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SEE power markets move toward a daytime export pattern as solar output rises
South-East Europe is increasingly running a structural daytime export model, with net exports turning positive in week 16 as solar generation expands and domestic demand falls.…
Cross-border electricity flows point to intermittent coupling between SEE and Central Europe
Recent data show the Hungary–Germany price spread narrowing to €1.38/MWh, suggesting near convergence driven mainly by rising renewable output in South-East Europe. But evening peaks still…
Coal generation in South-East Europe shifts to “managed decline” as utilisation stays weak
Coal-fired generation across South-East Europe remains important for system stability, but output is settling near the lowest levels seen since mid-2025. Even with short-term revenue support…
Gas plants in South-East Europe shift from mid-merit to peaking as renewables reshape dispatch
Cheaper gas and stronger clean spark spreads have improved short-term economics for gas-fired generation in South-East Europe, but output remains subdued. The market is increasingly using…
Wind’s growing stabilising role in South-East Europe reshapes pricing and investment priorities
Wind output across South-East Europe rose sharply in week 16, lifting generation above seasonal norms and helping compress regional price spreads. With wind producing more during…
Solar buildout in South-East Europe starts to undercut its own economics
As solar peak output rises to record levels across South-East Europe, it is increasingly coinciding with weak demand and suppressed prices. The resulting “cannibalisation” is pushing…
Battery storage takes centre stage in South-East Europe trading as intraday spreads widen
In South-East Europe power markets, battery energy storage systems are increasingly being used as a direct profit tool rather than a supplementary grid-balancing asset. Rising intraday…
Serbia’s industrial growth faces a new ceiling as energy and capital tighten constraints
Serbia’s industrial sector remains export-oriented, but its ability to expand is increasingly constrained by electricity supply, grid and infrastructure capacity, and financing conditions. As energy investment…
Serbia’s energy transition shifts the industrial battleground from fuel costs to capital and power pricing
Serbia’s move from a coal-heavy generation system toward a hybrid model is reshaping how electricity costs are formed, tying industrial competitiveness to financing conditions and evolving…
Serbia’s growth shift: investment and external capital replace consumption as the key engine
Serbia’s 2026 outlook points to a structural pivot toward a capital-intensive model, with fixed investment and public infrastructure spending increasingly driving growth. The change lifts medium-term…