Martin H. G.
Prechtl
*abcd,
Elisabete C. B. A.
Alegria
ab,
Helena
Belchior Rocha
e,
Elsa
Justino
e,
João F.
Gomes
bd and
Jaime F.
Puna
bd
aCQE – Centro de Química Estrutural, Instituto Superior Técnico, Universidade de Lisboa, Av. Rovisco Pais 1, 1049-001, Lisboa, Portugal. E-mail: martin.prechtl@tecnico.ulisboa.pt; Web: https://tecnico.ulisboa.pt Web: http://www.h2.bio
bDepartamento de Engenharia Química, Instituto Superior de Engenharia de Lisboa, Instituto Politécnico de Lisboa, 1959-007 Lisboa, Portugal. E-mail: elisabete.alegria@isel.pt; jgomes@deq.isel.ipl.pt; jaime.puna@isel.pt
cAlbert Hofmann Institute for Physiochemical Sustainability, Akademie zur Förderung physiochemischer Nachhaltigkeit e.V., Albert-Schweitzer-Str. 22, 32602 Vlotho, Germany Web: https://www.a-h.institute
dCERENA – Centro de Recursos Naturais e Ambiente, Instituto Superior Técnico, Universidade de Lisboa, Av. Rovisco Pais 1, 1049-001, Lisboa, Portugal
eInstituto Universitário de Lisboa, ISCTE, Departamento de Ciência Política e Políticas Públicas, Av. das Forças Armadas, 1649-026 Lisboa, Portugal. E-mail: Helena_Rocha@iscte-iul.pt; Elsa_Justino@iscte-iul.pt
First published on 16th December 2025
This article discusses the challenges to a resilient energy transition. The power shortage in the Iberian Peninsula in 2025 illustrates the limitations of a resilient energy sector. To the best of our knowledge, the reason for the collapse of the Spanish electric grid has not been identified as a single system failure but was likely caused by a cascade of events that led to the instability of the grid (frequency) and the shutdown. Fortunately, the grid was restored within a day. A prolonged shortage could have had a massive impact, compromising the food supply, fresh-water supply and critical infrastructure (i.e. hospitals) for 60 million citizens since off-grid energy storage only covers short periods. Broader implementation of large energy storage could have been the key to stabilising the electric grids and preventing a shutdown. Hydrogen is promising for large energy storage to improve the safe operation/implementation of renewable energies/UNSDG7 (PV/solar/wind/hydropower) and may prevent a variation in power supply and grid stability. Considering the required scale-up for the infrastructure (UNSDG9 + 12) along with the essential role of academia/education (UNSDG4) as the fundamental keys for sustainability, these factors are limiting, and the requirements to enable a fast energy transition are alarming. Data on energy consumption and GHG emissions discussed here are exemplary for selected European countries (France/Germany/Portugal/Spain/Sweden/UK) and neighbouring Morocco/Africa. The countries’ strategies for the energy transition take into account different geographical/topological/natural/climatic limitations and opportunities. We have learnt from this blackout and previous events that the number and capacities/connectivity to neighbouring countries are crucial for blackout prevention and that implemented energy storage is important to stabilise the electric grid but remains insufficient for net-zero based on renewable energies. Islands, countries with large coastal regions or isolated countries (mountains) with limited connectivity to neighbouring grids are more sensitive to blackouts. National strategies need to consider the societal/industrial requirements to enable a net-zero transition. The assessment targets defossilisation for energy supply/transport, the requirements for the energy sector and large energy storage facilities (i.e. H2 storage) and national infrastructures for its realisation. The goal of net-zero-by-2050 is challenged by natural resources, and delays are due to the limited infrastructure/workforce in the STEM field provided by the respective national education and academic sectors.
