“Sustainability and Carrying Capacity in Planning: Principle or Concept?” Published in the magazine LAWYER | The Business Magazine.

The principle of Sustainability – Legislation and Case-Law (2010-2024)

In the field of Urban Planning and Environmental Law, we are living through a period in the history of the country (2010-2024) that is distinguished, on the one hand, by numerous legislative initiatives and, on the other, by the issuance of numerous decisions of the Council of State that shape a strong trend towards reducing the phenomenon of unregulated building in the out-of-plan area, protecting the environment and safeguarding the natural and cultural heritage.

Indeed, especially over the last 15 years, if one codifies the entire body of legislation surrounding these issues of urban planning, spatial planning and the environment, one will find the enactment of more than 15 initiatives deemed significant by the legislator, in whose explanatory reports the need for urban-planning reform and change is described, with the aim of sustainability and environmental protection. We mention in particular the enactment of Laws 4030/2011, 3937/2011, 4178/2013, 4447/2016, 4467/2017, 4685/2020, 4964/2022 and the recent Law 5037/2023, as well as the latest law of 2024, “Provisions for addressing the multi-level impacts of climate change in the sectors of:

(a) water management,

(b) the management and protection of forests,

(c) urban resilience and policy,

(d) combating unauthorised building,

(e) energy security”.

A further question arises: Have the legislative initiatives – whose rationale and reasoning aim at urban-planning reform – produced the desired results? The truth is that a continuous, inherent concern is discernible both in the formal legislator and in the practitioner of law and among citizens.

At the same time, historically, while we attempt to remedy gaps of the past through legislative initiatives and to incorporate the case-law of the Council of State, in the European area significant and exceptional changes are taking place that move and set the bar even higher in relation to our own prospects and reforms. With the European Green Deal as a beacon, the new field of “Sustainability Law” is being shaped, and specialisations of legal science are developing rapidly (Natural Resources – Protection of Nature, Circular Economy, Climate Protection – Energy Neutrality – Urban Sustainability, mobility, etc.).

Furthermore, sustainability and resilience reports (legal sustainability reports) are being incorporated into the field of legal studies and audits, and sustainability law is said to be shaping a broader branch of law than the traditional field of Environmental Law.

In this light and under this historical condition, as analysed, the contemporary lawyer is called upon to provide answers to the question: “How can national law play a substantive role in the implementation of the European developments for sustainability?”

The specific issue of “carrying capacity”

Although the explicit legislative formulation of the definition of Carrying Capacity (C.C.) is extremely recent, the Council of State had already, since the 1990s, invoked this concept either when ruling on applications for annulment of decisions or when issuing processing minutes (PM) on draft Presidential Decrees in the exercise of its administrative competences.

The concept of C.C. has, among other things, been defined as the finite capacity and endurance of ecosystems and of anthropogenic systems, such that no serious deterioration of them occurs. Its determination requires the joint consideration of parameters of the triptych society, economy, environment, and does not depend solely on measurable quantitative data (technical, economic, scientific), but also on a broad range of qualitative factors connected with cultural values, traditions and the physiognomy of the area.

In an attempt to delimit the concept of C.C., paragraph 1 of Article 64 of the recent Law 4964/2022 provided its legislative definition as follows: “The Carrying Capacity (C.C.) of a spatial system means the maximum tolerable limits of burdens and/or changes in the conditions prevailing therein, beyond which there ceases to be a balance between the natural environment, the economy and the society that lives in it, with the result that excessive or irreversible damage is caused to the natural environment and negative pressures are exerted on the anthropogenic environment and on society”.

Incorporation of new principles and trends into planning and into Law

A dominant conclusion from the above data is that, beyond the more general “weight” of urban-planning changes and reforms, we must incorporate new legal concepts and new fields of specialisation and, clearly, redefine the requirements of legal audits and reports in light of the significant legal developments.

The first major field for incorporating the changes is planning, and in particular the programme currently under way concerning hundreds of Local and Special Urban Plans being drawn up for almost the entire country.

Issues such as the incorporation into our domestic law and planning procedures of mandatory sustainability and resilience reports – at least for plans or programmes – as well as the legal assessment and integration into planning of the principles of carrying capacity, will engage us as prerequisites in the next historical period.

Entering this new historical cycle, which apparently binds us (a) to restore legal certainty in accordance with the decisions of the Council of State and (b) to study new international legal trends, so as to follow the course of the European Green Deal, we consider that the challenge is not merely a part of legal science.

The new international legal trends, as well as the case-law of the Council of State, highlight the necessity not only of processing – creating and following the laws per se, but, much more, of creating an “attitude” – a mindset and culture – so that all our actions, our undertakings and the incorporations into our law are governed by coherence and a common objective. The establishment of legal tools (sustainability reports, the assessment of the incorporation of carrying-capacity principles into planning) will assist this progress, so that from the notion of obligation and “principle” we may be led to the notion of common understanding and goal-setting for sustainability. To the notion of “mindset”.

“ESG: Challenges in their implementation”, article published in the magazine LAWYER | The Business Magazine.

Legislation on ESG criteria (Environmental, Social, Governance) has emerged as a critical factor for the sustainable development of enterprises, the promotion of responsible practices and the prioritisation of the financing of investments. It is considered important to identify the challenges and gaps that appear during the implementation of ESG, so that, with the appropriate tools, these may be addressed and minimised.

Greenwashing and ESG

In this light, and given that ESG criteria and sustainability reports continue to influence investment opportunities to a great extent, greenwashing appears to present itself as a major problem worldwide, constituting a significant obstacle for investment companies that aim to apply sustainability in their investment strategy.

But what is “Greenwashing” – the term?

“Disinformation disseminated by an organisation so as to present a public image of environmental responsibility, published by or for an organisation but considered to be unfounded or deliberately misleading”, or “the practice of promoting environmentally friendly programmes to divert attention from an organisation’s non-, or less, environmentally friendly activities”.[1]

Lack of Trained Personnel

The lack of suitable human resources with knowledge and experience in the field of ESG and sustainability may constitute an obstacle to the effective implementation of compliance policies and practices. It has now become essential for companies dealing specifically with real-estate development and the licensing of investments to have a trained legal and technical team in the law of sustainability and the environment, in practices and in ESG criteria. It is now clear that the formation of a new culture and mindset within companies, as to how investments and developments of every kind must now be approached, is necessary.

Shortcomings in the existing urban-planning tools

References to ESG criteria in Greek legislation, with respect to urban planning, appear in Law 4864/2021 (Government Gazette 237/A/2.12.2021) on Strategic Investments, where, in the case of approval of the special urban-planning tool of the Special Spatial Development Plan for Strategic Investments (ESCHASE), it is provided that “Investment plans for which an ESCHASE is approved are obliged, from the commencement of their productive operation, to apply a plan of sustainable-development principles on the basis of ESG criteria and to draw up an annual Sustainability report (‘sustainability reporting’) for the presentation of non-financial information in the context of ESG, in accordance with internationally recognised standards.” At the same time, the law provides for the issuance of a Joint Ministerial Decision (JMD) specifying the details for the application by the investor of a plan of sustainable-development principles. However, the said plan of sustainable-development principles has not been issued to date, so as to set out in greater detail the examination and application of the ESG and sustainability criteria in the context of selecting an urban-planning tool for the development of an area. Although the legislative framework contains references and directions of a strategic character towards the imperative need to assess investments under the new prism of sustainability, the specialisation of this framework has not been fully established, creating significant gaps and challenges that must be addressed for genuinely sustainable and responsible business practice, minimising the “fear” of adopting greenwashing practices.

[1] The said “greenwashing” policies are considered to constitute a new order of things in climate litigation [see the Dutch case “FossielVrij NL v. KLM” concerning “greenwashing” advertisements].

“Strategic Investments in Tourism”, published in the newspaper Kathimerini.

Are Strategic Investments necessarily also “large investments”?

Strategic Investments are those investments which, on account of their strategic weight for the national or local economy – with their main characteristics being the attraction of investment capital, integrated planning and the saving of natural resources – are capable of enhancing the showcasing of the country’s natural and cultural environment and its reconstruction, in accordance with the principles of balanced and sustainable development.

It is increasingly observed that major investments in tourism in our country are being developed through the organised framework of Strategic Investments.

At the same time, however, there appears to arise among local communities a concern – perhaps even an opinion – even more strongly for the small islands of the Cyclades, that Strategic Investments contribute to over-development, to the loss of cultural identity and to the degradation of the environment.

What must be understood is that the positive role of Strategic Investments in sustainable development derives from the framework of Strategic Investments, which exclusively provides the possibility of approving – scientifically and in a documented manner – unified urban planning with strict environmental terms, through the preparation of an ESCHASE and an SEIA and their approval by the issuance of a Presidential Decree. Through this procedure and the prior processing of the Presidential Decree by the Council of State, legal certainty is provided both to the investment itself and to the protection of the environment. Moreover, every Strategic Investment is obliged to draw up a plan of sustainable-development principles on the basis of “ESG” criteria, as well as an annual sustainability report (“sustainability reporting”).

This is confirmed, moreover, by the Council of State, which has assessed positively the urban-planning tool of the ESCHASE as a “tool of sustainable development” that satisfies the Constitution’s pursuit of the organised siting of activities, instead of “unplanned and scattered” out-of-plan building (see CoS 2564/2022).

“Regulatory Framework for Hydrogen Projects: National and European Approach.” Published on energypress.gr

Η αντιμετώπιση της κλιματικής αλλαγής και η απανθρακοποίηση αποτελούν πρωταρχικούς στόχους των σύγχρονων ενεργειακών πολιτικών παγκοσμίως. Η Ευρωπαϊκή Ένωση έχει θέσει ως στόχο την επίτευξη κλιματικής ουδετερότητας έως το 2050, με τη μείωση των εκπομπών αερίων του θερμοκηπίου να βρίσκεται στο επίκεντρο των προσπαθειών της. Σε αυτό το πλαίσιο, το υδρογόνο αναδεικνύεται σε κεντρικό εργαλείο για τη στήριξη της ενεργειακής μετάβασης και την επίτευξη των στόχων αυτών. Η ανάπτυξη έργων υδρογόνου, είτε αυτά αφορούν την παραγωγή, την αποθήκευση είτε τη χρήση του, δημιουργεί νέες προοπτικές αλλά και προκλήσεις για τις εθνικές και ευρωπαϊκές έννομες τάξεις. Στην ατζέντα των κενών και των προβληματικών μεταξύ άλλων συνυπάρχουν μεταξύ άλλων τα ερωτήματα :

  • Σε ποια ειδική κατηγορία περιβαλλοντικής αδειοδότησης εντάσσονται οι εγκαταστάσεις υδρογόνου και τα συνοδά έργα αυτών;
  • Ποιες είναι οι χρήσεις γης περιοχών που μπορούν να υποδεχτούν αυτές τις εγκαταστάσεις και σύμφωνα με ποιους βαθμούς όχλησης καταγράφονται;

Το παρόν άρθρο αποτελεί προδημοσίευση αναλυτικής νομικής μελέτης, η οποία θα εξετάζει το κανονιστικό πλαίσιο για τα έργα υδρογόνου σε ευρωπαϊκό επίπεδο, με διεξοδική αναφορά του σχετικού νομικού πλαισίου σε περίπου 15 χώρες της Ευρωπαϊκής ηπείρου. Δίνοντας έμφαση σε αυτές τις νομοθετικές κατευθύνσεις, αναλόγως της ωριμότητάς τους, και την έως σήμερα στρατηγική που υιοθετεί η Ελλάδα για την προώθηση του υδρογόνου, η μελέτη επιχειρεί να αποκρυσταλλώσει τις προκλήσεις που αντιμετωπίζουν τα έργα υδρογόνου από νομική και περιβαλλοντική σκοπιά στην Ελλάδα. Η μελέτη καταλήγει με προτάσεις πολιτικής που στοχεύουν στην ενίσχυση της εθνικής νομοθετικής βάσης, επιτρέποντας την ταχύτερη διείσδυση του υδρογόνου στην αγορά ενέργειας, με παράλληλη προώθηση της βιώσιμης ανάπτυξης και της ενεργειακής μετάβασης.  

