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● Friday
05 Jun 2026
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R.
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The EU's green hydrogen ecosystem is coalescing around RFNBO certification as the gateway for international trade, with India rapidly positioning itself as a key supplier through certification partnerships and large-scale offtake deals, while incumbent European developers push Brussels to protect early movers from retroactive rule changes. Simultaneously, EU grid and carbon border frameworks face political friction as ENTSO-E demands CBAM clarity for electricity flows and Sweden resists cross-border congestion revenue sharing, underscoring the tension between Europe's integrated energy market ambitions and member-state sovereignty over infrastructure economics.
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CBAM
· EU · Montel News
ENTSO-E's deputy head of legal, Anna Butenko, has called on the EU to clarify how CBAM rules apply to electricity grid operators. The current CBAM framework creates ambiguity around obligations for TSOs and DSOs involved in cross-border electricity flows, potentially creating unintended compliance burdens for grid infrastructure operators.
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Hydrogen
· EU · Hydrogen Insight
A new coalition of green hydrogen and maritime stakeholders is calling on EU member states to implement double-sided auctions — subsidising both producers and offtakers — to bridge the cost gap for hydrogen-based marine fuels. The proposal targets FuelEU Maritime compliance and aims to create bankable demand signals for RFNBO-based shipping fuels.
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Hydrogen
· EU · Hydrogen Insight
Industry stakeholders are warning that proposed changes to the EU's RFNBO delegated act rules risk penalising companies that made early investment decisions based on existing regulatory frameworks. The piece argues the EU must grandfather or protect first-mover projects that committed capital under the current additionality and temporal correlation requirements.
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Hydrogen
· EU/IN · CertifHy
CertifHy and GH2 India signed a letter of intent on 26 May 2026 to support Indian hydrogen project developers in achieving certification readiness under the EU RFNBO voluntary scheme. The partnership will provide practical resources for Indian market participants seeking to export RFNBO-compliant molecules to Europe.
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Hydrogen
· EU · Hydrogen Insight
An Indian green hydrogen project developer has signed an offtake deal for 250,000 tonnes per year of RFNBO-compliant methanol, one of the largest such agreements to date. The deal signals growing commercial traction for hydrogen derivatives targeting EU regulatory compliance under RED II/III RFNBO requirements.
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Grids Package
· SE · Montel News
Sweden is taking a tough stance against the European Commission's proposal to redistribute grid congestion income as part of the Grids Package negotiations. EU Energy Commissioner Jorgensen has expressed confidence that a compromise can be found in the Sweden-Brussels dispute over how congestion revenues should be allocated.
Grids Package · Industrial Policy
Source →
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Batteries
· EU · Charged EVs
European battery maker EAS Batteries has commercialised an LFP cell using Asahi Kasei's acetonitrile-based electrolyte ('Acetolyte'), which promises improved ionic conductivity and low-temperature performance compared to conventional carbonate electrolytes. This is one of the first commercial deployments of acetonitrile electrolyte technology in large-format cells.
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Market Snapshot
NH₃ Fossil ("Grey")
$643.48
/t Dlvd NWE
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NH₃ Low-Carbon ("Blue")
$695.28
/t Dlvd NWE
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NH₃ RFNBO ("Green")
$909.56
/t Dlvd NWE
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EUA (EU ETS)
€78.86
/tCO₂
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DE Baseload DA
€100.37
/MWh
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AI-assisted briefing for informational purposes only. Not investment, legal, or regulatory advice. No liability assumed. Views are the author's own.
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