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6 clusters · 52 sources · 35 days · First seen · Last updated
Balkan energy crisis: Nuclear shutdowns and fuel shortages
Overview
The regional energy crisis in the Balkans has intensified as drought and infrastructure failures impact both thermal and nuclear production. In Romania, extreme drought and record-low Danube water levels have forced a controlled shutdown of both reactors at the Cernavoda nuclear power plant. Unit 1 was disconnected in July, followed by the disconnection of Unit 2 in August 2026. As Unit 2 provides approximately 20% of the nation’s electricity, the government is relying on wind, hydro, coal, gas, and energy imports to maintain grid stability. Authorities are exploring long-term solutions, such as the Bala 2 project, to improve water flow to the plant.
While Romanian energy companies have reported mixed financial results—with Nuclearelectrica seeing a 36.6% increase in net profit for the first half of 2026 and Hidroelectrica reporting a 62% increase—the regional shortage continues to benefit Bulgaria, which has seen a surge in electricity exports and profits.
In Serbia, the Kostolac thermal power plant’s A2 block remains a critical issue following a fire that destroyed air heater components and damaged internal structures. This outage, representing approximately 4.5% of national electricity production, is estimated to cost between 420,000 and 750,000 euros per day in lost production.
Simultaneously, Bosnia and Herzegovina faces a significant production deficit. Elektroprivreda BiH reported that its 2025 production fell short of targets by 1,452.4 GWh, driven by poor coal quality and a shortfall of 1.01 million tons in coal deliveries from its own mines. Consequently, the company has had to purchase additional electricity from the market to meet domestic demand.
Entities
Romanian Ministry of Energy · Hidroelectrica · Kostolac Thermal Power Plant · Paks Nuclear Power Plant · Ilie Bolojan
Claims
What the coverage asserts, and how well corroborated each claim is across sources.
Coverage disagrees
Sources make claims that cannot both be true. CLSTR reports the disagreement; it does not decide who is right.
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"The Spanish government has extended the operating licenses for both reactors at the Almaraz nuclear power plant until June 2030." www.ara.cat · www.diariodemallorca.es · www.diaridetarragona.com · capital.es · www.elconciso.es · +2 more
vs
"The extension for Almaraz Unit I is approximately 31 months and for Unit II is 19 months" www.diaridetarragona.com · capital.es · www.esdiario.com
The first claim asserts the licenses are extended until June 2030, while the second claim specifies much shorter extensions of 31 and 19 months respectively.
- [DISPUTED] The Spanish government has extended the operating licenses for both reactors at the Almaraz nuclear power plant until June 2030. www.ara.cat · www.diariodemallorca.es · www.diaridetarragona.com · capital.es · www.elconciso.es · +2 more
- [DISPUTED] The extension for Almaraz Unit I is approximately 31 months and for Unit II is 19 months www.diaridetarragona.com · capital.es · www.esdiario.com
- [● 8 SOURCES] Romania has performed a controlled shutdown of Unit 2 at the Cernavoda nuclear power plant due to low Danube River water levels. www.diarioestrategia.cl · www.energynomics.ro · www.radioiasi.ro · telegraph.md · tetovasot.com · +3 more
- [● 4 SOURCES] Romania's national electricity supply will be covered by alternative sources and imports following the Cernavoda shutdown. www.diarioestrategia.cl · www.energynomics.ro · www.radioiasi.ro · telegraph.md
- [● 2 SOURCES] The second reactor at Cernavoda is not expected to return to operation within the next ten days. tetovasot.com · bnn-news.com
- [● 2 SOURCES] Nuclearelectrica reported a net profit of 1.183 billion lei for the first half of 2026, a 36.6% increase from the previous year. economedia.ro · www.revistabiz.ro
- [○ 1 SOURCE] Bulgaria is expected to see increased energy export profits due to the regional energy crisis caused by low Danube water levels. www.zf.ro
- [○ 1 SOURCE] Hidroelectrica reported a 62% increase in net profit for the first half of 2026. www.puterea.ro
- [○ 1 SOURCE] Transgaz reported a consolidated net profit decrease of 215.31 million lei for the first half of 2026 compared to 2025. www.economica.net
Timeline
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about 19 hours ago
Almaraz and Cernavoda nuclear plants face operational shifts in Spain and RomaniaSpain has extended the Almaraz nuclear plant's operation until 2030 to ensure energy security, while Romania has shut down its Cernavoda reactors due to severe drought and low Danube water levels.
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2 days ago
[BUSINESS] 4 sourcesEnergy production faces shortages in Bosnia and Herzegovina and SerbiaEnergy stability is pressured in Bosnia and Herzegovina by coal shortages and in Serbia by a major fire at the Kostolac thermal power plant, leading to production deficits and increased market reliance.
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7 days ago
[BUSINESS] 4 sourcesSerbia maintains energy stability despite low Danube water levelsLow Danube water levels have reduced Serbia's hydropower output to 20-30% capacity, but officials report the energy system remains stable through thermal power and rehabilitated hydro assets.
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20 days ago
[BUSINESS] 2 sourcesSerbian Power Grid Remains Stable Despite Low Danube Water LevelsSerbian EPS chief says electricity supply will stay stable even as Đerdap 1 runs at one‑third capacity due to low Danube levels, with impacts on other plants noted.
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23 days ago
[BUSINESS] 4 sourcesSerbian Power Utility EPS Readies Vlasina Hydroelectric RevitalizationSerbian utility EPS prepares to start autumn works on modernising Vlasina hydro plants, a €109.7 million project funded by the EBRD, EU and EPS to boost long‑term power reliability.
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about 1 month ago
[INTERNATIONAL] 2 sourcesSerbia's Gjerdap 3 hydroelectric project secures US partnershipThe US is partnering with Serbia on the Gjerdap 3 pumped‑storage hydro plant on the Danube, aiming to improve grid stability, reduce Russian energy dependence, and support Serbia’s shift from coal.
Sources
adevarul.ro · agerpres.ro · blogspersonals.ara.cat · bnn-news.com · businessdaily.gr · capital.es · capital.gr · cope.es · cvlpress.ro · danas.rs · diariodejerez.es · diarioestrategia.cl · economedia.ro · economica.net · elcorreoweb.es · eldiario.es · energynomics.ro · es.euronews.com · esdiario.com · faz.net · kayseriolay.com · kurir.rs · lacronicabadajoz.com · lacronicadebadajoz.elperiodicoextremadura.com · lajmi.net · laopinioncoruna.es · levante-emv.com · magyarszo.rs · maszol.ro · monitorulcj.ro · nin.rs · noticiasdemalaga.es · novaekonomija.rs · ocio.diariodemallorca.es · okdiario.com · politika.rs · primorske.si · pt.euronews.com · radioiasi.ro · ratb.ro · revistabiz.ro · sport1.ba · startup.mandiner.hu · stiripesurse.ro · studiob.rs · telegraph.md · tip.ba · trecetv.es
This summary has been updated 10 times: see revision history