Tag Archives: electricity pricing
Serbia’s electricity market shifts under CBAM: exports shrink, liquidity moves and prices localise
In Q1 2026, Serbia’s day-ahead prices stayed well below EU levels, but CBAM-linked carbon costs broke the arbitrage that previously supported exports. The result is export…
CBAM’s early impact on South-East Europe power markets: episodic distortions, not a lasting pricing overhaul
In early 2026, the EU’s Carbon Border Adjustment Mechanism (CBAM) pushed down prices in non-EU South-East Europe while leaving EU markets only marginally higher. But traders…
Why LNG still drives peak power prices across South-East Europe
In Greece and the wider Balkan market, electricity’s marginal price is increasingly set by gas-fired generation supplied via LNG terminals. As a result, day-ahead prices in…
Nodal value is rewriting PPA economics across South-East Europe
In South-East Europe, zonal pricing still sets the formal rules, but transmission constraints are increasingly determining what projects actually earn—turning grid position into a core driver…
Congestion rents in SEE: how grid bottlenecks are turning into tradable cash flows
In South-East Europe, limited available transmission capacity is creating persistent congestion rents across key corridors—from Hungary-Serbia to Bulgaria-Greece and the Montenegro-Italy HVDC link—making electricity networks function…