28 Mart 2017

“Kömüre karşı savaş bitti”, bugün imzalanan ABD başkanlık kararının önemli etkileri olabilir. Denizaltı ile LNG taşınması 1983’de tasarlanmış. Trafigura IBM ile öbekzinciri ile petrol ticaret sistemi oluşturuyor. Tesla’da sıvı soğutmalı bilgisayar varmış. İngiltere’de sabah karşı dip talebinin yerini hafta sonu gün ortası dibi aldı. Exxon, ABD yönetimine Paris’ten çıkma mektubu yazdı. Danimarka’da 600 MW rüzgar çiftliği. Petrolü ekimde al sonraki mayıs’ta sat, kar ihtimali yüksek, Societe General grafiğini çıkarmış.

Bilgiler

ABD Başkan Yardımcısı Mike Pence ve (BBC’ye göre Başkanı Trump da): “Kömüre karşı savaş bitti”. ABD yönetiminde bugün Trump’un “Energy Independence Executive Order”’ı imzaladı. Obama dönemindeki en az 10 çevre kararını geri alıyor veya işlevsiz noktaya getiriyor.

Yukarıdaki karara eleştiri WRI’dan: “Trump yönetimi Amerikalıların sağlığı, çevresi ve ekonomisi ile imtihanda başarısız oluyor. Bu karar ahlaki otorite de ve küresel liderlikte Amerikayı geride bırakıyor ve diğerlerinin gerisine düşürür.”

Kargo denizaltıları ile LNG taşınması, General Dynamics 1960’da tasarlamış. Bu denizaltılar ile Alaska’dan LNG ithalatı makalesi, 1983 yılına ait. 140,000 m3 LNG denizaltı tankeri… 40 yıl düşünsem aklıma gelmezdi.

Natixis, IBM ve Trafigura, ABD’de ham petrol işlemleri için ilk öbekzinciri (blockchain) uygulamasına öncülük ediyorlar. Platformu Hyperledger Fabric üzerine inşa ediyorlar. Maliyetleri azaltacak, güvenlik, “cash cycle times” azaltımı (işlem hızı diyeyim, tercümesi olan varsa beklerim). Yeni platform kargo bilgilerine kadar herşeyin işlemini sağlayacakmış.

İngiltere’de ilk defa, Mart hafta sonunda gün ortası net elektrik talebi sabaha karşı tavanından da aşağı indi. Yani evlerde ve dağıtık sistemde üretilen güneş enerjisi merkezi elektrik talebini düşürmeye devam ediyor. 5 yılda 11 GW kurulu güç devreye girmiş. Güneşli bir günde 9.5 GW üretim gelebilir denmiş.

600 MW offshore rüzgar santrali ile Danimarka Kriegers Flak’ta rekor peşinde. Vattenfall 54.10 $/Mwh ile ihaleyi kazanmış. Danimarka parlamentosu 2012’de, 2040 yılında fosil yakıtlardan bağımsız bir ekonomi kurmayı oyladı.

Arabalara yazılım gibi davranmak. Elon Musk, Tesla’nın Model 3’ü ile ilgili yazılım sektörünün kullandığı “release candidate” tanımını kullandı. Model 3 üretimi sene sonunda başlasa da, 35000$’lık model değil 60,000$’lık model 3’lerin alınacağı ama 2019’a kadar para yakmaya devam edeceği öngörülüyor.

ExxonMobil, Trump yönetimine, ABD’yi Paris anlaşmasından çıkarmaması için mektup yazdı. Exxon ABD’nin doğalgaz rezervleri ile Uluslar arası rekabetçi kalacağını önermiş.

Kuzey doğu Asya elektrik şebekesinde Moğolistan’ın geniş yenilenebilir potansiyelinin değerlendirilmesi makalesi. Moğolistan’da 1000 GW rüzgar, 1000 GW güneş kapasitesi çalışılmış, 000 hatası yok.

Grafik

Societe Generale’dan Brent’de ekimde al mayısta sat önerisi (Christopher Johnson)

İngiltere’de gün ortası talebi, sabaha doğru talep dibinden de aşağı düştü, sebep güneş (Guardian)

Tarih

2 Aralık 1977, Milliyet Sayfa 2 – ABD Ekonomisindeki sorunlar ve Türkiye

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