Shape risk kills PPAs: The hidden cost for industrial buyers in solar-heavy markets
For most industrial electricity buyers in South-East Europe, price risk is still intuitively understood as a single number. When discussions […]
Why most industrial PPAs in SEE fail on cash flow, not on sustainability
When industrial power purchase agreements are discussed in South-East Europe, the conversation almost always starts with sustainability. Emissions reduction, green
Baseload industry meets variable PPAs: A structural mismatch in the SEE power system
For decades, industrial electricity demand in South-East Europe was shaped around one implicit assumption: power would be available when needed,
Industrial power buying in SEE is broken – and what replaces it
For more than two decades, industrial electricity procurement in South-East Europe followed a relatively simple logic. Secure a long-term supply
Europe: Solar and wind energy trends in mid-December
During the week of December 8, solar photovoltaic (PV) energy production increased in several major European electricity markets compared to
Policy without borders: How Montenegro–Italy coupling constrains domestic energy intervention
Electricity market coupling is often discussed in technical or commercial terms, but its most profound effects are political. By linking
Fragmented convergence: Why Southeast Europe will not integrate into one electricity market
For much of the past decade, the dominant assumption shaping policy and market design in Southeast Europe has been that
Storage and balancing economics in an Adriatic-linked SEE market, 2030–2040
The Montenegro–Italy electricity market coupling does more than integrate two markets. It reshapes the economics of flexibility across Southeast Europe,
Hydro as a European flexibility asset: Montenegro’s reservoirs in a coupled Italy–SEE system
For decades, Montenegro’s hydroelectric system has been perceived primarily through a regional lens. Its reservoirs and run-of-river plants were valued
From arbitrage to algorithms: How market coupling reshapes SEE power desks
The transition from explicit capacity allocation to market coupling between Montenegro and Italy marks a decisive shift in how electricity
The Adriatic price axis: How Montenegro–Italy coupling creates a new European electricity corridor
The coupling of Montenegro’s electricity market with Italy’s marks the emergence of a new structural feature in Europe’s power market
SEE oil forward curve to 2030: Country overlays, execution risk, and pricingregimes in a constrained regional market
By 2030, the southeast European oil forward curve can no longer be understood as a single regional construct. What may