Tuesday, 13 January 2026

Constitutional Blind Spots in the EU Hydrogen Economy: How Atypical Legal Instruments in the Renewable Energy Directive Challenge Legal Certainty


 


This post was originally published on EU Law Live.

Simon Vanhove*

Photo credit: DLR, CC-BY 3.0

The European Union’s ambition to decarbonise its energy system has elevated renewable hydrogen to a strategic priority. For sectors that cannot easily electrify—such as steelmaking, chemicals, and heavy transport—renewable hydrogen and its derivatives (ammonia, methanol) are widely viewed as indispensable. Yet the Union’s regulatory architecture is characterised by a striking tension: strict supply‑side criteria for renewable fuels of non‑biological origin (RFNBOs) coexist with ambitious demand‑side quotas in the Renewable Energy Directive (RED III). This mismatch is not merely technical.  As the European Court of Auditors’ Special Report 11/2024 noted, the framework is mostly in place. Still, complexity, delays, and weak investment signals threaten the ramp‑up required to meet the targets by the regulatory deadlines. The legal instruments used are not helping to provide legal certainty, either.

Policy Backdrop

Hydrogen entered the Union’s canon with the 2020 Hydrogen Strategy (COM/2020/301). That Communication anchored hydrogen in the European Green Deal’s decarbonisation pathway, prioritising renewable production and mapping a phased scale‑up of electrolysers (6 GW by 2024; 40 GW by 2030). In 2022, Russia’s aggression against Ukraine super‑charged hydrogen’s political salience. The REPowerEU Plan (COM/2022/230) endorsed the now‑familiar twin target of 10 million tonnes of domestic renewable hydrogen and 10 million tonnes of imports by 2030, knitting energy security narratives to decarbonisation. The legal linchpin for hydrogen sits in RED III: binding RFNBO uptake in industry and transport, plus a framework of technical rules that define what qualifies as “renewable” hydrogen.

From Delegated Acts to Q&A Documents

Two 2023 delegated acts do the heavy lifting. Delegated Regulation (EU) 2023/1184 elaborates the ‘additionality’ and spatio‑temporal correlation requirements linking hydrogen electrolysis to renewable electricity. Delegated Regulation (EU) 2023/1185 sets the greenhouse‑gas (GHG) accounting methodology and the 70% savings threshold. To further operationalise intricate RFNBO criteria, the Commission published web‑based Q&A documents, first in September 2023, and again in March 2024. They are explicitly styled as “living tools,” disclaiming binding effect and reserving freedom to argue otherwise before the Court of Justice. Crucially, they are not adopted in a formal procedure, not published in the Official Journal, and earlier versions are not systematically archived for comparison. Matching them with the legal acts listed in Article 288 TFEU is difficult, especially since these documents are clearly not Commission communications, such as the related Guidance on targets for the consumption of RFNBOs of September 2024.

Still, these Q&As influence behaviour, because market actors treat them as signals of how authorities will read compliance. That mix—de facto steering, de jure disclaimers—sits uneasily with transparency and legal certainty. It also tangles with the doctrine of legitimate expectations. The Court protects expectations only where assurances are ‘precise, unconditional and consistent,’ and even then expects recipients to stay ‘prudent and alert,’ as the Court indicated in Falqui v. Parliament (C‑391/21 P, paras 105-106).

Recitals as Implicit Carve-Outs

Legal uncertainty does no stop there. Two recitals of RED III are used as stopgaps in the EU’s hydrogen policy.

‘(62) The Union’s hydrogen strategy, […] recognises the role of existing hydrogen production plants retrofitted to reduce their greenhouse gas emissions in achieving the increased 2030 climate ambition. In light of that strategy, and within the framework of the call for projects organised under the Union’s Innovation Fund […], early movers have taken investment decisions with a view to retrofitting pre-existing hydrogen production facilities based on steam methane reforming technology with the aim of decarbonising hydrogen production. For the purpose of calculating the denominator in the contribution of renewable fuels of non-biological origin used for final energy and non-energy purposes in industry, hydrogen produced in retrofitted production facilities based on steam methane reforming technology for which a Commission decision with a view to the award of a grant under the Innovation Fund has been published before the date of entry into force of this Directive and that achieve an average greenhouse gas reduction of 70 % on an annual basis, should not be taken into account.’

