5 spunti per approfondire (18/2024)

La rubrica settimanale con i consigli di lettura di RivistaEnergia.it, dall’Europa e dal mondo. Settimana 18/2024

“Shell has exited China’s power markets as part of CEO Wael Sawan’s drive to focus on more profitable operations including its natural gas and oil businesses. Shell decided to exit the power value chain in China, which includes power generation, trading and marketing businesses, it said in a statement. The decision was effective from the end of 2023. “We are selectively investing in power, focusing on delivering value from our power portfolio, which requires making difficult choices,” Shell said.”

Shell exits China power market businesses
Articolo – Reuters

“Saudi Aramco, the world’s largest oil exporter, has hit the brakes on multiple ongoing offshore bids worth billions of dollars, mostly focused on expanding the production profile of its Zuluf and Marjan fields. Aramco has revealed this year that it will not be progressing on big-ticket incremental projects involving the Safaniyah and Manifa oilfields, following a government’s mandate to pause the expansion of its oil production capacity beyond 12 million barrels per day.”

Saudi Aramco hits brakes on ongoing multibillion-dollar offshore expansion tenders
Articolo – Upstream

“With blistering speed, the rich countries that built their wealth on coal-powered industrialization are turning their backs on dirty energy. Coal consumption in the UK, the cradle of the Industrial Revolution, fell last year to less than 10% of its levels a decade earlier, and dropped by nearly a third year-on-year in January and February, according to government data. At one point last month, fossil power as a whole dipped as low as 2.4% of electricity generation in Britain, the news site Carbon Brief noted. In the US, coal usage fell 17% during 2023, and will drop another 12% by 2025. In the European Union, the slump in coal power generation last year came to 26%. There’s one notable exception to that brightening picture: Japan.”

The Dog Ate Japan’s Plan to Phase Out Coal Power
Articolo – Bloomberg

“The world’s largest oil groups were accused of “denial, disinformation and doublespeak” at a US Congressional hearing, after an investigation showed they had privately acknowledged for decades that burning fossil fuels causes climate change. The findings followed a three-year probe that unearthed internal documents from the major energy companies with evidence of concerted campaigns “to confuse and mislead the public while working unceasingly to lock down a fossil fuel future”, said Jamie Raskin, the top Democrat on the House Oversight committee in the report. The probe was conducted by Democrats on the House Oversight and Senate Budget committees.”

US House Democrats accuse Big Oil of climate change ‘denial and doublespeak’
Articolo – Financial Times

“Expectations of a tighter global natural gas summer balance this year and brewing warmer temperatures could see injections ramp up faster than previously expected across Europe as players look to replenish supply with stronger gas injections and LNG imports over the summer, according to traders and analysts at S&P Global Commodity Insights. Current gas inventories stand at 62.32% full as of April 29, after starting the injection season at 59.10% full as of April 1, above the five-year average and the strongest start to the injection season ever recorded, according to Aggregated Gas Storage Inventory data.”

Expectations of tight summer to ramp up restocking in European gas, LNG markets: traders, analysts
Articolo – S&P Global

della stessa rubrica

5 spunti per approfondire (17/2024), 26 aprile
5 spunti per approfondire (16/2024), 19 aprile
5 spunti per approfondire (15/2024), 12 aprile