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Thursday
24 Sep 2026 · Nº 267
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Signal
Europe is pivoting from headline targets to the hard mechanics of delivery, with Germany-Austria-Luxembourg's joint double-sided e-SAF auction and Spain's 11 GW grid allocation showing how member states are building the concrete demand-and-connection infrastructure behind RFNBO ambitions. Yet the friction is equally visible—developers are slamming Germany's two-stage offshore wind design and the Battery Passport is being reframed as an "evolving" tool rather than a fixed deliverable—signaling that implementation certainty, not policy ambition, is now the industry's central concern.
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RFNBO · DE · Hydrogen Insight
According to Hydrogen Insight, the three governments have unveiled a joint auction mechanism that matches buyers and sellers of e-kerosene (synthetic aviation fuel) on both sides of the market. The scheme is designed to bridge the gap between production costs and what airlines are willing to pay ahead of the ReFuelEU sub-quota for synthetic aviation fuel.
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RED III/IV · EU · Hydrogen Insight
Hydrogen Insight reports that industry groups are pressing the Commission not to weaken the RED III renewable fuel of non-biological origin (RFNBO) targets for industry and transport, warning that dilution would undermine years of regulatory work. The call comes amid a wider debate over softening decarbonisation mandates.
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Grids Package · ES · PV Magazine
PV Magazine reports that Spain plans to open up to 11 GW of grid connection capacity for renewable energy and storage projects, including a dedicated tender for the Guardo and Velilla sites that has drawn interest from pumped-hydro developers. The allocation targets locations tied to former coal plant sites.
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Industrial Policy · DE · Wind Power Monthly
At WindEnergy Hamburg 2026, developers described Germany's proposed two-stage offshore wind auction model as 'useless' and 'dangerous', according to Wind Power Monthly. Separately, Siemens Gamesa's offshore chief warned that factory utilisation is under pressure from the lack of German final investment decisions.
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Batteries · EU · Energy Storage News
Speaking at the Battery & Energy Storage Tech Expo in Barcelona, a Digital Product Passport provider told Energy-Storage.news that the EU Battery Passport under the Batteries Regulation should be understood as an evolving system rather than a one-off document. The comments concern implementation expectations ahead of the passport's phased obligations; they reflect one industry vendor's view.
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Hydrogen · ES · Hydrogen Insight
Hydrogen Insight reports that the Spanish government will evaluate the first four pipeline segments of its planned national hydrogen network, an early step toward the backbone that would connect production hubs to demand and to the wider European Hydrogen Backbone.
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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 · 2026-09-24 · €/tCO₂
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86.05 |
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DE Baseload
Day-ahead · €/MWh
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138.12 |
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Gas — THE day-ahead (DE hub)
THE day-ahead, German hub (≈ TTF + 1–3 €/MWh) · EEX via Bundesnetzagentur · 2026-09-23 · €/MWh
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73.29 |
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. |
