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● Wednesday
05 Aug 2026
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European hydrogen momentum is shifting from policy to delivery, with RWE commissioning its flagship German green H₂ plant and a French green iron project ordering a hydrogen-based DRI unit—signaling real industrial offtake beyond pilots. Meanwhile, the storage landscape is bifurcating: Altech's CERENERGY sodium battery collapse after a failed partner search contrasts sharply with Ore Energy's $43m raise for iron-air long-duration storage, underscoring that capital is increasingly selective about which post-lithium chemistries survive.
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Batteries
· DE · batterynews.de
Altech Advanced Materials AG has terminated its CERENERGY sodium-chloride (salt) battery project in Saxony after a nine-month search for a strategic partner ended without result. The company said financing and commissioning prospects had become unviable.
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Industrial Policy
· IT · Staffetta Quotidiana
Governing-majority amendments to Italy's energy bill (Ddl) propose incentives for carbon capture and storage, tighter methane-emissions rules, and revised designation of areas suitable for renewables. A parallel Antitrust submission targets renewables governance, grid connections, electricity distribution and gas tenders.
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Hydrogen
· DE · Hydrogen Insight
RWE has produced first hydrogen at its flagship German electrolyser project, marking a milestone for domestic RFNBO output. The commissioning comes against a backdrop of Germany having built only about 2% of its 2030 electrolyser capacity target.
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Hydrogen
· FR · Hydrogen Insight
A French green-iron developer has placed an order for a hydrogen-based direct reduced iron (DRI) plant, advancing one of Europe's near-term H₂-DRI steel decarbonisation projects. The order signals movement from planning to procurement in French primary-steel defossilisation.
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Industrial Policy
· DK · Wind Power Monthly
Denmark has awarded contracts to Vattenfall for two offshore wind farms totalling at least 1.8GW. Analysts note Vattenfall pursued an 'aggressive' bidding strategy to shut out rivals, while a separate grid-priority plan is drawing investor-uncertainty concerns.
Industrial Policy · Grids Package
Source →
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Industrial Policy
· ES · El Periódico de la Energía
The Spanish government has assigned €433 million in Recovery and Resilience Plan funding to innovative renewables projects. The allocation comes as industrial-battery interest in Spain surges 75% following the economic impact of the national blackout.
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Batteries
· EU · Energy Storage News
Iron-air battery company Ore Energy has closed a US$43 million Series A to commercialise multi-day (long-duration) energy storage. The chemistry targets 100+ hour discharge, a segment lithium-ion cannot economically serve.
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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
€110.52
/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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