14 Aprile 2023

5 spunti per approfondire (settimana 15/2023)


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 15/2023

“To be sure, Glencore’s coal ambition remains on the drawing board. It’s part of its battle to buy Canada’s Teck Resources Ltd., with the world’s biggest commodity trader proposing to spin off their combined coal-mining businesses on the New York Stock Exchange. As some Teck shareholders have balked at the idea of owning a chunk of the new coal company, Glencore has offered to buy their 24% out for $8.2 billion in cash. If the plan goes ahead – a big if — the new coal company would be worth about $34 billion, based on Glencore’s latest proposal to Teck’s holders.”

Glencore Envisions a Super-Seized King of Coal
Articolo – Bloomberg

The Russia-Ukraine war is in the process of resetting the energy sector, with natural gas turning into a global and interconnected market, affected by events and dynamics that are far beyond its traditional physical scope, similar – to some extent – to what oil used to be for decades. The European gas market – until recently nearly isolated, with prices largely depending on pipeline flow dynamics between Russia and Norway – can now be driven by anything across the world, from an LNG cargo diversion in the US to a river drying up in China and tensions over Taiwan.

How the Russia-Ukraine war is turning natural gas into the ‘new oil’
Articolo – S&P Global Platts

“Italy’s biggest utility company Enel SpA said on Thursday its unit plans to add more than 10,000 DC electric-vehicle chargers in the U.S. and over 2 million in total across North America by 2030. Walmart Inc  also announced plans last week for its own EV charging stations by 2030, following a pledge by U.S. President Joe Biden to build a network of 500,000 public EV chargers nationwide.”

Italy’s Enel plans to add 10,000 public EV fast chargers in US by 2030
Articolo – Reuters

The near-term effects of today’s tight gas markets are accelerating pre-existing trends in Europe that have been dampening momentum for natural gas in recent years. Renewables are increasingly cost-competitive in the power sector, there is greater policy support for electrification of heat demand in both buildings and industry, especially in advanced economies, while growth in manufacturing capabilities for batteries and hydrogen electrolysers are set to challenge the role of gas as a provider of short- and long-term flexibility. However, it is not axiomatic that bad news for gas is good news for energy transitions: looming large in the backdrop is the risk that receding enthusiasm for natural gas, in practice, leads to a revival in coal demand, as developing markets look to more competitive and reliable domestic coal supplies. Strong climate policies and international support for financing cleaner energy are essential to mitigate this risk.

Outlook for gas markets and investment

Analisi – IEA

“We found that there is a consensus among experts that it is impossible before the end of the 2022–2023 winter for the EU to secure enough additional gas supplies to replace Russian supplies by 2/3 as proposed by the REPower EU policy. For the EU, both the USA and Qatar may constitute important providers of additional Liquefied Natural Gas (LNG) supplies in the medium term (2023–2030), thereby reducing the market shares, revenues, and political clout of Russia.”

The EU’s natural gas Cold War and diversification challenges
Ricerca – Energy Strategy Reviews

della stessa rubrica

5 spunti per approfondire (14/52), 7 aprile
5 spunti per approfondire (13/52), 31 marzo
5 spunti per approfondire (12/52), 24 marzo

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