SEE

Europe’s grid build-out and the strategic repositioning of SEE’s power markets Read More »

Europe’s grid build-out and the strategic repositioning of SEE’s power markets

The European Commission’s decision to accelerate and scale up Europe’s electricity grid expansion is not simply a technical upgrade programme. It is a structural market intervention whose consequences will be felt most sharply in peripheral but highly interconnected regions such as South-East Europe (SEE). While the stated objectives are lower energy prices, faster renewable integration […]

Stress test for SEE’s energy system: What happens if all nuclear capacity is shut down and how renewables and balancing absorb the shock Read More »

Stress test for SEE’s energy system: What happens if all nuclear capacity is shut down and how renewables and balancing absorb the shock

A full shutdown of nuclear power across South-East Europe would represent the most severe structural stress test the regional energy system has faced since market liberalisation. Unlike price shocks or fuel disruptions, nuclear exit would remove firm, low-marginal-cost baseload that currently anchors system stability, cross-border trade and seasonal balance. The consequences would not be linear. They would

Lenders and state-owned power utilities in South-East Europe: Megawatts financed, capital deployed and the long-term liabilities embedded in the system Read More »

Lenders and state-owned power utilities in South-East Europe: Megawatts financed, capital deployed and the long-term liabilities embedded in the system

State-owned power utilities in South-East Europe remain the structural backbone of the regional electricity system, even as private renewables, batteries and merchant assets dominate new capacity additions. What has changed is not their centrality, but the nature of their financial exposure. Today, state utilities sit at the convergence of legacy megawatts, new grid investments, lender-driven capital

Who really owns and finances battery-backed renewables in south-east europe: how storage, capital and control reshaped the region’s power system Read More »

Who really owns and finances battery-backed renewables in south-east europe: how storage, capital and control reshaped the region’s power system

Battery energy storage has not merely complemented renewable energy in South-East Europe; it has fundamentally redefined who owns assets, who finances them, who controls dispatch and who ultimately captures value. Wind turbines and solar panels still dominate the physical landscape, but economically they are no longer the centre of gravity. The decisive asset is storage,

Oil storage in Southeast Europe: Strategic capacity, market power, prices, forecasts, Capex/Opex realities and the new competitive landscape Read More »

Oil storage in Southeast Europe: Strategic capacity, market power, prices, forecasts, Capex/Opex realities and the new competitive landscape

Oil storage in Southeast Europe is moving from a background logistical function into one of the most powerful strategic assets shaping the region’s energy markets, trading dynamics, pricing trajectories and industrial competitiveness. As ownership of Russian-linked downstream assets continues to unwind and European, Central European and global players position themselves to take control of refining,

Gas storage: The hidden power lever reshaping Southeast Europe’s energy security, trading dynamics, and industrial pricing Read More »

Gas storage: The hidden power lever reshaping Southeast Europe’s energy security, trading dynamics, and industrial pricing

Gas storage facilities have become one of the most decisive variables in shaping Southeast Europe’s evolving energy reality, and once integrated into the broader transition from Russian-anchored supply to diversified ownership, they fundamentally alter trading dynamics, pricing structures and industrial security. If refineries determine fuel sovereignty and upstream supply defines strategic exposure, then gas storage

Energy market realignment in Southeast Europe: Trading dynamics, price projections, new players and industrial cost impacts as Russian oil and gas footprints retract Read More »

Energy market realignment in Southeast Europe: Trading dynamics, price projections, new players and industrial cost impacts as Russian oil and gas footprints retract

Southeast Europe’s energy markets stand on the brink of a systemic transformation. What was a patchwork of historical supply relationships, infrastructural dependencies and geopolitical leverages is now being reshaped by a confluence of asset sales, sanctions pressures, corporate strategy shifts, and evolving global commodity price dynamics. For traders, industrialists, policymakers and strategic investors, the question

Region: SEE sees falling electricity prices in early 2026 amid lower demand and surge in renewables Read More »

Region: SEE sees falling electricity prices in early 2026 amid lower demand and surge in renewables

Electricity prices across the Southeast European (SEE) region fell significantly in Week 01 of 2026 compared to Week 52 of 2025, driven by reduced demand during the New Year holidays and higher wind and solar generation. With the exception of Italy, all markets reported week-on-week price declines, many in the high single-digit to low double-digit

Battery storage in Southeast Europe: Quantified capacity evolution, grid security logic, economic reality and deployment scenarios to 2035 Read More »

Battery storage in Southeast Europe: Quantified capacity evolution, grid security logic, economic reality and deployment scenarios to 2035

Battery energy storage systems have shifted from speculative conversation to structural necessity in Southeast Europe. The question is no longer whether battery storage will become central to the region’s electricity systems, but how quickly it will scale, how deeply it will influence price formation, how strongly it will reinforce supply security, and how it will

Ownership structure of renewable energy producers in South-East Europe in 2025: Who owns the transition and where the capital comes from Read More »

Ownership structure of renewable energy producers in South-East Europe in 2025: Who owns the transition and where the capital comes from

By 2025 renewable energy in South-East Europe is no longer primarily a state-utility story. Hydropower built before 1990 still sits largely in public ownership across the region, but almost every meaningful megawatt of wind and solar installed in the last decade belongs to private investors, international utilities, infrastructure funds, development banks and increasingly Gulf sovereign-linked

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