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Thursday
01 Oct 2026 · Nº 274
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Signal
Both the EU and China are converging on 2030 as the inflection point for battery sovereignty, but China's five-year plan explicitly backs next-gen sodium-ion and solid-state chemistries while Europe focuses on localizing cell production under 'Made-in-EU' content rules. The hydrogen buildout tells a harder story—Spain is fast-tracking 234 km of pipeline infrastructure even as Stegra's 740 MW green steel project signals that downstream green hydrogen projects still can't close their capital gaps.
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Industrial Accelerator Act · EU · CleanTechnica
A new analysis cited by CleanTechnica concludes that domestically produced battery cells and cathodes would be available in sufficient volumes by 2030 to support Made-in-EU content requirements under the Industrial Accelerator Act's scope. The piece frames such requirements as a way to anchor cell demand and lock in investment in midstream manufacturing. The claim rests on an industry-aligned feasibility study, not an adopted legal text.
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Industrial Policy · EU · PV Magazine
According to PV Magazine, China's latest five-year battery plan targets lithium cells capable of 15,000 cycles by 2030 and expands state backing for sodium-ion, flow and other emerging storage chemistries. The plan is a national policy direction rather than a set of commercialised products.
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Hydrogen · ES · Hydrogen Insight
Hydrogen Insight reports that Spain plans to accelerate permitting and construction of an initial 234 km segment of its national hydrogen backbone to unlock green hydrogen investment decisions. The figure and scope are as described by the Spanish government; downstream project FIDs are not yet confirmed.
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RED III/IV · DE · Recharge News
Recharge News reports that Germany's wind industry association is routing its lobbying around the federal energy ministry as it contests the direction of renewables reform. The report characterises an intra-government conflict over the shape of the reform; the specific legislative outcome is not settled.
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Hydrogen · EU · Hydrogen Insight
Hydrogen Insight reports that Stegra requires further capital to finish its 740 MW green-hydrogen-based steelmaking project. The funding gap is stated by the company; the amount outstanding and timeline to close it are not specified in the report.
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Batteries · ES · PV Magazine
PV Magazine reports that a Spanish-developed iron-lead flow battery, using a single electrolyte loop and a fluorine-free membrane, has been validated for 10,000 cycles, with kilowatt-scale modules named as the next step. This is a research-stage result from a single lab; the report highlights cycle life and critical-raw-material avoidance.
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Batteries · EU · batterynews.de
batterynews.de reports that Refinyx, a Swedish company founded by executives of Northvolt's former Revolt recycling arm, is launching with recycling technology from the defunct business and a first larger customer in the US, backed by an investment firm. The details are as stated by the company at launch.
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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 · 2026-10-01 · €/tCO₂
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84.70 |
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DE Baseload
Day-ahead · €/MWh
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195.18 |
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Gas — THE day-ahead (DE hub)
THE day-ahead, German hub (≈ TTF + 1–3 €/MWh) · EEX via Bundesnetzagentur · 2026-09-30 · €/MWh
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73.73 |
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. |
