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Is industrial hardware the new software for high profile risk taking investors? Getting back to the physics moat.

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Software creation has never been easier, with a one minute prompt you get miracle applications MVP with Gemini’s AI studio (getting closer and closer to commercial ready). Old software giants such as Eventbrite, Evernote, Wetransfer … being acquired for “cents on the dollar” by Bending Spoons, reducing its workforce, to operate lean AI first. This only showcases the lower barrier, lesser development costs, i.e. need of capital deployment, lesser attractiveness as moat for software today practically disappears, which translates in capital seeking other areas for deployment. Real world assets are back, efforts of designing, building, scaling, keeping everything at reasonable cost, remains a real long term advantage. Generating energy cheaply doesn't equal cheap consumption, generation must get closer to its use and be combined with energy storage. Focus is today in energy generation on-site, saving in transport costs, reaching further and with limited access places, mixed with energy...
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Shifting focus to industrial renewables in Spain, while maintaining utility-scale buyer network.

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Shifting focus to industrial renewables in Spain, while maintaining utility-scale buyer network. Genera 2025, the main national energy trade fair,  confirmed what we have been seeing: Spain's grid bottleneck is redirecting capital to industrial power and heat self-consumption projects with storage that bypass 24+ month grid delays. On-site generation + energy storage (electricity and heat) and Power-to-X, leveraging beneficial off-peak grid pricing. • Currently closing: Financing for a 4 MW industrial innovative generation and storage on-site, PPA secured. Regional government support facilitates permitting and strong returns. • Building: Systematic Andalucía pipeline for international institutional investors. • Maintaining: Active international buyer open interest for utility-scale BESS projects entering Ready-to-Build (1-50MW), wind and biomethane developments . Contact me if: ✓ You are developing industrial renewable projects needing financing (Spain) ✓ You are a tech...
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Grid paralysis creates Off-Grid self-consumption opportunities. My take from Genera, Spain's largest energy trade fair.

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Grid paralysis creates Off-Grid self-consumption opportunities. My take from Genera, Spain's largest energy trade fair: Large-scale battery installations in Spain face 24+ month permitting delays. Grid connection auctions are sporadic and unpredictable. Result? Energy storage and capital is redirecting to off-grid applications. Numbers that matter: Current grid utilization in Spain sits below 10%. Other countries achieve 20-40% through flexibility mechanisms. This is a true paradox given our smart, digitalised generation and end consumption metering. The gap represents massive underutilized infrastructure, not because capacity doesn't exist, but because regulatory frameworks block access. 💡Where investment is moving: Self-consumption projects, electric power for production facilities, data centers and industrial heating. Energy storage and Power to X (mostly power to heating). These bypass the grid bottleneck entirely while delivering immediate returns. Andalucia...
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Spain's battery window: 2026-2027 before banks enter the scene🔋

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Distressed photovoltaics assets that can be turned into a gold mine through optimization, which their owners most likely cannot afford due to low earnings  this year. Banks won't be financing the battery technology utility scale in Spain probably until 2027, when revenue streams are clear enough to build their own financial modelling. Contrary to solar panels that have been around for decades and their production and markets were very clear by 2020 onwards, banks don't have the same clarity to evaluate the returns and market participation of batteries to create the debt structure needed for its implementation. Co-location hybrid PV + storage vs Battery BESS Standalone ✅ Advantages of colocation over standalone BESS: • Existing grid connection, permits and land rights • Lower administrative burden • Shared infrastructure reduces CapEx and OpEx • Minimal construction works for a battery container • Industry and political support that translate into facilitation • N...
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The 3-Layer stack that determines profitability of Battery Storage Systems

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By interacting with many international companies that already have activities across different energy markets, I have gained extensive insight from hardware to software for batteries. Mass battery deployment in Spain begins in 2026-2027. If you have a large scale installation or you are considering them for your industry, the following information is useful to you.  The 3-Layer stack that determines profitability: ⚡Algorithmic Trading Layer  Analyzes price signals across day-ahead, intraday and balancing markets. Generates trading strategies and dispatch signals. This layer sees the profit opportunity, but it's useless if it can't communicate decisions downstream fast enough. 🔄 EMS (Energy Management System)  Receives trading signals from above and translates them into physical dispatch commands. Manages constraints: current State of Charge, temperature limits, grid connection capacity, solar generation (if hybrid). 🔋  BMS (Battery Management System)  Controls...
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Spain's triple credit upgrade, more capital available for renewable energies

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Spain's triple credit upgrade, more capital available for renewable energies investments. ⭐⭐⭐ Rating upgrades from all 3 major agencies: S&P Global (to A+), Moody's (to A3), and Fitch (to A) within weeks of each other. As Spain leads eurozone growth at + 2.7% GDP. For capital-intensive renewable projects, particularly battery storage and large-scale PV, the changes are significant. What it means for international investors: 1. Lower cost of capital: investment grade upgrades translate directly to reduced borrowing costs for large scale projects. 2. Broader investor access: more worldwide large investment funds can now access Spain. Many institutional mandates require minimum sovereign rating. Spain just crossed several critical thresholds simultaneously. 3. Enhanced long-term credibility and lower risk profile:  Agencies cite strengthened economic resilience, labor market improvements and robust banking sector fundamentals. Market timings couldn't be bette...
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Three major market movers for Swiss energy market today ⚡🇨🇭

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Three major market movers for Swiss energy market today ⚡ 1. Dynamic pricing comes next year, time variable tariffs finally arriving. 2. Feed-in tariffs for homeowners solar injection are disappearing, now market-based rates are falling. 3. Smart metering rollout accelerating, likely between 50% and  80% penetration depending on the region. 🇪🇸 Spain's electricity power sector is much more advanced in real-time measurement of consumption. While I ask myself why our global expansion is very limited in general, and it tends to be constrained to Latin America (huge market though) while leaving aside many others countries closer in distance. Probably due to language "mental" barriers, as in technology and pricing energy trading, languages play a much smaller role. 🇨🇭 Swiss economy is very B2B focused and market expansion focused, global first even, that's what I learnt while being an entrepreneur in the country. We can learn from their approach. Fun fact: y...
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