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China's coast guard conducted patrols it described as routine law enforcement in waters east of Taiwan on Friday, angering Taipei, which condemned the move as a political operation aimed at expanding Beijing's control.
New energy data shows the crude cushion that has been built up will be shrinking in the next 2-3 months unless geopolitics improve. In a webinar, Vortexa explained, with Atlantic Basin inflows already slowing and China drawing inventories at up to ~1 mb/d, they see a high risk of significant tightening within the next 2–3 months and estimate that China’s extra crude buffer built since 2025 could be largely worked down within about four months if current draw rates persist.
📰 Il Sole 24 OREAlta📅 2026-07-31itClima · decarbonizzazione
Si fa presto a dire energia solare: le differenze tra fotovoltaico e solare a concentrazione Il Sole 24 ORE
diDavide Madeddu 31 luglio 2026 3' di lettura 3' di lettura Fotovoltaico o solare a concentrazione? Non è una sfida, ma un confronto tra i due sistemi per la produzione di energia green al centro di uno studio compiuto dai ricercatori dell’Eneain cui emergono le peculiarità dei due sistemi che, nell’ambito della transizione energetica e nei processi di decarbonizzazione, «possono essere complementari». I ricercatori (i risultati sono stati pubblicati suEnergies)hanno analizzato il potenziale solare dell’intero territorio nazionale, calcolando la radiazione globale e quella diretta, i due indicatori utilizzati per valutare rispettivamente il potenziale del fotovoltaico e del solare a concentrazione. I risultati, emerge dallo studio, «evidenziano nette differenze tra Nord e Sud: la radiazione globale presenta valori medi annui generalmente compresi tra 1400 e 1900 kWh per metro quadrato, con livelli più bassi nelle aree alpine e settentrionali (inferiori a 1300 kWh/m²) e più elevati al Sud e nelle isole (con picchi di oltre 1900 kWh/m²)». Anche la radiazione diretta mostra una marcata variabilità territoriale, con i valori più elevati in Sicilia, Sardegna e nelle regioni meridionali. «Tuttavia, rispetto alla radiazione globale, quella diretta è più variabile e sensibile alle condizioni atmosferiche e alla conformazione del territorio - sottolinea Giampaolo Caputo, coautore dello studio e ricercatore del dipartimento tecnologie energetiche e fonti rinnovabili dell’Enea -: si tratta di un aspetto rilevante nella scelta dei siti più adatti al solare a concentrazione, per il quale un valore di radiazione diretta superiore a circa 1800 kWh/m² anno rappresenta un primo indicatore di convenienza». Lo studio, inoltre, ha confrontato un impianto solare a concentrazione e un impianto fotovoltaico da 1 MW di potenza, attraverso simulazioni condotte in quattro località rappresentative del territorio italiano: Montalto nel Lazio, Val Basento in Basilicata, Ferrara in Emilia-Romagna e Priolo in Sicilia. «Nel caso del solare a concentrazione, Priolo mostra le migliori prestazioni durante tutto l’anno, con un fattore di capacità (rapporto tra energia effettivamente prodotta e quella massima producibile dall’impianto) che nei mesi estivi raggiunge il 78% e resta elevato anche nelle stagioni intermedie -viene evidenziato nello studio -. Di conseguenza, è anche il sito con la maggiore produzione elettrica mensile, con picchi di 530-570 MWh tra luglio e agosto, e con la produzione annua più alta circa 4100 MWh». L’uso del suolo rappresenta un ulteriore elemento di differenziazione tra le due tecnologie. Un impianto solare a concentrazione da 1 MW, comprensivo del campo solare e del sistema di accumulo termico, «richiede complessivamente circa 50 mila metri quadri - viene sottolineato -, mentre un impianto fotovoltaico di pari potenza nominale composto da 1818 moduli occupa circa 10 mila metri quadri». Con il risultato che, «in termini di produzione per unità di superficie, il fotovoltaico risulta più efficiente: genera tra 147 e 172 kWh per metro quadrato all’anno, contro i 67,5-81,5 kWh/m² del solare a concentrazione». «Questa maggiore efficienza nell’uso del suolo - aggiunge il ricercatore - rende il fotovoltaico particolarmente adatto ai contesti con disponibilità di terreno limitata, mentre il solare a concentrazione richiede una pianificazione territoriale più accurata». Dal punto di vista economico, «il fotovoltaico presenta un costo medio di produzione dell’energia elettrica lungo l’intero ciclo di vita dell’impianto più basso rispetto al solare a concentrazione, consentendo una produzione di elettricità a costi inferiori». Tuttavia, argomentano dall’ente di ricerca, «il maggiore