|
|
Monday
28 Sep 2026 · Nº 271
|
|
Signal
The Commission is wielding infringement proceedings on two fronts simultaneously—18 member states over RED III/IV energy-sharing rules and all but one over the low-carbon hydrogen directive—signaling that transposition delays have exhausted Brussels' patience across the clean energy framework. This enforcement push contrasts with member-state-level acceleration on the ground, from Italy's tenfold-scale MACSE premium cap of €27,000/MWh/year to Germany's €200m e-fuels grants, exposing a widening gap between EU legal mandates and national implementation speed.
|
RED III/IV · EU · PV Magazine
The European Commission has begun infringement proceedings against two-thirds of EU member states for failing to implement the right for consumers to share renewable electricity across the grid, a requirement under the revised Electricity Market Directive, according to PV Magazine. The affected states have not enacted the necessary national provisions within the transposition deadline.
|
Hydrogen · EU · Hydrogen Insight
The European Commission has launched infringement proceedings against every member state except one for failing to transpose the directive setting rules for low-carbon hydrogen, according to Hydrogen Insight. Separate Italian reporting names Italy as the only country to have transposed the green-gases directive.
|
Batteries · IT · PV Magazine
Italy's energy regulator Arera has set the premium cap for the MACSE storage capacity auction at €27,000/MWh per year, up from the €22,000/MWh proposed in July, citing higher benchmark investment costs, according to PV Magazine. The premium is fixed for 15 years, and developers must weigh it against merchant revenue potential.
|
Hydrogen · DE · Hydrogen Insight
Germany has unveiled a funding programme worth more than €200m for clean hydrogen-based e-fuel technologies, according to Hydrogen Insight. The measure targets synthetic fuel production pathways built on renewable hydrogen.
|
Industrial Accelerator Act · EU · PV Magazine
Proposed amendments to the EU's Cybersecurity Act would move the assessment of 'high-risk' suppliers away from a country-based approach toward evaluations of individual companies, PV Magazine reports. The change could reshape how restrictions on solar inverter vendors are applied, though specific suppliers and measures have not been finalised.
|
Batteries · DE · batterynews.de
Mercedes-Benz and ProLogium have signed an agreement giving the carmaker preferential access to test ProLogium's next-generation 'Gen4' cells, which the supplier describes as a lithium-ceramic battery combining properties of solid-state technology, according to batterynews.de. The claims originate from the supplier and no independently verified performance data — energy density, C-rate, cycle life or cost — is provided in the report.
|
Industrial Policy · EU · Staffetta Quotidiana
In a letter to ministers seen by Politico and reported by Staffetta Quotidiana, Energy Commissioner Jørgensen has called on member states to reduce electricity and gas consumption. EU energy ministers meet informally in Dublin on 28–29 September to discuss energy affordability.
|
|
The morning board
|
Ammonia · unabated fossil
Conventional SMR · $/t NWE
|
688.25 |
|
Ammonia · low-carbon
SMR + CCS · $/t NWE
|
738.92 |
|
Ammonia · RFNBO
Renewable electrolysis · $/t NWE
|
839.16 |
|
EUA
EEX primary auction · 2026-09-28 · €/tCO₂
|
85.90 |
|
DE Baseload
Day-ahead · €/MWh
|
195.40 |
|
Gas — THE day-ahead (DE hub) · last print 4 d old
THE day-ahead, German hub (≈ TTF + 1–3 €/MWh) · EEX via Bundesnetzagentur · 2026-09-24 · €/MWh
|
76.47 |
Sources: Argus · SMARD.de · EEX · Bundesnetzagentur · IMF · Full board → |
Stay ahead of the rewiring.
Markets, Politics, the RFNBO simulator and the full archive.
|
|
Rewire.
Markets · Politics · RFNBO
|
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. |
