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Friday
18 Sep 2026 · Nº 261
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Signal
Europe's hydrogen ambitions face a policy-versus-momentum split—a leaked RED IV draft widening the biofuels pathway undercuts demand certainty just as Moeve breaks ground on a 2 GW green hydrogen complex and Hysata secures backing for ultra-efficient electrolysers. Meanwhile, industrial policy is increasingly conditioning growth on grid and supply-side buildout, from SMA's 60 GW inverter plant to Spain tying new data centre approvals directly to fresh renewable capacity.
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RED III/IV · EU · El Periódico de la Energía
According to a leaked draft reported by El Periódico de la Energía, the European Commission's forthcoming revision of the Renewable Energy Directive would leave more space for biofuels while offering weaker guarantees for renewable hydrogen (RFNBO). The report rests on an unconfirmed draft and no final text has been published; targets and definitions may still change before adoption.
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Hydrogen · ES · Hydrogen Insight
Moeve has started construction of its Andalusian Green Hydrogen Valley, a project it puts at around €3 billion with up to 2 GW of electrolyser capacity split between hubs in Huelva and Cádiz. The company states annual output could reach up to 300,000 tonnes of renewable hydrogen for industrial use; these are project targets, not delivered figures.
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Industrial Policy · DE · PV Magazine
SMA has inaugurated a highly automated inverter plant near Kassel, Germany, with stated annual capacity above 60 GW. The facility is to produce utility-scale inverters and modular conversion systems for PV, battery storage, hybrid and power-to-gas applications, according to PV Magazine.
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Batteries · EU · Energy Storage News
At a product launch, Hithium presented a new sodium-ion cell and storage system line, claiming a 20,000-cycle life and a 30-year expected operational lifetime, per Energy Storage News. These are manufacturer claims from a launch event; the source reports no independently verified energy density, cost per kWh, C-rate, TRL or commercial delivery date.
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Industrial Policy · ES · El Periódico de la Energía
Prime Minister Sánchez has defended regulating data centres and linking their construction to new renewable generation, according to El Periódico de la Energía. A separate report identifies an hour-by-hour 80% renewable-supply requirement as a point of contention between the government and data-centre operators; the measures are proposals under discussion, not adopted law.
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Grids Package · FR · CRE Délibérations
France's energy regulator CRE issued two deliberations dated 10 September 2026 approving the connection-agreement template and the request-handling procedure for the offshore projects in the PPE3 group under tender no. 1/2026, connecting to the public transmission grid. The decisions set the administrative framework for linking those offshore wind projects to RTE's network.
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Hydrogen · EU · Hydrogen Insight
Electrolyser developer Hysata has secured government funding to build a manufacturing line for its capillary-fed electrolyser technology, which the company markets on high energy efficiency, according to Hydrogen Insight. The report does not confirm independently verified efficiency figures at production scale or a firm commercial output timeline.
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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 · 2026-09-18 · €/tCO₂
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85.66 |
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DE Baseload
Day-ahead · €/MWh
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120.53 |
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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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The summaries in this briefing are generated by an AI system (Art. 50 of Regulation (EU) 2024/1689). Rewire. · Tobias Janning · Rahlstedter Straße 171 · 22143 Hamburg · Legal notice & privacy. You can unsubscribe at any time with the link at the very bottom of this e-mail. For informational purposes only. Not investment, legal, or regulatory advice. No liability assumed. Views are the author's own. |
