November 21, 2024

Green Column: Europe Faces a Crisis in Energy Costs

LONDON — The signs are everywhere. Britain has been unable to reach a deal for its first new nuclear power station since the 1990s. Spain, once a clean-energy enthusiast, has slashed its backing for wind and solar power.

Even the European Union’s flagship environmental achievement of recent years, its Emissions Trading System for carbon dioxide, is beset by existential doubts. On Tuesday, the European Parliament batted away an effort to bolster anemic carbon prices on the E.T.S.

Prices for permits to emit greenhouse gases, which have fallen as low as €3 per metric ton, are just a fraction of what they were a few years ago, meaning that they are no longer doing their intended job of inducing utilities and manufacturers to invest in new technology and switch to cleaner fuels.

Evidently, members of the European Parliament were more concerned about any further raising of energy costs that some European companies already say are putting them at a competitive disadvantage.

Europe is lurching through an energy crisis that in many respects parallels its seemingly unending economic crisis. Across Europe, consumer groups, governments and manufacturers are asking how their future energy needs can be met affordably and responsibly.

It is a question that is far more acute than in the United States, where the shale gas revolution has done wonders to ease energy angst. “Europeans are getting increasingly concerned about energy,” said Corin Taylor, an analyst at the Institute of Directors, a British business group. “Manufacturers are looking at U.S. energy prices with envy, and if they can, they are making investments in North America.”

European countries have yet to demonstrate that they can or in some cases even want to exploit their own potential shale gas troves. At the same time, most of Europe’s indigenous sources of oil and natural gas are in decline, making increased dependence on imports almost inevitable.

In some ways, Europe is a victim of its own success. It has made remarkable progress in switching to a future beyond oil and natural gas. For instance, last year, a hefty 23 percent of European power demand was met by electricity generated by renewable sources like wind and solar, compared with just 13 percent in 2002. This shift was “driven primarily by generous support policies for renewables,” said Susanne Hounsell, an analyst at the energy research firm IHS CERA in Paris.

But achievements like that have also brought problems. Most green electricity sources cannot compete with coal and natural gas on their own and require subsidies that are passed on to industry and consumers. The more power they generate, the higher those costs. Direct charges for renewables add about 18 percent to German household electric bills, with indirect costs putting on more.

In Britain, climate charges add 19 percent to the electricity prices that large manufacturers pay, according to Jeremy Nicholson, director of the Energy Intensive Users Group, which represents heavy industry. That helps make industrial processes that are heavy users of electricity, like aluminum smelting or steel making, endangered species in Britain.

Europe’s energy policies were conceived in a very different era, the early to mid-2000s and even before, when economic growth was robust and there seemed to be lots of leeway to add a few euros onto the cost of electricity, if that might help combat climate change.

In Europe today, to take only a couple of examples, steel production is down about 30 percent since before the financial crisis, and new car sales hit their lowest level last year since 1995. It is hard not to conclude that economic activity like manufacturing is decamping and moving to places like Asia and, increasingly, the United States.

European energy policy makers do not seem to have figured out that the world has changed. Britain, for instance, has just instituted a carbon tax on top of E.U.-wide carbon charges. The effort to raise the carbon price on the E.T.S. while Cyprus was melting down is another sign of tin-eared European policy making.

The vote against the changes to the E.T.S. could prove a wake-up call. Europe is probably going to achieve its objective of cutting greenhouse gas emissions 20 percent from 1990 levels by 2020 — mainly because the recession has cut industrial production and even driving. Now comes the harder part: cutting emissions 90 percent or so by 2050. Baby steps like a mini carbon tax are not going to get Europe there, analysts say.

A real debate on energy may be in the cards for the first time in years. “We are in the realpolitik of climate change now, where costs and competitiveness do matter,” said Fabien Roques, another analyst at IHS CERA.

“Our whole energy policy needs to be rethought. We don’t need to go for hell for leather in one go to meet targets,” said Ann Robinson, head of consumer affairs at uSwitch, a British company that provides consumer advice.

Ms. Robinson argues that instead of rushing huge investments into largely unproven and enormously expensive technologies like offshore wind, a phased approach would be preferable and would leave time for scientific advances that might produce cheaper and more effective solutions. Britain, where the average annual household energy bill has doubled to about £1,335, or $2,040, since 2006, is approaching a “tipping point” where large numbers of people decide to “switch off heat permanently,” she said.

