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Tuesday
25 Aug 2026 · Nº 237
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Signal
Europe is doubling down on molecule and long-duration storage infrastructure—a 15-year Norway–Germany gas contract, a completed 100 MW electrolyser plant, and a 2.1 GWh vanadium flow battery—while the US retreats, redirecting a $500m grant from green steel back to coal-based blast furnaces. The divergence is stark: as CertifHy operationalizes RFNBO certification to underpin the RED III hydrogen market, transatlantic policy is splitting between decarbonization commitment and cost-driven reversal, even as a postponed North Sea wind project shows Europe's own execution risks remain real.
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Industrial Policy · DE · Staffetta Quotidiana
According to Staffetta Quotidiana, Equinor and Uniper have concluded a 15-year contract for the supply of 2.8 billion cubic metres of natural gas per year from Norway to Germany, running from 1 January 2027 to 31 December 2041. The volumes are intended to underpin German gas supply security over the contract period.
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Hydrogen · DE · Hydrogen Insight
The last electrolyser units have been delivered to a 100 MW green hydrogen production facility in Germany, per Hydrogen Insight. Delivery completion marks a construction milestone ahead of commissioning; the report does not confirm start-up date or offtake terms.
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Batteries · EU · Energy Storage News
Invinity Energy Systems has appointed an EPC partner for its gigawatt-hour-scale vanadium redox flow battery project in Laufenburg, Switzerland, according to Energy Storage News. The company describes the 2.1 GWh installation as a landmark for the VRFB technology.
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RED III/IV · EU · CertifHy
CertifHy has released a review of more than one year of operational RFNBO certification under its EU Voluntary Scheme, covering scheme rules, procedures and practical implementation experience. The document draws on real certification cases rather than a new regulatory development.
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Hydrogen · US · Hydrogen Insight
Hydrogen Insight reports that the US administration has redirected a $500m Biden-era grant originally earmarked for hydrogen-based green steel toward a coal blast furnace. The move reallocates funding away from the hydrogen direct-reduction pathway.
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Batteries · DE · batterynews.de
Norwegian battery-materials developer ZNL Energy and Bonn-based High Performance Battery Technology (HPB) have signed a letter of intent under which ZNL would become preferred separator supplier for HPB's planned solid-state cell production from 2028, per batterynews.de. This is a non-binding declaration of intent, not a firm supply contract.
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Industrial Policy · EU · Recharge News
A major North Sea offshore wind project has been postponed, according to Recharge News, adding to a string of recent European offshore setbacks including TotalEnergies' exit from a Danish project. The report frames the delay within wider pressure on offshore economics.
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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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141.43 |
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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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