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CNMC Clears Opening of MadridGalicia High‑Speed Line to Competition

Adif must avoid exclusive framework deals with Renfe to keep the corridor accessible to future operators.

Overview

  • The Spanish competition watchdog approved Adif’s plan to liberalize the MadridGalicia corridor with safeguards against de facto exclusivity.
  • CNMC ordered Adif to drop access criteria it deems unnecessary or disproportionate, including external audit reports and certain infrastructure confirmations.
  • Adif estimates capacity for 32 additional services on the Galician route—16 in each direction—which would double today’s frequencies.
  • The liberalization process is slated to run through late 2027, with operations expected to start as early as 2028/2029 under 10‑year access agreements.
  • Near‑term entry is constrained by the need for variable‑gauge trains and an OurenseTaboadela bottleneck, with Talgo the main supplier facing production limits.