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● Friday
24 Jul 2026
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Southern Europe is pairing renewables policy with hard infrastructure bets—Spain and Portugal's 3.5GW pumped hydro and Italy's grid fast-tracking signal a pivot from generation targets toward the storage and connection bottlenecks that actually determine deployment. Meanwhile, hydrogen's demand-side momentum (81 companies backing 87% of Nordic-Baltic pipeline capacity) contrasts with structural weaknesses—Spain's RFNBO refining loopholes and a European JV now dependent on Chinese electrolyser designs—suggesting Europe's clean molecule ambitions still hinge on imported technology and porous mandates.
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RED III/IV
· ES · Fuel Cells Works / Hydrogen Insight
Spain has published quotas mandating renewable hydrogen (RFNBO) in road transport fuel starting next year, climbing to 11% by 2040. The framework includes exemptions and accounting mechanisms for refineries that critics argue weaken the effective demand signal.
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Industrial Policy
· ES · Energy Storage News
Spain awarded €165 million to seven pumped hydro projects totalling ~2.1GW/21GWh, while Portugal set a 1.4GW target for new capacity by 2040. The awards follow the April 2025 Iberian blackout that exposed the peninsula's shortage of firming and inertia.
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Grids Package
· IT · Montel News
Italy is moving to accelerate grid connection permitting, a step analysts say is aimed at unlocking stalled data-centre projects facing multi-year interconnection queues. The measure aligns with EU efforts to compress grid permitting timelines.
Grids Package · Industrial Policy
Source →
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RED III/IV
· DE · El Periódico de la Energía
Germany continued a record run of onshore wind permitting approvals through the first half of 2026, according to industry data. The pace reflects the effect of streamlined permitting rules transposing EU acceleration provisions.
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Hydrogen
· EU · Hydrogen Insight
A planned Nordic-Baltic hydrogen pipeline has won non-binding commitments from 81 companies covering 87% of its projected 2040 capacity. The demand signal strengthens the case for cross-border hydrogen backbone investment in the region.
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Industrial Policy
· EU · PV Magazine
Hybrid PPAs pairing solar with battery storage are seeing rising adoption across Europe, priced 24% above solar-only contracts. Developers are using them to hedge against price cannibalisation and negative-price hours.
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Hydrogen
· EU · Hydrogen Insight
A joint venture manufacturing Chinese-designed electrolysers in Europe has secured its first equipment order. The deal illustrates the localisation strategy Chinese electrolyser makers are using to access the EU market.
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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
€130.53
/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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