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National emission factors become a de facto electricity export tax

The definitive phase of CBAM has converted national electricity emission factors into a direct commercial charge on exports from the Western Balkans to the...

Western Balkan–EU electricity trade contracts as domestic exchanges gain liquidity

Electricity trading in the Western Balkans developed in two opposite directions during the second quarter of 2026. Commercial exchange with the European Union declined sharply,...

Lower EU prices narrow Balkan power spreads without restoring integration

Day-ahead prices across Southeast Europe moved closer together during the second quarter of 2026, but the apparent convergence was driven mainly by falling EU wholesale...

CBAM starts to redraw Western Balkan electricity trade

The second quarter of 2026 brought a partial easing of the disruption that followed the start of the definitive phase of the EU Carbon Border Adjustment...

New grid stability rules add another bankability test for Southeast Europe’s renewable projects

Southeast Europe’s renewable-energy market is approaching a more technically demanding phase. Grid access is no longer determined only by available megawatts, completion of substations...

SEE drought stress test exposes a regional power deficit that imports alone cannot cover

A simultaneous drought-driven shutdown of every operating nuclear power plant in South-East Europe would remove almost 5.9 GW of dependable generation from the interconnected market. On...
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