Ο ρόλος του υδρογόνου στην ενεργειακή μετάβαση 

Το υδρογόνο θεωρείται το καύσιμο του μέλλοντος, καθώς είναι καθαρό, φιλικό προς το περιβάλλον και μπορεί να χρησιμοποιηθεί σε διάφορες εφαρμογές της οικονομίας. Η παραγωγή υδρογόνου μέσω ανανεώσιμων πηγών ενέργειας (ΑΠΕ), γνωστή ως «πράσινο υδρογόνο», αποτελεί μια από τις κυριότερες τεχνολογικές λύσεις που προωθούνται για τη μείωση των εκπομπών άνθρακα. Το πράσινο υδρογόνο παράγεται μέσω ηλεκτρόλυσης, μιας διαδικασίας κατά την οποία το νερό διασπάται σε οξυγόνο και υδρογόνο, με χρήση ηλεκτρικής ενέργειας από ΑΠΕ όπως η αιολική και η ηλιακή ενέργεια. Αυτό το είδος παραγωγής καθιστά το πράσινο υδρογόνο μηδενικών εκπομπών, καθώς δεν απελευθερώνονται αέρια του θερμοκηπίου κατά τη διαδικασία. Ως εκ τούτου, το πράσινο υδρογόνο έχει σημαντικό ρόλο στην προσπάθεια της Ευρώπης για την επίτευξη κλιματικής ουδετερότητας. Η χρήση του υδρογόνου επεκτείνεται σε πολλούς τομείς. Στις μεταφορές, το υδρογόνο χρησιμοποιείται ήδη σε οχήματα που λειτουργούν με κυψέλες καυσίμου, ενώ οι προοπτικές του για βαρέα οχήματα, αεροπλάνα και πλοία θεωρούνται ελπιδοφόρες. Στη βιομηχανία, το υδρογόνο μπορεί να αντικαταστήσει τα ορυκτά καύσιμα σε διαδικασίες που απαιτούν υψηλή ενέργεια, όπως στην παραγωγή χάλυβα και τσιμέντου, ενώ η δυνατότητα αποθήκευσης ενέργειας από ΑΠΕ προσδίδει επιπλέον αξία στο ενεργειακό σύστημα, καθώς μπορεί να εξισορροπήσει την διαλείπουσα παραγωγή από πηγές όπως ο άνεμος και ο ήλιος, ενισχύοντας έτσι την ενεργειακή σταθερότητα.  

Ωστόσο, παρά το σημαντικό δυναμικό του, το υδρογόνο αντιμετωπίζει προκλήσεις σχετικά με το κόστος παραγωγής και τις υποδομές. Σήμερα, η παραγωγή πράσινου υδρογόνου είναι ακριβότερη από το «γκρι» υδρογόνο, το οποίο παράγεται από φυσικό αέριο. Παρ’ όλα αυτά, οι τεχνολογικές εξελίξεις και οι επενδύσεις αναμένεται να μειώσουν το κόστος, καθιστώντας το πράσινο υδρογόνο πιο ανταγωνιστικό τα επόμενα χρόνια.  

Ευρωπαϊκή στρατηγική υδρογόνου και παραδείγματα από την Ευρώπη Η Ευρωπαϊκή Ένωση έχει αναγνωρίσει το υδρογόνο ως βασικό εργαλείο για την επίτευξη των στόχων της κλιματικής ουδετερότητας. Μέχρι το 2030, η Ε.Ε. στοχεύει στην παραγωγή 10 εκατομμυρίων τόνων πράσινου υδρογόνου, ενώ μέχρι το 2050 προβλέπεται η πλήρης ενσωμάτωση του υδρογόνου στο ενεργειακό σύστημα της Ένωσης. 

Διάφορες χώρες της Ευρώπης έχουν υιοθετήσει φιλόδοξες στρατηγικές για την προώθηση της παραγωγής και χρήσης υδρογόνου, με το νομικό τους πλαίσιο να ακολουθεί με κυρίως αναλογικές ρυθμίσεις με αυτές του φυσικού αερίου και των βιομηχανιών:

  • Γερμανία: Η Γερμανία θεωρείται ηγέτης στην πολιτική για το υδρογόνο, με το ρυθμιστικό της πλαίσιο να εστιάζει στην ενσωμάτωση του υδρογόνου στο ενεργειακό της δίκτυο. Οι εγκαταστάσεις υδρογόνου υπόκεινται σε ειδικές αδειοδοτικές διαδικασίες σύμφωνα με τον Ομοσπονδιακό Νόμο Ελέγχου Εκπομπών (BImSchG), ενώ οι ρυθμίσεις για την ασφάλεια και την προστασία του περιβάλλοντος είναι αυστηρές, συμβάλλοντας στη μακροπρόθεσμη βιώσιμη ανάπτυξη της βιομηχανίας υδρογόνου.
  • Γαλλία: Το υδρογόνο στη Γαλλία υπάγεται σε συγκεκριμένο νομικό πλαίσιο που θεσπίζεται στον Κώδικα Ενέργειας, με σαφείς διακρίσεις μεταξύ «ανανεώσιμου» και «χαμηλών εκπομπών άνθρακα» υδρογόνου. Επιπλέον, οι υποδομές παραγωγής και αποθήκευσης υδρογόνου απαιτούν περιβαλλοντική αδειοδότηση και αυστηρά πρότυπα ασφαλείας λόγω της ευφλεκτότητας του υδρογόνου, εξασφαλίζοντας ότι η ανάπτυξη της τεχνολογίας γίνεται υπό συνθήκες περιβαλλοντικής ασφάλειας.
  • Ισπανία και Πορτογαλία: Οι χώρες αυτές προωθούν τη χρήση υδρογόνου στις μεταφορές και στη βιομηχανία, ενώ αναπτύσσουν υποδομές για τη μαζική παραγωγή και διανομή του υδρογόνου στο δίκτυο ενέργειας. Ιδιαίτερα, η Ισπανία στοχεύει στην ανάπτυξη ανανεώσιμου υδρογόνου, συνδέοντας το με τις φιλοδοξίες της χώρας για την επίτευξη κλιματικής ουδετερότητας.
  • Ολλανδία: Στην Ολλανδία, το ρυθμιστικό πλαίσιο για το υδρογόνο βρίσκεται ακόμη υπό ανάπτυξη, με τις τοπικές αρχές να εφαρμόζουν διαφορετικές προσεγγίσεις ανάλογα με την περιοχή και το είδος των εγκαταστάσεων. Η χώρα προωθεί την υιοθέτηση τεχνικών προτύπων και τη χρήση «safe by design» εγκαταστάσεων για την ασφαλή ανάπτυξη των έργων υδρογόνου, γεγονός που αναδεικνύει τον πρωταγωνιστικό ρόλο της Ολλανδίας στην καινοτομία.
  • Δανία: Η Δανία έχει θέσει φιλόδοξους στόχους για την ανάπτυξη του υδρογόνου μέσω της τεχνολογίας Power-to-X (PtX), με στόχο τη δημιουργία ηλεκτρολυτικής ικανότητας 4-6 GW έως το 2030. Για το λόγο αυτό, το νομικό της πλαίσιο επικεντρώνεται στη διασφάλιση της περιβαλλοντικής βιωσιμότητας και στη διευκόλυνση των επενδύσεων, καθιστώντας τη Δανία πρότυπο στην ανάπτυξη πράσινων τεχνολογιών.
  • Νορβηγία: Αν και το ρυθμιστικό πλαίσιο στη Νορβηγία δεν έχει ωριμάσει πλήρως, η χώρα προωθεί την παραγωγή πράσινου υδρογόνου από ΑΠΕ, με αυστηρά ρυθμιστικά πλαίσια που διασφαλίζουν την ασφάλεια και τη συμμόρφωση με τις περιβαλλοντικές απαιτήσεις.
  • Σουηδία: Η Σουηδία επικεντρώνεται στην παραγωγή πράσινου υδρογόνου για τη μείωση των εκπομπών άνθρακα, ενώ το νομικό πλαίσιο για το υδρογόνο στηρίζεται στους υπάρχοντες κανονισμούς για το φυσικό αέριο, με προβλέψεις για περιβαλλοντική προστασία, ενώ επικεντρώνεται και στην ανάπτυξη υποδομών και τη μείωση του κόστους παραγωγής.
  • Αυστρία: Η Αυστρία ενώ έχει υιοθετήσει σχετική νομοθεσία που παρέχει κίνητρα για την παραγωγή ανανεώσιμων αερίων και υδρογόνου, το νομικό πλαίσιο παραμένει σε εξέλιξη. Οι εγκαταστάσεις υδρογόνου παραμένουν κεντρικές στην ενεργειακή στρατηγική, δεδομένου ότι διατηρούνται εξαιρέσεις για τις εγκαταστάσεις αυτές στο πλαίσιο των ΑΠΕ. Περαιτέρω, οι διατάξεις στηρίζουν την παραγωγή υδρογόνου από ΑΠΕ και τη δημιουργία υποδομών, εξασφαλίζοντας τη συμμόρφωση με την ισχύουσα νομοθεσία.
  • Σλοβακία: Η Σλοβακία εξετάζει την πιθανότητα προσαρμογής του δικτύου φυσικού αερίου για την αποθήκευση και διανομή υδρογόνου, με έμφαση σε μελέτες για την τεχνική καταλληλότητα των αγωγών και τις πιθανές επιπτώσεις στη διάβρωση από την ανάμειξη υδρογόνου με φυσικό αέριο. Περαιτέρω, αναμένεται να προχωρήσει στην εισαγωγή νέας νομοθεσίας για την υποστήριξη των έργων υδρογόνου, συμπεριλαμβανομένων ρυθμίσεων για την ασφάλεια, τις υποδομές και τη μεταφορά υδρογόνου.
  • Πολωνία: Στην Πολωνία, το υδρογόνο ταξινομείται ως επικίνδυνη ουσία ή αέριο καύσιμο βάσει διάφορων νομοθετικών ρυθμίσεων. Για την εγκατάσταση μονάδας παραγωγής υδρογόνου στην Πολωνία απαιτείται συμμόρφωση με αυστηρούς περιβαλλοντικούς κανόνες, καθώς και την απόκτηση πολλαπλών αδειών, οι οποίες διασφαλίζουν ότι οι δραστηριότητες της μονάδας πληρούν τα πρότυπα προστασίας του περιβάλλοντος, της ασφάλειας και της βιώσιμης διαχείρισης των πόρων.
  • Βέλγιο: Το Βέλγιο έχει υιοθετήσει μια στρατηγική που στοχεύει στην πλήρη απαλλαγή από τις ανθρακούχες εκπομπές έως το 2050, με το υδρογόνο να διαδραματίζει κεντρικό ρόλο. Το ρυθμιστικό πλαίσιο της χώρας στηρίζεται κυρίως σε ευρωπαϊκές οδηγίες, όπως η Οδηγία για τον εξοπλισμό υπό πίεση (PED) και η Οδηγία ATEX για εκρηκτικές ατμόσφαιρες. Η εναρμόνιση με τις ευρωπαϊκές ρυθμίσεις ενισχύει την ανάπτυξη της αγοράς υδρογόνου, ενώ η κυβέρνηση δίνει έμφαση στη διεθνή συνεργασία για την ανάπτυξη υποδομών.
  • Φινλανδία: Η Φινλανδία προωθεί την ανάπτυξη της οικονομίας του υδρογόνου ως μέρος του στόχου της για κλιματική ουδετερότητα έως το 2035, με ιδιαίτερη έμφαση στην έρευνα και την καινοτομία. Ωστόσο, η χώρα αντιμετωπίζει προκλήσεις στην αποθήκευση υδρογόνου, καθώς δεν διαθέτει γεωλογικές δομές για φθηνή αποθήκευση. Το νομικό πλαίσιο βρίσκεται σε εξέλιξη, ενώ η χώρα εστιάζει στη συμμετοχή σε ευρωπαϊκές πρωτοβουλίες και στη φορολογία για την ενίσχυση της υδρογονοκίνησης.
  • Ηνωμένο Βασίλειο: Το Ηνωμένο Βασίλειο έχει θέσει ως κεντρικό στόχο την ενσωμάτωση του υδρογόνου στις μεταφορές και τη βιομηχανία. Οι υφιστάμενες ρυθμίσεις, όπως ο Πράξη Φυσικού Αερίου (Gas Act) του 1986, ρυθμίζουν τη μεταφορά και την αποθήκευση υδρογόνου, ενώ έργα μεγάλης κλίμακας υπόκεινται σε περιβαλλοντικές αξιολογήσεις από τον Ofgem, ενισχύοντας την ανάπτυξη της αγοράς υδρογόνου.
  • Λουξεμβούργο: Το νομικό πλαίσιο του Λουξεμβούργου χαρακτηρίζεται από αυστηρές διαδικασίες αδειοδότησης και μελέτες περιβαλλοντικών επιπτώσεων, δεδομένου ότι το υδρογόνο κατατάσσεται στις επικίνδυνες ουσίες. Ωστόσο, η κυβέρνηση ενθαρρύνει την απλοποίηση των διαδικασιών, για να διευκολύνει την ανάπτυξη της αγοράς υδρογόνου και να υποστηρίξει τη μετάβαση προς την πράσινη ενέργεια.

