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            <title>Middle-East conflict: Impact on global gas market</title>
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            <media:title>Middle-East conflict: Impact on global gas market</media:title>
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            <itunes:author>Montel</itunes:author>
            <itunes:duration>33:57</itunes:duration>
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            <title>CBAM - Decarbonising indirect electricity emissions for industrial...</title>
            <link>http://video.montel.energy/cbam-decarbonising-indirect</link>
            <description>&lt;p&gt;&lt;p&gt;Most CBAM conversations focus on energy exports. This one doesn't. Ivana Đurović, Category Manager Renewable Energy at Knauf, shifts the lens to corporate off-takers and the indirect emissions challenge that energy-intensive manufacturers across Central and Southeastern Europe are quietly unprepared for.&lt;/p&gt;&lt;p&gt;Drawing on procurement experience across 33 plants in the region, she walks through how CBAM handles indirect emissions differently from the EU ETS, why hourly-matched physical PPAs are currently the only compliant path to reducing CBAM certificate costs, and what that means practically for companies consuming grid electricity in non-EU countries.&lt;/p&gt;&lt;p&gt;Key topics covered include how indirect emissions are calculated and reported under CBAM, the rules around acceptable evidence of low carbon consumption, why virtual PPAs do not qualify and physical delivery is required, how hourly matching works in practice without requiring 24/7 coverage, the flexibility of technology choice under CBAM including older hydro and nuclear assets, and why physical PPAs remain essentially non-existent in Western Balkan markets despite growing compliance pressure.&lt;/p&gt;&lt;p&gt;She closes with a pointed question the industry is avoiding: if exports are stalling, merchant revenues are compressing, and CBAM penalties are approaching, could the regulation itself be the catalyst that finally gets utilities and corporate buyers to the same table?&lt;/p&gt;&lt;p&gt;A timely session for corporate energy buyers, procurement teams, PPA developers, and anyone tracking the commercial implications of CBAM beyond the grid.&lt;/p&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/cbam-decarbonising-indirect"&gt;&lt;img src="http://video.montel.energy/64968569/124345418/6868289de7c78caa4937a255c3b7029b/standard/download-12-thumbnail.jpg" width="75" height=""/&gt;&lt;/a&gt;&lt;/p&gt;</description>
            <guid>http://video.montel.energy/photo/124345418</guid>
            <pubDate>Thu, 05 Mar 2026 17:15:09 GMT</pubDate>
            <media:title>CBAM - Decarbonising indirect electricity emissions for industrial...</media:title>
            <itunes:summary>Most CBAM conversations focus on energy exports. This one doesn't. Ivana Đurović, Category Manager Renewable Energy at Knauf, shifts the lens to corporate off-takers and the indirect emissions challenge that energy-intensive manufacturers across Central and Southeastern Europe are quietly unprepared for.Drawing on procurement experience across 33 plants in the region, she walks through how CBAM handles indirect emissions differently from the EU ETS, why hourly-matched physical PPAs are currently the only compliant path to reducing CBAM certificate costs, and what that means practically for companies consuming grid electricity in non-EU countries.Key topics covered include how indirect emissions are calculated and reported under CBAM, the rules around acceptable evidence of low carbon consumption, why virtual PPAs do not qualify and physical delivery is required, how hourly matching works in practice without requiring 24/7 coverage, the flexibility of technology choice under CBAM including older hydro and nuclear assets, and why physical PPAs remain essentially non-existent in Western Balkan markets despite growing compliance pressure.She closes with a pointed question the industry is avoiding: if exports are stalling, merchant revenues are compressing, and CBAM penalties are approaching, could the regulation itself be the catalyst that finally gets utilities and corporate buyers to the same table?A timely session for corporate energy buyers, procurement teams, PPA developers, and anyone tracking the commercial implications of CBAM beyond the grid.</itunes:summary>
            <itunes:subtitle>Most CBAM conversations focus on energy exports. This one doesn't. Ivana Đurović, Category Manager Renewable Energy at Knauf, shifts the lens to corporate off-takers and the indirect emissions challenge that energy-intensive manufacturers across...</itunes:subtitle>
            <itunes:author>Montel</itunes:author>
            <itunes:duration>16:21</itunes:duration>
