grid, the largest capacity installation in a single year since 2002. In regard of solar energy, 2026, is expected to be similar to the record utility-scale solar capacity added to the U.S. grid in 2024 (30.8 GW) and in 2025 (27.2 GW). Developers plan to add 43.4 GW of new utility-scale solar capacity in 2026, a 60% increase in capacity additions from last year if realized. On the battery storage sector, developers plan to add 24 GW of utility-scale battery storage to the grid this year, compared with a record 15 GW added in 2025. U.S. battery storage capacity has grown exponentially over the last five years with more than 40 GW added to the grid during this period. Annual U.S. wind capacity additions have slowed, following record additions of more than 14 GW in both 2020 and 2021. But wind capacity addition could rise in 2026 with 11.8 GW planned to be added to the grid, more than double the capacity added last year. Natural gas in 2026, it is planned to add 6.3 GW of new natural gas-fired capacity. Combined-cycle generation is expected to account for 3.3 GW of the planned additions, while combustion turbine units account for 2.8 GW.

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February 23, 3:49 AM
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Las exportaciones de Euskadi descienden un 3,6% en 2025, pero consolidan el cuarto mejor registro histórico en un contexto internacional de elevada incertidumbre

Las exportaciones de Euskadi descienden un 3,6% en 2025, pero consolidan el cuarto mejor registro histórico en un contexto internacional de elevada incertidumbre | Contexto energético general | Scoop.it

Las exportaciones de Euskadi han alcanzado en 2025 un valor de 29.851 millones de euros, lo que supone un descenso del 3,6% respecto a los 30.967 millones registrados en 2024. A pesar de esta caída, 2025 se sitúa como el cuarto mejor año de la serie histórica, en una senda de moderación tras los máximos históricos alcanzados en 2022 y 2023, cuando se batieron todos los récords de exportación. La evolución reciente refleja una tendencia regresiva desde aquellos picos extraordinarios, si bien cabe subrayar que en 2025 se ha amortiguado la caída respecto a la sufrida en 2024. Uno de los factores determinantes de la caída de las exportaciones en 2025 ha sido el retroceso de los combustibles minerales, que disminuyen un 33,31%, lo que equivale a 645 millones de euros menos y representa el 58% del total del descenso. Esta partida corresponde fundamentalmente a petróleo crudo, gasolina, gasóleo y derivados. Si se excluyera esta partida energética, la caída global de las exportaciones vascas sería de apenas el 1,18%, una variación muy moderada en un ejercicio especialmente convulso. Parte significativa del retroceso en Francia (77% y -383millones) y Reino Unido (87% y -181 millones) está vinculada a la caída de combustibles fósiles. Las exportaciones a Alemania (-0,7%), Polonia (+0,7%) y Portugal e Italia (+0,2%) se mantienen prácticamente estables. Se aprecia, además, una diversificación hacia Europa del Este y del Norte, con aumentos destacados en Suecia (+7,9%), Austria (+7,8%), Hungría (+22,3%), Rumanía (+14,8%) y Dinamarca (+16,3%), que suman más de 185 millones adicionales. Las exportaciones a China caen un 25,9% (-195 millones €), parcialmente amortiguadas por un aumento de 112 millones en combustibles. Las exportaciones vascas mantienen una elevada concentración en Europa Occidental. En ambos quinquenios analizados, Francia, Alemania, Estados Unidos, Reino Unido e Italia concentran alrededor del 54% del total exportado.

