5 spunti per approfondire (10/2024)

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 10/2024

“ExxonMobil has filed for arbitration to claim rights associated with a valuable oil find off the coast of Guyana that is central to rival Chevron’s planned takeover of Hess, escalating a dispute that threatens to sink the $53bn deal. The top US energy supermajor said on Wednesday that it had filed a case in the International Chamber of Commerce in Paris to assert its right of first refusal over Hess’s stake in the so-called Stabroek Block project in Guyana. Exxon also signalled it could make a counter offer for the assets.”

ExxonMobil seeks arbitration over Guyana oil find in Chevron’s sights
Articolo – Financial Times

“The EU has confirmed that it will pursue ways to support the European solar manufacturing industry, following discussions today (4th March) between the European Commission and solar industry representatives. Speaking to the press following the first Transport, Telecommunications and Energy Council (TTE) of the year, European Commissioner for Energy Kadri Simson said: “There is a stark contrast between the positive rapid deployment of solar PV and the very fragile situation of European manufacturers squeezed by a surge in cheap imports from other countries.” “We all agree that we need a policy that safeguards the speeding up of our solar PV deployment, but also preserves a competitive and sustainable and innovative EU industrial base,” she said.”

EU to support solar manufacturing in face of “very fragile situation”
PV Tech

“Winter was weirdly warm for half the world’s population, driven in many places by the burning of fossil fuels, according to an analysis of temperature data from hundreds of locations worldwide. That aligns with the findings published late Wednesday by the European Union’s climate monitoring organization, Copernicus: The world as a whole experienced the hottest February on record, making it the ninth consecutive month of record temperatures. Even more startling, global ocean temperatures in February were at an all-time high for any time of year, according to Copernicus. Taken together, the two sets of figures offer a portrait of an unequivocally warming world that, combined with a natural El Niño weather pattern this year, has made winter unrecognizable in some places.”

Weirdly Warm Winter Has Climate Fingerprints All Over It, Study Says
Articolo – The New York Times

“Unlike Russian crude oil exports, which in 2023 exceeded the volumes of 2021, Russia’s natural gas exports have dwindled by an estimated 42 percent since 2021, the year before the country invaded Ukraine. Most of this decline involved pipeline gas supplies to Europe (-120 billion cubic meters [bcm]). While Russian gas production has dropped in response, the country remains the largest holder of proven gas reserves and is still the second-largest gross gas exporter in the world, after the US. After a year of adapting to the shocking reduction in gas exports to Europe, Russia’s ambitions to remain a significant gas market player have not dimmed. It is gradually (and quietly) reshaping its gas strategy based on two expansion pillars: liquefied natural gas (LNG) and pipeline gas exports to key non-EU consumers (Turkey, China, and former Soviet Union [FSU] countries). The first pillar looks increasingly challenged by recent US sanctions as well as new attempts from EU countries to ban Russian gas imports, notably LNG, faster than anticipated in the region’s REPowerEU plan tackling dependency on Russian fossil fuels.[iii] Meanwhile, the second pillar relies largely on new consumers’ willingness to become more dependent on Russia.”

Russia’s Gas Export Strategy: Adapting to the New Reality
Analisi – Center on Global Energy Policy

“Recent geopolitical crises have underlined the importance of understanding when and how energy interdependence affects international politics. While scholars have extensively debated the link between international politics and international trade in general terms, systematic analyses gauging how energy interdependence shapes interstate relations have recently begun to emerge. To facilitate research on this topic, this study asks whether energy relations between states shape their foreign policy decisions. Using the recently released Global Energy Relations Dataset and United Nations General Assembly Voting Data, our study shows strong support for the hypothesis that energy interdependence increases dyadic foreign policy affinity. Moreover, out of four primary energy resources (i.e. coal, oil, natural gas, and electricity), trade in oil appears to be a strong motivator for trading states’ foreign policy preferences to converge.”

Navigating energy diplomacy in times of recovery and conflict: A study of cross-border energy trade dynamics
Ricerca – Resource Policy

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