            <media:description type="html">&lt;p&gt;&lt;p&gt;Most CBAM conversations focus on energy exports. This one doesn't. Ivana Đurović, Category Manager Renewable Energy at Knauf, shifts the lens to corporate off-takers and the indirect emissions challenge that energy-intensive manufacturers across Central and Southeastern Europe are quietly unprepared for.&lt;/p&gt;&lt;p&gt;Drawing on procurement experience across 33 plants in the region, she walks through how CBAM handles indirect emissions differently from the EU ETS, why hourly-matched physical PPAs are currently the only compliant path to reducing CBAM certificate costs, and what that means practically for companies consuming grid electricity in non-EU countries.&lt;/p&gt;&lt;p&gt;Key topics covered include how indirect emissions are calculated and reported under CBAM, the rules around acceptable evidence of low carbon consumption, why virtual PPAs do not qualify and physical delivery is required, how hourly matching works in practice without requiring 24/7 coverage, the flexibility of technology choice under CBAM including older hydro and nuclear assets, and why physical PPAs remain essentially non-existent in Western Balkan markets despite growing compliance pressure.&lt;/p&gt;&lt;p&gt;She closes with a pointed question the industry is avoiding: if exports are stalling, merchant revenues are compressing, and CBAM penalties are approaching, could the regulation itself be the catalyst that finally gets utilities and corporate buyers to the same table?&lt;/p&gt;&lt;p&gt;A timely session for corporate energy buyers, procurement teams, PPA developers, and anyone tracking the commercial implications of CBAM beyond the grid.&lt;/p&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/cbam-decarbonising-indirect"&gt;&lt;img src="http://video.montel.energy/64968569/124345418/6868289de7c78caa4937a255c3b7029b/standard/download-12-thumbnail.jpg" width="75" height=""/&gt;&lt;/a&gt;&lt;/p&gt;</media:description>
            <media:content url="https://video.montel.energy/v.ihtml/player.html?token=6868289de7c78caa4937a255c3b7029b&amp;source=podcast&amp;photo%5fid=124345418" width="625" height="938" type="text/html" medium="video" duration="981" isDefault="true" expression="full"/>
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        </item>
        <item>
            <enclosure url="http://video.montel.energy/64968567/124325228/12a35cbbe9ed17514f21d7f83b922f41/video_medium/comparison-of-bess-optimization-in-video.mp4?source=podcast" type="video/mp4" length="292050525"/>
            <title>Comparison of BESS optimization in Western Europe vs CSEE  Guy Holding,...</title>
            <link>http://video.montel.energy/comparison-of-bess-optimization-in</link>
            <description>&lt;p&gt;&lt;p&gt;Guy Holding (enspired) breaks down cross-market BESS optimization using live data from a German asset, making the case that performance warranties alone can add over €15 million across a project lifetime. Stella Zacharia (Optimus Energy) follows with Greek market data showing curtailment rates peaking near 15% in spring 2025, a clear signal that storage deployment is overdue.&lt;/p&gt;&lt;p&gt;The panel brings together all four speakers to tackle the big questions facing CSEE battery markets: how fast cannibalization will hit, why multi-market optimization is non-negotiable in shallow markets, what the Greek grid connection queue means for project timelines, and what separates a strong route-to-market partner from the rest.&lt;/p&gt;&lt;p&gt;The message is simple. The first movers who get assets live now will capture the best returns. The question is not whether cannibalization comes. It is whether you are already earning before it does.&lt;/p&gt;&lt;p&gt;An essential session for BESS developers, investors, and optimizers building a strategy in CSEE.&lt;/p&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/comparison-of-bess-optimization-in"&gt;&lt;img src="http://video.montel.energy/64968567/124325228/12a35cbbe9ed17514f21d7f83b922f41/standard/download-14-thumbnail.jpg" width="75" height=""/&gt;&lt;/a&gt;&lt;/p&gt;</description>
            <guid>http://video.montel.energy/photo/124325228</guid>
            <pubDate>Thu, 05 Mar 2026 16:44:41 GMT</pubDate>
            <media:title>Comparison of BESS optimization in Western Europe vs CSEE  Guy Holding,...</media:title>
            <itunes:summary>Guy Holding (enspired) breaks down cross-market BESS optimization using live data from a German asset, making the case that performance warranties alone can add over €15 million across a project lifetime. Stella Zacharia (Optimus Energy) follows with Greek market data showing curtailment rates peaking near 15% in spring 2025, a clear signal that storage deployment is overdue.The panel brings together all four speakers to tackle the big questions facing CSEE battery markets: how fast cannibalization will hit, why multi-market optimization is non-negotiable in shallow markets, what the Greek grid connection queue means for project timelines, and what separates a strong route-to-market partner from the rest.The message is simple. The first movers who get assets live now will capture the best returns. The question is not whether cannibalization comes. It is whether you are already earning before it does.An essential session for BESS developers, investors, and optimizers building a strategy in CSEE.</itunes:summary>
