Arveum Capital PartnersCapital Partners

Energy Newsletter

June 27, 2026 · 06:30 Uhr

1

Renewable energies exceed 50% mark in German electricity mix

Statistisches Bundesamt, Fraunhofer ISE, NDR

In the first quarter of 2026, more than half of German electricity generation came from renewable sources for the first time – a historic turning point in the energy transition. Wind power and solar energy increased significantly, while conventional energy sources declined by 1.8%. Germany became a net exporter again, underscoring the competitiveness of the energy industry.

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2

Electricity prices fall by 6.7%, grid bottlenecks remain critical

EnergyPrices.net, Euronews, Reuters

German electricity prices are declining by 6.7% in 2026 due to falling generation costs and growing renewable share; industrial subsidies are taking effect. At the same time, massive grid connection bottlenecks are emerging – from 2026, a new maturity level procedure from the four transmission system operators will take effect to manage waiting lists for grid connections.

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3

RWE acquires Amprion – strategic realignment of networks

WirtschaftsWoche, Sunshine Energy

RWE CEO Markus Krebber is pursuing vertical integration with the acquisition of Amprion: electricity generation + grid infrastructure under one roof. Amprion remains the only TSO without state involvement, while TenneT, 50Hertz, and TransnetBW are partially controlled by the federal government – signaling a strategic shift toward critical infrastructure control.

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4

Offshore wind expansion 2026: Major projects from RWE, Vattenfall, EnBW

EnergyPrices.net, RWE

New tender rounds for offshore wind in the North Sea and Baltic Sea start in 2026; RWE, Vattenfall, and EnBW are preparing major projects. Markus Krebber emphasizes increased electricity demand from electrification and AI data centers – investment framework will be decisive for decarbonization targets.

5

Superconducting current limiters: CURL380 project protects high-voltage networks

pv magazine Deutschland, 50komma2

KIT, Siemens Energy, and all four transmission system operators (50Hertz, Amprion, TenneT, TransnetBW) are jointly developing superconducting current limiters for grid stability. The technology is intended to regulate short-circuit currents during volatile renewable fluctuations – essential for grid robustness at >50% wind/solar share.

Situation Report

Germany is reaching a transformative milestone in 2026: renewable energies exceed the 50% mark of electricity generation for the first time, while electricity prices fall by 6.7% and the country becomes a net exporter. Simultaneously, critical infrastructure concentrations are emerging – RWE acquires transmission system operator Amprion, while TenneT, 50Hertz, and TransnetBW come under state control. The four TSOs are responding to massive grid connection bottlenecks with new maturity level procedures and innovative stabilization technologies. Strategically, this documents a shift of critical energy infrastructure toward political and corporate centralized control to secure the energy transition under conditions of high renewable volatility.

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