24 Mart 2017

Karbon yasası, her 10 yılda insan kaynaklı emisyonların yarılanması. Alman postalarının elektrikli hafif ticari araçlara (kamyonet deyip geçtim) yatırımı şöyle ilginç. Dizelle direnen gelenekseller ve yenilikçi posta ofisi. Vitol günde 7 mv/g petrol ticareti yapmış. Hindistan tüm ülkeyi elektriğe kavuşturma politikasında çok ilginç rakamlar var. Petrol talebi 2026’da zirve yapabilirmiş. Petrol ve doğalgaz firmalarının dökümanları arama motoru.

Bilgiler

Baker Hughes ABD kule rakamı 20 arttı. Geçen seneye göre 280 artarak 809 oldu. Arka arkaya 10 haftadır artış görüyor.

Apple iki aya kalmaz iPhone’ların Hindistan’da da üretimine başlayacak. Wistron tarafından imal edilecek iPhone’ların maliyetinin düşürülmesi ve Hindistan’daki pazar payının arttırılması hedefleniyor. Trump’a rağmen ABD’de üretimi düşünmemesi de düşündürücü.

Elektrikli otobüs taşıma vs denilince Tröleybüs diye Bir şey vardı zaten. İsveç ve Los Angeles’ta Siemens ve Scania elektrikli yukarıdan asılı elektrik kablolarından elektrik alan kamyonlar geliştiriyor ve deniyor. Pantograf (kamyon tepesinden hatta uzanan üst aparat), sollama sonrası tekrar hattan besleniyor, sollarken dizel

Alman postaları, Deutsche Post AG, bu seneden itibaren 10000 e-kamyonete “ScreetScooter” geçmeyi planlıyor. ScreetScooter Avrupa’da Renault Kangoo’yu geçerek elektrikli araba segmentinde birinci olabilir. Sene sonuna kadar 4000 elektrikli hedefleniyor. Elektrikli araba bakımı içten yanmalılara göre %35 daha ucuz

Karbon’un Moore yasası olarak önerilen: “Karbon yasası”: insan kaynaklı emisyonların her 10 yılda yarılanması. Yılda %10-%12 değişim demek. Çin’de mesela kömür 2013’te %3.7 büyürken, 2015’te %3.7 düşüşe geçti. Bu sebeple 10ar yıllık senaryolar tasarlanmış.

Redburn danışmanlık şirketi 2026 gibi petrol talebinin zirve yapacağını öngörmüş. Petrol talebinde hafif araçlar 20-25 mv/g, karayolu taşımacılığı da 20-15 mv/g, petrokimya da 10-15 mv/g aralığında. Küresel petrol talep artışı 2020 gibi 0.5 mv/g büyümenin altına düşebilir.

Vitol’un 2016 turnover’ı 152 milyar $. Günlük ortalama 7 mv/g ticareti var. 6809 gemi yolculuğu. Ticaret hacminin %48’i hampetrol. En büyük ticaret artışı benzinde . LPG hacimleri ise 2016da %131 artmış. Kömürde de artış görmüşler çünkü 2016’da Asya’da 50 GW ek kömür kapasitesi devreye girmiş.

Çin kendi kömür politikasının başarısının kurbanı mı? NDRC madenleri 276 gün çalışmayan düşürdüler, üretim yıldan yıla %7.8 düştü. Kok kömürü fiyatı 4 katına, termal kömür de 2 katına çıktı. Kasımda 330 gün çalışma süresine tekrar çıkardı (NRDC).

“Bir ölçü hedef haline gelince, iyi bir ölçü haline gelmez”, Goodhart yasası. OPEC’e de hedef yapınca, ülkeler bu hedefin etrafından dolaşıyor.

Birçok petrol şirketinin kendi düzenleyici kurumlarına verdikleri açık dökümanların arama motoru. Aleph arama motoru

Hindistan hükümeti 2019’da “Power for All” – Herkez için elektrik insiyatifini başlattı. Yerli kömür üretimini arttıracak, yeşil enerji koridoru, Led for all ile de 20000 MW talep kapasite düşüşü yapılacak. Rakamlar kocaman

Grafik

Küresel karbon yasası (Science)

43 thoughts on “24 Mart 2017”

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