Συγκριτικά, η Γερμανία και η Γαλλία ξεχωρίζουν για την ανάπτυξη των πιο ολοκληρωμένων νομικών πλαισίων, με ισχυρή κρατική υποστήριξη και στρατηγικές που αποσκοπούν στην ηγεμονία στον τομέα του υδρογόνου. Ακολουθούν χώρες όπως η Ολλανδία, η Σουηδία και η Φινλανδία, που παρόλο που δεν έχουν πλήρως ανεπτυγμένο νομοθετικό πλαίσιο, επιδεικνύουν σημαντική πρόοδο στην έρευνα και ανάπτυξη τεχνολογιών. Αντίθετα, χώρες όπως η Πολωνία, και η Σλοβακία αντιμετωπίζουν προκλήσεις λόγω της απουσίας εξειδικευμένης νομοθεσίας και της αργής ανάπτυξης των υποδομών. Η Δανία, η Αυστρία, το Βέλγιο και η Νορβηγία επικεντρώνονται στη βιώσιμη ανάπτυξη μέσω της χρήσης ανανεώσιμων πηγών, ενώ η Φινλανδία, η Πορτογαλία, η Ισπανία και το Ηνωμένο Βασίλειο εστιάζουν σε πιο καινοτόμες λύσεις για την αποθήκευση και τη βιομηχανική χρήση του υδρογόνου.  

Κωδικοποίηση κατευθύνσεων για το θεσμικό πλαίσιο του υδρογόνου 

Σε ευρωπαϊκό επίπεδο, η ένταξη του πράσινου υδρογόνου στην κατηγορία των ΑΠΕ δημιουργεί ευνοϊκότερους όρους για την ανάπτυξή του. Το κανονιστικό πλαίσιο που διέπει τις υποδομές φυσικού αερίου χρησιμοποιείται ως βασική αφετηρία, με προσαρμογές που λαμβάνουν υπόψη τα ιδιαίτερα χαρακτηριστικά του υδρογόνου.  Η κωδικοποίηση των νομικών κατευθύνσεων περιλαμβάνει, μεταξύ άλλων, την αναλογική εφαρμογή των διατάξεων που αφορούν στην αδειοδότηση εγκαταστάσεων φυσικού αερίου ή ΑΠΕ, τη διαχείριση βιομηχανικών ρύπων, την παρακολούθηση εκπομπών, καθώς και τη συμμόρφωση με τα ευρωπαϊκά πρότυπα ασφαλείας. 

Η Ελλάδα στο δρόμο για το υδρογόνο: Η εθνική στρατηγική και το ΕΣΕΚ 

Η Ελλάδα έχει θέσει φιλόδοξους στόχους για την ανάπτυξη των έργων υδρογόνου, στο πλαίσιο της στρατηγικής της για την απανθρακοποίηση και την επίτευξη κλιματικής ουδετερότητας έως το 2050. Η Εθνική Στρατηγική Υδρογόνου ενσωματώνεται στο Εθνικό Σχέδιο για την Ενέργεια και το Κλίμα (ΕΣΕΚ) και έχει ως στόχο την ταχεία ενσωμάτωση του πράσινου υδρογόνου στο ενεργειακό μείγμα της χώρας έως το 2050, με σκοπό την επίτευξη των κλιματικών στόχων. Η ανάπτυξη του υδρογόνου προβλέπεται να γίνει σε τρεις φάσεις:  

Περίοδος 2025-2030: Σε αυτήν την περίοδο, η Ελλάδα στοχεύει στην ταχεία διείσδυση των ΑΠΕ και στην ανάπτυξη των πρώτων υποδομών παραγωγής πράσινου υδρογόνου. Αναμένεται ότι οι πρώτες πιλοτικές εγκαταστάσεις θα αρχίσουν να λειτουργούν, με σκοπό τη δοκιμή και την προσαρμογή των τεχνολογιών σε βιομηχανική κλίμακα. 

Περίοδος 2030-2040: Η δεύτερη φάση της στρατηγικής περιλαμβάνει τον ταχύ εξηλεκτρισμό της τελικής κατανάλωσης ενέργειας, με το υδρογόνο να αποκτά πρωταγωνιστικό ρόλο στην παραγωγή καθαρής ενέργειας. Οι υποδομές που θα δημιουργηθούν κατά την πρώτη φάση θα αναπτυχθούν περαιτέρω, ενώ η χρήση του υδρογόνου θα επεκταθεί στις μεταφορές και στη βιομηχανία. 

Περίοδος 2040-2050: Στην τελική φάση, το υδρογόνο αναμένεται να αποτελεί σημαντικό στοιχείο της ενεργεια- κής υποδομής της χώρας, με εκτεταμένη χρήση σε διάφορους τομείς και την ανάπτυξη συνθετικών καυσίμων. Η στρατηγική αυτή βασίζεται στην ανάπτυξη βιώσιμων τεχνολογιών και εξαγωγικών δυνατοτήτων, με τη δημιουργία κατάλληλου πλαισίου αδειοδότησης για τις εγκαταστάσεις παραγωγής και αποθήκευσης υδρογόνου. Η Ελλάδα προσανατολίζεται στην υιοθέτηση των ευρωπαϊκών προτύπων για την πλήρη ενσωμάτωση της τεχνολογίας αυτής. 

Συνολικά, η στρατηγική της Ελλάδας για το υδρογόνο στηρίζεται στην προώθηση της καινοτομίας και των εξαγωγών. Η ανάπτυξη βιώσιμων τεχνολογιών αποτελεί προτεραιότητα, ενώ η χώρα φιλοδοξεί να αποτελέσει κόμβο για την παραγωγή και εξαγωγή πράσινου υδρογόνου στην Ευρώπη.  

Νομικό πλαίσιο για τα έργα υδρογόνου στην Ελλάδα 

Το εθνικό νομικό πλαίσιο της Ελλάδας για το υδρογόνο έχει αρχίσει να διαμορφώνεται τα τελευταία χρόνια, με διάφορες νομοθετικές πρωτοβουλίες να περιλαμβάνουν το υδρογόνο, όπως:

  • Νόμος 5037/2023: Ορίζει το πράσινο υδρογόνο ως ανανεώσιμο αέριο, εξισώνοντάς το με άλλες μορφές ενέργειας από ΑΠΕ, εξασφαλίζοντας πιο ευνοϊκές συνθήκες αδειοδότησης και χρηματοδότησης.
  • Νόμος 4864/2021: Στο πλαίσιο των στρατηγικών επενδύσεων, το πράσινο υδρογόνο ορίζεται ως το υδρογόνο που παράγεται από ΑΠΕ, εφόσον η ηλεκτρική ενέργεια που παράγεται από τον σταθμό ηλεκτροπαραγωγής χρησιμοποιείται αποκλειστικά για την παραγωγή υδρογόνου.
  • Νόμος 4710/2020: Ορίζει τη χρήση του υδρογόνου ως εναλλακτικού καυσίμου στις μεταφορές. Ως καύσιμο που συμβάλλει στην απαλλαγή από ανθρακούχες εκπομπές, έχει τη δυνατότητα να βελτιώσει τις περιβαλλοντικές επιδόσεις του τομέα των μεταφορών
  • Νόμος 4936/2022: Στο ΕΣΕΚ, το υδρογόνο εντάσσεται στα ανανεώσιμα αέρια που σταδιακά θα αντικαταστήσουν το φυσικό αέριο, κυρίως στους τομείς των μεταφορών και της βιομηχανίας. Μαζί με το βιομεθάνιο, το πράσινο υδρογόνο θεωρείται κρίσιμο για τη σταδιακή απεξάρτηση της χώρας από τα ορυκτά καύσιμα.
  • Η ΚΥΑ 36060/1155/Ε.103/2013 (ΦΕΚ 1450/Β’14.6.2013) ως ισχύει, αφορά τη διαχείριση των βιομηχανικών αποβλήτων, συμπεριλαμβανομένων εκείνων που προκύπτουν από δραστηριότητες αποθήκευσης επικίνδυνων ουσιών, όπως το υδρογόνο. Το Άρθρο 5 προβλέπει την υποχρέωση των επιχειρήσεων που εμπλέκονται στην αποθήκευση ή χρήση υδρογόνου να διασφαλίζουν ότι τα επικίνδυνα απόβλητα που παράγονται από αυτές τις δραστηριότητες διαχειρίζονται με τρόπο ασφαλή και φιλικό προς το περιβάλλον.

Ο βασικός στόχος αυτών των νομοθετικών πρωτοβουλιών είναι η διαμόρφωση ενός κανονιστικού πλαισίου που θα διευκολύνει τις επενδύσεις σε έργα υδρογόνου, αν και το πλαίσιο αυτό βρίσκεται ακόμη σε αρχικό στάδιο ωρίμανσης. 

Χρήσεις γης, περιβαλλοντική αδειοδότηση και συμμόρφωση: τα κενά του εθνικού πλαισίου 

Από τη μία πλευρά, οι εγκαταστάσεις υδρογόνου στην Ελλάδα, βάσει του Π.Δ. 59/2018, φαίνεται πως καταρχάς θα πρέπει να υπάγονται σε συγκεκριμένους χωροταξικούς κανονισμούς που αφορούν τις βιομηχανικές ζώνες χαμηλής, μέσης και υψηλής όχλησης, είτε, σε κάποιες περιπτώσεις, στο πλαίσιο χωροθέτησης που αφορά τις ΑΠΕ. Η χωροθέτηση των μονάδων παραγωγής υδρογόνου, όσον αφορά τις βιομηχανικές ζώνες, θα πρέπει βέβαια να παρέχει ευελιξία στις επιχειρήσεις που ενδιαφέρονται να αναπτύξουν υποδομές υδρογόνου, ενώ η περιβαλλοντική συμμόρφωση παραμένει κεντρικό ζήτημα. 

Από την άλλη, η περιβαλλοντική αδειοδότηση για τα έργα υδρογόνου μπορεί να διέπεται από το γενικό πλαίσιο για την αδειοδότηση βιομηχανικών εγκαταστάσεων αλλά και από το πλαίσιο περί ΑΠΕ, ιδίως όσον αφορά την αποθήκευση πράσινου υδρογόνου. Η Οδηγία SEVEZO για την αποθήκευση επικίνδυνων ουσιών επιβάλλει, σε κάθε περίπτωση, αυστηρές προδιαγραφές ασφαλείας για τις εγκαταστάσεις που αποθηκεύουν περισσότερους από 5 τόνους υδρογόνου, το οποίο απαιτεί τη λήψη ειδικών μέτρων και την εκπόνηση μελέτης περιβαλλοντικών επιπτώσεων (ΜΠΕ) σύμφωνα με τον Ν. 4014/11 για τις εγκαταστάσεις υδρογόνου, προκειμένου να διασφαλιστεί η ασφάλεια και η βιωσιμότητα των έργων.  

Συμπεράσματα και προτάσεις για την Ελλάδα 

Η Ελλάδα κινείται προς τη σωστή κατεύθυνση για την ανάπτυξη μιας βιώσιμης στρατηγικής για το υδρογόνο. Ωστόσο, το νομοθετικό πλαίσιο πρέπει να αναθεωρηθεί ώστε να ενσωματωθούν πλήρως οι νέες τεχνολογίες και να διασφαλιστεί η σαφήνεια στις διαδικασίες χωροθέτησης και αδειοδότησης.  