Article source: http://www.nytimes.com/2013/04/18/business/energy-environment/18iht-green18.html?partner=rss&emc=rss

China Plans to Release Some of Its Pork Stockpile to Hold Down Prices

And with the price of pig meat up 38 percent in major cities since the start of the year, the government is about to open its floodgates.

China’s Commerce Ministry said Friday that it planned to release part of the central government’s 200,000-metric-ton stash of frozen pork onto the market, following earlier releases from pork reserves held by cities and at least 11 provinces trying to cap rising food prices.

So far, they have failed. Year-over-year inflation in China rose to 6.4 percent in June. The ministry says the price of pork in big cities soared by 17 percent last month alone, propelled by higher feed prices, rising wages and increased demand.

“As we know, pig breeding has experienced consecutive increases the last three years,” the ministry’s spokesman, Yao Jian, said at a briefing on Friday. “But with the progress of urbanization and increasing consumption of pork by the people, market control faces new challenges on the quantity of pork consumption.”

If a reliable supply of pig meat does not sound like a national priority, consider this: pork makes up more than half the meat consumed in China, and up to 70 percent in some areas, China’s state-run CCTV television network reported in May.

As living standards and meat consumption have risen, the demand for pork has jumped apace. The average Chinese consumer ate four times as much pork in 2007 as he did in the early 1990s, the English-language newspaper China Daily reported at the time. While per-person consumption is still higher in some nations like Denmark, the Chinese, over all, produce and eat more than half the world’s pigs.

The crush of demand for pork has made the supply vulnerable to all sorts of fluctuations, from epidemics of pig diseases to weather changes that affect the price of grain that fattens pigs. But a nation that runs on pork cannot afford to run short. So in 2007, the government decided to establish a national pork reserve, reasoning that a backlog of frozen meat could be used to make up for shortages and stabilize prices when necessary.

In practice, a strategic pork reserve has problems. Frozen meat does not keep for more than about four months, and live animals must be fed and constantly replenished to keep the reserve stable. In Shaoxing, a large city in coastal Zhejiang Province, the local government keeps a virtual reserve of pork by paying farmers a subsidy of 20 renminbi per pig — about $3 — to keep their herds at a set level.

The government’s latest plan to open the pork floodgates faces a different problem: even at 200,000 metric tons, which is about 220,000 tons, the reserve is too small to make a dent in demand, and so is unlikely to have a big impact on rising prices.

Not to worry, however. The National Development and Reform Committee, China’s powerful state planning agency, says prices will stabilize in the second half of 2011, according to an interview in The 21st Century Business Herald, a state-run daily newspaper.

Li Bibo contributed research.

Article source: http://feeds.nytimes.com/click.phdo?i=21bf97ad5eb6da41e2e30073e3a60026

Alcoa’s Profit More Than Doubled in Quarter, Following Aluminum Prices Up

Net income was $322 million, or 28 cents a share, compared with $136 million, or 13 cents, a year earlier, Alcoa reported after the markets closed. Sales gained 27 percent to $6.59 billion, exceeding the $6.31 billion average estimate of seven analysts in the Bloomberg survey.

Earnings, excluding $38 million in restructuring and debt tender offer costs and other one-time items, were $364 million, or 32 cents a share, missing the 33-cent average estimate of 14 analysts surveyed by Bloomberg.

“The market should be pleased that Alcoa is showing these strong year-over-year trends,” Jorge Beristain, an analyst at Deutsche Bank, said on Bloomberg TV. “They are managing to hold the line on costs.”

Alcoa’s chief executive, Klaus Kleinfeld, reiterated his forecast for global demand to increase by 12 percent in 2011 and double by the end of the decade as Asian countries build more offices and buy more aircraft, cars and trains.

“Although the economic recovery is uneven, the overall outlook for Alcoa — and for aluminum — remains positive,” Mr. Kleinfeld said in a statement. “Demand for aluminum continues to rise and so does growth in our major markets.”

Alcoa, traditionally the first company in the Dow Jones industrial average to report earnings, was little changed in after-hours trading.

Aluminum prices have advanced in the last year in London as demand soared from Chinese and American automotive and aerospace sectors. Aluminum spot prices on the London Metal Exchange averaged $2,600 a metric ton in the second quarter, 24 percent more than a year earlier.

Article source: http://feeds.nytimes.com/click.phdo?i=f6d6fd1c92d5472e6ae577321b180095