30 Haziran 2017

Almanyada kiracılara da güneş imkanı ama teşvik 4.3 cent, ABD başkanı 6 yeni enerji planı açıkladı, Libya 1mv/g seviyelerinde. Dijitalleşme fiziksel sektörlere yeni verimlilik getiriyor, optimistlere göre üretkenlik ve istihdam artacak. OPEC tarihte hep kademe kademe piyasaya müdahale ediyor. Hindistanlı GAIL, Cheniere’den aldığı LNG bedelini düşürmeye çalışıyor. Entso-e üretim yeterliliği hesaplayacak. Petrol fiyatlarını neden yanlış tahmin ettik? Ben cevabı göremedim. Çin’in enerji talebi Çin’li thinktank’a göre artık yükselmeyebilir. Eski EIA başkanı bu petrol stoklarınde gürültü yüksek çok fazla gerçekleşen yerine koymayın mesajı veriyor.

Haberler

Libya’nın petrol üretimi son 4 yılın en üst seviyesinde 950,000 v/g. 2011’den önce 1.6 mv/g dü üretimi.

Entso-e, üretim yeterliliği konusunda hem ulusal hem de bölgesel hem de AB’de geçerli bir analiz yöntemi geliştirecek

Dün Trump neler önerdi? Yurtdışı kömür projelerinde finansman kolaylaştırma, açık deniz petrol ve gaz kira programı, nükleeri ayağa kaldırma çalışması, Güney Koreye daha fazla doğalgaz satışı, Louisiana’dan LNG terminali, Meksikaya boru hattı –ama duvarın altından-

Hindistan’daki petrol talebinin %60’ı benzin ve dizel, ham petrolün %80’ini ithal ediyor. Daha fazla LPG planlıyor. 3 stratejik rezervi var 38.8 mv, 2×37 mv’de planlıyor.

Almanyada çatı güneş 4.3 cent/kWh’e kadar sübvansiyon alabilecek. “Kiracı gücü” kanun değişkliği ile güneşten elektriği kiracıların da üretip kullanması sağlanacak. Almanyada konut sahipliği %50, AB’nin en düşüğü. Yılda sadece 500 MW’a verilecek, Almanya’da hacimle limitliyor.

“Sağlık, enerji, ulaştırma” bilişim sektörlerine dönüşüyor (s2), Atomlardan müteşekkil fiziksel sektörlerin fazla düzenlenmesi belki de inovasyonu yavaşlattı, bitlere dayalı dijital sektörler daha az düzenleniyor. Büyük veriyle “Shale 2.0” ABD sahalarında Suudi düşük üretim fiyatlarını yakalayabilir

Düşük petrol fiyatları gelişmekte olan piyasalarda daha düşük maliyet, daha yüksek kazanç oldu

OPEC, 1998-1998’da Asya krizi sonrası 3 kesinti yaptı, 2004-2005’te de Çin büyümesi sebebiyle 6 defa üretim hedefi arttırdı. Yani OPEC hep hareketlerini adım adım yapıyor. Bknz-Grafik

EIA’ın eski başkanı Adam Sieminski’nin de yazarı olduğu makaleden: “API ve EIA’nin çok uğraşmasına rağmen haftalık veriler gürültülü(kesin değil) ve sık sık revize ediliyor, bir yol gösteriyor ama yanılta da bilir”.

Arjantin’in 2025 hedefi elektrikte %20 yenilenebilir. Latin Amerikanın 3.büyük elektrik piyasası. RenovAR programı ile yenilenebilir ihaleleri yaptı, FODER ile de yenilenebilir enerji fonu kurdu. Fiyatlar güneş 5.9 cent, rüzgar 4.9c/kWh.

Goldman Sachs dünki notunda “[petrol fiyatlarını] nasıl bu kadar yanlış tahmin ettik” sorusunda cevap aradı. Hala “varlık sınıfı çok çekici”, muhtemelen dipte yazmışlar. Goldman bakırdaki arz dinamiklerini de yanlış okumuş. Sebebi hurda bakırmış.

Çin’in China Academy of Social Sciences (CASS), Çin enerji talebi zirve yapmış olabilir. “ya bu sene ya gelecek sene”. CASS’ın tahmini Çin’in 2016-2020 enerji planında %2.5 yıllık talep artışı ile çelişiyor.

Hindistan’ın GAIL’in ABDli Cheniere’den aldığı doğalgaz 8.5 $/mmbtu. Asya LNG fiyatları (gemiye yükleme vs) hariç 5.4 $, şu anda uzun dönemli anlaşmalar 6-7 $/mmbtu civarında. GAIL’in LNG müşterileri de düşük fiyat istiyor, ama Cheniere de direniyor.

Tesla ve California’daki enerji depolama şirketleri sistem işletmecisi CAISO’dan PDR (Proxy demand response) kaynağı olarak fazla elektriğin tüketilmesi konusundaki ürünü hızlandırmasını istediler.

