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● Friday
26 Jun 2026
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R.
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Germany is committing real capital to a hydrogen-led industrial future—a €24.3bn, 9,241 km core network plus Thyssenkrupp's pivot to hydrogen-based DRI over a steel-division sale—while Brussels reinforces the build-out with a fresh TEN-E call for hydrogen, electrolyser and CO₂ infrastructure. Yet the methane regulation backlash from the US, Qatar, Nigeria and Algeria signals that the EU's decarbonisation rules are now colliding directly with the fossil-fuel supply security it still depends on.
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Hydrogen
· DE · Fuel Cells Works
Germany's planned hydrogen 'Kernnetz' has been sized at 9,241 km with an estimated capital cost of €24.3bn, and the operators are now soliciting input from project developers on routing and connection points. The network is intended to link industrial offtakers, import points and domestic electrolysis capacity.
Industrial Policy · Grids Package
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Industrial Policy
· DE · Fuel Cells Works
Thyssenkrupp has walked away from selling its steel division and instead committed to its hydrogen direct-reduced-iron decarbonisation route. The decision keeps Europe's largest steelmaker's green transition under its own roof rather than offloading it.
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Hydrogen
· EU · Fuel Cells Works
The European Commission has launched a fresh TEN-E call covering hydrogen networks, electrolysers and CO₂ transport infrastructure, the route to Project of Common Interest status and associated funding. The call targets cross-border energy infrastructure aligned with EU decarbonisation goals.
Industrial Policy · Grids Package
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RED III/IV
· DE · Wind Power Monthly
Germany's latest onshore wind tender allocated 2.5GW of capacity, continuing the strong volumes seen in recent rounds. The result feeds directly into the country's RED III deployment trajectory and 2030 renewables targets.
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Industrial Policy
· DE · PV Magazine
Germany concluded its innovation tender for combined renewables-plus-storage projects, securing 482MW at prices between €0.0475/kWh and €0.0559/kWh, averaging €0.0534/kWh. The round confirms co-located storage economics continue to firm up in the German market.
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ETS
· EU · Staffetta Quotidiana
Four major fossil exporters sent an open letter to EU institutions and the 27 member states warning that the EU Methane Regulation's import requirements could 'interrupt oil and gas supplies' to Europe. The suppliers object to the monitoring, reporting and verification obligations the rules impose on imported hydrocarbons.
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Batteries
· EU · Energy Storage News
Speaking at Smarter E Europe in Munich, Moonwatt's CCO said sodium-ion BESS will reach cost parity with lithium iron phosphate within two to three years. The claim was made in a trade-show interview without published cell cost, cycle-life or energy-density data.
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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
€135.11
/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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