{"id":1193,"date":"2017-08-09T17:12:58","date_gmt":"2017-08-09T17:12:58","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1193"},"modified":"2017-08-09T17:12:58","modified_gmt":"2017-08-09T17:12:58","slug":"9-agustos-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/08\/9-agustos-2017\/","title":{"rendered":"9 A\u011fustos 2017"},"content":{"rendered":"

ABD\u2019deki LNG tesisinde ne kadar gaz s\u0131v\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131n\u0131 g\u00fcnl\u00fck olarak bulmak i\u00e7in gelen boru hatlar\u0131ndaki g\u00fcnl\u00fck gaz miktar\u0131 haberi ilgin\u00e7ti. 1 Dth\/day=28 m3\/g\u00fcn. \u0130spanya\u2019da iki \u00e7evreci STK 1997 y\u0131l\u0131ndan beri i\u015fleyen \u0130spanya kapasite mekanizmas\u0131na dava a\u00e7t\u0131. \u201cBuildings as Power Stations\u201d, elektrik \u00fcreten binalar. National Grid elektrikli araba senaryolar\u0131n\u0131 yanl\u0131\u015f anlayan haberlere bir a\u00e7\u0131klama yazm\u0131\u015f. Model sonu\u00e7 excel dosyas\u0131 linkte, fiyat tahminleri de var. Permian\u2019da kuyular ya\u015fland\u0131k\u00e7a do\u011falgaz ve NGL \u00fcretiyor, yeni kuyu a\u00e7arken biraz daha temkinliler(fiyatta etkili). IEA 2016 denge tablolar\u0131na g\u00f6re k\u00f6m\u00fcr talebinde \u00c7in-ABD-\u0130ngiltere en b\u00fcy\u00fck d\u00fc\u015f\u00fc\u015flerde. Algoritmik WTI i\u015flemlerinin y\u00f6ne karar verememesi zerohedge\u2019den.<\/p>\n

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

\u00c7inli Sinopec<\/a> 2017 ilk yar\u0131da 11.8 milyar m3 gaz satt\u0131. Y\u0131ll\u0131k hedefi 23,1 milyar m3<\/p>\n

Biraz kar\u0131\u015f\u0131k. Bir \u015feyl \u00fcreticisi,<\/a> 50$\u2019a petrol sat\u0131yor, maliyeti de 30$. Bu adam\u0131n 5000v\/g\u2019l\u00fck \u00fcretimin %33l\u00fck \u00fcretim d\u00fc\u015f\u00fc\u015f\u00fc oran\u0131 ile net bug\u00fcn ki de\u011feri (NPV) ile \u00fcretimi 5 y\u0131l boyunca 5000v\/g\u2019de tutmak i\u00e7in yapaca\u011f\u0131 i\u015flemlerin i\u015fletme NPV\u2019si ayn\u0131. Yani ister yat\u0131r\u0131m yapar \u00fcretimi sabit tutar ister sa\u011far.<\/p>\n

ABD d\u0131\u015fi\u015fleri bakanl\u0131\u011f\u0131n\u0131n<\/a> misyonlara g\u00f6nderdi\u011fi nota<\/a> g\u00f6re, \u201cABD di\u011fer \u00fclkelerin fosil yak\u0131tlara daha temiz ve verimli eri\u015fimi ve kullan\u0131m\u0131 konusunda ortak \u00e7al\u0131\u015facak\u201d \u015feklindeki cevaplar verilmesi isteniyor.<\/p>\n

BHP Billiton<\/a> da \u201cnikel zengini piller, daha y\u00fcksek enerji yo\u011funluklar\u0131 ve artt\u0131r\u0131lm\u0131\u015f ara\u00e7 menzilleri ile tercih ediliyor\u201d diyerek elektrikli araba i\u00e7in pil \u00fcretiminde kullan\u0131lacak nickel s\u00fclfat\u2019a yat\u0131r\u0131m yapacak<\/p>\n

Dth\/day, dekatherm\/g\u00fcn, 1000 feetk\u00fcp gaz 1 dekatherm, yani 28 m3=1 dekatherm. ABD\u2019deki Sabine Pass LNG tesisine<\/a> 3 boru hatt\u0131ndan gelen gaz\u0131n hacmi rekor seviyeye \u00e7\u0131kt\u0131. 3.tren(k\u0131s\u0131m) bitmi\u015fti, 4.\u2019de Ekim\u2019de devreye girecek kabul\u00fc ba\u015flam\u0131\u015f.<\/p>\n

Ukrayna devlet \u015firket Naftogaz<\/a>, Gazprom\u2019a kar\u015f\u0131 31 May\u0131s\u2019ta kazand\u0131\u011f\u0131 tahkim sonras\u0131 ek taleplerde bulunabilir, 2009\u2019daki dezavantajl\u0131 kontrattan kaynaklanan kay\u0131plar.<\/p>\n

Goldman Sachs\u2019dan<\/a> Jeff Currie\u2019ye g\u00f6re uzun vadede petrol ticareti yapmak \u015feyl \u00fcretimi sebebi ile daha belirsiz.<\/p>\n

\u0130spanya\u2019da<\/a> iki \u00e7evreci STK, \u0130spanya\u2019n\u0131n kapasite \u00f6demelerine kar\u015f\u0131 AB\u2019ye \u015fikayette bulundu. \u0130spanya\u2019da kapasite piyasas\u0131 1997\u2019de kurulmu\u015f. \u00d6nce en eski, kirli santralleri emekli etsin deniyor. \u00d6demelerin y\u0131ll\u0131k maliyeti 1 milyar \u20ac.<\/p>\n

