{"id":1054,"date":"2017-06-29T17:27:21","date_gmt":"2017-06-29T17:27:21","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1054"},"modified":"2017-06-29T17:27:53","modified_gmt":"2017-06-29T17:27:53","slug":"29-haziran-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/06\/29-haziran-2017\/","title":{"rendered":"29 Haziran 2017"},"content":{"rendered":"<p>Yenilenebilirin jeopoliti\u011fi bence \u00e7ok ilgin\u00e7 noktalara sahip. Petrol ve do\u011falgaz kaynak laneti, b\u00fcy\u00fck yenilenebilir kaynaklara sahip \u00fclkelerde de bir &#8220;yenilenebilir laneti&#8221;ne sebep olur mu? ABD enerji ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131ndan enerji hakimiyetine(dominasyon) ge\u00e7iyor mu yaz\u0131s\u0131 ince uyar\u0131lar ile dolu. Romanya, alt\u0131n madeninden Kanadal\u0131 maden grubu ile tahkimlik, 4.4 milyar $ tazminat. \u201c7 K\u0131z karde\u015f\u201d \u015fimdi teknoloji \u015firketlerine verilen isim. D\u00fcnyadaki madencilik-petrol-gaz kaynaklar\u0131 do\u011fru y\u00f6netilmiyor. Alman otomobil kul\u00fcb\u00fc hemen dizel almay\u0131n bekleyin diyor. Goldman Sachs ve di\u011fer bankalar petrol fiyat tahminlerini baya\u011f\u0131 bir d\u00fc\u015f\u00fcrd\u00fcler tekrar. Dallas Fed anketi, \u00f6zel sorulara g\u00f6re petrol piyasalar\u0131 2018 2.\u00e7eyrekte toparlan\u0131r. T\u00fcm bunlar\u0131 okurken unutmamak laz\u0131m: \u201cuzmanlar s\u0131radan insanlara g\u00f6re daha \u00e7ok yan\u0131l\u0131rlar, \u00f6nyarg\u0131lar\u0131ndan dolay\u0131\u201d. Uzman\u0131 uzman yapan yararl\u0131 bilgiyi g\u00fcr\u00fclt\u00fcden ay\u0131rabilmesidir. Yani sekt\u00f6r uzmanlar\u0131n\u0131(banka, analist vs) takip etmeli ama tahminlerini \u201ckabul\u201d olarak almamal\u0131&#8230;<\/p>\n<p><b>Haberler<\/b><\/p>\n<p><a href=\"http:\/\/energypolicy.columbia.edu\/sites\/default\/files\/energy\/CGEPTheGeopoliticsOfRenewables.pdf\">Yenilenebilirin<\/a> Jeopoliti\u011fi, g\u00fcn\u00fcn rapor ba\u015fl\u0131\u011f\u0131, petrol ve do\u011falgaz da olan do\u011fal kaynak lanetinde, b\u00fcy\u00fck yenilenebilir kaynaklara sahip olanlarda da \u201cdo\u011fal kaynak laneti\u201d olabilir. 7 mekanizmada jeopoliti\u011fi \u015fekillendirme etkisini incelemi\u015fler.<\/p>\n<p>ABD\u2019nin <a href=\"https:\/\/www.csis.org\/analysis\/energy-policy-dominance\">enerji<\/a> politikalar\u0131nda ba\u011f\u0131ms\u0131zl\u0131ktan hakimiyete ge\u00e7mesine dair ele\u015ftiride, piyasa hareketlerinin bunu sa\u011flad\u0131\u011f\u0131, bazen tek seferlik geli\u015fmelerin hep bu \u015fekilde olacak gibi zannedildi\u011fi, \u00e7atlatman\u0131n 100$\/v ve %10 i\u015fsizlikteki etkisi ile 50$\/v %5 i\u015fsizlikte farkl\u0131 olaca\u011f\u0131na dikkat edin diyor.<\/p>\n<p><a href=\"https:\/\/www.platts.com\/latest-news\/oil\/london\/analysis-no-opec-solace-in-tight-medium-sour-26761343?utm_source=twitter&amp;utm_medium=social&amp;utm_term=oil&amp;utm_content=news&amp;utm_campaign=news-article&amp;hootpostid=bf3187801220daf244f317af01326650\">\u015eeyl petrol<\/a> kargolar\u0131ndaki kalite kararl\u0131l\u0131\u011f\u0131 bir problemmi\u015f. \u015eeyl tatl\u0131 hafif petrol, Ortado\u011fu\u2019nun a\u011f\u0131r ek\u015fi petrol\u00fc ile tatl\u0131 petrol aras\u0131ndaki fark daral\u0131yor. Tatl\u0131 petrole bo\u011fulmu\u015f piyasada rafineriler konfigrasyonlar\u0131 uygun olmasa da tatl\u0131 petrolle devam ediyor.