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市场调查报告书
商品编码
1940735

西班牙电力：市场份额分析、行业趋势和统计数据、成长预测（2026-2031 年）

Spain Power - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
出版日期: | 出版商: Mordor Intelligence | 英文 95 Pages | 商品交期: 2-3个工作天内

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简介目录

预计西班牙电力市场将从 2025 年的 150.93 吉瓦成长到 2026 年的 156.9 吉瓦，从 2026 年到 2031 年的复合年增长率为 3.96%，到 ​​吉瓦。

西班牙电力市场-IMG1

这一增长得益于西班牙加速部署可再生能源、欧盟的脱碳指令以及企业对清洁电力购买协议的强劲需求。到2024年，太阳能光电发电将成为西班牙最大的单一电力来源，巩固其向低碳发电的转型。优先建造超高压输电走廊和欧盟支持的储能资金的电网现代化计画正在扩大间歇性发电的併网规模。同时，工业电气化、促进电动车出行的措施以及资料中心的发展正在改变负载结构，从而维持对併网可再生的需求。最后，核能发电淘汰政策的转变正在提高基本负载的韧性，并将容量充足性问题延后到电网升级改造完成后再进行。

西班牙电力市场趋势与分析

加速兴建併网太阳能发电厂

2024年，西班牙太阳能产业迎来里程碑式的一年，超越天然气和风能，成为全国最大的能源来源。当局批准了2024年新增26,159.2兆瓦可再生能源项目，其中太阳能项目占22,326.1兆瓦。这显示成本下降、审批程序简化，以及企业对可再生能源证书（REC）的需求不断增长。卡斯蒂利亚-莱昂自治区、阿拉贡自治区和卡斯提尔-拉曼恰自治区获得了最多的配额，这得益于其优越的日照条件和充足的土地资源。分散式屋顶光电系统也在工业园区迅速发展，有助于降低能源成本和范围2排放。大型发电厂与现场发电设施之间的协同效应正在推动西班牙电力市场可再生能源渗透率的提高，并有助于实现2030年绿色电力占比达到81%的目标。

由超大规模资料中心参与者主导的参与企业对企业购电协议

超大规模平台的需求正在重塑西班牙电力市场的收入模式。谷歌签署的35兆瓦、为期10年的风电购电协议（PPA）、亚马逊的469兆瓦太阳能计画以及苹果的105兆瓦协议，凸显了由科技巨头支持的、以开发商主导的建设模式转变。资料中心容量到2026年可能达到600兆瓦，到2030年可能达到3000兆瓦，从而支撑起数吉瓦的可再生能源专案储备。购电协议能够提供稳定的现金流，降低资金筹措成本，并与超大规模资料中心业者的净零排放策略相契合，加速其在传统公用事业采购模式之外的部署。

增加资本支出（CAPEX）以加强电网

西班牙电网公司（Red Electrica）已为2026年前的电网加固工程累计65亿欧元，但表示到2030年需要100亿欧元，资金缺口达35亿欧元。电价上限将年涨幅限制在15%，阻碍了成本回收。变电站建设中出现了土地问题，15座规划中的400千伏变电站中有8座因法律纠纷而延误了两年。钢铁和铜价上涨导致输电线路建设成本从2020年的每公里120万欧元增加到2024年的每公里180万欧元。如果不进行改革，到2028年，可再生能源发电量可能每年减少50亿度，太阳能光电发电的有效利用率预计将降至22%。

细分市场分析

至2025年，可再生能源装置容量将占西班牙装置容量的67.10%，年增率为6.95%。西班牙清洁能源市场规模将从2025年的101.27吉瓦扩大到2031年的150.66吉瓦。截至2025年1月，太阳能光电发电装置容量已超过风电（32.0吉瓦），主要得益于较低的竞标价格和24%的产能运转率。陆域风电场改造将提高其发电效率，而无需占用新的土地；同时，2吉瓦的浮体式海上风电租赁计画将释放尚未开发的海洋资源。水力发电装置容量将维持稳定在17吉瓦，但水库水位下降将限制抑低尖峰负载能力。预计2027年逐步淘汰燃煤电厂以及将燃气电厂改造为可再生能源的调峰免税容量，将进一步收紧风能和太阳能发电量不足时的备用容量。

