Countercurrent

Status Quo: European flashpoints

Weekly observation: where essential services are contested, who gains and who bears the costs

Spain: Housing decrees fail in parliament, reissued via Standing Committee – new election on 29 Nov

Positions according to the sources

  • Sánchez government (PSOE), coalition partner Sumar, Housing Minister Isabel Rodríguez: By decree, evictions of vulnerable households are to be suspended until 31 Dec 2030, the purchase of housing by investment funds limited until 31 Dec 2028, and rental contracts extended. Sánchez calls the election a decision on social justice; Sumar minister Bustinduy speaks of a “referendum on housing policy”. Underlying values: Housing as a basic need and social right, tenant protection, social obligation of housingmoncloa.com 1ad-hoc-news.de
  • People's Party (PP) under Alberto Núñez Feijóo, Vox: The PP and Vox voted against both decrees. After the vote, Feijóo called for a swift new election and said Sánchez has neither the street nor parliament behind him. Underlying values: Opposition to the government; the sources reviewed do not give a housing-policy rationale of their own.aljazeera.com
  • Junts per Catalunya (Catalan party, seven deputies): Junts voted against both decrees, citing a possible decline in housing supply. Even the minister's offer to rework the texts as a bill did not change the vote. The party calls the package only a temporary solution. Underlying values: Expanding supply, responsibility of the regions, bargaining power vis-à-vis the central governmentusnews.comcatalannews.comrusspain.com
  • Basque Nationalist Party PNV (spokesperson Maribel Vaquero): In the Standing Committee, the PNV backs the first decree (eviction stop, fund limits) and rejects the second (automatic contract extension). At the same time, it calls for more comprehensive measures and more housing construction. Underlying values: Protecting the vulnerable while expanding supply, negotiated compromisemoncloa.com 2moncloa.com 1

Who gains, who bears the costs

If the decrees (eviction stop until 2030, fund limits until 2028) remain in force

gains

  • Tenant households, especially those with low incomes: Vulnerable tenants without an alternative home are not evicted until 31 Dec 2030. According to the Spanish government, 26% of tenants spend on average 40% of their income on rent and utilities (EU average: 18% of tenants) pbs.org

bears the costs

  • Landlords and investment funds: Evictions are suspended and the purchase of housing by funds is limited until 31 Dec 2028; opponents expect a shrinking supply of rental housing. Scale not documented

If the decrees fail and the housing market is steered through expanding supply

gains

  • Owners, landlords and the construction industry: No new restrictions on eviction, sale and letting; according to the argument of Junts, supply thereby increases. Scale not documented

bears the costs

  • Tenant households with expiring contracts and households threatened with eviction: The eviction stop and the planned contract extension for contracts expiring by the end of 2028 fall away. Scale not documented
Countercurrent reading (our own position): For households whose housing depends on their income, a single regional party in Spain is currently deciding on eviction protection, and on 29 Nov voters will in effect vote on the direction. Whether regulation actually reduces supply remains disputed among the parties and is not substantiated in the sources reviewed; what is substantiated is that the rent burden in Spain is above the EU average.
Background: starting point and why it is stuck

Starting point

On 2 Oct, the Spanish Chamber of Deputies rejected two government housing decrees; among other things, they provided for a ban on evictions of vulnerable tenants until 2030, an extension of the rent cap and stricter rules on short-term rentals. After nationwide protests, Prime Minister Sánchez called a new election for 29 Nov and had the decrees adopted again by the Council of Ministers. According to reports, the Basque PNV is backing the first decree in the Standing Committee (Diputación Permanente), while the second (automatic contract extension) is expected to lack a majority there.

Why it is stuck

In the fragmented parliament, Junts with its seven deputies was decisive: the first decree failed by 178 to 172, the second by 184 to 166 votes. In the 69-member Standing Committee, two blocs face each other with 35 and 34 votes, so the PNV holds the deciding vote. In addition, housing policy lies largely with the regions, several of which are governed by the PP.

Next checkpoint: 29 Nov 2026: early parliamentary election in Spain; beforehand, vote of the Standing Committee on the newly adopted decrees (date not stated in the sources; deadline: 30 days after publication).

