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Friday
11 Sep 2026 · Nº 254
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Signal
European clean-tech policy is bending toward flexibility and cost-cutting—Brussels may swap binding national hydrogen quotas for a looser single EU target, while DNV pegs turbine standardisation as a route to 28% lower North Sea wind costs by 2050. Meanwhile, Chinese suppliers are advancing on multiple fronts, with Peric entering Europe's electrolyser market via Metacon and Envision shipping green methanol from China through South Korea, underscoring how supply-chain dominance is outpacing the EU's still-shifting demand mandates.
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RED III/IV · EU · Hydrogen Insight
According to reporting by Hydrogen Insight, the European Commission is considering replacing the binding national RFNBO sub-targets under RED III with a single EU-wide target for renewable hydrogen in industry. The change is described as under consideration and has not been formally proposed or adopted.
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Industrial Policy · EU · Recharge News
Ørsted says it has prevailed in a roughly $1bn dispute concerning alleged double taxation of an offshore wind portfolio, according to Recharge. The outcome and any avenue for appeal by the counterparty are reported by the company; details of the ruling remain limited.
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Hydrogen · EU · Hydrogen Insight
Peric's next-generation electrolyser stacks are being introduced to European buyers through a partnership with Sweden-listed Metacon, according to Hydrogen Insight. The deal covers distribution of the Chinese-made stacks into Europe.
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RFNBO · EU · Hydrogen Insight
The world's largest wind turbine maker has shipped its first batch of green methanol from China to Europe, routed through South Korea, according to Hydrogen Insight. The cargo is presented as an early commercial delivery of renewable methanol into the European market.
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Batteries · DE · battery-news.de
IBU-tec has received an additional approval from the Saxony-Anhalt state administration for new operating buildings at its planned LFP battery-material plant in Bitterfeld-Wolfen. The facility is designed to reach 15,000 tonnes of LFP material per year.
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Batteries · EU · PV Magazine
Chinese researchers report an iron-mediated strategy to stabilise lattice-oxygen redox in sodium-ion cathodes, with a 15.8 Ah pouch cell reaching 206 Wh/kg. The results are from a research publication and have not been independently verified at commercial scale.
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Industrial Policy · EU · Wind Power Monthly
A new DNV study finds that halting the turbine size 'arms race' and standardising designs, combined with more predictable project pipelines, could lower the lifetime cost of North Sea offshore wind electricity by up to 28% by 2050. The figure is a modelled projection, not a realised cost reduction.
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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 · 2026-09-11 · €/tCO₂
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85.01 |
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DE Baseload
Day-ahead · €/MWh
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195.23 |
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TTF Natural Gas
THE day-ahead, German hub (≈ TTF + 1–3 €/MWh) · EEX via Bundesnetzagentur · 2026-09-09 · €/MWh
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80.28 |
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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