9 Febbraio 2024

5 notizie per approfondire (6/2024)


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 6/2024

The U.S. Treasury Department said on Thursday it had put sanctions on three entities based in the United Arab Emirates (UAE) and one tanker registered by Liberia for violating a cap placed on the price of Russian oil by a coalition of Western nations. The Treasury also said it had taken steps to bar the import of certain categories of diamonds mined in Russia, another step designed to deprive Moscow of revenues following the 2022 invasion of Ukraine.

US imposes sanctions for violations of Russia oil price cap
Articolo – Reuters

“KoBold Metals, backed by a coalition of billionaires including Bill Gates and Jeff Bezos, said on Monday its Mingomba asset in Zambia is the country’s largest copper deposit in a century and that it plans to fast-track its development. The California-based startup has been drilling at its Zambian permit for a little over a year. During this time, KoBold president Josh Goldman said they have confirmed the “huge” size of the deposit.”

Gates, Bezos-backed KoBold Metals says Zambia copper find largest in a century

Articolo – Mining

“On a clear morning in September 2022, the Queen Majeda, a faded blue and white tanker loaded with marine gas oil worth more than $2 million, left the Libyan port of Benghazi and set off for Porto Romano in Albania, 600 nautical miles to the north. Zuhair Alkuafi, the 55-year-old Libyan captain, treated the trip like previous ones he had made: He had a signed certificate showing that the fuel originated in Libya from Brega Petroleum Marketing Co., an arm of the country’s state-owned National Oil Corp. Four days later, as the Queen Majeda entered Albanian waters, Alkuafi saw a small boat come into view, he later recounted. It was a coast guard vessel, and when an officer came aboard, Alkuafi offered him tea while he looked at the cargo documents. “He said there was no problem,” Alkuafi said. Then, a larger coast guard vessel came alongside. “That’s when I knew something was wrong.””

The Odyssey of the Queen Majeda

Articolo/Inchiesta – Bloomberg

“OPEC+ crude output fell 340,000 b/d in January, the steepest drop in six months, as some members implemented voluntary cuts and protesters shut down Libya’s largest field for more than two weeks, the latest Platts survey from S&P Global Commodity Insights found. The production decline, however, was far less than the approximately 700,000 b/d in cuts pledged by the group for the first quarter of 2024, with Iraq well above its quota, while Kazakhstan, the UAE and Kuwait also missed their new targets, according to the survey. OPEC’s 12 countries contributed the lion’s share of the month-on-month production decline, with core group output slipping 310,000 b/d. OPEC members pumped 26.49 million b/d of crude collectively, down from 26.80 million b/d in December, when Angolan production is removed. The West African country quit the group in January following a row over quota cuts. Meanwhile 10 Russia-led allies, who began coordinating with the producing group in 2016 to create OPEC+, saw their oil output fall 30,000 b/d month-on-month to 14.72 million b/d, driven by slight declines in Omani and Russian production, the survey found.”

OPEC+ output sees biggest drop in six months, but short of pledged cuts: Platts survey

Articolo – S&P Global Platts

“The era of energy interdependencies between Russia and the European Union (EU) is at an end. This paper advances a nuanced accounting of energy security based on energy sovereignty and energy solidarity. Energy solidarity requires a pooling of energy sovereignty based on values. A historical case study is developed assessing German, Polish, and EU energy relations with Russia. Previous energy security scholarship perceived interdependency as a measurable source of energy security. Since the start of Russia’s 2022 war with Ukraine, energy geopolitics has changed, making hard power relevant to Europe’s policy toolbox. The EU and Member States responded to Russia’s aggression with ‘soft’ policies encouraging the shift away from Russian gas, such as using renewable energy and coordinating joint gas purchases. They also deployed hard power tools in the form of economic sanctions and a Western price cap on Russian oil. Europe regrouped its energy sovereignty and pooled it into energy solidarity, improving its energy security. Both terms are now integral to the EU’s energy market operations and are essential in enhancing energy security and developing a new conceptual lens on energy security.”

Breaking the era of energy interdependence in Europe: A multidimensional reframing of energy security, sovereignty, and solidarity

Ricerca – Energy Strategy Reviews

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