CBAM and the Western Balkans: The new border tax reshaping electricity trade
The EU’s Carbon Border Adjustment Mechanism is often discussed as climate policy. In the Western Balkans, it is also becoming
Batteries become the new power asset in South East Europe
For the first wave of renewables in South East Europe, the main investment question was simple: where can we build
Negative power prices reach the Balkans: What SEEPEX is telling the market
Negative electricity prices have arrived in Serbia. That may sound like a technical exchange update, but it is much more
The solar shock: How PV is rewriting price formation in South East Europe
Solar power is no longer a marginal technology in European electricity markets. It is now one of the main forces
South East Europe power markets: From shortage crisis to flexibility crisis
South East Europe’s electricity market is entering a new phase. The region is no longer defined only by the aftershocks
Electricity becomes the new CBAM battleground for industrial buyers
For years, electricity procurement in Southeast Europe and neighbouring export markets was mostly a question of price, volume, tenor and
Balkan power markets are entering a new investment cycle built around flexibility
The Southeast European power market is entering a new investment cycle. The previous cycle was defined mainly by adding renewable
Gas and power volatility make SEE energy hedging a board-level issue
Energy hedging is becoming a board-level issue for companies operating in Southeast Europe. Week 23 showed why. Electricity prices remained
Cross-border flow volatility creates a new trading market in SEE power
Southeast Europe’s electricity market is becoming increasingly defined by cross-border flow volatility. Week 23 showed that price spreads, renewable variability
SEE utilities face a new valuation metric: Flexibility premium
The valuation of SEE utilities is beginning to shift. Generation volume still matters, but Week 23 showed that flexibility may
SEE power volatility forces industrial buyers to rethink hedging and PPAs
Industrial electricity buyers in Southeast Europe are facing a more complex procurement environment. Week 23 showed a market with wide
Volatile SEE power prices turn green electricity procurement into a CBAM risk issue
Southeast Europe’s volatile power markets are becoming a strategic issue for industrial exporters exposed to EU carbon rules. Week 23