Las próximas elecciones dan un giro histórico al mapa energético en España

The upcoming Spanish elections could bring a historic shift in the energy map of the country, according to recent reports. All major companies, including Iberdrola, Endesa, Naturgy, Repsol, Moeve, Acciona, Enagas, Redeia, Solaria, and others, are likely to be affected if the center-right parties PP and Vox emerge victorious. These parties hold starkly different views on energy policy compared to the incumbent PSOE.

One of the first areas to be reconsidered by PP and Vox, if they align with their rhetoric, would be nuclear power. They plan to reverse the planned closure of nuclear plants, a move that would benefit current owners such as Iberdrola, Endesa, and Naturgy. The companies could also demand higher fees for their networks, which has been a key rallying point against the PSOE over the past three years.

In the renewable energy sector, Vox has criticized large-scale plants in several regions, a stance that contrasts with the PSOE's aggressive development of such projects. On the other hand, PP has been critical of the new decree on data centers, which has been suspended pending the election. This decree promotes the use of renewables to power these facilities, a policy that could harm companies like Acciona if it is rescinded.

The oil and gas sector has faced significant opposition from the PSOE, which has supported local communities and clashed publicly with Repsol, Spain's largest oil company. Hydrogen, a policy championed by the PSOE, is unlikely to gain traction under a PP/Vox government. While the right-wing parties have not yet clearly stated their position on hydrogen, they have shown support for hydrogen projects in Andalusia, where PP governs.

Politically, PP and Vox are expected to target key executives at state-controlled companies like Redeia and Enagas. This includes current leaders like Beatriz Corredor at Redeia and Arturo Gonzalo Aizpiri at Enagas, both appointed by the PSOE. The strategic plans of these companies, particularly Redeia's focus on the ecological transition and Enagas' development of hydrogen infrastructure, would be at stake in the wake of a potential policy shift.