Green foundation1. The energy transition (SDG7/13) faces challenges towards a global resilient energy sector based on renewable energies. Critical aspects cover the variation of energy production with renewable energies which affects the electric grid stability and decentralised energy storage systems capable to store energy in the TWh-range to stabilise national grids and to cover electricity production gaps. We discuss the requirements for the implementation of H2−/CCUS-based large scale energy storage systems coupled with renewable energies.2. The critical parameters for the energy transition are limited by natural resources (SDG12), the available infrastructure (SDG9) and the workforce provided by the academic/education sector (SDG4). 3. The global concerns related to the energy transition, the negative impact on environment and climate change require actions to be taken by academia, industries, policy-makers, regulatory-entities and governments to sustain a healthy environment for all (SDG3/13–16). |
On April 28, 2025, the energy production in Spain reached 32 GW to cover a demand of 25 GW, while more than half was provided by solar power11 and further complemented by wind power. A surplus might increase the frequency of the electric grid, and a preventive measure would be a reduction of the energy production or a disconnection of the energy supply. Interestingly, the Spanish energy production was already above 35 GW in the same year (i.e., 23–24/04/2025) with a similar high share of renewable energies in the energy mix. Therefore, an overproduction of electricity cannot be the single cause of the problem. However, around noon, grid oscillations were observed, and deviations from the standard 50 Hz frequency were recorded across the European network in the next thirty minutes in several countries. In the same timeframe, malfunctions in grid stations were observed, which subsequently resulted in a decrease in the frequency (<49 Hz), a drop in the supplied energy (>15 GW), and disconnection of regional power stations and the European grid. This frequency drop subsequently led to a supply drop from 32 GW to 17 GW, which was insufficient to cover the demands of 25 GW; consequently, it led to a system shutdown to prevent further damage to the grid. The initial energy surplus of 7 GW, later rising to 15 GW in total, vanished instantly and resulted in a deficit of 8 GW, with a demand of 25 GW. The large surplus could not be stored, nor could the deficit in the GW-range be compensated with the available battery energy storage system (BESS) of 20 MW (ref. 12) connected to the national grid. This would require BESS capacities in the GW range with approx. 10% (3.5 GW) of the maximum peak power of 35 GW to secure the total final consumption (TFC).8 After the blackout, it was communicated that Spain would increase the BESS capacities from approximately 20 MW to 2.5–3.5 GW (2029–2030) to support the grid stability.13,14 It remains unclear why the solar and wind power parks in the GW range were operated for years with insufficient BESS units. This strongly indicates that the system shutdown initiated by frequency fluctuation was caused by the large gap in BESS capacities, which are to be installed over the next few years.
000 kWh day−1). One may argue that metal-based BESS are feasible and there are convenient lithium-ion-based BESS facilities already installed in the GW-range, i.e., California with >13 GW.21 However, in 2024, the annual energy demand in this US state reached 251.9 TWh (terawatt-hours), on average, 690 GWh per day.22 This actually underscores that the scale-up of BESS facilities just started and the capacities are still significantly below the conservative 10% of requirements to secure the TFC.8 To ensure a resilient grid stability in the future based on renewable energies, California would need to scale up its BESS capacity multiple times8 and it is years away from reaching a more resilient electric grid. In other words, so far, the US state has managed to achieve a small share in implementing a resilient BESS infrastructure. This scale-up of BESS with metal-based batteries would require geological resources and a workforce, which are limited and hardly available right away for California, and even less on a global scale. Note that the global annual lithium carbonate production was 180 kt in 2023,23 and to build a lithium-based BESS, one needs 62 kg of lithium per 100 kWh pack (e.g., Tesla specifications),1i.e., 62 [kt/GWh]. Therefore, the annual global production is not sufficient to cover the demands on a global scale, or in several countries with a TFC of California. The same holds true for the countries addressed in this perspective article (installed/planned) BESS capacities: France 1.7 GW, Germany 14.5 GW, Morocco 1.6 GWh (planned), Portugal 1 GW (2030), Spain 22.5 GW (2030), Sweden 610 MW (>6 GW, 2030), UK 4.4 GW (planned >95 GW)). Thus, to avoid resource-driven geopolitical conflicts on critical raw materials, including metals required for metal-based batteries for national electric grid stabilisation, each country requires a diverse portfolio for BESS solutions rather than a single solution with one type of BESS. Note that for off-grid and individual domestic energy storage, lithium-based BESS will likely remain the state-of-the-art solution for several years. Another limiting factor of lithium-based BESS devices is the limited operation temperature range for charge and discharge cycles, which allows safe operation only between −10 °C and 40 °C.24 Thus, depending on the geographical location and the temperature peaks in summer and winter, the metal-based BESS devices are not sufficiently resilient and the battery management system shuts down to avoid irreparable damage if the temperature is too low or too high. To achieve a resilient system, this aspect must be considered for design and implementation in the grid and the environment.15,25 In general, the individual solutions are strongly dependent on the geographical, topological and climatic circumstances, and differ for each country to a certain extent.
