26 Nisan 2017

Serkan Şahin’in bugün ki ABD petrol ve benzin stok raporuna yorumu burada. LNG yakan gemiler (LNG bunkering) hız kazanıyor ama çok değil. Elektrikli arabalarda dün “vergi yoksa iş yok” raporlarına bugün Total’in agresif elektrifikasyon tahmini geldi. Polonyada kapasite piyasası istiyor. Tellurium rezervi, güneş panelleri için derin denizleri rahatsız etmeye değer mi. Goldman Sachs yorumu bence bugün yeterli.

Öneri

Goldman Sachs analistinin video yorumu

Haberler

LNG taşıyan gemiler hariç, LNG ile çalışan gemiler 2025 gibi 5-7 milyon ton LNG tüketecek. Gemi sayısı 2005’teki 5’ten 2016’da 77’7e 2020’de 200’e çıkacak. 2025’teki 1 milyon tonu Total sağlamak istiyor.

Bu hafta yarın Total, sonra Exxon, Chevron, 2 Mayıs BP, 4 Mayıs Shell ile ilk çeyrek sonuçlarını göreceğiz. Önemli düzelmeler bekleniyor. Son 15 yılda ilk defa herkes uzun dönemli petrol fiyatı konusunda daha hem fikir. Talep piyasaları 1-2 sene arz 2-10 sene yürütür.

ABD ham petrol stokları geçen hafta 3.6 mv düştü, beklenen 1.14 mvdir. Saxo Bank’tan Ole Hansen, stok düşüşünü yüksek ihracat ve rafineri kapasitelerine bağladı. Ham stokların rafine stoklara dönüşmesi ve ihraç edilmesi toplam dengeyi aşağı indirmeye yardımcı olmuyor.

Clipperdata: EIA verisinde rafineri çalışması 17.3 mv/g ile en yüksek seviyede, ABD kıyılarının ithalatı: Suudi+Irak=2.8mv/g. Venezüella=800binv/g. Philedelphia yakınlarındaki Monroe rafinerisi ABD petrolü yerine paso Nijerya’dan almış. Venezüella talebi %10-15 düşmüş: 650binv/g civarı

Polonya’nın en büyük kamusalı Polska Grupa Energetczna (PGE) hükümetten kapasite piyasalarının kurulmasını istedi. Eğer AB kış paketindeki 550kg/MWh CO2 sınırı gelirse, 28 GW ülke kapasitesi(toplamın 2/3ü) kullanılamaz olacak. Bakanlık yazdan önce bir paket açıklayacak denmiş.

ABD’de 2 yıla kadar resesyon tehlikesi var, çünkü iki resesyon arasındaki en uzun süre 10 yıl, bu da petrol üreten ülkelere ve net ihracatçılara daha çok baskı demek.

Total Baş Enerji Ekonomisti Joel Couse’da 2030 öncesi petrole talebin en yüksek noktasına geleceğini ve 2030 gibi elektrikli arabaların yeni arabaların %15-30’unu teşkil edeceğini söyledi.

Gelecek teknolojileri için Arpa-E proje başlıkları önemli. Gelecek nesil dayanıklı makul enerji depolama sistemleri (RANGE) altındaki projeler ilginç

Çok fazla güneş paneli üretmek için petrol sektörü kadar sondaj ve kazı yapmak doğru mu? Büyük bir Tellurium rezervi Batı Afrika açıklarında denizin 1000 m altında bulunmuş. CdTe paneller milimetrenin 1000’de 1i kalınlıkta ışığın %90’ını emiyor. Dünyadaki kapasitenin de %5. Güneş için madencilik mi

ABD Enerji Bakanlığı, Golden Pass’e LNG ihraç etme izni verdi. Günlük 2.21 bcf/d=62 milyon m3/gün ile Sabine Pass Texas yakınından ihracat yapabilecek. Golden Pass %70 Qatar, %30 ExxonMobil

Öğrenen termostatlar, Akıllı Verimliliğin bir türü (Intelligent Efficiency). Bu termostat satışları 2013’e göre 3 misline çıkmış. 2013’te 2 milyon termostat satılmış. 2015’te evlerin %5’inde Ev enerji yönetim cihazı bulunurken, 2021’de %19 olacak

Grafik

Venezüella’nın petrol üretimi 2006’dan beri düşüyor. (Bloomberg)

Bana lazım olur, ne denilince olasılık kaç anlıyoruz (Twitter) Max Roser

Petrol fiyat tahminleri daha da benzeşti (Bloomberg-video)

41 thoughts on “26 Nisan 2017”

  1. Thanks a lot for giving everyone such a splendid chance to read articles and blog posts from this blog. It can be so lovely and full of a lot of fun for me personally and my office friends to visit your web site a minimum of 3 times in 7 days to see the new items you will have. And of course, I am just certainly amazed with the mind-blowing tips served by you. Selected two areas in this post are rather the most efficient I’ve had.

