20 Aug 2026 · Nº 232
Signal
Germany’s dual push to shift offshore wind to CfDs and reform its grids package is drawing coordinated pushback from both industry (offshore wind body) and labor (IG Metall), signaling that policy design risks—not capital—are now the binding constraint on deployment and jobs. Meanwhile, hydrogen bifurcates sharply ahead of RFNBO mandates: Plug Power’s abandoned 100MW Belgian project and Sunfire’s BASF pilot show speculative capacity retreating while demand-anchored, industrial-offtake plays advance.
Industrial Policy · DE · Wind Power Monthly
The German offshore wind association BWO has proposed adjustments to the country’s planned transition to contracts for difference (CfDs), warning of what it describes as substantial risk in the current design. The proposals concern how the CfD mechanism would be structured for future offshore tenders.
Grids Package · DE · Wind Power Monthly
Germany’s largest trade union, IG Metall, has warned that current proposals affecting wind power and grid expansion could threaten industrial employment. The union’s intervention concerns planned changes to the policy framework for network build-out and wind deployment.
Industrial Policy · ES · Wind Power Monthly
Spain has launched Repoten 2, a state subsidy programme reported to allocate close to €500 million to accelerate wind repowering, with an added focus on co-located battery storage. The scheme targets the country’s ageing onshore wind fleet.
Hydrogen · DE · Hydrogen Insight
German industrial gas firm Tyczka has purchased a green hydrogen production and refuelling site in Germany, citing anticipated domestic RFNBO mandates. The acquisition is positioned in relation to upcoming national consumption requirements for renewable fuels of non-biological origin.
Hydrogen · EU · Hydrogen Insight
Plug Power has dropped plans for a 100MW green hydrogen production project in Belgium, according to Hydrogen Insight. The report describes the cancellation of a previously announced European electrolysis project.
Hydrogen · DE · Hydrogen Insight
German manufacturer Sunfire has started construction of a solid-oxide electrolyser (SOEC) pilot project for BASF. The high-temperature system is intended to demonstrate electrolysis integrated with industrial process heat at a chemical site.
Batteries · EU · Charged EVs
Molicel has introduced its INR-21700-P70X cylindrical cell, marketed as bridging the performance gap between lithium-ion batteries and supercapacitors — implying a focus on very high power density and discharge rate (C-rate). This is a manufacturer product announcement; independently verified performance figures were not provided in the source.
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 EU Allowance · €/tCO₂ |
82.17 |
|
DE Baseload Day-ahead · €/MWh |
148.22 |
|
TTF Natural Gas Front-month · €/MWh |
60.80 |
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AI-assisted briefing for informational purposes only. Not investment, legal, or regulatory advice. No liability assumed. Views are the author’s own.