As a consequence of the limitations of metal-based BESS facilities, the energy sector needs to implement high-capacity carbon-neutral energy storage facilities that are complementary to the already installed metal-based BESS facilities, such as hydrogen storage systems (33 kWh kg−1) coupled with wind power and water electrolysers. This is even more important for regions with quite cold and very hot seasons that may lead to the malfunctioning of the BESS devices. Carbon Capture, Utilisation, and Storage (CCUS) offers promising measures in this direction, particularly for storing surplus energy harvested from sources such as wind power. This can be achieved through the production of energy- and hydrogen-rich carrier molecules such as biomethane (25 wt% H2) and green methanol (12.5 wt% H2) in a closed CO2-neutral cycle as interesting measures in this direction.1,3,9,26,27 In addition, green ammonia (NH3, 16.7 wt% H2) could be considered for certain energy storage applications.10 Green ammonia has an important role as a hydrogen carrier, due to its advantageous thermodynamic properties when compared with pure hydrogen. (The thermochemical transformation between NH3 and H2 is defined by the following chemical equation: N2 + 3H2 → 2NH3; Haber Bosch process.) Thus, hydrogen storage, along with renewable hydrogen-rich molecules, will substitute fossil fuels for energy storage in the long run. Despite the average costs for green hydrogen (6.61€ per kg) produced from renewable energy being higher than the costs for grey and blue hydrogen (3.76 and 4.41€ per kg, respectively), the break-even prices for certain sub-categories of the transport sector (<5.8€ per kg for trucks), for example, are reachable through up-scaling over time.28 Thus, hydrogen becomes more competitive and suitable to avoid further delays in the energy transition.
In addition to the aspects of BESS discussed above, one needs to consider the underlying aspects to enable a stable grid as part of the energy storage technology, independent of conventional metal-based batteries, hydropower or other renewable energies coupled with hydrogen storage to stabilise the grid. In particular, for a better integration of BESS and renewable energies, this requires automated energy monitoring regarding production and consumption, and a battery management system to avoid failures caused by deep discharges or overcharging, seasonal variation (i.e., PV) of the corresponding battery connected to renewable energy production and consumption.24,29–32 These aspects, as part of grid-enhanced technologies (GET),30,31,33–35 are important to consider as additional hardware and software infrastructure for national and micro-grids,30,31,33–40 off-grid and e-mobility29,33,41 and other applications in general for long and short-term energy storage.8,31,38,42–44 This applies to classical metal-based BESS systems and also to the integration of hydrogen/LOHC-based BESS coupled with electrolysers and fuel cell-coupled or renewable energies.35,36,38,45,46 Thus, a corresponding infrastructure for digital monitoring and management must be further developed and implemented in parallel, equally for centralised and decentralised grid and battery management, which must be resilient also in terms of the cybersecurity of power systems30,37,44 to avoid malfunction caused by cyber attacks, and transmission delays due to the limited capacities of centralised web servers. With this underlying infrastructure in place, renewable energies and BESS will be enabled for a resilient integration into the grids, and overcharging or deep discharges leading to grid instability can be avoided. Thus, these operating technologies are equally as important as high-capacity energy storage systems for a resilient grid connected to renewable energies.