<\/p>\n<p>Bu sabah Shell\u2019in <a href=\"https:\/\/www.naturalgasworld.com\/prelude-flng-leaves-yard-for-australia-53457\">Prelude y\u00fczer LNG gemisi<\/a>, Samsung tersanesinden yola \u00e7\u0131kt\u0131. Avustralya\u2019daki Prelude a\u00e7\u0131k deniz gaz sahas\u0131na gidecek. Bu ilk y\u0131l LNG ihra\u00e7 etmeyecek, ama 2018\u2019de 3.6 mton\/y\u0131l LNG ve 1.7 mton\/y\u0131l condensat ve do\u011falgaz s\u0131v\u0131lar\u0131 ihra\u00e7 edecek. Haberde geminin resmi de var.<\/p>\n<p>Romanya\u2019n\u0131n <a href=\"https:\/\/www.ft.com\/content\/52f5c202-5c99-11e7-9bc8-8055f264aa8b\">Rosia Montana<\/a> alt\u0131n ve g\u00fcm\u00fc\u015f madeninde 1999\u2019da lisans alan Torontolu Gabriel Resources, ICSID\u2019de Romanya aleyhine 4.4 milyar $ tazminat talepli tahkim davas\u0131 a\u00e7t\u0131.<\/p>\n<p><a href=\"https:\/\/hbr.org\/2017\/06\/uber-cant-be-fixed-its-time-for-regulators-to-shut-it-down\">Uber\u2019in<\/a> i\u015f modeli ba\u015fta sadece lisansl\u0131 taksilerle \u00e7al\u0131\u015fmak iken, Lyft\u2019in modelini ald\u0131. Ama \u00e7al\u0131\u015fanlar\u0131na kanunlar\u0131 k\u0131rmay\u0131 \u00f6\u011freten bir i\u015f modeli zaten ba\u015ftan sakata gelmi\u015f yaz\u0131<\/p>\n<p>Alibaba, Alphabet(Google), Amazon, Apple, Facebook, Microsoft ve Tencent(WeChat)\u2019in toplam piyasa de\u011feri 3.5 trilyon $. Bir y\u0131l \u00f6ncesine g\u00f6re %40 daha de\u011ferli. Ve Economist <a href=\"https:\/\/espresso.economist.com\/03492e99e42e7ea8480cdfb4899604f5?fsrc=scn\/tw\/te\/bl\/ed\/sevenwonderstechstocks20170601espresso\">\u201c7 k\u0131z karde\u015f\u201d <\/a>demi\u015f.<\/p>\n<p><a href=\"http:\/\/www.cnbc.com\/2017\/06\/29\/goldman-sachs-slashes-oil-price-projection-amid-us-shale-surge.html\">Goldman Sachs<\/a>\u2019ta petrol fiyat tahmini d\u00fc\u015f\u00fcrd\u00fc. <a href=\"https:\/\/twitter.com\/JavierBlas2\/status\/880453124397436928\">Societe General<\/a>e\u2019da 2017\u2019yi 52$ (Brent)\u2019e indirdi.<\/p>\n<p>D\u00fcnyadaki <a href=\"http:\/\/news.trust.org\/item\/20170628160805-949sf\">madencilik-petrol-gaz \u00fcrete<\/a>n \u00fclkelerin %80\u2019i kaynaklar\u0131n\u0131 do\u011fru y\u00f6netmiyor. 33 \u00fclkedeki 1.5 trilyon $ zenginlik y\u00f6neten varl\u0131k fonu da do\u011fru y\u00f6netilmiyormu\u015f. \u015eili ve Hindistan\u2019daki devlet \u015firketleri en iyileri \u00e7\u0131km\u0131\u015f.<\/p>\n<p><a href=\"https:\/\/www.dallasfed.org\/research\/surveys\/des\/2017\/1702.aspx#tab-questions\">Dallas Fed<\/a>\u2019in 2.\u00e7eyrek petrol ve gaz enerji anketi yay\u0131nland\u0131. \u00dcretim artt\u0131 ama yava\u015flama var. Hemen hemen t\u00fcm anket g\u00f6stergeleri bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re d\u00fc\u015f\u00fc\u015fte. \u00d6zel sorulara g\u00f6re piyasa 2018 \u00e7eyrek 2\u2019ten itibaren toparlanmaya ba\u015flar a\u011f\u0131rl\u0131kl\u0131, \u00fcretimi artt\u0131rmak i\u00e7in kendi nak\u0131t ak\u0131mlar\u0131na bak\u0131yorlar.<\/p>\n<p>Ara\u015ft\u0131rmaya g\u00f6re <a href=\"https:\/\/www.bloomberg.com\/gadfly\/articles\/2017-06-28\/oil-short-squeeze-don-t-blink-or-you-ll-miss-it\">31 E&amp;P(petrol arama \u00fcretim)<\/a> \u015firketi 2017 \u00fcretimlerinin %54\u2019\u00fcn\u00fc 50$\/v \u00fczerine korumaya alm\u0131\u015f. 2018\u2019de ise 51.5$\/v\u2019e sadece %15 \u00fcretim korumada. \u015eeylciler OPEC bir karar daha al\u0131rsa h\u0131zla hedge-koruma pozisyonlar\u0131n\u0131 artt\u0131racaklar<\/p>\n<p><a