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Wednesday
16 Sep 2026 · Nº 259
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Signal
EU decarbonisation policy is pivoting from mandates to industrial competitiveness, with von der Leyen's State of the Union centring electrification and energy prices while Parliament groups simultaneously press for flexibility on ETS2 and car rules—signalling political appetite to soften climate instruments under cost pressure. Meanwhile, hydrogen's demand story keeps weakening, as BNEF warns FuelEU won't scale green ammonia and methanol before 2035, even as capacity-side support (Stargate's €21m grant, BRICS certification standards) continues to build ahead of the market.
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Industrial Policy · EU · Staffetta Quotidiana
In her State of the Union address, Commission President von der Leyen argued that Europe cannot remain an industrial power with energy prices too high, and called for expanding renewables and nuclear and for electrifying the economy. According to Italian trade press, the speech framed lower energy costs as a precondition for reindustrialisation rather than announcing specific new legislative measures.
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ETS · EU · Staffetta Quotidiana
Ahead of the State of the Union speech, MEPs across groups set out demands on energy and industrial policy, with S&D's Maran urging the Green Deal to strengthen European industry and EPP's Budka arguing electricity must not become a premium good. ETS, ETS2 and vehicle CO2 rules were named as focal points for the coming debate.
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Hydrogen · EU · Hydrogen Insight
A BloombergNEF analysis concludes that demand created by the FuelEU Maritime regulation is unlikely to trigger a major scale-up of green ammonia and methanol production by 2035. The finding rests on BNEF's modelling of shipping fuel demand and cost trajectories, an interested-party forecast rather than an observed outcome.
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Hydrogen · EU · Hydrogen Insight
BRICS members have agreed to work towards shared standards and certification for low-carbon hydrogen, according to Hydrogen Insight. The agreement is a statement of intent to cooperate on methodology; no unified scheme or thresholds have yet been published.
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Industrial Policy · EU · Wind Power Monthly
Ørsted says it has prevailed in a long-running dispute over alleged double taxation of UK offshore wind farms, an outcome the company values at hundreds of millions of euros. The claim of victory comes from Ørsted; the full ruling and any appeal path are not detailed in the source.
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Batteries · EU · PV Magazine
Hithium has presented the ∞Power N4.0MWh, a sodium-ion storage system using a 785Ah cell and claiming a 20,000-cycle life and 30-year design life, with full-scale production planned for 2027. The announcement is a vendor press release; energy density, round-trip efficiency, C-rate and cost per kWh are not disclosed.
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Hydrogen · EU · Hydrogen Insight
Estonia-based Stargate Hydrogen has been awarded a €21m EU grant to expand its electrolyser manufacturing facility, according to Hydrogen Insight. The funding is directed at production capacity for electrolyser stacks rather than a specific hydrogen offtake project.
| RFNBO · Industrial Accelerator Act · Industrial Policy |
Source ↗ |
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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 · 2026-09-16 · €/tCO₂
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83.69 |
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DE Baseload
Day-ahead · €/MWh
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182.34 |
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Gas — THE day-ahead (DE hub)
THE day-ahead, German hub (≈ TTF + 1–3 €/MWh) · EEX via Bundesnetzagentur · 2026-09-15 · €/MWh
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81.29 |
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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