19 Nisan 2017

Serkan’ın hafta ortası yorumu burada. Takipte İbrahim Akgün enerjitakip.wordpress.com , Dr. Okan Yardımcı’nın http://enerjiuzmani.blogspot.com.tr bloglarını da takip etmenizi öneririm. İki blog daha var. Energyfuse.org ve Twitter’dan @JavierBlas2 analizler çok iyi. Günün sözü sunumdan “ABD şimdi Suudi Arabistan’dan daha fazla petrol rezervine sahip”. Petrol bir düştü bir düştü. Sebebi benzin stoklarındaki artış, 9 haftadır ilk defa. Petrolü de ürün talebi belirler tezi… Rüzgardan petrol üretimi için faydalanmak da ilginç. Gunvor galiba büyük tacir kurumlardan birine satılacak.

Öneri

Pioneer petrolün Permian sunumu

Haberler

Bugün Enerji Bakanlığı DOE raporundaki sürpriz benzin stok artışı sürpriz gelince, WTI ve Brent düşüşün kralını gördü. 9 haftadır ilk defa benzin stokları arttı. Eğer benzin talebi hızla büyümez ise geçen seneye döner.

Trump’un düzenlemeleri azaltma isteği, nükleer güvenlik konusundan sorumlu olan ABD’deki NRC komisyonunu nasıl etkiler. Örneğin Ocak’ta Başkan emri ile federal kurumlar ürettikleri her kural için iki kural kaldırmak ile görevlendirildi. Ama “Yüksek güvenilirlik kurumları” veya NRC gibi bağımsızlar bu durumda ne olacak?

Çin ve Pakistan Ekonomik koridoru (CPEC) ile ilgili şüpheler. 20 Nisan 2015’te başlatılan insiyatif, 55 milyar $ enerji ve altyapı yatırımını kapsıyor.Çin Başkanı Xi Jinping Çin-Pakistan dostluğunu “dağlardan yüksek, denizlerden derin ve baldan tatlı” olarak tanımlamış. Açıklanan yatırımların %60’ı Pakistan’daki enerji projelerine

Nature Energy’de bahsedilen makaleye göre, Nijerya’da ortalama mesken günde 3 defadan fazla 19 saate yakın elektrik kesintisi ile karşılaşıyor. Bu yüzden insanların jeneratörleri var. Yapılan ankete göre jeneratörleri olanlar olmayanlara göre elektriğe %23.6 daha fazla ödeme eğilimindeler-elektrik güvenilirliği karşılığı

Nature Energy’de en çok okunan makalede , anladığım kadarı ile Multiple Exciton Generation (MEG) bir fotonun birden çok elektron (gelenekselde 1 photon=1 elektron) uyarması ile meydana geliyor. Makale MEG ile güneşten hidrojen üretiminde quantum verimliliği %100’un üzerine çıkarıyor. Quantum denilince geleneksel açıklama çöker.

Emtia ticaret şirketlerinden Gunvor’un Avrupadaki rafinerilerini satmaya çalışıyor.Petrolde contango azalınca, beklenen kârlar elde edilemeyebiliyor. Bunun için büyümesi düşük bölge/varlıklar satılarak ABD gibi büyüme potansiyeli olan yerlerde varlık alınıyor. Vitol 7mv/g,Glencore 4.8 mv/g, Trafigura 4.4mv/g, Gunvor 2.5mv/g

Kesikli yenilenebilir kaynaklarda %30 paya kadar 10 pound/mWh ek maliyet gelebilir. İngiltere endüstri stratejisine verilen cevapta, aman bu yeşil stratejiden vazgeçme modunda. Dowling review da bakılmalı.

ABD’de New England’da FERC’in(ABD EPDK)sının iletim sahiplerine verdiği özsermaye getirisini(ROE) %10.57 belirlemiş. Kimse mutlu olmamış. ABD’de %10 getiri vermiş adam daha ne

İngiliz politik-satir dergisi Private Eye’a göre, İngiliz İthalat finans(UKEF) kurumu 2010’dan beri fosil yakıtlarda 142 işlemde 4.8 milyar pound destek verirken. Yenilenebilirde 39 milyon pond. En çok Petrobras, sonra GE+Eni, Vitol, Ghana NAtional Petrol, Gazprom’a Rolls Royce için, Rus Sibur’a ve Sibirya Kömür enerji şirketine

Petrol üretimini arttırmak için rüzgar: Norveç’te Eni ve ExxonMobil’de ortak, proje ismi: rüzgar gücü ile su enjeksiyon projesi. Yenilenebiliri de fosil amaçlarına alet ediyorlar töbe töbe

Küba’daki benzin krizi, elektrikli arabanın önünü açtı. Küba %70 Venezüella’ya bağlı. Venezüella’nın sübvansiyonlu petrol gönderimleri de %40’a kadar düştü.

Grafik

Permian baseni ABD’yi dünyanın en büyük petrol rezervlerine sahip hale getirdi sunumu

44 thoughts on “19 Nisan 2017”

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