5 spunti per approfondire (43/2024)

La rubrica settimanale con i consigli di lettura di RivistaEnergia.it, dall’Europa e dal mondo. Settimana 43/2024

“In the maelstrom of an election, an issue with a minor impact on most voters’ lives can start to command wildly outsize attention. Right now, that’s the case with fracking in the swing state of Pennsylvania. Politicians—and the press—often act as if support for extracting natural gas from shale is essential to electoral success in the state. Donald Trump, Kamala Harris and down-ballot candidates of both parties have all emphasized their industry-friendly stances. But polls show that Pennsylvanians, like other Americans, are about evenly split on fracking. A respected survey in August showed 48% for and 44% against, and there’s little evidence that voters in the state are deciding how to cast their ballot based on the candidates’ positions on the issue.”

Fracking Isn’t as Popular (or Important) in Pennsylvania as You Think
Articolo – Wall Street Journal

“Oil traders are holding a record number of options contracts as they seek to protect against the risk of a price spike driven by potential supply disruptions in the Middle East. Brent options open interest this week topped 4 million contracts for the first time — the equivalent of four billion barrels. The total number of positions held by traders has jumped by more than 25% so far this month.”

Oil Traders Flock to Options Like Never Before on Mideast Risk
Articolo – Bloomberg

“In a tight market regime, small changes in market balance can cause big moves in price Get ready for an interesting winter in the European gas & LNG markets. This will in turn drive what happens in European power markets. In today’s article we focus on a preview of key market drivers, market balance and 5 key risks that will shape the path into 2025.”

Gas market winter outlook & 5 key risks
Analisi – Timera Energy

“Gas prices increased over the second and third quarter of 2024 but remained marginally lower and considerably less volatile than last year. Greater availability of Norwegian supply, a comfortable storage position and continued tepid European demand acted as counterweights to a tighter global LNG market due to rising global gas demand, geopolitical tensions and the growing precariousness of residual imports of Russian gas transited via Ukraine.”

Key developments in European gas markets – Q3 2024
Report – ACER

“This study examines China’s energy security strategy in Central Asia through the Belt and Road Initiative (BRI) and Green BRI. The examination extends while integrating two theories, i.e., Energy Securitization and Complex Interdependence. By analyzing China’s investments in renewable and non-renewable energy projects, this research assesses how they enhance regional connectivity, foster economic cooperation, and contribute to China’s energy security. A SWOT analysis reveals both the strengths and weaknesses of China’s energy strategy, highlighting opportunities for sustainable development and challenges posed by geopolitical factors. The findings suggest that while the BRI is a critical tool for China’s energy security, careful strategic planning and collaboration with Central Asian countries are essential to mitigate risks and maximize benefits. The study acknowledges the complex interplay of economic, political, and environmental constraints and concludes by highlighting the need for joint policy initiatives to promote mutual energy security, sustainability, and regional stability”

China’s Energy Security Strategy in Central Asia: A BRI and Green Energy Perspective (2019-2024)
Ricerca – China Quarterly of International Strategic Studies

della stessa rubrica

5 spunti per approfondire (42/2024), 18 ottobre
5 spunti per approfondire (41/2024), 11 ottobre
5 spunti per approfondire (40/2024), 4 ottobre