23 Kasım 2016

Bugün hazırladığım metinleri işte bırakınca sıfırdan ABD haberlerine dayalı notlar oldu. Çin’de önümüzdeki 5 yıl için planlanan bakır talep artışı aslında altyapı yatırımlarında hızlanma gösteriyor. PdVSA’nın 30 gün sayımı devam ediyor. Bugün okunması gereken tek haber CNBC’nijn OPEC’te 3 büyüğün savaşı haberi. IMO kararının da etkisi ile Exxonmobil İngiltere’nin kuzeyinde LNG tesisi kuruyor.

Bilgiler

Trump Nasa’nın Yerküre bilimleri (Earth science) bölümüne fon vermeyerek işlevini azaltacak. Bu sene bölüm bütçesinin 2 milyar $’ı bulması bekleniyordu. Nasa daha çok uzay araştırmaları yapacak, bu yerküre bilimleri için fonlar başka birimlere aktarılacak.

2015’te AB görevlisi, yeni elektrik piyasa tasarımında “kapasite mekanizmaları ile müdaheleleri azaltacak” bir yapıdan söz etmişti. Yalan oldu. 30 kasımda yayınlanacak “kış paketi” önerilerinde kapasite piyasaları hayatın gerçeği olacak.

ABD’de güneş ve rüzgar enerjisi önümüzdeki 2 yılda %33 artacak, 40 GW ek kapasite. Bu Clean Power Plan, Trump yönetimi tarafından geri çekilsede sırada olan yatırımlar. California ve New York, 2030 gibi elektriklerinin yarısını temiz enerjiden elde edecekler. Texas’ta rüzgar 22$/Mwh, Arizona ve Nevada’da 40$/Mwh’e inşa edilmeye devam ediyor.

Venezüella ulusal petrol şirketi PdVSA 404 milyon $’lık kupon ödemesini kaçırdı. Aslında teknik iflasta ama 30 gün taahüt süresi devam ediyor.

Obama yönetimi, 5 yıl boyunca Atlantik ve Alaskadaki alanlarda arama hakkı satımını engelleyen karara imza atmıştı. Trump geri çevirmek istese de, Atlantik kıyısının senatörleri (cumhuriyetçiler) ve yerel halk da endişeli.

OPEC’te büyük üçün savaşı makalesinin grafikleri ClipperData’dan ve çok iyi. Hindistan piyasası için bu büyük üçlü (Suudi, Irak ve İran) Çin’e göre daha agresif. Ekim’de Irak’ın ihracatı bir sene önceye göre %15.1, Suudilerinki ise %6.8 arttı.

Çin’in bakır talebi bir önceki plan dönemine göre %14 artarak 2016-2020 döneminde 29.2 milyon metrik ton. 2016’da 9.53 milyon ton rafine bakır tükettği tahmin ediliyor. %4.2 yıldan yıla artış gördü.

Kuveyt’in elektrik talebi 67.4 Twh, 2022’de 98 Twh’e çıkması bekleniyor. Nüfus: 3.37 milyon

ExxonMobil, İngiltere’de Orkney adasında LNG tesisi kuruyor, ama IMO’nun sülfürü düşürme kararından sonra gemilere LNG yakıt doldurma tesisi planı.

 

Grafik

İran AB pazar payını geri kazanıyor. ClipperData

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