3 Novembre 2023

5 spunti per approfondire (44/2023)


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 44/2023

“A surge in financing costs due to rising interest rates, along with higher prices for many of the materials that go into today’s giant turbines, have led some developers to back out of power sales or subsidy deals covering certain projects, mainly in the US and the UK, and put others under pressure. “Offshore wind projects around the world have faced a triple whammy of high supply chain inflation, rising interest rates and a reluctance on the part of governments to adjust auction parameters to respond to these new market conditions as they prioritise keeping costs to consumers down,” says Simon Virley, UK head of energy at KPMG.”

The struggles of the offshore wind industry
Articolo – Financial Times

“Qatar Energy’s latest long-term contracts for delivery to Europe included a component of exposure to Europe’s natural gas hub prices, market sources said, signaling an evolution in pricing mechanism for long-term deals. Register Now Market sources said it was a sign that dynamics in the European LNG markets were evolving, and more closely linked to natural gas hub pricing than crude oil pricing, leading to the inclusion of natural gas hub prices in a long-term contract pricing formula. A source familiar with the matter said Europe and Asia were increasingly using different pricing bases for LNG in long-term contracts rather than just oil-linked long-term contracts that typically use Brent crude oil indexes.”

Qatar Energy’s long-term LNG contracts with European buyers likely to include natural gas indexation
Articolo – S&P Global Platts

“U.S. coal exports increased by 5.7 million short tons (MMst) in the 12 months after EU sanctions on coal from Russia went into full effect in August 2022. The increase was driven almost exclusively by a 22% jump in U.S. coal exports to Europe, totaling 33.1 MMst between August 2022 and July 2023 compared with 27.1 MMst during the same period prior to the sanctions (August 2021–July 2022).”

EU sanctions on Russia’s coal increase U.S. coal exports to Europe

Articolo – EIA

“Egypt started curbing vital natural gas supplies to some energy-intensive industries, a sign of the widening economic impact the Israel-Hamas war is having on a country already facing power cuts due to fuel shortages. The government’s gas flow reduction to industry is temporary and hasn’t impacted production yet, according to two people familiar with the situation. Even so, fertilizer companies have seen supplies reduced by 30%, one of the people said.”

Egypt Cuts Gas to Some Industries After Israeli Supply Drops

Articolo – Bloomberg

“The 2023 state of the energy union report was published on 24 October 2023. It is structured in 3 parts, where the first describes how the high climate and environmental ambitions under the European Green Deal provided the basis for the EU’s crisis response strategy in 2022 and a strategy for growth and competitiveness; the second part analyses the state of play in the implementation of the Energy Union in all its 5 dimensions, based on the Commission’s assessment of EU countries’ progress reports on their national energy and climate plans (NECPs); and the last part points to future challenges for the EU energy system and energy policy.”

Eighth report on the state of the energy union
Report – Commissione Europea

della stessa rubrica

5 spunti per approfondire (43/2023), 27 ottobre
5 spunti per approfondire (42/2023), 20 ottobre
5 spunti per approfondire (41/2023), 13 ottobre

0 Commenti

Nessun commento presente.