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The rollback of stringent green hydrogen production rules?

On 16 September 2024, German Economy Minister Robert Habeck sent out a letter to the European Commission asking to relax rules for renewable fuels of non-biological origin (RFNBO) production. Postponement of the additionality and hourly requirements was suggested, which although unlikely, if implemented could have a bullish impact on the market as hydrogen producers could be competing with other GO offtakers for the same renewable supply.

Context The European Commission laid out criteria for renewable hydrogen production in the summer of 2023 in the RFNBO Delegated Acts. Because the criteria took the form of a delegated act, they did not follow the ordinary legislative procedure where both...

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