12 Gennaio 2024

5 spunti per approfondire (2/2024)


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 2/2024

“Dutch energy company Gasunie has said it is close to completing repairs on a liquefied natural gas pipeline as German federal prosecutors investigate whether the damage was caused by sabotage. The 55-kilometre pipeline is being built to link Germany’s Brunsbuttel LNG regasification terminal near Hamburg with the country’s northern gas grid, as the nation continues its drive to replace Russian gas supplies lost since Moscow’s invasion of Ukraine in early 2022 and the Nord Stream pipeline in the Baltic Sea was damaged in a series of explosions in September of the same year. Gasunie, which is building the Brunsbuttel link, discovered small holes caused by “external interference” on the pipeline in November 2023, one month before the scheduled December start-up date, which has been pushed back to February 2024.”

Start-up pushed back at key gas pipeline as sabotage allegations investigated

Articolo – Upstream

“Frigid weather moving into the central U.S. will boost natural gas demand to record highs early next week, according to analysts forecasts, putting power and gas prices on track to hit their highest levels since December 2022. In December 2022, a massive winter storm, known as Elliott, boosted gas use to an all-time high and nearly caused the collapse of some electric and gas systems in the eastern half of the country after dozens of power plants shut due in part to a lack of fuel. The extreme weather expected next week could also test power grids, as electricity demand soars and some gas supply is cut due to freezing temperatures. PJM Interconnection, the largest U.S. power grid operator covering parts of 13 states from Illinois to New Jersey, and the Electric Reliability Council of Texas (ERCOT), the Texas grid operator, have both issued weather watches for the period ranging from Jan. 14-17.”

US power prices soar ahead of extreme cold and record natgas demand
Articolo – Reuters

“Chesapeake Energy has agreed to buy Southwestern Energy in a $7.4bn all-share deal that will create the biggest US natural gas producer as a wave of merger and acquisition activity continues to sweep across the energy sector. The combined company, with an enterprise value of about $24bn, will be by far the largest player in upstream US gas supply as it seeks to feed the surging demand for liquefied natural gas exports along the US Gulf coast. “We combined to create an unmatched global natural gas company with the scale, asset quality, financial strength and people to create enormous value for shareholders while accelerating America’s energy reach,” said Nick Dell’Osso, Chesapeake chief executive.”

Chesapeake and Southwestern to create US gas titan with $7.4bn deal
Articolo – Financial Times

“Germany will provide €902 million to Swedish battery maker Northvolt, as the first country to make use of the European Commission’s new subsidy “matching” scheme that allows EU countries to counter foreign subsidies with their own offers. In February 2023, the European Commission unveiled new temporary measures to ease strict rules on national subsidies (“state aid”), allowing countries to match offers of third countries if they would otherwise result in production being lured away from Europe. On Monday (8 January), the Commission announced that this new option was used for the first time, approving subsidies for Swedish battery maker Northvolt to build a production site in Heide, Germany.”

Battery production: Germany first EU country to match US subsidies
Articolo – Euractiv

“The Russian invasion of Ukraine was a shock to the EU gas market, as Russian gas supply dwindled and prices spiked. Previous exogenous shocks to the gas market resulted in policy reforms aimed at diversification and reducing dependency on Russian gas. However, their effectiveness was reduced. This study seeks to examine the policy changes under REPowerEU in light of gas security post-invasion. To examine this, three indicators – import dependency, diversification, and gas intensity – are used and examined the REPowerEU policy elements – reduced Russian gas, increased renewables and energy efficiency targets, gas storage requirements, demand reduction and a joint purchasing mechanism. This preliminary analysis highlights similarities in approaches, but also find that the severity of the crisis contributed to more support. The early effectiveness of the policy reforms is questioned, as change appear driven by other factors, such as decisions made by Russia and high gas prices.”

Wind of change: the impact of REPowerEU policy reforms on gas security
Ricerca – Policy Studies

della stessa rubrica

5 spunti per approfondire (1/2024), 5 gennaio
5 spunti per approfondire (52/2023), 29 dicembre
5 spunti per approfondire (51/2023), 22 dicembre

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