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● Thursday
18 Jun 2026
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R.
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Europe's clean energy transition is hitting a painful timing mismatch: low-emissions hydrogen won't meaningfully scale until 2026 at the earliest, offshore wind investment forecasts are being slashed, and steel producers are demanding ETS relief as the green alternatives they're supposed to adopt remain commercially unavailable. Meanwhile, the immediate grid reality is biting hard, with spot power exceeding €500/MWh on low wind days and a French heatwave threatening nuclear output — underscoring how vulnerable Europe remains when the energy system it's building for the future keeps falling behind schedule.
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ETS
· EU · Hydrogen Insight
Major European steel producers are calling for a reassessment of the EU Emissions Trading System timeline, citing persistent delays in green hydrogen availability and carbon capture deployment. The industry warns that the current ETS trajectory risks undermining competitiveness before viable decarbonisation alternatives are commercially available at scale.
ETS · Industrial Policy · Hydrogen
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Hydrogen
· EU · Hydrogen Insight
The International Energy Agency reports that low-emissions hydrogen production is on track to surpass 1% of total global hydrogen output for the first time this year. While a symbolic milestone, it underscores both the scale of the challenge ahead and the growing pipeline of operational projects.
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Grids Package
· EU · Montel News
European day-ahead power prices surged above €500/MWh, with Dutch prices reaching €576.89/MWh in evening hours, driven by a sustained period of low wind generation across the continent. The price spike highlights ongoing grid flexibility and interconnection constraints during renewable energy lulls.
Grids Package · Industrial Policy
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Grids Package
· FR · Montel News
EDF has warned that high temperatures on the Rhone river could force curtailment of nuclear output, testing grid resilience as France heads into a heatwave. The scenario exposes the vulnerability of thermal baseload to climate-driven water temperature constraints, with potential knock-on effects for European power markets.
Grids Package · Industrial Policy
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Industrial Policy
· DE · Recharge News
Germany's energy minister is pushing back against TotalEnergies' attempt to relinquish offshore wind development rights, signalling that Berlin views site returns as a threat to its offshore expansion targets. The dispute raises questions about developer commitment and the adequacy of auction design in securing project delivery.
Industrial Policy · Industrial Accelerator Act
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Hydrogen
· EU · Hydrogen Insight
A major RFNBO producer warns that while export-side production capacity will meet RED III compliance timelines, Europe's import infrastructure, certification frameworks, and offtake mechanisms may not be ready to absorb the volumes. The interview highlights a growing disconnect between supply-side readiness and demand-side regulatory clarity.
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Industrial Policy
· EU · Recharge News
Analysts have significantly downgraded their offshore wind investment projections for 2026, reflecting persistent headwinds from supply chain constraints, rising capital costs, and policy uncertainty across key European and global markets. The revision signals a growing gap between stated deployment targets and actual capital commitment.
Industrial Policy · Industrial Accelerator Act
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Market Snapshot
NH₃ Fossil ("Grey")
$688.25
/t Dlvd NWE
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NH₃ Low-Carbon ("Blue")
$738.92
/t Dlvd NWE
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NH₃ RFNBO ("Green")
$909.81
/t Dlvd NWE
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EUA (EU ETS)
€77.04
/tCO₂
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DE Baseload DA
€139.92
/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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