Blog
Balancing and ancillary services are becoming a financial pillar for South-East Europe’s power market
As renewable output rises and system swings intensify across South-East Europe, transmission system operators are expanding reserve procurement—turning balancing and ancillary services into an increasingly material…
In South-East Europe’s renewable boom, the real bottleneck is time—connection queues and permitting delays reshape project economics
As renewable pipelines grow across South-East Europe, developers are increasingly constrained by grid connection queues and permitting cycles rather than technology or capital. The resulting waits—often…
South-East Europe’s power market is pushing investors toward portfolio finance, not single-asset bets
As congestion and volatility reshape South-East Europe’s electricity economics, investors are moving away from pure merchant exposure and toward structured, multi-asset portfolios that blend generation, storage,…
South-East Europe’s grid monetisation shifts from power output to transmission, storage and hybrid returns
In South-East Europe, investors are increasingly underwriting projects not just on generation cash flows but on congestion rents, market-driven storage revenues and hybrid energy-plus-flexibility structures. The…
Brits Mining Boom Puts Pressure on Land and Water as Extraction Expands
In South Africa’s North West, the mining economy around Brits—built on chrome, platinum group metals and other ores—faces mounting scrutiny over land degradation and water competition…
Northern Cape pitches a mining-led industrial upgrade, betting on beneficiation and critical minerals
South Africa’s Northern Cape is positioning itself as the next major mining and industrial frontier, with officials calling for a deliberate shift from raw extraction to…
Germany takes equity stake in Australia’s Nolans rare earths project to lock in Europe’s NdPr supply
Germany is backing the Nolans rare earths project in Australia with a €50 million equity investment via KfW under the German Raw Materials Fund, aiming to…
Greenland’s Malmbjerg and SSAB Deal Signals Europe’s Shift Toward Bankable, Traceable Molybdenum Supply
Europe is moving from spot purchasing toward long-term contracts for critical inputs, with Greenland Resources’ eight-year molybdenum offtake agreement with SSAB providing a template for more…
Boron project near Raška shifts from single deposit to a Serbia supply platform
A Canadian investor is expanding its boron plans near Raška, moving beyond the Piskanja deposit toward a cluster-style mining and processing model. The push could help…
Cene električne energije u JIE skočile na nivoe iznad 150 €/MWh: gas preuzeo ulogu marginalnog izvora dok je uvoz oslabio
1. aprila 2026. cene električne energije za naredni dan u Jugoistočnoj Evropi porasle su i konvergirale u rasponu od 150 do 158 €/MWh, dok je pad…