OPEC kesintiyi uzatıyorum dedi %4 düşüş oldu. Hidrojen depolamaya sıcak bakanlar çok. Şeyldeki verimlilik konusunu servis şirketlerinin fiyatları arttırmaya başladığı zaman tekrar değerlendirmek gerekiyor. Ford’un yeni CEOsunun otonom taraftan gelmes, Almanya’da dizel araba satışlarının %19 düşmesi ilginç. Çin dünyanın en pahalı doğalgazını kullanıyor. Grafikte hangi araba şirketinin satışlarının ne kadarı dizel. ABD dağıtık güneşten 100% faydalanıp, ulaştırma ve ısıtmayı elektrifike de etse, 1990’un %80 seviyesine gelemiyor.
Haberler
Geçen çeyrekte 10 petrol saha hizmet sağlayıcılarından sadece 5’i karlıydı. ABD’de petrol sahası sektöründe 2015 ile Nisan 2017 arası 127 iflas görüldü. Petrol üreticileri üretimi arttırsa da, henüz para akışı hizmet sağlayıcı firmalara ulaşmadı. Yani petrol üreten/sondaj yapan eski fiyattan hizmet alıyor.
Glencore ile Bunge ortak hareket ederse, dünyanın en büyük tarım tacirlerinden biri olacaklar. Soya, buüday ve şekerde, Latin Amerika ve Çin’e kadar uzanacaklar. Tarım da ABCD var: Archer-Daniels-Midland, Bunge, Cargill, Louis Dreyfus. Glencore ABD tahıl pazarına girmek istiyor. ABCD’nin en küçüğü D’nin kazancı 830M$
Singapur’un güneyindeki Semakau adasında Engie ve proje ortakları, güneş ve rüzgarı hidrojen olarak depolayacak sistemi deniyor. Süre ve bekleme açısından hidrojenin uzun dönem potansiyeli yüksek. Ama bugün hidrojen sistemleri, dizel jeneratör sistemlerine göre 10 kat pahalı.i
Altın Fed tutanakları ardından değer kazandı. Faiz artışını yavaşlatarak, ABD’de son dönemde görülen ekonomik yavaşlamanın geçici olduğunun netleşmesini bekleyecek.
PJM bölgesinde kapasite fiyatları, 65 GW için 76$/Mwh’e düştü. 2020-2021 yılı ihalesinde 2 nükleer santralin teklifleri yüksek kaldığından faydalanamadı. PJM’in Base Residual Auction (BRA)’de yapılan değişiklikle kaynakların yıllık devam ettirilebilir hizmet şart sağlaması şart koşuldu. Talep tarafı da ihalede yara aldı.
Brattle Group raporunda, elektrik kamusallarının iklim değişikliğinde karbonsuzlaştırmaya ağırlık verdikçe ölüm sarmalına düşmekten uzaklaşıyor.. Isıtma(elektrikli) ve elektrikli arabalar, yeni gelir kapısı olabilir. Texas üniversitesi makalesinde depolama eklemenin enerji tüketimini arttırdığı da öne sürülmüş.
Ford’un yeni CEOsu, Jim Hackett, daha önce Ford’un otonom araç bölümünün başından geliyor. Rebecca Lindland’a göre “Mobilite düzlemi, 2025de çok farklı olacak ve kilit kararların şimdi alınması lazım”. Ford’un hedefi 2021’de ticari otonom araç piyasaya çıkarmak. Argo AI’de sene başında 1 milyar $ yatırmış.
Çinde düzenlemeler sebebi ile doğalgaz dünyanın en pahalısı. Ham petrolün %16.3’ü (6da 1’i) fiyatını ödüyor.7 $/mmbtu’nun üstü. Çin’i, Güney Kore, Japonya, Tayland, İtalya, Almanya, Endonezya takip ediyor. Çin’de fiyatların 10$/mmbtu’ya çıkması ABD LNGsini Çin için cazip hale getiriyor.
Brezilya’da Petrobras tartışmalarına rağmen Brezilya’nın üretim artışı devam ediyor. Petrobras’ın 2013’teki 2020 hedefi 5 mv/g’den 2.7 mv/g’e düştü. Çin’den daha önceki 10 milyar$ borç üzerine 5 daha aldı. 10 yıl boyunca Çin’e 100,000 v/g petrol sağlayacak. Bu sene 215,000 v/g üretim artışı bekleniyor.
Almanya’da dizel satışları Nisan’da %19 düşmüş. Bu da kullanılmış araba fiyatlarını da baskılayabilir. Dizel skandalına rağmen araba üreticileri ayak diriyor gibi bir izlenim var.
Grafik
Brattle raporuna göre ABD 2050’ye kadar ısıtma ve ulaştırmayı elektriklendirse, dağıtık güneşde %100 teknik potansiyeli kullansa da 1990 yılına göre %80 düşüşü sağlayamıyor (Brattle Group)
Firmaların küresel araba satışlarında dizel araç payı (Bloomberg)
I have to show some thanks to you for bailing me out of this type of issue. Right after scouting throughout the internet and finding principles that were not powerful, I was thinking my entire life was gone. Existing without the solutions to the problems you’ve sorted out by way of your good website is a serious case, and those that could have negatively damaged my career if I hadn’t discovered your web blog. The expertise and kindness in taking care of every aspect was priceless. I don’t know what I would’ve done if I hadn’t come upon such a subject like this. I am able to at this time look forward to my future. Thank you very much for this reliable and result oriented guide. I won’t hesitate to recommend your web page to any person who needs to have tips about this subject matter.
