15 Dicembre 2023

5 spunti per approfondire (50/2023)


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 50/2023

“Miners are struggling to get enough uranium out of the ground. That is helping to push prices of the nuclear fuel to nearly 16-year highs. Cameco, one of the world’s biggest producers, recently said it may need to buy more uranium before the end of this year to meet obligations to customers after suffering setbacks at key mines. Production from Niger, following a military coup in July, and Kazakhstan have also fallen. The result is that competition to buy uranium is at its fiercest in years. The price for U3O8, a lightly processed concentrate known as yellowcake, climbed to $82.30 a pound this week. That is its highest price since the start of 2008, surpassing a 2011 peak after which prices entered a sustained slump on the fallout from the Fukushima meltdowns in Japan.”

Uranium Is Finally Running Hot, and Miners Can’t Keep Up

Articolo – The Wall Street Journal

“India will buy Venezuelan oil as some refiners in the country have the capability to process heavy crude oil, Oil Minister Hardeep Singh Puri said on Friday. Indian refiners have already resumed Venezuelan oil purchases, with Reliance Industries (RELI.NS), Indian Oil Corp (IOC.NS) and HPCL-Mittal Energy securing cargoes of Venezuelan oil after the United States lifted sanctions in October. India last imported Venezuelan crude in 2020.”

India will buy Venezuelan oil, says minister
Articolo – Reuters

“As China steams ahead in the global renewables race with its rollout of wind turbines, researchers have raised the alarm that solutions are “urgently needed” to recycle the estimated 12.9 million tonnes of waste these will generate by 2050. China had around 335GW in place by the end of 2022 and is one of the many countries that have now pledged to triple renewable energy capacity by 2030. Globally, there is more than 1TW of wind installed and consultancy DNV has predicted it could hit 5.9TW by 2050. “However, the promising trajectory of wind power adoption brings forth a consequential challenge,” according to China and UK-based researchers in a recent paper published in Nature.”

Solutions ‘urgently needed’ for China’s wind turbine waste timebomb

Articolo – Recharge

“Chinese spies ran a far-right Belgian politician as an intelligence asset for more than three years in a case that shows how Beijing has conducted influence operations in an effort to shape politics in its favour. Daniel Woo, an officer in China’s Ministry of State Security spy agency, pushed Frank Creyelman, a former Belgian senator, to influence discussions in Europe on issues ranging from China’s crackdown on democracy in Hong Kong to its persecution of Uyghurs in Xinjiang. As German Chancellor Olaf Scholz was about to visit China in late 2022, Woo asked Creyelman to convince two rightwing members of the European parliament to say publicly that the US and UK were undermining European energy security.”

Chinese spies recruited European politician in operation to divide west
Articolo – Financial Times

“The energy market integration in the Middle East is assessed by comparing the acting institutions in the Levant and Persian Gulf sub-regions. Pami Aalto’s regional institution’s theoretical framework and the case-oriented comparative research method are adopted for this purpose. Changes in the Levant region coincided with the Arab League’s establishment. This league did not develop due to inappropriate bi-lateral energy relationships and a lack of effort among the inter-state trade institutions. Regional institutions, lacking order creation, next to the Arab League members’ sovereignty disturb gas transmission, transit, and environmental protection regulations. The Arab League has recognized Israel as an energy-producing member and has reduced the political conflicts’ intensity to improve Arabic leadership in the Levant integration. The Persian Gulf states’ unilateral trade negotiations, sanctions imposed by the US and EU on Iran’s energy sector, and political disputes between Iran and some Arab states prevent coherent regional integration, liberalization, and the launch of joint energy projects. In bi-lateral energy diplomacy competition between the regional great energy powers, Iran and Saudi Arabia outside the region is evident. Though the environmental stewardship institution supports green energy, the profit-interest has priority in these regions. The outcome of this article reveals the existence of constraints imposed on energy market integration in these sub-regions.”

Regional institutions’ contribution to energy market integration in the middle East
Ricerca – Energy Strategy Reviews

della stessa rubrica

5 spunti per approfondire (49/2023), 8 dicembre
5 spunti per approfondire (48/2023), 1 dicembre
5 spunti per approfondire (47/2023), 24 novembre

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