Κεντρικά ζητήματα που πρέπει να αντιμετωπιστούν για την επιτυχία της εθνικής στρατηγικής είναι η ενσωμάτωση του υδρογόνου στο εθνικό δίκτυο φυσικού αερίου, η προσαρμογή των υφιστάμενων βιομηχανικών μονάδων, η αποσαφήνιση του πλαισίου περί εφαρμογής των προβλέψεων περί ΑΠΕ και γενικά η επικαιροποίηση της χωροταξικής και περιβαλλοντικής νομοθεσίας. 

Η ευθυγράμμιση με τις ευρωπαϊκές πρακτικές, η ενίσχυση της διεθνούς συνεργασίας και η προώθηση της πράσινης τεχνολογίας είναι επίσης απαραίτητες για να μπορέσει η Ελλάδα να καταστεί πρωτοπόρος στην ανάπτυξη του υδρογόνου στην ευρύτερη περιοχή. Παράλληλα αυτή την περίοδο όλα τα κράτη μέλη διαμορφώνουν και επεξεργάζονται το θεσμικό πλαίσιο αδειοδότησης.

(2024) Basic Codification of the Provisions of the New Law 5092/2024

Shore – Beach

(Official Gazette A’33/4.3.2024)

Eleftheria Volaki, Lawyer, LL.M. Environmental Law

Introduction

The character of the shore and the beach as common-use assets[1], with the particular consequence that the public has free and unimpeded access to the coastal front, as well as the importance of environmental protection of coastal areas as sensitive areas, has particularly preoccupied public opinion recently. It could be argued that it has rightly done so, and will continue to do so, potentially bringing ideas and views into conflict, since the predominantly insular character of our country will always be the subject of conflicting rights and proposals.

Law 5092/2024 (A’ 33/4-03-2024) entitled “Conditions for the development of public property in coastal areas and other provisions”[2] was recently published, containing regulations relating to the procedure for designating the shore and beach, the procedure and adoption of protection measures, and sanctions concerning the granting of simple use.

It is of interest to study and record the direction in which the provisions of the new law move in relation to Law 2971/2001, what is achieved, and to what extent. Is environmental protection achieved, the common-use character of the shore and beach, and the assurance of free and unimpeded access?

This codification presents and analyses the following questions/topics, as they arise from the new provisions of Law 5092/2024:

  • Which areas are designated as Protected and “Untrodden” Shores, and how are they defined?
  • How is the ownership status of the old shore configured?
  • What are the basic regulations and the procedure for granting simple use, and what are the obligations of grantees?
  • Granting to “neighbouring businesses” – what procedure and terms apply specifically in this case?
  • New inspection mechanism and measures for protecting the common-use character of the shore and beach – what are the main differences compared to Law 2971/2001?

It is noted that Law 5092/2024 sets out the specifics regarding the designation of the shore and beach, the framework for granting simple use of the shore and beach, as well as the sanctions and protection measures for the common-use character of the shore and beach, and accordingly repeals the corresponding articles of Law 2971/2001. Specifically, Articles 1, 2, 3, 4, 5, 6, 7, 7A, 9, 10, 13, paragraphs 6, 7, 8, 10, and 11 of Article 15, and Articles 16A, 26, 27, and 29 are repealed[3], while Law 2971/2001 otherwise remains in force specifically with regard to the provisions on granting a section of shore/beach for the execution of works, as well as on port zones.

Basic regulations

  1. Which areas are considered Protected and “Untrodden” Shores, and how are they defined?

The concept of a protected and “untrodden shore”/“untrodden beach” is introduced into the legal order, in the law on the protection of the shore, for the first time. These are sections of shore and beach that fall within Natura 2000 network areas, and, depending on their level of protection, more specific terms and restrictions will now apply with regard to grants of simple use for the placement of sunbeds and umbrellas.

The law provides for the distinct management of protected shores and beaches from sections of shore/beach designated as “untrodden,” with a view to the enhanced protection of the latter. Where a beach is designated as “untrodden,” any activity that could endanger the integrity of the protected shore and beach is prohibited, including the placement of movable elements such as umbrellas, loungers, etc.

Specifically, a protected shore-beach is defined as “the distinct section of shore and beach located within an area included in the National Catalogue of Areas of the European Ecological Network Natura 2000, having particular ecological and geomorphological characteristics that need to be improved, protected, or maintained.” For the purpose of preserving these characteristics, prohibitions and restrictions are imposed on activities permitted on the shore and beach. The terms and restrictions applicable to protected shores and beaches are those set out in the regulatory acts issued under Article 21 of Law 1650/1986 (A’ 160) on the designation of areas, that is, until the issuance of the Presidential Decrees approving the Special Environmental Studies (SES) for Natura 2000 areas.

Untrodden beaches” are defined, under Article 4(2) of Law 5092/2024, as “shores and beaches of high protection, and in particular shores of particular aesthetic, geomorphological, or ecological value, on which the granting of simple use is prohibited, as is any other action that could endanger their morphology and their integrity in terms of their ecological functions.”

The prohibitions and restrictions on activities on untrodden beaches will be provided for either:

– in the Ministerial Decision of the Minister of Environment and Energy determining terms and restrictions for interventions and activities in biodiversity protection areas and National Parks, issued under the authorisation of paragraph 6[4] of Article 21 of Law 1650/1986. This Ministerial Decision may be issued while the Special Environmental Study (SES)[5] for the protected area is still being prepared, and pending the issuance of the Presidential Decree[6] designating the protected areas, establishing terms and restrictions on land uses and building terms, and approving the Management Plan;

– or by issuance of a Joint Ministerial Decision of the Ministers[7] of National Economy and Finance and of Environment and Energy, issued following a recommendation by the Natural Environment and Climate Change Agency (OFYPEKA) and on the proposal of the Head of the General Directorate of Environmental Policy of the Ministry of Environment and Energy. This Joint Ministerial Decision may be issued by 31-03-2024, and its subject matter will be the designation as “untrodden” of beaches located within Natura 2000 network areas, and the establishment of restrictions and prohibitions on the activities permitted thereon, pending the issuance of the relevant management plan and Presidential Decree under Article 21 of Law 1650/1986.

For the designation of a beach as untrodden, the following criteria are taken into account, in accordance with paragraph 1 of Article 22 of Law 5092/2024:

  • The significant presence of natural habitat types protected by Union or national legislation, and of rare endemic species of flora and fauna
  • The performance of significant ecological functions for protected species
  • Their designation as Key Biodiversity Areas under Article 184 of Law 5037/2023 (A’ 78), as well as, in general, the presence of significant ecosystems requiring protection, maintenance, or restoration
  • Social and cultural requirements, as well as regional and local particularities.
  1. How is the ownership status of the old shore configured?

Article 6 sets out the ownership status of the shore, the beach, and the old shore. In particular, it provides that the shore and the beach[8] belong to public property and are common-use property under Article 967 of the Civil Code[9], while it is clarified that the old shore belongs to the private property of the State.

This provision reinstates the regime of “ownership” of the old shore as it applied under Law 2971/2001 until its amendment by Law 4607/2019 (A’ 65). It is noted that, under the new provision, this regime over the old shore zone is lifted in the case of an old shore bordering “untrodden” beaches. Specifically, Article 6(5) expressly provides that “areas of old shore bordering untrodden beaches under paragraph 2 of Article 4 belong to public property, are not susceptible to acquisition of private rights, and are recorded as common-use property.”

  1. What are the basic regulations and the procedure for granting simple use?
  2. Bodies responsible for granting simple use

Under Article 7 of Law 5092/2024, the bodies now competent for granting use of the shore/beach are the Greek State, through the Property Services, and ETAD S.A., while the law removes this competence from the Municipalities. The Municipalities, however, retain the right to revenue from the payment of consideration for use [60% of the consideration from the grant of simple use is allocated to the relevant Municipality].

  1. Procedure

Under the new law, it is now mandatory, regardless of the granting body, to use an electronic auction procedure[10] for every competitive auction concerning the grant of simple use of the shore and beach[11]. The implementation of electronic auctions will be supported by the new “Register of Contracts for the Grant of Simple Use of the Shore and Beach” system under Article 15 of Law 5092/2024.

The Register will record the details of each grant, such as coordinates, polygon, and aerial photographs, its duration, the terms of the grant, and the assessed (objective) values of properties near the granted area. After the competitive auction procedure ends, the electronic platform automatically generates a draft contract, which is sent by email to the successful bidder/grantee.

It is noted that, under a special transitional provision for 2024[12], auctions may be conducted using notices that are not automatically generated by the new “Register of Contracts for the Grant of Simple Use of the Shore and Beach” system.

  1. Time for completion of contracts

Furthermore, the law expressly provides for the time by which applications for grants of simple use must be completed, namely by 31 March of each year[13]. This provision appears to resolve the problem faced by many businesses, who were unable to place sunbeds and umbrellas on the shore until their contract was signed – often not completed until July or even August – since the Joint Ministerial Decision[14] under paragraph 3 of Article 13 of Law 2971/2001 (Official Gazette B’ 1432/2023) set the deadline for processing applications as the end of June for Municipalities and the end of July for Property Services.

By way of derogation from the above provision, for 2024, with respect to the grant of use of shores and beaches following an electronic auction[15], the new law specifically provided that the procedure for granting simple use must be completed by 31 May 2024.

  1. Area of the granted space

Article 9(2) and (3) set out the constraints regarding the area of the “granted shore/beach.” Specifically:

  • The maximum area of a section of shore/beach that may be granted is set at 500 m².
  • A minimum distance of at least six (6) metres is set between granted sections, irrespective of the time or procedure under which they were granted, with the exception of contiguous neighbouring businesses. In the case of contiguous neighbouring businesses or associations, the width of the free zone is, exceptionally, reduced by fifty per cent (50%), provided that the frontage of the business or marine sports club is less than six (6) metres in length. Specifically for businesses located in adjoining buildings, the width of the free zone is reduced to four (4) metres[16].
  • The total of the sections of shore and beach granted may not cover more than 50% of the area or of the length of the frontage of the distinct section of shore/beach in question.
  • Furthermore, as provided by the law, shore and beach are not granted for simple use, whether by competitive auction or to a neighbouring business, where its length or width is less than 4 m, or where the total area of the shore is less than 150 m². An exception to this restriction is made for cases where business operating licences are in force, until their expiry. Furthermore, exceptionally, the grant of shore and beach to hotel accommodation establishments is permitted[17].
  1. Granting to “neighbouring businesses” – what procedure and terms apply specifically in this case?

Article 11 of the new law sets out the specific framework for granting simple use to “neighbouring businesses” operating on plots/parcels adjoining the shore/beach. Neighbouring businesses, as specified in the law and listed below, may, upon their request, obtain a grant of simple use of the shore/beach for the placement of sunbeds and umbrellas, without an auction, for a period of from 1 to 3 years. The consideration for the grant is that resulting from the mathematical formula in paragraph 5 of Article 10 [assessed value of the neighbouring property × shore weighting coefficient × activity weighting coefficient × years of grant × 3%], increased by 20%.

The new provision adds, compared to Law 2971/2001, furnished rental apartments as eligible neighbouring businesses, while now, instead of recreation centres, the law provides for food and beverage establishments subject to health regulations (KYE). Specifically:

  • Which “neighbouring businesses” may obtain a grant of simple use without an auction?

Specifically, neighbouring businesses expressly include the following:

  • main hotel accommodation establishments
  • furnished rooms/apartments for rent under sub-subparagraph (cc) of subparagraph (b) of paragraph 2 of Article 1 of Law 4276/2014
  • organised tourist camping sites
  • food and beverage establishments subject to health regulations, and
  • marine sports clubs holding the special sports recognition under paragraph 1 of Article 8 of Law 2725/1999 (A’ 121) and registered in the electronic register of sports clubs.
  • In which cases is a business considered to be neighbouring?