            <itunes:subtitle>Guy Holding (enspired) breaks down cross-market BESS optimization using live data from a German asset, making the case that performance warranties alone can add over €15 million across a project lifetime. Stella Zacharia (Optimus Energy) follows...</itunes:subtitle>
            <itunes:author>Montel</itunes:author>
            <itunes:duration>50:31</itunes:duration>
            <media:description type="html">&lt;p&gt;&lt;p&gt;Guy Holding (enspired) breaks down cross-market BESS optimization using live data from a German asset, making the case that performance warranties alone can add over €15 million across a project lifetime. Stella Zacharia (Optimus Energy) follows with Greek market data showing curtailment rates peaking near 15% in spring 2025, a clear signal that storage deployment is overdue.&lt;/p&gt;&lt;p&gt;The panel brings together all four speakers to tackle the big questions facing CSEE battery markets: how fast cannibalization will hit, why multi-market optimization is non-negotiable in shallow markets, what the Greek grid connection queue means for project timelines, and what separates a strong route-to-market partner from the rest.&lt;/p&gt;&lt;p&gt;The message is simple. The first movers who get assets live now will capture the best returns. The question is not whether cannibalization comes. It is whether you are already earning before it does.&lt;/p&gt;&lt;p&gt;An essential session for BESS developers, investors, and optimizers building a strategy in CSEE.&lt;/p&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/comparison-of-bess-optimization-in"&gt;&lt;img src="http://video.montel.energy/64968567/124325228/12a35cbbe9ed17514f21d7f83b922f41/standard/download-14-thumbnail.jpg" width="75" height=""/&gt;&lt;/a&gt;&lt;/p&gt;</media:description>
            <media:content url="https://video.montel.energy/v.ihtml/player.html?token=12a35cbbe9ed17514f21d7f83b922f41&amp;source=podcast&amp;photo%5fid=124325228" width="625" height="417" type="text/html" medium="video" duration="3031" isDefault="true" expression="full"/>
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        </item>
        <item>
            <enclosure url="http://video.montel.energy/64968558/124338324/ee84f7117649b9cc3ca278a2151ad6ce/video_medium/the-risk-of-european-fragmentation-video.mp4?source=podcast" type="video/mp4" length="73817206"/>
            <title>The risk of European fragmentation amid CSEE energy uncertainty Andrés Cala,...</title>
            <link>http://video.montel.energy/the-risk-of-european-fragmentation</link>
            <description>&lt;p&gt;&lt;p&gt;In this session, Montel's Geopolitical Energy Analyst Andrés Cala delivers a frank assessment of the fault lines fracturing European energy solidarity, and why the CSEE region is at the centre of it.&lt;/p&gt;&lt;p&gt;Andrés maps the uncomfortable reality facing Hungary and Slovakia: with 80–95% Russian dependency on oil and gas, these are not countries that can simply pivot overnight. Against a backdrop of blocked EU loans to Ukraine, stalled sanctions packages, threatened gas flow cuts, and looming elections, he argues the EU's slow-moving decision-making machine is dangerously ill-suited to the pace of events.&lt;/p&gt;&lt;p&gt;Key topics covered include:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;&lt;p&gt;Why Hungary and Slovakia's energy dependencies make them structural vulnerabilities inside the EU&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;The limits of LNG as a realistic replacement for pipeline gas in landlocked, cost-sensitive economies&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Turkey's role as a potential southern back door — and the constraints on that route&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Greece–Bulgaria interconnection capacity and what's actually being used&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Why the vertical gas corridor debate is less about infrastructure and more about who pays&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;The transparency and liquidity gap in CSEE gas markets&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Whether EU market design reforms are sufficient — and Andrés' blunt answer: no&lt;/p&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;He closes with a wider challenge to Western European leaders: peripheral countries, whether in the east or the south, will not remain committed to a project they feel is being played unfairly. Fragmentation is not a distant risk. It is already underway.&lt;/p&gt;&lt;p&gt;A sharp, unfiltered perspective for anyone tracking European energy policy, gas market dynamics, or geopolitical risk.&lt;/p&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/the-risk-of-european-fragmentation"&gt;&lt;img src="http://video.montel.energy/64968558/124338324/ee84f7117649b9cc3ca278a2151ad6ce/standard/download-21-thumbnail.jpg" width="75" height=""/&gt;&lt;/a&gt;&lt;/p&gt;</description>