预计到2025年，火电装置容量将下降至总装置容量的25.80%。 Endesa公司的煤炭淘汰计画将减少2吉瓦的装置容量，每年排放1,200万吨二氧化碳排放。联合循环燃气发电的总装置容量将维持在24吉瓦，但随着可再生的扩张，运作时间将会减少。混合储能係统将能够应对长达四小时的输出波动。核能发电将稳定在7.1吉瓦，直至2035年。此后，核电厂的关闭将造成50太瓦时的电力供应缺口，需要透过进口电力或电池储能来填补。循环经济奖励将有助于生质能发电装置容量从1.2吉瓦成长到2030年的1.8吉瓦。这些变化表明，儘管电网柔软性面临的挑战日益严峻，但西班牙电力市场正在向低碳技术转型。

西班牙电力市场报告按能源类型（火力发电、核能、可再生）和终端用户（公用事业、工商业、住宅）进行细分。市场规模和预测以装置容量（吉瓦）为单位。

其他福利：

  • Excel格式的市场预测（ME）表
  • 3个月的分析师支持

目录

第一章 引言

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

  • 市场概览
  • 市场驱动因素
    • 加速兴建併网太阳能发电厂
    • 对上世纪90年代和本世纪初建造的风力发电厂进行更新
    • 超大规模资料中心参与企业主导的企业间购电协定 (PPA)
    • 欧盟「适合55岁族群」计画与国家能源与气候计画2030年脱碳义务
    • 交通和暖气的快速电气化
    • 欧盟为跨境高压直流输电线路提供资金
  • 市场限制
    • 电网升级改造的资本投资成本增加
    • 延长环境和地方政府许可程序
    • 资源丰富地区减产风险增加
    • 当地居民反对在陆上位置风力发电厂
  • 供应链分析
  • 监管环境
  • 技术展望
  • 波特五力模型
    • 新进入者的威胁
    • 供应商的议价能力
    • 买方的议价能力
    • 替代品的威胁
    • 竞争对手之间的竞争
  • PESTEL 分析

第五章 市场规模与成长预测

  • 透过电源
    • 热感（煤炭、天然气、石油和天然气、柴油）
    • 核能
    • 可再生能源（太阳能、风能、水力、地热能、生质能/废弃物、潮汐能）
  • 最终用户
    • 公共产业
    • 商业和工业
    • 住宅
  • 按输配电和电压等级（仅定性分析）
    • 高压输电（230千伏特或更高）
    • 次级输电（69 至 161 千伏特）
    • 中压配电（13.2 至 34.5 kV）
    • 低压配电（1kV或以下）

第六章 竞争情势

  • 市场集中度
  • 策略性倡议（併购、伙伴关係、购电协议）
  • 市场占有率分析（主要企业的市场排名和份额）
  • 公司简介
    • Endesa SA
    • Iberdrola SA
    • Naturgy Energy Group SA
    • EDP Group（EDP HC Energia）
    • Acciona Energia
    • Repsol Electricidad y Gas
    • Grupo Red Electrica
    • Siemens Gamesa Renewable Energy
    • Nordex SE
    • TotalEnergies SE
    • Enel Green Power Espana
    • Vestas Mediterranean
    • ABO Wind AG
    • Engie Espana
    • Capital Energy
    • Forestalia Renovables
    • Grenergy Renovables
    • Hive Energy Spain
    • Solarpack Corporacion Tecnologica

第七章 市场机会与未来展望

简介目录
Product Code: 72374

The Spain Power Market is expected to grow from 150.93 gigawatt in 2025 to 156.9 gigawatt in 2026 and is forecast to reach 190.55 gigawatt by 2031 at 3.96% CAGR over 2026-2031.