A business or club is considered to be a neighbour of the granted section of shore and beach even where, between the area in which the business or club operates and the shore or beach, there is interposed:

  • a road, square, or other common-use area
  • a private property owned or leased by the business or club
  • a property belonging to the private property of the State or to the Hellenic Public Properties Company (ETAD)

Where the interposed property belongs to ETAD (e.g. old shore), the law provides for a new procedure for acquiring a contractual right over it, with the aim, according to the explanatory memorandum, of speeding up the completion of shore and beach grant contracts.

Specifically, the new procedure is as follows:

  • The application for the grant of simple use of a section of shore and beach is submitted by the interested party not only to the locally competent Property Service, but simultaneously also to ETAD.
  • ETAD has the right to refuse to enter into the contract, in particular if the private property under its competence that is interposed has been included in a development programme under its Regulation.
  • The competent Property Service extends the subject matter of the simple-use grant contract for the section of shore and beach to also cover the intermediate section of property under ETAD’s competence.
  • The consideration for the grant of the property managed by ETAD is determined by ETAD per square metre of use, by zone, by decision of its competent body, issued by 15 January of each year and notified to the competent Property Service.
  • The price for the property granted by ETAD is paid annually by the grantee, in a single instalment, directly into ETAD’s account upon signing of the contract.
  • The contract takes effect once it has also been countersigned by the competent body of ETAD.
  • If a period of 30 days elapses without action following submission of the application by the interested party, ETAD’s consent is deemed to have been given by tacit approval.
  • What specific terms apply with regard to the extent of the grant?

The granted section of shore and beach for neighbouring businesses or clubs is bounded by:

  • the projection of the boundaries of the area in which the business or club operates, running perpendicular to the coastline, and by
  • a line parallel to, and four (4) metres from, the coastline, and the projection thereof towards the business, such that the granted area does not exceed five hundred (500) square metres.

In any event, taking into account also other grants of simple use, at least 50% of the area or of the length of the frontage of the distinct section of shore and beach in which it is located must remain free.

By way of exception, a larger area may be granted, provided that the percentage set out in the first subparagraph remains free, if the neighbouring business is a main hotel accommodation establishment, a camping site, or a mixed-use tourist accommodation establishment.

  1. What are the obligations of grantees?

Article 8 of the new law sets out the specific obligations of the grantee, which are to be included in each grant contract, the most significant of which include the following:

  • The placement of umbrellas, sunbeds, marine recreation equipment, and other movable elements is limited to a percentage of the area of the granted area not exceeding sixty per cent (60%), or thirty per cent (30%) in the case of a protected shore and beach.
  • The existence of a free zone from the coastline of at least four (4) metres in width, in order to ensure passage for the public both perpendicular and parallel to the sea.
  • Ensuring free, unimpeded, and safe passage for the public on the shore and the beach.
  • Installation of a special platform to assist persons with disabilities (sea tracks), if these have not been installed by the municipality. In this case, the grantee may offset the costs of installing the platforms against the consideration for the grant.
  • Display of a sign, in a visible location on the shore or beach, showing the coordinates of the grant, the grant decision number, the rights of the public, and a unique QR code for each grant.
  • Placement of movable elements for the service of the public.
  • Ensuring the presence of a lifeguard, where this obligation is not covered by the relevant municipality. In this case, the lifeguard’s remuneration is offset against the consideration for the grant.

It is noted that the notice for the grant of simple use of the shore/beach may also provide for additional obligations on the part of the grantee, both in relation to the protection, maintenance, and development of the granted section of shore and beach, and to the enhancement of common use.

  1. Inspection mechanism – what new measures are introduced?

Articles 15, 16, and 17 of the new law provide for a new inspection mechanism, which, according to the explanatory memorandum, will ensure the monitoring of compliance with the law on granted and non-granted sections of shore and beach, the identification of any violations, and the immediate activation of measures to protect their common use.

Specifically:

  • The information system “Register of Contracts for the Grant of Simple Use of the Shore and Beach”[18] is established and put into operation, which will include all necessary information on grant contracts; through it, simple-use grant contracts will be completed, and through it the public will be informed of every act of grant for the placement of sunbeds and umbrellas.
  • The competent inspection authorities are expanded. Specifically, under Article 17, the powers to inspect and verify compliance with the law on the shore and beach will be exercised by a number of bodies, namely the relevant Property Service, the relevant Municipality, and the joint inspection teams under Articles 271 and 271A of Law 5037/2023. In addition, by decision of the Secretary General for Public Property of the Ministry of National Economy and Finance, “joint inspection groups”[19] may be established, comprising members of the Ministry of National Economy and Finance, the Independent Authority for Public Revenue (AADE), and the Financial Police, as well as the Head of the relevant Public Prosecutor’s Office.
  • The work of the inspection bodies will be facilitated and supported by modern technology, through the use of drones and satellites.
  1. Sanctions – measures for the protection of the shore/beach

A key pillar of the new law (Articles 18, 19, and 20) is the establishment of stricter measures and sanctions for the protection of the shore and beach, particularly because of their common-use character and their special environmental value.

The sanctions under the new law are divided into administrative measures, such as an act of immediate removal of unlawful installations, sealing of the business, prohibition from participating in new grant tenders, the imposition of fines, as well as criminal measures. Furthermore, the sanctions in the law are distinguished depending on whether they concern the case of occupation of shore and beach without a grant contract, or the case of exceeding the terms of a grant contract.

Also, where unauthorised structures, works, or alterations are found on the shore and beach, these are demolished at the expense of the responsible party[20], following the issuance, by the Head of the relevant Property Service, of a Demolition Protocol.

It is noted that, with regard to the administrative measure of exclusion from future contracts as established, the period of exclusion from future grant contracts also applies to all sole proprietorships or companies in which the offender, their spouse, and relatives by blood or by marriage up to the second degree participate as partners or shareholders.

What difference is introduced compared to Law 2971/2001?

With regard to Law 2971/2001 and Article 27 thereof, which provided for protective measures for the shore, the measures of the administrative eviction protocol (PDA) and the protocol determining compensation for use (PKACH) are abolished as concepts for cases of simple use of the shore/beach. Also, Article 29 of Law 2971/2001 on the imposition of administrative fines is repealed, except for cases where violations were identified before the entry into force of the new law, and Article 19 of Law 5092/2024 now enters into force, under which stricter fines are provided for, and for more cases. It is noted, among other things, that for the first time a fine is established for obstructing the public’s free access to the sea, the shore, and the beach[21].

  1. Notes – transitional provisions
  • Law 5092/2024 does not affect existing provisions governing business parks, ESCHADA[22], and ESCHASE[23].
  • Law 5092/2024 does not affect property rights acquired before 23 April 2019 over old shores belonging to public property. Old shores determined between 23 April 2019 and the entry into force of the new law belong to the private property of the State, subject to paragraph 12 of Article 5. The designation of untrodden beaches does not affect pre-existing private rights over areas of old shore bordering them.
  • The provisions of Law 5092/2024 do not affect the terms of grant contracts concluded before its entry into force.
  • Violations of paragraph 1 of Article 29[24] of Law 2971/2001 (A’ 285) identified before the entry into force of Law 5092/2024 are examined, as regards the procedure for imposing administrative sanctions, in accordance with the repealed provision, i.e. Article 29.
  • Article 16A of Law 2971/2001 continues to apply for determining consideration in cases of grants for the execution of works, in particular under Articles 11, 14, and 14A of Law 2971/2001.
  • Article 27 of Law 2971/2001, i.e. the measures of the administrative eviction protocol, the protocol determining compensation for unauthorised use, and the demolition protocol, continues to apply to port zone areas and for the application of Articles 11, 14, and 14A of Law 2971/2001[25] (grant of use for the execution of works within the shore, beach, sea area, etc.).

In order to achieve the overall protection of the shore and beach while also ensuring their sustainable development, special “legislative attention”[26] and the establishment of special legal rules will always be necessary. Indeed, the protection of the shore and beach is now also an absolute necessity in light of climate change, a necessity flowing from Article 24 of the Constitution and from European Union law, and in particular from the principles of environmental protection, sustainable development, and the carrying capacity of the ecosystem.

In any case, the provisions of the new Law 5092/2024, such as the designation of untrodden beaches, the adoption of measures to ensure free public access to the sea, the digitisation of simple-use grant contracts for accurate data recording and public information, and the stricter measures and sanctions for the protection of the shore, appear to be shaping a new “culture” for the management and protection of the shore and beach.

Part of this study was published on ECOPRESS, at the link: https://ecopress.gr/kodikopoiisi-neou-nomou-gia-aigialo-p/

[1] K. Karatsolis – I. Tsakalogianni, “Marine coastal ecosystems and human activity in 2022: codification and recording of the law in force,” Nomiko Vima, April 2022: “The shore, as characterised both by Article 1 of Law 2971/01 and by the provisions of Articles 967 and 968 of the Civil Code as common-use property, constitutes natural public property; that is, unlike artificial constructions, no administrative act is required for its inclusion in public property, but, by virtue of its very nature, it is public property pursuant to a general and abstract requirement of the law. The beach too, although not expressly mentioned in Article 967 of the Civil Code, is characterised, by way of extensive interpretation, as common-use property, because it serves common use.”

[2] According to the explanatory memorandum accompanying the law, the purpose of the law is “the management of the country’s coastal areas, so as to ensure their common-use character and to allow their development in a manner beneficial to the national economy, protective of the environment, and in accordance with the public interest.”

[3] Subject to the provisions of Articles 23 and 24 of Law 5092/2024.

[4] “6. For areas, elements, or assemblages of nature and landscape for which the procedure for designation by presidential decree has begun, and until the act of designation is issued, the Minister of Environment and Energy may, by decision published in the Government Gazette, determine terms and restrictions for interventions and activities that could have a harmful effect on the above areas, elements, or assemblages, and may implement management actions under subparagraph (a) of paragraph 3, and specific management actions aimed at improving and maintaining the condition of the protected subjects. The validity of this ministerial decision may not exceed two (2) years. Where exceptional reasons exist, this period may be extended, by a similar ministerial decision, for a further four (4) years.”

[5] Paragraph 2 of Article 21 of Law 1650/1986 “The Special Environmental Study constitutes the scientific study documenting the Presidential Decree for one or more protected areas and the Management Plan for each protected area.”

[6] Paragraph 4 of Article 21 of Law 1650/1986

[7] Article 22(1) of Law 5092/2024

[8] “The beach too, although not expressly mentioned in Article 967 of the Civil Code, is characterised, by way of extensive interpretation, as common-use property, because it serves common use,” K. Karatsolis – I. Tsakalogianni, “Marine coastal ecosystems and human activity in 2022: codification and recording of the law in force,” Nomiko Vima, April 2022

[9] See Supreme Court (Areios Pagos) decisions 562/2016 (First Civil Division), 721/2001, 1522/2002, 573/2008, 1334/2010, 1441/2011, 301/2013 (Third Civil Division).

[10] Article 10 of Law 5092/2024

[11] It is noted that, under paragraph 9 of Article 10 of Law 5092/2024, specifically for shores and beaches managed by ETAD S.A., the grant of simple use takes place in accordance with its Regulation.

[12] Article 23(5) of Law 5092/2024

[13] Article 9(1) of Law 5092/2024

[14] On “Determination of terms, conditions, technical matters, necessary details, and procedure for the grant of simple use of the shore…”

[15] Article 23 of Law 5092/2024

[16] Article 11(5) of Law 5092/2024

[17] Article 11(4) of Law 5092/2024

[18] Article 15 of Law 5092/2024

[19] Article 17(2) of Law 5092/2024

[20] Article 18(6) of Law 5092/2024

[21] Article 19(1)(e): “For obstructing the public’s free access to the sea, the shore, and the beach, a fine of from two thousand (2,000) euros to sixty thousand (60,000) euros.”

[22] Special Spatial Development Plans for Public Properties under Law 3986/2011

[23] Special Spatial Development Plans for Strategic Investments under Law 4864/2021

[24] 1. Any person who, without a permit, or in excess of a permit, or under a permit issued in violation of this law, brings about, on the shore, the beach, the sea, the seabed, the port zone, a large lake, a navigable river, or the bank or riparian zone of a large lake or navigable river, any change through the construction, alteration, or destruction of works or of the ground or seabed by taking soil, stones, or sand, or by any other means – irrespective of whether such conduct caused damage to any person – shall be punished by imprisonment of at least one year and by the fines imposed administratively in accordance with paragraph 23 of Article 3 of Law 2242/1994, which otherwise applies. The fines under the preceding subparagraph shall, as regards the banks of large lakes and navigable rivers, be imposed by the locally competent Property Service.

