Blog
Refractory Materials Move to the Front of Europe’s Industrial Risk Calculus
As Europe pushes steel, cement and glass production toward lower emissions and higher efficiency, refractory materials are increasingly treated as a financial lever rather than a…
Southeast Europe’s Industrial “Perimeter” Strategy Gains Momentum as Cost Pressure Hits Western Plants
As labour and energy costs rise in Western Europe, Southeast Europe is positioning itself as an industrial “perimeter” for processing and refining—backed by lower wages, cheaper…
Energy arbitrage turns battery storage into a competitiveness lever for Europe’s metal refiners
As battery energy storage systems (BESS) spread across European refining sites, operators are using energy arbitrage—charging when power is cheap and discharging during peaks—to stabilize costs…
How Europe’s Black Mass Refineries Are Reshaping Battery Mineral Economics
Black mass refining is turning shredded lithium-ion battery waste into battery-grade inputs, with Europe expecting recycling to cover 10–20% of lithium and cobalt demand by 2030.…
Copper Smelters in Europe Are Redesigning Operations Around Power Trading
Soaring and volatile electricity prices since 2022 are pushing European copper smelters to treat power procurement like a risk-managed trading activity—using long-term PPAs, flexible scheduling, and…
Evropa: rast nafte, TTF gasa i CO2 dozvola dok geopolitičke tenzije podižu volatilnost
Krajem marta evropska tržišta su zabeležila snažne oscilacije: Brent je od 99,94 $/bbl porastao do 112,57 $/bbl, dok su TTF fjučersi oscilovali između 56,68 i 52,82…
Serbia’s wage rise is forcing FDI investors to rethink returns
As Serbia’s labour market tightens, wages are set to converge toward higher European levels, compressing margins for labour-heavy manufacturers and logistics operators. The shift is already…
Evropa: pad cena struje na Iberiji i dalje pokreću volatilnost, dok Italija ostaje visoko iznad proseka
U četvrtoj nedelji marta većina evropskih tržišta zabeležila je više dnevne cene na početku nedelje, ali su se trendovi ubrzo okrenuli nadole. Iberijsko tržište je posebno…
Serbia warehouses move toward institutional logistics as infrastructure and financing reshape returns
Serbia’s logistics real estate market is evolving from a developer-led yield play into an institutional platform business, supported by cross-border trade and stronger tenant quality. Even…
Evropa: rast potražnje za strujom krajem marta, ali rane prognoze najavljuju skori pad
Potražnja za električnom energijom je tokom nedelje od 23. marta porasla u većini ključnih evropskih tržišta, predvođena rastom u Francuskoj. Ipak, rane prolećne prognoze ukazuju da…