10 Marzo 2023

5 spunti per approfondire (settimana 10/2023)


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 10/2023

“The impending crunch shows that even as the world embraces cleaner sources of energy, the thirst for oil is hard to slake. While the supply pinch has been a boon for crude producers and their investors, it’s hammering consumers and complicating central banks’ efforts to tame inflation.”

Forget Peak Oil Demand: A Thirst for Barrels Puts $100 in View
Articolo – Bloomberg

“The problem is that energy companies are getting conflicting messages from all sides. Demand for fossil fuels isn’t falling and politicians in countries including the U.S. are pressuring them to drill more. At the same time, windfall taxes are discouraging spending on new projects in parts of Europe: TotalEnergies will cut its investments in British North Sea oil and gas projects this year because of new U.K. levies, for example. The long-term demand outlook is also murky as countries pledge to cut their carbon emissions.”

Big Oil Gushes Cash Because It Doesn’t Know Where to Invest
Articolo – The Wall Street Journal

“CATL also faces mounting competition from local rivals such as BYD as demands for greener transport grow, just as the US and EU try to promote their domestic battery industries. Beijing phased out a long-running national subsidy for EV purchases at the beginning of this year, which has weakened demand. In an attempt to fend off rivals, CATL has reportedly offered discounts to clients including Nio, Li Auto and Huawei in exchange for commitments the carmakers will commission the company for their battery needs.”

China’s CATL cements position as world leader in battery market
Articolo – Financial Times

“February 2023 – temperature highlights:
February 2023 was the fifth warmest globally
Most of Europe had above-average air temperatures, particularly northern Norway and Sweden, and the Svalbard region
Above-average temperatures occurred in the eastern United States, northern Russia, and in Pakistan and India
Below-average temperatures were experienced across the Iberian Peninsula, Türkiye, the western United States, Canada, northeast Russia, and northern Australia”

Copernicus: Antarctic sea ice extent reaches all-time minimum in February – Second warmest winter on record in Europe
Analisi – Copernicus

“We ask: What geopolitical considerations does deployment give rise to? What particular military applications exist? What risks do these options entail in terms of weaponization, misuse, and miscalculation? We examine such existing and prospective security risks across a novel conceptual framework envisioning their use as (i) diplomatic or military negotiating tools, (ii) objectives for building capacity, control, or deterrence, (iii) targets in ongoing conflicts, and (iv) causes of new conflicts. This enables us to capture a far broader spectrum of security concerns than those which exist in the extant literature and to go well beyond insights derived from climate modelling or game theory by drawing on a novel, rich, and original dataset of expert perceptions.”

The next climate war? Statecraft, security, and weaponization in the geopolitics of a low-carbon future
Ricerca – Energy Strategy Reviews

della stessa rubrica

5 punti per approfondire (9/52), 3 marzo
5 punti per approfondire (8/52), 24 febbraio
5 punti per approfondire (7/52), 17 Febbraio

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