Blog
The new merchant risk in Balkan renewable markets
South-East Europe’s renewable energy sector is entering a more difficult phase. For much of the past decade, wind and solar development across the Balkans was supported…
Battery arbitrage is reshaping electricity trading across South-East Europe
South-East Europe’s power traders are moving from fuel- and dispatch-led strategies toward flexibility-driven trading as solar, wind and battery storage change price patterns. Batteries are increasingly…
Market News Roundup CW19
Between May 4, 2026 and May 10, 2026, 65 articles were published. Most-read in this period 1. Jugopetrol expands Q1 2026 profit as revenue growth supports…
US–EU Subsidy Gap Reshapes the Future of Europe’s Battery Materials and Critical Minerals Industry
Europe’s approach to securing battery materials and critical minerals is now being tested on two fronts: China’s long-standing dominance in processing and the United States’ faster,…
Why Processing, Not Mining, Is Becoming Europe’s Most Valuable Critical Minerals Asset
Europe’s critical minerals strategy is still often discussed in terms of mining potential, but that framing is increasingly outdated. Policymakers frequently focus on lithium deposits, rare…
Europe Turns to Strategic Mineral Stockpiles as Critical Raw Materials Become an Economic Security Priority
Europe is rapidly transforming its approach to critical minerals, treating them less like ordinary industrial commodities and more like strategic national assets. What once belonged primarily…
Europe’s Critical Minerals Strategy Faces a Crucial Financing Reality Check
Europe’s push for critical minerals independence is moving beyond political rhetoric and into a far more demanding stage where financing, industrial execution, and supply-chain integration will…
Europe’s Critical Minerals Market Faces Its Biggest Test Yet as Financing and Supply Chain Pressures Intensify
Europe’s mining and advanced materials sector is entering a far more demanding phase as governments and investors shift from political promises to the difficult reality of…
Uranium Markets Surge as Europe Reconsiders Nuclear Power for Energy Security
Uranium is rapidly regaining strategic importance as governments across the world reassess the role of nuclear energy in securing stable electricity supplies. After more than a…
Silver’s Strategic Comeback: Why the Metal Is Emerging as Both an Industrial Powerhouse and Financial Safe Haven
Silver is rapidly regaining importance in global markets as it benefits from two powerful trends at the same time: rising demand for industrial metals tied to…