29 Mart 2017

Serkan Şahin’in hafta ortası yorumu burada. Bulgarlar AB’den kömürde istisna istemiş, 1 milyar $ güncelleme yatırımı yapamayacağım diye. UPS kargo araçları sola dönmüyor, sağa dönüşlü yolları tercih ediyor. Yolu uzatsa da. OFGEM gelecek yıl iş planını yaynladı. Lityumda fiyatlar arttıkça rezervler de geliyor. Kayıp para makalesi. Westinghouse’da iflas. Su sektörü çok ilginç, dünya çapında da kayıp kaçaktan geçilmiyor. Kömürü ne öldürdü bugün tek okunması gereken yazı.Tarihte doğalgaz telaşı

Bilgiler

Kömürü öldüren neydi? Stanford’dan Charles Kolstad. ABD’de batıdaki üretim 1970 spnrası hikayesi, doğudaki üretimde tarihi dönem. Ama düşüş 2009’da başladı. Görünen çevre, ulaştırmada deregülasyon, çatlatma, verimlilik, finansal piyasalardaki risk algısı ama sayılar farklı şey söylüyor. Progress-ilerleme bitirdi kömürü diyor.

OFGEM gelecek yıl ki iş planını yayınladı. Hedef çıktılar “Enerji tüketicileri için pozitif bir sonuç”, Daha iyi çalışan bir piyasa, enerji sistemindeki değişimi sağlamak, tarifelerde geçmiş dönemden öğrenerek yeni sisteme geçmek, monopol alamlarda rekabet sağlamak, kaliteli analizde otorite olmak

UPS kargo şirketi araçları neden sola dönmüyor? Yolu uzatsa da sadece sağa dönüşler ile hedefe planlama yapılıyor. Mythbuster’da deney yapılmış, sola dönüşlerde 5.2 mil, 52 dakika, 6.8 yakıt tüketimi iken sağa dönüşlerde 6.8 millik yol, 61 dakika sürerken yakıt 4. Gerçekten yolu uzatsa da verimlilik sağlıyormuş

Lityum’da 2015’e göre dünya talebinin %88’ini karşılayan 4 firma talebi karşılamakta zorlanıyor. Tonu 2014’te 4000$/ton’dan bugün 20,000$/ton’a çıkmış. ABD’de Nevada’da Clayton Valley’de

Shangdong Gold, Çin’deki en büyük altın madenini bulmuş olabileceğini iddia ediyor. Xiling madeninde 382.58 ton altın rezervi var, 550 ton daha eklenebilir. Çin 2020’ye altın rezervini 3000 ton’dan 14000 ton’a çıkarmayı hedefliyor.

Toshiba’nın ABD’deki nükleer birimi Westinghouse 11.bölüm iflas başvurusunda bulundu. Toshiba bu durumda 9 milyar $ kaybedebilir. Toshiba 13 milyar $ lık NAND çip işini de satıyor.

Yeni bir kayıp para makalesi. Tanıma bakalım : “değişik sebeplerden dolayı, enerji fiyatlarının tüketicilerin güvenilir elektrik beklentilerini karşılayacak yatırım değerini karşılamaması”

Dünya Bankasına göre dünya suyun %25-35’ini su sızıntıları ve boru patlaklarında kaybediyor. Yıllık maliyeti de 14 milyar $. Dijitalleşme buradaki sorunları azaltabilir.

Bulgaristan’da elektrik üretiminin %40’u kömürden. Bulgaristan, AB’den yeni kirlilik kurallarından istisna istedi, çünkü mevcut santrallerini güncellemesi daha maliyetli olacak. Yatırım maliyeti 1 milyar $mış.

Dün Trump’un imzaladığı başkanlık kararının tam metni.

 

Grafik

Trump kararı kaynak dağılımını nasıl etkiler (WSJ)

Amerika’da kömürü ne öldürdü, yıllara göre ABD’de kömür termik kapasite artışı (http://siepr.stanford.edu/research/publications/what-killing-us-coal-industry)

Tarih

20 Ocak 1987, Milliyet

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