23 Mart 2017

Norveç ekonomisi de Körfez ülkelerinden farklı değil, petrole bağımlılık sonunda bir bağımlılıktır. Fitch’in Suudi Arabistan eleştirisi reforme edemezlere gelmiş. Bangladeş’te 4.1 milyon ev tipi güneş var ve komşular arası elektrik satışı için bu sistemleri küçük küçük birbiri ile ticarete geçiriyorlar. Bugün vakit varsa okunacak tek rapor Stanford’un “Yeni Güneş Sistemi” raporu, Çin’deki güneş sektörü incelenmiş. ABD’de de kurumsal dönüşüm zor oluyor, ama makale başlığı çok ilginç. 10 yılda gemilerde LED lambalara niye geçilemediği incelenmiş. Kule fiyatları artıyor. İlginç bir metrik: elektrikli araba başına düşen şarj istasyonu sayısı, Çinde 2020’de 1’e düşecekmiş.

Bilgiler

Norveç ekonomisi petrol fiyatlarındaki düşüşten dolayı zayıf büyüme bekliyor. Hükümet raporuna göre önümüzdeki 4 sene güçlü büyüme gözükmüyor. Yıllarca OPEC ülkeleri Norveç’i örnek almalı ekonomilerini çeşitlendirmeli vs muhabbetleri yalan oldu. Petrole bağımlılık, Norveç’e de sorun.

Siemens kontrol ekipmanlarında – PLC’lerde, ABD’de 7 olmak üzere 10 endüstriyel tesiste virüslü yazılım tespit edildi. 4 yıldır devam ediyor. Niye Siemens, bu işin windows’u gibi yaygın endüstriye kullanımı var.

Fitch Suudi Arabistan’ın kredi notunu A+’ya düşürdü. Neden? Reform ajandası hükümetin yönetim kapasitesini aşar demiş. Ama bu not düşüşü ile ülkenin notu diğer kurumların verdiği not seviyesine geldi. Hükümet sübvansiyonlarını kesmek enerji yoğun sektörleri, yabancı çalışanlar için yüksek maliyetlerin ise özel sektörü vuracağı söylenmiş.

Çin’de elektrikli araba başına düşen şarj istasyonu oranı 2.3, 2020’de 1’e gelecek. Fakat dışarıda şarj etmek 3 misli pahalıya mal oluyormuş. Yeni metrik öğrendik.

Bangladeş’te 4.1 milyon ev tipi güneş sistemi kurulmuş. Asya Kalkınma Bankası, Bangladeşli SOLshare ile “sürü elektrifikasyon” diye bir proje başlatmış. Komşular birbiri ile elektrik ticareti yapabilecek.

Stanford’dan “Yeni Güneş Sistemi” raporu. Özetten: Çin güneş sektörü, görünebilir gelecekte küresel piyasanın da major iticisi. Efsaneleri de incelemişler, finansal balon mu, Çin yenilikçi değil mi, Çin’de mi merkezileşiyor, ithalat tarifeleri Çin’i sarsar mı, yabancı yatırımcıya kapalı mı?

Bir lambayı değiştirmek için kaç amiral gerekir makalesi ABD deniz kuvvetlerinde gemilerde LED aydınlatmaya geçişin 10 yılı bulan değişiminin hikayesi. LED’e geçmek isteyenler ikna etmekte çok zorlanmışlar. Enerji yatırımlarında kurumsal süreçlerin önemi.

Pakistan Balochistan’da 1320 MW süperkritik kömür santralinin inşaatına başlandı. 2019’da tamamlanacak.

BHP Billiton’un Şili’deki Escondida bakır madenindeki grev 1973’ten beri ülkedeki en uzun grev (43. gün).

Grafik

Kule maliyetleri de artıyor

44 thoughts on “23 Mart 2017”

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