  2. I precisely wished to thank you very much once more. I’m not certain the things I might have handled in the absence of the actual ideas provided by you regarding my industry. It had been the traumatic condition for me personally, but witnessing the skilled technique you resolved it took me to jump over joy. I’m just happier for this support and in addition sincerely hope you comprehend what a great job you’re accomplishing training people today by way of your website. More than likely you haven’t encountered any of us.

  3. I in addition to my guys have been taking note of the excellent tips found on your website and immediately got an awful suspicion I had not thanked the web site owner for those secrets. The young boys ended up so glad to study all of them and have in effect really been loving these things. I appreciate you for turning out to be quite thoughtful and for obtaining such marvelous subject matter most people are really eager to be informed on. My very own sincere apologies for not expressing gratitude to earlier.

  4. I have to express my thanks to the writer just for rescuing me from this type of crisis. As a result of surfing around throughout the world wide web and coming across recommendations which are not powerful, I assumed my entire life was well over. Existing devoid of the approaches to the problems you have resolved by means of your write-up is a critical case, as well as the ones that could have negatively affected my career if I hadn’t noticed your web blog. Your natural talent and kindness in handling all areas was crucial. I don’t know what I would’ve done if I hadn’t come across such a stuff like this. I am able to at this moment relish my future. Thanks so much for this specialized and effective help. I won’t hesitate to refer your web page to anyone who should have support about this subject matter.

  5. Thanks for all your valuable work on this website. My mom enjoys managing internet research and it is easy to understand why. Most of us hear all about the compelling means you provide both useful and interesting information through the web site and therefore cause response from some other people on that topic and our daughter is actually starting to learn a lot of things. Have fun with the rest of the new year. You’re doing a good job.

  6. I must convey my passion for your kindness supporting individuals that require help on this theme. Your special dedication to passing the message across ended up being particularly helpful and have in every case empowered girls much like me to arrive at their goals. Your important guidelines denotes this much to me and still more to my colleagues. Thanks a ton; from each one of us.

  7. I would like to show appreciation to you for bailing me out of this type of situation. Just after exploring through the internet and finding views that were not beneficial, I figured my life was done. Being alive devoid of the answers to the problems you have sorted out through the short article is a critical case, as well as ones which might have in a wrong way affected my entire career if I hadn’t noticed the website. That skills and kindness in touching a lot of stuff was useful. I’m not sure what I would have done if I hadn’t come upon such a point like this. I can also at this point look ahead to my future. Thanks for your time so much for your professional and effective guide. I will not be reluctant to refer the blog to any individual who desires direction about this matter.

  8. I would like to convey my gratitude for your generosity giving support to persons who should have guidance on the issue. Your special dedication to getting the message across appears to be especially valuable and has truly helped people much like me to realize their pursuits. Your warm and friendly useful information means a lot to me and a whole lot more to my peers. Thanks a ton; from all of us.

  9. I and my guys were looking at the nice thoughts on your site and so suddenly got a horrible suspicion I had not expressed respect to you for those secrets. All the boys were for that reason stimulated to study them and already have pretty much been taking advantage of them. We appreciate you getting considerably helpful and then for opting for this form of outstanding ideas millions of individuals are really desirous to be informed on. My honest regret for not saying thanks to you earlier.

  10. I want to point out my admiration for your kind-heartedness for men and women who actually need help on this idea. Your very own dedication to getting the message all over was pretty important and has truly made guys and women much like me to arrive at their endeavors. The helpful key points indicates a lot to me and somewhat more to my office workers. Thanks a lot; from each one of us.

  11. I happen to be writing to make you understand what a beneficial discovery my cousin’s girl encountered studying your site. She came to understand lots of things, with the inclusion of what it is like to have an ideal giving mood to let other folks quite simply thoroughly grasp a variety of very confusing issues. You actually exceeded our own expected results. Thank you for supplying those helpful, safe, explanatory and as well as unique guidance on the topic to Gloria.

  12. My husband and i have been quite glad Jordan managed to finish off his survey through your ideas he acquired in your web pages. It is now and again perplexing just to possibly be offering secrets which many people might have been making money from. We already know we have got you to appreciate for this. Those illustrations you made, the straightforward web site menu, the relationships your site aid to foster – it’s everything fantastic, and it’s really aiding our son and our family feel that the situation is enjoyable, which is certainly quite pressing. Many thanks for everything!

  13. Thanks so much for providing individuals with a very marvellous opportunity to check tips from this website. It really is so excellent and also full of fun for me personally and my office colleagues to visit your site more than 3 times a week to find out the newest things you have got. Not to mention, I am always happy considering the amazing tips and hints you give. Selected 3 ideas on this page are essentially the best we have ever had.

  14. I precisely desired to thank you so much all over again. I’m not certain the things I could possibly have used in the absence of the actual solutions discussed by you about such industry. This was an absolute horrifying crisis in my view, nevertheless finding out a specialized tactic you solved it forced me to leap for gladness. I’m grateful for this advice and then expect you really know what a great job that you are accomplishing teaching the others via a blog. I know that you have never come across all of us.

