The Adriatic price axis: How Montenegro–Italy coupling creates a new European electricity corridor
The coupling of Montenegro’s electricity market with Italy’s marks the emergence of a new structural feature in Europe’s power market […]
CBAM News
SEE oil forward curve to 2030: Country overlays, execution risk, and pricingregimes in a constrained regional market
By 2030, the southeast European oil forward curve can no longer be understood as a single regional construct. What may
SEE oil trading outlook 2026–2030: Flows, spreads, freight,and optionality in a constrained Europe
Between 2026 and 2030, Southeast Europe’s oil market will be shaped less by broad price direction and more by structural
Refining margins turn SEE into a residual market during tight cycles
High European refining margins are increasingly reshaping supply allocation, with refiners prioritizing markets that offer the highest liquidity and netbacks.
Global supply risk feeds SEE volatility through margin and inventory channels
Global oil price shocks from geopolitical disruptions rarely pass directly into Southeast European markets. Instead, they filter through refinery margins
Shadow fleet pressure tightens freight markets and reshapes SEE basis dynamics
The EU’s scrutiny of Russia’s shadow tanker fleet has an indirect but significant impact on southeast European oil markets. By
Sanctions enforcement becomes a pricing variable in southeast Europe oil flows
The latest EU sanctions targeting individual oil traders and facilitators connected to Russian exports do not create new legal constraints
A trader-led structural model with LNG and power price transmission (2026–2030)
In South-East Europe, gas–power interaction has moved decisively beyond simple fuel substitution logic. Spark spreads now act as the principal
Liquidity, LNG volatility, basis risk and power price transmission
South-East Europe’s gas markets have quietly crossed a structural threshold. What once functioned as a peripheral extension of continental Europe’s
Rising U.S. LNG dependence and how volatility travels into SEE gas markets
The European Union’s growing dependence on U.S. LNG is often framed as a success story of diversification and energy security.
European gas prices at multi-year lows and the strategic window for South-East Europe
European gas prices have fallen to their lowest levels in more than a year, with front-month Dutch TTF contracts trading
Italy’s LNG strategy and the quiet re-routing of gas flows into South-East Europe
Italy’s decision to consolidate control over key LNG infrastructure, including the Livorno terminal, may appear domestically focused at first glance.