5 spunti per approfondire (settimana 16/2023)

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 16/2023

“Chile’s President Gabriel Boric said on Thursday he would nationalize the country’s lithium industry, the world’s second largest producer of the metal essential in electric vehicle batteries, to boost its economy and protect its environment. The shock move in the country with the world’s largest lithium reserves would in time transfer control of Chile’s vast lithium operations from industry giants SQM and Albemarle to a separate state-owned company.”

Chile plans to nationalize its vast lithium industry
Articolo – Reuters

“El Niño conditions that are starting to dominate North American weather patterns are mitigating the risk of above-normal temperatures, weather forecasters said April 20, which would tend to moderate power demand and prices in the region, particularly in the Eastern Interconnect, where above-normal precipitation is forecast. The El Niño Southern Oscillation phenomenon, which reflects changes in equatorial Pacific Ocean subsurface temperatures, has transitioned from a La Niña condition—below-normal temperatures—to neutral, the National Weather Service said. The weather service forecast a 62% chance of an El Niño condition—above-normal temperatures—developing May through July and an 80% chance by the fall.”

El Niño shift cuts chances for hotter-than-normal US summer
Articolo – S&P Global Platts

“Despite the provision of the Act, the EU will face several challenges in achieving its target of mining at least 10% of strategic minerals within the bloc. Sweden, Finland and Portugal are the most likely locations for new mines, but all three are likely to face their own legislative barriers. Long lead times for mining investment and approval will make it hard to ramp up output quickly enough to meet demand.”

EU acts to secure access to critical raw materials
Articolo – EIU

“A key topic of discussion during the Chinese leader Xi Jinping’s recent visit to Moscow was the Power of Siberia 2 gas pipeline project planned to export Russian natural gas from the Yamal Peninsula in Western Siberia to China. In the wake of the war in Ukraine and ensuing collapse of trade with Europe that has left Russia’s gas reserves stranded, the pipeline has taken on new importance and urgency. While the terms of the contract remain under negotiation and shrouded in secrecy, the future outlines of its pricing formula can be discerned from the existing Russian-Chinese gas contract: for the original Power of Siberia pipeline.”

What Russia’s First Gas Pipeline to China Reveals About a Planned Second One
Analisi – Carnegie

“This essay examines two foreign policy trends deriving from these market shifts, both of which are of particular concern for Russia as a key petrostate and have a strong bearing on international order. First, in the long term, over the next generation or so the energy transition is expected to erode the ability of petrostates to use oil and gas rents as tools of power projection abroad. Second, by contrast, in the short term (over the next ten to twenty years), failing petrostates have been and are more likely to reaffirm and extend intra-petrostate alliances, partnerships, and special relationships to counter the effects of the energy transition. These efforts to contain a loss of energy power have had, and will continue to have, direct effects on their power projection abroad, and in turn, on how power is distributed in the international system.”

The Geopolitics of Energy after the Invasion of Ukraine
Ricerca – The Washington Quarterly

della stessa rubrica

5 spunti per approfondire (15/52), 14 aprile
5 spunti per approfondire (14/52), 7 aprile
5 spunti per approfondire (13/52), 31 marzo