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Tuesday
18 Aug 2026 · Nº 230
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Signal
Europe's hydrogen build-out is accelerating on the infrastructure layer—France's 800km HY-FEN pipeline entering consultation, Portugal's finding that 20% blending costs just 3% of asset value, and Rome's €90m bus commitment—signaling a pivot from pilot projects to hard network deployment. Meanwhile, the battery supply chain shows structural repositioning as POSCO Future M breaks into LFP cathodes and H1 2026 cell shipment data confirms three shifts, underscoring that Western players are still racing to catch China's cost-optimized chemistries.
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Grids Package · DE · Recharge News
According to Recharge News, German wind industry associations have warned they may pursue legal action over a grid reform they say jeopardises already-planned onshore and offshore projects. The dispute centres on how reformed connection and network rules would affect projects in the pipeline. The reform process is ongoing and no ruling has been issued.
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Hydrogen · FR · Fuel Cells Works
France's proposed 800km HY-FEN hydrogen transport pipeline has entered a public consultation phase, according to Fuel Cells Works. The project is intended to link domestic production and demand centres and connect to wider European hydrogen corridors. It remains at the consultation stage, with no final investment decision reported.
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Hydrogen · DE · Fuel Cells Works
German manufacturer Sunfire has begun shipping 100MW of electrolyser capacity by barge to an RWE green hydrogen project in Germany, according to Fuel Cells Works. The delivery marks a construction-phase milestone for the project. Neither the reported commissioning date nor full project economics were detailed in the source.
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Batteries · EU · PV Magazine
Global energy storage cell shipments reached 467.84 GWh in the first half of 2026, up 94.8% year on year, according to figures from InfoLink Consulting reported by PV Magazine. The consultancy identifies three structural shifts in the market alongside the volume growth. The data reflect global shipments, not exclusively European deployment.
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Batteries · EU · battery-news.de
POSCO Future M has agreed to supply more than 190,000 tonnes of LFP cathode material to an unnamed South Korean battery maker over six years to 2032, starting in 2027, according to battery-news.de. Final contract terms are due to be set in the third quarter. The deal marks the company's entry into the LFP cathode segment, long dominated by Chinese producers.
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Hydrogen · PT · Fuel Cells Works
A study reported by Fuel Cells Works concludes that Portugal's gas network could accommodate a 20% hydrogen blend with upgrades equivalent to around 3% of asset value. The figures are an assessment of technical feasibility and cost, not a commissioned deployment plan. The finding rests on the study's assumptions and has not been independently confirmed.
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Hydrogen · IT · Hydrogen Insight
The city of Rome plans to invest more than €90m in hydrogen buses and associated refuelling infrastructure, according to Hydrogen Insight. The programme covers vehicle procurement and fuelling stations. Details on fleet size, timeline and hydrogen sourcing were not fully specified in the source.
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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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163.93 |
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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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