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
CBAM Electricity
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
Southeast European day-ahead power prices retreat as renewable forecasts lift regional supply
Day-ahead electricity prices fell across most Southeast European markets on Tuesday, with the sharpest declines in Serbia, Greece and Hungary.
Europe’s Rare Earth Processing Capacity Remains Outside CBAM’s Carbon Charge
Rare earths are central to Europe’s renewable energy, electric mobility, advanced electronics and defence ambitions, but much of the world’s
Europe’s Graphite Processing Capacity Remains a Weak Link in the EV Battery Supply Chain
Graphite processing is emerging as a critical vulnerability in Europe’s battery supply chain, despite drawing less attention than lithium, nickel