“Dijitalleşmenin sürüklediği verimlilikleri enerji, inşaat, ulaştırma ve perakende gibi fiziksel sektörlerinde gözlemlemeye başlıyoruz”. “Ana ekonomik problemimiz , robotların işleri alması değil, robotların sallana sallana gelmesi”. Yazara göre makinelerle daha çok istihdam ve üretkenlik olacak

Dyson (süpürge, el kurutma, fan) İngilteredeki en büyük toprak sahiplerinden ve ailesi ile 7.8 milyar pound zenginliği var. İngiltere’de de tarım desteklerinden en çok yararlanan ikinci şahıs: 1.6 milyarmilyon pound. İngiliz Kraliçesinin tarım arazileri de teşvik alıyormuş ama rakamlar küçük 0.5-1 milyon pound

Grafik

OPEC kademe kademe piyasa müdahalesi yapıyor (Bloomberg)

35 thoughts on “30 Haziran 2017”

  1. I was really delighted to locate this web-site. I intended to thanks for your time for this fantastic read!! I absolutely appreciating every little bit of it as well as I have you bookmarked to check out brand-new stuff you article.

  2. The following time I check out a blog site, I wish that it does not dissatisfy me as high as this set. I imply, I understand it was my choice to read, yet I in fact believed youd have something fascinating to state. All I hear is a bunch of whining concerning something that you can fix if you werent as well hectic seeking attention.

  3. Can I simply say what an alleviation to find someone who really knows what theyre talking about online. You definitely recognize exactly how to bring a problem to light and also make it essential. More individuals need to read this and recognize this side of the story. I cant believe youre not extra prominent since you absolutely have the gift.

  4. When I originally commented I clicked the -Notify me when brand-new remarks are included- checkbox as well as currently each time a remark is added I get four e-mails with the same remark. Exists any way you can remove me from that service? Thanks!

  5. I am frequently to blog writing and i actually appreciate your material. The post has truly peaks my rate of interest. I am going to bookmark your website as well as maintain checking for brand-new information.

  6. An interesting conversation is worth comment. I think that you need to create extra on this subject, it could not be a taboo topic yet generally people are not nearly enough to speak on such topics. To the following. Cheers

  7. Spot on with this article, I absolutely think this website requires much more factor to consider. I?ll possibly be once again to check out a lot more, many thanks for that info.

  8. A fascinating discussion deserves comment. I think that you should write a lot more on this topic, it may not be a frowned on topic yet generally individuals are not enough to talk on such subjects. To the following. Thanks

  9. Spot on with this article, I absolutely think this web site needs much more factor to consider. I?ll possibly be once more to review a lot more, thanks for that information.

  10. I?m impressed, I have to state. Actually rarely do I encounter a blog that?s both instructional as well as entertaining, and also let me inform you, you have struck the nail on the head. Your concept is outstanding; the problem is something that not nearly enough individuals are speaking wisely about. I am extremely pleased that I came across this in my search for something relating to this.

  11. I discovered your blog site on google as well as inspect a few of your early posts. Continue to keep up the great run. I simply added up your RSS feed to my MSN News Visitor. Looking for onward to finding out more from you later!?

  12. There are absolutely a lot of details like that to take into account. That is a fantastic indicate raise. I provide the ideas over as basic motivation but plainly there are concerns like the one you raise where the most important thing will certainly be working in straightforward good faith. I don?t understand if finest practices have emerged around points like that, yet I make certain that your task is clearly determined as an up for grabs. Both boys and ladies really feel the influence of simply a moment?s pleasure, for the remainder of their lives.

  13. I?d have to get in touch with you below. Which is not something I usually do! I appreciate checking out a post that will make individuals think. Also, thanks for allowing me to comment!

  14. The next time I check out a blog, I hope that it doesn’t disappoint me as long as this. I mean, I understand it was my option to review, yet I actually thought youd have something fascinating to claim. All I listen to is a lot of whimpering regarding something that you might fix if you werent as well busy trying to find focus.

  15. I?d need to talk to you here. Which is not something I generally do! I appreciate reading a message that will certainly make people think. Additionally, thanks for enabling me to comment!

  16. You made some respectable factors there. I looked on the web for the problem and also found most individuals will certainly accompany with your internet site.

  17. This website is really a walk-through for all of the info you wanted about this and didn?t understand that to ask. Glance right here, and you?ll most definitely discover it.

  18. Hey there! I simply would like to provide a huge thumbs up for the terrific information you have right here on this article. I will certainly be coming back to your blog for even more quickly.

  19. Oh my goodness! an amazing write-up guy. Thanks However I am experiencing issue with ur rss. Don?t understand why Not able to sign up for it. Is there any individual obtaining identical rss problem? Any person that understands kindly respond. Thnkx

  20. It?s tough to locate knowledgeable individuals on this subject, but you seem like you understand what you?re talking about! Thanks

  21. Youre so trendy! I do not suppose Ive review anything like this prior to. So great to find somebody with some initial thoughts on this subject. realy thank you for starting this up. this internet site is something that is required online, someone with a little originality. helpful work for bringing something new to the net!

  22. I uncovered your blog website on google as well as check a few of your very early blog posts. Continue to maintain the great run. I just additional up your RSS feed to my MSN Information Visitor. Looking for onward to reading more from you later on!?

  23. When I originally commented I clicked the -Notify me when brand-new comments are added- checkbox as well as currently each time a remark is added I get four e-mails with the same comment. Exists any way you can remove me from that service? Many thanks!

  24. When I initially commented I clicked the -Notify me when new comments are added- checkbox and also now each time a remark is added I get 4 e-mails with the same comment. Is there any way you can eliminate me from that service? Many thanks!

  25. I uncovered your blog site on google as well as examine a few of your very early posts. Remain to keep up the great run. I simply extra up your RSS feed to my MSN News Visitor. Looking for ahead to reading more from you in the future!?

Leave a Reply

Your email address will not be published.