Insights

Written for committees and credit teams. Not for the timeline

One long-form note per month — citing every external claim, naming every regulator and counterparty referenced. Subscribe below.

Photo · 16:9
Insights banner — editorial newsroom / writing context
Upload via Theme Customizer → SP Banner image
All articles

Past and upcoming pieces.

Most recent first. Each note cites its sources and names the author.

May 2026
CfD bid cycles in Romania — what changed in 2026
Regulatory · Pipeline

Practical read on the latest CfD round mechanics and what it means for ready-to-build pipelines.

Read note →
Apr 2026
BESS revenue stacking — Romanian market mechanics
BESS · Revenue · Banks

Balancing market, ancillary services, arbitrage — what stacks, what conflicts, what banks underwrite.

Read note →
Mar 2026
Turkey ↔ Romania renewables — capital corridor mechanics
Turkey · Capital · Cross-border

Why Turkish capital is moving into Romanian PV — and what it takes to structure the deal.

Read note →
Feb 2026
EPC tender mechanics for Romanian PV — a buyer's brief
EPC · Tender · Diligence

Tender structure, qualification thresholds, lessons from three closed rounds.

Read note →
Oct 2024
Romanian CfD R1 results — PV Tech series (4 parts)
PV Tech · CfD · Series

Original four-part commentary on R1. Published in October 2024 by Radu Eremciuc.

Read series →
Coming Q3 2026
BESS curtailment risk premium — what banks are pricing in
Upcoming · BESS · Banks

How the curtailment risk premium has moved into bank debt pricing for Romanian PV without BESS.

Get notified →
The RTB Brief

A monthly note for serious investors.

Written for committees and credit teams. No clickbait, no roundups.

One long-form, sourced note per month on Romanian solar, storage and the CfD — senior-authored, dated, with every external claim cited.

Privacy: work email only · no third-party sharing · GDPR-compliant.

Subscribe →
Photo · 1:1
The RTB Brief — publication cover or editorial photo

Reading is research. Writing is conviction.

Get one note a month. Read first. Talk later.