{"id":1236,"date":"2017-08-18T13:15:30","date_gmt":"2017-08-18T13:15:30","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1236"},"modified":"2017-08-18T13:17:35","modified_gmt":"2017-08-18T13:17:35","slug":"18-agustos-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/08\/18-agustos-2017\/","title":{"rendered":"18 A\u011fustos 2017"},"content":{"rendered":"<p>Bu \u00f6zetleri sabah haz\u0131rlarsam, \u00c7in-Hindistan, \u00d6\u011flen haz\u0131rlarsam AB-\u0130ngiltere, 17den sonra haz\u0131rlarsam Amerikalar vs a\u011f\u0131rl\u0131kl\u0131 oluyor. Bu saatlerde ise biraz arafta kal\u0131yor. Goldman Sachs&#8217;\u0131n gaz ticaret hacmi \u015fa\u015f\u0131rt\u0131c\u0131, da\u011f\u0131t\u0131m \u015firketlerine yeni ad aran\u0131yor, Almanya&#8217;da dizel deste\u011fi d\u00fc\u015ft\u00fc, Henry Hub&#8217;u daha fazla ABD d\u0131\u015f\u0131 i\u015flemler i\u00e7in kullanmaya m\u0131 ba\u015flad\u0131lar, b\u00f6lgesel \u0131s\u0131tma ve pasif fonlar. Grafiklerde ICIS&#8217;in TTF ve Brent yani gaz ve petrol fiyat korelasyonlar\u0131 var.<\/p>\n<p><b>\u00d6zetler<\/b><\/p>\n<p><a href=\"https:\/\/www.wsj.com\/articles\/wrong-way-gas-bet-fueled-goldmans-second-quarter-swoon-1503048600\">Goldman Sachs<\/a>, gaz ticaretinden 2.\u00e7eyrekte 100 milyon $ kaybetti. Sebebi Marcellus\u2019da bitece\u011fini \u00f6ng\u00f6rerek yapt\u0131klar\u0131 fiyat tahmininde boru hatt\u0131n\u0131n gecikmesi ile fiyatlar\u0131n \u00e7ak\u0131lmas\u0131.GS, Kuzey Amerika\u2019daki en b\u00fcy\u00fck gaz tacirlerinden, 1. BP 640 milyon m3\/g\u00fcn, Goldman 140+ milyon m3\/g\u00fcnde<\/p>\n<p><a href=\"https:\/\/www.enerquire.com\/blog\/where-lies-the-future-business-model-for-energy-utilities-in-the-us\">Da\u011f\u0131t\u0131m \u015firketleri <\/a>\u201cAk\u0131ll\u0131 Entegrat\u00f6r\u201dler olarak, kWh yerine enerji hizmetlerini mi pazarlayacaklar. Ya da New York\u2019un enerji de\u011fi\u015fimindeki gibi Da\u011f\u0131t\u0131m Sistem Platform Sa\u011flay\u0131c\u0131s\u0131 (DSPP) mi olacaklar. Elektrik kamusal\u0131 yerine enerji hizmet kamusal\u0131na d\u00f6n\u00fc\u015f\u00fcm\u00fc tarihsel referanslarla tart\u0131\u015f\u0131yor.<\/p>\n<p><a href=\"https:\/\/www.cleanenergywire.org\/news\/diesel-popularity-drops-study-germanys-first-wind-park-turns-30\">Almanya\u2019da<\/a> yap\u0131lan ankette dizel ara\u00e7 almay\u0131 planlayanlar\u0131n oran\u0131 2015\u2019teki %31\u2019den %18\u2019e d\u00fc\u015ft\u00fc. Hibrit(%15) ve elektrik(%5) artt\u0131. Limuzin ve SUV populerli\u011fi artt\u0131. Se\u00e7im sonras\u0131 koalisyon g\u00f6r\u00fc\u015fmelerinde Ye\u015filler 2030 gibi i\u00e7ten yanmal\u0131 motorlar\u0131 yasaklamak istiyor. \u00dclkenin ilk r\u00fczgar park\u0131 30 ya\u015f\u0131na bast\u0131.