3 Febbraio 2023

5 spunti per approfondire (settimana 5/2023)


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 5/2023

“The basic economics of battery making explain the financial outcomes. You need to buy a large volume of scarce inputs — of which nickel and lithium are among the less exotic — and manufacture them into cells, at scale, using hundreds of millions of dollars’ worth of machinery. You sell the resulting output in an almost purely business-to-business market with no brand loyalty or aftersales revenue. The processes involved relate to the chemical industry. Light manufacturing it is not.”

Beware the great battery industry fallacy
Articolo – Financial Times

“But even though new clients have surfaced, it is still entirely unclear whether Russia can find enough buyers to sustain the 2.75 million b/d of products it exported last year and what kind of discounts oil companies are forced to offer. The issue is of paramount importance since petroleum product exports have historically been the second largest source of export income after crude oil, according to customs data.”

Russia Seeks New Products Buyers as Ban Comes In
Articolo – Energy Intelligence

“In a postwar period, Ukraine will gravitate toward the European Union and its energy system. As Ukraine rebuilds and adapts to a new geopolitical reality, achieving energy security will be instrumental to put the country back on its feet, and Ukraine will require assistance from international donors. To facilitate the financing of new energy infrastructure, Kyiv will position its gas resources and infrastructure as a potential asset for Europe’s energy security and energy transition.”

The Role of Gas in Ukraine’s Energy Future
Analisi – CSIS

“Recycling rare earth permanent magnets from end-of-life (EoL) products, if systematically implemented, could be among the main avenues for meeting the EU’s future REEs’ needs and for mitigating supply risks. While significant volumes of EoL magnets from wind turbines and electric vehicles (EVs) are only expected in the medium-to-long term, recycling opportunities may emerge from using Europe’s urban mine of other products containing permanent magnets, i.e. home appliances and consumer electronics.”

Developing a Supply Chain for Recycled Rare Earth Permanent Magnets in the EU
Analisi – CEPS

“The strengthening of EU networks in the developing world, especially after the announcement of its Global Gateway Initiative to support investment in climate-resilient infrastructure in the developing world, as well as its competitive but working relations with the PRC, could also help to diffuse some of the growing Sino-American tensions and prevent a return to a bipolar configuration that undermines global efforts to tackle climate change.”

Decarbonisation and Critical Materials in the Context of Fraught Geopolitics: Europe’s Distinctive Approach to a Net Zero Future
Ricerca – The International Spectator

della stessa rubrica

5 spunti per approfondire (4/52), 27 Gennaio
5 spunti per approfondire (3/52), 20 Gennaio
5 spunti per approfondire (2/52), 13 Gennaio

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