28 Marzo 2025

5 spunti per approfondire (13/2025)

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La rubrica settimanale con i consigli di lettura di RivistaEnergia.it, dall’Europa e dal mondo. Settimana 13/2025


“U.S. natural gas producers and investment firms are gearing up for more activity in Louisiana’s Haynesville shale basin, positioning themselves for a boom in liquefied natural gas exports boosted by new approvals, opens new tab from President Donald Trump. Gas prices are rising as LNG producers in the United States, already the world’s largest LNG exporter, bring new projects online in Texas and Louisiana. U.S. gas demand is expected to hit record highs in 2025 and 2026.”

US gas players refocus on Haynesville basin, buoyed by Trump LNG plans
Articolo – Reuters


“China has boosted spending on its power networks to allow them to absorb more electricity from its world-leading buildout of solar plants.”

China Accelerates Grid Spending to Absorb Deluge of Solar Power
Articolo – Bloomberg


“Offshore wind developers must live with the risks they’ve taken in building projects that could now be affected by wind wakes, says RWE’s UK chief, arguing the threat wake losses pose are analogous to those asset owners would face in a zonal pricing system.”

‘It’s life, you take a risk’: RWE chief weighs in on wind theft disputes
Articolo – ReCharge


“Six long months ago, when Donald Trump was campaigning to become the 47th president of the United States (remember that?) he promised to deliver a “winning” economy and to slash inflation. It seemed that voters believed him. No longer. This week, the Conference Board released a survey showing that consumer confidence has fallen to “the lowest level in 12 years and well below the threshold . . . that usually signals a recession ahead”. Worse still, voters expect inflation to exceed 6 per cent because of Trump’s tariffs — dramatically higher than last year.”

The Trump plan for oil
Articolo – Financial Times


“Despite the formal absence of sanctions, gas trade between Russia and the EU has effectively collapsed over the past three and a half years. This has been the outcome of several factors: the EU strategy of reducing dependence on Russian gas, Russia’s own supply cuts, physical damage to the crucial pipeline infrastructure and Ukraine’s reluctance to prolong the gas transit contract. The resulting shock of reduced Russian supplies has primarily been absorbed via energy savings, while gas imports from other countries have increased only insignificantly. The case studies of three Central European EU member states: Slovakia, Czechia and Hungary – which had all been highly dependent on Russian gas before the start of the war in Ukraine but have adopted very different diversification strategies over the past few years – suggest that the negative effects from reduced Russian supplies could be minimised through the precautionary measures taken and also because of the interconnected nature of these countries’ gas networks with those of other EU countries”

The European gas market: Emancipating from Russia

Analisi – The Vienna Institute for International Economic Studies


Della stessa rubrica

5 spunti per approfondire (12/2025), 21 marzo
5 spunti per approfondire (11/2025), 14 marzo
5 spunti per approfondire (10/2025), 7 marzo