5 spunti per approfondire (12/2024)

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 12/2024

“Iraq will reduce its crude exports to 3.3 million barrels a day (bpd) in the coming months to compensate for exceeding its OPEC+ quota since January, the oil ministry said on Monday, a pledge that would cut shipments by 130,000 bpd from last month. OPEC’s second-largest producer Iraq pumped significantly more in January and February than an output target established in January when several members of the Organization of the Petroleum Exporting Countries and allies (OPEC+), including Iraq, agreed to support the oil market.”

Iraq to curb oil exports to compensate for exceeding OPEC+ quota
Articolo – Reuters

“China’s national oil and gas companies — PetroChina, Sinopec and CNOOC — are expected to lower prices for their 2024-2025 pipeline gas sales contracts on the back of ample supply from both domestic production and imports, market participants said, in order to compete with falling spot LNG prices. The prices are being cut amid an ongoing expansion in Chinese downstream gas markets which is allowing an increasing number of end-users to choose from multiple supply sources that were previously inaccessible, resulting in more gas-on-gas price competition and discovery.”

China’s NOCs to lower annual downstream gas prices to compete with spot LNG
Articolo – S&P Global Platts

“Ventyr – a consortium comprising Belgian renewables developer Parkwind and the investment arm of Swedish furniture giant Ikea – won the tender to build 1.4 GW of offshore wind capacity at a strike price of NOK 1,150/MWh (EUR 99.24/MWh), Norway’s government announced on Wednesday. We participated in the auction with the aim of winning at a price level where we could develop a good and profitable offshore wind project. Now the result of the auction shows that another player has a lower bid than us and we have to accept that,” said Pal Eitrheim, head of renewables at Equinor, Norway’s biggest oil and gas producer. Two other consortiums pulled out before the auction started, they confirmed to Montel.”

Norway’s first offshore wind tender sees bidders drop out
Articolo – Montel News

“The US has urged Ukraine to halt attacks on Russia’s energy infrastructure, warning the drone strikes risk driving up global oil prices and provoking retaliation, according to three people familiar with the discussions. The repeated warnings from Washington were delivered to senior officials at Ukraine’s state security service, the SBU, and its military intelligence directorate, known as the GUR, the people told the Financial Times. Both intelligence units have steadily expanded their own drone programmes to strike Russian targets on land, sea and in the air since the start of the Kremlin’s full-scale invasion in February 2022. One person said that the White House had grown increasingly frustrated by brazen Ukrainian drone attacks that have struck oil refineries, terminals, depots and storage facilities across western Russia, hurting its oil production capacity.”

US urged Ukraine to halt strikes on Russian oil refineries
Articolo – Financial Times

“In our conceptual paper, we develop a systemic social mechanisms model to explain change and inertia of energy systems. Situational, action-formation, and transformational mechanisms that drive change in a transition require corresponding framing and framing contests to create legitimacy for that transition. We conceptualize mechanisms of socio-technical transitions and of creating legitimacy for transitions as mutual drivers and outcomes, with framing contests as crucial for achieving legitimacy for change. We propose that the social mechanisms approach supports evidence-based policy-making, underlines the need for flexibility in the face of changing contexts, and highlights the key role of framing contests for meaning making and for activating further mechanisms. We illustrate our proposition with two examples, the Polish and the German electricity system.”

Explaining energy transition: A systemic social mechanisms approach illustrated with the examples of Germany and Poland
Ricerca – Energy Research & Social Science

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