- The day electricity also started hanging up the “sold out” signPosted by Eva Linares on Linked
- In on March 10, 2026,
- Why Anticipating Electricity Capacity Is Becoming StrategicThere’s a very common situation when you’re traveling by car and decide not to book a hotel.
You want to keep the freedom to choose as you go, so you drive along calmly, thinking that when the time comes, you’ll find a room without any trouble.
지금은 성수기가 아닙니다. 컨퍼런스도 열리지 않고, 호텔은 수십 곳이나 있습니다.
So you book late. Or even on the same day.
And when you arrive in the city… everything is fully booked.
If you’re the type who plans ahead, this has probably never happened to you.
But if you’ve ever planned a trip on the fly, you know the feeling: stress, uncertainty, and the uncomfortable question of what to do next.
전력 분야에서도 비슷한 현상이 나타나기 시작하고 있다.
And the same goes for energy cost optimization.
- 에너지 문제는 단순히 가격 문제가 아니라 접근성 문제로 대두되고 있다
수년 동안 기업 내 에너지 논의는 한 가지 질문을 중심으로 이루어져 왔습니다:
“우리는 에너지를 얼마에 사야 할까요?”
But now another question is beginning to emerge—one that until recently seemed unlikely:
“필요할 때 우리를 연결해 줄 여력이 있을까요?”
According to data published by Red Eléctrica, only 25% of the connection points in the transmission grid currently have available capacity for new demand.
In other words: three out of every four “outlets” on the grid are already saturated.
그리고 이는 신흥 산업에만 국한된 문제가 아닙니다.
It affects expansions, new production facilities, data centers, and urban development projects.
And, of course, it can also affect your company.
- A problem that almost no one seesWhen it starts to get overloaded, you don’t notice it.
When it’s overloaded, you don’t notice it.
There are no visible traffic jams.
빨간불이 없습니다.
There is no clear sign that the system is reaching its limit.
그럼에도 불구하고 그 영향은 막대할 수 있다.
You surely remember last year’s massive blackout; it came without warning and faded from our memory. No one saw it coming.
According to energy analysts themselves, a collapsed grid can delay the establishment of new industries or strategic investments for years.
다시 말해, 이 문제는 청구서에 나타나지 않습니다.
It shows up when your company wants to grow.
- When energy ceases to be a purchasing itemIn many executive committees, energy is still treated as a purchasing department item.
The price is negotiated, the contract is signed, and the matter is filed away as “resolved.”
But when the infrastructure starts to reach capacity, that approach is no longer enough.
Because it’s no longer just about how much energy costs.
Because it’s no longer just about how much energy costs.
It’s about whether you’ll be able to access it when your business needs it.
그 시점이 되면, 에너지는 더 이상 운영상의 문제가 되지 않게 된다.
이는 전략적 결정이 됩니다.
- 모두가 같은 방을 원할 때
The problem isn’t that there’s a shortage of electricity.
사실, 스페인은 재생에너지 발전량에서 기록을 경신하고 있다.
The real problem is something else: while more and more energy is being produced, the grid that must transport it isn’t growing at the same pace.
By 2024, around 8% of the renewable energy generated was already being wasted, and by 2025 that figure had doubled.
Meanwhile, new industries wait years to get connected—that plug they need to start operating.
마치 호텔로 가득 찬 도시 같지만… 빈 방은 거의 없는 것과 같아요.
- The difference between planning ahead and being late to the partyWhen you travel to a city hosting a major event, there are two types of travelers.
몇 달 전에 미리 예약하는 사람들.
And those who arrive thinking that, somehow, they’ll find something.
In the energy sector, unfortunately, there are still many companies that operate like those second types of travelers.
Companies that anticipate what they will need in the future—whether new plants, expansions, or process electrification—have a better chance of securing that desired connection.
Those who wait until the last minute face a problem that has nothing to do with price.
이는 전력망의 가용 용량에 따라 달라집니다.
- The questions a CEO should start asking themselves
If your company relies on electricity to grow, run processes, or expand production, you might want to start asking yourself some questions:
- 우리의 성장 계획을 뒷받침할 충분한 전력 공급 능력을 확보하고 있습니까?
- 우리는 연결에 대한 수요를 충분히 여유 있게 예측하고 있는가?
- Are we treating energy as an operational risk or just as a purchase?
- 새로운 연결이 2~3년 지연될 경우 우리 사업에 어떤 영향을 미칠지 알고 있습니까?
- 한 가지 분명히 해둘 필요가 있는 점이 있습니다:
- the power grid is not an unlimited resource.
- The problem isn’t paying more for electricity.The strategic mistake rarely lies in paying a few cents more per kilowatt-hour.
The real mistake is usually realizing too late that there is no available capacity when your company needs to grow.
그러면 문제는 더 이상 가격이 아닙니다.
The problem is that there’s no outlet.
And at that point, there’s nothing left to do but wait for capacity to become available on the network.
몇 년이 걸릴 수도 있는 일입니다.
- Traveling with a reservation or relying on luck
At this point, I’m sure your company doesn’t want to rely on luck.
Companies that plan their grid access in advance have room to make decisions.
단순히 시스템 가용성에만 의존하지 않는 것들.
비용 관리는 별개의 문제이기 때문입니다.
그리고 불확실성을 관리하는 것은 또 다른 문제입니다.
If you want to analyze your company’s exposure to this problem and explore options for anticipating it, we can review it together.
Because in the energy sector, getting there first often makes all the difference.
이번 주도 읽어 주셔서 감사합니다.
Have a great day.
