洞察
罗马尼亚市场札记
细读拍卖结果、落地的监管规则，以及这些数字对资产买方的实际含义。
Reinforcement Tariffs in Romania: The Cost Investors Fear Most and Pay Least
A large reinforcement tariff on a Romanian grid permit can make a good project look unbankable. In practice, it is rarely paid, and when it is, the money comes back.
2026年10月 · 阅读约 3 分钟
罗马尼亚，"Ready-to-Build"究竟意味着什么
在罗马尼亚，"RTB"是可再生能源领域被滥用最多的标签。以下是我们自身坚持的标准，以及每位投资者在相信这一标签之前应当做的核查。
2026年11月 · 阅读约 3 分钟
为什么是罗马尼亚，为什么是现在：写给土耳其投资者的视角
土耳其企业懂得如何建设能源项目。罗马尼亚能为他们提供本国市场无法提供的东西：一个仅需短途飞行即可抵达的欧盟市场，而且窗口期仍然敞开。
2026年10月 · 阅读约 3 分钟
Storage on Your ATR: Why a Solar Project With Batteries Is Worth More
In Romania, the sun produces the most when energy is worth the least. Adding storage to an existing grid connection is the simp...
2026年10月 · 阅读约 3 分钟
From NDA to SPA: The Real Path of a Renewable Deal in Romania
Most foreign investors know what they want to buy in Romania. Fewer know how a deal actually moves here, step by step, and wher...
2026年10月 · 阅读约 3 分钟
Early Entry: How to Buy a Romanian Project Before It Becomes Expensive
An RTB project is the safest asset you can buy, and also the most expensive. Investors who enter earlier pay less, but only if ...
2026年10月 · 阅读约 3 分钟
N, N-1 and ALO: The Letters in Your Grid Permit That Decide Your Revenue
Most investors read the capacity on a Romanian grid permit and stop there. The real story is in three short terms that tell you...
2026年10月 · 阅读约 3 分钟BESS in Romania: real opportunity or a bubble of projects?
Romania’s storage market is going through a phase shift. For years, batteries were discussed as an accessory — something added ...
2026年9月 · 阅读约 4 分钟
Solar PV with Storage vs. Wind: How to Choose the Right Technology for a Project in Romania
For an investor evaluating the Romanian renewables market, the question “solar or wind?” doesn’t have a universal answer it dep...
2026年8月 · 阅读约 4 分钟日前价格降至€142.91/MWh
本周基荷价格显著下降，比上周下降8.7%，这表明市场动态发生了显著变化。这一下降并未在所有行业体现，如所示的...
2026年8月 · 阅读约 1 分钟
韧性，而非运气
为什么罗马尼亚的能源系统需要结构性灵活性
2026年8月 · 阅读约 3 分钟