  15. I together with my friends were found to be looking through the good hints on the blog and then immediately developed a terrible feeling I never expressed respect to the web blog owner for those tips. Those guys became totally passionate to see all of them and now have definitely been making the most of these things. I appreciate you for really being simply kind as well as for choosing this kind of fabulous resources millions of individuals are really eager to understand about. Our own sincere regret for not expressing appreciation to you sooner.

  16. An outstanding share, I just offered this onto a colleague who was doing a little analysis on this. And also he as a matter of fact purchased me breakfast since I located it for him. smile. So let me reword that: Thnx for the treat! However yeah Thnkx for spending the time to discuss this, I feel highly regarding it and like finding out more on this topic. If possible, as you end up being proficiency, would certainly you mind upgrading your blog site with even more details? It is very handy for me. Large thumb up for this post!

  17. Hey there! I just wish to provide a big thumbs up for the great information you have right here on this post. I will be coming back to your blog site for even more soon.

  18. Oh my goodness! an amazing post guy. Thanks However I am experiencing concern with ur rss. Don?t recognize why Unable to sign up for it. Is there anybody obtaining the same rss issue? Anybody that knows kindly react. Thnkx

  19. Oh my goodness! a fantastic post guy. Thanks However I am experiencing issue with ur rss. Don?t recognize why Unable to register for it. Is there anyone getting the same rss issue? Any person who understands kindly react. Thnkx

  20. The following time I check out a blog site, I really hope that it does not dissatisfy me as high as this one. I indicate, I understand it was my option to check out, yet I really thought youd have something intriguing to say. All I hear is a lot of grumbling regarding something that you might deal with if you werent as well active trying to find focus.

  21. I uncovered your blog site on google as well as examine a few of your early articles. Continue to keep up the excellent operate. I simply extra up your RSS feed to my MSN News Viewers. Looking for forward to learning more from you later!?

  22. There are certainly a lot of details like that to take into account. That is an excellent indicate raise. I provide the ideas over as basic motivation but clearly there are inquiries like the one you raise where one of the most essential point will certainly be operating in sincere good faith. I don?t recognize if best methods have actually arised around things like that, however I make certain that your task is plainly recognized as a fair game. Both boys and also women feel the influence of just a moment?s pleasure, for the remainder of their lives.

  23. There are some intriguing times in this article but I don?t understand if I see all of them center to heart. There is some legitimacy yet I will take hold opinion until I explore it better. Excellent article, many thanks as well as we want extra! Added to FeedBurner also

  24. The next time I check out a blog site, I really hope that it doesn’t dissatisfy me as long as this set. I imply, I understand it was my selection to review, yet I really thought youd have something fascinating to claim. All I listen to is a number of yawping regarding something that you can fix if you werent too active trying to find interest.

  25. Aw, this was a truly good article. In concept I want to put in composing similar to this in addition? taking some time as well as actual initiative to make an excellent post? yet what can I state? I hesitate alot and also by no means appear to get something done.

  26. An impressive share, I simply offered this onto a colleague that was doing a little evaluation on this. As well as he as a matter of fact got me morning meal since I found it for him. smile. So let me rephrase that: Thnx for the treat! However yeah Thnkx for investing the time to review this, I really feel strongly concerning it and also like learning more on this subject. Ideally, as you come to be proficiency, would you mind upgrading your blog with more details? It is very useful for me. Huge thumb up for this article!

  27. Oh my benefits! a fantastic write-up guy. Thank you Nevertheless I am experiencing issue with ur rss. Don?t know why Unable to register for it. Exists anyone obtaining identical rss problem? Anyone that understands kindly respond. Thnkx

  28. I?m pleased, I need to state. Really rarely do I come across a blog site that?s both instructional and also amusing, as well as let me inform you, you have hit the nail on the head. Your concept is impressive; the concern is something that insufficient individuals are talking intelligently about. I am really pleased that I came across this in my search for something relating to this.

  29. An excellent share, I simply given this onto an associate who was doing a little analysis on this. And he in fact got me breakfast since I located it for him. smile. So let me reword that: Thnx for the treat! However yeah Thnkx for investing the time to discuss this, I feel highly regarding it as well as like reading more on this subject. If possible, as you come to be experience, would certainly you mind updating your blog site with more information? It is extremely handy for me. Huge thumb up for this article!

  30. Hello there! I just would love to give a significant thumbs up for the wonderful information you have here on this article. I will certainly be returning to your blog site for even more soon.

  31. Spot on with this write-up, I really think this site requires far more consideration. I?ll most likely be once more to read a lot more, thanks for that info.

  32. This website is actually a walk-through for all of the info you wanted about this and also didn?t know who to ask. Glimpse right here, as well as you?ll certainly discover it.

  33. When I initially commented I clicked the -Alert me when brand-new comments are added- checkbox and currently each time a remark is added I obtain four emails with the same remark. Is there any way you can eliminate me from that service? Many thanks!

  34. There are some intriguing points in this post yet I don?t recognize if I see every one of them center to heart. There is some credibility but I will hold point of view till I explore it further. Excellent write-up, many thanks and we desire much more! Included in FeedBurner as well

Leave a Reply

Your email address will not be published.