[25] Article 24(2) of Law 5092/2024[26] K. Karatsolis – I. Tsakalogianni, “Marine coastal ecosystems and human activity in 2022: codification and recording of the law in force,” Nomiko Vima, April 2022

(2024) Carrying Capacity through the Case Law of the Council of State (Nomos + Fysi)

Konstantinos Karatsolis, Lawyer, PhD Candidate Ioanna Vasilopoulou, Lawyer, LLM Ifigenia Tsakalogianni, Lawyer, LLM, MSc

First published: Nomos + Fysi, at: https://nomosphysis.org.gr/22726/i-feroysa-ikanotita-mesa-apo-ti-nomologia-toy-symvoylioy-tis-epikrateias/

  1. Foreword

Recently, in view of a fresh start for spatial and urban planning, we have observed a surge in discussions about the future of development, particularly in island areas. Prompted by these developments, multi-level discussions on the term “Carrying Capacity” (hereinafter CC) have also intensified.

Indeed, the delineation of the concept of CC, and the differing approaches to its interpretation, lie at the heart of various concerns and questions, such as:

  • What does the CC of an area mean?
  • In which fields of activity can it be recorded, assessed, and judged?
  • Is CC conceptually linked to the “integrity” of a protected area, or does it also concern study and research for non-protected areas?
  • Is it limited to island areas, or should it be studied for all areas of the country?
  • What are the indicators, and how are they chosen for each area?
  • What are the limits of CC, and how are they chosen?

This study attempts to examine, record, and codify the case law of the Council of State, in order to view CC through the eyes of its Decisions and Preparatory Opinions. Through the study, useful conclusions can be drawn, together with directions for the required indicators and the critical axes that delineate this concept.

In any case, in our view, CC could constitute an important “general principle,” which could be translated into a tool to be taken into account during planning and decision-making that affects Space. To this end, we consider it of the utmost importance not to miss the opportunity to place, for the first time, on an institutional footing the basic axes – or rather, the elements taken into account in assessing and calculating CC.

  1. The scope of the definition of CC and the methodology for its recording

The aim of this study is to highlight the elements which, according to the Council of State (from 1992 onwards), constitute critical magnitudes for determining CC, and which could be recorded as basic specifications for its assessment.

The concept of CC has, among other things, been defined as the finite capacity and resilience of ecosystems and human systems, such that no serious deterioration occurs. Its determination requires the joint assessment of parameters across the triad of society, economy, and environment, and depends not only on measurable quantitative data (technical, economic, scientific), but also on a wide range of qualitative factors linked to cultural values, traditions, and the character of the area.

By way of illustration, CC is influenced both by environmental and by urban planning data – for example, for the purpose of determining Building Ratio Transfer Reception Zones, Law 4495/2017 expressly provides that, for each area, account is taken, among other things, of “the CC of the area and the landscape.” Similarly, CC is a concept that concerns, and is included in, a multitude of different sectors and activities, such as tourism, where the CC of a tourist destination is understood as the number of visitors it can accommodate “without altering the natural environment and the quality of the tourist experience it offers.”

In an attempt to delineate the concept of CC, paragraph 1 of Article 64 of the recent Law 4964/2022 provided the following legislative definition: “Carrying Capacity (CC) of a spatial system means the maximum tolerable limits of burdens and/or changes in the conditions prevailing in it, beyond which a balance between the natural environment, the economy, and the society living within it ceases to exist, resulting in excessive or irreversible damage to the natural environment and negative pressures on the human-made environment and on society.” Paragraph 2 of the same article provides a legislative authorisation for the issuance of a Presidential Decree, on the proposal of the Minister of Environment and Energy, which will determine the methodology for assessing CC, the basic parameters that determine it depending on the particular characteristics of the spatial system under examination in each case, and the tolerable limits of the indicator-targets of the basic parameters of its sustainable development – axes which could, from a legal perspective, be outlined in broad terms on the basis of the case law of the Council of State (CoS).

Although the express legislative formulation of the definition of CC is extremely recent, the CoS had already, from the 1990s onwards, invoked this concept either when ruling on applications for annulment of decisions, or when issuing Preparatory Opinions (PE) on draft Presidential Decrees in the exercise of its administrative competences. A large number of decisions and preparatory opinions have therefore emerged referring to the concept of CC and attempting to delineate it by reference to the particular issue under examination on each occasion.

By virtue of this study, the conclusion emerges that the decisions and Preparatory Opinions (PE) of the CoS can, under a certain methodology, be systematically categorised into the following categories, from each of which criteria and data can be drawn for creating “specifications” and criteria for determining the concept of CC:

  1. A) Categories by area of activity/intervention: settlements and settlement expansions, island ecosystems, protected areas, cultural environment.
  2. B) Categories by sector of activity: the energy system – Renewable Energy Sources (RES), tourism development, e.g. through ESCHASE and ESCHADA, other sectors of activity, as well as the parameters of cumulative impacts of activities and their synergistic effect.

Subsequently, conclusions from decisions are grouped into one category in order to highlight the place of CC in rational planning, as well as its field of spatial analysis, while in the final section specific conclusions are codified and final remarks are presented.

  • The assessment of CC based on the case law of the Council of State

The first reference by the Council of State (CoS) to CC was made in PE 246/1992, using the descriptive term “maximum limits of development of the area without altering its character or degrading the quality of life, any saturation of sectors and needs, etc.” Already, in PE 586/1992 and 398/1993, which concerned the approval of an urban planning study for a holiday settlement, “carrying capacity (resilience)” is mentioned as a criterion for the suitability of the area for which the urban planning study was to be approved. The CoS stressed the need for spatial and urban planning to exist, so that the magnitude of the CC of the wider area (the entire Prefecture) could be calculated, which should be depicted on an official map, created following the joint assessment of demographic and economic data, as well as examination of the distance between existing settlements.

  1. Categories by area of activity/intervention

Attempting the “codification” of the relevant case law, a categorisation of the CoS’s directions regarding CC emerges, firstly, by type/characteristics of the area of the activity or “intervention” in question.

A.1. CC in settlements and settlement expansions

A large number of decisions refer to CC as an element for assessing the satisfaction of residential needs, which are either absorbed by existing settlements or served by expanding settlement boundaries or creating new ones.

Systematic analysis shows that, in this case, what must first be examined is the capacity of existing settlements to absorb residential pressures. The elements taken into account for assessing this capacity are, according to the CoS: (a) the population burden, (b) the criteria relating to new residential receptors provided for by urban/spatial plans (e.g. General Urban Plans), (c) the road network, and (d) the capacity of the water supply network to serve the expected population and the new settlements, without overexploitation of water resources.

In addition, the need has been highlighted to take into account the protection of the “cultural capital” of residential areas, understood as ensuring that the urban character of the residential area is not altered, particularly where it concerns a traditional settlement of high cultural, architectural, and historical value.

Also significant is the non-exceedance of the natural capacity of the residential area, in two respects: first, in the protection of its natural resources as elements of the locally protected natural environment, and second, in the ability of technical and social infrastructure to cope smoothly with the various “pressures.”

A special urban planning regime is, finally, established for cases of the creation of settlements for primary or holiday residence on private initiative, including land owned by building cooperatives. State oversight in these cases takes the form of determining the location of the settlement, based on spatial and urban planning criteria, and approval of the final plan in accordance with the procedure and conditions set out in the law. The private individual does not, however, have a claim against the Administration for approval of the submitted plan and creation of the settlement. In other words, both the creation of the settlement itself and the approval of the urban layout proposed by private parties are matters for the discretion of the regulatory Administration. The latter must, within the framework of the constitutional rules on rational spatial and urban planning and sustainable residential development, take into account the directions of the overarching spatial planning, as well as the environmental conditions and the CC of the area, without being bound by the fact that the interested private individuals or cooperatives own property in a particular location.

A.2. CC in island ecosystems

According to settled case law of the Supreme Court of Annulment, reference is consistently made to the unity and austere symmetry of the landscape of small islands, the extensive coastline relative to their land area, and the close interdependence of human systems (demographic, cultural, socio-economic, etc.) with the natural environment – elements which result in these becoming highly vulnerable and fragile ecosystems.

In general, small islands are characterised by high vulnerability to external interventions, due to their extensive coastline relative to their area and the interdependence between their human-made and natural capital – for this reason they are capable of accommodating only forms of gentle development, compatible with precisely this sensitive character. In other words, the fundamental rule of sustainable development requires rational spatial and urban planning, and applies all the more so to the protection of sensitive ecosystems such as small islands. For this reason, the enhanced protection required for these sensitive ecosystems requires the existence and application of the rules of special spatial planning. This, according to the CoS, must provide for forms of gentle development, compatible with the principle of preserving their cultural and natural capital and the CC of these ecosystems.

In this context, the introduction of different regulations for small islands compared to the rest of the mainland is, in principle, justified, since the mainland, unless subject to a special protection regime, may, in principle, permissibly sustain more intensive productive and general development activity than that to which island areas are subject. Accordingly, the CC of small islands is a magnitude that must be assessed with particular care in the relevant scientific studies.

From the CoS’s case law it can be seen that, for calculating the CC of small islands, the relevant assessment factors are, on the one hand, the multiple uses of the indigenous resources of small islands, and, on the other, the protection and maintenance of their biodiversity.

More specifically, the CoS has stated that CC may be determined in long-term and medium-term sustainable development plans, which should integrate environmental protection into economic planning, with particular emphasis on: (a) revising unsustainable practices, (b) promoting environmentally sound technology, and (c) excluding technologies that pose a threat to their ecosystem. Indeed, particularly with regard to the biodiversity of the island ecosystem, it is essential to calculate the measure for maintaining biodiversity for each island and to develop new technologies for this purpose.

Also of interest is the reference to the preparation of a special “capacity” study for small islands, i.e. a special spatial planning tool provided for by the South Aegean Regional Framework, while at the same time the need to avoid disrupting the island “microcosm” has been emphasised, as it constitutes a particular and self-contained ecosystem. Finally, it has been held that a key factor for determining the limits of CC on small islands is their energy system (for more on CC in relation to RES on small islands, see below).

A.3. CC in Protected Areas

In what is perhaps one of the earliest references, at least at the level of European law, CC has been directly linked to the maintenance of the “integrity” of protected areas (mainly those of the NATURA 2000 network). Integrity is directly linked to the CC (carrying capacity) of a protected ecosystem. In this field, CC corresponds to an upper limit of tolerance to external, i.e. human-made, interventions in a spatially defined ecosystem – if the number or intensity of existing interventions increases beyond the CC limit, it is presumed that the ecosystem is being degraded and its quality affected. Correspondingly, if the impact of human activities on the local natural environment is judged compatible with CC, their permitting, siting, and operation may be allowed, subject to conditions.

CC and the so-called “integrity” of a protected area are interrelated concepts, on the one hand, and, on the other, CC serves as a criterion for identifying harm to integrity. However, because the concept of integrity is broad and abstract, there is difficulty, or impossibility, in determining harm to it. For precisely this reason it is interpreted by reference to another concept of the Habitats Directive, “favourable conservation status.”

A.4. CC of the Cultural Environment

Also of interest is the reference to “CC of the Cultural Landscape” in a recent Preparatory Opinion of the Court, by which a Presidential Decree for a Special Urban Plan (SUP) was rejected due to the lack of stand-alone reasoning as to the “gentleness” of the proposed intervention.

On this point, the Court referred, in its reasoning, to opinions of competent Services, which stressed the importance of the compatibility of each intervention with the “CC of the cultural landscape,” understood as the absence of significant and irreversible disturbance to the environment “of the monuments that bear witness to the continuous habitation and human activity in the area.”

Indeed, the elements identified as relevant to assessing this type of CC included ensuring, or not undermining, the necessary composition of the monuments and their surroundings into a “historical, aesthetic, and functional unity,” and the absence of visual harm to the specific archaeological site.

  1. More specific categories – distinction by sector of activity

Furthermore, a categorisation of the CoS’s directions regarding CC emerges by type and characteristics of the activity or “intervention” in an area.

