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Year in review10 October 2026Nine Months That Repriced Europe's Energy RiskA war in the Gulf, a turn in monetary policy and a $700bn compute build-out have rewritten the assumptions behind most European energy and infrastructure business cases.Read article
BESS / Flexibility6 October 2026The Flexibility Premium Is CompressingEurope's battery storage boom is eroding the very revenues that justified it.Read article
Power prices / Renewables15 September 2026Solar Cannibalization: When Megawatts Stop Being ValueEurope's solar success has created its own pricing problem.Read article
Power prices / Market design25 August 2026Gas-Fired Capacity: The Unloved BackboneDecarbonization does not eliminate gas-fired power. It reprices it.Read articleMore from Siller Insights
- 4 August 2026 · Decision scienceDecision Science In Practice: A disciplined path from signals to decisionsDecision science is the practical organisation of uncertainty so that action follows from evidence. In executive settings the work begins by separating what is known, what is estimated and what is assumed.
- 14 July 2026 · Decision science / ValuationOption Value of Waiting: Timing decisions for compute, contracts and capabilityIf one question matters, it is this: what is the expected cost of being early versus being late. In AI infrastructure, timing is a strategy lever, not an execution detail.
- 23 June 2026 · Data centers / DigitalThe Strategic Architecture of Modern Data Centers: The infrastructure that has quietly become the backbone of the global digital economyData centers have transitioned from a supporting role in corporate IT to the central backbone of the global digital economy.
- 9 June 2026 · Data centers / Energy demandThe Future of Data Center Capacity: Balancing Supply, Demand, and the Rise of AIData center capacity is becoming one of the central economic variables of the global digital transition.
- 26 May 2026 · AI / DigitalAI Fine Tuning in Enterprise: From General Models to Strategic PrecisionA growing number of large organizations are recognizing that generic AI models are not enough for high value work.
- 12 May 2026 · AI / DigitalFrom Automation to Intelligence: Data-driven intelligence transforming enterprise operationsLarge organizations are entering a phase where efficiency is no longer driven by traditional automation but by intelligent orchestration.
- 28 April 2026 · Renewables / M&ARenewables Repriced: Negative Prices Reshape Ownership in Renewable PowerEurope's renewable market has entered a new phase defined by volatility and sophistication.
- 14 April 2026 · Power generation / Supply chainPower Generation Delayed: Europe's Energy Transition Meets Industrial RealityEurope's power generation projects are increasingly constrained by slow delivery of critical equipment. Across the continent, utilities report delays of two to three years for turbines, generators, and control systems.
- 24 March 2026 · Data centers / EnergyThe Green Data Surge: Powering AI with Intelligence and IntegrityArtificial intelligence is reshaping the global energy system. Across Europe and other regions, data centers have become a critical component of economic infrastructure.
- 10 March 2026 · Energy analytics / AIData-Powered Transition: Europe's Energy System Learns to ThinkEurope's energy transition is entering a data-driven phase. The shift toward renewables is no longer defined only by capacity expansion but by intelligence.
- 24 February 2026 · Regulation / TradingREMIT II: From Transparency to Market DisciplineThe European energy market is entering its era of legal precision. With the introduction of REMIT II, regulation has matured from surveillance into structure.
- 10 February 2026 · Regulation / CarbonCarbon Border Adjustment Mechanism: From Transition to EnforcementEurope's climate regulation has entered the monetization stage.
- 27 January 2026 · Regulation / ESGEU Forced Labor Regulation: From Ethics to EnforcementEurope's latest regulation marks a turning point in corporate accountability, drawing a clear line between policy aspiration and enforceable duty.
- 13 January 2026 · AI governanceGenerative AI in Europe: Trust as the New Competitive AdvantageGenerative AI is entering a stage of broad industrial deployment. In Europe, its evolution is being shaped as much by governance as by technology.