<\/p>\n<p>Trump\u2019un<a href=\"http:\/\/www.atlanticcouncil.org\/publications\/issue-briefs\/america-first-energy-plan\"> \u201cAmerica First\u201d enerji plan\u0131 <\/a>3 temel par\u00e7aya dayan\u0131yor. 1)d\u00fc\u015f\u00fck maliyetli ABD fosil yak\u0131tlar\u0131n\u0131 artt\u0131rarak istihdam ve enerji ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131, 2) k\u00f6m\u00fcr sekt\u00f6r\u00fcn\u00fc canland\u0131r, 3)Obama d\u00f6nemi iklim politikalar\u0131n\u0131 geri al. D\u00fc\u015f\u00fck petrol fiyatlar\u0131nda sekt\u00f6re umut oldu diyor, rapordaki yat\u0131r\u0131m maliyet rakamlar\u0131 \u00e7ok u\u00e7uk<\/p>\n<p><a href=\"https:\/\/www.naturalgasworld.com\/ggp-venezuela-crisis-is-the-hidden-consequence-of-saudi-arabias-oil-price-war-54667\">Venez\u00fcella<\/a>, Suudi Arabistan\u2019\u0131n fiyat sava\u015f\u0131n\u0131n tahmin edilemeyen bir sonucu mu? Venez\u00fcella\u2019da petrol, ithalat\u0131n %96s\u0131, h\u00fck\u00fcmet gelirlerinin %40\u0131.<\/p>\n<p><a href=\"http:\/\/www.theenergycollective.com\/energy-innovation-llc\/2410892\/u-s-doe-report-shows-renewables-can-help-utilities-avoid-risky-investments\">ABD\u2019de IRP(<\/a>entegre kaynak planlamas\u0131) yapan 12 \u015firketin yeni yat\u0131r\u0131mlarda %20 k\u00f6m\u00fcr, %15 r\u00fczgar, %25 di\u011fer kaynaklardan elektrik planlamas\u0131 yaparken, %50 r\u00fczgar %50 gaz ger\u00e7ekle\u015fmesi olmu\u015f. Planlama ile sat\u0131n alma\/ger\u00e7ekle\u015fme aras\u0131ndaki bu ili\u015fkileri<a href=\"https:\/\/emp.lbl.gov\/publications\/exploring-relationship-between\"> inceleyen yay\u0131n burada<\/a>.<\/p>\n<p><a href=\"https:\/\/www.wsj.com\/articles\/global-trade-thrusts-louisianas-henry-hub-into-center-of-natural-gas-world-1502967607\">Henry Hub<\/a> fiyatlar\u0131 daha fazla k\u00fcresel oyuncunun ticaret yapt\u0131\u011f\u0131 fiyatlar haline geliyor. ABD\u2019deki ticaret saatlerinin d\u0131\u015f\u0131ndaki saatlerde yap\u0131lan ticaret ge\u00e7en seneki ilk 6aya g\u00f6re %31 artt\u0131. 2025\u2019te di\u011fer ABD ihra\u00e7 terminalleri de biti\u011finde henry hub tabanl\u0131 kontratlar\u0131n [k\u00fcresel?]pay\u0131 %30 olacak. BP\u2019ye g\u00f6re HH do\u011fal \u00e7apa<\/p>\n<p><a href=\"http:\/\/www.decentralized-energy.com\/articles\/2017\/08\/vattenfall-eyes-district-heating-opportunity-in-germany.html\">B\u00f6lgesel \u0131s\u0131tma<\/a>, AB\u2019deki alan \u0131s\u0131tma ve s\u0131cak suyun %9unu kar\u015f\u0131l\u0131yor. AB\u2019nin enerji talebinin %40\u2019\u0131 \u0131s\u0131tma ve so\u011futma. Gelecek 5 y\u0131lda Vattenfall, Berlin\u2019de 2.35 milyar $ harcamay\u0131 d\u00fc\u015f\u00fcn\u00fcyor, yar\u0131s\u0131 b\u00f6lgesel \u0131s\u0131tma. Berlin\u2019deki tesisi k\u00f6m\u00fcrden gaza ge\u00e7ecek. Vattenfall Berlin\u2019de %20, Hamburg\u2019da %30 \u0131s\u0131tma pay\u0131na sahip.<\/p>\n<p>\u201c<a href=\"https:\/\/www.wsj.com\/articles\/worlds-biggest-pension-fund-wants-to-stop-index-trackers-eating-the-economy-1502974668\">Pasif fonlar<\/a> Marksizm\u2019den k\u00f6t\u00fc\u201d. Mal\u0131n veya hissenin kendisine de\u011fil de, de\u011ferinin hesab\u0131ndan endekslenen fonlara yat\u0131r\u0131m yapanlar k\u0131nanm\u0131\u015f.