18 Kasım 2016

Word: https://drive.google.com/open?id=0B3RIv3pMNaTdMXlIOVhaV1ltdXM

Denizcilik yakıtları kısmında bir şeyler oluyor, LNG mi, kükürt oranı mı derken, Kuzey Avrupa ülkeleri karbon araştırmaları yaptırıyor, büyük şirketlerden Maersk bu konuda oldukça ateşli. IEA’in öngörülerini hala merak ediyorum. Yakıt miktarı değişirse veya verimlilik zorlanırsa o talep artışı olmayabilir. Naimi’nin FT’deki görüşleri okumaya değer. Açıkca demese de, yanlış yöne kürek çekiliyor diyor. Tabir aklımda kaldı, Nesnelerin internetini hizmetlerin ve insanların internetine geçiş… Trump geldi ama o kadar yenilenebilir düşmanı olmayacak yorumu eh işte. Grafikte JODI’den OOTTcilerin OPEC ve Non-OPEC petrol üretimleri ve gemi tipine göre km-ton emisyon. Tarihte 1979 yılına ait “Petrol fiyatları ve Uluslar arası Gelir Dağılımı” yazısı, konu eskimez.

Bilgiler

Suudi petrol eski bakanı Naimi, bilge bir adam. FT’de “sabit fikirli ve inatçılığından sonra “Ben şeyl’i piyasa dışına itelim demedim veya düşünmedim. Bugün bir ülkenin petrol fiyatını etkileyebileceğini düşünen kafayı yemiştir. Yüksek fiyatlar daha fazla ham petrol getirir ve OPEC bayını azaltır.”

Volkswagen 30,000 kişiyi işten çıkaracak, sendikalarla anlaştı. 23,000’i Almanya’dan. Haber duyulunca hisseleri 1.2% arttı. Çünkü 3.9 milyar $ harcamaları düşecek diye. Firma tarihindeki en büyük işten çıkarma, daha çok emekliliği gelmişlerden olacak. Dünya da 624,000 kişi çalışıyor.

Maersk, 2007’den buyana kargo hareketinde karbon emisyonunu %42 düşürmüş. 2020’de hedef %60 düşürmek. Denizcilik sektörü 1 milyar ton CO2 (2012) ile dünya emisyonlarının %2.2sinin sebebi. Triple-e gemisiyle de reklamını yapmış.

Venezüella Petrocaribe(18 Karayip ve Orta Amerikası birliği)’e verdiği petrol ve ürünlerini %40 azaltacak. Başka ülkelere satacak. Hindistan’a ihracatı 50binv/g artarak 450binv/g’e geldi. Çin ise 190bin v/g civarında. Çin’e borcu ise 50 milyar $. ABD’den Curacao’ya nafta ve hafif petrol alıyor ki kendi ağır petrolü ile karıştırsın.

Bloomberg New Energy Finance’in VIP yorumu okumaya değmez. Ama anekdotlardan, daha önce de adaylardan biri reklamlarında silahla “Cap and Trade” kanuna ateş etmiş. Trump 4000 atama yapacak. “Güneşi seviyorum” demiş. Yani realitelerle yüzleşince o kadar da kötü olmayabilir modunda bir yazı

İran Rusya’nın Lukoil, Tatneft, Zarubezhneft firmaları ile petrol anlaşması imzaladı. Haberdeki dikkat edilmesi gereken cümle Norveçliler ile ilgili : “[firma] Changuleh petrol sahasının geliştirilmesinin imkanını inceleyebileceğini”.

Pakistan’ın Pencap eyaletinin Muzaffergarh’daki 1200 MW LNG’den gazlaştırıp elektrik üreten bir santral için ihaleye çıktı. Yap-işlet modeli ile 30 yıl, Aralık 2018’de işletmeye girecek. 30 yııııııııııııııııııııııııııl. Pakistan Karaçi’de Kasım limanında da BW Gas’dan FSRU hizmeti alacak.

Şu andaki enerji altyapısı sebebiyle 800 milyar ton CO2-karbon bütçesi kesinleşmiş. 7273 kömür santrali işletmede, 719’u inşaat 1000 tane de planlamada.

OPEC, İran’a 3.92 mv/g limit önerirken, 4-4.2 mv/g’de kabul edecek.

Büyük petrol üreticilerinin %50si karbon maliyetleri ile hem de önümüzdeki 10 yıl içinde karşılacaklar. Wood MacKenzie’ye göre dünyadaki emisyonların %13’ü karbon fiyatı ile karşılanıyor. Biraz da gaza kaymanın sebebi bu belki

Venezuella petrol şirketi PDVSA’nın Amerikada sahip olduğu rafineri şirketi Citgo Petroleum, Venezüella’dan aldığından daha fazla petrol ürünü Venezuella’ya gönderiyor ama bu da ülkedeki sıkıntıyı azaltmıyor. Ham petrol karşılığı ürün offsetlemesi yapılıyor. Venezüella’da rafineri kullanım oranı %45, El Palito rafinerisi çalışamaz durumda

OPEC üretimi dondurma kararını verdiği Eylül sonundan bu yana üretimi 240bin v/g arttı. 32.5-33 mv/g’e düşmek için grup şimdi 640bin v/g -1.14 mv/g kesmek zorunda. Angola yüzünden bu rakam daha da yukarıda olabilir. 200bin v/g’de bu ay oradan gelecek. OPEC’in mi var, derdin var

Geçen Economist’te bir makalede “bilgisayar casusluk[yapmak] için doğmuştur” diye başlayan makale vardı. ABB: “Büyük veri demek sibergüvenlik, enerji yönetimi, varlık yönetimi ve eniyileme.”…”Nesnelerin Interneti burada fakat bizim perspektifimizden buna ayrıca Hizmetlerin ve İnsanların Interneti olarak bakıyoruz”.

Grafik

Değişik gemi tiplerinin Karbon yoğunluğu. Danmarks Rederiforening

İstatistik

OPEC ve Non-OPEC üye üretim, ihracat miktarları. #OOTT

Tarih

23 Ekim 1979 – Milliyet –Düşünenlerin Düşüncesi (sayfa 2)

 

 

 

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