There is a misconception that continues to circulate in parts of the mining world, including South-East Europe and Serbia. It is the belief that the presence of resources automatically guarantees capi
Beyond trading volume: How European listings reshape valuation logic for SEE and Serbian mining
Mining companies in South-East Europe, and particularly in Serbia, are increasingly confronting a shift they did not expect. For years, success in mining finance was measured almost instinctively in t
Frankfurt as a gatekeeper: Why SEE and Serbian mining companies now need European financial visibility
For decades, the global mining world was structured around a familiar gravitational pull. Early capital was raised in Toronto. Explorers shaped narratives on the TSX-V. Retail investors provided liqui
Europe returns to mining through South-East Europe: Why Serbia is becoming strategically unavoidable
For more than three decades, Europe behaved as if mining were something that happened somewhere else. It chose to outsource risk, outsource geology, outsource environmental impact and outsource politi
Beyond raw materials: Industrial system control as Europe’s real need — with Serbia as the anchor
Europe often frames its industrial vulnerability as a resource scarcity issue. Political speeches emphasise “access” to lithium, rare earths, nickel, copper or manganese. Strategy papers discuss upstr
South-East Europe as Europe’s heavy-industry shock absorber: Serbia as the competitive anchor
Europe’s core industrial economies are increasingly constrained. High and volatile energy prices, dense regulatory frameworks, urban saturation, community resistance to new heavy industrial assets and
Europe doesn’t need more raw materials — it needs control of industrial systems, and Serbia is where that control can anchor
Europe often frames its industrial vulnerability as a resource scarcity issue. Political speeches emphasise “access” to lithium, rare earths, nickel, copper or manganese. Strategy papers discuss upstr
South-East Europe as Europe’s heavy-industry shock absorber — with Serbia as its competitive anchor
Europe’s core industrial economies are increasingly constrained. High and volatile energy prices, dense regulatory frameworks, urban saturation, community resistance to new heavy industrial assets and
Infrastructure is destiny: How grids, pipelines and bottlenecks create price signals
Energy markets are often analysed as abstractions: prices, curves, spreads, marginal costs. Infrastructure appears in these models as a constraint, a background condition that occasionally matters dur
South-East Europe as Europe’s stress test: What the region reveals about the energy transition
South-East Europe does not sit on the periphery of Europe’s energy system. It sits at its edge in a different sense: the edge where constraints bind first, where volatility appears earliest, and where