Blog
Global Mining Faces $260 Billion Investment Gap by 2035, Raising Risks for the Energy Transition
The global mining industry is entering a critical phase as the world accelerates toward decarbonization, electrification, and a more digitally driven economy. Demand for critical minerals…
Mining Technology Revolution: How AI, Automation, and Electrification Are Transforming Costs and Project Economics
The global mining sector is undergoing a profound technological transformation, reshaping cost structures, boosting operational efficiency, and redefining investment strategies. As demand for critical minerals accelerates…
Private Equity Takes the Lead: How Global Mining Finance Is Being Rewritten in the Race for Critical Minerals
The global mining industry is entering a new era, defined by a decisive shift in how projects are financed and developed. Private equity has rapidly emerged…
SEE power prices slide in Week 15 as demand drops and solar output surges
In Week 15 2026, Hungary and the wider South East Europe region saw a sharp fall in baseload power prices driven more by a seasonal demand…
Utva Silosi to add Danieli ERW pipe line in Serbia, targeting higher-value tubing
Serbia’s Utva Silosi AD Kovin has signed an agreement with Danieli to supply a new electric resistance welded (ERW) pipe production line for its Kovin plant.…
Hungary election reshapes risk calculus for Serbia’s NIS, driving an “overnight” valuation repricing
Serbia’s NIS is being “repriced overnight” as Hungary’s election outcome changes the political and transaction risk around negotiations involving MOL and Russian-linked ownership. Market commentary suggests…
Former Hotel Jugoslavija site in Belgrade set for €500 million ultra-luxury waterfront overhaul
Belgrade’s former Hotel Jugoslavija site is being redeveloped into a mixed-use, ultra-premium waterfront complex with an investment of nearly €500 million. The plan includes a Ritz-Carlton-branded…
Serbia commits over €80 million in hotel subsidies for Expo 2027 build-out
Serbia has approved more than €80 million in state support for hotel construction and upgrades ahead of Expo 2027 in Belgrade, combining incentives for private investors…
Serbia’s electricity market faces a structural re-pricing risk as supply tightens and tariffs stay misaligned
As Europe moves into a tighter power balance heading into summer 2026, Serbia’s already fragile electricity system is likely to face further upward pressure on costs.…
Belgrade readies Expo 2027, betting on growth while confronting fiscal risk
Belgrade is preparing to host Expo 2027, a large-scale international exhibition expected to draw more than 4 million visitors and involve over 100 Serbian subcontractors. The…