{"id":1198,"date":"2017-08-10T14:49:46","date_gmt":"2017-08-10T14:49:46","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1198"},"modified":"2017-08-10T14:50:46","modified_gmt":"2017-08-10T14:50:46","slug":"10-agustos-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/08\/10-agustos-2017\/","title":{"rendered":"10 A\u011fustos 2017"},"content":{"rendered":"

Tankercilere g\u00f6re petrol talebi g\u00fc\u00e7l\u00fc. Spek\u00fclat\u00f6re g\u00f6re 2020\u2019de 100$ m\u00fcmk\u00fcn. Araba \u00fcreticileri ve par\u00e7a tedarik\u00e7ilerinin gelir ve kazan\u00e7lar\u0131 \u00e7ok farkl\u0131. \u0130ngiltere\u2019de b\u00fcy\u00fck enerji \u015firketleri hizmet kalitesinde son s\u0131ralarda. Nissan pil i\u015fini \u00c7inlilere satt\u0131. Avustralya, LNG ihracat\u0131n\u0131n en b\u00fcy\u00fcklerinden bir tane ithalat terminali ile de ithalat hubu kuracak, Suudi Arabistan\u2019\u0131n petrol ithal etmesi gibi. Pil sekt\u00f6r\u00fcnde batan \u015firket de \u00e7ok. Alman araba kiralama \u015firketleri dizel ara\u00e7 elden \u00e7\u0131karma fiyatlar\u0131nda ciddi bir d\u00fc\u015f\u00fc\u015f g\u00f6rm\u00fcyor. ABD\u2019de 2015 y\u0131l\u0131nda son 10 y\u0131l\u0131n en d\u00fc\u015f\u00fck enerji nihai t\u00fcketici harcamas\u0131 oldu, \u00e7o\u011fu petrol.<\/p>\n

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

Araba \u00fcreticileri<\/a> (VW,BMW) tedarik\u00e7iler(Bosch vs): Bug\u00fcn tedarik\u00e7ilerin par\u00e7alar\u0131 araban\u0131n %70, 1990\u2019da 40-50%ydi. Ortalama 30,000 par\u00e7a var bir arabada. G\u00fcvenlik \u00f6nlemleri bug\u00fcn araba maliyetine 2500$ ekliyor, ilerde 3000-3500$\u2019a \u00e7\u0131kacak. Otonom piyasa da 2025\u2019te 93 milyar$<\/p>\n

Euronav CEOsu<\/a> Paddy Rogers, tanker ve petrol talebinin g\u00fc\u00e7l\u00fc oldu\u011funu, fiyatlar\u0131n 30-80 $ band\u0131nda oldu\u011fu s\u00fcrece sorun olmad\u0131\u011f\u0131n\u0131 s\u00f6yledi. 18-22 ya\u015f\u0131nda gemiler genelde emekliye ayr\u0131l\u0131yor. Gemi yap\u0131m\u0131 devlet s\u00fcbvansiyonlu bir i\u015f diye bir iddia da bulundu.<\/p>\n

Andurand\u2019a<\/a> 2020\u2019de 100$ petrol fiyat\u0131n\u0131 m\u00fcmk\u00fcn g\u00f6r\u00fcyor. \u201cBen ger\u00e7ekten yap\u0131sal olarak yat\u0131r\u0131m maliyetlerinin d\u00fc\u015ft\u00fc\u011f\u00fcne ve elektrikli arabalar\u0131n b\u00fcy\u00fck etki yapaca\u011f\u0131na inanm\u0131yorum\u201d dedi.<\/p>\n

\u0130ngiltere\u2019de 4 kategorideki elektrik hizmet kalitesi<\/a> s\u0131ralamas\u0131nda b\u00fcy\u00fck firmalar dipte. \u201cM\u00fc\u015fteri hizmetleri\u201d, \u201cparan\u0131n kar\u015f\u0131l\u0131\u011f\u0131\u201d, \u201cfaturadaki do\u011fruluk ve a\u00e7\u0131kl\u0131k\u201d, \u201cenerji tasarrufuna yard\u0131m\u201d<\/p>\n

Korenin en b\u00fcy\u00fck rafinericisi SK Innovation<\/a> y\u0131lda 50 farkl\u0131 \u00e7e\u015fit petrol al\u0131yor. 12-15 ayr\u0131 \u00e7e\u015fidi kar\u0131\u015ft\u0131rarak \u00fcretimi optimize ediyor. SK 2016\u2019da 1 milyon varil Kazak petrol\u00fc alm\u0131\u015fken bu sene 6.25 milyon varil ald\u0131. Novorossissk\u2019ten Kore 1 ay s\u00fcr\u00fcyor.<\/p>\n

Nissan<\/a> pil i\u015fini \u00c7inli GSR Capital\u2019e 1 milyar $\u2019a sat\u0131yor.<\/p>\n

Tesla otonom elektrikli t\u0131r testine<\/a> \u00e7ok yak\u0131n. Ara\u015ft\u0131rmac\u0131 ekonomik de\u011fil diyor \u201cPil kargon olur\u201d<\/p>\n

ABD\u2019deki g\u00fcne\u015f tutulmas\u0131<\/a> 113 km\u2019lik koridorda tam etkili olacak, 9000 MW g\u00fcne\u015f enerjisi 90 dakika il\u00e2 3 saat olmayabilir, do\u011fal gaz\u0131n kendini parlatma \u015fans\u0131 demi\u015f Bloomberg.<\/p>\n

