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● Friday
31 Jul 2026
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R.
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Today's signal: The clean-energy value chain is bifurcating between demand-side maturation and supply-side retrenchment—hydrogen crossed a milestone with India joining H2Global for joint German auctions and Yara locking in NEOM green ammonia offtake, while batteries showed real profitability as LG Energy Solution returned to profit on European EV cells and US BESS. Yet the enabling infrastructure and incumbent commitment remain shaky, with German industry rejecting the renewables-and-grids reform package and BP cutting 700 jobs in a deepening retreat from renewables.
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Grids Package
· DE · Wind Power Monthly
German industry associations have sharply criticised the government's proposed reforms to renewables support and grid regulation, warning they undermine investment certainty. The reforms touch on subsidy design, grid expansion and cost allocation as Germany recalibrates its build-out pathway.
Grids Package · RED III/IV · Industrial Policy
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Hydrogen
· DE · Fuel Cells Works
India has upgraded from observer to partner in the H2Global platform and agreed to run joint hydrogen auctions with Germany, with the Netherlands and Japan flagged as next. The double-auction mechanism links subsidised producers to European offtakers.
Hydrogen · RFNBO · Industrial Policy
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Hydrogen
· EU · Hydrogen Insight
Yara has finalised a deal to purchase green ammonia from Air Products' NEOM facility, described as the world's largest renewable hydrogen project. The agreement secures a committed buyer for volumes long lacking firm offtake.
Hydrogen · RFNBO · Industrial Policy
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RFNBO
· EU · CertifHy
CertifHy has released new material on the credibility and integrity of RFNBO certification under the EU Voluntary Scheme, addressing scheme rules and auditability as certified volumes begin to flow. The move accompanies expanding cooperation, including a recent LoI with GH2 India.
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Batteries
· EU · Energy Storage News
LG Energy Solution posted a profitable Q2 2026, driven by European EV cell production and US battery-storage investments. The result marks a recovery after a difficult stretch for the Korean cell maker.
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Batteries
· EU · battery-news.de
US developer Factorial Energy and Korea's SK On signed an agreement to study whether SK On's existing production lines can be adapted to manufacture solid-state cells. The collaboration is exploratory, aimed at reusing installed capacity rather than greenfield builds.
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Industrial Policy
· EU · Recharge News
BP announced plans to slash 700 jobs amid a continued strategic retreat from its renewables business, refocusing on hydrocarbons. The cuts follow the majors' broader rollback of low-carbon commitments.
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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
€148.59
/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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