{"id":104,"date":"2016-10-11T19:06:57","date_gmt":"2016-10-11T19:06:57","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=104"},"modified":"2016-10-11T19:06:57","modified_gmt":"2016-10-11T19:06:57","slug":"11-ekim-2016","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2016\/10\/11-ekim-2016\/","title":{"rendered":"11 Ekim 2016"},"content":{"rendered":"

Word:\u00a0 https:\/\/drive.google.com\/open?id=0B3RIv3pMNaTdcEYyWlh0VnZ6ZTg<\/a><\/p>\n

Bug\u00fcn konferans\u0131 takip etmeye odakland\u0131m. Yan etkinlik Bosphorus Energy Club (BEC) %75ini takip ettim, sayfalarca not var. G\u00fcne Tony Hayward\u2019\u0131n yorumlar\u0131 damga vurdu (a\u015fa\u011f\u0131da). \u00d6ncelikle OPEC stratejisinin felsefi anlamda de\u011fi\u015fti\u011fini, bu kayna\u011f\u0131 gelecek nesillere b\u0131rakmaktan vazge\u00e7tiklerini \u00e7\u00fcnk\u00fc pik talep olabilece\u011fini s\u00f6yledi. Ger\u00e7i zaman skalas\u0131 geni\u015fti. Rus uzman ilgin\u00e7 \u015feyler s\u00f6yledi. Rusya bekle-g\u00f6r yap\u0131yor, \u00e7\u00fcnk\u00fc 5 y\u0131l boyunca sataca\u011f\u0131 hacim sabit, 5 y\u0131l sonra petrol fiyatlar\u0131 artarsa ve LNG d\u00fc\u015f\u00fckse bir\u015feyler d\u00fc\u015f\u00fcn\u00fcr dedi. Rusya konusunda karamsar\u0131ms\u0131yd\u0131. 2020\u2019den sonra da durum devam ederse biraz s\u0131k\u0131nt\u0131l\u0131 demeye getirdi. Morningstar ve ABD enerji politikas\u0131n\u0131n gelece\u011finden anlad\u0131\u011f\u0131m\u0131z kadar\u0131 ile (kendi s\u00f6zleri) : \u201casl\u0131nda di\u015fe dokunur k\u00fcresel yeni bir plan yok. Karbon vergisi olabilir ama Anayasa Mahkemesine ba\u011fl\u0131 ve zor. Ba\u015fkanlar aras\u0131ndaki farktan \u00e7ok se\u00e7ilecek ba\u015fkan\u0131n kendini nas\u0131l bir ortamda bulaca\u011f\u0131 \u00f6nemli. ABD i\u00e7in iklim de\u011fi\u015fikli\u011fi art\u0131k bir d\u0131\u015f politika meselesi, geri \u00e7ekilmesi de zor ve riskli . Tart\u0131\u015fmalar da asl\u0131nda daha korumac\u0131 bir ABD enerji politikas\u0131na i\u015faret ediyor gibi\u201d<\/p>\n

Bilgiler<\/b><\/span><\/span><\/p>\n

\u00c7in\u2019in petrol \u00fcr\u00fcnleri talebi, h\u00fck\u00fcmetin resmi rakamlar\u0131ndan daha y\u00fcksek olabilir.<\/a><\/u><\/span> Kim diyor, Energy Aspects, IEA, FGE Singapur. FGE\u2019ye g\u00f6re \u00c7in benzin talebi %8-9 artt\u0131, dizel 0.4% d\u00fc\u015ft\u00fc. Sinopec\u2019ten Li Zhenguang h\u00fck\u00fcmetin spek d\u0131\u015f\u0131 benzini istatistiklendirmedi\u011fini s\u00f6yledi. Dizel t\u00fcketimi de tan\u0131mlama ve ka\u00e7ak\u00e7\u0131l\u0131ktan 150binv\/g daha az g\u00f6z\u00fck\u00fcyor.<\/p>\n

