Arbitral Digest

Matter

OperaFund Eco-Invest SICAV PLC and Schwab Holding AG v. Kingdom of Spain (ICSID Case No. ARB/15/36)

Case no.
ARB/15/36
Applicable rules
ICSID Arbitration Rules in force as of April 2006
  1. 13 August 2019Arbitration

    13 August 2019Arbitration

    Dissenting Opinion on Liability and Quantum dated 13 August 2019

    International Centre for Settlement of Investment Disputes

    Supporting details

    International Centre for Settlement of Investment Disputes

    24 days later · 24 days

  2. 6 September 2019Arbitration

    6 September 2019Arbitration

    Award dated 6 September 2019

    International Centre for Settlement of Investment Disputes

    Decision summary
    The Tribunal found jurisdiction over the claims except the TVPEE tax-measures claim, found Spain in breach of Article 10(1) of the Energy Charter Treaty, awarded USD 29.3 million in damages with pre-award and post-award interest, allocated 25% of arbitration costs to the Claimants and 75% to Spain, and ordered Spain to reimburse 75% of the Claimants' expenses. All other claims were dismissed.

    Supporting details

    5 authorities · 49 participants
    OperaFund Eco-Invest SICAV PLC
    Representative
    Mr. Alberto Fortun Costea (For: OperaFund Eco-Invest SICAV PLC · Schwab Holding AG)
    Representative
    Mr. Luis Perez de Ayala (For: OperaFund Eco-Invest SICAV PLC · Schwab Holding AG)
    Representative
    Ms. Maria Isabel Rodriguez Vargas (For: OperaFund Eco-Invest SICAV PLC · Schwab Holding AG)
    Representative
    Ms. Cani Fernandez Vicien (For: OperaFund Eco-Invest SICAV PLC · Schwab Holding AG)
    Representative
    Ms. Maribel Rodriguez Vargas (For: OperaFund Eco-Invest SICAV PLC · Schwab Holding AG)
    Representative
    Mr. Antonio Delgado Camprubi (For: OperaFund Eco-Invest SICAV PLC)
    Representative
    Mr. Antonio Maria Hierro (For: OperaFund Eco-Invest SICAV PLC)
    Representative
    Mr. Jose Angel Rueda Garcia (For: OperaFund Eco-Invest SICAV PLC)
    Representative
    Mr. Jose Angel Sanchez Villegas (For: OperaFund Eco-Invest SICAV PLC)
    Representative
    Ms. Adriana Gonzalez Garcia (For: OperaFund Eco-Invest SICAV PLC)
    Representative
    Mr. Borja Alvarez Sanz (For: OperaFund Eco-Invest SICAV PLC)
    Representative
    Ms. Ana Martinez Valls (For: OperaFund Eco-Invest SICAV PLC)
    Representative
    Mr. Ignacio Frutos Blanco (For: OperaFund Eco-Invest SICAV PLC)
    Schwab Holding AG
    Representative
    Mr. Alberto Fortun Costea (For: OperaFund Eco-Invest SICAV PLC · Schwab Holding AG)
    Representative
    Mr. Luis Perez de Ayala (For: OperaFund Eco-Invest SICAV PLC · Schwab Holding AG)
    Representative
    Ms. Maria Isabel Rodriguez Vargas (For: OperaFund Eco-Invest SICAV PLC · Schwab Holding AG)
    Representative
    Ms. Cani Fernandez Vicien (For: OperaFund Eco-Invest SICAV PLC · Schwab Holding AG)
    Representative
    Ms. Maribel Rodriguez Vargas (For: OperaFund Eco-Invest SICAV PLC · Schwab Holding AG)
    Kingdom of Spain
    Representative
    Ms. Amaia Rivas Kortazar (For: Kingdom of Spain)
    Representative
    Mr. Antolin Fernandez Antuna (For: Kingdom of Spain)
    Representative
    Ms. Patricia Frohlingsdorf Nicolas (For: Kingdom of Spain)
    Representative
    Ms. Maria Jose Ruiz Sanchez (For: Kingdom of Spain)
    Representative
    Mr. Jose Manuel Gutierrez Delgado (For: Kingdom of Spain)
    Representative
    Mr. Diego Santacruz Descartin (For: Kingdom of Spain)
    Representative
    Ms. Monica Moraleda Saceda (For: Kingdom of Spain)
    Representative
    Mr. Pablo Elena Abad (For: Kingdom of Spain)
    Representative
    Ms. Elena Onoro Sainz (For: Kingdom of Spain)
    Representative
    Mr. Alberto Torro Moles (For: Kingdom of Spain)
    Representative
    Mr. Rafael Gil Nievas (For: Kingdom of Spain)
    Mr. Erik Schnider
    Ms. Raquel Vazquez
    International Centre for Settlement of Investment Disputes
    Tribunal secretary
    Mr. Francisco Grob
    Tribunal secretary
    Dr. Katherine Simpson
    Other

    Authorities cited

    5
    • Spanish Act 54/1997 on the Electricity Sector (Act 54/1997)
      statute
    • Spanish Act 24/2013 on the Electric Power Sector (Act 24/2013)
      statute
    • Spanish Act 15/2012 on Fiscal Measures for Energetic Sustainability (Act 15/2012)
      statute
    • Spanish Royal Decree 661/2007 (RD 661/2007)
      regulation
    • Spanish Royal Decree 1565/2010 (RD 1565/2010)
      regulation

Matter record

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OperaFund Eco-Invest SICAV PLC and Schwab Holding AG v. Kingdom of Spain (ICSID Case No. ARB/15/36) · Matter