Trading
Turning South-East Europe’s 400 kV network into bankable cashflows
South-East Europe’s 400 kV transmission grid is increasingly being treated as a financial instrument: corridor-specific spreads, transfer limits and curtailment risks are shaping where solar, storage…
How congestion rents from cross-border auctions are quietly funding South-East Europe’s grid build-out
In South-East Europe, cross-border capacity auctions turn transmission bottlenecks into a recurring revenue stream known as congestion rents, which can exceed €0.8–1.2 billion a year across…
South-East Europe’s PPA overhaul: why congestion, basis risk and storage are reshaping contract terms
In South-East Europe, power purchase agreements are being redesigned because electricity pricing is increasingly location- and time-dependent, not uniform across bidding zones. The shift is pushing…
BESS turns into the region’s new balancing layer: how arbitrage, ancillary services and financing shape returns in South-East Europe
Battery energy storage is moving from pilot projects to grid-critical infrastructure across South-East Europe, with intraday spreads in markets such as Greece (HEnEx) and Romania (OPCOM)…
Why curtailment is becoming a financing issue in South-East Europe’s renewable buildout
As South-East Europe targets roughly 20–25 GW of new renewables by 2030, node-level congestion is increasingly translating into persistent revenue shortfalls. The result is tighter underwriting…
How Greece’s gas-and-solar mix is turning South-East Europe into a volatility-driven market
Greece is increasingly setting the tone for power prices in southern South-East Europe as LNG-linked gas plants set the marginal price while fast-growing solar pushes midday…
Grid access becomes the new deal driver for renewable project finance in South-East Europe
In South-East Europe, lenders are increasingly underwriting not just generation but deliverability—how projects connect to the 400 kV backbone and avoid curtailment. That shift is changing…
Oil, TTF gas and EU carbon lift higher in late March as Middle East risk returns
In the fourth week of March, Brent oil futures swung from a low near $99.94/bbl to $112.57/bbl by March 27, while TTF gas ended the week…
Solar and wind generation trends lift southern Europe’s power mix, with Spain and Italy setting March records
Across the week of March 23, solar photovoltaic output rose in most major southern European markets, led by Portugal’s 31% jump. Spain and Italy also hit…
Serbia’s SEEPEX to shift to negative electricity pricing from May 2026, with new limits and VAT treatment
Serbia will introduce negative electricity prices on [[PRRS_LINK_2]] from May 2026 as it modernizes trading rules toward EU market practices. The change includes wider price limits,…