|
● Friday
10 Jul 2026
|
|
R.
|
Europe's clean-tech buildout is shifting from policy promises to physical capacity, with over €2.8bn in fresh commitments today spanning Elawan's €760m storage portfolio, Reolum's €2bn e-methanol project, and ITM's £46.5m-backed 1GW electrolyser line. Yet the SolarPower Europe demand for written clarity on "high-risk" supplier rules underscores the persistent tension: capital and factories (ProLogium's Dunkirk plant, AESC's BMW cells) are moving faster than the regulatory frameworks meant to de-risk them.
|
|
|
Industrial Policy
· EU · Montel News
SolarPower Europe has warned that the absence of concrete written guidance on the EU's 'high-risk' supplier restrictions is creating investment uncertainty that could undermine the bloc's 2030 renewable energy targets. The lobby is pushing the Commission to clarify how curbs — widely read as aimed at Chinese vendors — will be applied in practice.
|
Batteries
· ES · El Periódico de la Energía
Elawan Energy has closed one of the largest financings to date for co-located renewables and batteries in Spain, worth €760 million. The deal signals growing bankability for hybrid solar-plus-storage assets in a market where curtailment and midday price collapse are increasingly acute.
|
Hydrogen
· UK · Hydrogen Insight
ITM Power has been awarded a £46.5m UK government grant to build a next-generation 1GW electrolyser stack manufacturing line under its Chronos project. The funding targets scaling domestic PEM electrolyser capacity and reducing per-stack costs.
|
Batteries
· FR · batterynews.de
Taiwanese manufacturer ProLogium is advancing its Dunkirk solid-state battery gigafactory, positioning it as one of the few 'Made in Europe' solid-state efforts moving beyond lab and prototype stage. The company claims higher energy density, improved safety and faster charging.
|
Batteries
· DE · batterynews.de
AESC has begun series production of its large-format 46120 cylindrical cells, which will power multiple BMW Neue Klasse platform models starting with the electric iX5. The move marks a supply-chain milestone for BMW's next-generation EV architecture.
|
RFNBO
· ES · Fuel Cells Works
Reolum has announced a €2 billion green e-methanol development in Castile and León, aiming to position the region on Europe's renewable fuels map. The project targets RFNBO-compliant synthetic methanol for shipping and industrial offtake.
|
Industrial Policy
· FR · Wind Power Monthly
France's most recent onshore wind auction was heavily oversubscribed, with repowering projects taking the majority of awarded capacity. The result signals a shift toward maximising output from existing wind sites rather than greenfield expansion.
|
|
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
€123.67
/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.
|
