Tag Archives: electricity markets
CBAM’s early impact in Southeast Europe: renewables gain, but cross-border trade faces new friction
In Q1 2026, Western Balkan electricity prices were well below EU levels, but the Carbon Border Adjustment Mechanism added carbon costs on imports from coal-intensive systems—undercutting…
CBAM and EU ETS volatility are reshaping cross-border power trading in Southeast Europe
As CBAM pricing for electricity imports is tied to the quarterly weighted average EU ETS allowance price, carbon-market swings are now feeding directly into the economics…
CBAM’s knock-on effect in Southeast Europe: when electricity schedules diverge from physical flows
In Q1 2026, scheduled cross-border trades in parts of Southeast Europe fell sharply while physical electricity flows largely held up, reflecting CBAM-driven changes in nominations rather…
CBAM upends arbitrage across Southeast Europe’s power borders, reshaping trade and investment incentives
As the EU’s Carbon Border Adjustment Mechanism enters its definitive phase in 2026, carbon costs are increasingly absorbing the price spreads that once made cross-border electricity…
European power prices ease in late April as demand softens and renewables lift supply
Across most major European electricity markets, weekly prices fell in the fourth week of April as lower demand and stronger wind and solar output weighed on…
Wind’s growing stabilising role in South-East Europe reshapes pricing and investment priorities
Wind output across South-East Europe rose sharply in week 16, lifting generation above seasonal norms and helping compress regional price spreads. With wind producing more during…
Fuel volatility is rewriting Europe’s power-market price logic, raising resilience stakes for investors
Europe’s electricity markets are shifting away from the long-standing marginal-cost pricing model as fuel scarcity and higher system-balancing costs increasingly drive price formation. The change is…
SEE power markets daily: Core prices ease while the southern Balkans tighten on April 15
On 15 April 2026, day-ahead electricity prices fell across most core hubs in South East and Central Europe, but surged in the southern Balkans—an outcome tied…
SEE power exchanges in March show stronger liquidity and EU-linked pricing—yet Western Balkan discounts persist
March trading across South East Europe pointed to resilient volumes and tighter price alignment among EU-integrated exchanges, with Hungary’s HUPX remaining the regional benchmark. But structural…
South-East Europe’s rising peak price events open short-term revenue windows for flexible players
Electricity markets across South-East Europe saw multiple peak price spikes in calendar week 13, including levels above €140–180/MWh and occasional moves over €200/MWh. As scarcity conditions…