Overview

• Endesa, Iberdrola, EDP and Naturgy report that 83.4% of their distribution nodes are at capacity, preventing most new connections.
• The maps were published for the first time under CNMC rules, giving standardized, node‑level visibility into available and occupied capacity.
• CNMC has proposed a 6.46% allowed return for 2026–2031, while utilities argue they need about 7.5% to finance network reinforcement and digitalization.
• Regional data show extreme bottlenecks with the Basque Country and La Rioja at 99% saturation, Aragón at 96%, Navarra at 94% and Andalucía at 93%.
• Distributors rejected more than 60% of access requests in 2024, totaling roughly 40,000 MW, prompting business groups to demand urgent planning and investment reforms.