Blog
Montenegro’s wind power assets enter a new financial phase as Možura and Krnovo define diverging investment narratives
Montenegro’s wind sector, once a flagship symbol of early renewable deployment in South-East Europe, is entering a more complex financial and strategic phase in 2026. The country’s…
South-East Europe wind firms face a 2026 shift from build-out to market and system integration
Wind developers across South-East Europe are entering 2026 with revenue models moving away from predictable support toward exposure to wholesale prices, balancing costs and curtailment risk.…
Montenegro pivots to export-led power deals as EU pushes cross-border PPAs
A European Commission recommendation in April 2026 arrives as Montenegro’s energy strategy shifts from domestic balancing toward financing clean generation through export-oriented power purchase agreements. With…
Serbia’s wind portfolio enters a new financial phase as first-generation assets meet market exposure and pipeline scale
Serbia’s wind sector has moved decisively beyond its early development phase. By Q1 2026, the country is no longer defined by a handful of subsidised projects but…
Hydropower’s changing role in South-East Europe: from predictable buffer to climate-driven swing factor in Q1 2026
In Q1 2026, hydropower across South-East Europe showed a sharper weather-and-climate sensitivity than in prior years, weakening its function as a steady balancing resource. The result…
Europe’s gas market cools in Q1 2026, but structural tightness still looms
Prices eased in early 2026 as immediate geopolitical risk was repriced, with Dutch TTF averaging €42.47/MWh in Week 16. But Europe’s growing role as the global…
Gas market correction in Europe offers temporary relief but leaves South-East Europe exposed to later supply stress
European gas prices moved lower in Week 16, but the decline did not signal a return to durable comfort. Instead, it reflected a short-lived easing of…
Thermal generation rebalances across SEE as gas recovers flexibility role and coal retains strategic weight
Thermal generation across South-East Europe remained broadly stable in aggregate during Week 16, but the internal composition of that output tells a more consequential story for…
Uzbekistan’s In-Situ Uranium Recovery Technology Reshapes Global Supply Dynamics
Central Asia is emerging as a key pillar of the global nuclear fuel supply chain, with Uzbekistan accelerating uranium output through advanced in-situ recovery (ISR) technology…
Core Lithium wins A$290m funding to restart Finniss, betting on disciplined economics after 2024 price shock
Core Lithium has secured a A$290 million funding package to restart its Finniss lithium project in Australia’s Northern Territory, using conservative pricing assumptions to manage volatility.…