Private capital steps into Southeast Europe’s grid gap as renewables outpace public financing capacity
Private capital is no longer optional for Southeast Europe’s energy transition—it is becoming the decisive factor in whether the region […]
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Industrial electricity procurement under CBAM: Renewable sourcing strategies and competitive positioning in CSEE
The introduction of the Carbon Border Adjustment Mechanism (CBAM) is rapidly transforming the strategic landscape for industrial electricity procurement across
CBAM and the EU emissions trading system: Structural implications for power markets in CSEE
The European Union’s Carbon Border Adjustment Mechanism (CBAM) represents one of the most consequential structural reforms of the continent’s climate
CBAM electricity reform rewrites Serbia’s carbon exposure from 2026
The European Commission’s proposal to revise how emissions are calculated for imported electricity under the Carbon Border Adjustment Mechanism represents
Carbon and certificate trading in South-East Europe: How industrial producers can survive—and compete
South-East Europe is moving into a period where emissions, carbon pricing, and green electricity certification are no longer policy experiments.
Exporting to the EU in the CBAM era: Green energy certificates and the new trade reality
Green energy certificates and CBAM now sit at the heart of Europe’s industrial trade reality. The Carbon Border Adjustment Mechanism
Infrastructure is destiny: How grids, pipelines and bottlenecks create price signals
Energy markets are often analysed as abstractions: prices, curves, spreads, marginal costs. Infrastructure appears in these models as a constraint,
South-East Europe as Europe’s stress test: What the region reveals about the energy transition
South-East Europe does not sit on the periphery of Europe’s energy system. It sits at its edge in a different
Trading energy in a system under stress: Portfolios, hedging, and survival in a multi-fuel market
Energy trading was once about exploiting inefficiencies. Price differences across regions, fuels, or time horizons were treated as opportunities for
Flexibility as the new currency: Why speed, storage, and response matter more than capacity
For decades, energy economics was built around capacity. Installed megawatts, pipeline diameters, storage volumes, and reserve margins were treated as
The invisible hand of oil: Logistics, refineries, and the hidden drivers of power and gas prices
For much of the past two decades, oil was treated as a declining force in Europe’s electricity story. As power
One energy system, three fuels: Why Europe no longer has separate power, gas, and oil markets
For most of the modern history of European energy policy, electricity, natural gas, and oil were treated as adjacent but