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Europe: Electricity demand rises mid-December before forecasted decline Read More »

Europe: Electricity demand rises mid-December before forecasted decline

During the week of December 15, electricity demand rose across most major European markets compared to the previous week, reversing the downward trend seen earlier. The German market was the exception, experiencing a second consecutive week of decline, with demand falling by 3.1%. The British and Portuguese markets recorded the largest increases, at 4.9% and […]

European solar and wind energy trends: Mixed performance across key markets in mid-December Read More »

European solar and wind energy trends: Mixed performance across key markets in mid-December

During the week of December 15, solar photovoltaic (PV) energy production declined across most major European electricity markets compared to the previous week. The Italian market experienced the steepest drop, falling by 41%, followed by the French and Spanish markets with decreases of 26% and 19%, respectively. The Portuguese market saw the smallest reduction at

Power economics and the new industrial geography: Why Europe’s materials refining and processing are naturally outsourcing to Serbia Read More »

Power economics and the new industrial geography: Why Europe’s materials refining and processing are naturally outsourcing to Serbia

Power economics is now the decisive variable determining where Europe’s future materials refining and processing capacity will exist. Refining metals, manufacturing semi-fabricated products, processing battery materials, and managing advanced metallurgical chains are fundamentally energy operations. Electricity is not simply an input cost; it is the strategic determinant of competitiveness, investment confidence and long-term industrial anchoring.

Exporting to the EU in the CBAM era: Green energy certificates and the new trade reality Read More »

Exporting to the EU in the CBAM era: Green energy certificates and the new trade reality

Green energy certificates and CBAM now sit at the heart of Europe’s industrial trade reality. The Carbon Border Adjustment Mechanism was created not as a tariff instrument, but as a structural equaliser: Europe is decarbonising its industry under strict emissions pricing through the EU ETS, and CBAM ensures that imported products face a comparable carbon

Why European funds back SEE and Serbian mining juniors with downstream optionality Read More »

Why European funds back SEE and Serbian mining juniors with downstream optionality

As European capital returns to mining, it is not returning to the same industry logic. The traditional junior mining model — raise money on a discovery story, sell excitement, focus on the drill program, and treat downstream as “somebody else’s future problem” — is increasingly incompatible with the way European investors think today. Europe is

Fragmented rules, unified risk Read More »

Fragmented rules, unified risk

Energy markets in Europe operate under a paradox. Physically and financially, they have become deeply integrated. Regulators, however, still govern them through fragmented frameworks designed for a world of separate sectors and largely national systems. This mismatch between unified market risk and fragmented rules has become a structural source of volatility rather than a stabilising

Traders as systemic players Read More »

Traders as systemic players

In an integrated energy system, traders are no longer peripheral actors arbitraging price differences at the margin. They have become systemic players whose decisions influence flows, liquidity, and even system stability. This shift is not the result of increased market power, but of structural necessity. As markets grow more interconnected and volatile, the actions of

Hedging without isolated markets Read More »

Hedging without isolated markets

Hedging strategies are built on assumptions. For much of Europe’s energy-market history, the central assumption was that risks could be segmented. Electricity price risk could be hedged with power forwards. Gas price risk could be managed through hub-based contracts and storage. Oil exposure, if relevant, was addressed separately. These strategies relied on the belief that

Portfolio management in a multi-fuel world Read More »

Portfolio management in a multi-fuel world

Energy portfolio management was once a relatively linear exercise. Power desks optimised generation and hedging within electricity markets. Gas desks focused on supply contracts, storage, and seasonal spreads. Oil exposure was managed separately, often as a macro or logistics consideration. Correlations were imperfect, time horizons were distinct, and diversification across fuels offered genuine risk reduction.

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