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| Fig. 1 (Top left) Selected greenhouse gas emissions (GHG, megatons of CO2 equivalents). (Top right) GHG emissions per capita. (Bottom) Change in GHG emissions. PT = Portugal, DE = Germany, SE = Sweden, FR = France incl. Monaco, ES = Spain incl. Andorra, MO = Morocco. Data derived from the Climate Action Progress Report 2023 of the European Commission and the JRC Science for Policy Report GHG Emissions of all World Countries, 2024.47,48 | ||
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| Fig. 2 Shares of GHG emissions. Data derived from the Climate Action Progress Report 2023 of the European Commission and the JRC Science for Policy Report GHG Emissions of all World Countries 2024.47,48 | ||
The global emissions per capita remained roughly stable between 1990 and 2023, and in the EU and the selected countries, the GHG emissions improved to a different extent.47 The less intensive reduction of the GHG emissions in Portugal is related to the significant growth of the transport sector (GHG + 62%) as a consequence of the significant economic growth and improvement of the standard of living of the country in the same timeframe. Notably, despite the successful economic growth, the GHG emissions of Portugal remained significantly below the global and EU average in 1990 and 2023. In contrast, the European average per capita and more industrialised countries like France, Germany, Sweden and the UK were above the global average in 1990 but significantly reduced the GHG emissions per capita (47%–49%). Nonetheless, Germany, the industrialised powerhouse (8.8 t CO2-eq. per year per capita), remains above the global average (6.5 t CO2-eq. per year per capita). Spain also reduced the emissions per capita (−18%) and its current GHG emissions (6.2 t CO2-eq. per year) are slightly below the global average per capita.
Similar to Portugal, Morocco significantly improved the economic growth and standard of living in the country in the same timeframe and the GHG emissions per capita of Morocco have been significantly below the global average with 1.7 t (1990) and 2.8 t-CO2-eq. per year (2023). The GHG emissions have the highest impacts on the energy industry and transportation sector; the latter still requires the most efforts for the prospective energy transition related to the current fossil-based technologies in use for transportation. The building, agriculture and waste sectors improved in the respective countries, and their shares play a minor role in comparison to the sectors mentioned above. Thus, the ongoing energy transition requires further efforts to implement technologies that enable the production and utilisation of renewable energies for electricity production and consumption through the national electric grids (energy sector), implementation of carbon capture technologies in CO2-emitting industries (industrial sector), and energy storage systems suitable for mobility (transportation sector).
| Entry | TFC, shares and demands | Unit | Portugal | Germany | Sweden | France | Spain | UK | Morocco |
|---|---|---|---|---|---|---|---|---|---|
| Entries 1–7: Data derived from the International Energy Agency Energy Policy Country Reviews.49–55 Where applicable: 1 MTOE (megaton of oil equivalents) = 11.63 TWh; 1 TOE = 11.63 MWh; 1 exajoule = 277.78 TWh. Entry 8: eq. of fossil energy; entry 9: calculated from the TFC based on the estimated 10% for the daily requirement for grid-stability,8 entry 10: considers the energy density of hydrogen as 33.3 kWh kg−1, entry 11: considers the minimum equivalent amount of water for the hydrogen amount required, entries 12 and 13: derived from the European Hydrogen Market Landscape,28 entry 14: derived from entries 10 and 13, and entries 15–16 estimated from the typical annual capacity of a 100 MW PEM electrolyser to produce 15 kt per year of green hydrogen.1 Entry 18: data derived from ref. 47.a Planned for 2030: 2–2.5 GW.4b Planned for 2030: 10 GW.4,56c Planned for 2030: 5 GW.4 | |||||||||
| 1 | TFC | TWh | 195 | 2640 | 333 | 1746 | 994 | 1268 | 190 |
| 2 | Fossil energy | TWh | 141 | 2112 | 80 | 1123 | 685 | 976 | 139 |
| 3 | Renewable energies | TWh | 51 | 491 | 172 | 226 | 160 | 203 | 15 |
