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Monday
21 Sep 2026 · Nº 264
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Signal
The green hydrogen narrative is deflating across Europe simultaneously—Italy slashing De Nora's gigafactory subsidy, the Dutch government admitting its forecasts were too optimistic, and Masdar exiting yet another project—as capital and policy confidence drain from the sector. Meanwhile batteries and grid-storage are consolidating as the pragmatic winners, with Fluence-Eve's 206 GWh framework and Fraunhofer showing storage could unlock 150 GW of additional PV at existing German substations without new grid buildout.
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Grids Package · FI · PV Magazine
The Finnish government has put forward a proposal to prioritise electricity network connections in regions where grid capacity is scarce, according to PV Magazine. The measure is designed to steer large consumers and standalone storage toward less congested parts of the network.
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Hydrogen · IT · Hydrogen Insight
Hydrogen Insight reports that the Italian government has reduced the public subsidy allocated to De Nora's planned electrolyser gigafactory. The report attributes the cut to a single source and does not specify a revised deployment timeline confirmed by the company.
| Industrial Policy · Industrial Accelerator Act |
Source ↗ |
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Hydrogen · NL · Hydrogen Insight
According to Hydrogen Insight, the Dutch government has acknowledged that the green hydrogen production outlook in its previous energy plan overestimated likely deployment. The admission points to a downward revision of national expectations rather than a specific new target.
| RFNBO · RED III/IV · Industrial Policy |
Source ↗ |
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Batteries · EU · Energy Storage News
Energy Storage News reports that system integrator Fluence and cell maker Eve Energy have agreed a framework covering 206 GWh of battery supply between 2027 and 2031. The publication describes it as among the largest such agreements announced to date.
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Grids Package · DE · PV Magazine
A Fraunhofer IEE study cited by PV Magazine estimates that co-located battery storage could enable roughly 150 GW of additional PV to connect at 1,313 rural substations in Germany. The researchers find that absorbing generation peaks would raise transformer utilisation while holding average PV curtailment near 1%.
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Batteries · EU · Charged EVs
Charged EVs reports that ProLogium has started mass production of its Gen 3.5 all-solid-state lithium-ceramic cell. The item is based on the company's own announcement and does not provide independently verified data on energy density, C-rate, cycle life or cost, nor a stated pack-level cost per kWh.
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Hydrogen · EU · Hydrogen Insight
Hydrogen Insight reports that Masdar has withdrawn from a further large European green hydrogen project, following an earlier exit. The report does not detail the financial terms or the project's revised ownership.
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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 · 2026-09-21 · €/tCO₂
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86.41 |
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DE Baseload
Day-ahead · €/MWh
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96.60 |
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Gas — THE day-ahead (DE hub)
THE day-ahead, German hub (≈ TTF + 1–3 €/MWh) · EEX via Bundesnetzagentur · 2026-09-18 · €/MWh
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80.01 |
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. |
