5 spunti per approfondire (16/2024)

La rubrica settimanale con i consigli di lettura di RivistaEnergia.it, dall’Europa e dal mondo. Settimana 16/2024

“Higher interest rates could pose a risk for renewable energy sector, complicating the global push for a switch to sustainable energy, according to analysts. Interest rates in the U.S. have been at multi decadal high since hikes began in 2023, leading to a higher cost of borrowing. Higher borrowing costs hit renewable sector more than oil & gas or mining sector, as renewable projects are more capital-intensive and rely on subsidies.”

Higher interest rates pose risk to renewable sector, hurting energy transition, say analysts
Articolo – Reuters

“More than 90 containers on the MSC Aries were headed to the US, but America ranked outside the top 10 destinations, according to Vizion. The largest share of the goods was expected in Turkey, Belgium and Italy. The ship is chartered by closely held MSC Mediterranean Shipping Co. SA, the world’s largest container line, and its owner is an affiliate of UK-based Zodiac Maritime Ltd., which directed questions about the situation to MSC. Zodiac Maritime is part of Israeli businessman Eyal Ofer’s Zodiac Group, according to data compiled by Bloomberg.”

Seized Ship’s Cargo Reveals Impact of Iran Tensions on Global Trade
Articolo – Bloomberg

“We expect India’s oil demand in 2033 to rise to 372m tonnes of oil equivalent (mtoe) from an estimated 259mtoe in 2023—making it the biggest contributor to world’s oil demand growth over the next ten years. In contrast, we expect China’s oil consumption to peak by 2030 owing to decelerating economic growth and rapid electrification of its transportation sector. The declines in China and much of the developed world will offset the growth in India and other developing countries, resulting in global oil demand reaching a peak by 2031.”

India will replace China as the driver of oil demand growth
Analisi – EUI

“President Biden’s trillion-dollar effort to invigorate American manufacturing and speed a transition to cleaner energy sources is colliding with a surge of cheap exports from China, threatening to wipe out the investment and jobs that are central to Mr. Biden’s economic agenda. Mr. Biden is weighing new measures to protect nascent industries like electric-vehicle production and solar-panel manufacturing from Chinese competition. On Wednesday in Pittsburgh, the president called for higher tariffs on Chinese steel and aluminum products and announced a new trade investigation into China’s heavily subsidized shipbuilding industry. “I’m not looking for a fight with China,” Mr. Biden said. “I’m looking for competition — and fair competition.””

Chinese Exports Are Threatening Biden’s Industrial Agenda
Articolo – The New York Times

“Once again, it is the Single Market which can provide the levers and the economic weight to address effectively Europe’s challenges. No single Member State can compete with the US on gas or oil prices, as they are the world’s largest fossil producer. Nor Europe can replicate some advantages that China’s state-controlled economy can deploy. But the EU has a continental scale energy market united by a modern, sophisticated regulatory framework unmatched around the world. Without putting into question each Member States right to choose its energy mix, a decisive step towards market integration and common action can deliver a more secure, affordable and sustainable energy system at the service of a modern industrial base. In the energy field, like in the other sectors, a dynamic Single Market means more freedom for companies to stay in Europe and for workers to thrive through high quality jobs.”

Much More Than a Market: Speed, Security, Solidarity
Report – Enrico Letta

della stessa rubrica

5 spunti per approfondire (15/2024), 12 aprile
5 spunti per approfondire (14/2024), 5 aprile
5 spunti per approfondire (13/2024), 29 marzo