Why gas still decides competitiveness in South-East Europe
Competitiveness in South-East Europe’s energy-intensive economy is no longer determined by average electricity prices or by the headline cost of […]
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Carbon convergence makes gas more important, not less, in South-East Europe
Carbon convergence across Europe is widely framed as a force that will marginalise gas over time. In South-East Europe, the
Trading the gas–power interface: Where South-East Europe’s volatility is actually made
In South-East Europe, most of the meaningful volatility is not created in outright gas markets or in flat power positions.
Industrial gas contracting in a power-dominated risk environment
Industrial gas contracting in South-East Europe has entered a regime where electricity risk, not gas price risk, is the dominant cost
Gas-fired capacity as regional system insurance and its chronic underpayment problem
Gas-fired generation in South-East Europe no longer earns its keep by running often. It earns it by being there when nothing
When power prices decouple from gas and why it happens in South-East Europe first
In mature power systems, electricity prices tend to track gas costs with reasonable consistency. Gas may not always be marginal,
Gas as a volatility multiplier in congested power systems
In South-East Europe, gas does not merely influence electricity prices through marginal cost. It multiplies volatility by interacting with structural congestion in
Gas storage as regional insurance, not seasonal inventory
Gas storage in South-East Europe is still widely discussed as a question of how much gas is in the ground. Markets, however,
When LNG stops being a safety valve in South-East Europe
Liquefied natural gas is widely perceived as the ultimate backstop for gas-constrained power systems: flexible, global, and theoretically unconstrained by
The gas–power elasticity gap between South-East Europe and Central Europe
The same gas shock produces very different electricity outcomes depending on where it lands. In Central Europe, gas price movements
Gas tightness versus gas price: Why deliverability matters more than TTF in South-East Europe
In South-East Europe, the most disruptive electricity price events are rarely explained by movements in the Dutch TTF benchmark alone.
Gas as the marginal shock transmitter in South-East European power prices
Gas has become the most misunderstood variable in South-East Europe’s electricity markets. It no longer needs to dominate generation volumes,