24 Şubat 2017

ABD’de petrol ve gaz şirketlerinin %68’inin siber güvenlik ihlali görmesi dikkate değer. Bakır ve kobalt haberlerinde fiyat artışlarının piyasaya etkileri incelenmiş. İngiltere yeniden elektrik piyasası reformu tartışmaları yapıyor. İngiltere-Fransa yeni 1GW hat 580 milyon pound. Artık petrol depolamak karlı değil gözüküyor, stoklar eritilmeye başlandı. Mayıs’ta da geleneksel sürüş sezonu başlıyor. Arjantin’in ölü ineği Vaca Muerta alım garantili anlaşmalarla hızlanmaya başladı.

Bilgiler

Geçen sene ABD petrol ve gaz şirketlerinin %68’i majör bir güvenlik ihlali yaşamış. Saldırıların %46sı tespit bile edilememiş olabilir. %61 endüstriyel kontrol sistemi EKS’ler yeteri kadar korunmuyor. Sadece %41’inin sürekli izleme yaptığı söylenmiş.

Arjantin’in Patagonyadaki unkonvansiyonel sahası ölü inek Vaca Muerta’da devlet petrol şirketi YPF SA ile Shell pilot proje için ilk anlaşmaya vardı. Shell 300 milyon $ yatıracak. Saha 30,000 km2. Arjantin 7.5 $/mmbtu gaz fiyatı garanti etti. Arjantin bu sene ölü ineğe 2.3 milyar $ yatırım yapacak

İngiltere-Fransa arası yeni deniz altı geçiş hattı 1 GW, 580 milyon pound’a mal olacak. Perşembe dönüştürücü istasyon temeli atıldı.

Bakırcılar:. 4000$/ton’a düşerse Glencore’un sorun yaşayacağını söyleyen yatırımcıların dediğin olmadı, bakır Çin’in altyapı hamleleri ile 6000$/ton’a çıktı. Şili Minera Escondida ve Endonezya Grasberg madenlerinin küresel payı %8-9. Glencore geçen hafta satınalmalara bile başladı. 2017de arz 22.64 mton, talep 22.92 mton bekleniyor.

Malezya, Singapur, Endonezya açıklarındaki tankerlerden petrol satışı başladı/stokları eritiyorlar. VLCC gemiler 2mv petrol depolayabiliyor. Fiyatların 6 aylık contangosu 3$’dı, backwardation ile artık depolamak mantıklı değil

Exxon’un yeni patronu da karbon vergisinden yana. Yanıltmasın, vergi olur ise, vergi gelir nötr olursa, diğer ödediği vergilerden düşebilecek. Karbon ticareti bunu sağlamıyor diye biliyorum

İngiltere’de “Reforming Electricity Market” raporunda arz güvenliği ve enerji fiyatları sorun olarak belirtilirken, “nötr ve tamamen rekabetçi tedarik” gibi başlıklar var. “post truth” kelimesi çok kullanılmış. Lord Hollick de “15 yıldır dekarbonizasyon gündemine odaklandık ve tüketiciler 2003’e göre %58 daha fazla ödüyorlar”

Kobalt lityum pillerin kutuplarında kullanılıyor. Senelik arzı 100,000 ton ama sadece 35000 ton’u metal olarak üretiliyor. Toplam piyasa değeri 550milyon $, bakırın ise 22 milyon ton ile 127 milyar $. Kobalt pound’u 16.5$’a işlem görüyor, Aralık 2015’ten bu yana %80 değeri arttı. Stokçuluk da başladı.

IHS Markit’in üretim düşüş oranı bilinmeyen gaz kuyusunda üretim tahmini nasıl yapılır dökümanı teknik ve yazılımlarını satmak için, ama okumaya değer. Günlük akış basınçları kritikmiş.

Çin merkez bankası kendi prototip kriptopara birimini denedi. Ocak 2016’da da kendi kriptoparabirimlerini çıkaracaklarını iddia etmişlerdi.

Çin’de 2016’da 500,000 v/g metanol tüketmiş ve çoğu benzine karıştırılıyor. Methanol türevi MTBE, oktan seviyesini arttırmak için Çin’de benzine karıştırılıyor. ABD enerji bakanlığı da konuyu anlamak için bir çalışma yaptırmış.

Arktik bölgesinde: İsveçli Lundin de Norveçte 35-100 mv petrol buldu.
OPEC takvimi


Grafik

Asya’da LNG dengeleri değişiyor. (Wood Mackenzie)

Tarih

9 Nisan 1959 – Milliyet

 

 

 

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