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● Wednesday
01 Jul 2026
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R.
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Today's signal: Europe's clean-tech buildout is colliding with structural bottlenecks—Spanish curtailments spiking after 20 GW of new solar and a wobbly German PPA market—while Chinese firms lock in 76% of global battery storage, exposing the gap between deployment ambition and the grid and industrial capacity to absorb it. The policy response is fragmenting on multiple fronts, from demands for tighter 'Made in EU' rules in the Industrial Accelerator Act to potential RFNBO delays on hourly hydrogen matching, signaling that domestic-content and market-design decisions now matter as much as raw capacity targets like Portugal's 3 GW-by-2030 storage goal.
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Industrial Accelerator Act
· EU · CleanTechnica
Transport & Environment, EIES and RECHARGE issued a joint statement urging the Commission to embed a more assertive 'Made in EU' resilience requirement into the Industrial Accelerator Act. The groups argue the IAA must convert competitiveness and security goals into binding local-content and permitting-acceleration provisions to counter Chinese dominance in strategic supply chains.
Industrial Accelerator Act · Batteries · Industrial Policy
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RED III/IV
· EU · Montel News
The Commission has launched a targeted review of the RFNBO delegated acts, and experts warn it may push back the scheduled rollout of hourly temporal correlation for renewable hydrogen. A delay would ease compliance for producers relying on longer matching windows but weakens the additionality logic underpinning RED III.
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Batteries
· EU · El Periódico de la Energía
New market data shows Chinese companies now hold roughly 76% of the global battery energy storage market and are extending their lead across cells, integration and system supply. The concentration deepens European and US dependence just as grid-scale storage becomes structurally essential.
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Batteries
· ES · PV Magazine
Portugal will auction 1.05 GW of energy storage on 14 September — 750 MW standalone battery plus 300 MW paired with renewables — as part of a national target of 3 GW battery storage by 2030. The tender is a concrete step to absorb rising Iberian solar output and curtailment.
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Grids Package
· ES · El Periódico de la Energía
Spain's renewable curtailment is escalating sharply after adding some 20 GW of solar capacity over the past two years, with grid absorption and flexibility failing to keep pace. The trend underscores the mismatch between rapid generation build-out and lagging grid and storage deployment.
Grids Package · Industrial Policy
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Industrial Policy
· DE · Montel News
The Renewable Energies Market Initiative warns that Germany's evolving support framework risks making power purchase agreements too unattractive for developers and corporate buyers. Weakening the PPA market would undercut the merchant-revenue model needed as subsidy schemes taper.
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Industrial Policy
· DE · PV Magazine
A German team achieved a world-record 25.5% efficiency for a perovskite-CIGS tandem solar cell, independently verified by the European Solar Test Installation (ESTI). Unlike perovskite-silicon tandems, the CIGS bottom cell enables flexible, thin-film form factors.
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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)
€80.15
/tCO₂
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DE Baseload DA
€140.28
/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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