23 Giugno 2023

5 spunti per approfondire (25/2023)


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 25/2023

“The global energy market is defined by chokepoints, those tight squeezes on the map that can cause havoc on the whims of the gods or mere politicians. The Suez Canal is a good example of both, scene of the 1956 geopolitical crisis that shook the world and also the more recent grounding of a container ship that shook social media (and global trade). Another canal is currently not quite choking but beginning to splutter. The Panama Canal is suffering from an “unprecedented drought,” according to the canal operator. The implications for energy markets, natural gas in particular, could be far-reaching, slowing existing routes while also creating opportunities for new ones.”

No Rain in Panama Means More Pain in LNG
Articolo – Bloomberg

“The electricity market reform, tabled by the European Commission in March, seeks to avoid a repeat of last year’s energy crisis, which saw consumers faced with soaring energy bills following record-high gas prices. While EU member states agree on the need to pass the reform before the end of the year, they diverge on whether to allow state support for the lifetime extension of existing nuclear power plants, using so-called contracts for difference (CfDs). Under the Commission’s proposed reform, two-way CfDs – with a price ceiling and a floor – will become mandatory as soon as governments intervene in the market to support power generators.”

Electricity market reform: New front opens in Brussels on nuclear energy
Articolo – Euractiv

“Western countries imposing sanctions on Russia’s oil industry have had to thread a needle. Every barrel the country sells helps finance its war in Ukraine. But a sharp cut in Russian exports would send prices surging, raising the value of Russia’s remaining output. Seeking to avoid this risk, the g7 group of big economies in September announced a price cap. This lets insurers and shippers under their laws deal in Russian oil only if it is priced below a given level. Firms in the “price-cap coalition”, which also includes the eu and Australia, make up the bulk of global maritime-services capacity. The cap took effect in December at $60 a barrel of crude oil, 30% below the market price.”

Buyers of Russian crude are exporting refined oil to the West

Articolo – The Economist

“The United States currently faces a rapidly shifting global environment that increasingly places strategic importance on responsible and resilient access to critical minerals. These minerals—which are essential inputs to a wide range of applications ranging from clean energy technologies to advanced defense systems—will continue to increase in importance over the coming decades. Global competition over these resources due to the rapidly accelerating energy transition, fragmentation of international supply chains, and rising geopolitical tensions with adversaries is of key importance to the climate, economic, and national security interests of the United States in the 21st century.”

A Critical Minerals Policy for the United States
Report – The Aspen Institute

“This paper aims to fill a gap in discussions on the geopolitics of the energy transition and how shifts in oil and gas consumption could impact international relations. Given China’s importance in global oil and gas markets, unpacking future energy demand trends and the potential shifts in trade flows, combined with a brief overview of China’s oil and gas security policies to date, is intended to inform rational conversations about future trends. It is also useful to assess how China thinks about resource security and foreign policy as a precursor to thinking about the geopolitical implications of China’s quest for critical materials around the world.”

The outlook for China’s fossil fuel consumption under the energy transition and its geopolitical implications
Ricerca – The Oxford Institute for Energy Studies

della stessa rubrica

5 spunti per approfondire (24/2023), 16 giugno
5 spunti per approfondire (23/2023), 9 giugno
5 spunti per approfondire (22/2023), 2 giugno

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