\u00c7ok umut vaat eden, \u015febeke tipi, tuzlu su pil \u015firketi Aquin energy<\/a> Mart\u2019ta iflas ba\u015fvurusu yapm\u0131\u015ft\u0131. 300$\/kWh hedefi, h\u0131zla lityum taraf\u0131ndan ge\u00e7ildi. 9.2 milyon $\u2019a sat\u0131ld\u0131.<\/p>\n

ABD\u2019de 2015 y\u0131l\u0131ndaki nihai t\u00fcketici enerji harcamalar\u0131<\/a> 10 y\u0131l\u0131n en d\u00fc\u015f\u00fc\u011f\u00fc. Toplam 1.27 trilyon $ ve 2014\u2019e g\u00f6re reel bazda %20 daha d\u00fc\u015f\u00fck. Harcamalar\u0131n %45\u2019i ula\u015ft\u0131rma. T\u00fcm enerji harcamalar\u0131n\u0131n %11\u2019i California<\/p>\n

Nordstream 2\u2019den gaz\u0131 al\u0131p daha do\u011fuya g\u00f6t\u00fcrecek Eugal boru hatt\u0131<\/a> haz\u0131rl\u0131klar\u0131 ba\u015flam\u0131\u015f. Gascade ortak ar\u0131yor. 51 bcm. Seneye Alman gaz geli\u015fim planlar\u0131nda yer almas\u0131 bekleniyor.<\/p>\n

D\u00fcnyan\u0131n en b\u00fcy\u00fck LNG ihracat\u00e7\u0131lar\u0131ndan olan Avustralya\u2019da<\/a> Melbourne\u2019un 80 km g\u00fcneyinde LNG ithalat terminali kurulacak. \u201cBu Suudi Arabistan\u2019\u0131n petrol ithalat terminali kurmas\u0131 gibi\u201d. 250 milyon$l\u0131k tesis, 2019\u2019da in\u015faat, 2020-21\u2019de i\u015fletmede. Bir di\u011fer haberde \u201cimport hub\u201d<\/a> denmi\u015f.<\/p>\n

Almanya\u2019daki<\/a> araba kiralama \u015firketleri dizel skandal\u0131ndan etkilenmediler. Dikkatle izliyorlar, zaten yeni filolar\u0131n \u00e7o\u011fu Euro 6 ve arabalar\u0131n son de\u011ferlerinde de (elden \u00e7\u0131karma) \u00e7ok b\u00fcy\u00fck d\u00fc\u015f\u00fc\u015f g\u00f6rmemi\u015fler. CDU partisi de minimum CO2 fiyat\u0131na kar\u015f\u0131<\/p>\n

Al\u00fcminyum<\/a> bu sene %19 de\u011fer kazand\u0131, \u00c7in\u2019de ka\u00e7ak ve kirlilik sebebi ile kapasite k\u0131s\u0131nt\u0131s\u0131 haberi gelince tonu 2008$\u2019a \u00e7\u0131kt\u0131. \u00c7in\u2019in Shangdon b\u00f6lgesinde 3.21 milyon ton kapasite kapat\u0131lmas\u0131 istendi.<\/p>\n

British Gas<\/a> ye\u015fil y\u00fckler (k\u00fclfetler) ve \u015febeke bedelleri y\u00fcz\u00fcnden %12.5 zam yapmam gerek dedi. \u0130ngiltere\u2019deki gazetelerin bir k\u0131sm\u0131 ye\u015fil politikalar bir k\u0131sm\u0131 ge\u00e7en sene 381 milyon pound kar edip y\u00f6neticilere y\u00fckl\u00fc \u00f6deme yapan \u015firketleri su\u00e7luyor. Ama \u00e7ar\u015f\u0131 kar\u0131\u015ft\u0131.<\/p>\n

OPEC\u2019in<\/a> uzun d\u00f6nemli stratejisinin tarih\u00e7esi.<\/p>\n

Grafik<\/strong><\/p>\n

D\u00fcnya lityum rezervleri ve \u00fcretim (USGS<\/a>)<\/p>\n

\"\"<\/p>\n

ABD\u2019de nihai t\u00fcketici harcamalar\u0131n\u0131n sekt\u00f6rel da\u011f\u0131l\u0131m\u0131 (EIA<\/a>)<\/p>\n

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

Tankercilere g\u00f6re petrol talebi g\u00fc\u00e7l\u00fc. Spek\u00fclat\u00f6re g\u00f6re 2020\u2019de 100$ m\u00fcmk\u00fcn. Araba \u00fcreticileri ve par\u00e7a tedarik\u00e7ilerinin gelir ve kazan\u00e7lar\u0131 \u00e7ok farkl\u0131. \u0130ngiltere\u2019de b\u00fcy\u00fck enerji \u015firketleri hizmet kalitesinde son s\u0131ralarda. Nissan pil i\u015fini \u00c7inlilere satt\u0131. Avustralya, LNG ihracat\u0131n\u0131n en b\u00fcy\u00fcklerinden bir tane ithalat terminali ile de ithalat hubu kuracak, Suudi Arabistan\u2019\u0131n petrol ithal etmesi gibi. Pil sekt\u00f6r\u00fcnde … Continue reading 10 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\/1198"}],"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=1198"}],"version-history":[{"count":2,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1198\/revisions"}],"predecessor-version":[{"id":1202,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1198\/revisions\/1202"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1198"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1198"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1198"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}