Giuseppe Sandro Mela.
2022-06-30.
Il blocco europeo sta fornendo armi alla Ukraina, che è in conflitto con la Russia.
Il blocco europeo vuole la Ukraina nella Unione Europea-
Il blocco europeo vuole la Ukraina nella Nato.
Il blocco europeo ha chiuso il corridoio tra Russia e Kalinigrad.
I paesi baltici entrano nella Nato.
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Il tanto sbandierato eolico eroga corrente solo quando tira il vento.
Il tanto sbandierato fotovoltaico eroga corrente solo quando c’è il sole.
Nei fatti servono a nulla: giganteschi investimenti bruciati sugli altari di ideologie suicide.
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La Russia sta portando la Germania alla implosione. E con essa tutto il blocco europeo.
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La Russia sta spingendo l’economia tedesca al punto di rottura.
In Germania, alcuni forni industriali funzionano ininterrottamente da decenni. Se si raffreddano improvvisamente, i materiali fusi si induriscono e il sistema si rompe.
Questo è il tipo di preoccupazione che attraversa la più grande economia europea, alle prese con una crisi energetica senza precedenti.
Quello che era iniziato come un vago presentimento sulla riduzione delle forniture di gas russo è ora molto reale.
Questa settimana sono stati elaborati gli scenari e nessuno di essi ha portato a riserve sufficienti per superare l’inverno.
I rischi vanno oltre la recessione e un inverno di case gelate e fabbriche chiuse.
Le aziende che producono metalli, carta e persino cibo potrebbero essere costrette a ridimensionare o chiudere i siti produttivi tedeschi, accelerando un esodo costante di posti di lavoro nel settore manifatturiero e lasciando danni duraturi al panorama economico del Paese.
Le aziende sposteranno la produzione dove c’è un gasdotto competitivo, e questo non sarà in Germania.
Il momento della verità arriverà probabilmente il mese prossimo, quando il gasdotto Nord Stream si fermerà per la manutenzione programmata.
La crisi si è già estesa ben oltre la Germania, con 12 Stati membri dell’Unione Europea interessati e 10 che hanno lanciato un allarme preventivo ai sensi della normativa sulla sicurezza del gas.
Anche se Wiegand interrompesse la produzione, i forni avrebbero bisogno del 75% del consumo normale di gas per evitare che il vetro fuso all’interno si blocchi e distrugga il forno.
Se i forni altamente specializzati si rompessero, la ricostruzione sarebbe lunga e costosa.
Il presidente della Banca centrale europea Christine Lagarde ha dichiarato che il 75% delle previsioni sull’inflazione sbagliate dalla banca l’anno scorso sono dovute ai prezzi dell’energia.
Le prospettive sono già tetre. Gli ordini di produzione nelle fabbriche sono diminuiti negli ultimi tre mesi, i costi stanno aumentando e la fiducia sta crollando.
Se necessario, potremmo passare una parte della produzione dal gas al petrolio, ma l’efficienza sarebbe cinque volte inferiore.
Le famiglie potrebbero vedersi raddoppiare o triplicare la bolletta del gas e ha invitato i cittadini a risparmiare denaro ed energia.
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«Russia is pushing Germany’s economy to the breaking point»
«In Germany, some industrial furnaces have been running without interruption for decades. If they cool down suddenly, the molten materials harden and the system breaks»
«That’s the kind of concern sweeping through Europe’s largest economy as it faces an unprecedented energy crisis»
«What started as vague foreboding over reduced supplies of Russian gas is now very real»
«this week worked out the scenarios and none of them led to sufficient reserves to make it through the winter»
«The risks extend beyond beyond a recession, and a winter of freezing homes and shuttered factories»
«Firms making metals, paper and even food could be forced to downscale or close German production sites, accelerating a steady exodus of manufacturing jobs and leaving lasting damage to the country’s economic landscape»
«Companies will move production to where there’s competitive pipeline gas, and this won’t be in Germany»
«The moment of truth is likely to come next month, when the Nord Stream pipeline goes down for scheduled maintenance»
«The crisis has already spilled far beyond Germany, with 12 European Union member states affected and 10 issuing an early warning under gas security regulation»
«Even if Wiegand idled production, the furnaces would need 75% of normal gas consumption to prevent the molten glass inside from seizing up and destroying the furnace»
«If the highly-specialized furnaces break rebuilding would be time-consuming and expensive»
«European Central Bank President Christine Lagarde said 75% of what the bank got wrong in its inflation prediction last year was due to energy prices»
«The outlook is already grim. Manufacturing orders at factories have fallen for the past three months, costs are rising and confidence is crumbling»
«We could switch some production from gas to oil if needed, but it would be five-times less efficient»
«households could face doubling or tripling of their gas bills and called on people to save money and energy»
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Russia Is Pushing Germany’s Economy to the Breaking Point.
(Bloomberg) — In Germany, some industrial furnaces have been running without interruption for decades. If they cool down suddenly, the molten materials harden and the system breaks.
That’s the kind of concern sweeping through Europe’s largest economy as it faces an unprecedented energy crisis.
What started as vague foreboding over reduced supplies of Russian gas is now very real. After President Vladimir Putin slashed flows on the main link to Europe by 60%, experts in Chancellor Olaf Scholz’s administration this week worked out the scenarios and none of them led to sufficient reserves to make it through the winter.
“That was the sobering moment,” Klaus Mueller, who heads Germany’s network regulator known as BNetzA, said Friday in an interview with Deutschlandfunk radio. “If we have a very, very cold winter, if we’re careless and far too generous with gas, then it won’t be pretty.”