href=\"https:\/\/translate.google.com\/translate?sl=auto&amp;tl=en&amp;js=y&amp;prev=_t&amp;hl=en&amp;ie=UTF-8&amp;u=http%3A%2F%2Fwww.spiegel.de%2Fauto%2Faktuell%2Fabgasskandal-und-fahrverbote-adac-raet-vom-dieselkauf-vorerst-ab-a-1155007.html&amp;edit-text=\">Almanya\u2019n\u0131n<\/a> AAs\u0131(C\u00fcney Kazokoglu), yani otomobil k\u00fclubu, dizel alanlara hemen almay\u0131n bekleyin, sonbahardaki Euro6D\u2019ler gelsin hele mesaji verdi. \u201cBir-iki y\u0131l \u00f6nce araba alanlar halihaz\u0131rda bir kay\u0131p hissediyor [araba de\u011feri d\u00fc\u015ft\u00fc\u011f\u00fc i\u00e7in]\u201d<\/p>\n<p><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2017-06-29\/-you-wouldn-t-do-it-bhp-chair-regrets-20-billion-shale-spree\">BHP Billiton\u2019<\/a>un Ba\u015fkan\u0131 Jacques Nasser, 2011\u2019de ABD\u2019de \u015feyle harcad\u0131klar\u0131 20 milyar$\u2019\u0131 zamans\u0131z olarak de\u011ferlendirdi.<\/p>\n<p><b>Grafik\/istatistk<\/b><\/p>\n<p>Dallas Fed, Texas\u2019taki petrolc\u00fclere sormu\u015f, piyasa ne zaman dengelenir? (<a href=\"https:\/\/www.dallasfed.org\/research\/surveys\/des\/2017\/1702.aspx#tab-questions\">Dallas Fed<\/a>)<\/p>\n<p id=\"xhBOiNc\"><img loading=\"lazy\" decoding=\"async\" width=\"609\" height=\"568\" class=\"alignnone size-full wp-image-1055 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/06\/img_59553864b8a9f.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/06\/img_59553864b8a9f.png 609w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/06\/img_59553864b8a9f-300x280.png 300w\" sizes=\"(max-width: 609px) 100vw, 609px\" \/><\/p>\n<p>Petrol ve gaz aktivitenizi artt\u0131rken finansman art\u0131\u015f\u0131n\u0131 nereden sa\u011fl\u0131yorsunuz (<a href=\"https:\/\/www.dallasfed.org\/research\/surveys\/des\/2017\/1702.aspx#tab-questions\">Dallas Fed)<\/a><\/p>\n<p id=\"PlKFVfp\"><img loading=\"lazy\" decoding=\"async\" width=\"692\" height=\"352\" class=\"alignnone size-full wp-image-1056 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/06\/img_5955387099a2b.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/06\/img_5955387099a2b.png 692w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/06\/img_5955387099a2b-300x153.png 300w\" sizes=\"(max-width: 692px) 100vw, 692px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Yenilenebilirin jeopoliti\u011fi bence \u00e7ok ilgin\u00e7 noktalara sahip. Petrol ve do\u011falgaz kaynak laneti, b\u00fcy\u00fck yenilenebilir kaynaklara sahip \u00fclkelerde de bir &#8220;yenilenebilir laneti&#8221;ne sebep olur mu? ABD enerji ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131ndan enerji hakimiyetine(dominasyon) ge\u00e7iyor mu yaz\u0131s\u0131 ince uyar\u0131lar ile dolu. Romanya, alt\u0131n madeninden Kanadal\u0131 maden grubu ile tahkimlik, 4.4 milyar $ tazminat. \u201c7 K\u0131z karde\u015f\u201d \u015fimdi teknoloji \u015firketlerine verilen &hellip; <a href=\"https:\/\/barissanli.com\/eak\/2017\/06\/29-haziran-2017\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">29 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\/1054"}],"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=1054"}],"version-history":[{"count":2,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1054\/revisions"}],"predecessor-version":[{"id":1058,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1054\/revisions\/1058"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1054"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1054"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1054"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}