Flexibility as the new currency: Why speed, storage, and response matter more than capacity
For decades, energy economics was built around capacity. Installed megawatts, pipeline diameters, storage volumes, and reserve margins were treated as […]
The invisible hand of oil: Logistics, refineries, and the hidden drivers of power and gas prices
For much of the past two decades, oil was treated as a declining force in Europe’s electricity story. As power
Gas at the centre: How balancing, LNG, and spark spreads now define power prices
For most of Europe’s electricity-market history, natural gas played a supporting role. It was a reliable, dispatchable fuel that complemented
Volatility is no longer cyclical: How shocks now propagate across Europe’s energy system
For much of Europe’s post-liberalisation energy history, volatility was understood as a cyclical phenomenon. Prices rose and fell in response
One energy system, three fuels: Why Europe no longer has separate power, gas, and oil markets
For most of the modern history of European energy policy, electricity, natural gas, and oil were treated as adjacent but
From power flows to industrial costs: How EU electricity volatility reshapes competitiveness in southeast Europe
For decades, electricity was treated by industry as a predictable input. Prices fluctuated within narrow bands, supply security was largely
Flexibility without reward: Why southeast Europe balances Europe’s power system but captures none of the value
In the emerging architecture of Europe’s electricity system, flexibility has become the most valuable attribute a power asset can possess.
Europe’s variable power system: How wind, solar and nuclear reshaped electricity flows from the EU core to southeast Europe
For most of the past half-century, Europe’s electricity system could be understood through a relatively simple lens. Power was generated
EU electricity under CBAM: Why Southeast Europe is structurally exposed
The inclusion of electricity in the European Union’s Carbon Border Adjustment Mechanism marks a quiet but profound shift in how
Serbia at the crossroads of electricity, mining, and CBAM-driven near-shoring
The expansion of the Carbon Border Adjustment Mechanism is quietly redefining Serbia’s position in Europe’s industrial map. What was once
Carbon borders and industrial geography: How electricity, mining, and CBAM are reshaping near-shoring decisions in Europe
The progressive expansion of the Carbon Border Adjustment Mechanism marks a decisive break with the way industrial location has been
Romania: Greenvolt to sell 253 MW Ialomița wind farm to Engie
A wind project in southeastern Romania is set to change ownership as Portuguese renewable energy group Greenvolt moves forward with