| 4 | Transport + industry combined share | TWh | 136 | 1595 | 207 | 1060 | 666 | 761 | 127 |
| 5 | Transport share | TWh | 69 | 671 | 73 | 529 | 378 | 456 | 82 |
| 6 | Industry share | TWh | 67 | 924 | 133 | 531 | 288 | 304 | 45 |
| 7 | Buildings share (residential and services) | TWh | 59 | 1048 | 127 | 686 | 328 | 520 | 63 |
| 8 | Increase in renewable energy for future requirements for total net zero | TWh | 144 | 2149 | 161 | 1520 | 834 | 1065 | 175 |
| 9 | 10% storage capacity of the TFC | TWh | 20 | 263 | 33 | 175 | 99 | 127 | 19 |
| 10 | Annual green H2 demand-10% storage capacity of TFC (+transport sector) | Mt | 0.59 (+2.1) | 7.93 (+20.1) | 1.00 (+2.2) | 5.2 (+15.9) | 3.0 (+11.4) | 3.8 (+13.7) | 0.6 (+2.5) |
| 11 | Water requirement (+transport sector) | Mt | 5.3 (+18.9) | 71.3 (+180.9) | 9.0 (+19.8) | 47.2 (+143.1) | 26.9 (+102.6) | 34.3 (+123.3) | 5.1 (+22.2) |
| 12 | Total current H2 production capacity | Mt | 0.12 | 1.98 | 0.22 | 0.92 | 0.76 | 0.63 | 0 |
| 13 | Conventional H2 demand by country/end-use | Mt | 0.11 | 1.38 | 0.16 | 0.54 | 0.57 | 0.47 | 0 |
| 14 | Total future demand (convent. + 10% storage capacity of TFC); (+transport sector; sum) | Mt | 0.70 (2.80) | 9.31 (29.4) | 1.16 (3.36) | 5.79 (21.8) | 3.55 (15.0) | 4.28 (18.0) | 0.6 (3.1) |
| 15 | Required water electrolyser capacity (ref. entry 10) | GW | 3.9a (+14.0) | 52.9b (+134.0) | 6.7c (+14.7) | 34.7 (+106) | 20.0 (+76.0) | 25.3 (+91.3) | 4.0 (16.7) |
| 16 | Total future demand: water electrolyser capacity (ref. entry 14; sum) | GW | 4.7 (18.7) | 62.0 (196.0) | 7.7 (22.4) | 38.6 (145.3) | 23.7 (100.0) | 28.5 (120.0) | 4.0 (20.7) |
| 17 | Energy consumption per capita [MWh] | MWh | 18.6 | 41.9 | 55.8 | 25.9 | 20.9 | 22.1 | 5.2 |
| 18 | GHG emissions per capita [t CO2-eq] | t | 5.2 | 8.2 | 4.8 | 5.8 | 6.2 | 5.5 | 2.8 |
| 19 | GHG emissions per capita and MWh [kg CO2-eq per MWh] | kg MWh−1 | 279 | 196 | 86 | 224 | 296 | 249 | 535 |
In addition, one would need to consider the already existing hydrogen demands for conventional use in industries, such as the utilisation in the refining sector (58%), the Haber–Bosch process (25%) for fertilizer production, methanol (2%) and many other bulk chemicals (9%), which are still mainly fed by hydrogen produced from fossil sources (Table 1, entries 12 and 13). For the realisation of the production of the total future hydrogen demands through water electrolysers run by renewable energies, it requires the installation of several water electrolyser facilities in the GW range (Table 1, entries 15 and 16) in all countries. The major share in all countries would be required for the transportation sector and only a minor part for the electric grid and conventional hydrogen use. The annual operational electrolyser manufacturing capacity in Europe was approximately 5.4 GW per year in May 2024 and will likely reach 10.5 GW per year in 2026.28
Thus, just to cover the conservative estimates for the 10% TFC shares of these countries with water electrolysers it would require more than ten years for the manufacture of the electrolysers (169.2 GW; sum of entry 16 in Table 1), and this shows a bottleneck in terms of manufacturing capacities for the European Union and other European countries, taking into account the targets for 2050 (adoption of a net-zero scenario). This also shows that an energy mix for mobile energy storage with metal-based batteries is necessary during the Energy Transition because additional facilities and capacities to feed the transportation sector with hydrogen (Table 1, entry 16) are not readily available in the near future for these countries or the EU and the whole of Europe or globally. Therefore, an energy mix will likely be inevitable for the transportation sector for a prolonged period of time. Last, but not least, the energy consumption and GHG emissions per capita (Table 1, entries 17–19) show a significant variation, which is related to the energy mix in the respective countries, but also related to the regional climate. The values for GHG per MWh per capita (entry 19, Table 1) show that the share of fossil energies is more pronounced for certain countries, and also the energy consumption per capita is higher owing to regional demands, such as heating.
