Blog
SEE power prices slide on 30 April as solar-midday pressure outweighs evening scarcity
On 30 April, most South East Europe and Central European day-ahead hubs fell sharply after the prior session’s firmer pricing, with HUPX down to €89.82/MWh and…
CBAM reshuffles Southeast Europe’s electricity trade routes, cutting Western Balkans transit role
In Q1 2026, scheduled cross-border power exchanges between the Western Balkans and the EU fell sharply as CBAM-related uncertainty discouraged transit-based trading. The shift boosted low-carbon…
CBAM’s early impact in Southeast Europe: a measurable split between low-carbon and coal-heavy power exporters
In Q1 2026, the EU’s Carbon Border Adjustment Mechanism (CBAM) is already reshaping electricity competitiveness across Southeast Europe by applying default carbon costs to imports. The…
Montenegro shrinks battery storage plans to unlock a new export-focused power cycle
After two failed rounds, EPCG has relaunched a battery storage tender in Montenegro at a pilot scale, signaling a shift from large ambitions to bankable, grid-ready…
EU accession drafting shifts Montenegro from “candidate” to a market-priced convergence story
Montenegro’s move into the drafting phase of its EU accession treaty is beginning to change how investors price sovereign and corporate risk, while also sharpening scrutiny…
Hydro surge in Q1 2026 distorted Southeast Europe power prices—and complicated CBAM-driven exports
One of the region’s most hydrologically favourable quarters in recent years pushed hydro output sharply higher across Southeast Europe, driving Western Balkan day-ahead prices down. But…
World Bank trims Montenegro’s 2026 growth forecast as tourism-linked risks mount
The World Bank has cut its forecast for Montenegro’s 2026 economic growth to 2.9% from 3.2%, citing external demand uncertainties and a moderation in investment momentum…
CBAM’s carbon cost pass-through is reshaping electricity price formation across Southeast Europe
In Q1 2026, the Carbon Border Adjustment Mechanism began embedding EU ETS-linked carbon costs into cross-border electricity transactions, changing how marginal prices are set across interconnected…
Montenegro’s logistics promise is real, but industrial scale and connectivity gaps hold it back
Montenegro sits in a strategic position for Adriatic and regional transit, yet its logistics and industrial development remains limited by weak supply-chain integration, underused port capacity,…
CBAM upends arbitrage across Southeast Europe’s power borders, reshaping trade and investment incentives
As the EU’s Carbon Border Adjustment Mechanism enters its definitive phase in 2026, carbon costs are increasingly absorbing the price spreads that once made cross-border electricity…