{"id":1176,"date":"2017-08-04T13:45:44","date_gmt":"2017-08-04T13:45:44","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1176"},"modified":"2017-08-04T13:51:30","modified_gmt":"2017-08-04T13:51:30","slug":"4-agustos-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/08\/4-agustos-2017\/","title":{"rendered":"4 A\u011fustos 2017"},"content":{"rendered":"

\u00d6zetler<\/b><\/p>\n

Societe Generale\u2019in ba\u015f petrol analisti <\/a>: \u201cyak\u0131n d\u00f6nemde fiyatlarla ilgili temkinliyiz, \u00f6zellikle Eyl\u00fcl ve Ekimde, o d\u00f6nemde petrol\u00fcn ve \u00fcr\u00fcnlerinin d\u00f6nemselli\u011fi ay\u0131la\u015f\u0131yor[negatif]\u201d. ING: \u201dTalep ise d\u00f6rtyanda, baz\u0131 haftalar ge\u00e7en seneden %5 d\u00fc\u015f\u00fck, baz\u0131 haftalarda rekor y\u00fckseklere yak\u0131n\u201d… D\u00fc\u015f\u00fck devam eder modu…<\/p>\n

Kuzey Kore\u2019<\/a>de gizlice \u00e7ekilen videolarda, kalbur\u00fcst\u00fc ekibin<\/del> d\u00fc\u015f\u00fck gelirli kesimin de g\u00fcne\u015f panelleri kulland\u0131\u011f\u0131 hatta bir k\u0131sm\u0131n\u0131n bunlar\u0131 direkle yerden 3-5 metre yukar\u0131 dikti\u011fi g\u00f6r\u00fcl\u00fcyor. \u00c7al\u0131nmas\u0131n diye. 30 wattl\u0131k \u00fcnite 35$, 50-60kg pirin\u00e7 paras\u0131. \u00dcst d\u00fczeyin evleri, ana fabrikalar ve ticarethanelerde g\u00f6r\u00fclen paneller, art\u0131k evlerde de yayg\u0131n<\/p>\n

California sistem i\u015fletmecisi CAISO<\/a>, 2020 y\u0131l\u0131ndaki \u015febeke ihtiya\u00e7lar\u0131 i\u00e7in FRACMOO2 isimli esneklik ara\u00e7lar\u0131 geli\u015ftiriyor. 2015\u2019de 3 saatlik net y\u00fck alma 10,600 MW\u2019d\u0131, 2020\u2019de 16800 MW\u2019a \u00e7\u0131kacak. CAISO\u2019ya g\u00f6re saatlik y\u00fck alma ihtiyac\u0131 7000 MW\u2019a \u00e7\u0131kabilir, bu sebeple haz\u0131r olma ve devrede kalma s\u00fcreleri de belirliyor.<\/p>\n

OFGEM \u00fcretim kapasitenin 4\u2019te 1\u2019inin da\u011f\u0131t\u0131m \u015febekesine ba\u011fl\u0131 oldu\u011fu \u0130ngiltere i\u00e7in, d\u00fczenleme i\u00e7in yeni strateji yay\u0131nlad\u0131<\/a>. Prensipler: T\u00fcketici \u00e7\u0131kar\u0131nda yan yana gelme, nimet-k\u00fclfet dengesini yans\u0131tmak, e\u015fit rekabet alan\u0131(teknolojiler i\u00e7in), riskin do\u011fru konumland\u0131r\u0131lmas\u0131 ve piyasalar\u0131n fayda getirdi\u011fi yerde kullan\u0131m\u0131<\/p>\n

Petromatrix\u2019in<\/a> yorumu \u00f6nemli : \u201cOPEC, piyasan\u0131n fiziksel kontrol\u00fcn\u00fc finansal kontrol ile de\u011fi\u015ftirme hayalini art\u0131k sonland\u0131rmal\u0131\u201d. D\u00fcn haberleri \u00e7\u0131kan Suudi bakan\u0131n Temmuzda finansal kesim ile g\u00f6r\u00fc\u015fmesine referans bence.<\/p>\n

Trump y\u00f6netimi<\/a> sadece Obama d\u00f6nemi \u00e7evresel d\u00fczenlemeleri geri mi \u00e7ekecek yoksa yerine yeni kurallar m\u0131 koyacak. Pek\u00e7o\u011funu \u00e7ekmek 1 y\u0131l\u0131 a\u015far. Her ad\u0131mda, halka a\u00e7\u0131k yorum, iki Beyaz Saray yorumu ve nihai s\u00fcr\u00fcm gerekiyor. En \u00f6nemlisi CPP-temiz elektrik plan\u0131, \u00f6n\u00fcm\u00fczdeki haftalarda bir\u015feyler duyaca\u011f\u0131z.<\/p>\n

Cornwall Insight\u2019a<\/a> g\u00f6re Londra ula\u015ft\u0131rma TfL, 4.48 milyon pound elektrikli ara\u00e7 \u015farj altyap\u0131 yat\u0131r\u0131m\u0131 yapacak. British Gas %12.5 elektrik fiyat art\u0131\u015f\u0131 ilan etti ve h\u00fck\u00fcmet politikalar\u0131n\u0131n nihai t\u00fcketiciye 2014\u2019teki 81 pound\u2019dan gelecek sene 165 pound ek y\u00fck getirece\u011fini s\u00f6yledi.<\/p>\n