This upscaling of the infrastructure is a potential bottleneck since the education sector needs to increase the number of STEM students and vocational trainees in the respective fields to satisfy the future demands for the renewable energy sector (globally: 37.8M in 2030 and 43.4M in 2050) and parts of the hydrogen sector (globally: 2M),57 with additional and similar demands along the supply chain. Note that these numbers are likely underestimated for a net-zero scenario since it considers that in 2030 and 2050, a large share of the total energy sector will work in the sub-share of fossil fuels (Fig. 3). Likewise, a net-zero scenario implies a significantly higher demand for the renewable energy sector and the hydrogen sector. Albeit, the total numbers of STEM students in, for example, Portugal, Germany, and Sweden are relatively high and well developed (a little below 1/3 of all enrolled students; equiv. to approx. 130k of 448k and 26k graduates per year in Portugal),58,59 and only a share (i.e., engineering, chemistry, physics) would fit into the respective sectors. The specific demands are higher for the realisation of a timely implementation of a new infrastructure. Similarly, in Germany, with 2.9M enrolled students and 1M in the STEM field, yielding approximately 200k graduates per year for the German market, with about 500k vacant positions in the STEM field, and in 2022, 50k vacant positions were filled in the renewable energy sector only. The share of enrolled STEM students in Sweden in 2023 was 143k out of 383k. In Spain, the number of STEM students is roughly a quarter (23%) of all enrolled students, while in France, close to a third (29%), and in the UK, approximately 45%.60,61 These numbers of enrolled students have been fairly stable with a sliding increase for over a decade also owing to the increasing number of female students in these fields.62,63 However, not all STEM students will work in the corresponding sectors; thus, it will be challenging to upscale the current infrastructure to achieve the complete substitution of fossil energies by renewable energies (Table 1, entry 8) in a few years from now. To accelerate this progress, for the next decades, more STEM students and vocational trainees are required, and a further increase in the still underrepresented gender in the related STEM fields is needed. Moreover, it would require an increase in the budget in the educational sector, including the human resources budget, and also more perspectives already need to be indicated at the pre-university level in school through teachers and at home by the parents of the future students and employees. In this regard, more outreach activities at the universities must be implemented to enable a better promotion of the STEM subjects at schools and on campus. Additionally, the role of research centres, national laboratories, and research societies dedicated to applied research in these sectors needs to be emphasised. This applies not only to the countries discussed herein and their research infrastructure,64 but to all countries globally. This will enable more collaboration between academia and the energy and industrial sectors for the faster development and implementation of the required technologies for the energy transition, and likewise the hands-on training of the required future employees in these fields on a national and international level through the collaborations of the above-mentioned R&D entities. In addition to the reinforcement of the educational sector, further measures for the realisation of the energy transition are required for the regulation and certification of these technologies, along with robust policies for implementation nationwide. The latter will also positively impact the socio-economic and societal developments for less developed regions and vulnerable communities with more limited access to modern infrastructure and access to clean energy in these countries and globally. The recent blackout in the Iberian Peninsula has demonstrated on a large scale the limited resilience of the energy system in a well-developed region of the planet, and the requirements for a resilient infrastructure based on The Proposed Ten Principles of Resilient Chemistry, which are of global relevance.15 The history of major blackouts in this century showed that such events may occur in developed regions (including Europe, North America, Australia), and also regions with more sensitive national infrastructure under development. Interestingly, independent of the region, one limiting factor played a role, in addition to energy storage systems, and this is apparently related to the limited number of neighbouring countries with cross-border connectivity. Thus, coastal countries, peninsulas, and islands are more sensitive and less resilient to such scenarios, and therefore, energy storage systems are important parts of the local resilient infrastructure, which still needs to be improved globally.
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| Fig. 3 The figure is reproduced from ref. 57 under open access policies from IRENA and the ILO (2021), Renewable Energy and Jobs–Annual Review 2021, International Renewable Energy Agency, International Labour Organization, Abu Dhabi and Geneva, copyright 2021 (ISBN: 978-92-9260-364-9). | ||
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