Energy Newsletter

In the first half of 2026, renewable energies reach 59.1% of electricity generation, with wind remaining the strongest source ahead of coal. Current daily assessments show a 63.3% renewable share with CO₂ emissions of 418g/kWh. This accelerated expansion stabilizes the energy transition despite volatility and positions Germany as an exporter rather than importer.

The four German TSOs announce preliminary network charges for 2027 at 3.54 ct/kWh, representing an increase of over 20%. Despite planned federal subsidies, household and industrial electricity prices will rise significantly. Higher network costs strain industrial competitiveness and affect end consumers in the EU's most expensive country (38.7 ct/kWh).

DEME has installed the last monopile for Vattenfall's 980 MW Nordlicht I – Germany's largest offshore wind project. In parallel, Vattenfall is supplying a 285 MW battery storage portfolio for grid stabilization. These megaprojects demonstrate the transition from subsidies to profitable large-scale installations and secure baseload capacities.

With large-scale storage units coming online in 2027 and 2028, forecasters expect over 75% renewable share by end of 2028. These storage capacities resolve central volatility issues and enable higher renewable shares without blackout risk. A strategic turning point for grid stability and planning security.

RWE increases its stake in transmission system operator Amprion and becomes a key player in Germany's critical grid infrastructure. This intensifies market concentration among the four TSOs and raises questions about ownership structures in systemically critical infrastructure. Political control over energy supply comes under pressure.