- El trasvase de clientes a la TUR continuó (93.500 de incremento anual), aunque se moderó con respecto a 2023, hasta acumular 3,1 millones de usuarios.
- Los cinco principales operadores (Naturgy, Endesa, Iberdrola, TotalEnergies y Repsol) sumaron una cuota de mercado del 94,7 % en número de clientes.
- La demanda de gas cayó un 4 % hasta los 311 TWh, debido a un menor consumo para generación eléctrica.
De los 7,98 millones de clientes de gas que hubo en España durante 2024, un 39 % (3,1 millones) tenían contratada la tarifa regulada (TUR), según los datos de la CNMC (IS/DE/006/24). Esta modalidad, que en 2023 registró un récord de contrataciones (1,5 millones), continuó registrando nuevos clientes, aunque a un ritmo más moderado (93.500 en 2024).
Además, unas 6.000 comunidades de propietarios se encuentran acogidas a la TUR vecinal, una medida que se ha vuelto permanente tras las prórrogas desde su adopción en 2022.
El Real Decreto-ley 17/2021 limitó el incremento del coste de la materia prima incluido en la tarifa de último recurso. Esta medida, que se ha mantenido en las revisiones trimestrales de la TUR de 2022, 2023 y primer semestre de 2024, hace que sea la tarifa más competitiva para los consumidores.
Clientes de gas
El número total de clientes de gas natural disminuyó muy ligeramente en 2024 hasta alcanzar los 7.980.876 clientes.
Los cinco principales operadores acumularon el 94,7 % de la cuota de mercado: Naturgy (42,8 %), seguido de Endesa (20,4 %), Iberdrola (15,4 %), TotalEnergies (11,3 %) y Repsol (4,8 %). Destacó la pérdida de clientes de Naturgy (-30.300) y el crecimiento de Repsol (+15.700).
Ventas de gas
Naturgy (27 %), Endesa (14,9 %), Repsol (11,9 %), Iberdrola (7,2 %), Axpo (5,5 %) y Cepsa (5,2 %) fueron los grupos con más ventas. El resto de los comercializadores, con cuotas por debajo del 5 %, acumularon el 28,3 % del mercado.
Demanda de gas
Se registró un descenso del 4 % hasta los 311 TWh[1], debido a un menor consumo para la generación eléctrica (-22 %). Por el contrario, el consumo industrial aumentó ligeramente (3,6 %), influido por la bajada de precios del gas natural. También creció ligeramente el consumo doméstico-comercial (0,9 %) hasta alcanzar los 54,6 TWh. El suministro para bunkering se duplicó, con 3,9 TWh frente a los 1,9 TWh de 2023.
Garantías de origen de gases renovables
Se expidieron 496.602 Garantías de Origen (GdO), equivalentes a 496,6 GWh de energía, de las que un 64 % correspondían a biogás, un 35 % a biometano y un 1 % a bioGNL.
Por otro lado, se redimieron 351.085 GdOs: un 91 % en autoconsumo, un 6 % en puntos de consumo de cliente final y un 2 % para uso en otro país. Durante 2024, se redimieron las primeras GdOs para bunkering.
[1]Datos provisionales
In April, the first expedition of GdO of H2 took place.
On the other hand, 351,085 GdOs were redeemed: 91% for self-consumption, 6% at final customer consumption points, and 2% for use in another country. During 2024, the first GdOs were redeemed for bunkering.
The transfer of customers to the TUR continued (93,500 annual increase), although it moderated compared to 2023, accumulating 3.1 million users. The five main operators (Naturgy, Endesa, Iberdrola, TotalEnergies, and Repsol) accounted for a market share of 94.7% in terms of customers. Gas demand dropped by 4% to 311 TWh, due to lower consumption for electricity generation.
Out of the 7.98 million gas customers in Spain during 2024, 39% (3.1 million) had contracted the regulated tariff (TUR), according to CNMC data (IS/DE/006/24). This modality, which in 2023 recorded a record number of contracts (1.5 million), continued to attract new customers, although at a more moderate pace (93,500 in 2024).
In addition, around 6,000 communities of property owners are covered by the neighborhood TUR, a measure that has become permanent since its adoption in 2022.
Royal Decree-Law 17/2021 limited the increase in the cost of raw materials included in the last resort tariff. This measure, which has been maintained in the quarterly reviews of the TUR in 2022, 2023, and the first half of 2024, makes it the most competitive tariff for consumers.
Gas Customers
The total number of natural gas customers slightly decreased in 2024 to reach 7,980,876 customers.
The five main operators accounted for 94.7% of the market share: Naturgy (42.8%), followed by Endesa (20.4%), Iberdrola (15.4%), TotalEnergies (11.3%), and Repsol (4.8%). Naturgy lost customers (-30,300) and Repsol grew (+15,700).
Gas Sales
Naturgy (27%), Endesa (14.9%), Repsol (11.9%), Iberdrola (7.2%), Axpo (5.5%), and Cepsa (5.2%) were the groups with the highest sales. The rest of the marketers, with shares below 5%, accounted for 28.3% of the market.
Gas Demand
A 4% decrease was recorded to 311 TWh, due to lower consumption for electricity generation (-22%). On the other hand, industrial consumption increased slightly (3.6%), influenced by the decrease in natural gas prices. Domestic-commercial consumption also slightly increased (0.9%) to reach 54.6 TWh. Supply for bunkering doubled, with 3.9 TWh compared to 1.9 TWh in 2023.
Renewable Gas Origin Guarantees
496,602 Guarantees of Origin (GdO) were issued, equivalent to 496.6 GWh of energy, of which 64% were biogas, 35% biomethane, and 1% bioLNG. In April, the first expedition of H2 GdO took place.
On the other hand, 351,085 GdOs were redeemed: 91% for self-consumption, 6% at final customer consumption points, and 2% for use in another country. During 2024, the first GdOs were redeemed for bunkering.
[1] Provisional data
FUENTE