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Mostrando entradas de septiembre, 2025

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...

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...

Zero solar prices in Spain: Market killer or investments accelerator?

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Zero solar prices in Spain: Market killer or investments accelerator? Where and How capital is being deployed in the renewable energy industry is fundamentally reshaping. FROM: Simple solar farms TO: Integrated energy systems with storage 🔋 Zero midday prices + €100-200/MWh evening prices = guaranteed arbitrage Valuation Models change for assets and projects. From: traditional "average price" models become obsolete To: sophisticated hourly price modeling Old buyers: pension funds seeking stable 6-8% returns → New buyers: Tech-savvy investors understanding energy arbitrage (12-20% returns) Spain is positioned to become Europe's energy export hub, with an energy industry being one of the major sectors for the country. Winners: high irradiation areas with grid flexibility. Losers: areas with grid constraints or poor solar resources without energy storage. Consumer side: yet to be seen, although data center construction points to an industrial reshoring to our s...