            <guid>http://video.montel.energy/photo/124338324</guid>
            <pubDate>Thu, 05 Mar 2026 14:31:19 GMT</pubDate>
            <media:title>The risk of European fragmentation amid CSEE energy uncertainty Andrés Cala,...</media:title>
            <itunes:summary>In this session, Montel's Geopolitical Energy Analyst Andrés Cala delivers a frank assessment of the fault lines fracturing European energy solidarity, and why the CSEE region is at the centre of it.Andrés maps the uncomfortable reality facing Hungary and Slovakia: with 80–95% Russian dependency on oil and gas, these are not countries that can simply pivot overnight. Against a backdrop of blocked EU loans to Ukraine, stalled sanctions packages, threatened gas flow cuts, and looming elections, he argues the EU's slow-moving decision-making machine is dangerously ill-suited to the pace of events.Key topics covered include:Why Hungary and Slovakia's energy dependencies make them structural vulnerabilities inside the EUThe limits of LNG as a realistic replacement for pipeline gas in landlocked, cost-sensitive economiesTurkey's role as a potential southern back door — and the constraints on that routeGreece–Bulgaria interconnection capacity and what's actually being usedWhy the vertical gas corridor debate is less about infrastructure and more about who paysThe transparency and liquidity gap in CSEE gas marketsWhether EU market design reforms are sufficient — and Andrés' blunt answer: noHe closes with a wider challenge to Western European leaders: peripheral countries, whether in the east or the south, will not remain committed to a project they feel is being played unfairly. Fragmentation is not a distant risk. It is already underway.A sharp, unfiltered perspective for anyone tracking European energy policy, gas market dynamics, or geopolitical risk.</itunes:summary>
            <itunes:subtitle>In this session, Montel's Geopolitical Energy Analyst Andrés Cala delivers a frank assessment of the fault lines fracturing European energy solidarity, and why the CSEE region is at the centre of it.Andrés maps the uncomfortable reality facing...</itunes:subtitle>
            <itunes:author>Montel</itunes:author>
            <itunes:duration>22:51</itunes:duration>
            <media:description type="html">&lt;p&gt;&lt;p&gt;In this session, Montel's Geopolitical Energy Analyst Andrés Cala delivers a frank assessment of the fault lines fracturing European energy solidarity, and why the CSEE region is at the centre of it.&lt;/p&gt;&lt;p&gt;Andrés maps the uncomfortable reality facing Hungary and Slovakia: with 80–95% Russian dependency on oil and gas, these are not countries that can simply pivot overnight. Against a backdrop of blocked EU loans to Ukraine, stalled sanctions packages, threatened gas flow cuts, and looming elections, he argues the EU's slow-moving decision-making machine is dangerously ill-suited to the pace of events.&lt;/p&gt;&lt;p&gt;Key topics covered include:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;&lt;p&gt;Why Hungary and Slovakia's energy dependencies make them structural vulnerabilities inside the EU&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;The limits of LNG as a realistic replacement for pipeline gas in landlocked, cost-sensitive economies&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Turkey's role as a potential southern back door — and the constraints on that route&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Greece–Bulgaria interconnection capacity and what's actually being used&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Why the vertical gas corridor debate is less about infrastructure and more about who pays&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;The transparency and liquidity gap in CSEE gas markets&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Whether EU market design reforms are sufficient — and Andrés' blunt answer: no&lt;/p&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;He closes with a wider challenge to Western European leaders: peripheral countries, whether in the east or the south, will not remain committed to a project they feel is being played unfairly. Fragmentation is not a distant risk. It is already underway.&lt;/p&gt;&lt;p&gt;A sharp, unfiltered perspective for anyone tracking European energy policy, gas market dynamics, or geopolitical risk.&lt;/p&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/the-risk-of-european-fragmentation"&gt;&lt;img src="http://video.montel.energy/64968558/124338324/ee84f7117649b9cc3ca278a2151ad6ce/standard/download-21-thumbnail.jpg" width="75" height=""/&gt;&lt;/a&gt;&lt;/p&gt;</media:description>
