Bulgaria: Bulgargaz proposes lower wholesale gas price for January 2026 amid continued market easing
Bulgaria’s state-owned gas supplier Bulgargaz has proposed a reduction in the wholesale price of natural gas to be applied in […]
gas
2030–2035 scenario annex: Gas prices, CBAM and export margins
Scenario one: High volatility, tight LNG markets In a scenario characterised by global LNG tightness, regulatory uncertainty, and persistent geopolitical
Gas–power flexibility models for Serbian industries
Flexibility as a cost-control mechanism Flexibility has become the primary tool for managing gas-driven volatility. In the Serbian context, flexibility
Gas vs electricity procurement: Strategic choices fo Serbian exporters
Serbian exporters increasingly face a strategic choice: treat gas and electricity as separate procurement streams or integrate them into a
Sector-by-sector gas cost sensitivity in Serbian export industries
Steel: Gas as a volatility multiplier rather than a fuel cost In Serbia’s steel industry, gas sensitivity manifests less through
Gas markets as a structural cost driver for Serbian exporters
Natural gas has shifted from a relatively predictable industrial input to a structurally volatile cost driver across European markets. For
What the European gas market means for Serbia-based producers and exporters
The European natural gas market has moved decisively away from its pre-2020 equilibrium. Price formation, supply security, and cost competitiveness
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.