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● Friday
03 Jul 2026
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R.
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Today's signal: The grid, not policy or technology, is emerging as the binding constraint on decarbonization—TenneT's first congestion deal unlocking Vopak's 800MWh BESS FID and Red Eléctrica surfacing 12 GW of connection capacity both point to grid flexibility deals becoming the pivotal enabler. Meanwhile, the demand-side signals are stronger than the policy pessimism suggests, with Germany's hydrogen transport subsidy oversubscribed 2:1 and analysts pushing back on claims that RFNBO rules are what's actually stalling green hydrogen.
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ETS
· EU · Hydrogen Insight
Steel firms that have committed capital to hydrogen-based production have publicly opposed calls to soften the EU Emissions Trading System, warning that dilution would undermine the carbon-price signal underpinning their investment cases. The intervention comes amid an ongoing debate over CBAM implementation and free-allowance phase-out.
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Hydrogen
· DE · Hydrogen Insight
Companies requested more than double the €220m on offer in Germany's hydrogen transport subsidy scheme. The oversubscription signals strong demand for public support to bridge the cost gap in H2 logistics and offtake.
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RED III/IV
· EU · Hydrogen Insight
A policy analysis argues there is no robust evidence that the EU's RFNBO additionality and temporal-correlation rules are the primary cause of delayed green hydrogen FIDs. The piece pushes back against industry lobbying to loosen the delegated acts, attributing delays instead to offtake and cost fundamentals.
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Grids Package
· EU · Energy Storage News
Tank storage operator Vopak reached FID on a 200MW/800MWh battery in the Netherlands, entering a first-of-its-kind 'controllable congestion mitigator' agreement with TSO TenneT. The 4-hour system is contracted to relieve grid constraints rather than operate purely on merchant arbitrage.
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Grids Package
· ES · El Periódico de la Energía
Spanish TSO Red Eléctrica has identified 12 GW of newly available grid capacity for demand connections, surprising the sector. The move addresses a key bottleneck for industrial electrification and data-centre load following recent grid-stability concerns.
Grids Package · Industrial Policy
Source →
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Batteries
· ES · El Periódico de la Energía
Urbaser has started up the first lithium-ion battery recycling plant in Iberia, located in El Bierzo. The facility addresses a growing end-of-life volume as EV and BESS deployment scales and supports EU Battery Regulation recycled-content targets.
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Batteries
· EU · CleanTechnica
A solid-state lithium-air battery is reportedly moving to pilot-scale production, with claims of lower weight and higher energy density aimed at electric aircraft. The report highlights gravimetric energy density but omits cycle life, C-rate, cost and calendar life.
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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
€59.54
/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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