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Price Drivers

The Price Drivers page is a standalone top-level section that explains why electricity prices behave the way they do. It combines commodity markets, weather impacts, generation mix shifts, and demand/supply balance into a single analytical view.

Page Sections

Price Trend

Electricity price trend overview providing 7-day context for recent price movements.

Commodity Drivers

Three cards showing current prices and 7-day trends for:

CommodityUnitRole
TTF Natural GasEUR/MWhPrimary marginal cost input — gas-fired plants set prices ~60% of hours
Brent Crude OilUSD/bblLeading indicator via oil → gas price transmission (1–3 day lag)
EU ETS CarbonEUR/tCO2Emission cost component added to fossil fuel generation costs

Auto-generated insight badges highlight significant moves (e.g., gas surging +12%, oil up 18%). An explanatory footer describes the oil → gas → electricity transmission mechanism.

Weather & Renewable Drivers

Weather impact badges (wind, solar, temperature, precipitation) plus a generation chart showing wind and solar output over 7 days. Actual data appears with solid fills; forecast data uses lighter opacity with a “Now” divider separating the two.

Supply Mix Shifts

Daily generation mix summary showing 7-day technology shifts. Tracks how the share of each generation technology changes day-to-day, identifying trends toward renewable-heavy (lower prices) or thermal-heavy (higher prices) periods.

Today’s Detailed Generation

Stacked area chart showing hourly generation by 9 technology sources:

TechnologyColorDescription
WindGreenOnshore and offshore wind
Solar PVYellowPhotovoltaic solar
Solar ThermalOrangeConcentrated solar
HydroBlueHydroelectric
NuclearPurpleNuclear baseload
Combined CycleGrayGas turbines (marginal setter)
CoalDark grayCoal generation
CogenerationBrownIndustrial cogeneration
Other RenewableLight greenBiomass, waste, small hydro

The demand line overlays the generation stack, showing how supply meets demand throughout the day.

Demand & Supply Balance

Residual demand chart (total demand minus wind and solar generation) with a 25 GW reference threshold marking the “gas price-setting zone.” Cross-cutting insights combine commodity prices with renewable output to explain current price dynamics.

Cross-Border Flows

7-day cross-border electricity flow analysis with:

  • France: Largest interconnection (~2,800 MW capacity)
  • Portugal: MIBEL integrated market
  • Morocco: Submarine cable

Positive values indicate imports into Spain; negative values indicate exports. Net imports add to supply, putting downward pressure on prices.

Why Price Drivers Matter

The Spanish electricity market uses marginal pricing — the most expensive generator needed to meet demand sets the price for all. Understanding the drivers helps interpret forecast outputs:

  • High gas + low wind → Gas sets the marginal price → expensive electricity
  • High renewables + low demand → Renewable surplus can push prices to zero or negative
  • Oil price spikes → Transmit to gas prices within 1–3 days → higher electricity prices
  • French nuclear outages → Reduced imports increase Spanish marginal cost