Spain Power - Market - IMG1

The expansion is propelled by the country's accelerated renewables build-out, EU decarbonization mandates, and strong corporate appetite for clean power purchase agreements. Solar PV became the nation's single largest power source in 2024, confirming Spain's pivot toward low-carbon generation. A grid-modernization agenda that prioritizes extra-high-voltage corridors, alongside EU-backed storage funding, is enabling ever-larger volumes of intermittent output to connect. Meanwhile, industrial electrification, e-mobility incentives, and data-center development are reshaping load profiles and sustaining demand for grid-connected renewables. Finally, the reversal of the nuclear phase-out adds baseload resilience and delays capacity-adequacy concerns while transmission upgrades catch up.

Spain Power Market Trends and Insights

Accelerating Grid-Connected Solar PV Build-Out

Spain's solar segment set a watershed in 2024 when it overtook gas and wind as the country's top power source. Authorities cleared 26,159.2 MW of renewable construction in 2024, 22,326.1 MW of which is PV, underscoring cost declines, streamlined permitting, and corporate REC demand. Castilla y Leon, Aragon, and Castilla-La Mancha garnered the largest quotas, benefiting from superior irradiation and land availability. Distributed rooftop systems are likewise proliferating across industrial estates, cutting energy bills and Scope-2 emissions. Together, utility-scale and on-site arrays are raising the Spain electricity market's renewable penetration, easing compliance with the 81% green-power target for 2030.

Corporate PPAs Led by Hyperscale Data-Center Entrants

Demand from hyperscale platforms is reshaping revenue models in the Spain electricity market. Google's 35 MW, 10-year wind PPA, Amazon's 469 MW solar commitment, and Apple's 105 MW deal illustrate a shift toward developer-financed build-outs backstopped by tech majors. Data-center capacity could hit 600 MW in 2026 and 3,000 MW by 2030, sustaining multi-gigawatt renewable pipelines. PPAs provide bankable cash flows, lower financing costs, and dovetail with hyperscalers' net-zero strategies, accelerating installations beyond traditional utility procurement volumes.

Escalating Transmission Upgrade CAPEX

Red Electrica budgets EUR 6.5 billion for reinforcements through 2026, yet identifies a EUR 10 billion need by 2030, leaving a EUR 3.5 billion gap. Tariff caps limit annual hikes to 15%, throttling cost recovery. Substation builds face land disputes, with 8 of 15 400-kV facilities delayed two years by legal appeals. Steel and copper inflation pushed line costs from EUR 1.2 million /km in 2020 to EUR 1.8 million /km in 2024. Absent reform, 5 TWh of renewable output could be shed each year by 2028, trimming effective solar utilization to 22%.

Other drivers and restraints analyzed in the detailed report include:

  1. Rapid Electrification of Mobility & Heating
  2. EU Fit-for-55 & NECP-2030 Decarbonisation Mandates
  3. Lengthy Environmental & Municipal Permitting

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Renewables accounted for 67.10% of installed capacity in 2025, and their 6.95% yearly advance ensures the Spain power market size for clean sources rises from 101.27 GW in 2025 to 150.66 GW in 2031. Solar photovoltaic eclipsed wind at 32.0 GW versus 32.0 GW in January 2025, propelled by low auction tariffs and 24% capacity factors. Repowering lifts onshore wind productivity without new land, while 2 GW of floating offshore leases open an untapped marine resource. Hydropower remains steady at 17 GW but suffers from lower reservoir levels that curb peak-shaving ability. Coal's exit by 2027 and gas's shift to peaking duty-free capacity for renewables will yet tighten reserve margins on low-wind, low-sun days.

Thermal fleets fell to 25.80% of capacity in 2025. Endesa's coal phase-out removed 2 GW, slashing 12 million tpy of CO2. Combined-cycle gas totals 24 GW but runs fewer hours as renewables scale, with hybrid storage enabling four-hour ramps. Nuclear stays flat at 7.1 GW through 2035, after which closures leave a 50 TWh gap to fill with imports or batteries. Biomass grows from 1.2 GW to a projected 1.8 GW by 2030 under circular-economy incentives. Together, this transformation underlines how the Spain power market pivots toward carbon-free technologies even as grid flexibility challenges mount.

