AGP Executive Report
Last update: 9 hours agoCBAM Shock to Power Markets: EU carbon border charges are already backfiring for the Western Balkans. At BEF 2026, Serbian exchange leaders warned CBAM has cut liquidity, widened price gaps between Serbia and Hungary, reduced cross-border electricity trade toward the EU, and lowered the value of transmission capacity—adding “instability” to the regional market. Grid Race for Renewables: Balkan TSOs say the green transition hinges on faster transmission build-out. Serbia’s EMS expects to connect 12 GW of renewables in six years, while ministers in Athens pushed regional interconnectors and the Vertical Gas Corridor to keep supply diversified. Gas Deal Pressure: Serbia’s energy minister says it will deliver its final position to Hungary’s MOL on the NIS stake talks by end of day, with a key decision expected Monday—Pancevo refinery operations remain the sticking point. Supply Resilience in Greece: HELLENiQ ENERGY points to Greece’s fuel self-sufficiency and reserves as Middle East tensions strain global markets. North Macedonia Energy Upgrade: EVN Macedonia brought a 10 MW/2-hour battery storage system into operation at its Probištip solar park.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.