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● Wednesday
15 Jul 2026
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R.
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Today's signal: Europe is aggressively scaling deployment—France's €11GW offshore wind CfD, solar's record 25% share of EU electricity in June—but the physical and industrial plumbing is lagging, as shown by Spain's sixfold jump to 1 TWh of curtailed renewables and German pleas for better battery manufacturing terms. Meanwhile, trade friction and technology bets are diverging: Chinese cell restrictions are pushing up US storage LCOS, while hydrogen setbacks (Leipzig's 45.6% truck uptime, UK's SAF funding retreat) signal a hard reality check on which clean technologies actually pencil out.
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Industrial Policy
· FR · Wind Power Monthly
The European Commission has approved France's state aid framework for contracts-for-difference auctions covering 11 offshore wind projects totalling roughly 11GW. The scheme provides two-way CfD price support, shielding developers from volatile wholesale markets while clawing back revenue above strike prices.
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Batteries
· DE · batterynews.de
Four German industry associations — KLiB, VCI, VDMA and ZVEI — issued a joint call for stronger policy support to build a competitive domestic battery industry, citing deficits in scaling and the transition from research to industrial mass production. The demand coincided with the topping-out ceremony for the Fraunhofer FFB Fab research facility in Münster.
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Batteries
· EU · Energy Storage News
Lazard's annual benchmarking report shows the levelised cost of storage for US utility-scale BESS has increased, reversing declines reported in the 2025 edition. The report attributes the rise directly to restrictions on Chinese-made cells taking effect.
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Grids Package
· ES · El Periódico de la Energía
Spain wasted more than one million MWh of renewable generation in June 2026, a sixfold increase year-on-year, according to El Periódico de la Energía. The surge reflects growing solar output colliding with insufficient grid absorption capacity, storage and flexibility.
Grids Package · Industrial Policy
Source →
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Industrial Policy
· EU · Montel News
Solar generation reached a record 25% of EU electricity in June 2026, surpassing nuclear (21%), gas (15%), wind (14%), hydro (12%) and coal (8%), according to Ember. It marks the first month solar was the single largest source in the bloc's power mix.
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Hydrogen
· UK · Hydrogen Insight
The UK government has confirmed it will not ringfence any portion of its upcoming SAF subsidy auction for green hydrogen-derived (power-to-liquid) fuels. This forces e-fuel SAF to compete directly against cheaper biogenic and waste-based pathways for support.
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Hydrogen
· DE · Fuel Cells Works
Leipzig's fleet of hydrogen fuel-cell refuse trucks has achieved only 45.6% availability over two years of operation, per operational data reported by Fuel Cells Works. The figure reflects persistent reliability and refuelling issues undermining the case for hydrogen in municipal heavy-duty applications.
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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
€136.43
/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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