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Thursday
13 Aug 2026 · Nº 225
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Signal
Europe's green hydrogen ambitions are colliding with commercial reality, as under 10% of the 2030 pipeline has reached FID and Thyssenkrupp Nucera abandons solid oxide electrolysers—even while Sunfire ships 100 MW to RWE's flagship project. The contrast underscores a broader consolidation, where proven technologies and deployed assets like Scotland's Coalburn 1 battery advance while speculative capacity and enabling reforms face legal and financial headwinds on both sides of the Atlantic.
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Grids Package · DE · Wind Power Monthly
A law firm has published a legal assessment arguing that parts of Germany's recent renewables and grids reform package conflict with constitutional law, according to Windpower Monthly. The claim rests on the analysis of a single interested party and has not been tested in court; no proceedings have been reported as filed to date.
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Hydrogen · EU · Hydrogen Insight
According to a trade body cited by Hydrogen Insight, fewer than 10% of the European green hydrogen projects planned for delivery by 2030 have reached final investment decision. The figure is a project-pipeline assessment attributed to the industry association, not a Commission dataset.
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Hydrogen · DE · Hydrogen Insight
Thyssenkrupp Nucera has abandoned its plans to develop solid oxide electrolyser (SOEC) technology, according to Hydrogen Insight, narrowing its focus to alkaline systems. The company did not, per the report, tie the decision to a specific external mandate.
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Batteries · EU · PV Magazine
Copenhagen Infrastructure Partners has brought its Coalburn 1 transmission-connected BESS into commercial operation in Scotland, the first of three planned UK projects, per PV Magazine. The report frames the site as Europe's largest battery but the snippet does not state the specific MW/MWh rating, chemistry, or duration.
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RED III/IV · EU · CertifHy
CertifHy has published lessons from more than one year of operational RFNBO certification under its EU Voluntary Scheme, covering scheme rules and procedures for economic operators. The publication is a self-assessment from the certification body of how the RED-based framework has functioned in practice.
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Hydrogen · DE · Hydrogen Insight
Sunfire has begun shipping 100 MW of electrolyser capacity to RWE's flagship green hydrogen project in Germany, according to Hydrogen Insight. The delivery marks a hardware milestone; the report does not detail full commissioning or offtake terms.
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Industrial Policy · EU · Wind Power Monthly
A US court has ordered the Pentagon to resume reviewing wind project permits, lifting the administration's freeze on wind permitting, according to Windpower Monthly. The ruling reopens a review process that had been halted; further appeals or administrative steps may still follow.
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The morning board
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Ammonia · unabated fossil
Conventional SMR · $/t NWE
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688.25 |
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Ammonia · low-carbon
SMR + CCS · $/t NWE
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738.92 |
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Ammonia · RFNBO
Renewable electrolysis · $/t NWE
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839.16 |
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EUA
EU Allowance · €/tCO₂
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82.17 |
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DE Baseload
Day-ahead · €/MWh
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147.07 |
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TTF Natural Gas
Front-month · €/MWh
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60.80 |
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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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