{"id":1036,"date":"2017-06-22T12:36:34","date_gmt":"2017-06-22T12:36:34","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1036"},"modified":"2017-06-22T12:36:34","modified_gmt":"2017-06-22T12:36:34","slug":"22-haziran-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/06\/22-haziran-2017\/","title":{"rendered":"22 Haziran 2017"},"content":{"rendered":"

<\/a> Petrol fiyatlar\u0131nda karma\u015fan\u0131n sebepleri: Asya stoklar\u0131 ve ABD stoklar\u0131 birlikte hareket etmiyor, fiyatlar d\u00fc\u015f\u00fcnce y\u00fczer stoklar doluyor, fiyat azc\u0131k art\u0131nca hemen stoklar sat\u0131l\u0131yor, arz\u0131 artt\u0131r\u0131yor, fiyat d\u00fc\u015f\u00fcyor. Petrol fiyatlar\u0131 ilk yar\u0131da baya\u011f\u0131 de\u011fer kaybetti ama Temmuz ve sonras\u0131 da genel olarak pozitif de\u011fil genelde. Zaten pozitif dedi\u011fimizde jeopolitik gerginlik olmaz ise 45-50-55$. Gaz ge\u00e7i\u015f yak\u0131t\u0131 olamaz diyen \u00e7evreciler, fosil santrallerin para kazanamamas\u0131n\u0131n sebebinin yenilenebilirle alakas\u0131 yok mesaj\u0131, Tesla\u2019n\u0131n \u00c7in\u2019deki stratejisi ve a\u00e7aca\u011f\u0131n\u0131 duyuraca\u011fi fabrika, \u00e7elikte ticaret s\u0131n\u0131rlar\u0131 neden i\u015fe yaramayabilir (\u00e7\u00fcnk\u00fc \u00e7elik daha \u00e7ok \u00fcr\u00fcn i\u00e7inde geliyor), Norve\u00e7\u2019in ikilemi, ABD\u2019nin g\u00fcne\u015f duvar\u0131.<\/p>\n

\u00d6neri<\/b><\/p>\n

Bloomberg\u2019de<\/a> \u00c7in, ABD ve D\u00fcnya \u00e7elik ticareti yaz\u0131s\u0131 bug\u00fcn i\u00e7in \u00e7ok iyi<\/p>\n

Haberler<\/b><\/p>\n

Arizona\u2019da<\/a> u\u00e7aklar hava s\u0131cakl\u0131\u011f\u0131 48.3 C oldu\u011fu i\u00e7in kalkmam\u0131\u015f. Bombardier tipi u\u00e7aklar bu s\u0131cakl\u0131kta yeterli kald\u0131rma sa\u011flamakta zorlan\u0131yor. Airbus ve Boeing\u2019ler i\u00e7in ise 52 C<\/p>\n

PJM piyasas\u0131ndaki fiyat d\u00fc\u015f\u00fc\u015f\u00fcn\u00fcn<\/a> en \u00f6nemli sebebi gaz fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f, talep d\u00fc\u015f\u00fc\u015f\u00fc ve r\u00fczgar art\u0131\u015f\u0131 \u00e7ok daha k\u00fc\u00e7\u00fck etki yapm\u0131\u015f. Raporda, elektrik piyasas\u0131ndaki de\u011fi\u015fimin temel iticisi ne, bu de\u011fi\u015fim g\u00fc\u00e7 sistem g\u00fcvenirli\u011fini tehdit edecek \u015fekilde mi sistemi etkiliyor. (s63 yeterli)<\/p>\n

Do\u011falgazdan ge\u00e7i\u015f yak\u0131t\u0131 olmaz, daha fazla LNG terminali bizi iklim hedeflerinden uzakla\u015ft\u0131r\u0131r diyen Climate Action Tracker \u201cgazdan aya\u011f\u0131 \u00e7ekmek<\/a>\u201d ba\u015fl\u0131kl\u0131 bir \u00f6zet yay\u0131nlad\u0131.<\/p>\n

Eski ABD Enerji bakan\u0131 Ernest Moniz\u2019in kurdu\u011fu Energy Futures Initiative<\/a>, d\u00fc\u015f\u00fck karbonlu inovatif bir gelecek i\u00e7in \u00e7al\u0131\u015facak.<\/p>\n

California ISO, Enerji depolama ve da\u011f\u0131t\u0131k enerji kaynaklar\u0131 (ESDER faz2<\/a>) yay\u0131nlad\u0131. Normalde talep taraf\u0131nda b\u00fcy\u00fck t\u00fcketiciler i\u00e7in 45 g\u00fcn geriye bak\u0131\u015f, hanelerde 4 g\u00fcn olacak gibi. Bu sayede talep taraf\u0131n\u0131n perfomans\u0131 (ger\u00e7ekte ne kadar talep kesildi\u011fi) hesaplanacak<\/p>\n

Tesla\u2019n\u0131n<\/a> \u00c7in\u2019deki gelirleri 2014,2015 ve 2016\u2019da 477 milyon $, 319, 1.1 mlyar $. 2016\u2019daki \u00c7in gelirleri, t\u00fcm gelirlerinin %14\u2019\u00fc. Ve Tesla \u00c7in\u2019de fabrika a\u00e7aca\u011f\u0131n\u0131 a\u00e7\u0131klayacak (Shangai), fiyatlama stratejisi de agresif olabilir.<\/p>\n

