{"id":1059,"date":"2017-06-30T11:35:04","date_gmt":"2017-06-30T11:35:04","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1059"},"modified":"2017-06-30T20:06:02","modified_gmt":"2017-06-30T20:06:02","slug":"30-haziran-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/06\/30-haziran-2017\/","title":{"rendered":"30 Haziran 2017"},"content":{"rendered":"

Almanyada kirac\u0131lara da g\u00fcne\u015f imkan\u0131 ama te\u015fvik 4.3 cent, ABD ba\u015fkan\u0131 6 yeni enerji plan\u0131 a\u00e7\u0131klad\u0131, Libya 1mv\/g seviyelerinde. Dijitalle\u015fme fiziksel sekt\u00f6rlere yeni verimlilik getiriyor, optimistlere g\u00f6re \u00fcretkenlik ve istihdam artacak. OPEC tarihte hep kademe kademe piyasaya m\u00fcdahale ediyor. Hindistanl\u0131 GAIL, Cheniere\u2019den ald\u0131\u011f\u0131 LNG bedelini d\u00fc\u015f\u00fcrmeye \u00e7al\u0131\u015f\u0131yor. Entso-e \u00fcretim yeterlili\u011fi hesaplayacak. Petrol fiyatlar\u0131n\u0131 neden yanl\u0131\u015f tahmin ettik? Ben cevab\u0131 g\u00f6remedim. \u00c7in\u2019in enerji talebi \u00c7in\u2019li thinktank\u2019a g\u00f6re art\u0131k y\u00fckselmeyebilir. Eski EIA ba\u015fkan\u0131 bu petrol stoklar\u0131nde g\u00fcr\u00fclt\u00fc y\u00fcksek \u00e7ok fazla ger\u00e7ekle\u015fen yerine koymay\u0131n mesaj\u0131 veriyor<\/span>.<\/p>\n

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

Libya\u2019n\u0131n<\/a> petrol \u00fcretimi son 4 y\u0131l\u0131n en \u00fcst seviyesinde 950,000 v\/g. 2011\u2019den \u00f6nce 1.6 mv\/g d\u00fc \u00fcretimi.<\/p>\n

Entso-e,<\/a> \u00fcretim yeterlili\u011fi konusunda hem ulusal hem de b\u00f6lgesel hem de AB\u2019de ge\u00e7erli bir analiz y\u00f6ntemi geli\u015ftirecek<\/p>\n

D\u00fcn Trump<\/a> neler \u00f6nerdi? Yurtd\u0131\u015f\u0131 k\u00f6m\u00fcr projelerinde finansman kolayla\u015ft\u0131rma, a\u00e7\u0131k deniz petrol ve gaz kira program\u0131, n\u00fckleeri aya\u011fa kald\u0131rma \u00e7al\u0131\u015fmas\u0131, G\u00fcney Koreye daha fazla do\u011falgaz sat\u0131\u015f\u0131, Louisiana\u2019dan LNG terminali, Meksikaya boru hatt\u0131 \u2013ama duvar\u0131n alt\u0131ndan-<\/p>\n

Hindistan\u2019daki<\/a> petrol talebinin %60\u2019\u0131 benzin ve dizel, ham petrol\u00fcn %80\u2019ini ithal ediyor. Daha fazla LPG planl\u0131yor. 3 stratejik rezervi var 38.8 mv, 2×37 mv\u2019de planl\u0131yor.<\/p>\n

Almanyada \u00e7at\u0131 g\u00fcne\u015f 4.3 cent\/kWh\u2019e kadar s\u00fcbvansiyon alabilecek. \u201cKirac\u0131 g\u00fcc\u00fc\u201d<\/a> kanun de\u011fi\u015fkli\u011fi ile g\u00fcne\u015ften elektri\u011fi kirac\u0131lar\u0131n da \u00fcretip kullanmas\u0131 sa\u011flanacak. Almanyada konut sahipli\u011fi %50, AB\u2019nin en d\u00fc\u015f\u00fc\u011f\u00fc. Y\u0131lda sadece 500 MW\u2019a verilecek, Almanya\u2019da hacimle limitliyor.<\/p>\n

\u201cSa\u011fl\u0131k, enerji, ula\u015ft\u0131rma\u201d bili\u015fim sekt\u00f6rlerine d\u00f6n\u00fc\u015f\u00fcyor (s2), Atomlardan m\u00fcte\u015fekkil fiziksel sekt\u00f6rlerin fazla d\u00fczenlenmesi belki de inovasyonu<\/a> yava\u015flatt\u0131, bitlere dayal\u0131 dijital sekt\u00f6rler daha az d\u00fczenleniyor. B\u00fcy\u00fck veriyle \u201cShale 2.0\u201d ABD sahalar\u0131nda Suudi d\u00fc\u015f\u00fck \u00fcretim fiyatlar\u0131n\u0131 yakalayabilir<\/p>\n

D\u00fc\u015f\u00fck petrol<\/a> fiyatlar\u0131 geli\u015fmekte olan piyasalarda daha d\u00fc\u015f\u00fck maliyet, daha y\u00fcksek kazan\u00e7 oldu<\/p>\n

OPEC<\/a>, 1998-1998\u2019da Asya krizi sonras\u0131 3 kesinti yapt\u0131, 2004-2005\u2019te de \u00c7in b\u00fcy\u00fcmesi sebebiyle 6 defa \u00fcretim hedefi artt\u0131rd\u0131. Yani OPEC hep hareketlerini ad\u0131m ad\u0131m yap\u0131yor. Bknz-Grafik<\/p>\n

