Tag Archives: power system
Southeastern Europe’s next bottleneck is transmission—and it is starting to reshape prices
In the first half of May 2026, Southeastern Europe saw congestion-driven market behavior despite lower demand and rising solar output. Cross-border flows shifted and corridor tightening…
April reshapes Southeast Europe power pricing as solar grows and flexibility lags
In April, solar became the dominant short-term driver of price formation in Southeast Europe, pushing midday oversupply and compressing spot spreads. But limited storage and weaker…
Coal generation in South-East Europe shifts to “managed decline” as utilisation stays weak
Coal-fired generation across South-East Europe remains important for system stability, but output is settling near the lowest levels seen since mid-2025. Even with short-term revenue support…
South-East Europe’s power market in 2030–2035: integration advances, but the investment map stays uneven
By the early 2030s, South-East Europe is set to become more interconnected and renewables- and storage-heavy, yet investors will still face persistent regional price spreads and…
South-East Europe’s power market is pushing investors toward portfolio finance, not single-asset bets
As congestion and volatility reshape South-East Europe’s electricity economics, investors are moving away from pure merchant exposure and toward structured, multi-asset portfolios that blend generation, storage,…
South-East Europe’s grid monetisation shifts from power output to transmission, storage and hybrid returns
In South-East Europe, investors are increasingly underwriting projects not just on generation cash flows but on congestion rents, market-driven storage revenues and hybrid energy-plus-flexibility structures. The…