costo del solare a concentrazione va valutato alla luce del valore aggiunto che questa tecnologia offre: produzione elettrica più stabile, accumulo di energia sotto forma di calore, maggiore flessibilità e integrazione nella rete, con minori esigenze di curtailment, cioè di riduzione forzata della generazione in caso di eccesso di produzione». Inoltre, il solare a concentrazione può fornire calore per processi industriali a media e alta temperatura, contribuendo alla decarbonizzazione dei settori più difficili da elettrificare. «Lo studio evidenzia quindi che fotovoltaico e solare a concentrazione possono essere complementari nella transizione energetica - conclude il ricercatore -: il primo è più indicato per produrre elettricità a basso costo e su larga scala, mentre il secondo risulta più vantaggioso quando sono prioritari programmabilità, accumulo, flessibilità e integrazione con i processi industriali». Notizie e approfondimenti sugli avvenimenti politici, economici e finanziari.
Record low water levels in Europe's major rivers have curtailed the transport of goods, reduced electricity output and shrunk company earnings, stoking fears about the economic impact of searing heat and erratic rainfall.
A sanctions-hit tanker is leaking oil off the coast of Oman and the spill has spread in recent days, increasing concern about possible environmental damage to coastal areas, according to an analysis of satellite imagery and shipping specialists.
The oil-shuttling service that has been crucial to getting cargoes out of the Strait of Hormuz has picked up again after a recent lull, helping millions of barrels escape as Middle East hostilities escalate.
By Gavin van Marle (The Loadstar) – Container spot freight rates on the transpacific and Asia-Europe trades saw another week of single-digit declines, in the absence of carrier-led price hikes....
The European Commission is facing criticism from environmental campaigners after proposing to add two Indian ship recycling facilities to the EU’s approved list of ship recycling yards, a move opponents...
Container spot freight rates on the transpacific and Asia-Europe trades saw another week of single-digit declines, in the absence of carrier-led price hikes. But, on the contrary, it appears that despite relatively tight capacity, carrier discounting on Asia-Europe and transpacific tradelanes was largely the cause of this week’s weakness. Drewry’s World Container Index (WCI), saw the spot rate on its Shanghai-Rotterdam leg decline 3% week on week, to finish at $4,677 per ... The post Rates still in decline, but optimistic carriers look for an August spike appeared first on The Loadstar .
Container spot freight rates on the transpacific and Asia-Europe trades saw another week of single-digit declines, in the absence of carrier-led price hikes. But, on the contrary, it appears that despite relatively tight capacity, carrier discounting on Asia-Europe and transpacific tradelanes was largely the cause of this week’s weakness. Drewry’s World Container Index (WCI), saw the spot rate on its Shanghai-Rotterdam leg decline 3% week on week, to finish at $4,677 per 40ft, while the Shanghai-Genoa route was weaker, with a 6% drop to end the week at $5,630 per 40ft, and analysts at Linerlytica reported “carriers offering rates below $5,000 per 40ft, as support for the 1 August rate hike is quickly waning”. Source: Drewry Meanwhile, today’s Shanghai Containerised Freight Index (SCFI) – which records rates quoted for the forthcoming week and, as such, can indicate the behaviour of the following week’s WCI (as it did last week) – suggests further gentle declines next week, again in the absence of FAK hikes, with spot rates to North Europe and the Mediterranean both down 4% against last week. Drewry noted that with “demand continuing to ease, carriers are focusing on capacity management through blank sailings to prevent further rate erosion”, and reports that “three blank sailings are scheduled on the Asia–Europe trade next week, compared with four this week”. This will be likely supported by another attempt to hike rates through new FAK level in mid-August – MSC announced today that it intends to implement a new FAK level on 15 August, of $7,800 per 40ft, on Asia-North Europe shipments, and $6,700 per 40ft on Asia-Mediterranean. Meanwhile, on the transpacific, carriers are expected to try and increase prices over the coming week, after the WCI this week saw its Shanghai-Los Angeles route fall 2%, to $5,739 per 40ft, while the Shanghai-New York spot rate was flat, at $7,578 per 40ft. US west coast forwarder Freight Right said the transpacific drop