Sal\u0131 g\u00fcn\u00fc(bug\u00fcn) ilk defa \u0130ngiltere yollar\u0131nda s\u00fcr\u00fcc\u00fcs\u00fcz ara\u00e7 <\/a><\/u><\/span>genel yollara \u00e7\u0131kacak. Y\u0131l ba\u015f\u0131nda h\u00fck\u00fcmet dan\u0131\u015fmanl\u0131k alarak 2020\u2019de s\u00fcr\u00fcc\u00fcs\u00fcz ara\u00e7lara izin i\u00e7in sigorta ve motor d\u00fczenlemeleri konusunda hangi de\u011fi\u015fiklikleri yapmas\u0131 gerekti\u011fini ba\u015flatt\u0131. Pod-2 ki\u015filik ara\u00f6 Oxford Universitesind kurulmu\u015f Oxbotica firmas\u0131n\u0131n, testler Milton Keynesde<\/p>\n

Goldman Sachs, petrol piyasas\u0131n\u0131n 2017\u2019de dengelenmesini d\u00fc\u015f\u00fck ihtimal g\u00f6r\u00fcyor<\/a><\/u><\/span>. Neden? Libya, Nijerya, Irak..<\/p>\n

BP\u2019de Avustralya Great Australian Bight<\/a><\/u><\/span>\u2019tan \u00e7ekiliyor. Yat\u0131r\u0131m miktar\u0131 757 milyon $ ve ortak Statoil\u2019di.<\/p>\n

Almanya\u2019da Saxony\u2019deki vah\u015fi domuzlar\u0131n <\/a><\/u><\/span>3\u2019te 1\u2019i y\u00fcksek seviyede radyasyon i\u00e7eriyor. Sebebi \u00c7ernobil olabilir.<\/p>\n

Igor Sechin<\/a><\/u><\/span>, Reuters\u2019e \u00f6nce \u201c\u015firketinin (Rosneft)\u2019in \u00fcretimini limitlemeyece\u011fini s\u00f6yledi\u201d, 1 saat sonra ise \u201cRosneft petrol \u00fcretim durdurmas\u0131na OPEC bir karar al\u0131r ve Rusya da kat\u0131l\u0131rsa uyacakt\u0131r\u201d dedi.<\/p>\n

Venez\u00fcella\u2019n\u0131n petrol \u00fcretimi 2002 ve 2003 y\u0131llar\u0131ndaki grevlerde bile 2.5 milyon v\/g alt\u0131na d\u00fc\u015fmemi\u015f. Bu sene d\u00fc\u015febilir. T\u00fcm OPEC rekor \u00fcretim k\u0131rarken Venez\u00fcella ters y\u00f6nde. Reuters\u2019\u0131n PDVSA\u2019n\u0131n s\u0131k\u0131nt\u0131lar\u0131 raporu<\/a><\/u><\/span><\/p>\n

Teknik analizler petrol\u00fcn bo\u011fa piyasas\u0131nda oldu\u011funu ve fiyatlar\u0131n y\u00fckselece\u011fini \u00f6ng\u00f6r\u00fcyor. Teknik analiz<\/a><\/u><\/span><\/p>\n

2021\u2019de Avustralya LNG\u2019de Katar\u2019\u0131 ge\u00e7ecek. Fakat 2021\u2019de ikisi de 100milyar m3 gaz satarken, kaynak vergileri \u00fczerinden Avustralya 800 milyon $, Katar ise 26.6 milyar $ gelir <\/a><\/u><\/span>elde edecek. H\u00fck\u00fcmetten ara\u015ft\u0131rma istenmi\u015f. Mektupta yak\u0131nda LNG demir cevherini ge\u00e7erek Avustralya\u2019n\u0131n en b\u00fcy\u00fck ihracat kalemi olacak denmi\u015f.<\/p>\n

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

So\u011fuk havalar geliyor. Ankara<\/a><\/u><\/span> ve \u0130stanbul<\/a><\/u><\/span><\/p>\n


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Rapor \u00d6zet<\/b><\/span><\/span><\/p>\n

LNG as a transport fuel \u2013 Chris Le Fevre<\/p>\n