|
|
Friday
28 Aug 2026 · Nº 240
|
|
Signal
Grid access constraints are emerging as the binding bottleneck for Europe's energy transition, with the EU pushing a grids package while flexible connection rules threaten to cut Spanish battery revenues by up to 10%. This physical and regulatory friction is compounding a broader retreat from clean-energy ambition—Equinor defending its abandoned renewables target and Sweden rejecting 11 offshore wind projects on security grounds—signaling that political and infrastructure barriers now rival economics in shaping deployment.
|
Grids Package · EU · TEM Energy Department
EU energy ministers are working toward a common position on the Commission's grids package, which addresses grid connection procedures, cross-border infrastructure and network planning. The file is under negotiation and no final Council position has been adopted, according to the Finnish economy ministry (TEM).
|
Industrial Policy · ES · Recharge News
Spain is moving to require data centres to source the majority of their electricity from renewable generation, according to Recharge. The measure is reported as a government demand; details of the legal instrument and thresholds were not fully specified in the source.
|
Batteries · ES · El Periódico de la Energía
Spanish analysis reported by El Periódico de la Energía warns that flexible connection access arrangements could reduce revenues for battery storage projects by as much as 10%. The figure is an estimate tied to how curtailment under flexible access terms would affect merchant and arbitrage income.
|
Hydrogen · EU · Hydrogen Insight
The full 55 MW of electrolyser capacity has now been delivered for what is described as Romania's largest green hydrogen project, according to Hydrogen Insight. Delivery marks a construction milestone; commissioning and RFNBO-compliant production ramp-up remain ahead.
|
Batteries · EU · Charged EVs
Asahi Kasei says its pre-doping technology reduces first-cycle irreversible capacity loss in silicon-rich anode cells, a known barrier to using high-silicon anodes. The claim comes from a company announcement; independent verification, cell-level energy density, cycle life, cost and TRL/time-to-market were not disclosed in the source.
|
Industrial Policy · EU · Recharge News
Equinor's CFO explained the company's decision to drop its dedicated wind and renewables target, framing it as aligning investment with market conditions, according to Recharge. The move reflects a strategic retreat from earlier renewables ambitions by a major state-backed energy company.
|
Industrial Policy · EU · Wind Power Monthly
Sweden has rejected 11 offshore wind projects, citing national security concerns, including Hexicon's 2.5 GW Mareld project. Hexicon described the decisions as evidence of continuing uncertainty in the Swedish offshore wind market, according to Windpower Monthly.
|
|
The morning board
|
Ammonia · unabated fossil
Conventional SMR · $/t NWE
|
688.25 |
|
Ammonia · low-carbon
SMR + CCS · $/t NWE
|
738.92 |
|
Ammonia · RFNBO
Renewable electrolysis · $/t NWE
|
839.16 |
|
EUA
EU Allowance · €/tCO₂
|
82.17 |
|
DE Baseload
Day-ahead · €/MWh
|
86.35 |
|
TTF Natural Gas
Front-month · €/MWh
|
60.80 |
|
Stay ahead of the rewiring.
Markets, Politics, the RFNBO simulator and the full archive.
|
|
Rewire.
Markets · Politics · RFNBO
|
|
AI-assisted briefing for informational purposes only. Not investment, legal, or regulatory advice. No liability assumed. Views are the author's own.
|
