Six months have passed since the worst European blackout in two decades hit Spain, Portugal and parts of France, leaving telecommunications, transportation systems and essential emergency services down for hours. In addition to 10 reported deaths linked to the incident, as well as infrastructure damage, the blackout served as a stark warning to European countries that when the lights go out, society grinds to a halt. What used to be considered technical failures now emerge as geopolitical risks; Europe’s interconnected power system means that regional disruptions can cascade across borders, creating potential leverage points for hostile actors. Such vulnerabilities are compounded by aged grid infrastructure, which not only increases the risk of outages and conflict but hampers the green transition.
Europe’s power grid is one of the largest interconnected electricity systems in the world. It consists of more than 100 thousand kilometers of high voltage transmission lines, national grids, regional networks and local distribution actors that supply electricity to 500 million
people. Most countries operate on the same frequency creating a synchronized system. In this system, countries support each other during shortages, share surplus electricity and trade in real time. This means, for example, that when it’s windy in the north, excess energy is transmitted to other regions, helping to balance supply and reduce reliance on fossil fuels. The transmitting of energy is essential because unlike other goods, electricity cannot be easily stored at large scale, which means production must match consumption. When working, a shared system can deliver great benefits. It provides cost effective and secure electricity while serving a stabilizing role in the region, since it assumes mutual dependence, unity and cooperation between countries.
The European power system operates through shared governance, meaning national system operators (TSOs) manage daily operation of their respective electricity grids. This occurs while the main association, ENTSO-E, coordinates technical standards as well as cooperation across countries. Furthermore, the European Union provides the trading market, energy regulations and targets for the transition to renewable energy, as part of its goal to achieve climate neutrality by 2050. Phasing out oil, coal and gas is a crucial part of reaching these goals, as the energy sector is responsible for the majority of Europe’s GHG emissions, with burning of fossil fuels still being the main source of emissions.
Countries have made substantial progress in introducing renewables, but as energy demand continues to rise, a sufficient transition is still absent. This is partially due to an outdated power grid because although renewable energy sources are expanding; the infrastructure needed to transmit and store the energy has not kept pace. Today, 40% of the energy system is older than 40 years old. The International Energy Agency (IEA) estimates that approximately 1500 gigawatts of green energy have been lost due to insufficient grid capacity. Which, for a reference, translates to the effect of 500 000 wind turbines. An analysis from 2024 shows that 11 out of 26 EU countries plan their grid investments based on underestimated and flawed forecasts of the future capacity of renewable energy.
Worth noting is that investment levels vary between and within countries, meaning that insufficient investments in some parts of the system are creating bottlenecks that hinder full utilization of renewables. To manage regional differences, countries are divided into “electricity price zones,” which reflect local grid constraints and generation capacities. Since 2011 Sweden has been divided into four zones SE1-SE4, with lines drawn where there is a bottleneck in the transmission grid. Electricity prices vary between the zones since demand is lower in the north than in the south, whilst production efficiency is the other way around. While these zones help coordinate equal supply, they cannot compensate for outdated infrastructure, making continued grid modernization essential for a secure and climate friendly energy system.
Contributing further to the urgency of investments is global uncertainty, higher demand and the war in Ukraine. As a result of this, the EU has set a deadline that by 2027 all 27 member states must phase out all remaining purchases of Russian energy which, despite the war, continues. “Even if there was peace tomorrow, it wouldn’t be sensible for us to become dependent on Russian fuel again” said Dan Jørgensen, the European Commissioner for Energy, noting that Russian president Vladimir Putin has already shown a willingness to weaponize energy supplies. The energy crisis that followed the invasion exposed Europe’s vulnerability to external supply shocks. When Russian gas deliveries were reduced, electricity prices surged across the continent, especially in regions where bottlenecks limit abilities to import cheaper power from elsewhere.
Geopolitical factors have, consequently, accelerated the need for domestic energy security, highlighting that renewable alternatives alone are insufficient, unless accompanied by a working transmission grid. As investment in, and reliance on, intermittent sources such as solar and wind increases, the grid must be capable of absorbing, transporting and balancing fluctuating power flows across vast distances. Without this, Europe risks facing more frequent blackouts, higher electricity prices and increased vulnerability in a future crisis.
In conclusion, European countries stand at a critical crossroad. While the expansion of renewable energy is an essential part of decarbonization, insufficient investment in energy infrastructure threatens the possibility of reaching climate neutrality by 2050. In fact, current use of green energy is often wasted and expanding production, unless accompanied by serious upgrades to the grid, will be useless. Ultimately, the blackout in the Iberian Peninsula underscored the challenges that European countries face. It highlighted that even those with growing renewable capacity remain exposed to regional disturbances when transmission networks are outdated or overloaded. In an increasingly complex geopolitical environment, Europe cannot rely on infrastructure built for a different era. Investment in the power grid is not simply an economic necessity, but a future shield against external pressure, internal vulnerabilities and a growing need to integrate renewable solutions.