came about after “ocean carriers allowed rates to fall to stimulate market demand and bring pricing back to temporary market equilibrium”. Tomorrow – 1 August – will see the latest round of GRIs applied on transpacific shipments, the hikes ranging from $2,000 to $3,000 per 40ft, depending on carrier. Today’s SCFI appears to reflect optimism among carriers (which make up around half of the index’s respondent set), with rates from Shanghai to both east and west coasts jumping 12.5% week on week. “Whether those increases hold will largely depend on sustained cargo volumes,” Freight Right said. “If demand remains steady, as importers continue shipping under the now-clearer tariff environment, carriers may be able to maintain rates near current levels, or modestly higher. However, if demand fails to strengthen, the market could quickly settle back toward today’s pricing after a brief August spike,” it explained. Drewry added that carriers were hoping to support the GRIs through increased use of blanked sailings, “following softening demand and the slowdown in front-loading activity”. According to Drewry’s Container Capacity Insight, eight blanked sailings are scheduled for next week, compared with seven this week. In addition, this week also saw Chinese carrier BAL Container Lines cancel a plan to offer a one-off 14,000 teu extra loader to the US west coast, with the vessel instead being chartered to Maersk to be deployed on the Asia-Europe trades.
HD Hyundai has launched the first vessel built at its newly established Subic Bay shipyard, marking the start of full-scale shipbuilding operations at a facility that is central to the...
Maersk is bringing its shuttle concept to the west coast of Latin America with a new service connecting Mexico, Panama, and Ecuador. The Danish carrier said the new West Coast Shuttle, due to launch in September, “expands from a single-vessel Balboa–Posorja shuttle into a comprehensive three-vessel network connecting Mexico, Panama, and Ecuador, creating new opportunities for your supply chain”. The service will begin with the departure of the 2,500 teu AS Palina ... The post Maersk expands Gemini shuttle strategy to west coast Latin America appeared first on The Loadstar .
Air freight rates are continuing to edge lower, despite renewed conflict in the Middle East, leaving the market caught between weakening demand on some trades, rising fuel costs, and a stream of carrier network changes. The latest Freightos Air Index shows global rates easing to around $2.82 per kg, down from May’s peak of around $3.35/kg, but still well above levels seen at the start of the year. At the same time, ... The post Fuel rises, rates fall – the contradictions shaping air cargo’s next move appeared first on The Loadstar .
Air freight rates are continuing to edge lower, despite renewed conflict in the Middle East, leaving the market caught between weakening demand on some trades, rising fuel costs, and a stream of carrier network changes. The latest Freightos Air Index shows global rates easing to around $2.82 per kg, down from May’s peak of around $3.35/kg, but still well above levels seen at the start of the year. At the same time, airlines continue to announce new routes, additional frequencies and freighter investments. DHL Express this week expanded its commitment for Mammoth Freighters-converted 777-200LRFs from nine to 13 aircraft, while Qatar Airways Cargo added seasonal London freighter services alongside extra capacity to Dallas, Brussels, Tokyo, Dhaka, and Entebbe. Saudia Cargo launched a new Melbourne freighter route and signed an interline agreement with Riyadh Cargo, while Royal Air Maroc unveiled four new European destinations, adding further bellyhold capacity into its Casablanca hub. Rotate’s data shows that while freighter capacity has stayed flat week on week to 30 July, it is increasingly moving towards stronger-performing tradelanes. Routes such as Leipzig-Dubai, Hong Kong-Dubai, and Muscat-Dubai all recorded significant gains week on week, while Pacific lanes including Shanghai-Los Angeles and Los Angeles-Incheon also strengthened. Conversely, several Europe-linked and traditional ecommerce corridors weakened following the introduction of the EU parcel fee. That picture broadly matches WorldACD’s latest weekly analysis, which showed Hong Kong-Europe volumes down 24% year on year, while China-Europe traffic fell 10%. In contrast, China-US volumes were up 19% year on year and Asia Pacific-US spot rates remained 36% higher than a year earlier. David Kerr, founder of JTD Advisory, argues that the market is sending conflicting signals. “The rate