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● Thursday
16 Jul 2026
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R.
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Today's signal: Green hydrogen's economics are visibly deteriorating—marginal costs are rising sharply while Brussels delays its RFNBO Delegated Act review to autumn, pushing John Cockerill to chase just 10-15% competitiveness gains by absorbing McPhy's technology. As the regulatory and cost picture for RFNBOs turns adverse, momentum is shifting toward pragmatic alternatives, from Repsol's 100% renewable gasoline pilot to Energy Dome's CO2 long-duration storage winning Google as a validating customer.
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RED III/IV
· EU · Hydrogen Insight
The Commission has pushed its review of the RFNBO Delegated Act — governing additionality, temporal and geographic correlation rules for renewable hydrogen — from summer to autumn 2026. A new EU hydrogen strategy is still pledged before year's end, per Hydrogen Insight.
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Grids Package
· ES · El Periódico de la Energía
Spain's system operator once more disconnected industrial consumers overnight due to insufficient generation, and even brought coal back online to balance the system. The episode follows recurring stress on the Iberian grid during the heat season.
Grids Package · Industrial Policy
Source →
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Industrial Policy
· IT · Staffetta Quotidiana
Minister Urso announced during question time that Italy will introduce a business decree with simplifications on energy and environmental procedures ahead of the budget session. Details remain unspecified.
Industrial Policy · Industrial Accelerator Act
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Hydrogen
· FR · Hydrogen Insight
John Cockerill unveiled its first 5MW electrolyser stack from the former McPhy factory and says combining the two technology bases can yield 10-15% cost-competitiveness improvements. The move consolidates European alkaline electrolyser manufacturing capacity.
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Hydrogen
· EU · Fuel Cells Works
A new analysis reports that the marginal cost of producing green hydrogen is climbing significantly, driven by input, power and equipment cost pressures. The finding cuts against the industry narrative of steady cost declines.
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RFNBO
· ES · Staffetta Quotidiana
A consortium of Bosch, Toyota, BMW and Repsol launched a six-month pilot in Spain testing 100% renewable gasoline in vehicles. The trial targets drop-in decarbonisation for the existing ICE fleet.
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Batteries
· IT · Energy Storage News
Italian LDES startup Energy Dome, in an ESN Premium interview, cites its Google projects as evidence that its CO2-based storage functions as dependable capacity. The company argues the market is turning toward long-duration storage.
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Market Snapshot
NH₃ Fossil ("Grey")
$643.48
/t Dlvd NWE
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NH₃ Low-Carbon ("Blue")
$695.28
/t Dlvd NWE
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NH₃ RFNBO ("Green")
$838.41
/t Dlvd NWE
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EUA (EU ETS)
€80.77
/tCO₂
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DE Baseload DA
€159.86
/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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