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Monday
24 Aug 2026 · Nº 236
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Signal
Europe is tightening the regulatory scaffolding around energy security and industrial autonomy, with Italy operationalizing the RePower Gas mandate to exit Russian supply and Scotland's first minister openly challenging the UK's rejection of Mingyang's wind factory—exposing tension between decarbonization speed and de-risking from foreign (Chinese) supply chains. Meanwhile, the 2.3% July rise in European PPA prices and India's JGGPL securing CertifHy RFNBO pre-certification signal that compliance-grade green molecules and long-term offtake remain the bottleneck, not ambition.
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Industrial Policy · EU · PV Magazine
According to market tracking cited by PV Magazine, European power purchase agreement prices increased 2.3% in July, with rises in Great Britain and Italy offsetting declines in the Nordics, Spain and Portugal. The reported month saw 24 PPAs covering 1.1 GW signed, alongside nine battery storage agreements totalling 865 MW.
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Hydrogen · EU · Ammonia Energy Association
Jakson Green Gopalpur Private Limited obtained CertifHy RFNBO pre-certification for a planned renewable ammonia facility in Odisha, India. CertifHy is the EU voluntary scheme aligned with RED requirements; the certificate applies to a plant concept, not yet operating output.
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Industrial Policy · IT · Staffetta Quotidiana
Staffetta Quotidiana reports that Italy has published guidelines implementing the RePower Gas regulation phasing out Russian gas, covering technical tolerances for LNG, transit and storage, confidentiality of contractual information, and the penalty regime. The guidance operationalises the EU-level phase-out at national level.
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RED III/IV · FI · TEM Energy Department
Finland's Ministry of Economic Affairs and Employment (TEM) has put draft provisions on the construction and decommissioning of offshore wind power out for public comment. The measure is at consultation stage, not adopted.
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Industrial Accelerator Act · UK · Wind Power Monthly
Scotland's first minister has publicly called on the new UK prime minister to revisit the rejection of Chinese manufacturer Mingyang's proposed wind turbine factory in Scotland, according to media reports cited by Windpower Monthly. The appeal has drawn political disagreement; no reversal of the decision has been taken.
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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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143.18 |
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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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