Blog
Serbia’s grid geography turns into regional leverage as South-East Europe grapples with congestion
Serbia sits at the crossroads of major north-south and east-west power corridors, where physical bottlenecks translate into persistent price spreads across multiple markets. As renewable output…
Montenegro–Italy HVDC link changes the risk and return profile across the Adriatic power trade
A 600 MW Montenegro–Italy HVDC cable has turned the Adriatic corridor into a direct price conduit, exporting lower-cost Balkan power into an Italian market that often…
Industrial PPAs reshape export competitiveness in South-East Europe as CBAM turns electricity into a cost driver
Carbon border rules are changing how exporters in South-East Europe think about electricity: carbon intensity is increasingly treated as a measurable component of product cost. Long-term…
Curtailment’s map across South-East Europe: how grid limits are reshaping renewable returns
As renewable capacity expands faster than transmission in South-East Europe, curtailment is increasingly determining which projects can reliably monetize output. The region is splitting into low-,…
Europe’s battery recycling buildout turns black mass refining into a strategic metallurgical battleground
Europe is positioning battery recycling as a structural part of the critical minerals supply chain, with policy targets under the EU Battery Regulation set to drive…
Europe’s lithium refining push grows faster than supply—yet still trails battery needs
Europe is moving from plans to projects to expand local lithium refining, but even by 2030 confirmed and advanced capacity covers only a fraction of expected…
Rising Treatment Charges and Energy Costs Put European Copper Smelters Under Strain
European copper smelters are facing a structural squeeze as treatment and refining charges jump to about $315 per tonne in 2026, reflecting feedstock competition rather than…
Middle Island Resources restarts drilling at Bobija gold project in western Serbia
Middle Island Resources has launched a new reverse circulation drilling program at its Bobija project near Ljubovija, targeting extensions of mineralised zones within a historic barite…
Rare Earth Refining Becomes Europe’s Most Expensive Strategic Constraint
Europe’s push for strategic minerals runs into a hard limit at the refining stage: separating and processing rare earth elements is highly capital-intensive, technically demanding and…
Europe Turns Critical Minerals Policy Into a Finance-Driven Supply Model
Europe is increasingly using financing, long-term offtake agreements and industrial partnerships to secure access to critical minerals, sidestepping the need for direct ownership of overseas mines.…