Overview

• For the first time, companies published CNMC‑mandated, node‑by‑node capacity maps on Tuesday.
• The disclosure covers networks of Aelec members (Iberdrola, Endesa, EDP) and Naturgy, which together operate about 90% of Spain’s distribution grid.
• The companies report that 83.4% of nodes are already saturated, preventing new connection requests at those points.
• Utilities attribute the congestion to a surge in access requests and investment rules that have not matched concentrated demand growth.
• They urge higher regulated returns of around 7.5% versus the CNMC’s 6.46% proposal and stricter planning to fund reinforcements needed for industry, renewables, data centers, housing, storage and electric mobility.