I tentativi estremi di rianimare i negoziati tra Usa e Iran
dal nostro corrispondente Marco Masciaga
Electricity demand in Italy grew in November: +1.7% compared to the same month last year, totalling 25.5 billion kWh. This is certified by Terna's monthly survey, which specifies that the value was reached with the same number of working days (20) and an average temperature 0.5°C lower than that of November 2024: the figure for electricity demand corrected by these effects is +1.2%. At the territorial level, the tendential variation in November was +1.2% in the North, +1.8% in the Centre and +2.5% in the South and Islands.
From January to November, national demand decreased by 0.8% compared to the same period in 2024 (-0.4% was the adjusted figure). On the other hand, the Imcei index (Monthly Index of Industrial Electricity Consumption) drawn up by Terna, which examines the industrial consumption of so-called energy-intensive companies, recorded a growth of 2.6% compared to November 2024: "this is the third consecutive positive value after a first part of the year in decline," notes the company that manages the national transmission grid. In particular, the steel, non-ferrous metals, food, mechanical engineering and cement, lime and gypsum sectors were positive. Negative were the sectors of paper, transport equipment, ceramics, glass and chemicals.
In November, 84.4% of Italy's electricity demand was met by domestic production and the remainder (15.6%) by the balance of energy exchanged with foreign countries. The value of the monthly foreign balance was 4 TWh, 5.1% more than in November 2024. On a cumulative level, from January to November 2025, the net import is 7.5% lower than in the first eleven months of 2024.
In detail, net national production amounted to 21.9 billion kWh. Renewables covered 31.9% of electricity demand (it was 33.9% in November 2024). Thermal (+4.4 %), wind (+2.3 %) and geothermal (+1.9 %) sources increased, while photovoltaic (+13.6 %) sources grew at a double-digit rate. The increase in photovoltaic production (+273 GWh) is due to the positive contribution of the increase in operating capacity (+358 GWh), which compensates for the lower irradiation (-85 GWh). Hydro power decreased (-21.5%): this change is partly a consequence of the high hydraulicity recorded in 2024.
From January to November 2025, the renewable capacity in operation increased by 6,442 MW (of which 5,798 MW was PV). In the last twelve months, photovoltaic and wind power installed capacity increased by 7,067 MW (+14.3%), reaching a total of 56,393 MW, Terna again certifies.