20 Haziran 2017

Bugün petrol tekrar düşüşü, üretim artışı ve zayıf talep. Dün ünlü petrol taciri Andurand’ın Mayıs’tan bu yana %17.3 kaybettiğini duyduk. Avrupa’da EFET’in verdiği görüşlerde AB’de bir dağıtım sistem işletmecileri birliğini göreceğiz gibi, depolamada ise hizmet alınmasından yanalar. Yüzer stoklar bayağı bayağı artmış. Avustralya’da hükümet dağıtım şirketlerinin tarife itirazlarına hukuki sed çekecek. Büyük şirketler karbon vergisi istiyor ama “gelir nötr” olanından. İngiltere’deki Rough doğalgaz depolama kapanacak gibi… Thyssenkrupp çelikte bulamadığı gelir mutluluğunu asansörde buluyor, emtiadan ürüne-hizmete….

Haberler

Petrol fiyatları düşüşe devam: OPEC üretim kısıtları ile ilgili endişeler ve ABD şeyl üretimi, fiyatları tekrar düşürdü. Libya, Nijerya üretim artışları. “Suudiler fiyatları desteklemek için minimal destek veriyor”

Avrupa Birliği “Temiz enerji Paketine” EFET’in verdiği görüşlerden: EU DSO, yani ENTSO-E’nin dağıtım cinsinin kurulması ve depolama tesislerini dağıtım ve iletim operatörlerinin kurmayıp sadece hizmet alması

Parisli Kpler firmasına göre tankerlerde depolanan petrol-yüzer stok 2017 zirvesinde 111.9 mv. 1 Mayısta 74 mvydi.

#eurelectric2017: katılımcıların sadece %11’i kayıtzinciri(blockchain)’i bir abartı olarak görüyor, çoğu enerji hizmetlerinde yeri var diyor. Şebeke şirketleri: Dağıtım Platform Optimizerleri olacak. %36’sı belirsiz düzenlemeyi en önemli yatırım engeli görüyor. Ekonomistler ikili piyasa tasarımında hemfikir

Bloomberg Yeni Enerji Finansı raporunda 2040’da küresel elektriğin %34’ü güneş ve rüzgar denmiş. %56sı nereden?

Wall Street Journal’daki “Enerji İhracat Sıçramasından dersler” yazısına eleştiriler: ABD’nin net değil toplam ithalatı önemli, backwardation ihracatı arttırdı.

Avustralya’da iletim ve dağıtım maliyetleri hane elektrik faturalarının %50si. Hükümet, şirketlerin tarife kararlarına itiraz etmesinin önünü kapatmayı planlıyor. LNG’de sadece doğu Avustralya’dan zor dönemlerde LNG ihracatını sınırlayacak karar Ocak 2018’e kaldı.

Nesnelerin Interneti, IoT, hackerların yeni gözdesi. Çevresel izlemeden elektrik yönetim sistemlerine daha da sofistike saldırılar. Türkiye saldırılardaki merkez ülkelerde 5, zararlı yazılım yüklemede 4.

Climate Leadership Council adıyla Şubatta kurulan yeni bir organizasyonda, BP, General Motors, Exxon Mobil vs var. Amaçları karbonun vergilendirilmesi. Ama “gelir nötr karbon vergisi”. Yani ödediği karbon vergisini gelir vergisinden düşebilecek benim anladığım. Vergi düzenlemeleri azaltır da denmiş

İngiltere’de bir zaman %70 depolama kapasitesini temsil eden 5.2 milyar m3 yastık gazı olan Rough depolama tesisi kapanıyor. Kuyular ve tesisler yaşam döngüsü sonunda ve testleri de geçememiş. Ayrıca depolamayı mantıklı hale getiren kış-yaz spreadleri de son yıllarda diplerde.

Doğu Afrika’da petrol: Kenya, Uganda, Güney Sudan: Uganda’nın boru hattı ile limanlara çıkması gerek, Kenya’da ise merkezi ve yerel yöneticilerin uzlaşması, Güney Sudan’ın da Sudan ile bir şekilde anlaşması. Oxford Energy’den özet vermiş olduğum raporun yazısı.

Çin’in Kemer-Yol politikasının denizcilik belgesinde “Arktik ülkeleri ile temiz enerjide işbirliği”. Yani?

Thyssenkrupp AG’un gelirlerinin 2011’de %40’ı çeliktendi, geçen yıl %28’e düştü. Çelik de Çin ve Avrupa’da düşen talep sebebiyle, Thyssenkrupp asansöz-yürüyen merdiven işine 5 yılda 400 milyon € ArGe ayırdı. Emtiadan değil yeni üründen para kazanma peşinde.

Grafik

Elektrik üretim öngörüleri bayağı değişkenlik gösteriyor (FT)

Petrol fazlası nasıl oluşuyor (Houston Chronicle)

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