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February 19, 11:23 AM
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BloombergNEF's '1H 2026 Corporate Energy Market Outlook'

BloombergNEF's '1H 2026 Corporate Energy Market Outlook' | Contexto energético general | Scoop.it

Global clean power purchase agreement (PPA) volumes fell for the first time last year in nearly a decade, as power prices and policy risks redefined market activity. Corporations announced deals for 55.9 gigawatts of clean power in 2025, 10% down from the record set the prior year, according to BloombergNEF. The market is increasingly defined by a divergence between hyperscalers and the broader universe of corporate buyers. Technology giants Meta, Amazon, Google and Microsoft were responsible for 49% of all global activity last year. The US is still the largest market, hosting a record 29.5GW of deals, driven by Big Tech’s pivot to nuclear, hydro and geothermal. However, the largest technology firms signed most of the deals, with smaller players becoming less active, as project costs and policy uncertainty rose. The number of unique corporate buyers in the US dropped 51% year-on-year to just 33. Meanwhile, in the Europe, Middle East and Africa region, corporate PPA volumes slid 13% year-on-year in 2025, to 17GW, with capacity notably falling back to 2023 levels in Europe. Rapidly increasing hours of negative power prices are eroding the value of standalone solar and wind deals, pushing buyers toward hybrid portfolios. On the supply side, Engie emerged as the top developer, contracting 3.6GW globally. Developers offering clean, firm power solutions are increasingly present in the league tables. The push for more sophisticated corporate clean energy deals is also being driven by regulatory shifts. The Greenhouse Gas (GHG) Protocol – the global standard for corporate carbon accounting – is updating its Scope 2 emissions standards, with proposed amendments potentially requiring hourly tracking and stricter geographical boundaries for indirect electricity, heat, steam and cooling purchases. Under an hourly tracking regime, 100% renewable claims will become harder to justify for most buyers. Corporate clean energy buyers are already preparing for this change, with 5.8GW of co-located and hybrid deals tracked in 2025. As battery costs continue to decline, these deal structures are expected to become the new standard for corporate procurement.

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February 19, 5:05 AM
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New BloombergNEF Study Shows US' Sustainable Energy Technologies Met Rising Demand Growth in 2025 Despite Uncertainty

New BloombergNEF Study Shows US' Sustainable Energy Technologies Met Rising Demand Growth in 2025 Despite Uncertainty | Contexto energético general | Scoop.it

In 2025, U.S. electricity demand rose considerably for the first time in decades, coinciding with rising electricity prices. At the same time, far-reaching and unpredictable policy changes provided both major challenges and a few unanticipated opportunities for the energy sector, according to the 2026 Sustainable Energy in America Factbook published by BloombergNEF. Wholesale and retail power prices both increased in 2025, concurrent with a renewed political focus on energy affordability. Overall, retail demand for electricity climbed 2% year-on-year in 2025 and was up 8% over the past decade following more than a decade of near-flat electricity demand. The 2026 Factbook reports that data centers are now a dominant force behind rising U.S. power demand and the associated impact on the grid. They are also increasingly under scrutiny for rising electricity prices. Data center electricity demand has grown more than 400% in the past 10 years and 150% in the last five years.  The United States built the most new power-generating capacity in more than two decades in 2025 with 54 GW of new utility-scale generation and storage capacity commissioned. Renewables accounted for 61% of new capacity, with utility-scale solar specifically leading with 27 GW. EV sales reached a record 1.6 million vehicles in 2025, 3.7% higher than 2024. The growth in energy investment and deployment in 2025 came even as the industry grappled with uncertainty driven by federal policy changes. No less than 87 new U.S. trade and tariff policies were announced in 2025, creating unpredictability for companies and investors with exposure to cleantech supply chains.

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February 18, 10:26 AM
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IEA Report: 'The State of Energy Innovation 2026'

IEA Report: 'The State of Energy Innovation 2026' | Contexto energético general | Scoop.it

