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Thursday
17 Sep 2026 · Nº 260
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Signal
Corporate demand and industrial policy are converging on green steel and batteries as the credible near-term decarbonization plays—Google's 91,000-tonne green steel certificate purchase and Salzgitter's solar-plus-storage PPA show buyers moving on abatement that pencils out today. Hydrogen, by contrast, faces mounting scrutiny, with Spain openly questioning the economics of the EU's 2030 refuelling build-out even as a $735m South African e-SAF FID bets on the niche where hydrogen has fewer substitutes.
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GHG Protocol · SE · Hydrogen Insight
Google has agreed to purchase environmental attribute certificates covering up to 91,000 tonnes of green steel produced via hydrogen direct reduction from Swedish producer Stegra (formerly H2 Green Steel), according to Hydrogen Insight. The arrangement is a book-and-claim style purchase of the emissions benefit rather than physical steel offtake.
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Hydrogen · ES · Hydrogen Insight
Spain has publicly raised doubts about the economic viability of the EU-mandated roll-out of hydrogen refuelling infrastructure as the 2030 AFIR deadline approaches, according to Hydrogen Insight. The concerns centre on weak demand and the cost of stations required along the TEN-T network.
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Industrial Policy · DE · Energy Storage News
Developer Zelestra and steelmaker Salzgitter Flachstahl have signed a power purchase agreement for a new solar-plus-storage portfolio in Germany to supply the company's steel production, according to Energy-Storage.news. The deal pairs solar generation with battery storage to firm renewable supply for an industrial offtaker.
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Industrial Policy · CN · PV Magazine
China has designated perovskite solar cells and next-generation batteries as strategic priorities in its 2026-30 industrial roadmap, according to PV Magazine. The plan also calls for tighter oversight of manufacturing capacity and price competition in these sectors.
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Batteries · EU · CleanTechnica
A strategy paper covered by CleanTechnica argues that batteries underpin Europe's future energy system, industrial base and defence readiness, noting that the bloc is embedding storage across systems at record pace while producing almost none of the key inputs and relying heavily on public subsidy. The paper frames the input-dependency gap as a strategic vulnerability.
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Batteries · DE · batterynews.de
CATL presented its TECTRANS II modular battery platform for electric commercial vehicles at IAA Transportation 2026 in Hannover, according to battery-news.de. The company states the system can cover multiple vehicle classes, cites up to 1,000 km range and a design service life of 1.5 million km. PRESS-RELEASE CLAIM: these figures are manufacturer statements from a product launch and are not independently verified.
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RFNBO · ZA · Hydrogen Insight
A final investment decision has been taken on the $735m first phase of a green hydrogen-based e-SAF (synthetic aviation fuel) project in South Africa, according to Hydrogen Insight. The project would produce sustainable aviation fuel from renewable hydrogen.
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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 · 2026-09-17 · €/tCO₂
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84.08 |
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DE Baseload
Day-ahead · €/MWh
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142.89 |
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Gas — THE day-ahead (DE hub)
THE day-ahead, German hub (≈ TTF + 1–3 €/MWh) · EEX via Bundesnetzagentur · 2026-09-16 · €/MWh
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78.83 |
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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