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● Monday
20 Jul 2026
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Today's signal: Policy design is now the decisive variable across the clean-energy stack, from the EU's Electrification Action Plan and grid-tariff overhaul to China ending its lithium-ion tax exemption and the industry's warning that shifting e-SAF deadlines would "kill investment." The through-line is that regulatory certainty—not technology cost—is gating capital deployment, underscored by Ember's finding that China's battery fleet left 23 TWh of clean power unshifted in 2025 largely due to market and dispatch rules rather than hardware limits.
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Grids Package
· EU · Staffetta Quotidiana
The Commission's package targets a 46% electrification rate by 2040 and 500 GW of storage, with new measures on V2G, flexibility, and grid connections. A parallel network-charges regulation aims to strengthen connection rules and grid digitalisation to unblock queues.
Grids Package · Industrial Policy
Source →
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Batteries
· EU · batterynews.de
Beijing will levy a 2% consumption tax on lithium-ion batteries from September 2026, ending an exemption in place since 2015, rising to a higher rate from September 2027. The move raises input costs across a supply chain that still dominates European cell and pack imports.
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Hydrogen
· EU · Hydrogen Insight
Overseas deliveries of Chinese-made electrolysers rose sharply in the first half of 2026, according to Hydrogen Insight. The trend underscores China's growing role in supplying the equipment underpinning Europe's RFNBO ambitions.
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Hydrogen
· FR · Hydrogen Insight
A pioneering 390MW e-SAF project in France has signed a power agreement with EDF to source nuclear electricity for hydrogen production. The deal tests the RED III/RFNBO framework's treatment of nuclear-derived hydrogen for aviation fuel.
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Hydrogen
· EU · Hydrogen Insight
In an interview, an industry figure argued that any delay to EU deadlines for green hydrogen-based aviation fuel would undermine investor confidence and stall projects. The comments come amid debate over ReFuelEU e-SAF sub-mandate timelines.
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Industrial Accelerator Act
· IT · Staffetta Quotidiana
Staffetta examines the expanding scope of Italy's Golden Power FDI-screening mechanism as applied to the energy and infrastructure sectors. The analysis tracks how Rome is tightening scrutiny of foreign investment in strategic assets.
Industrial Accelerator Act · Industrial Policy
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Batteries
· EU · CleanTechnica
New Ember analysis finds China operates the world's largest BESS fleet but leaves significant value on the table — utility-scale batteries could have shifted an additional 23 TWh of clean electricity in 2025 if optimally dispatched. The gap points to dispatch and market-design constraints, not capacity limits.
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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")
$839.16
/t Dlvd NWE
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EUA (EU ETS)
€79.05
/tCO₂
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DE Baseload DA
€103.16
/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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