electricity

Industrial PPAs in Serbia: Why price is secondary to shape, certainty and proof

For most of the last decade, power purchase agreements in Serbia were evaluated on a single dominant variable: price. The lowest strike won, and everything else was secondary. Under CBAM, that logic breaks down. For energy-intensive exporters, the commercial value of a PPA is no longer defined by how cheap the electricity looks on paper, […]

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From MW to TWh: Why Serbia’s energy transition metrics are misleading exporters

Serbia’s energy transition is still described almost entirely in megawatts. New projects are announced in MW, targets are framed in MW, and public debate treats capacity additions as if they were interchangeable with usable energy. For CBAM-exposed exporters, this framing is not just incomplete—it is actively misleading. What determines competitiveness under CBAM is not how

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Grid delays as a hidden CBAM tax: How 18 months can quietly wipe out Serbia’s export margins

In Serbia’s debate on CBAM exposure, grid infrastructure is still treated as a background constraint—important, but secondary. That framing is dangerously wrong. For CBAM-exposed exporters, grid delays function as an unlegislated carbon tax, imposed not by Brussels but by physics, timing, and procurement logic. Unlike formal CBAM charges, this tax does not appear on invoices.

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Aggregation is the missing market: Why Serbia needs an industrial green power aggregator

Serbia’s debate on green electricity and CBAM exposure has so far focused on capacity build-out and contract pricing. Both matter, but neither addresses the structural failure that increasingly determines outcomes for industrial exporters: the absence of aggregation and portfolio-level control. In a power system moving rapidly toward higher shares of intermittent generation, value no longer

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Aggregation and virtual balancing: Why portfolio-level control becomes the decisive value lever in Serbia

As Serbia’s renewable fleet moves from isolated projects toward system-material portfolios, the center of gravity in value creation shifts away from individual plant performance and toward aggregation, virtual balancing, and coordinated dispatch. This layer sits above turbines, panels, and batteries. It is not hardware; it is market access, control logic, and portfolio optimization, and it

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Europe: Grid build-out is stalling at the equipment and integration layer: A near-sourced execution solution from South-East Europe

Europe’s electricity transition has reached a phase where policy ambition and capital availability are no longer the binding constraints. The limiting factor is execution. Transmission and distribution operators across the continent have secured investment envelopes that now push annual grid-related capital expenditure toward €110–130 billion by the late 2020s. Yet project timelines are slipping, EPC risk premiums

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Europe: New power backbone strategy and its transformational impact on Southeast Europe’s energy grid

Europe’s electricity landscape entered a new era in late 2025 when the European Commission unveiled a comprehensive Grids Package designed to modernise, expand and future-proof the continent’s electricity network. This initiative aims to address persistent infrastructure bottlenecks that have limited cross-border flows, constrained renewable energy growth, and contributed to stark price disparities across markets. What

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Investment flows in the Southeast Europe energy market in 2025: Capital, risk and strategic repositioning

Investment flows into the Southeast Europe energy sector in 2025 represent one of the clearest signals that the region has moved from being perceived as a peripheral, high-risk energy market to a structurally relevant investment destination within the broader European energy transition. While total capital volumes remain below those deployed in core EU markets such as Germany,

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SEE sees sharp electricity price and demand surge in Week 02 of 2026

Electricity prices across the Southeast Europe (SEE) region surged sharply in Week 02 of 2026 compared with Week 01. Most SEE markets saw substantial weekly increases, with prices climbing over 40% in Bulgaria, Romania, Hungary, and Serbia. In these countries, average electricity prices converged around €130–136/MWh, reflecting strong market coupling and limited availability of lower-cost

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Slovenia hits record electricity demand amid extreme cold and low renewable output

Slovenia’s electricity system experienced an unprecedented demand peak during the morning hours of Thursday, 8 January, driven by a combination of severe winter weather and limited renewable generation. Heavy snowfall in the days leading up to the spike covered much of the country, including solar installations, sharply reducing their output, while temperatures plunged well below

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