Let me paint you a picture of societal collapse.
Just breathe easy, stay calm, close your eyes and picture this was your Monday. It’s beautiful outside, warm and sunny with temps floating comfortably in the 60s.
For your part, things aren’t starting off so great. You wake up with a sudden start and realize you slept right through your alarm. Now you’re hours late for work, so you run around getting ready, then rush out the door in a flash.
Fortunately, the trains are running on time so you’re able to make the commute.
There you sit as the train barrels through a tunnel, with worry and concern marring your face as you start thinking of a good excuse for your boss.
Then it happens — everything goes black as the train grinds to a halt.
Yet, it’s not just your train that became stranded; they all did. Then to your horror, you realize it’s not only the trains that stopped. Airports, traffic lights, every lightbulb went out in a huff. Even your mobile apps became useless as the country’s network went offline. Every store lost power.
Everything went dark.
This isn’t some grim apocalyptic fantasy, dear reader.
It was Spain’s terrible, horrible, no good, very bad day… and it happened this week.
At exactly 12:33 p.m. on Monday, Spain’s power grid suffered a catastrophic collapse. Everything was running just fine until Red Eléctrica, the country’s grid operator, received a shock — roughly 15 gigawatts of electrical capacity suddenly dropped off the system. For the record, that’s roughly 60% of the country’s demand.
It happened in seconds.
Here’s what that looked like:
What ensued was the biggest blackout in European history. Tens of thousands of people were stuck on trains, and ten times that number started wandering the streets wondering what in the hell happened.
This was more than a slight disruption in transportation and a few lights going out in the middle of the day. No stores were able to conduct business because they weren’t able to conduct transactions; you couldn’t even pull cash out of the ATM because they were down too.
The outage not only encompassed Spain, but Portugal and parts of southern France as well.
But such is the risk we take in a cashless society, no?
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It took hours before the power was restored, with many areas still in blackout the next morning.
Now here’s the worst part — all of this may have been avoided.
This brings us to the bigger question of: What on earth happened on Monday in Spain?
Although the official investigation is going to take weeks to bring us a real answer, we can piece together a good idea of what took place.
For instance, we know that the early speculations of a cyberattack or weather event weren’t accurate, so they can be dismissed.
Like many of its EU counterparts, Spain chose an extremely aggressive transition to renewables as an energy strategy.
Around 2020, the country started pushing hard for renewable additions; the country’s installed solar capacity jumped 33% that year. Within two years, it became their fastest growing source of new capacity.
Solar investments soared as the European Investment Bank ponied up €1.7 billion for the construction of 120 photovoltaic power plants in Spain, Portugal, and Italy.
By the summer of 2024, Spain’s solar capacity hit approximately 29.5 GW, with a goal of reaching 76 GW by 2030.
Last week, Spain rejoiced and celebrated after its grid ran entirely on renewable energy on April 16, 2025, with 80% of that power coming directly from solar energy.
Today, solar power accounts for more than half of Spain’s electricity generation, followed by wind at 11%, and nuclear power and natural gas making up around 15%.
Why may this be a problem on Monday?
Well, although we were told by officials to not jump to conclusions and start blaming solar power for the blackouts, there are a few key points to note.
Perhaps the best educated guess I’ve seen so far involves the idea that after the initial event, the grid self-stabilized and recovered. Once a second event hit the grid, it became unstable and a sudden massive loss of renewable power took place.
One possible scenario may have been lack of something known as inertia.
With traditional power sources like natural gas and nuclear, the system is able to maintain stability in the event of these sudden disruptions in supply. In gas turbines, for example, the rotating generators provide enough kinetic energy to help the grid overcome that shock so the system can stabilize a few seconds later.
When it comes to solar power, an inverter is used to convert direct current electricity that is generated by the panels into alternating current and ultimately give us the electricity we need. In other words, renewable energy doesn’t give us the same kind of inertia, so it may have been one of the reasons why Spain’s power grid was unable to recover after that sudden drop.
Of course, we won’t know the official explanation for a few weeks, but I won’t be surprised if this is what happened.
The far greater conversation at hand now is over those aggressive net zero policies that were put in place. It’s not just Spain, but also Germany, the UK, and others… and we know how disastrous things went for Germany, who is now turning to the U.S. LNG exports to save it from an energy crisis.
Here in the U.S., our electrical demand will grow by leaps and bounds over the next decade, driven by the AI boom.
If only there were a better path to net zero… oh wait, there is!
Maybe it’s time you take a look at a powerful source of clean energy that can provide an enormous amount of stable, baseload power at a huge scale — this is something you GOTTA check out for yourself right away.
Until next time,
Keith Kohl
A true insider in the technology and energy markets, Keith’s research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of Energy & Capital, as well as the investment director of Angel Publishing’s Energy Investor and Technology and Opportunity.
For nearly two decades, Keith has been providing in-depth coverage of the hottest investment trends before they go mainstream — from the shale oil and gas boom in the United States to the red-hot EV revolution currently underway. Keith and his readers have banked hundreds of winning trades on the 5G rollout and on key advancements in robotics and AI technology.
Keith’s keen trading acumen and investment research also extend all the way into the complex biotech sector, where he and his readers take advantage of the newest and most groundbreaking medical therapies being developed by nearly 1,000 biotech companies. His network includes hundreds of experts, from M.D.s and Ph.D.s to lab scientists grinding out the latest medical technology and treatments. You can join his vast investment community and target the most profitable biotech stocks in Keith’s Topline Trader advisory newsletter.
4 Tiny Gold Stocks Set to Soar
President Trump just signed a $12 TRILLION Executive Order that could:
- End income taxes
- Unleash 100 years of buried American wealth
- And spark the biggest gold rush since the Homestead Act
At the center of it?
Four tiny U.S.-based gold stocks — all trading under $10.
Each controls massive untapped deposits worth billions…
And thanks to Trump's order, they’re now front-of-the-line for:
- Fast-tracked permits
- Federal funding
- And explosive revaluations
One has already DOUBLED in just two months.
And the real move hasn't even started yet.