6 Gennaio 2023

5 spunti per approfondire (1/52)


La rubrica settimanale con i consigli di lettura di RivistaEnergia.it, dall’Europa e dal mondo. Forse non le notizie più eclatanti, ma proprio per questo interessanti da approfondire. Settimana 1/52.

“It’s an example of how great–power competition is rapidly reshaping trade networks in a world economy that looks set to fragment into rival blocs. Russia and Iran, under tremendous pressure from sanctions, are turning toward each other—and they’re both looking eastward, too. The goal is to shield commercial links from Western interference and build new ones with the giant and fast–growing economies of Asia.”

Russia and Iran are building a trade route that defies sanctions
Articolo – Bloomberg

“The number of skilled engineers responsible for manufacturing nuclear equipment has decreased by about 45 per cent, according to the Japan Electrical Manufacturers’ Association. There are also fewer students in nuclear engineering for universities and graduate schools in Japan, with the number declining 14 per cent since 2011.”

Japan’s nuclear restart hit by engineer and manufacturing capacity shortages
Articolo – Financial Times

“With a dose of strategic thinking, and a bit of luck, a constellation of Esbjergs could combine and scale up into a new North Sea economy. This would help Europe achieve its ambitious climate goals and rebalance its energy sources away from countries ruled by tyrants such as Russia’s Vladimir Putin. Its newly minted corporate champions could offer Europe’s best, and perhaps last chance to stay globally relevant. And it could alter the continent’s political and economic balance by creating an alternative to the sputtering Franco-German engine.”

Can the North Sea become Europe’s new economic powerhouse?
Analisi The Economist

“The stakes surrounding the Jonglei Canal are high—for the country, region, and international community. While South Sudan is hugely dependent on imports of fuel, sorghum, and wheat, reveries of tapping into the country’s impressive agricultural and energy potential abound among diplomats, South Sudanese elites, and (prospective) foreign investors.”

Energy and Water for Sovereignty: South Sudan’s Regional Diplomacy and the Geopolitics of the Nile Basin
Commentary – SIPA / Center on Global Energy Policy

The gas industry threats of shortages in the domestic market will spur further government action. Neither the prime minister’s nor Chris Bowen’s political careers could withstand gas rationing with consequent electricity price spikes in Eastern Australia. The government is being forced into a full gas reservation policy on all fields on the east coast. It simply cannot risk real shortages that the producers are threatening.

Where to next for Australian gas?
Analisi – IEEFA

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