D\u00fcnyada \u00e7elikte<\/a> en y\u00fcksek kapasite kullan\u0131m oran\u0131na Japonya sahip %80 \u00c7in kapatmas\u0131na ra\u011fmen \u00e7ok b\u00fcy\u00fck at\u0131l kapasite var. Fakat ABD\u2019nin \u00c7in\u2019e \u00e7elikte s\u0131n\u0131r koymas\u0131 anlams\u0131z, \u00e7\u00fcnk\u00fc \u00e7elik de\u011fil, i\u015flenmi\u015f \u00fcr\u00fcnlerin i\u00e7indeki \u00e7elik \u00f6nemli. ABD\u2019de \u00c7in\u2019den bir s\u00fcr\u00fc imal edilmi\u015f \u00fcr\u00fcn al\u0131yor.<\/p>\n

Wood Mackenzie<\/a>, LTO (light tight oil) ABD petrol \u00fcretim tahminlerini yukar\u0131 \u00e7ekmi\u015f. Sebebi de sermaye yap\u0131s\u0131 de\u011fi\u015fikli\u011fi, EOG ve ExxonMobil\u2019in b\u00f6lgedeki \u015firket al\u0131mlar\u0131. Ayr\u0131ca, ilk \u00fcretimi en iyi olan kuyular yerine ortalama kuyular\u0131 alm\u0131\u015flar, ilk \u00fcretimi fazla olanlar, daha h\u0131zl\u0131 d\u00fc\u015f\u00fcyormu\u015f.<\/p>\n

OPEC<\/a> ikinci kesintileri yapacak ise acele etmeli, \u00e7\u00fcnk\u00fc Temmuz\u2019da talep d\u00fc\u015fmeye ba\u015flar, anla\u015fmalar da genelde iki ay sonra etkiliyor. Temmuzdaki kesinti Eyl\u00fclde etkisini g\u00f6sterse ge\u00e7, \u015feyl \u00fcreticileri de \u00fcretim gelirlerini korumaya(hedge) ald\u0131klar\u0131 i\u00e7in 2018 2.\u00e7eyre\u011fe kadar \u00fcretime devam\u00e7<\/p>\n

Norve\u00e7<\/a>, Arktik\u2019te Barents denizinde 93 blo\u011fu ihaleye a\u00e7t\u0131. Norve\u00e7 vah\u015fi ya\u015fam fonu (WWF)\u2019den Nina Jensen : \u201c\u00c7evrecilikte lider \u00fclke Norve\u00e7 ikileminin m\u00fckemmel \u00f6rne\u011fi, herkese ne yapaca\u011f\u0131n\u0131 s\u00f6yl\u00fcyoruz. Fakat bizim i\u00e7in mevcut i\u015f modeli[fosil] bile de\u011fil, mevcut i\u015f modelini daha da artt\u0131r\u0131yoruz\u201d<\/p>\n

ABD Ba\u015fkan\u0131 Trump, Meksika duvar\u0131n\u0131 \u201cg\u00fcne\u015f duvar\u0131\u201d<\/a> yapacak b\u00f6ylelikle elektrik \u00fcretimi ile yap\u0131m masraf\u0131n\u0131 \u00f6deyecek. Duvar 3207 km uzunlu\u011funda olacak. 8-12 milyar$\u2019a mal olmas\u0131 bekleniyor, belki daha fazla. Ama g\u00fcne\u015f duvar\u0131 olursa maliyet ne olur, net de\u011fil haberde<\/p>\n

Rosneft<\/a> y\u00f6netim kurulunda ilgin\u00e7 insanlar bir arada, BP, eski Exxon CFOsu, Glencore, Katar vs. Rus petrol analistinin yorumu : \u201cpetrol tacirleri bir sebep i\u00e7in, BP ve ExxonMobil di\u011fer bir sebep i\u00e7in orda, G\u00fcney do\u011fu Asya daki ayak izini geni\u015fletme ve LNG i\u015fini ilerletecek karakterler\u201d<\/p>\n

Grafik<\/b><\/p>\n

ABD\u2019nin net ham petrol ve petrol \u00fcr\u00fcnleri ticaretinin geli\u015fimi (Sam Ori<\/a>)<\/p>\n

\"\"<\/p>\n

D\u00fcnya \u00c7elik ticareti (Bloomberg<\/a>)<\/p>\n

\"\"<\/p>\n

Tarih<\/b><\/p>\n

\u0130ETT\u2019nin 1914\u2019te a\u00e7\u0131lan Metro Han \u201cElektrik, Tramvay ve T\u00fcnel) Sergi \u2013 Ameli Elektrik 1926<\/a> Kas\u0131m<\/p>\n

\"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

Petrol fiyatlar\u0131nda karma\u015fan\u0131n sebepleri: Asya stoklar\u0131 ve ABD stoklar\u0131 birlikte hareket etmiyor, fiyatlar d\u00fc\u015f\u00fcnce y\u00fczer stoklar doluyor, fiyat azc\u0131k art\u0131nca hemen stoklar sat\u0131l\u0131yor, arz\u0131 artt\u0131r\u0131yor, fiyat d\u00fc\u015f\u00fcyor. Petrol fiyatlar\u0131 ilk yar\u0131da baya\u011f\u0131 de\u011fer kaybetti ama Temmuz ve sonras\u0131 da genel olarak pozitif de\u011fil genelde. Zaten pozitif dedi\u011fimizde jeopolitik gerginlik olmaz ise 45-50-55$. Gaz ge\u00e7i\u015f yak\u0131t\u0131 … Continue reading 22 Haziran 2017<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1036"}],"collection":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/comments?post=1036"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1036\/revisions"}],"predecessor-version":[{"id":1040,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1036\/revisions\/1040"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1036"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1036"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1036"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}