B.1. CC in the Energy System – Renewable Energy Sources (RES)

CC in the context of the energy system has been approached by the CoS as a concept relating to not exceeding the capacity to meet the energy needs to be served by the (wind) installations to be sited, taking into account the impacts of the installation of all the wind farms and the determination of the total number of wind turbines that may be installed in an area, as a whole or in sections thereof.

Specifically with regard to RES, CC had already been reflected, since 2008, in the Special Framework for Spatial Planning and Sustainable Development for Renewable Energy Sources (RES), as “the maximum number of typical wind turbines permitted to be installed in a spatial unit,” i.e. the maximum siting capacity for wind installations. Indeed, the Strategic Environmental Impact Study (SEIS) accompanying the Special Framework provided that the formulation of the specific content of the siting rules for each category of renewable source is carried out following joint assessment of the expected share of each in the energy production mix and of the existence of exploitable energy potential, which thereby becomes a criterion of particular weight for the CC of the receiving areas, as well as of the need for the harmonious integration of the relevant projects into the natural and human-made environment.

Specifically, the CC of a Wind Priority Area is defined as “the maximum siting capacity for wind installations, expressed as a number of wind turbines and as installed electrical capacity”[27].

The case law of the CoS does, however, appear to assess the installation of RES on small islands differently from their installation on the mainland[28]. Specifically for the former, the objective and local limits of CC are defined as elements that include, in particular, local energy sources, which must remain essentially local and environmentally friendly, while the importance of installing a gentle, low- to medium-scale energy system using environmentally friendly technology is highlighted[29].

Indeed, the CoS recently emphasised that the CC of small islands is directly linked to the medium-term development of energy demand; indeed, their energy system is expressly identified as the main factor for determining the limits of their CC, on which their sustainable development depends to a significant degree[30]. In CoS Decision 1429/2022, the Court goes so far as to formulate the reasoning that environmental protection, the tolerable limits of island ecosystems through the concept of CC, energy autonomy, and economic development ultimately constitute “components” of a modern – difficult to achieve, but desirable – socio-economic “synthesis,” which is translated into the concept of sustainable development[31].

Finally, specifically with regard to CC for small hydroelectric plants, Article 16 of the Special Spatial Framework for RES sets out specific criteria for assessing the CC of Small Hydroelectric Plants (SHPs), in the sense of the maximum siting capacity (i.e. installation density) of SHPs on the same “line” of hydraulic potential, that is, on the same watercourse, while in the CoS’s case law this is referred to as the maximum siting capacity on the same line of hydraulic potential, in terms of coexistence with other uses and the maintenance of the hydrobiological and ecological characteristics of the receiving water bodies[32].

B.2. Approaches to CC in other sectors of activity

In researching decisions and preparatory opinions of the CoS concerning Special Spatial Development Plans for Strategic Investments (ESCHASE) and Special Spatial Development Plans for Public Properties (ESCHADA), it was found that the CoS refers to the Strategic Environmental Impact Study and/or the other studies accompanying the above plans, and in particular to the method of calculating CC, elements which appear to be implicitly accepted by the Court in its reasoning and ultimately in its decision[33].

In more specific case-law instances, in the context of the CC of aquifers (e.g. rivers), CC is expressly defined as the maintenance of the range of water inflow, the non-reduction of the adequacy of available groundwater, and the non-abstraction of quantities of water that affect the water balance.

Specific reference to CC was made on numerous occasions by the CoS in cases of Integrated Aquaculture Development Areas (POAY), for which the definition of CC derived directly from the Special Framework for Spatial Planning and Sustainable Development for aquaculture, as the “Carrying capacity of the receiving area for siting production units,” which “is a tool that can be used to estimate the maximum biomass of one or more farmed species that a given space can support, taking into account the viability of the organisms and the sustainability of the environment.” Correspondingly, in a similar decision, CC is defined by reference to the degree of concentration of units and their environmental impacts on the ecosystem, determined following assessment of a series of parameters, such as the physicochemical characteristics of the waters, the productivity of the ecosystem, the ecological status of the waters, etc.

A specific reference to the CC of waste-management receivers (OEDA – Integrated Waste Disposal Facility) was also identified in the case-law research, for which it was expressly defined as their capacity to receive waste per year.

B.3. CC in the cumulative effects of activities – synergistic effect of projects and activities

In the majority of decisions concerning industrial activities, waste management facilities, transport projects, or production activities, where the non-exceedance of the tolerable limits of the receiving area was at issue, there was a direct reference to the concept of CC.

For example, in the case of a secondary-sector unit, it was found that “CC does not permit the burden of new secondary-sector units,” thus establishing a requirement to examine the impacts of cumulation with existing uses and the number of installations with the same uses.

In addition, the CoS has repeatedly noted that, for CC in relation to waste management units (OEDA), industries, livestock farming units, and migration reception facilities, account must be taken of the cumulative impacts on the natural and human-made environment from the parallel operation of such units, focusing on the cumulative effect of corresponding nuisances of different types in the area concerned. Similarly, the potential cumulative harmful effect of similar installations from the simultaneous operation of installations has been noted.

Furthermore, in a recent decision concerning a Special Spatial Development Plan for a Strategic Investment (ESCHASE), it was held that the adequate assessment of the proposed ESCHASE plan as regards CC is not undermined by the fact that, subsequent to the approval of that ESCHASE by Presidential Decree, another ESCHASE in a neighbouring area was put out for public consultation. It is noted here that the CoS, in processing the subsequent draft Presidential Decree for the ESCHASE in that neighbouring area (located 1,500 m from the intervention area), rejected it, among other reasons, on the ground that it was unclear whether, in calculating the CC index, the number of beds of the preceding and already approved Strategic Investment had been taken into account.

Ultimately, of essential importance for determining CC is the examination of impacts arising from cumulation with existing different and similar uses, as well as on the basis of the number of installations/activities with the same or similar uses.

  1. The place of CC in rational planning and its field of spatial analysis

At the same time, a significant part of the case law confirms that CC is an element and criterion that must be included, among other things, in spatial and urban planning.

CC is, of course, a dynamic tool, assessed at different levels of spatial planning and spatial unit, and depending on various factors specific to each case, such as the type of intervention, the conditions of the area concerned, and the particular local, natural, cultural, and urban planning characteristics, etc. Thus, specifically as regards the field of spatial analysis of CC, various findings of the CoS can be identified.

First, in the case of approval of a Residential Control Zone (ZOE), the basis adopted was the area of the ZOE to be approved itself, while in the creation of new settlements the broader criterion of the area of the then-Prefecture (now Regional Unit) was used, as opposed to cases of absorbing residential pressures (primary and secondary residence), where emphasis was placed on the more specific criterion of the area of the existing settlement concerned.

In addition, in approving projects and activities on small islands, which, as noted above, are particularly sensitive ecosystems, the reference basis adopted was the units into which the whole island entity, smaller or larger, is divided, i.e. the island Municipality. By analogy, in approving a POAY, the necessary field of spatial analysis of CC was the marine area of the intervention, understood broadly as its ecosystem, while in a case approving a Special Urban Plan (SUP) within the city of Athens, the spatial basis for determining CC was the specific Municipality receiving the Plan (Municipality of Amaroussion).

Conversely, narrowing the spatial unit, in exceptional cases of large projects, such as the Olympic Works, the basis for calculation was the area of their installation; in ESCHADA and ESCHASE, the specific property in question; and in approving local street-alignment plans for the exceptional designation of areas for the erection of buildings serving a public, municipal, or charitable purpose in an out-of-plan area, that specific out-of-plan area.

As a rule, however, according to the CoS, point-by-point and fragmented siting of projects and activities must be avoided, since this is contrary to the CC of the area and to proper spatial planning. The latter is of particular importance for the Court, ultimately constituting the decisive criterion available to the State and its administrative bodies for determining, in the first instance, the possibility of siting a project/activity, in order to ensure the protection of the environment, the best possible living conditions for the population, and economic development in accordance with the principle of sustainability.

Relevant and worth noting is CoS Decision 2996/2014, according to which “an essential condition for sustainable development is integrated spatial plans. These plans set, on the basis of data analysis and forecasts of future developments, the long-term objectives of economic and social development, and regulate, among other things, the framework for shaping residential areas and open spaces in out-of-plan areas.” In support of this, it is worth noting that, in recent years, and more intensely recently, the CoS has highlighted to the Administration, in view of the constitutional requirement for spatial planning, the necessity of promptly approving the new Regional Spatial Planning and Sustainable Development Framework for the South Aegean Region and the new Special Spatial Planning and Sustainable Development Framework for Tourism.

  1. Conclusions of a theoretical nature

Following the above analysis, we codify in targeted fashion some of our most important conclusions:

First, the elements taken into account for calculating sustainable development should also be taken into account for calculating CC, since it appears that, often in the case law of the CoS, these two concepts coincide.

Beyond this, the calculation and assessment of CC constitute a basic criterion for the rational control of land uses. This means that any changes or increases in urban planning parameters (e.g. an increase in the building ratio) affect CC and must therefore take it into account. Naturally, beyond quantitative elements, CC is also combined with qualitative criteria, such as the character of islands as traditional human systems and the status of areas as sensitive ecosystems. The magnitude of CC must therefore also be examined from this perspective. In particular, special care must be taken to preserve the character of small islands and their island human-made and natural environment and landscape.

Finally, it is clear that CC concerns a very broad field of activities: tourism, energy, the primary sector, aquaculture (POAY), industry, etc., and is therefore a concept that must be assessed in conjunction with, and in direct relation to, sustainable development, rational spatial and urban planning, the control of land uses, and environmental protection.

The majority of the decisions and preparatory opinions of the CoS converge on the view that CC is a criterion of essential importance, which must necessarily be taken into account, among other things, in spatial and urban planning. Moreover, as the current President of the Hellenic Republic, Ms A. Sakellaropoulou, noted during her term as Vice-President of the CoS, it cannot fail to be taken into account that “the CC of human ecosystems is a decisive factor for their very existence.”

As a final remark, we consider it of the utmost importance to enrich the national legal order with the safeguards for integrating the concept of CC into planning, with the first step being the issuance of the Presidential Decree provided for by paragraph 2 of Article 64 of Law 4964/2022.

  1. By way of conclusion

In our view, a clear presentation of the pillars that make up the concept of CC should lay the foundation for establishing a tool that does not reject or permit interventions in a given defined space, but rather takes into account the actual urban planning, environmental, and cultural data of an area, under a common, scientific assessment on an ad hoc basis. We hope that this study will assist the work of the State and of scientists in this direction.

Below follows, codified in tabular form, the above categorisation, together with indicative references to the corresponding Decisions and Preparatory Opinions.

We warmly thank Ms Athina Michalakea, Lawyer, PhD Candidate, for her contribution to the initial research and recording.

 

Elements for assessing CC according to the CoS

References to Decisions and Preparatory Opinions of the CoS

A. Categories by area of activity – intervention

A.1. Settlements – Settlement Expansions: (a) the population burden, (b) criteria relating to new residential receptors provided for by urban/spatial plans (e.g. GUP), (c) the road network, (d) the capacity of the water supply network to serve the expected population and new settlements, without overexploitation of water resources. The non-alteration of the urban character of the residential area.

PE CoS 196/2021, CoS 164/2022. CoS 6070/1996, CoS 585/2014, CoS 711/2014.

 

(a) protection of natural resources, (b) the capacity of technical and social infrastructure.

CoS 629/2022, CoS 630/2022, CoS 631/2022, CoS 1037/22.

 

A.2. Island ecosystems: Determination of CC in long-term and medium-term sustainable development plans, integrating environmental protection into economic planning, with particular emphasis on: (a) revising unsustainable practices, (b) promoting environmentally sound technology, (c) excluding technologies that pose a threat to their ecosystem.

PE CoS 273/1998, PE CoS 175/1999, PE CoS 216/1999, PE CoS 355/1999, PE CoS 359/1999, PE CoS 432/2001.

 

Calculation of the measure for maintaining biodiversity for each island and development of new technologies for this purpose.

PE CoS 273/1998, PE CoS 175/1999, PE CoS 216/1999, PE CoS 355/1999, PE CoS 359/1999, PE CoS 432/2001.

