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Wednesday
09 Sep 2026 · Nº 252
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Signal
China's temporary suspension of new battery storage plant approvals and coordinated price hikes from CATL and EVE Energy point to supply-side discipline replacing the sector's oversupply glut, with pricing power shifting back toward incumbent cell makers. Meanwhile, Europe's policy signals diverge—EU rapporteurs pushing the IAA "Made in Europe" threshold to 50% and Aukera's €460m financing target domestic buildout, even as Spain's 5.9 GW solar addition worsens curtailment and negative prices, underscoring that deployment is outpacing grid and demand-side flexibility.
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Industrial Accelerator Act · EU · PV Magazine
Rapporteurs on the proposed Industrial Accelerator Act are calling for the local-content threshold to be lifted to 50%, alongside higher EU-content requirements for solar panels and tighter component rules to prevent circumvention. The proposals are amendments to the draft regulation and have not yet been adopted by Parliament or Council.
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Batteries · EU · Energy Storage News
Major Chinese cell manufacturers including CATL and EVE Energy have initiated price increases for battery storage cells, with smaller producers reportedly following. The reported increases mark a reversal after a prolonged period of falling cell prices.
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Batteries · EU · batterynews.de
China has temporarily halted approvals of new battery storage manufacturing sites, according to Chinese financial outlet Cailianshe citing industry sources, with cell fabrication projects said to be primarily affected. The reported move follows a review of overcapacity in the sector; the report rests on unnamed sources and has not been officially confirmed.
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RED III/IV · DE · Wind Power Monthly
National wind association BWE has warned that the far-right AfD's success in Saxony-Anhalt regional elections could jeopardise onshore wind development in the eastern German state. The warning reflects the association's assessment of the political outlook, not a change in law or permitting to date.
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Hydrogen · DE · Hydrogen Insight
A gas turbine described as Europe's largest capable of running on 100% hydrogen has been installed in Germany, according to Hydrogen Insight. The installation demonstrates hardware readiness; the plant's actual hydrogen supply, blend ratio in operation, and timeline to full-hydrogen firing were not specified.
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Industrial Policy · ES · El Periódico de la Energía
Spain connected 5.9 GW of solar in the first half of 2026 even as curtailment and negative price events increased, according to El Periódico de la Energía. A separate report estimates that between June and August the country wasted renewable energy equivalent to the consumption of roughly four million households over those three months.
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Batteries · EU · Energy Storage News
Pan-European battery storage and renewables platform Aukera has closed a €460 million structured credit facility to advance its project pipeline across five European markets. The financing is intended to fund development of its BESS and renewable assets.
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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
EEX primary auction · 2026-09-08 · €/tCO₂
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84.40 |
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DE Baseload
Day-ahead · €/MWh
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146.58 |
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TTF Natural Gas
THE day-ahead, German hub (≈ TTF + 1–3 €/MWh) · front-month 77.05 · TTF monthly average 61.58 (2026-08, IMF) · EEX via Bundesnetzagentur · 2026-09-08 · €/MWh
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76.81 |
Sources: Argus · SMARD.de · EEX · Bundesnetzagentur · IMF · Full board → |
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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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