Berlin: EEG 2027 and grid package – dispute over compensation for curtailment and end of support for small solar systems

Positions according to the sources

  • Federal Economy Minister Katherina Reiche (CDU), State Secretary Stefan Rouenhoff (CDU): Reiche justifies the reform with the costs of the overall system, which in her view have gone out of sight, and with high returns on wind and solar projects. Rouenhoff defended both laws in the Bundesrat as a necessary change of course. According to the Federal Government, redispatch interventions cost more than three billion euros in 2025, borne by all electricity consumers. Underlying values: Cost control across the overall system, synchronising expansion and grid build-out, budgetary disciplinephoton.info 1pv-magazine.de 1denkstrom.org
  • SPD parliamentary group in the Bundestag (Nina Scheer), Greens, Left Party: Scheer rejects the redispatch reservation and sees contradictions with the coalition agreement in both drafts; she says it leads to planning and investment uncertainty. The Greens tabled their own motions, including a federal-state fund for energy grids instead of burdening plant operators. The Left Party accuses the government of deliberately undermining the economic viability of renewables. Underlying values: Expansion of renewables, planning certainty, public financing of gridszfk.desolarserver.de 1cleanthinking.dephoton.info 1
  • Renewable energy associations (BSW-Solar, BEE, bne, Bündnis Bürgerenergie), Bundesrat, Schleswig-Holstein's Energy Minister Tobias Goldschmidt (Greens): The Bundesrat called for around 70 amendments. The associations demand that citizen energy be kept attractive, that grid bottlenecks be resolved with storage and flexibility, and that the statutory right to grid connection not be restricted. Goldschmidt called the redispatch reservation “completely wrong and toxic”. At the 5 Oct hearing, experts criticised key points of the draft; the solar industry fears that building owners such as retirees will drop out as buyers of small systems. Underlying values: Investment security, citizen energy and decentralised generation, participation of the statesagrarheute.compv-magazine.de 2pv-magazine.de 1solarserver.de 2

Who gains, who bears the costs

If the redispatch reservation and the end of support for small solar systems come into force as in the government draft

gains

  • Electricity consumers and the federal budget (according to the government's argument): Compensation payments for curtailed new plants are partly eliminated; the aim is to limit system costs. According to the Federal Government, redispatch interventions cost more than three billion euros in 2025, borne by all electricity consumers denkstrom.org

bears the costs

  • Operators of new wind and solar plants, citizen energy, building owners with small systems: Higher curtailment and investment risk; the solar industry expects fewer buyers of small rooftop systems. A study by Epico KlimaInnovation expects higher levelised costs of electricity and electricity prices as a result of the grid package. Scale not documented

If the Bundestag deletes or further weakens the redispatch reservation and prioritises grid expansion, storage and flexibility

gains

  • Operators, citizen energy cooperatives and owners of small systems: Planning certainty regarding compensation and grid connection is preserved. Scale not documented

bears the costs

  • Electricity consumers via grid charges: Operators have so far been fully reimbursed for curtailed electricity; the costs were passed on through grid charges. According to the Federal Government, redispatch interventions cost more than three billion euros in 2025 denkstrom.org
Countercurrent reading (our own position): For low-income households, two questions are at stake: who bears the curtailment costs via the electricity bill, and who can benefit from decentralised generation, which usually requires owning a roof or a system. The sources document the cost burden of over three billion euros for 2025, but not how the reform affects individual income groups.
Background: starting point and why it is stuck

Starting point

The Federal Cabinet adopted the EEG amendment 2027 and the grid package on 29 Jul; the Bundestag debated them for the first time on 24 Sep, and hearings followed on 5 Oct and 7 Oct. The plans include a redispatch reservation (new wind and solar plants in grid areas designated as capacity-limited do not receive full compensation when curtailed) and the abolition of the fixed feed-in tariff for solar systems from 2027. The second and third readings have been postponed due to differences within the coalition; the EU state-aid approval for key EEG provisions expires at the end of the year.

Why it is stuck

Within the coalition, the CDU/CSU and SPD are in dispute over the redispatch reservation and solar support; the internal timetable for passage in the week of 15 Oct could not be kept. At the same time, the expiry of the EU state-aid approval at the end of the year puts the parliament under time pressure, and the Bundesrat demands extensive changes. The interests of the renewable energy associations are organised and concentrated, while those bearing the costs (electricity customers) are widely dispersed.

Next checkpoint: 9–13 Nov 2026: according to the BEE's expectation, second and third readings of EEG 2027 and the grid package in the Bundestag; then the Bundesrat; 31 Dec 2026: expiry of the EU state-aid approval.