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Tuesday, 04 February 2026 Undercurrent Briefing · No. 1,847

Lead story · Energy & climate

DESNZ quietly widens the scope of its hydrogen revenue allocation — three days before the consultation closes.

A late-stage draft seen by Undercurrent adds industrial heat users to the HAR allocation framework, a move that resizes the addressable market for the North West and Teesside clusters and pulls forward capex decisions for two of the shortlisted producers.

Published 07:00 BST · 5 min read
A quiet Whitehall corridor at dawn, photographed in duotone navy and parchment.
Whitehall, 06:42 GMT — where most of today's regulatory stories actually began.

The 2024 ledger

How much of the UK policy surface the desk actually reads, every week.

A year's worth of tracking across Westminster, Whitehall and the regulators — recorded by the Undercurrent editorial team between 1 January and 31 December 2024.

  1. 2,800+ Live UK consultations, statutory instruments and CMA cases tracked in 2024.
  2. 19d Average lead time over mainstream UK business press on regulatory-driven sector stories (2024 Kingfisher Audit).
  3. 4,200+ Subscribers across 38 countries, as of January 2026.
  4. 3.4× Increase in live regulatory matters tracked year-on-year, 2023 → 2024.

Source: Undercurrent UK internal ledger, audited January 2025 by Kingfisher Compliance Services.

Today's issue · 04 February 2026

Six other stories in this morning's briefing.

  1. 06:12
    Financial services

    FCA Consumer Duty review opens with an unexpected ask on motor finance redress templates.

    The call for input, due 11 May, signals a narrower scope than the trade press had assumed.

    4 min
  2. 06:24
    Competition

    CMA signals a Phase 2 referral path on the Microsoft–OpenAI cloud distribution arrangement.

    A non-public letter, leaked to Undercurrent, narrows the remedies under consideration.

    6 min
  3. 06:33
    Energy & climate

    Ofgem publishes a quiet corrigendum on the RIIO-T3 cost of equity annex.

    Three lines changed, two of them materially so for transmission owners.

    3 min
  4. 06:41
    Telecoms

    DSIT confirms a 12-week consultation on the Online Safety Act's categorisation thresholds.

    The threshold review had been pencilled in for Q3; it has been pulled forward.

    5 min

How the desk is built

Fourteen people, every working day, reading the long tail of UK policy.

Undercurrent is not an algorithmic scrape of gov.uk. It is a 14-person editorial desk of former civil servants, special advisers and FCA, Ofcom and Ofgem analysts, supported by six engineers. Every story is hand-curated, dated and signed.

  1. 01

    Ingest

    Each morning, the desk pulls 1,200+ new documents — consultations, draft statutory instruments, regulator letters, procurement notices, and second-reading speeches.

  2. 02

    Triage

    A duty editor triages every document against the team's standing sector coverage list. Roughly 8% clear the bar for the morning briefing; the rest are filed or discarded.

  3. 03

    Verify

    Two senior editors cross-check each lead against at least one named primary source inside the relevant department, agency or firm before publication.

  4. 04

    Publish

    The Undercurrent Briefing lands at 07:00 BST. By 07:04, sector leads have flagged the items that need a follow-up note, an institutional client call, or a chart.

Independent verification

19 days is the average distance Undercurrent sits ahead of the mainstream UK business press on regulatory-driven sector stories, per an independent 2024 audit of 240 sampled pieces across the FT, the Times, the Telegraph and Bloomberg UK.

— Kingfisher Compliance Services, 2024 Audit of UK Specialist Policy Publications

Audit sample: 240 stories, 1 January – 31 December 2024. Full methodology available on request to institutional subscribers.

Institutional clients

Sixty desks read it before the rest of the market does.

The Undercurrent briefing is delivered each morning, by email and via API, to 60+ institutional clients across asset management, law, trade associations and the civil service. A selection, with permission:

  • Schroders — fixed income and ESG desks
  • Linklaters — regulatory and competition groups
  • Confederation of British Industry (CBI)
  • Federation of Small Businesses
  • Federated Hermes — EOS stewardship team
  • Allen & Overy — financial services regulatory
  • Association of British Insurers
  • UK Finance — capital markets and prudential policy
Talk to the institutional team

Editorial credentials

Recognised by the trade, audited by outsiders.

Best Specialist B2B Publication, UK
British Society of Magazine Editors Awards, 2024.
#1 UK policy intelligence product
Public Policy Forum, 2023 Members' Survey — ahead of Reuters Regulatory Intelligence and Politico Pro.
Founded in Whitehall, 2017
By Eleanor Whitcombe (former Special Adviser, BEIS) and two co-founders drawn from the Bank of England and HM Treasury.
Backed by
£4.2m seed round led by LocalGlobe (2020); £3m Series A led by Molten Ventures (2022).