indices and the physical market are pointing in different directions,” he wrote in his latest market note, highlighting that jet fuel costs were running almost 66% above year-ago levels, while the Baltic Air Freight Index had declined for four consecutive weeks. He argued the increase in fuel costs had “not yet fed through” to freight rates, partly because of pricing lags, and partly because weaker Asia-Europe ecommerce demand was masking tighter underlying supply. His view also reflects a broader structural shift under way in Europe. Drawing on Aevean capacity data, Mr Kerr noted APAC and Middle East freighter capacity into Europe fell 14% this month compared with June, equivalent to 18 fewer daily widebody freighter flights, while airports heavily exposed to ecommerce traffic, such as Budapest, Madrid, and Luxembourg, suffered the sharpest reductions. He argued operators were not abandoning aircraft, but redeploying them towards markets offering stronger economics. There are also early indications that fuel costs may again begin influencing pricing. Cathay Cargo, which reviews its Hong Kong export fuel surcharge every fortnight, has reversed several months of reductions by increasing surcharges for the first half of August, following the latest rise in jet fuel prices. The move comes as several container shipping lines, including CMA CGM, MSC, Maersk, and ONE, also announced fresh emergency fuel surcharges linked to renewed Middle East hostilities. However, the market remains surprisingly resilient. Rates have softened from their May highs, but have not collapsed, with freighter capacity falling 1% from June to July, while Europe saw weaker inbound ecommerce demand.
India is emerging as one of the biggest beneficiaries of the post-pandemic shift towards more resilient global supply chains, with container shipping data showing its exports to the US continuing to strengthen. Xeneta chief analyst Peter Sand told The Loadstar: “When carriers adapt to the de-risking of supply chains set up by shippers, it involves more shipments out of India.” Indeed, he noted that freight rates from India to the US east ... The post Covid’s legacy: ‘Flexibility has replaced efficiency as box shipping’s guiding principle’ appeared first on The Loadstar .
India is emerging as one of the biggest beneficiaries of the post-pandemic shift towards more resilient global supply chains, with container shipping data showing its exports to the US continuing to strengthen. Xeneta chief analyst Peter Sand toldThe Loadstar: “When carriers adapt to the de-risking of supply chains set up by shippers, it involves more shipments out of India.” Indeed, he noted that freight rates from India to the US east coast were on track “to be at an all-time high next week”, said Mr Sand. “If we see early indicators from Xeneta data, we could be as high as $7,400 per 40ft, and still climbing.” The growth reflects a broader trend of importers diversifying sourcing from China as they seek to reduce geopolitical and supply chain risks, he said. “There’s more to global shipping than the main tradelanes,” Mr Sand added. The Loadstarpreviously reported that one European freight forwarder saidhigh demand on the India-North Europe trade, paired with capacity constraints, was makinggetting shipments out of India “nigh-on impossible”. The forwarder was having to book space “four-to-six weeks in advance”, and had seen carriers cancel bookings rather than roll cargo when space was tight. The resilience of Indian exports reflects a wider transformation in global supply chains, according to Braemar, which added that the container market had “fundamentally changed” since Covid, with resilience replacing efficiency as the industry’s defining principle. “Today, uncertainty has become part of the business model. Importers no longer wait for stability before making decisions. They diversify suppliers, adjust sourcing, build inventory when necessary, and bring cargo forward when risks emerge. Flexibility has replaced efficiency as the guiding principle,” explained Braemar analyst Jonathan Roach. “The industry no longer expects calm waters. It expects disruption,” he added. While Mr Roach highlighted that “none of this means container shipping has become immune to shocks”, he underscored that the industry was “unlikely to be caught offguard” in the same way it once was. “Covid did more than disrupt global shipping. It changed its mindset.For decades the industry pursued efficiency above almost everything else. Since 2020, it has pursued resilience, flexibility and speed of response. “That may prove to be the pandemic’s most enduring legacy.”
