31 Mart 2017

Bugün Glencore’un da depolama varlıklarını Çinlilere satması önemliydi. Çinlilerde petrol piyasasında yer edinmek istiyor ama bu major petrol tacirlerinin depolama varlıklarını satması da ilginç değil mi? ABD birincil enerji üretimi 6 sene sonra ilk defa düştü. Engie, elektrik şarj istasyonu şirketlerini alması da ilginç bir hamle ama alımları elektrikte hizmet sektöründe yoğunlaşmış. Citi’den Ed Morse’un çok yanlış laf ettiğini görmedik, piyasa dengeleniyor OPEC kesinti ile yanlış yaptı, ABD üreticileri kendilerini korudu (hedgeledi) demiş. Grafik kısmına mutlaka bakın, İngiltere güneşte 20 senede beklediği gelişmeyi 3 senede görmüş.

Bilgiler

Baker Hughes ABD kule sayısı 15 artarak 824. Petrol kule sayısı 10, gaz 5 artmış.

Toyota önümüzdeki 4 yılda yapay zekaya 35 milyon $ ayırdı. Yapay zeka yardımı ile piller ve yakıt hücrelerinde yeni materyalleri bulmak için. Toyota hidrojenin de ileride önemli bir araç yakıtı olacağına yatırım yapıyor.

İngiltere’de OFGEM’in resmi pozisyonu temsil etmeyen, geleceğe bakış makalesinde 2000 yılında 350 Twh olan elektrik talebinin 2015 gibi 400 ve üzeri olması beklenirken 320 Twh’e düşmüş. 3-5 seneye Türkiye İngiltere’yi yakalar bu gidişle. PV’de ise iki senaryoda resmen yerle bir olmuş. 20 yılda beklenen gelişme 3 yılda olmuş.

Milyarder Ivan Glasenberg’in sahibi olduğu Glencore petrol depolama işinin %51’ini Çin’in HNA Innovation Finance Group’a sattı. HG Storage International depolama şirketi kuracak ikili, Avrupa, Afrika ve Amerika’da petrol depolama varlıkları işletecek.

Kanada’da Ontario’daki Dawn ile AECO hub-terminal fiyatları Kanada doğu-batı gaz fiyat farkını yansıtıyor. Ve fark 0.6 $/mmbtu. Haydi o soruyu soralım: Kanada hub olur mu? Ne kadar anlamsız değil mi

ABD’nin birincil enerji üretimi (elektrik değil), 2009’dan beri ilk defa düştü. 2015’e göre %4 düşen birincil enerji üretiminde, fosil yakıtlar %7 düşüş gördü.Kömür 2016’da %18 düşerek 1978’den beri en düşük seviyesine geldi. Petrol %5, doğalgaz %2 düştü. Yenilenebilir de %7 arttı.

Glencore sıvı depo stoklarını sattı (yukarıda), varlıkların yıllık getirisi 75 milyon $. Varlık değeri ise 0.5-1.1milyar $. P/E (fiyat/kazanç) oranı 7-15 arasında.Ama asıl hikaye şu, Vitol de, Gunvor’da Trafigura da petrol depolamalarını satıyorlar. İlginç…..

Citi’den Ed Morse’dan:“küresel petrol piyasası geçen sene sonunda zaten dengeleniyordu, kesinti ile OPEC istenmeyen sonuçlar doğurdu Problem yoktu”, OPEC ABD üreticilerinin büyük koruma pozisyonu almasına sebep oldu, bu da bu sene ABD petrol üretim büyümesi garanti diye değerlendirdi. 2017 şeyl büyümesinin %70 garanti

Hindistan, İran’ın kendisine önerdiği Farzad B gaz sahasında ilerleme olmaması sebebiyle, rafinerilerinden İran’dan petrol alımını 240,000 v/g’den 190,000 v/g’e düşürmesini istedi. İran’da karşılık olarak Hindistanlı alıcılara taşımada yaptığı %80 indirimi %60’a indirmekle tehdit etti.

Hollandalı elektrikli araç şarj istasyonu şirketi EV-Box’u Engie satın aldı.EVBox 26 ülkede, 980 şehirde, 48000 şarj istasyonuna sahip. Engie’nin alımları OpTerra, Ecova, Serviz, Tendril gibi bir çok servis, yazılım şirketini de kapsıyor. Bir analist Engie ticari den konutsal alana giriyor demiş.

Vatikan ABD başkanı Trump’u çatlak sesleri dinlemesi ve çevresel koruma liderliğini Çin’e kaptırması ihtimaline karşı uyardı. Kardinal Turkson, Gana’dan, Papa’nın çevre mektubu girişimininde öncülerinden.

Grafikler

İngiltere’de 2000 yılında yapılan talep tahmini ve gerçekleşme (OFGEM)

İngiltere’de 2011 yılından güneş PV gelişim öngörüleri ve gerçekleşme (OFGEM)

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