More than 150 technology breakthroughs identified in a new IEA report, with energy security emerging as a leading driver of innovation. The world’s energy innovation landscape is entering a new phase shaped by energy security, industrial competitiveness and infrastructure resilience, according to the International Energy Agency’s latest State of Energy Innovation report. The second edition of the report finds that energy technologies now represent multi-trillion dollar global markets, with the energy sector increasingly becoming an innovation powerhouse spanning batteries, transformers, turbines, motors and heat exchangers. Around one in ten patents worldwide relates to energy underlining the sector’s central role in national security, industrial strategy and economic performance. The 2026 edition identifies over 150 major innovation highlights during the year, spanning solid-state air conditioning, perovskite solar cells, fusion energy, sodium-ion batteries and next-generation geothermal systems. At the same time, the policy context is shifting. In a survey of experts and practitioners, energy security emerged as the leading driver of innovation in 2025, ahead of affordability and emissions reduction. Energy storage has moved to the forefront of global innovation activity, highlighting its growing role in national security and power systems as the world enters the Age of Electricity. Batteries accounted for 40% of all energy patenting in 2023 and the proportion is expected to have risen further based on preliminary data for 2024 and 2025. The report notes that higher interest rates, macroeconomic uncertainty and strong competition from artificial intelligence ventures have weighed on energy capital flows. The share of global VC funding directed to AI rose to almost 30% in 2025, while energy’s share declined. According to the report, while priorities may shift, the case for sustained and strategic support for energy innovation remains strong. With energy innovation becoming increasingly foundational to modern economies, evidence shows it can deliver transformative economic and security benefits over decades.

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February 17, 11:00 AM
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Urgency to boost Europe´s competitiveness, according to EU Commission President

Urgency to boost Europe´s competitiveness, according to EU Commission President | Contexto energético general | Scoop.it

Commission President von der Leyen has presented the collective efforts and next steps needed to boost Europe's competitiveness during various, in particular the Parliament Plenary session, the Antwerp European Industry Summit, and during discussions with leaders at their informal retreat in Alden Biesen, Belgium. She called on the Parliament and Member States to act with speed and resolve, notably by stepping up simplification efforts and adopting the seven remaining omnibus proposals the Commission put forward. At the Antwerp European Industry Summit, the President reiterated her call to step up efforts as global pressure mounts, leading to factory closures, job losses and growing vulnerability to overdependencies. This is why competitiveness has been at the top of the Commission's agenda from day one. To strengthen Europe's business case, the EU has more than doubled investment in industrial transitions while also simplifying the rules. To support these efforts and help reduce costs for European industry, President von der Leyen also recalled the importance of affordable and reliable energy, and of accelerating the clean transition, which is backed by clear data: in 2025, the average gas price in Europe was EUR 100 per MWh, compared to just EUR 34 per MWh for renewables and between EUR 50 and EUR 60 per MWh for nuclear energy, a clear evidence that decarbonisation and competitiveness go hand in hand.

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February 17, 7:48 AM
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Ember's Report: 'Reframing Energy for the Age of Electricity'

Ember's Report: 'Reframing Energy for the Age of Electricity' | Contexto energético general | Scoop.it

Most analysts count energy from the perspective of the supplier, and that approach means the dramatic changes sweeping the energy system cannot be appreciated. Ember's report, sets out a different way to think about the energy system from the perspective of the consumer, and in simple terms. It turns out that there are four key battles for the future of energy and electrotech is clearly winning two of them, and is set to win the third states Ember. Standard energy models track supply rather than demand. They begin with the annual ‘primary’ energy supply and work backwards to calculate the ‘final’ energy sold to energy consumers. Fossil fuels are 80% of primary energy supply, and the easy narrative is that fossil fuels are dominant in the energy system and will remain so in the future as we consume more and more energy. However, this approach makes no allowance for quality, assigning equal value to one exajoule of primary coal and one exajoule of solar electricity, despite the fact that the solar produces three times as much final electricity as the coal. There are six improvements Ember suggests to help get better understanding of the energy system. They add in useful energy and start the analysis from the consumer perspective and add three steps to simplify the energy system into the two core horizontals of work and heat, focusing on change in demand.

