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Thursday
10 Sep 2026 · Nº 253
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Signal
Europe's clean-energy ambitions increasingly depend on scaling execution rather than public subsidy—EU auditors found RepowerEU played only a secondary role in cutting Russian dependency, while Chinese electrolyser makers are poised to dominate 2026 deliveries and clean-hydrogen capacity is set to more than double by 2027. Yet the demand side remains the weak link, with 2030 hydrogen offtake uncertain and state-aid disputes (Danish offshore wind) signaling that Europe's 165 GW-scale pipelines risk outrunning viable end-markets.
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Industrial Policy · EU · Staffetta Quotidiana
According to a report cited by Staffetta Quotidiana, EU auditors concluded that RepowerEU financing contributed only marginally to cutting the bloc's dependence on Russian oil and gas, which fell largely for other reasons. The report also flags shortcomings in transparency and implementation delays, with specific criticism directed at Italy.
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Industrial Policy · EU · Wind Power Monthly
Onshore wind developer Dansk Vindenergi has filed a legal challenge against the European Commission's decision to approve state aid for two Danish offshore wind projects. The proceeding is ongoing and no ruling has been issued.
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Hydrogen · EU · Hydrogen Insight
Hydrogen Insight reports that Chinese manufacturers are on track to account for the bulk of electrolyser deliveries worldwide this year. The trend is attributed to lower pricing and rapid capacity scaling by Chinese suppliers relative to European and North American competitors.
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Hydrogen · EU · Hydrogen Insight
The Hydrogen Council projects that global operational clean-hydrogen capacity will more than double next year as projects reaching FID come online. The industry body cautions that offtake demand toward 2030 remains uncertain, according to Hydrogen Insight.
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Batteries · DE · batterynews.de
German specialty chemicals group LANXESS has commissioned a new battery laboratory at its Krefeld-Uerdingen site to develop lithium iron phosphate cathode precursors. The company is investigating iron oxides and iron phosphate as feedstocks for LFP cathode materials.
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Hydrogen · ES · Hydrogen Insight
Moeve and ArcelorMittal have announced a new public-private platform to advance green-steel development, as reported by Hydrogen Insight. The initiative is framed around hydrogen-based decarbonisation of steel production.
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Industrial Policy · ES · El Periódico de la Energía
El Periódico de la Energía reports that Spain now holds 165.3 GW of combined wind and solar capacity in its development pipeline, positioning it as the largest renewables hub in the Mediterranean. The figure represents projects at various stages, not installed capacity.
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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 · 2026-09-10 · €/tCO₂
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85.16 |
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DE Baseload
Day-ahead · €/MWh
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191.82 |
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TTF Natural Gas
Day-ahead, monthly average · IMF · 2026-08 · €/MWh
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61.58 |
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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