            <media:content url="https://video.montel.energy/v.ihtml/player.html?token=ee84f7117649b9cc3ca278a2151ad6ce&amp;source=podcast&amp;photo%5fid=124338324" width="625" height="352" type="text/html" medium="video" duration="1371" isDefault="true" expression="full"/>
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        <item>
            <enclosure url="http://video.montel.energy/64968561/124328113/4e457a3ba9aaa117c63a15948ceaeb30/video_medium/bess-market-outlook-in-csee-the-3-video.mp4?source=podcast" type="video/mp4" length="58699816"/>
            <title>BESS market outlook in CSEE: the high-spread investment frontier André...</title>
            <link>http://video.montel.energy/bess-market-outlook-in-csee-the-3</link>
            <description>&lt;p&gt;&lt;p&gt;In this session, André Bosschaart from Montel Analytics breaks down why battery energy storage systems (BESS) are one of the most talked-about assets in European energy markets right now, and where they make the strongest business case.&lt;br&gt;&lt;/p&gt;&lt;p&gt;André walks through the fundamentals driving BESS profitability: fuel mix dynamics, day-ahead and intraday price spreads, ancillary services correlation, and the role of gas-fired generation in creating the volatility that batteries thrive on. Using real market data from March 2025 and 2026, he presents a country-level leaderboard across Europe — and makes a compelling argument for why the CSEE region (Central, South and Eastern Europe) currently offers the best conditions for battery investment.&lt;br&gt;&lt;/p&gt;&lt;p&gt;Key topics covered include:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;&lt;p&gt;How solar, wind and gas generation shape daily price spreads across CWE, Nordic, Iberian and CSEE markets&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Why hydro-dominated grids suppress battery revenues&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;The relationship between gas plant efficiency, fleet age and price volatility&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Grid connection challenges and asymmetric connection agreements facing developers today&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;The geopolitical dimension: why elevated gas prices — however unfortunate their cause, strengthen the BESS business case&lt;br&gt;&lt;/p&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;André closes with a sobering thought: the same energy transition that's driving battery demand could eventually saturate the market and undermine the very economics that make batteries attractive today.&lt;br&gt;&lt;/p&gt;&lt;p&gt;A sharp, data-driven presentation for anyone working in energy trading, asset optimisation or BESS investment strategy.&lt;/p&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/bess-market-outlook-in-csee-the-3"&gt;&lt;img src="http://video.montel.energy/64968561/124328113/4e457a3ba9aaa117c63a15948ceaeb30/standard/download-24-thumbnail.jpg" width="75" height=""/&gt;&lt;/a&gt;&lt;/p&gt;</description>
            <guid>http://video.montel.energy/photo/124328113</guid>
            <pubDate>Thu, 05 Mar 2026 12:09:46 GMT</pubDate>
            <media:title>BESS market outlook in CSEE: the high-spread investment frontier André...</media:title>
            <itunes:summary>In this session, André Bosschaart from Montel Analytics breaks down why battery energy storage systems (BESS) are one of the most talked-about assets in European energy markets right now, and where they make the strongest business case.André walks through the fundamentals driving BESS profitability: fuel mix dynamics, day-ahead and intraday price spreads, ancillary services correlation, and the role of gas-fired generation in creating the volatility that batteries thrive on. Using real market data from March 2025 and 2026, he presents a country-level leaderboard across Europe — and makes a compelling argument for why the CSEE region (Central, South and Eastern Europe) currently offers the best conditions for battery investment.Key topics covered include:How solar, wind and gas generation shape daily price spreads across CWE, Nordic, Iberian and CSEE marketsWhy hydro-dominated grids suppress battery revenuesThe relationship between gas plant efficiency, fleet age and price volatilityGrid connection challenges and asymmetric connection agreements facing developers todayThe geopolitical dimension: why elevated gas prices — however unfortunate their cause, strengthen the BESS business caseAndré closes with a sobering thought: the same energy transition that's driving battery demand could eventually saturate the market and undermine the very economics that make batteries attractive today.A sharp, data-driven presentation for anyone working in energy trading, asset optimisation or BESS investment strategy.</itunes:summary>
