Blog
Boliden’s upgrade playbook turns Europe’s smelters into battery-material capacity
Europe is repurposing legacy smelting assets to serve the battery metals supply chain, with Boliden leading an overhaul at its Harjavalta nickel refinery in [[PRRS_LINK_3]]. The…
Terrafame’s Low-Carbon Nickel Play Puts Europe’s Battery Supply Chain on a Different Cost Curve
Finland’s Terrafame is positioning its Sotkamo operation as a low-emissions route to battery-grade nickel and cobalt chemicals, using bioleaching to cut energy intensity. With Europe tightening…
Europe Rewrites the Nickel–Cobalt Playbook: From Mining to Processing Under Pressure
Europe’s nickel and cobalt strategy is shifting toward reprocessing legacy assets and building battery-grade refining capacity, as global oversupply and project economics force developers to compete…
Europe’s 2030 Critical Minerals Stress Test: What Lithium, Copper and Rare Earth Dependence Means for Supply Risk
A scenario analysis for 2030 suggests Europe’s critical minerals system—built on imports, contracts, and recycling—can look balanced under normal conditions, but becomes costly and constrained when…
Kako se rudarski otpad na Zapadnom Balkanu pretvara u investicioni resurs za EU lance snabdevanja
U okviru evropske industrijske politike, rudarski otpad i decenijama akumulirani industrijski materijali na Zapadnom Balkanu sve češće se tretiraju kao strateška sirovinska baza—što menja način finansiranja…
Kako 400 kV mreža Jugoistočne Evrope pretvara zagušenja u razlike u cijenama i investicioni signal
U Jugoistočnoj Evropi cijena električne energije sve manje je pitanje samih proizvodnih kapaciteta, a sve više rezultat prenosne infrastrukture i uskih grla. Razlike između sjevernih i…
Serbia’s export price patterns point to a financing and risk shift from commodities toward contracts
A new statistical dataset on Serbia’s export value shows that pricing power is increasingly shaped by contracts in manufacturing, while energy and raw materials remain tied…
CBAM od 2026. menja računicu izvoza i uvoza struje u Srbiji: ugljenik ulazi u marže
Od 2026. izvoz električne energije iz Srbije na EU tržišta ulazi u režim CBAM izveštavanja, a trošak ugrađenih emisija premešta fokus sa tradicionalnih razlika u cenama…
Serbia’s growth model is built on capital spending, export integration—and tight execution capacity
Serbia’s latest statistical snapshot points to an economy driven by gross fixed capital formation, deep export integration and expanding industrial infrastructure rather than consumption-led momentum. The…
Nezavisni trgovci električnom energijom u SEE jačaju ulogu, ali konkurencija ostaje pod pritiskom likvidnosti i dominacije komunalnih sistema
Nezavisni, nedržavni trgovci širom Jugoistočne Evrope proširuju portfelje u prekograničnim nišama poput balansiranja, agregacije obnovljivih izvora i strukturiranih PPA ugovora, dok tržište i dalje favorizuje velike…