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Kako se investiciona logika menja u elektroenergetskom sistemu Jugoistočne Evrope do 2030–2035
Do ranih 2030-ih Jugoistočna Evropa neće postati potpuno konvergentno tržište, već „povezan ali diferenciran“ sistem sa trajnim razlikama u cenama, zagušenjima i vrednosti fleksibilnosti. Investitori će…
Kako privatni kapital i multilateralne institucije preoblikuju elektroenergetsku mrežu Jugoistočne Evrope
Energetska tranzicija u Jugoistočnoj Evropi sve manje zavisi od bilansa elektroprivreda i državnih planova, a sve više od složene strukture finansiranja koja kombinuje privatni kapital, infrastrukturne…
Kako CBAM preoblikuje trošak električne energije u izvozni faktor za Jugoistočnu Evropu
Od 1. januara 2026. mehanizam CBAM ugrađenu emisiju iz električne energije pretvara u merljiv deo izvozne konkurentnosti, pa se u Jugoistočnoj Evropi menja i nabavka struje…
Suvereni rizik kao trošak: kako kreditni spreadovi oblikuju ekonomiku energetskih projekata u Jugoistočnoj Evropi
U Jugoistočnoj Evropi, razlika u suverenom trošku finansiranja — vidljiva kroz prinose na državne obveznice i kreditne marže — može preokrenuti rangiranje projekata i smanjiti IRR…
Wind-led easing cuts spot power prices in SEE and Hungary, but the southeast premium holds
Day-ahead power prices fell sharply across South-East Europe and Hungary on 3 April, led by a wind-driven shift in generation. Yet southeastern zones continued to clear…
Data centres reshape South-East Europe’s power economics, from grid planning to bankable offtake
South-East Europe’s next structural shift is being driven by large-load demand—data centres and other digital infrastructure—changing how prices form and how grids are planned. The development…
South-East Europe’s power market in 2030–2035: integration advances, but the investment map stays uneven
By the early 2030s, South-East Europe is set to become more interconnected and renewables- and storage-heavy, yet investors will still face persistent regional price spreads and…
Private capital is reshaping South-East Europe’s power grid—by changing who owns risk and how projects get financed
South-East Europe’s power transition is increasingly being funded through a layered mix of infrastructure lenders, strategic platforms and multilateral-backed structures, not just utility balance sheets. The…
CBAM reshapes electricity demand in South-East Europe by turning power into a measurable export cost
With the EU’s Carbon Border Adjustment Mechanism now in its definitive phase, electricity used inside industrial plants is increasingly treated as part of the carbon cost…
How sovereign risk and credit spreads are reshaping power project financing in South-East Europe
In South-East Europe, the same generation technology can carry very different financing costs because lenders price not only project risk but also the sovereign backdrop. With…