The Spain Power Market Report is Segmented by Power Source (Thermal, Nuclear, and Renewables) and End-User (Utilities, Commercial and Industrial, and Residential). The Market Sizes and Forecasts are Provided in Terms of Installed Capacity (GW).

List of Companies Covered in this Report:

  1. Endesa S.A.
  2. Iberdrola S.A.
  3. Naturgy Energy Group S.A.
  4. EDP Group (EDP HC Energia)
  5. Acciona Energia
  6. Repsol Electricidad y Gas
  7. Grupo Red Electrica
  8. Siemens Gamesa Renewable Energy
  9. Nordex SE
  10. TotalEnergies SE
  11. Enel Green Power Espana
  12. Vestas Mediterranean
  13. ABO Wind AG
  14. Engie Espana
  15. Capital Energy
  16. Forestalia Renovables
  17. Grenergy Renovables
  18. Hive Energy Spain
  19. Solarpack Corporacion Tecnologica

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

  • 1.1 Study Assumptions & Market Definition
  • 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Accelerating grid-connected solar PV build-out
    • 4.2.2 Repowering of 1990s-2000s wind farms
    • 4.2.3 Corporate PPAs led by hyperscale data-centre entrants
    • 4.2.4 EU Fit-for-55 & NECP-2030 decarbonisation mandates
    • 4.2.5 Rapid electrification of mobility & heating
    • 4.2.6 EU funding for cross-border HVDC links
  • 4.3 Market Restraints
    • 4.3.1 Escalating transmission upgrade CAPEX
    • 4.3.2 Lengthy environmental & municipal permitting
    • 4.3.3 Rising curtailment risk in resource-rich regions
    • 4.3.4 Local opposition to on-shore wind siting
  • 4.4 Supply-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces
    • 4.7.1 Threat of New Entrants
    • 4.7.2 Bargaining Power of Suppliers
    • 4.7.3 Bargaining Power of Buyers
    • 4.7.4 Threat of Substitutes
    • 4.7.5 Competitive Rivalry
  • 4.8 PESTLE Analysis

5 Market Size & Growth Forecasts

  • 5.1 By Power Source
    • 5.1.1 Thermal (Coal, Natural Gas, Oil and Diesel)
    • 5.1.2 Nuclear
    • 5.1.3 Renewables (Solar, Wind, Hydro, Geothermal, Biomass & Waste, Tidal)
  • 5.2 By End User
    • 5.2.1 Utilities
    • 5.2.2 Commercial and Industrial
    • 5.2.3 Residential
  • 5.3 By T&D Voltage Level (Qualitative Analysis only)
    • 5.3.1 High-Voltage Transmission (Above 230 kV)
    • 5.3.2 Sub-Transmission (69 to 161 kV)
    • 5.3.3 Medium-Voltage Distribution (13.2 to 34.5 kV)
    • 5.3.4 Low-Voltage Distribution (Up to 1 kV)

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves (M&A, Partnerships, PPAs)
  • 6.3 Market Share Analysis (Market Rank/Share for key companies)
  • 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products & Services, and Recent Developments)
    • 6.4.1 Endesa S.A.
    • 6.4.2 Iberdrola S.A.
    • 6.4.3 Naturgy Energy Group S.A.
    • 6.4.4 EDP Group (EDP HC Energia)
    • 6.4.5 Acciona Energia
    • 6.4.6 Repsol Electricidad y Gas
    • 6.4.7 Grupo Red Electrica
    • 6.4.8 Siemens Gamesa Renewable Energy
    • 6.4.9 Nordex SE
    • 6.4.10 TotalEnergies SE
    • 6.4.11 Enel Green Power Espana
    • 6.4.12 Vestas Mediterranean
    • 6.4.13 ABO Wind AG
    • 6.4.14 Engie Espana
    • 6.4.15 Capital Energy
    • 6.4.16 Forestalia Renovables
    • 6.4.17 Grenergy Renovables
    • 6.4.18 Hive Energy Spain
    • 6.4.19 Solarpack Corporacion Tecnologica

7 Market Opportunities & Future Outlook

  • 7.1 White-Space & Unmet-Need Assessment