<\/p>\n<p>Illinois\u2019deki kay\u0131zinciri insiyatifinin <a href=\"https:\/\/www.youtube.com\/watch?v=J3-7ECQoDwY\">webiner<\/a> ve <a href=\"https:\/\/medium.com\/the-illinois-blockchain-initiative\/national-association-of-regulatory-utilities-commissioners-naruc-blockchain-101-webinar-7d3433c9f0f2\">sunumlar\u0131<\/a><\/p>\n<p><b>Grafikler<\/b><\/p>\n<p>Kuzey Amerika\u2019daki en b\u00fcy\u00fck gaz tacirleri (<a href=\"https:\/\/www.wsj.com\/articles\/wrong-way-gas-bet-fueled-goldmans-second-quarter-swoon-1503048600\">WSJ<\/a>)<\/p>\n<p id=\"cIZcrOb\"><img loading=\"lazy\" decoding=\"async\" width=\"587\" height=\"491\" class=\"alignnone size-full wp-image-1237 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/08\/img_5996e842b2c08.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/08\/img_5996e842b2c08.png 587w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/08\/img_5996e842b2c08-300x251.png 300w\" sizes=\"(max-width: 587px) 100vw, 587px\" \/><\/p>\n<p>Petrol ve Gas ili\u015fkisi Avrupa\u2019da ne durumda (<a href=\"https:\/\/twitter.com\/ICIS_TTF\/\">ICIS<\/a>)<\/p>\n<p id=\"NLtiauz\"><img loading=\"lazy\" decoding=\"async\" width=\"547\" height=\"561\" class=\"alignnone size-full wp-image-1238 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/08\/img_5996e84e68526.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/08\/img_5996e84e68526.png 547w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/08\/img_5996e84e68526-293x300.png 293w\" sizes=\"(max-width: 547px) 100vw, 547px\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bu \u00f6zetleri sabah haz\u0131rlarsam, \u00c7in-Hindistan, \u00d6\u011flen haz\u0131rlarsam AB-\u0130ngiltere, 17den sonra haz\u0131rlarsam Amerikalar vs a\u011f\u0131rl\u0131kl\u0131 oluyor. Bu saatlerde ise biraz arafta kal\u0131yor. Goldman Sachs&#8217;\u0131n gaz ticaret hacmi \u015fa\u015f\u0131rt\u0131c\u0131, da\u011f\u0131t\u0131m \u015firketlerine yeni ad aran\u0131yor, Almanya&#8217;da dizel deste\u011fi d\u00fc\u015ft\u00fc, Henry Hub&#8217;u daha fazla ABD d\u0131\u015f\u0131 i\u015flemler i\u00e7in kullanmaya m\u0131 ba\u015flad\u0131lar, b\u00f6lgesel \u0131s\u0131tma ve pasif fonlar. Grafiklerde ICIS&#8217;in TTF &hellip; <a href=\"https:\/\/barissanli.com\/eak\/2017\/08\/18-agustos-2017\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">18 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\/1236"}],"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=1236"}],"version-history":[{"count":4,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1236\/revisions"}],"predecessor-version":[{"id":1242,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1236\/revisions\/1242"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1236"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1236"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1236"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}