I want to show my affection for your kindness for people who must have help on this particular theme. Your very own commitment to getting the solution all over was extremely interesting and has constantly encouraged many people like me to reach their ambitions. Your amazing insightful suggestions signifies much to me and a whole lot more to my fellow workers. Thanks a ton; from each one of us.
I wish to convey my passion for your kindness giving support to folks that really want help on the matter. Your personal commitment to passing the message all around appeared to be particularly functional and have really encouraged guys and women just like me to get to their aims. This warm and helpful key points denotes a lot a person like me and far more to my office colleagues. Best wishes; from all of us.
I wanted to send you a tiny observation just to give many thanks over again with the splendid knowledge you’ve discussed on this page. It was so particularly open-handed with you to make unreservedly just what most people would have offered for sale as an ebook in order to make some dough for themselves, particularly considering the fact that you could possibly have tried it in the event you decided. Those advice as well served like the great way to comprehend many people have the identical zeal really like my personal own to understand a lot more around this condition. I am certain there are some more fun occasions ahead for folks who view your site.
I wish to show my thanks to this writer just for rescuing me from this incident. After surfing around through the world-wide-web and seeing thoughts which are not productive, I thought my entire life was well over. Existing without the presence of answers to the difficulties you’ve fixed by way of your entire guide is a serious case, and the kind which might have in a wrong way affected my entire career if I had not noticed your web blog. Your actual skills and kindness in touching all things was important. I am not sure what I would have done if I had not encountered such a step like this. I can at this point look forward to my future. Thanks for your time so much for your skilled and amazing help. I won’t hesitate to recommend your web page to any person who wants and needs care about this subject.
I have to get across my admiration for your kind-heartedness giving support to men who really need assistance with the niche. Your very own commitment to passing the solution around had become pretty insightful and have without exception helped guys just like me to achieve their dreams. Your new helpful guideline entails a great deal a person like me and a whole lot more to my peers. Best wishes; from everyone of us.
I enjoy you because of your entire efforts on this website. Betty really loves carrying out investigations and it’s simple to grasp why. Most of us learn all concerning the compelling tactic you create worthwhile secrets through this blog and attract response from other people on this idea and my daughter has been being taught a great deal. Take pleasure in the rest of the new year. You have been doing a glorious job.
I want to show my love for your generosity in support of visitors who need assistance with this question. Your real commitment to passing the solution around was surprisingly useful and has continuously permitted employees like me to get to their goals. Your new important recommendations entails much to me and far more to my peers. Best wishes; from all of us.
I intended to send you a little bit of observation in order to thank you again for your beautiful solutions you have contributed here. It has been quite seriously open-handed with you to make without restraint what some people could have distributed as an electronic book to help make some bucks for their own end, even more so considering the fact that you might well have tried it if you considered necessary. These advice additionally worked like a fantastic way to fully grasp other individuals have the identical dream similar to my very own to learn good deal more on the subject of this condition. I think there are lots of more fun times up front for folks who discover your blog post.
I just wanted to write a simple note to be able to thank you for some of the great items you are giving out here. My prolonged internet look up has now been compensated with high-quality tips to talk about with my guests. I would suppose that most of us readers are very much blessed to dwell in a fantastic website with so many outstanding individuals with very beneficial tips and hints. I feel somewhat blessed to have discovered your entire weblog and look forward to tons of more cool moments reading here. Thank you once more for everything.
Thank you so much for providing individuals with an extremely nice opportunity to check tips from here. It’s usually so good and also full of a great time for me and my office co-workers to visit your web site more than thrice weekly to read the fresh stuff you have. Not to mention, we are certainly impressed for the powerful solutions served by you. Certain 3 areas in this article are unequivocally the most suitable we have all had.
I precisely needed to say thanks once more. I’m not certain the things that I might have used without those advice shared by you relating to such a subject matter. Previously it was a real frightening situation for me personally, however , considering the very skilled technique you resolved that took me to leap over delight. Now i’m thankful for the support and in addition pray you know what a great job you happen to be putting in training other individuals through the use of your blog post. Probably you haven’t met all of us.
I wish to show thanks to you just for bailing me out of this scenario. After looking through the the net and getting opinions that were not beneficial, I believed my entire life was over. Existing minus the solutions to the difficulties you’ve fixed as a result of your main guideline is a crucial case, and the ones that could have in a negative way affected my career if I had not discovered your web page. Your own natural talent and kindness in maneuvering everything was excellent. I don’t know what I would have done if I hadn’t come across such a subject like this. I can at this point look forward to my future. Thanks so much for your impressive and effective help. I won’t think twice to refer your blog to anybody who would like tips about this subject.
Thank you a bunch for sharing this with all of us
you actually understand what you are talking
about! Bookmarked. Kindly additionally talk over with my web site =).
We may have a hyperlink exchange arrangement among us