EIA\u2019\u0131n eski ba\u015fkan\u0131 Adam Sieminski\u2019nin de yazar\u0131 oldu\u011fu makaleden<\/a>: \u201cAPI ve EIA\u2019nin \u00e7ok u\u011fra\u015fmas\u0131na ra\u011fmen haftal\u0131k veriler g\u00fcr\u00fclt\u00fcl\u00fc(kesin de\u011fil) ve s\u0131k s\u0131k revize ediliyor, bir yol g\u00f6steriyor ama yan\u0131lta da bilir\u201d.<\/p>\n

Arjantin\u2019in<\/a> 2025 hedefi elektrikte %20 yenilenebilir. Latin Amerikan\u0131n 3.b\u00fcy\u00fck elektrik piyasas\u0131. RenovAR program\u0131 ile yenilenebilir ihaleleri yapt\u0131, FODER ile de yenilenebilir enerji fonu kurdu. Fiyatlar g\u00fcne\u015f 5.9 cent, r\u00fczgar 4.9c\/kWh.<\/p>\n

Goldman Sachs<\/a> d\u00fcnki notunda \u201c[petrol fiyatlar\u0131n\u0131] nas\u0131l bu kadar yanl\u0131\u015f tahmin ettik\u201d sorusunda cevap arad\u0131. Hala \u201cvarl\u0131k s\u0131n\u0131f\u0131 \u00e7ok \u00e7ekici\u201d, muhtemelen dipte yazm\u0131\u015flar. Goldman bak\u0131rdaki arz dinamiklerini de yanl\u0131\u015f okumu\u015f. Sebebi hurda bak\u0131rm\u0131\u015f.<\/p>\n

\u00c7in\u2019in China Academy of Social Sciences<\/a> (CASS), \u00c7in enerji talebi zirve yapm\u0131\u015f olabilir. \u201cya bu sene ya gelecek sene\u201d. CASS\u2019\u0131n tahmini \u00c7in\u2019in 2016-2020 enerji plan\u0131nda %2.5 y\u0131ll\u0131k talep art\u0131\u015f\u0131 ile \u00e7eli\u015fiyor.<\/p>\n

Hindistan\u2019\u0131n GAIL\u2019in ABDli Cheniere\u2019den ald\u0131\u011f\u0131 do\u011falgaz<\/a> 8.5 $\/mmbtu. Asya LNG fiyatlar\u0131 (gemiye y\u00fckleme vs) hari\u00e7 5.4 $, \u015fu anda uzun d\u00f6nemli anla\u015fmalar 6-7 $\/mmbtu civar\u0131nda. GAIL\u2019in LNG m\u00fc\u015fterileri de d\u00fc\u015f\u00fck fiyat istiyor, ama Cheniere de direniyor.<\/p>\n

Tesla ve California\u2019daki enerji depolama<\/a> \u015firketleri sistem i\u015fletmecisi CAISO\u2019dan PDR (Proxy demand response) kayna\u011f\u0131 olarak fazla elektri\u011fin t\u00fcketilmesi konusundaki \u00fcr\u00fcn\u00fc h\u0131zland\u0131rmas\u0131n\u0131 istediler.<\/p>\n

\u201cDijitalle\u015fmenin s\u00fcr\u00fckledi\u011fi verimlilikleri enerji, in\u015faat, ula\u015ft\u0131rma ve perakende gibi fiziksel sekt\u00f6rlerinde g\u00f6zlemlemeye ba\u015fl\u0131yoruz\u201d. \u201cAna ekonomik problemimiz , robotlar\u0131n i\u015fleri almas\u0131 de\u011fil, robotlar\u0131n sallana sallana gelmesi\u201d. Yazara<\/a> g\u00f6re makinelerle daha \u00e7ok istihdam ve \u00fcretkenlik olacak<\/p>\n

Dyson<\/a> (s\u00fcp\u00fcrge, el kurutma, fan) \u0130ngilteredeki en b\u00fcy\u00fck toprak sahiplerinden ve ailesi ile 7.8 milyar pound zenginli\u011fi var. \u0130ngiltere\u2019de de tar\u0131m desteklerinden en \u00e7ok yararlanan ikinci \u015fah\u0131s: 1.6 milyar<\/del>milyon pound. \u0130ngiliz Krali\u00e7esinin tar\u0131m arazileri de te\u015fvik al\u0131yormu\u015f ama rakamlar k\u00fc\u00e7\u00fck 0.5-1 milyon pound<\/p>\n

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

OPEC kademe kademe piyasa m\u00fcdahalesi yap\u0131yor (Bloomberg<\/a>)<\/p>\n

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

Almanyada kirac\u0131lara da g\u00fcne\u015f imkan\u0131 ama te\u015fvik 4.3 cent, ABD ba\u015fkan\u0131 6 yeni enerji plan\u0131 a\u00e7\u0131klad\u0131, Libya 1mv\/g seviyelerinde. Dijitalle\u015fme fiziksel sekt\u00f6rlere yeni verimlilik getiriyor, optimistlere g\u00f6re \u00fcretkenlik ve istihdam artacak. OPEC tarihte hep kademe kademe piyasaya m\u00fcdahale ediyor. Hindistanl\u0131 GAIL, Cheniere\u2019den ald\u0131\u011f\u0131 LNG bedelini d\u00fc\u015f\u00fcrmeye \u00e7al\u0131\u015f\u0131yor. Entso-e \u00fcretim yeterlili\u011fi hesaplayacak. Petrol fiyatlar\u0131n\u0131 neden yanl\u0131\u015f … Continue reading 30 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\/1059"}],"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=1059"}],"version-history":[{"count":4,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1059\/revisions"}],"predecessor-version":[{"id":1064,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1059\/revisions\/1064"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1059"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1059"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1059"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}