Cosco Shipping is showing its support for the Hainan free-trade port by setting up a subsidiary on China’s southernmost island. Incorporated with capital of CNY300m ($44.4m), Hainan Cosco Shipping Container Shipping, will focus on vessel leasing, ownership, and operation. Cosco, which has already invested in Hainan’s Yangpu Port, has pledged to expand leasing as part of its wider strategic plans. The Chinese government has designated Hainan as the country’s premier free-trade port, with ... The post New Cosco subsidiary gives Chinese free-trade port a boost appeared first on The Loadstar .
Cosco Shipping is showing its support for the Hainan free-trade port by setting up a subsidiary on China’s southernmost island. Incorporated with capital of CNY300m ($44.4m), Hainan Cosco Shipping Container Shipping, will focus on vessel leasing, ownership, and operation. Cosco, which has already invested in Hainan’s Yangpu Port, has pledged to expand leasing as part of its wider strategic plans. The Chinese government has designated Hainan as the country’s premier free-trade port, with the aim of creating an international shipping and logistics centre. International shipping lines are being encouraged to open offices on Hainan Yangpu is connected to 59 domestic and international shipping routes and has reached 3m teu in annual container throughput. Last October, Cosco relaunched a Far East-South America West Coast service to include a Yangpu call. Previously, Yangpu’s connections were to the Chinese mainland and South-east Asia. Including Yangpu in a South America service was widely seen as enhancing the port’s status, especially when seafood such as tilapia from Hainan could be directly shipped to Peru and Chile. As a state-owned enterprise, Cosco Shipping is expected to both support, and benefit, from the promotion of the free-trade zone, which offers reduced corporate tax, zero or reduced tariffs on many imported equipment and materials, more liberal cross-border capital and shipping rules, and simplified customs procedures, especially for international trade and shipping. Hainan’s free-trade regulations are also expected to make it easier for companies to raise financing and carry out cross-border leasing. Currently, leveraging Yangpu’s deepwater berths, Cosco is steadily advancing port expansion projects, successively commissioning the first phase of the port expansion. After the second phase of the port expansion, Yangpu’s annual handling capacity will steadily reach 5m teu, enabling it to handle larger box ships.
Italy became Europe’s top importer of liquefied natural gas in July as traders made use of government incentives to keep buying cargoes despite soaring prices, while neighboring countries held back on costly purchases and allowed storage levels to lag.
Six Saudi oil tankers are sailing away from the Bab el-Mandeb chokepoint and appeared to be embarking on an unusual trip around Africa as threats from Houthi rebels upend shipping in the Red Sea.
One instalment at a time: here comes the third under ‘MSC EXCLUSIVE’ this week following a leadership seminar that took place in Arizona two weeks ago. Previously on this screen, if you missed earlier episodes: – ‘MSC CEO to crew: relationships remain a critical differentiator‘ – ‘MSC + Cargomatic – speculation swirls’ During the event – where top guns at MSC had the opportunity to listen to internal and external speakers – the ambition ... The post EXCLUSIVE: MSC targets SMEs – share gains to be had where ‘others fall behind’ appeared first on The Loadstar .
One instalment at a time: here comes the third under ’MSC EXCLUSIVE’ this week following a leadership seminar that took place in Arizona two weeks ago. Previously on this screen, if you missed earlier episodes: – ’MSC CEO to crew: relationships remain a critical differentiator’ – ’MSC + Cargomatic – speculation swirls’ During the event – where top guns at MSC had the opportunity to listen to internal and external speakers – the ambition of the ’New-Looking MSC’ re-emerged with a vengeance. Premium gratefully managed ...
Singapore is widening its LNG bunker supplier pool with eight new five-year licences starting on September 1. The Maritime and Port Authority of Singapore selected Aramco Trading Singapore, Equatorial Marine Fuel Management Services, ExxonMobil Asia Pacific, PetroChina International Singapore, Shell Eastern Trading, Sinopec Fuel Oil Singapore, Vitol Bunkers and a joint venture between TotalEnergies Gas …
Swedish offshore vessel owner Viking Supply Ships has turned to controlling shareholder Kistefos for its new leadership team, appointing Ulrik Mannhart as chief executive and chairman Bengt Rem as group CEO. Both appointments take effect on August 1, following the departure of Trond Myklebust, who resigned at his own request and will leave the company …