31 Marzo 2023

5 spunti per approfondire (settimana 13/2023)


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 13/2023

China’s capacity to manufacture electrolyzers – the equipment used to make green hydrogen – could grow about 20 times by 2028 as costs of the clean energy source plunge, according to CICC. The zero-emissions fuel, produced by using renewable energy to extract hydrogen from water, is on track to achieve cost parity with other methods fueled by natural gas’ or coal as soon as the end of this decade, which will drive rapid deployments, CICC analysts wrote in a note. Current production costs of green hydrogen are about 20 yuan ($2.90) a kilogram, compared to 10 yuan a kilogram using coal and 17 yuan a kilogram using natural gas. Large-scale deployments, additional renewable energy capacity and rising carbon prices will all combine to make the newer technology competitive.

Green Hydrogen Equipment Makers Poised for Rapid Growth in China
Articolo – Bloomberg

Military activity is increasing around the Zaporizhzhia nuclear-power plant, according to international atomic energy officials, as Ukrainian and Russian forces gear up for an expected increase in fighting this spring. “The situation is not improving—it is obvious that military activity is increasing in this whole region,” Rafael Grossi, director-general of the International Atomic Energy Agency, said Wednesday after a visit to the plant. “There’s a significant increase in the number of troops in the region and there is open talk about offensives, counteroffensives and so on.”

Nuclear Plant at Risk as Ukraine and Russia Gear Up for Spring Offensive
Articolo – The Wall Street Journal

Indonesian business has criticised the “unfair” exclusion of the country’s critical minerals from a huge package of US subsidies for green technology as it seeks to assuage Washington’s concerns about Chinese dominance of its sprawling resources sector. Arsjad Rasjid, chair of the Indonesian Chamber of Commerce and Industry (Kadin), which has close ties to the government, said Indonesia could play a crucial role in fulfilling US demand for electric vehicles and batteries. The country has the world’s largest reserves of nickel, a vital material for EV battery production.

Indonesia business presses US over green subsidies for EV minerals
Articolo – Financial Times

Against this backdrop, when Russian President Vladimir Putin launched an invasion of Ukraine in February 2022, the Western response was immediate: the United States and its allies slammed Russia with a raft of sanctions and other economic restrictions. But a year later, the effectiveness of these measures offers important lessons on their limits. Sanctions and export controls have been useful in undermining Russia’s financial resources and industrial base, but they have done little to change the Kremlin’s strategic calculus.

The Limits of Economic Warfare
Analisi – Foreign Affairs

This report, part of the work by the Center on Global Energy Policy, Columbia University SIPA, on oil and gas and the energy transition, focuses on Israel, Egypt, and Cyprus prospects of supplying gas to Europe from a technical, geopolitical, and economic perspective. Drawing on company, government, and press sources, the report finds that such gas can meaningfully contribute to European energy security, though mainly in the medium term and only given the involvement of external players—likely the US and/or the EU—and with buy-in from Eastern Mediterranean countries, which will need to see an upside in terms of their own energy security and energy transition.

Eastern Mediterranean Deepwater Gas to Europe: Not Too Little, But Perhaps Too Late
Analisi – Center on Global Energy Policy

della stessa rubrica

5 spunti per approfondire (12/52), 24 marzo
5 spunti per approfondire (11/52), 17 marzo
5 spunti per approfondire (10/52), 10 marzo

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