            <itunes:subtitle>In this session, André Bosschaart from Montel Analytics breaks down why battery energy storage systems (BESS) are one of the most talked-about assets in European energy markets right now, and where they make the strongest business case.André walks...</itunes:subtitle>
            <itunes:author>Montel</itunes:author>
            <itunes:duration>23:25</itunes:duration>
            <media:description type="html">&lt;p&gt;&lt;p&gt;In this session, André Bosschaart from Montel Analytics breaks down why battery energy storage systems (BESS) are one of the most talked-about assets in European energy markets right now, and where they make the strongest business case.&lt;br&gt;&lt;/p&gt;&lt;p&gt;André walks through the fundamentals driving BESS profitability: fuel mix dynamics, day-ahead and intraday price spreads, ancillary services correlation, and the role of gas-fired generation in creating the volatility that batteries thrive on. Using real market data from March 2025 and 2026, he presents a country-level leaderboard across Europe — and makes a compelling argument for why the CSEE region (Central, South and Eastern Europe) currently offers the best conditions for battery investment.&lt;br&gt;&lt;/p&gt;&lt;p&gt;Key topics covered include:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;&lt;p&gt;How solar, wind and gas generation shape daily price spreads across CWE, Nordic, Iberian and CSEE markets&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Why hydro-dominated grids suppress battery revenues&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;The relationship between gas plant efficiency, fleet age and price volatility&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Grid connection challenges and asymmetric connection agreements facing developers today&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;The geopolitical dimension: why elevated gas prices — however unfortunate their cause, strengthen the BESS business case&lt;br&gt;&lt;/p&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;André closes with a sobering thought: the same energy transition that's driving battery demand could eventually saturate the market and undermine the very economics that make batteries attractive today.&lt;br&gt;&lt;/p&gt;&lt;p&gt;A sharp, data-driven presentation for anyone working in energy trading, asset optimisation or BESS investment strategy.&lt;/p&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/bess-market-outlook-in-csee-the-3"&gt;&lt;img src="http://video.montel.energy/64968561/124328113/4e457a3ba9aaa117c63a15948ceaeb30/standard/download-24-thumbnail.jpg" width="75" height=""/&gt;&lt;/a&gt;&lt;/p&gt;</media:description>
            <media:content url="https://video.montel.energy/v.ihtml/player.html?token=4e457a3ba9aaa117c63a15948ceaeb30&amp;source=podcast&amp;photo%5fid=124328113" width="625" height="352" type="text/html" medium="video" duration="1405" isDefault="true" expression="full"/>
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            <itunes:image href="http://video.montel.energy/64968561/124328113/4e457a3ba9aaa117c63a15948ceaeb30/standard/download-24-thumbnail.jpg/thumbnail.jpg"/>
        </item>
        <item>
            <enclosure url="http://video.montel.energy/64968570/119599496/81b90fec3665d931a10ebd1a2754ba77/video_medium/q4-2025-outlook-long-term-market-1-video.mp4?source=podcast" type="video/mp4" length="149799469"/>
            <title>Q4 2025 Outlook: Long-term market expectations for EU &amp; Nordic power</title>
            <link>http://video.montel.energy/q4-2025-outlook-long-term-market-1</link>
            <description>&lt;p&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/q4-2025-outlook-long-term-market-1"&gt;&lt;img src="http://video.montel.energy/64968570/119599496/81b90fec3665d931a10ebd1a2754ba77/standard/download-12-thumbnail.jpg" width="75" height=""/&gt;&lt;/a&gt;&lt;/p&gt;</description>
            <guid>http://video.montel.energy/photo/119599496</guid>
            <pubDate>Thu, 19 Feb 2026 12:00:08 GMT</pubDate>
            <media:title>Q4 2025 Outlook: Long-term market expectations for EU &amp; Nordic power</media:title>
            <itunes:summary></itunes:summary>
            <itunes:subtitle></itunes:subtitle>
            <itunes:author>Montel</itunes:author>
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            <title>Battery Storage in Europe: key trends &amp; revenue evaluation</title>
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            <media:title>Battery Storage in Europe: key trends &amp; revenue evaluation</media:title>
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            <media:title>Nordic balancing market: what will the future bring?</media:title>
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            <itunes:duration>36:32</itunes:duration>
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