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February 16, 11:23 AM
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El Gobierno central lanza el fondo España Crece para movilizar 120.000 millones de euros en inversión productiva

El Gobierno central lanza el fondo España Crece para movilizar 120.000 millones de euros en inversión productiva | Contexto energético general | Scoop.it

El Gobierno central lanza el fondo España Crece, una iniciativa estratégica de colaboración público-privada que permitirá movilizar en torno a 120.000 millones de euros en inversiones para consolidar la actual etapa de crecimiento económico y la modernización del tejido productivo español. El fondo, que se pondrá en marcha en el segundo trimestre de este año, prolonga el impulso transformador de los fondos Next Generation EU más allá de 2026, año de finalización del Plan de Recuperación. El fondo España Crece será gestionado por el Instituto de Crédito Oficial (ICO), que recibirá 13.300 millones de euros, reforzando de forma estructural su capacidad como banco nacional de promoción. España Crece ofrecerá un amplio abanico de instrumentos financieros (préstamos, financiación de proyectos, inyecciones de capital, garantías) y facilitará que la financiación acompañe de forma continuada en las distintas etapas del ciclo de vida de las empresas, desde el nacimiento hasta su expansión. El fondo dará prioridad a ámbitos de especial relevancia para la economía española, como la transición verde, además de proyectos innovadores en ámbitos punteros.

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February 16, 7:33 AM
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APPA Renovables urge a eliminar el impuesto del 7% a la generación eléctrica para acelerar la electrificación

APPA Renovables urge a eliminar el impuesto del 7% a la generación eléctrica para acelerar la electrificación | Contexto energético general | Scoop.it

APPA Renovables reclama la eliminación inmediata del Impuesto sobre el Valor de la Producción de Energía Eléctrica (IVPEE), conocido como el “impuesto del 7%”, al considerar que encarece el precio de la electricidad y dificulta la electrificación de consumos en hogares e industria, clave para integrar más generación renovable y desplazar combustibles fósiles. La asociación recuerda que el tributo se aprobó en la Ley 15/2012 en un contexto de déficit del sistema eléctrico que, según su planteamiento, ya no justifica su mantenimiento. El director general de APPA Renovables, sostiene que las renovables son el 25% del consumo global de energía, pero más del 55% de la electricidad, y que mantener un gravamen específico sobre la producción eléctrica va contra los objetivos de transición energética. En este sentido, la entidad apunta a la necesidad de trasladar el avance renovable del sistema eléctrico al conjunto de la economía. La asociación subraya además el efecto en el mercado ibérico (MIBEL) tras la eliminación del gravamen equivalente en Portugal, al entender que mantener en España un 7% adicional supone una desventaja fiscal en un mercado acoplado y puede distorsionar la competitividad de la generación nacional, incluida la renovable. APPA añade que durante la pandemia el IVPEE estuvo suspendido sin consecuencias reales y defiende su supresión definitiva.

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February 13, 4:38 AM
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BBC's Analysis: 'Trump takes victory lap after biggest climate rollback yet'

BBC's Analysis: 'Trump takes victory lap after biggest climate rollback yet' | Contexto energético general | Scoop.it

US President Donald Trump framed his sweeping rollback of federal climate change policy as a political win over the Democratic Party's "radical" environmental agenda, reprising a message Republicans have used in past elections and could turn to once again ahead of November's crucial midterms. The president said he was revoking an Obama-era "endangerment finding" from 2009 which held that pollution harms public health and the environment. For almost 17 years, the US has used that scientific finding as the legal basis to establish policies to reduce emissions from cars, power plants and other sources of planet-warming gases. He said ending the endangerment finding would do away with an electric vehicle "mandate" put in place by his predecessor, former President Joe Biden. Under Biden, Congress passed a law to expand the nation's electric vehicle charging network and created tax incentives to lower the cost of EVs, but it did not include any provisions forcing buyers to purchase them. In recent years, climate policy in the US has swung wildly depending on who is occupying the White House. But the announcement represented the largest move yet by Trump to dismantle the climate policies put in place by his Democratic predecessors.

 
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