 

Preparation of a special “capacity” study is required (i.e. the special spatial planning tool provided for by the South Aegean Regional Framework in this specific case).

CoS 1037/2022.

 

A.3. Protected Areas: CC in direct relation to the “integrity” and “favourable conservation status” of protected areas.

CoS 2242/2020, CoS 1804/2018, CoS 245/2016, CoS 1964/2015, CoS 551/2015, CoS 2741/2014, CoS 807/2014.

 

A.4. Cultural Environment: Ensuring – not undermining – the necessary composition of monuments and their surroundings into a “historical, aesthetic, and functional unity,” and the absence of visual harm to the archaeological site.

PE CoS 109/2023.

B. More specific categories – distinction by sector of activity

B.1. Energy System – Renewable Energy Sources (RES): (a) the objective and local limits of CC of small islands, which include in particular local energy sources, which must remain essentially local and environmentally friendly; (b) a gentle, low- to medium-scale energy system using environmentally friendly technology.

PE CoS 175/1999, CoS 1421/2013, CoS 1422/2013, CoS 1429/2022, CoS 1538/2022.

 

B.2. Approaches to CC in other sectors of activity: Special Spatial Development Plans for Strategic Investments (ESCHASE) and Special Spatial Development Plans for Public Properties (ESCHADA): reference to the Strategic Environmental Impact Study and/or other accompanying studies, and in particular to the method of calculating CC.

PE CoS 363/2013, 139/2014, 171/2020, 199/2020.

 

Aquifers: maintenance of the range of water inflow, non-reduction of the adequacy of available groundwater, and non-abstraction of quantities of water that affect the water balance.

CoS Suspension Division 737/2011.

 

Integrated Aquaculture Development Areas (POAY): delineation by reference to the degree of concentration of units and their environmental impacts on the ecosystem, determined following assessment of a series of parameters, such as the physicochemical characteristics of the waters, the productivity of the ecosystem, the ecological status of the waters, etc.

CoS 334/2020, CoS 4982/2014.

 

Waste-management receivers (OEDA – Integrated Waste Disposal Facility): capacity to receive waste per year.

CoS 902/2011.

 

B.3. Cumulative effects of activities – synergistic effect of projects and activities: Examination of the cumulative effect of corresponding nuisances of different types in the area concerned. Potential cumulative harmful effect from similar installations from the simultaneous operation of installations. Special Spatial Development Plan for a Strategic Investment (ESCHASE): taking into account the number of beds of a preceding and already approved Strategic Investment in the area.

CoS 902/2011, 1531/2014. CoS 380/2014, CoS 1973/2017, CoS 1678/22, CoS 1287/22, CoS 2940/2017, CoS 273/2019. PE CoS 196/2021, CoS 2564/2022.

  1. Rational planning and field of spatial analysis of CC

Intervention concerned

Field of spatial analysis of CC according to the CoS

References to Decisions and Preparatory Opinions of the CoS

Approval of a Residential Control Zone (ZOE)

The area of the ZOE

PE CoS 527/2001, CoS 5933/1996, CoS 1129/1999, CoS 1588/1999, CoS 2239/2000, CoS 2425/2000.

Creation of new settlements

The area of the Prefecture (now the Regional Unit)

PE CoS 246/1992, PE CoS 586/1992, PE CoS 398/1993.

Absorption of residential pressures (primary and secondary residence)

The area of the existing settlement

PE CoS 210/2002, PE CoS 535/2002, PE CoS 536/2002, PE CoS 633/2022, PE CoS 247/2003, PE CoS 388/2003, PE CoS 94/2004, PE CoS 99/2004, PE CoS 87/2020, PE CoS 325/2006, PE CoS 32/2005, PE CoS 273/1998, PE CoS 216/1999, PE CoS 355/1999, PE CoS 359/1999, PE CoS 432/2001, PE CoS 527/2001, PE CoS 194/2001, PE CoS 224/2011, PE CoS 231/2011, PE CoS 108/2012.

Approval of projects and activities on small islands

The units into which the whole island entity, smaller or larger, is divided, i.e. the island Municipality

CoS 711/2014

Exceptional cases of large projects, such as the Olympic Works

The area of installation

PE CoS 28/2001, PE CoS 55/2002.

Approval of a POAY

The marine area as an ecosystem

PE CoS 171/2020, PE CoS 199/2020.

ESCHADA and ESCHASE

The specific property

PE CoS 230/2020

Approval of local street-alignment plans for the exceptional designation of areas for the erection of buildings serving a public, municipal, or charitable purpose in an out-of-plan area

That specific out-of-plan area

PE CoS 178/2001, PE CoS 326/2001, PE CoS 417/2001, PE CoS 510/2001, PE CoS 419/2002, PE CoS 302/2006, PE CoS 303/2006, PE CoS 214/2008, PE CoS 114/2010, PE CoS 199/2010, PE CoS 193/2010, PE CoS 178/2019, PE CoS 106/2021, PE CoS 119/2021, PE CoS 166/2021.

[1] Particularly for island areas, the completion and approval of the Special Spatial Planning Framework for Tourism and the Regional Spatial Planning Framework for the South Aegean is expected in the coming period. At the same time, the preparation of many Local and/or Special Urban Plans has begun in island areas.

[2] Sakellaropoulou A., The position of the Council of State and CC, 2016, Nomos kai Fysi.

[3] Vlantou A., Environmental-Spatial planning and CC, 2016, Nomos kai Fysi.

[4] Under paragraph 6 of Article 72 of Law 4495/2017 (Official Gazette A’ 167/03.11.2017).

[5] Panagiotopoulos P., Sustainable Regional Development, Sport – Tourism, Nomiki Vivliothiki, 2023, p. 63.

[6] Official Gazette 150/A/30.7.2022.

[7] PE CoS 196/2021, CoS 164/2022.

[8] CoS 6070/1996, CoS 585/2014, CoS 711/2014.

[9] CoS 629/2022, CoS 630/2022, CoS 631/2022, CoS 1037/2022.

[10] G. Giannakourou (2022) Spatial and Urban Planning Law, Nomiki Vivliothiki, p. 160. CoS 293/2018, reasoning para. 9, 148/2018. Cf. PE CoS 30/2001 Plenary, 158/2003, 325/2003.

[11] See CoS 3920/2010, CoS 387/2014, CoS 413-414/2005.

[12] The settled case law of the CoS repeats, in numerous decisions, that “The fundamental rule of sustainable development applies all the more so to sensitive ecosystems, the development of which – residential, tourism, and economic in general – must be linked to the preservation of their character and of the human-made and natural environment,” see, indicatively, CoS Plenary 3920/2010, 2489/2006, 3478/2000.

[13] Indicatively, CoS 629-631/2022.

[14] CoS 1421/2013, reasoning para. 27.

[15] PE CoS 273/1998, PE CoS 175/1999, PE CoS 216/1999, PE CoS 355/1999, PE CoS 359/1999, PE CoS 432/2001.

[16] PE CoS 273/1998, PE CoS 175/1999, PE CoS 216/1999, PE CoS 355/1999, PE CoS 359/1999, PE CoS 432/2001.

[17] CoS 1037/2022.

[18] CoS 2939/2000, CoS 2940/2000.

[19] CoS 1421/2013, CoS 1422/2013, CoS 1429/2022, CoS 1538/2022.

[20] According to settled EU and national case law, a plan not directly connected with, or necessary for, the management of a particular Habitat, but which may nevertheless significantly affect that site, should be approved only if, following a prior assessment, it is established that it will not adversely affect the integrity of that site. Specifically, there must be a formed conviction, i.e. no reasonable scientific doubt as to the absence of harmful effects on the integrity of that site (indicatively CoS 807/2014). The appropriate assessment of the implications of the plan or project on the protected site presupposes that, before the plan or project is approved, all aspects of the plan or project that could, either alone or in combination with other plans or projects, affect the conservation objectives of that site are identified, taking into account the best scientific knowledge in the field (CJEU C-387/15 and C-388/15, para. 50, judgment of 14.01.2016, C-399/14, Grüne Liga Sachsen eV and Others, para. 49, C-258/11, para. 40, C-404/09, para. 99, C-127/02, para. 42, CoS 2365-66/2021, 2242/2020, 1804/2018, 551/2015, 2741/2014). The competent authority shall authorise the activity in the site concerned only if it has made certain that it will not adversely affect the integrity of that site, there being no reasonable scientific doubt as to such effects (CJEU C-399/14, para. 49, C-258/11, para. 40, CoS Plenary 2996/2014, CoS 2242/2020, 1804/2018, 245/2016, 1964/2015, 551/2015, 2741/2014, 807/2014, 711/2014, 4224/2013, 1422/2013, 2473/2010, 293/2009, among others).

[21] Council Directive 92/43/EEC of 21 May 1992 on the conservation of natural habitats and of wild fauna and flora.

[22] Specifically, the CJEU has held that “a precondition for the integrity of a site as a natural habitat, within the meaning of Article 6(3) of the Habitats Directive, not to be adversely affected is that it be maintained at a favourable conservation status, which entails ensuring the lasting preservation of the constitutive characteristics of the site concerned that are linked to the presence of a natural habitat type whose preservation objective justified the designation of that site in the list of SCIs, within the meaning of that Directive,” see C-258/2011, para. 48. That is, “integrity of the site” may, in practice, be defined as the coherent sum of the ecological structure, function, and ecological processes across the whole of the area of the site that enable it to sustain the habitat, complex of habitats, and/or populations of the species for which it was classified. See further Karatsolis K., Tsakalogianni I., Kolovetzou E. (2021) Protected Areas: A Legal Perspective on the Modern Framework – The Rational Allocation and Permissible Limits of Human Interventions, Nomiki Vivliothiki. See also, indicatively, CoS 1704/2017, reasoning para. 19: “(…) the implementation of the plan is assessed as not having significant adverse effects on the protected areas within which it will be carried out, and will not adversely affect their integrity, and therefore no question arises here either of ensuring the overall coherence of the NATURA 2000 network, or of the existence of an overriding reason of public interest of an economic or social nature that could, exceptionally, render acceptable the implementation of a plan with significant adverse effects on protection zones under Article 6(4) of Directive 92/43/EEC, which has no application here.”

[23] PE CoS 109/2023.

[24] PE CoS 175/1999, CoS 2814/2013, 4189/2014, 4191/2014, 4193/2014, 1420/2015, 1421/2015, 1422/2015, 1423-28/2015, 1430/2015, 1431/2015, 1432/2015, 3164/2015, 964/2018, 1260/2018, 1358/2018, 2242/2020, 1429/2022

[25] CoS 1508/2008. See also the recent decisions of the Athens Administrative Court of Appeal (Annulment Division) 818-819/2023.

[26] As approved by the decision of the National Committee for the Coordination of Government Policy on Spatial Planning and Sustainable Development (Official Gazette 2464/B/03.12.2008), together with its Strategic Environmental Impact Study, incorporating terms, restrictions, and directions for the protection and management of the environment and for addressing the significant environmental impacts that may arise from its implementation. The Special Framework for Spatial Planning and Sustainable Development for RES is a strategic planning document of exceptional importance, which, due to its specialised character, takes precedence over more general Spatial Planning Frameworks, since it focuses on the possibilities for siting RES in Greek territory.

[27] Official Gazette 2464/B/03.12.2008, by which the Special Framework for Spatial Planning and Sustainable Development for renewable energy sources (RES) and its Strategic Environmental Impact Study were approved.

[28] Specifically on CC in the case of siting wind farms, see CoS 1420-1428/2015, CoS 1430-1432/2015, CoS 3164/2015, CoS 964/2018, CoS 1260/2018, CoS 2242/2020.

[29] PE CoS 175/1999, CoS 1421/2013, CoS 1422/2013, CoS 1429/2022, CoS 1538/2022.

[30] CoS 1421/2013 (similarly 1422/2013).

[31] See reasoning para. 10 of the decision, and further in: Tsakalogianni I., Permissibility, subject to conditions, of siting wind farms in island ecosystems – Observations on CoS Decision 1429/2022, PerDik 4/2022, p. 622.

[32] CoS 47/2018 and Article 16 of the Special Spatial Framework for RES.

[33] PE CoS 363/2013, 139/2014, 171/2020, 199/2020.