|
● Monday
29 Jun 2026
|
|
R.
|
Today's signal: EU policy machinery is consolidating across the energy transition stack—from the near-final Grids Package and tripartite storage deal targeting gas reduction, to the newly opened hydrogen infrastructure scheme and the €211m subsidy unlocking BP-Iberdrola's Spanish expansion. Meanwhile, the technology layer is racing to match this regulatory pull, with CATL's field-validated sodium-ion BESS and Integrals Power's 153 mAh/g UK-made LFP cathode signaling that chemistry diversification is moving from lab to commercial deployment.
|
|
|
Grids Package
· EU · Montel News / TEM
EU energy ministers are converging on a compromise text for the European Grids Package, with Sweden publicly welcoming a draft that resolves a long-running dispute. The agreement targets faster permitting and anticipatory investment in transmission and distribution infrastructure.
Grids Package · Industrial Policy
Source →
|
Grids Package
· EU · Montel News
The European Commission has unveiled a so-called tripartite agreement bringing together governments, financial institutions, producers and suppliers to accelerate energy storage deployment. The stated aim is to displace gas-fired generation and unlock hybrid renewable-plus-storage power purchase agreements.
Grids Package · Industrial Policy
Source →
|
Hydrogen
· EU · Hydrogen Insight
The European Commission has opened applications for a new support scheme targeting hydrogen infrastructure, alongside a parallel Italian-flagged call for hydrogen and CCS projects of European interest. The move addresses the missing transport and storage backbone for the nascent hydrogen market.
|
Hydrogen
· ES · Hydrogen Insight
BP and Iberdrola are considering expanding their Castellón green hydrogen project after securing €211m in subsidy approval. The development signals continued state backing for RFNBO-scale electrolysis in Spain despite broader sector retrenchment.
|
Batteries
· EU · CleanTechnica
CATL officially launched its TENER sodium-ion energy storage system in Munich, claiming it is the world's first real-world validated sodium-ion BESS with commercial maturity across technology, production and supply chain. The company cited cumulative shipments but the launch is a vendor announcement.
|
Batteries
· EU · Charged EVs
UK firm Integrals Power reported its domestically produced LFP cathode achieved 153 mAh/g in cell testing. The result is positioned as evidence of a viable European/UK cathode supply chain independent of Chinese material.
|
Industrial Policy
· EU · E3G
E3G released its 2025 Steel Policy Scorecard, assessing whether major economies are maintaining momentum on green steel transition policy. The benchmark tracks public support, demand-side measures and trade protection for low-emission steel.
|
|
Market Snapshot
NH₃ Fossil ("Grey")
$688.25
/t Dlvd NWE
|
NH₃ Low-Carbon ("Blue")
$738.92
/t Dlvd NWE
|
NH₃ RFNBO ("Green")
$909.81
/t Dlvd NWE
|
EUA (EU ETS)
€80.15
/tCO₂
|
DE Baseload DA
€140.28
/MWh
|
|
|
Stay ahead of the rewiring.
Read more on the web — Markets, Politics, and the full archive.
Open Rewire. →
|
|
|
|
AI-assisted briefing for informational purposes only. Not investment, legal, or regulatory advice. No liability assumed. Views are the author's own.
|
