5 spunti per approfondire (47/2023)

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 47/2023

“Northvolt has made a breakthrough in a new battery technology used for energy storage that the Swedish industrial start-up claims could minimise dependence on China for the green transition. The Swedish group, backed by Volkswagen, BlackRock and Goldman Sachs, has developed a sodium-ion battery that has no lithium, cobalt or nickel — critical metals that manufacturers have scrambled to obtain, leading to volatility in prices. Peter Carlsson, Northvolt’s chief executive and co-founder, told the Financial Times that the new technology could be worth tens of billions of dollars as it opens up regions such as the Middle East, Africa, and India for battery-powered energy storage for the Swedish group.”

Northvolt in new sodium-ion battery breakthrough
Articolo – Financial Times

“The decision by OPEC+ to move its meeting from the weekend to next week is likely to affect millions of barrels worth of oil options and potentially send prices swinging more widely. Brent crude options for January expire on Monday, Nov. 27. If the meeting had taken place on Nov. 26 as initially scheduled, that would have allowed traders to use those contracts to profit from any decisions — whether bullish or bearish — taken at the gathering. Now with the meeting scheduled for the Nov. 30, anyone looking for exposure to the producer group’s next moves will have to use a different month of options contracts.”

OPEC+’s Meeting Flip-Flop Hits Hundreds of Thousands of Oil Options
Articolo – Bloomberg

“Russia’s ability to retain its market share in Europe in the longer-term hinges on a sequence of decisions that will have to be made in 2024. The country lost its role as Europe’s top gas supplier after it cut nearly 90% of the pipeline volumes it was supposed to export as part of contractual obligations. With multiple changes looming on the horizon, its presence in the European market may decline even further, raising questions about the ability of European buyers to replace the remaining imports. An ICIS analysis has found that Russian LNG and pipeline gas transiting Ukraine could be phased out without creating major market imbalances in western and central Europe even if suspended in the short-term. In fact, if the EU were to ban Russian LNG imports immediately, the impact on supplies and storage facilities would be minimal.”

Russia’s EU gas market share: A battle on four fronts – Part 1
Analisi – ICIS

“Policy makers across Europe are relying on growth in wind generation to underpin the replacement of thermal capacity. Wind’s role is key for decarbonisation of power markets and enabling electrification of other sectors. It is also key for security of supply as ageing thermal assets close and system demand increases. Up until 2022, European wind deployment appeared to be on a sustainable and accelerating growth path. Policy & PPA support, technological innovation and fierce competition had caused an impressive decline in the cost of wind projects. This trend has been disrupted across the last 12-18 months with costs rising, projects being cancelled and major developers facing large asset writedowns (e.g. Orsted, Equinor & BP) and turbine manufacturers suffering sharp declines in equity value (e.g. Vestas, Siemens Energy).”

5 challenges facing wind
Analisi – Timera Energy

“In December 2021, the European Commission published a legislative proposal aimed at reducing methane emissions in the energy sector.[1] On November 15, 2023, the Spanish presidency of the Council of the European Union brought this piece of legislation nearly to the finish line.[2] With the clock ticking—given the impending change of Commission and Parliament in 2024—and following trilogues (legislative meetings between the European Commission, Council of the EU, and European Parliament), an agreement was reached, notably on Chapter 5 of the legislative proposal, which deals with imports of fossil energy. The tentative agreement, which still needs to be formally adopted by both the Council and the Parliament, could occur coincident with the 2023 United Nations climate change conference (COP28).”

How New European Rules Advance the Global Methane Pledge
Analisi – Center on Global Energy Policy

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