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Energy Newsletter

March 21, 2026 · 07:33 Uhr

1

Gas prices in Germany skyrocket – 6x more expensive than in USA

@Schuldensuehner (X, 6.776 Likes), r/EU_Economics (Reddit 65 Punkte), Euronews

Spot gas prices in Germany have risen above €60/MWh – approximately 6x higher than in the USA. This drives electricity prices up and threatens the competitiveness of German industry. The price increase from €28.16/MWh (Jan 2026) to €69.10/MWh (Mar 2026) signals critical supply gaps.

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2

Power grid 2026 overloaded – Bundesnetzagentur warns of blackout risks

@heisenbergs696 (X, 250 Likes), Bundesnetzagentur Report, FAZ Wirtschaft

The Bundesnetzagentur confirms in current report: Grid capacities are completely exhausted, power plants lack competitiveness, power grid partially overloaded. Amprion CEO warns: 'We are sold out' – power grid cannot connect any new generators. Hell brise risks and blackout danger are growing.

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3

E.ON invests €57 billion in grid expansion through 2030

Reuters, @42tw1tter1sd3ad (X, 944 Likes), E.ON Pressemitteilung

E.ON nearly doubles its investments to €57 billion (2026–2030) compared to €43 billion (2024–2028) for grid modernization. Criticism: 75% of grid problems are attributable to E.ON according to analysts; the company profits from regulation instead of solving structural problems. Massive transfers to large corporations while small-to-medium enterprises suffer.

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4

Electricity prices doubled – energy transition costs households massively

@dale_wen (X, 1.002 Likes), @max_maerkl (X, 3.628 Likes), Wechselpilot

Household electricity prices have risen from €0.14–0.16/kWh to €0.3835/kWh – doubling after over €500 billion in subsidies. Industrial prices rose from €0.08 to €0.15–0.25/kWh. KWKG surcharge increases by 61% in 2026. Germany pays Europe's highest energy prices without corresponding supply security.

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5

Network Development Plan 2037/2045: TSOs call for power system overhaul

Amprion, Windkraft-Journal, Bundesnetzagentur

The four transmission system operators (50Hertz, Amprion, TenneT, TransnetBW) submit new NEP draft with drastic scenarios through 2045. Amprion demands: Green power generators should co-finance grid expansion. New grid connection procedure announced – indicates system overload and planning crisis.

Situation Report

Germany faces a multiple energy supply crisis: Gas prices are historically high and 6x more expensive than in the USA, while grid infrastructure reaches its limits in 2026 and blackout risks grow. The energy transition has doubled electricity prices without guaranteeing supply security – households and industry bear massive cost burdens. Large corporations such as E.ON profit from regulations while structural problems remain unsolved. From a security policy perspective, this means: Germany's energy autonomy is weakened, dependencies on gas imports remain critical, and lack of grid capacity blocks further renewable expansion – a vicious cycle that threatens economic competitiveness and geopolitical scope for action.

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