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Wednesday
19 Aug 2026 · Nº 231
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Signal
Grid infrastructure has become the binding constraint across European energy policy, as EU ministers negotiate the grids package while German wind developers threaten legal action over grid reforms and Spain faces a 40% jump in curtailed renewables from the Almaraz nuclear extension. Meanwhile, the divergence in clean tech maturity is stark—German solar bids hit €0.043/kWh, but green hydrogen continues to falter with Plug Power writing off €13.6 million on its abandoned Antwerp plant.
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Grids Package · EU · TEM Energy Department
According to the Finnish economy ministry (TEM), EU energy ministers are working towards a common position on the Commission's grids package, which addresses grid investment, permitting and cross-border interconnection. The item describes an ongoing negotiation stage rather than a concluded agreement.
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Industrial Policy · DE · Wind Power Monthly
The German wind energy association BWE has said its members intend to sue the federal government over planned reforms to grid and renewable power regulation, according to Wind Power Monthly. The proposals and the threatened litigation are both described as prospective at this stage.
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Industrial Policy · DE · PV Magazine
Germany's Bundesnetzagentur awarded 2.135 GW of utility-scale solar across 261 bids at an average of €0.0479/kWh, with the lowest winning bid at €0.043/kWh, according to PV Magazine. Bavaria received the largest regional share of the allocated capacity.
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Hydrogen · EU · Fuel Cells Works
Plug Power has cancelled its planned green hydrogen production project in Antwerp and booked a €13.6 million write-off, according to Fuel Cells Works. The report attributes the decision to the company alone; no wider policy trigger is established in the source.
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Hydrogen · EU · Fuel Cells Works
The Hellesylt Hydrogen Hub has received RFNBO certification, described as the first such certification for a hydrogen production site in Norway, according to Fuel Cells Works. The claim rests on the operator's announcement.
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GHG Protocol · EU · Energy Storage News
CATL announced at an event in Ningde on 17 August that it reached carbon neutrality in its core operations at the end of 2025 and aims to make its value chain climate-neutral by 2035, according to Energy Storage News and battery-news.de. The claim is CATL's own and the scope boundary and offset accounting are not independently verified in the sources.
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Industrial Policy · ES · El Periódico de la Energía
El Periódico de la Energía reports an analysis warning that extending the operating life of the Almaraz nuclear plant could increase curtailed renewable output in Spain by around 40%. The 40% figure is a projection cited in the report, not a measured outcome.
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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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166.03 |
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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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