Newsgroup: it.discussioni.energie-alternative
Titolo: Piazza Pulita del 21 ottobre ad ampio raggio su elettrico [lONG]


 
"China’s coal imports in June rose 35% from a month earlier to their
  highest level in 2021, driven by robust demand from power generation
  and industrial activity in the country."
 
"China brought in 28.39 million tonnes of the fossil fuel last month,
  up from 21.04 million tonnes in May, and 12.3% higher compared to
  June of 2020."
 
anche se meno dell'anno scorso (colpa del rallentamento degli acquisti
nel 2020 da parte dell'occidente piegato dal Covid-19):
 
"For the first six months this year, China imported a total of
  139.56 million tonnes of coal, down 19.7% year-on-year, data from
  the General Administration of Customs showed on Tuesday."
 
Ora, se il carbone locale costa troppo, la Cina potrebbe anche
aumentare geometricamente le importazioni di carbone estero,
almeno fino a che il prezzo resta sotto il nuovo costo del
carbone interno. Ma questo in ogni caso riduce la concorrenzialita'
della industria cinese (penso anche al fotovoltaico ...) e
sicuramente fara' esplodere il prezzo mondiale dell'energia.
 
Tornando alla realta' di questi giorni in Cina:
 
"From yesterday morning until now, no electricity without any
  notice, posted one homemaker in the northeast on the Weibo
  social media platform on Wednesday."
 
Hanno tolto l'elettricita' senza neanche avvisare! Ed ancora:
 
"The power went out without any notice, posted a student, also in
  the northeast."
 
"It is not certain how this will impact Chinese President Xi
  Jinping's pledge to make China, currently the world's worst
  polluter, carbon neutral by 2060. Li Shuo, senior climate and
  energy policy officer for Greenpeace in Beijing, says "a degree
  of industrial spin" from carbon intensive industries like steel
  has pointed the finger at new environmental policies for the
  shortage. "This power shortage could potentially have a negative
  impact on China's environmental and climate ambitions," says Li.
  So, it's very important to set the record straight that it's
  primarily a supply and demand problem regarding coal."
 
Ma come e' potuto accadere tutto questo ?
 
"Faced with soaring coal prices, China's electricity providers have
  been depleting reserves of the black stuff, hoping either for prices
  to fall or for Beijing to lift new environmental restrictions that
  have made burning coal more costly. But prices have stayed high and
  the central government has only eased regulations slightly. An
  unofficial ban on coal from the world's number two coal exporter
  Australia (imposed late last year following Canberra's call for an
  international probe into the origins of the pandemic) has also
  contributed to the crisis."
 
E' che i produttori elettrici sono schiacciati dal prezzo politico
dell'elettricita', altrimenti avrebbero potuto rispondere agli aumenti
del carbone semplicemente aumentando il prezzo dell'elettricita':
 
"According a Sinolink Securities analysis cited by the South China
  Morning Post, stocks of coal used to generate electricity held by
  China's top six power-generation entities stood at a record low of
  just 11.31 million tonnes on Sept. 21 sufficient for just 15 days.
  The scarcity has sent prices sky high. On Wednesday, thermal coal
  futures in China hit an all-time peak of $212.92 per tonne. But
  because the central government is opposed to raising domestic
  energy prices fearing that it will cause a spike in inflation that
  will hit living standards and potentially spark discontent power
  companies feel unable to pass on the costs."
 
Tutti questi sono segni di un futuro non lontano in cui non si
potra' piu' dire che la "Cina va a carbone".
 
.../segue la parte due/...


 
Va bhe', come al solito, una scusa per rinviare quello che si
puo' fare oggi, la tecnica del "vaporware" usata dalla Microsoft.
La dimostrazione ?
 
"As of 2020, sodium ion batteries have very little share of the
  battery market. The technology is unmentioned in a United States
  Energy Information Administration report on battery storage
  technologies. No electric vehicles use sodium ion batteries.
  Challenges to adoption include low energy density and a limited
  number of charge-discharge cycles."
 
 
Partecipanti:
 
Eleonora Evi (europarlamentare dei Verdi), Nicola Armaroli
(dirigente del CNR, chimico), Davide Zabarelli (fondatore e
presidente di Nomisma Energia), Francesco Venturini
(amministratore delegato di ENEL X), Fabio Dragoni (giornalista
di Verita'), Federico Rampini (corrispondente di Repubblica).