2012\u2019den bu yana elektrik depolamadaki <\/a>%70 maliyet d\u00fc\u015f\u00fc\u015f\u00fc, daha da h\u0131zlanacak. 2019\u2019da 200$\/kWh, Bug\u00fcn ki 4 GW kurulu depolama kapasitesi 2025\u2019de 52 GW\u2019a \u00e7\u0131kacak. Ge\u00e7en sene devreye giren 1.3 GW \u015febekeye ba\u011fl\u0131 depolama, 2020\u2019\u2019de 4.7 GW\/y\u0131l, 2025\u2019de 8.8 GW\/y\u0131l\u2019a \u00e7\u0131kacak. IHS Markit raporuymu\u015f<\/p>\n

\u00c7in hampetrol <\/a>ithalat\u0131nda 2017Y1\u2019de 8.55 mv\/g ham petrol ithalat\u0131 ile 8.12 mv\/g ithalat yapan ABD\u2019yi ilk defa ge\u00e7ti. \u00c7inli Unipec d\u00fcnyan\u0131n en b\u00fcy\u00fck fiziksel petrol trader\u2019i oldu. Benzin ve dizel ihracatlar\u0131 da rekor k\u0131rd\u0131. 2020 y\u0131l\u0131na \u00c7in 2.5 mv\/g rafineri kapasitesi ekleyecek. Benzin talebi %6.5\u2019dan(2016), %3.5-4\u2019e d\u00fc\u015fecek<\/p>\n

Laos, Mekong nehri<\/a> \u00fczerinde 912 MW, 2.3 milyar $\u2019l\u0131k Pak Beng baraj\u0131n\u0131 yapacak. Laos\u2019un denize k\u0131y\u0131s\u0131 yok, 7.1 milyon n\u00fcfus, 6300 MW \u00fcretim kapasitesine 350 hidroelektrik santrali ile 26,000 MW eklemeyi d\u00fc\u015f\u00fcn\u00fcyor. D\u00fcnyada 286 tane \u00e7ok \u00fclkeden ge\u00e7en nehir havzas\u0131 varm\u0131\u015f. Ama\u00e7:GDAsyan\u0131n Kuveyt\u2019i olmak<\/p>\n

B\u00fcy\u00fck trafolar\u0131n yerine kat\u0131 hal(yar\u0131 iletken gibi) trafolar<\/a>, veya g\u00fc\u00e7 d\u00f6n\u00fc\u015ft\u00fcr\u00fcc\u00fclerin gelmesi zaman alacak. \u015eebeke verimi %8-10 artabilirmi\u015f. 3.6 tonluk bir trafo bavul boyutuna inebilir. Bir makaleye g\u00f6re 2017\u2019de ilk ticari \u00fcr\u00fcnleri g\u00f6rebiliriz. Tabii bir \u00e7ok ki\u015fi AC geleneksel trafolar\u0131 alt edemeyece\u011fini de d\u00fc\u015f\u00fcn\u00fcyor(en sonda)<\/p>\n

\u201cRambo \u00e7atlak<\/a>\u201d(Rambo frack), yatayda 3178 metre uzunlu\u011funda g\u00fcnl\u00fck 1.76 milyon m3 gaz \u00fcretimine 6 g\u00fcnde ula\u015fm\u0131\u015f.<\/p>\n

Kaza eseri bulunan ala\u015f\u0131m ile %100 verimli hidrojen \u00fcretimi <\/a>m\u00fcmk\u00fcn olabilir. ABD Ordu Ara\u015ft\u0131rma laboratuvar\u0131 g\u00fc\u00e7l\u00fc ala\u015f\u0131mlar \u00fczerinde \u00e7al\u0131\u015f\u0131rken, \u00fczerine su d\u00f6k\u00fclen ala\u015f\u0131m\u0131n baloncukland\u0131\u011f\u0131 g\u00f6r\u00fclm\u00fc\u015f. Hidrojeni depolamak yerine ihtiya\u00e7 olunca \u00fcretebilmek daha \u00f6nemli<\/p>\n

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

Bankalar tahminlerini yine a\u015fa\u011f\u0131 indirdiler (WSJ<\/a>)<\/p>\n

\"\"<\/p>\n

ABD petrol \u00fcretim art\u0131\u015f tahmini (Barclays<\/a>)<\/p>\n

\"\"<\/p>\n

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

\u00d6zetler Societe Generale\u2019in ba\u015f petrol analisti : \u201cyak\u0131n d\u00f6nemde fiyatlarla ilgili temkinliyiz, \u00f6zellikle Eyl\u00fcl ve Ekimde, o d\u00f6nemde petrol\u00fcn ve \u00fcr\u00fcnlerinin d\u00f6nemselli\u011fi ay\u0131la\u015f\u0131yor[negatif]\u201d. ING: \u201dTalep ise d\u00f6rtyanda, baz\u0131 haftalar ge\u00e7en seneden %5 d\u00fc\u015f\u00fck, baz\u0131 haftalarda rekor y\u00fckseklere yak\u0131n\u201d… D\u00fc\u015f\u00fck devam eder modu… Kuzey Kore\u2019de gizlice \u00e7ekilen videolarda, kalbur\u00fcst\u00fc ekibin d\u00fc\u015f\u00fck gelirli kesimin de g\u00fcne\u015f panelleri … Continue reading 4 A\u011fustos 2017<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","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\/1176"}],"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=1176"}],"version-history":[{"count":3,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1176\/revisions"}],"predecessor-version":[{"id":1181,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1176\/revisions\/1181"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1176"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1176"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1176"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}