1 milyon ev \u201cElektrik \u00fcretim tesisi gibi bina<\/a>\u201d(Buildings as Power Stations) gibi tasarlan\u0131rsa, evlerin faturalar\u0131 %60 d\u00fc\u015fer, ortalama hane y\u0131lda 600 pound tasarruf eder, 3 GW pik talep d\u00fc\u015f\u00fcr\u00fcl\u00fcr.<\/p>\n

IEA 2016 denge tablolar\u0131na<\/a> g\u00f6re k\u00f6m\u00fcr \u00fcretimi \u00c7in\u2019de %9 d\u00fc\u015ferek 320 milyon ton olmu\u015f. K\u00f6m\u00fcr t\u00fcketiminde en b\u00fcy\u00fck d\u00fc\u015f\u00fc\u015f \u00c7in, ABD, \u0130ngiltere\u2026En b\u00fcy\u00fck y\u00fckseli\u015fler Vietnam ve Hindistan<\/p>\n

National Grid, elektrikli arabalar ile ilgili senaryolar\u0131ndaki<\/a> yanl\u0131\u015f anlamalar i\u00e7in i\u00e7in yeni bir dok\u00fcman yay\u0131nlam\u0131\u015f. 2046\u2019da t\u00fcm arabalar elektrikli olsa pik talep 30 GW artar, t\u00fcm y\u0131l de\u011fil, bu da en \u00fcst senaryo. Yoksa bizim tahmin 5 GW demi\u015f. Mutlaka Excel dosyas\u0131na<\/a> bak\u0131n<\/p>\n

Otonom arabalarda<\/a> Toyota Nvidia\u2019y\u0131 se\u00e7ti, Intel Mobileye\u2019\u0131 15.3 milyar $ ald\u0131, i\u015flemi tamamlad\u0131.<\/p>\n

ABD\u2019nin ba\u015fl\u0131ca petrol alan\u0131 Permian\u2019da<\/a> Morgan Stanley analistlerine g\u00f6re kuyular ya\u015fland\u0131k\u00e7a daha fazla do\u011falgaz \u00fcretiyor. Pioneer\u2019a g\u00f6re kuyular daha fazla gaz ve propan gibi do\u011falgaz s\u0131v\u0131lar\u0131 \u00fcretiyor. Baz\u0131lar\u0131na g\u00f6re k\u00f6t\u00fc de\u011fil, gaz yan\u0131nda bonus geliyor. Ama yeni kuyu a\u00e7\u0131m\u0131n\u0131 yava\u015flat\u0131yor.<\/p>\n

ABD\u2019de 21 A\u011fustos\u2019taki g\u00fcne\u015f tutulmas\u0131<\/a> sistem g\u00fcvenli\u011fi izleme NERC taraf\u0131ndan sisteme toplamsal b\u00fcy\u00fck bir etki yapmayacak. ENTSO-E\u2019nin 20 Mart 2015\u2019teki tutulma sonu\u00e7lar\u0131na g\u00f6re sisteme 1.5 saatte 34 GW (90 GW kapasitede) kapasite fark\u0131 oldu. B\u00f6lge\/hava etkili.<\/p>\n

Bitcoin gibi \u015fifreli para birimleri<\/a>, para birimi mi emtia s\u0131n\u0131f\u0131 m\u0131? Kime sordu\u011funa ba\u011fl\u0131 olarak de\u011fi\u015fir. 800 \u015fifreli para birimi var ve 9 tanesinin piyasa de\u011feri 1 milyar $\u2019dan fazla<\/p>\n

Algoritmik al-sat\u2019tan<\/a> WTI\u2019da y\u00f6n\u00fcn\u00fc \u015fa\u015f\u0131rd\u0131. \u00d6nce d\u00fc\u015ft\u00fc, 49\u2019da al geldi, \u00e7\u0131karken benzin stok art\u0131\u015f\u0131 ile ald\u0131\u011f\u0131n\u0131 gene verdi.<\/p>\n

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

Ayd\u0131nlatmadaki fiyat trendleri<\/a> (\u201cThe Long Run Demand for Lighting: Elasticities and Rebound Effects in Different Phases of Economic Development\u201d<\/a>)<\/p>\n

\"\"<\/p>\n

Ukraynal\u0131 Naftogaz ve Gazprom\u2019un tahkimde birbirlerinden talepleri (KyievPost<\/a>)<\/p>\n

\"\"<\/p>\n

IEA\u2019e g\u00f6re b\u00f6lgeler baz\u0131nda gaz ithalat\u0131nda boruhatt\u0131 ve LNG de\u011fi\u015fimi (IEA<\/a>)<\/p>\n

\"\"<\/p>\n

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

ABD\u2019deki LNG tesisinde ne kadar gaz s\u0131v\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131n\u0131 g\u00fcnl\u00fck olarak bulmak i\u00e7in gelen boru hatlar\u0131ndaki g\u00fcnl\u00fck gaz miktar\u0131 haberi ilgin\u00e7ti. 1 Dth\/day=28 m3\/g\u00fcn. \u0130spanya\u2019da iki \u00e7evreci STK 1997 y\u0131l\u0131ndan beri i\u015fleyen \u0130spanya kapasite mekanizmas\u0131na dava a\u00e7t\u0131. \u201cBuildings as Power Stations\u201d, elektrik \u00fcreten binalar. National Grid elektrikli araba senaryolar\u0131n\u0131 yanl\u0131\u015f anlayan haberlere bir a\u00e7\u0131klama yazm\u0131\u015f. Model sonu\u00e7 … Continue reading 9 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\/1193"}],"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=1193"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1193\/revisions"}],"predecessor-version":[{"id":1197,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1193\/revisions\/1197"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1193"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1193"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1193"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}