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● Friday
17 Jul 2026
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R.
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Today's signal: Europe's clean energy buildout is accelerating faster than grids can absorb it—Greece is set to overshoot its 2030 solar target by 43% (20 GW) while French curtailment could double in 2026—making storage the critical bottleneck, as evidenced by Alfen-CATL's 5 GWh sodium-ion deal and new "zero-degradation" BESS chemistry. Meanwhile, security is emerging as a hard constraint on deployment, with Sweden rejecting 11 of 13 offshore wind projects, signaling that geopolitical risk now rivals economics in shaping which projects actually get built.
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Batteries
· EU · Energy Storage News
Dutch integrator Alfen and China's CATL signed a partnership to deploy 5 GWh of sodium-ion battery storage in the Netherlands and other Western European markets starting 2027, billed as one of the first at-scale sodium-ion deployments in the region. The agreement targets grid-scale stationary storage rather than mobility applications.
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ETS
· EU · Montel News
A new study concludes the EU Emissions Trading System reduced industrial emissions by roughly 12% during its second phase, framing the mechanism as broadly on track to deliver against net-zero trajectories. The finding lands amid ongoing debate over ETS2 and carbon-cost pass-through to industry.
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Grids Package
· FR · Montel News
Curtailment of French wind and solar generation rose 35% year-on-year to 2.7 TWh in January–June 2026, with analysts warning full-year curtailment could double versus 2025. The trend reflects growing renewable penetration outpacing grid flexibility and storage.
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Hydrogen
· DE · El Periódico de la Energía
German Chancellor Merz said he wants to "vigorously" advance the SüdH2 (H2Med/southern) corridor to import green hydrogen from the Iberian Peninsula into central Europe. The statement signals renewed high-level political backing for cross-border hydrogen infrastructure linking Spain, France and Germany.
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Industrial Policy
· SE · Recharge News
The Swedish government blocked eleven offshore wind proposals citing national security concerns while greenlighting two, prompting pushback from Vattenfall, Skyborn and Ørsted. Sweden also signalled a shift toward an auction-based system for future offshore wind allocation.
Industrial Policy · Grids Package
Source →
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Batteries
· EU · Energy Storage News
Fresh technical details have surfaced on CATL's so-called zero-degradation grid storage technology, first announced two years ago, claiming near-flat capacity retention over an initial period of operation. The company positions it for utility-scale stationary applications.
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RED III/IV
· EU · Montel News
Greece had installed 13 GW of solar by end-May 2026, just 1 GW short of its 2030 target, and industry body Helapco projects it will hit 20 GW — overshooting the goal by 43%. The rapid buildout raises grid absorption and curtailment questions.
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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
€140.63
/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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