30 Mayıs 2017

Petrol fiyatları bugün de %2 düştü. Kobeissi bülteninde petrolde düşüşün süreceği söyleniyor. ZeroHedge’de aslında daha da düşmesi ima edilmiş, 2010’dan beri sessizce petroldeki pozisyonlarını arttıran bir oyuncudan bunun da Çin olma ihtimalinden bahsedilmiş. Merkel’in dosyası iyiydi, dönem dönem iklim değişikliği şansölyesi dönem dönem de frene basan kişi olarak lanse edilmiş. Uçurtma tipi elektrik üretimi bu yaz İskoçya’da Shell ve Eon tarafından çalıştırılacak. ABD yönetimi yenilenebilirleri destekleyecek ama piyasa fiyatına (maliyetleri dahil) zorlayacak. Suudi Arabistanda KDV geliyor. Grafiklerde aslında otonom araç teknolojisinde herkes herkesle iç içe. Tarihte Osmanlıca çubuk grafik watt başına lümen, Ameli Elektrikten. Ücretsiz COT(Traderların raporları) verisi de burada.

Haberler

Goldman Sachs, 2018-2019 fiyatlarına da $45-$50 dedi. American Automobil Birliğine göre, hafta sonu 39.3 milyon Amerikalının her biri ortalama 80 km yol gitti.

Trump’un ekonomi danışmanı Gary Cohn, kömür konusunda iyi konuşmasa da, gelecek güneş rüzgar ve doğalgazda.

Petrolde 2010da beri net spekülatif pozisyonlarda bir artış vardı. Bu hatta petrol fiyatlarının düşüşünü de engelliyordu. Bu Çin olabilirmiş, teoriye göre ABD varlıklarından başka varlıklara, örneğin ham petrol finansal alımlarına yönelmiş olabilir.

Meşhur nükleer kazaya konu ABD’deki Three Mile Island nüjleer santrali, 2 seneye kapanabilir. Eğer eyalet kurtarmaz ise anahtarı kapıya koyarım haberi.

Rystad’a göre ABD şeyl’i 2017 boyunca her ay ortalama 100,000v/g üretim artışı görecek.

Kobeissi bültenine göre WTI petrolde iki hafta önemli bir yükseliş beklenmiyor.44$/v’e düşüş bekleniyor. Uzun pozisyonlar azalsa da bunlar kısa pozisyonları kapatmak içindi. Ciddi bir uzun pozisyon artışı yok.

Goldman Sachs petrol tahminlerini 1.37 (Brent), 1.88 $/v (Brent)’te düşürdü. 2017 Brent 55.39$/v.

Merkel’in iklim değişikliğinde liderliğinden dolayı Klimakanzlerin(Climate Chancellor) olarak nitelendirilmesine rağmen 2016’da kömürlerin azaltılması konusunda plana destek olmaması ve otomotiv endüstrisini koruması eleştirilmiş. Dönemsel olarak iklim değişikliğini savunuyor imajı var.

Küresel kimyasal gemi taşımacılığı 2016’da %5.2 artmıştı, 2017’de %3.3 artacak. Üçüncü çeyrekte ise Kuzeydoğu Asyada, benzene, tolüene, xylenes, paraxylene gibi temel girdilerde zayıflama bekleniyor. Ramazan sebebiyle de hacimler ve likidite geleneksel olarak düşüyormuş.

26 Haziran’da Trump yönetiminden yenilenebilirlere karşı Enerji Bakanlığının istediği şebekeye etki raporunu göreceğiz. Sektöre göre Trump yönetimi yenilenebilire karşı düşünüldüğü kadar karşı değil

Uçurtma tipi elektrik üretimi denemeleri İskoçyada bu yaz Shell ve EOn liderliğinde başlıyor. Teknoloji KPS’nin 17 m’lik uçurtma kabloları çekip bırakarak elektrik üretiyor. 500 kW’lık sistem yapılmış, kapasite faktörü %55-58. 6 MW’a da çalışıyorlar.

Suudi Arabistan Zekat ve Vergi otoritesi, 10 Hazirandan itibaren seçici vergi(özel tüketim herhalde-selective tax), 1 Ocak 2018’den itibaren de KDV uygulamasına geçiyor.

Yapay zeka ile LED aydınlatmanın değişen koşullara göre aydınlatma sağlaması ile geri dönüşünü 5 yıldan 3 yıla düşüren bir yazılım sistemi Hindistanlı Tata Danışmanlık tarafından tanıtıldı. Geleneksel sokak aydınlatma şehrin faturasının %40’ı. 125 ülkede 10 yılda 280 milyon LED sokak lambası olacak

Grafik

Rus haber ajansının önem verdiği bir istatistik, Afrika’dan Güney Avrupa’ya gaz transferi (Interfax Energy)

Otonom sürüş teknolojilerinde ilişkiler ağı (Axios)

Petrol Fiyatlama dönemleri (Goldman Sachs)

Petrol de arz eğrisi (son hali – Goldman Sachs)

Tarih

Tablo 2- Watt başına lümen olarak lambaların hasılatı – Ameli Elektrik, 1928 Şubat, 60s

Osmanlıca çubuk grafik

15 thoughts on “30 Mayıs 2017”

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