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● Tuesday
04 Aug 2026
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R.
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Today's signal: European policy capital is decisively backing hydrogen's hard-to-abate frontier, with France's €778M for electrolytic projects (including fertilizer) and the Netherlands' €290M for aviation fuel targeting sectors where batteries can't compete—while Germany builds the network backbone to connect them. Meanwhile, the €1.5bn Battery Booster and TotalEnergies' Shell portfolio acquisition signal consolidation, as maturing renewables shift from subsidy chase to asset trading and industrial scale-up.
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Batteries
· EU · batterynews.de
The Commission has launched a funding call under the Battery Booster Facility, offering interest-free loans of up to €1.5 billion for battery cell manufacturing projects across the EEA. The programme is financed via the Innovation Fund.
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Hydrogen
· DE · Fuel Cells Works
Germany has started drafting the regulatory rules governing its planned national hydrogen core network, addressing tariffs, third-party access and cost allocation. The move operationalises the €19bn Wasserstoff-Kernnetz backbone.
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Hydrogen
· NL · Fuel Cells Works
The European Commission has approved a €290 million Dutch scheme to support production of green hydrogen-based aviation fuel (e-SAF). The scheme aims to help meet ReFuelEU Aviation RFNBO sub-targets.
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Industrial Policy
· EU · Wind Power Monthly
Shell has agreed to sell all of its onshore wind and solar assets across Europe to TotalEnergies, as the company continues its retreat from renewables. The deal includes assets in Spain and other markets.
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RED III/IV
· FR · Ammonia Energy Association
The French government has committed €778 million over fifteen years to three projects totalling 161.4 MW of electrolytic hydrogen capacity. Fertighy's northern France plant will produce renewable fertilizers for domestic use.
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GHG Protocol
· EU · Hydrogen Insight
PepsiCo has purchased certificates linked to the world's largest green hydrogen and ammonia project to claim avoided emissions in its corporate accounting. The transaction relies on an avoided-emissions rather than direct-reduction methodology.
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Grids Package
· ES · El Periódico de la Energía
Red Eléctrica has started laying the submarine cable for the Bay of Biscay interconnector linking Spain and France. The 2 GW HVDC link is designed to roughly double cross-border capacity between the two countries.
Grids Package · Industrial Policy
Source →
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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
€149.79
/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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