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Wednesday
23 Sep 2026 · Nº 266
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Signal
Europe's decarbonisation capital is flowing decisively toward proven demand-side and storage plays—Germany's Carbon Contracts for Difference auction blew past its €5bn budget, CATL began cell production in Hungary, and RWE and Giga Storage pushed gigawatt-hour battery projects—while hydrogen faces a credibility crisis over a contested leaked Commission document. The contrast is stark: batteries and industrial CfDs are attracting oversubscribed money and physical buildout, whereas the hydrogen sector is still fighting over regulatory definitions and public messaging.
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Industrial Policy · DE · Hydrogen Insight
According to Hydrogen Insight, Germany's most recent Klimaschutzverträge (Carbon Contracts for Difference) auction attracted bids exceeding the roughly €5bn allocated for the round. The scheme pays industrial operators the difference between conventional and low-carbon production costs to support decarbonisation of processes including hydrogen use.
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Hydrogen · EU · Hydrogen Insight
In an interview with Hydrogen Insight, an industry representative called on the European Commission to formally repudiate a leaked document that, they argue, is damaging confidence in the EU hydrogen market. The nature and status of the leaked document, and the Commission's position on it, are not independently confirmed in the report.
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Batteries · DE · batterynews.de
batterynews.de reports that CATL started trial cell production at its Debrecen site in Hungary on 22 September 2026, with two lines entering pilot operation. The plant is designed for an eventual annual capacity of 100 GWh; the company notes this does not yet mark the start of series production.
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Batteries · EU · Energy Storage News
Energy Storage News reports RWE has taken a final investment decision on a 400MW/1.1GWh battery system in the Netherlands, while Giga Storage has begun construction of its 2.8GWh Green Turtle project in Belgium. Both moves add large-scale storage capacity to the Benelux grid.
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RFNBO · FR · Hydrogen Insight
Hydrogen Insight reports that a French green hydrogen developer has agreed to supply synthetic aviation fuel (e-SAF) to Kuwait's state-owned jet fuel business. Volumes, timelines and pricing terms are not detailed in the report.
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Industrial Policy · DE · Recharge News
Recharge News reports that Ørsted's chief executive has intervened in a German debate, arguing that around 16GW of offshore wind sites developers no longer want should be re-tendered to unblock the project pipeline. The comments come amid wider controversy over Germany's offshore auction design.
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Industrial Policy · EU · E3G
The think tank E3G has released its 2025 Steel Policy Scorecard, assessing how leading steel-producing jurisdictions are advancing low-carbon steel policy. The publication frames the state of national frameworks supporting the sector's transition.
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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 · 2026-09-22 · €/tCO₂
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85.53 |
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DE Baseload
Day-ahead · €/MWh
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180.68 |
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Gas — THE day-ahead (DE hub)
THE day-ahead, German hub (≈ TTF + 1–3 €/MWh) · EEX via Bundesnetzagentur · 2026-09-22 · €/MWh
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74.75 |
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. |
