Energy Newsletter

In the first half of 2026, renewable energy reached a share of 57% of German power supply, reaching 70.7% in June. Solar installations fed over 12 TWh of electricity in July – a new record. This demonstrates successful transformation progress, but also sharpens grid stability requirements.

Amprion and TenneT warn that current supply security levels cannot be guaranteed from 2028 in all scenarios. The state massively subsidizes the four TSOs (Amprion, TenneT, 50Hertz, TransnetBW) in 2026 for grid expansion, redispatch, and digitalization. Critical infrastructure risks from sabotage further aggravate the situation.

RWE has completed the acquisition of additional shares in transmission system operator Amprion, raising its indirect stake to 55%. This concentrates control over grid infrastructure and represents strategic intertwining of generation and network management.

TenneT and L&T expand the offshore wind program by 2 GW HVDC capacity to connect wind power plants in the North Sea. This is central to further decarbonization and transport capacity of renewable energy to Southern Germany.

Germany pays the highest electricity prices in Europe at an average of 38.7 cents/kWh (after Ireland). Energy prices rose 8.3% in July 2026 compared to the previous year. Despite record renewable energy shares, grid charges and lack of storage capacity impact end-customer prices.