5 spunti per approfondire (46/2023)

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 46/2023

“The UK government has increased the maximum price for offshore wind in its next renewables auction by 66% to combat rising project costs, the Department for Energy Security and Net-Zero said Nov. 16. The maximum strike price will rise from £44/MWh to £73/MWh for fixed-bottom offshore wind in 2024’s contracts for difference (CFD) auction after this year’s bidding process failed to award a single offshore wind contract because of the low ceiling price. The move comes as developers continue to face inflated costs and rising interest rates, with Swedish utility Vattenfall AB this year suspending development of its 1.4-GW Norfolk Boreas offshore wind farm. The project won a contract in 2019’s CFD auction at £37.35/MWh.”

UK raises offshore wind ceiling price by 66% for 2024 auction
Articolo – S&P Global Platts

“Exxon Mobil said Monday it is starting to drill for lithium in Arkansas and aims to become a major U.S. supplier for makers of electric-vehicle batteries by 2030. The Texas-based oil company’s entrance into the lithium business, first reported by The Wall Street Journal in May, is an effort to reposition itself long-term for the advent of EVs and electrification in the transportation sector, which it dominated for decades as one of the world’s largest fuel makers. Lithium is a key ingredient in making batteries for EVs, cellphones and laptops.”

Exxon Makes Lithium Play in Long-Term Bet on EV Demand
Articolo – Wall Street Journal

“Norwegian aluminium producer Norsk Hydro ASA has been notified that Markbygden Ett AB, the owner of the 653-MW Markbygden ETT wind farm in Sweden, has entered a company reorganisation process. Markbygden Ett AB’s application for reorganisation was granted by the district court of Umea on Tuesday, Norsk Hydro said. The aluminium company has a power purchase agreement (PPA) with Markbygden Ett signed in 2017. The deal is for an annual baseload supply of 1.65 TWh in the 2021-2039 period. The wind project, part of the big Markbygden 1101 wind farm cluster in northern Sweden, was expected to produce 2.2 TWh a year. Markbygden Ett AB’s owners are China General Nuclear Power Group Europe Energy (CGNEE) and BNR Infrastructure, owned by GE Capital and Silk Road Fund China.”

Swedish wind farm fails on PPA with Norsk Hydro, enters restructuring
Articolo – Renewables Now

“Beyond the specific energy transition debate, geopolitics will also cast a shadow over the COP, as many of the key actors are currently distracted by conflicts and tensions around the world, both military and economic. It will be critical to see whether Parties can separate their current political disagreements from the global challenge of emissions reduction and decarbonisation. The indications from pre-COP meetings are mixed. The Bonn Intersessional, which took place in June, struggled to set an agreed agenda for its own meeting, never mind the COP, with the debate on financing and the mitigation work programme being key stumbling blocks. However, subsequent discussions at the G7, the MENA and New York Climate Weeks and at the Pre-COP meeting in Abu Dhabi have struck a more conciliatory and progressive note, providing hope that COP28 may produce some positive results.”

10 Key Issues at COP28
Ricerca – OIES

“The research aims to provide insights into the country’s climate diplomacy approach, framing, and priorities. The findings reveal that North Korea’s climate diplomacy is primarily driven by materialistic interests, focusing on loss and damage reduction, access to climate finance, and technology transfers. The study highlights key themes in North Korea’s climate change discourse, such as economic factors, human security, and a surprisingly non-ideological stance. The sentiment analysis also indicates a collaborative approach toward the international community and strong support for UNFCCC mechanisms. The results offer valuable and nuanced implications for future diplomatic efforts, suggesting potential avenues for collaboration and engagement with North Korea on climate change issues. Nonetheless, the study also identifies several barriers to diplomatic engagement, such as North Korea’s reluctance to accept certain conditionalities associated with climate finance as well as its contentious focus on nuclear energy as a climate mitigation instrument.”

North Korean climate diplomacy: engagement, priorities, and opportunities for collaboration
Ricerca – The Pacific Review

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