Tag Archives: SEE
In South-East Europe’s renewable boom, the real bottleneck is time—connection queues and permitting delays reshape project economics
As renewable pipelines grow across South-East Europe, developers are increasingly constrained by grid connection queues and permitting cycles rather than technology or capital. The resulting waits—often…
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…
SEE power prices jump above €150/MWh on 1 April as imports shrink and gas takes over marginal cost
Southeast European day-ahead power prices rose sharply on 1 April 2026, clustering in a tight €150–158/MWh band as cross-border inflows fell and renewable output weakened. With…
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…