Southeast Europe’s wind investment shifts towards captured prices, forecasting and grid access
Southeast Europe’s next wind investment cycle will be assessed increasingly on the market value of the electricity generated, not just
CBAM Electricity
Southeast European power prices climb as renewable output and imports fall
Southeast European day-ahead electricity market prices surged on 28 October, with Romania, Bulgaria, Hungary, Albania and Serbia trading around or
Renewable Plants Are Becoming Integrated Energy Systems for 2030
In Southeast Europe, renewable assets are increasingly being assessed for how they manage electricity as well as how much they
Why a €70/MWh PPA can deliver very different project cash flows
A power purchase agreement (PPA) priced at €70/MWh may appear to offer a renewable project a straightforward revenue hedge. But
Southeast Europe Renewable Finance Requires Broader Debt-Sizing Models
For banks financing renewables in Southeast Europe, debt sizing increasingly needs to account for a range of possible electricity-market revenues.
Serbia’s Negative Prices Open a Window for Flexible Renewable Financing
Serbia’s first negative power prices offer an opportunity to prepare for renewable oversupply before it becomes structural, rather than showing
Greece’s Solar Expansion Exposes Revenue and Financing Risks Across Southeast Europe
Greece is providing Southeast Europe with clear evidence that rapid growth in photovoltaic capacity can weaken renewable revenues even as
Solar Growth Shifts Southeast Europe’s Renewable Investment Focus to Hourly Project Value
Southeast Europe’s renewable investment market is shifting its focus from how much electricity a project can generate to when it
CBAM Raises Carbon Performance Stakes for Europe’s Ferroalloy Suppliers
Ferroalloy suppliers in Türkiye, Kazakhstan-based producers, South Africa and the Western Balkans face growing pressure to demonstrate competitive carbon performance
Indonesia’s Nickel Processing Boom Highlights Limits in the EU’s Current CBAM Scope
Indonesia’s rapid expansion in nickel processing highlights the limits of the European Union’s Carbon Border Adjustment Mechanism (CBAM) in balancing
China’s Mineral Processing Lead Highlights Limits in EU CBAM Coverage
China’s dominance in processing raw materials exposes a limitation in the European Union’s Carbon Border Adjustment Mechanism (CBAM). The mechanism
Europe’s CRMA Faces Financing Challenge as Critical Mineral Projects Seek Commercial Viability
Europe has identified critical-mineral projects for development, but making them commercially viable remains a major challenge. The EU Critical Raw