The risks extend beyond beyond a recession, and a winter of freezing homes and shuttered factories. For decades, Germany has prospered off the back of cheap gas. The answer to the growing economy’s needs more often than not was a new pipeline to Russia.
That era is now over, and companies from BASF SE to Volkswagen AG are coming to terms with the new reality.
There will be quick fixes — like reviving polluting coal plants and switching fuels in industrial processes — but structural issues loom as the transition to affordable renewable power will still take years.
Firms making metals, paper and even food could be forced to downscale or close German production sites, accelerating a steady exodus of manufacturing jobs and leaving lasting damage to the country’s economic landscape.
“Companies will move production to where there’s competitive pipeline gas, and this won’t be in Germany,” said Wolfgang Hahn, managing director of Energy Consulting Group GmbH. “You can’t correct 20 years of policy errors in two or three years.”
The latest figures show that it would take 115 days to reach the government’s target of filling gas reserves to 90% capacity by November. That time frame assumes flows remain at the current level, which is unlikely given the Kremlin’s increasingly aggressive posture toward Europe in retaliation for sanctions imposed over Russia’s war in Ukraine.
In response to the grim prospects, Germany — which still relies on Russia for more than a third of its gas supplies — elevated its threat level to the second-highest “alarm” stage on Thursday. If the squeeze gets tighter, Germany could start rationing supplies.
The moment of truth is likely to come next month, when the Nord Stream pipeline goes down for scheduled maintenance. Germany worries it may never come back.
“I would have to lie if I said I didn’t fear that,” Economy Minister Robert Habeck said Thursday in an interview with public broadcaster ZDF.
Germany’s vice chancellor drew a parallel between the gas squeeze and the role of Lehman Brothers in triggering the financial crisis. If energy suppliers continue to pile up losses by being forced to cover missing Russian supplies at high prices, there’s a risk of a broader collapse.
Uniper SE, Germany’s largest Russian gas importer, has already warned it may face difficulties fulfilling supply contracts to local utilities and manufacturers if Moscow prolongs or increases gas cuts.
The crisis has already spilled far beyond Germany, with 12 European Union member states affected and 10 issuing an early warning under gas security regulation. Europe’s increased demand for liquefied natural gas will also hit poorer nations around the world as they struggle to compete for cargoes.
“We are worried” that Russia will cut off gas supplies to Europe, Estonian President Kaja Kallas said at the EU summit in Brussels on Friday. “We need to be prepared to have different energy mixes, united purchases of liquefied gas and do these things together.”
Scenarios from BNetzA, which would manage Germany’s gas distribution in the event of rationing, take into account a series of emergency measures, including two floating LNG terminals that will come online this winter, auctions of excess fuel for industry and a 15 billion-euro ($15.8 billion) government program to buy gas on the spot market.
“Storage sites in Germany need to be filled as soon as possible,” said Sebastian Bleschke, head of INES, the association of German storage operators. “For some sites, the window of opportunity is closing.”
Bavaria-based Wiegand Glas shows the difficulty of unwinding Germany’s gas demand. The company’s 11 glass-melting furnaces — like all those in the country — operate 24 hours a day for more than a decade. Even if Wiegand idled production, the furnaces would need 75% of normal gas consumption to prevent the molten glass inside from seizing up and destroying the furnace.
“But then we have to carry the energy cost while we have nothing to sell, so this is not really an option,” Chief Executive Officer Oliver Wiegand said in an interview. If the highly-specialized furnaces break, rebuilding would be time-consuming and expensive. “It would take a decade to build up to normal production again,” he added.
Economists are trying to pin down the scope of the risk, but it’s a challenge. European Central Bank President Christine Lagarde said 75% of what the bank got wrong in its inflation prediction last year was due to energy prices.
German economic institutes warned in April that an immediate halt to Russian imports of oil and natural gas would cause a 220 billion-euro hit to output over the next two years. While it could be more benign now as storage levels tick up, predicting the outcome of an unprecedented situation is difficult, said Stefan Kooths, an economist at the Kiel Institute for the World Economy, who was involved in the forecast.
The Bundesbank estimates that Germany’s economy will shrink more than 3% in 2023 if Russian energy supplies stop. That would be the worst slump outside of the recessions sparked by the Covid-19 pandemic and the global financial crisis.
The outlook is already grim. Manufacturing orders at factories have fallen for the past three months, costs are rising and confidence is crumbling. The Ifo Institute’s closely watched measure of business expectations unexpectedly dropped this month.
For now, companies are bracing for a prolonged reduction in energy. BASF, Europe’s biggest chemicals maker, may cut output because of the rising cost of gas, which is used as a feedstock in production and to generate electricity. BMW AG, the world’s biggest luxury-car maker, may buy electricity rather burn gas in its own on-site power plants.
“We could switch some production from gas to oil if needed, but it would be five-times less efficient,” Hagen Pfundner, head of the German operations of Swiss drugmaker Roche Holding AG. “That would not be a durable solution.”
Germany is preparing consumers and businesses for tough times ahead. BNetzA’s Mueller warned that households could face doubling or tripling of their gas bills and called on people to save money and energy. Habeck appealed to Germans sense of solidarity to fend off Putin’s energy attacks.
Responding to the suggestion of a state bonus for saving gas, he said: “If someone says ‘I’ll only help if I get 50 euros more,’ I’d say ‘you’re not getting it, dude.’”
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