Recital 62 acknowledges early movers: fossil hydrogen plants retrofitted with carbon capture, often with Innovation Fund support. It suggests that hydrogen produced there (meeting a 70% GHG reduction) should be excluded from the denominator when computing industrial RFNBO uptake, significantly relieving pressure on governments to achieve those targets. Thus, pre-existing investments (and subsidies) may be salvaged.

Recital 63, then, recognises the specific challenges in integrated ammonia facilities.

‘(63) Moreover, it should be acknowledged that the replacement of hydrogen produced from the steam methane reforming process might pose specific challenges for certain existing integrated ammonia production facilities. It would necessitate the rebuilding of such production facilities, which would require a substantial effort by Member States depending on their specific national circumstances and the structure of their energy supply.’

In contrast to the preceding recital, this recital does not suggest an approach to accommodate those ‘specific challenges’, let alone any criteria or conditions for support.  A Commission statement recorded in Council minutes upon final voting of the RED III indicates that these facilities could be exempted, essentially on case-by-case discretion of the Commission. Amortisation and final investment decisions may be relevant considerations in that respect. The Commission thus pulls itself up by its own bootstraps, installing an ad hoc grandfathering regime based on a single recital, that, at best, acknowledges economic hardship.

As guardian of the Treaties, the Commission oversees implementation and may adopt delegated or implementing acts where empowered to do so. There is, however, no general executive prerogative to carve out obligations when not duly authorised by the co‑legislators. In the case of recital 62 of RED III, the conditions for exclusion appear only in the preamble – not the provisions of the Directive. A lawful derogation would require an explicit empowerment under Article 290 TFEU and respect for the ‘essential elements’ doctrine. Absent that mandate, guidance cannot rewrite targets by administrative interpretation. The same caution applies to recital 63, where the wording is even more nebulous. If transitional flexibilities are politically necessary, the correct path is to legislate them—be it by amending RED III or by a narrow implementing act where authorised. Anything less is convenient in the short run but comes at the expense of legal certainty and equal treatment.

The politics are intelligible: early investments and hard‑to‑retrofit facilities pose transition dilemmas. The legal technique is more problematic. Recitals have interpretative value; they do not, however, derogate from operative provisions. Nor can unilateral declarations in Council minutes alter the legal nature of a directive. The Court’s long‑standing guidance—famously in Antonissen (C‑292/89, para. 18)—makes clear that such declarations cannot drive interpretation where the text is silent. If the legislator wants exemptions, they belong in the articles. Where there is no legal mandate, it is difficult to argue for Commission discretion at all.

Could Q&A documents or Council statements generate protected expectations? Sometimes—if the assurance is precise, unconditional, consistent, and within the administration’s discretion. Where a Q&A simply explains how the Commission will conduct its own assessments, reliance may be reasonable. However, where it delivers an interpretation of EU law, even inadvertently, the disclaimer and the Court’s interpretive monopoly cut the other way. The question then remains what those Q&A documents bring to the table.

Why This Matters: Climate Governance by Law

Governing through Q&As, recitals, and unilateral declarations may buy flexibility in a fast‑moving technological field, but it blurs lines of accountability and invites uneven implementation across Member States. The better course is to anchor exemptions and obligations in law, with explicit delegations, consultation, impact assessment, and judicial review. That path is slower. It is also the one most likely to reassure investors, safeguard equal treatment, and maintain the rule of law as the green transition’s backbone rather than its afterthought.

The EU’s hydrogen economy will not be built by ambition alone. It requires a legally coherent framework that reconciles tight production rules with credible uptake trajectories, robust certification, bankable support schemes, and predictable enforcement. The toolkit already exists: RED III sets the targets and the 2023 delegated acts define what counts as renewable. Ultimately, legality depends on the separation of instruments: laws in the articles; context in the recitals; implementation via empowered acts; explanation in guidance; and politics in press lines.

*Dr. Simon Vanhove is a postdoctoral researcher in energy law at Tilburg University, where he is affiliated with both the Law School’s department on Technology, Law and Society (TILT) and the Academic Collaborative Centre on Energy and Climate. He acknowledges funding of the Belgian federal Ministry of economic affairs under the Energy Transition Fund’s project MuSe (Molecules at Sea) 2023-2025.   

 

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