Blog
Wind, solar and batteries: how hybrid projects are becoming the new playbook in South-East Europe
South-East Europe’s renewable buildout is shifting from single-technology wind and solar toward integrated wind-solar-BESS platforms as volatility, congestion and curtailment risks rise. The change is reshaping…
Negative prices and curtailment risk signal the next stress test for South-East Europe renewables
South-East Europe’s wind and solar boom is moving from a deficit-driven market to one where synchronized generation can overwhelm demand and transmission. As midday price weakness,…
CBAM and electricity: How carbon pricing is redrawing Balkan power flows
Europe’s Carbon Border Adjustment Mechanism is beginning to transform South-East Europe’s electricity market in ways that only a few years ago seemed politically and commercially improbable.…
Solar cannibalization reaches South-East Europe as midday prices weaken
After years of rapid solar buildout across Serbia, Greece, Romania and Bulgaria, the region is beginning to see structural midday price compression. As solar output peaks…
Adriatic wind corridor reshapes power trading across South-East Europe
A fast-growing onshore wind corridor from the Adriatic through Montenegro and Bosnia and Herzegovina into Serbia—and toward Romania—is changing how electricity moves, balances and prices across…
Battery storage is becoming the backbone of South-East Europe’s power markets
Battery energy storage in Serbia, Greece, Romania and Bulgaria is shifting from a supporting technology to core grid infrastructure. As renewables outpace flexibility, storage is increasingly…
SEE renewables shift from megawatts to grid access, storage and carbon exposure
South-East Europe’s renewable build-out is moving into a more infrastructure-heavy phase, with investors increasingly judging projects on grid access, storage integration, CBAM-related market positioning and cross-border…
Lithium’s Boom-to-Business Shift: Investors Now Prize Cost Control, Refining Access and Geopolitics
After the 2021–2023 surge in lithium carbonate prices and equity valuations, the market has moved into a correction and reset. By 2026, lithium is increasingly treated…
Copper Is Becoming Europe’s Strategic Electrification Metal in the Global Energy Transition
Europe’s industrial transformation is increasingly being built on a metal that rarely receives the attention of lithium or rare earth elements, yet quietly underpins almost every…
Can Europe Build a Battery Supply Chain Without Chinese Processing Dominance?
Europe’s electric-vehicle revolution was meant to define a new industrial era. Massive gigafactories across Germany, France, Sweden, Hungary, and Poland were designed to power the continent’s…