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Tuesday
15 Sep 2026 · Nº 258
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Signal
Policy is increasingly targeting the boundaries of "green"—T&E wants green hydrogen barred from biofuel refining under e-SAF rules while Flanders moves to cut solar subsidies during negative-price hours—signaling a shift from broad decarbonization incentives toward rewarding genuine grid and emissions value. Meanwhile, capital keeps flowing to scale (Masdar's €8bn German offshore/battery pacts, Yara's Sluiskil CCS launch) even as supply-side costs rise, evidenced by Sungrow's up-to-15% inverter and storage price hikes.
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RFNBO · EU · Hydrogen Insight
Campaign group Transport & Environment has called on the European Commission not to allow renewable hydrogen consumed in conventional biofuel refining to count toward the EU's forthcoming e-SAF (synthetic aviation fuel) sub-mandate under ReFuelEU. T&E argues such crediting would let refiners meet obligations without producing genuine RFNBO-based fuels. The position is an advocacy submission, not a Commission decision.
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Industrial Policy · DE · Recharge News
UAE state-backed developer Masdar has agreed investment pacts worth a reported €8bn covering German offshore wind and battery storage assets. The agreements signal continued Gulf sovereign capital flowing into Germany's generation and storage build-out. Deal terms and final investment decisions were not fully detailed in the report.
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Industrial Policy · EU · PV Magazine
The Flemish government plans to reduce support paid to large solar-park operators for generation during hours of negative wholesale prices, a change it estimates will save around €189m. The measure is part of a wider effort to align subsidy design with market signals.
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Batteries · EU · PV Magazine
Sungrow will increase prices for solar inverters and energy-storage products by 5% to 15% from 20 September, its second such rise this year, citing higher raw-material and component costs. The company frames the move as reflecting broader cost pressure across Chinese inverter and storage supply chains.
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Industrial Policy · EU · Ammonia Energy Association
Yara has formally opened a carbon-capture installation at its Sluiskil ammonia plant, with CO2 transport and storage handled through the Northern Lights chain. The project is designed to permanently sequester 800,000 tonnes per year for a contracted period of 15 years.
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Batteries · EU · Electrek
Media coverage reports BYD positioning itself as a front-runner in solid-state battery development, with its first EV using the technology described as close to launch (targeted 2027). The claims originate from company statements and have not been independently verified. Key performance metrics — energy density figures, cycle life, C-rate and cost — are not specified in the coverage.
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Hydrogen · DE · Hydrogen Insight
German power-to-liquids firm Ineratec plans to expand its green hydrogen-to-fuel facility with a dedicated e-SAF production unit. The move extends the site toward synthetic aviation fuel output ahead of ReFuelEU's e-SAF sub-mandate. Output capacity and timeline details were limited in the report.
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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 · 2026-09-15 · €/tCO₂
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85.52 |
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DE Baseload
Day-ahead · €/MWh
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180.07 |
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Gas — THE day-ahead (DE hub)
THE day-ahead, German hub (≈ TTF + 1–3 €/MWh) · EEX via Bundesnetzagentur · 2026-09-11 · €/MWh
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80.41 |
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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