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Independent analysis, from our own desk

Deep dives across the energy transition — written from inside the industry we convene.

Storage & BESS
Featured deep dive

The 90% You Never Deliver

A RENMAD webinar on AI in battery storage revealed why the trades that pay best are the ones that vanish before dawn — and why no human desk can keep up.

7 min readATA Insights Editorial
Storage & BESS

Balance of Plant, Balance of Power

Cells and inverters are getting cheap. What now decides whether a battery project lands on time is the concrete, the cabling and the fire rules — and who signs for all of it.

8 min read
Datacenters & AI

Milan's Moment, After FLAP

For years Europe's data centres clustered in four saturated capitals. Now the money is moving south — and Italy has just given it a reason to stay.

7 min read
Biomethane

Mind the Gap

Europe is building a cross-border market for green gas on top of a registry that still isn't switched on. The companies that get the plumbing right will own the trade.

7 min read
Renewable Hydrogen

From Importer to Exporter: Spain's Ammonia Swing

Renewable ammonia could turn Spain's sunshine into fuel for northern Europe's ships — if demand signals, not just engines, show up.

7 min read
Renewables & Grids

Neighbours with Benefits

Spain is turning the people who once fought wind and solar farms into the people who help pay for them. A quiet financing tool is making local resistance profitable for everyone.

8 min read
Storage & BESS

From Electric Grid to Electronic Grid

Spain's blackout was a grid-strength problem, not a renewables verdict. The fight now is over who pays for the muscle — and whether a new market beats €600m of steel.

7 min read
Datacenters & AI

Inference Is the Real Prize

Everyone is transfixed by the giant AI training factories rising in Spain's empty corners. The money, three data-centre executives told an ATA Insights webinar, will be made much closer to home.

8 min read
Biomethane

Same Truck, Cleaner Tank

Spain's heavy lorries can decarbonise today without changing the engine — biomethane is already in the tank, and a carbon price is coming to make the case unanswerable.

8 min read
Renewable Hydrogen

How a Refinery Got to Yes

Europe's green-hydrogen survivors are not the ones with the loudest press releases. They are the ones that found a buyer, a rule to lean on, and money that arrived on time.

9 min read
Renewables & Grids

Enter the Optimiser

Two project-finance banks admit no hybrid solar-plus-storage project in Iberia has yet been lent against. The counterparty that unlocks the money is the one nobody has fully priced.

8 min read
Storage & BESS

Why the Bids Went So Low

Italy's first storage auction cleared at a third of the reserve price. That was not a mistake — it was a market finding its floor, and every tolling desk in Europe is now reading from it.

8 min read
Datacenters & AI

Phantom Gigawatts

Data centres have asked Spain's grid for 19 gigawatts of power. Much of that demand does not really exist — and a wonkish new rulebook is quietly trying to tell the real from the imagined.

8 min read
Biomethane

The Neighbour Worth Having

Spain's biomethane boom keeps stalling at the town-hall door. The fix is not better engineering — it's a better conversation.

9 min read
Renewable Hydrogen

Stress-Testing Zero Carbon

A war in the Gulf has doubled gas prices and reopened Europe's oldest hydrogen argument: pay €6 for the green molecule, or €2 for the low-carbon one?

7 min read
Renewables & Grids

The Battery as a Trading Desk

Spain's flood of zero-price hours is punishing fixed-output solar. A battery turns the plant into something that trades the swings — and that changes the sums for investors.

7 min read
Storage & BESS

Storage's Double Tax

Spain treats a battery as both a power plant and a factory. That means paying twice to get on the grid — and the new access rules and saturation maps don't fully fix it.

8 min read
Datacenters & AI

The Bottleneck Is the Plug, Not the Building

Spain has the land, the sun, the sea-cables and some of Europe's cheapest clean power. Whether it becomes the continent's next data-centre hub now turns on a duller question: can it get the things connected to the grid?

8 min read
Biomethane

By Farmers, for Farmers

A giant digester rising in Lleida turns a region's manure problem into gas, fertiliser and jobs — and shows what Spain's biomethane boom could look like everywhere.

6 min read
Renewable Hydrogen

The Pipeline That Outruns the Demand

Europe has lined up more renewable hydrogen than its own rules will oblige anyone to buy. The projects that survive to 2030 will be the ones chained to demand that is already mandated, not merely hoped for.

7 min read
Renewables & Grids

The PPA is No Longer Optional

Banks have stopped bankrolling merchant renewables, and the humble power-purchase agreement is quietly becoming the instrument that decides which projects get built.

8 min read
Storage & BESS

When the Vendor Becomes the Bank

Half of Europe's coming battery fleet is too small for project finance and too big for an owner's chequebook. The companies that build and run the batteries are quietly filling the gap.

7 min read
Datacenters & AI

Cooling a 1 MW Rack

NVIDIA's monster racks are breaking the old economics of data-centre air conditioning. A Vertiv engineer explains why the cheapest way to cool a server is to stop trying so hard.

8 min read
Biomethane

Three Buyers, Three Prices

Spain has the gas and the buyers for biomethane. What it lacks is a price the banks can see.

7 min read
Renewables & Grids

Italy's Megawatts, Marked Down

A storage auction and a pricing platform have turned Italy's renewables into a buyer's market. The question is who cashes in.

7 min read
Storage & BESS

Get Paid to Stand By

Spain has 35 gigawatts of batteries queuing for the grid and almost none plugged in. Two new money pipes — a tertiary-reserve product for demand, and a capacity market a decade in the making — are quietly changing the maths.

8 min read
Datacenters & AI

When the Data Centres Outgrew the Capital

Dublin let its data centres sprint ahead of its grid, and ended up freezing new connections. As Madrid's network fills up, Spain is being handed the Irish playbook — this time with the mistakes already marked in red.

9 min read
Datacenters & AI

Designing for 45°C Coolant

Artificial intelligence has made data-centre racks four times hotter in the space of a few years. Air cooling has quietly given up. Two engineers explain how the industry learned to stop worrying and love a warm liquid.

8 min read
Datacenters & AI

Eighty-Three Per Cent Full

Spain's grid-capacity maps have gone from a scattered afterthought to a live, monthly intelligence feed. For anyone hunting a home for a data centre, learning to read them is now the difference between a permit and a forfeited deposit.

8 min read
Datacenters & AI

Lego for Data Centres

Artificial intelligence has turned the data centre into a moving target. The industry's answer is to stop pouring concrete and start clicking bricks together.

8 min read
Datacenters & AI

45 Nodes on Ice

Spain has the land, the fibre and the sunshine to become Europe's next data-centre hub. What it does not have, right now, is a spare megawatt. A recent ATA Insights webinar mapped the permitting maze that stands between a developer and a working connection.

8 min read
Datacenters & AI

Scored to Lose

Spain wants to be Europe's next data-centre hub. But the way it now hands out scarce grid capacity quietly ranks data centres below almost everyone else. Here is how a developer plays a rigged rubric — and sometimes still wins.

10 min read