{"id":1306,"date":"2017-09-13T18:36:44","date_gmt":"2017-09-13T18:36:44","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1306"},"modified":"2017-09-13T18:40:43","modified_gmt":"2017-09-13T18:40:43","slug":"13-eylul-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/09\/13-eylul-2017\/","title":{"rendered":"13 Eyl\u00fcl 2017"},"content":{"rendered":"<p>Okuma s\u0131ras\u0131 \u00f6nerim: LNG, IBM Watson, Daimler \u00f6zetleri. LNG\u2019de ticaret \u015firketleri (Trafigura, Vitol, Gunvor, Glencore) paylar\u0131n\u0131 h\u0131zla artt\u0131r\u0131yor. Almanya\u2019da sanayide enerji d\u00f6n\u00fc\u015f\u00fcm\u00fcnden rahats\u0131z olan \u00e7ok \u015firket var, rapora g\u00f6re en fazla iklim politikas\u0131 kar\u015f\u0131t\u0131 politika yapanlar aras\u0131nda da 5 Alman \u015firketi var. \u00c7in \u015firketleri zarar\u0131na r\u00fczgar g\u00fcne\u015f i\u015finde gibi bir hava vermi\u015f FT. Daimler, elektrikli arabalar kar pay\u0131m\u0131z\u0131 d\u00fc\u015f\u00fcrecek diyor. Yapay zekada IBM\u2019in Watson \u00f6rne\u011fi \u00f6nemli, algoritmalar\u0131n limitleri konusunda. Yar\u0131m doktor candan, yar\u0131m imam dinden, yar\u0131m zeka da geli\u015fmeden eder.<\/p>\n<p><b>\u00d6zetler<\/b><\/p>\n<p>5 b\u00fcy\u00fck <a href=\"https:\/\/www.cleanenergywire.org\/news\/german-companies-anti-climate-lobby-industry-scathes-energiewende\">Alman \u015firketi:<\/a> BASF, Bayer, Heidelberg Cement, Daimler ve BMW iklim kar\u015f\u0131t\u0131 politikalarda 35 en aktif lobici \u015firketin i\u00e7inde. InfluenceMaps \u00e7al\u0131\u015fmas\u0131 <a href=\"https:\/\/influencemap.org\/report\/Corporate-Carbon-Policy-Footprint-4274a464677481802bd502ffff008d74\">burada<\/a><\/p>\n<p><a href=\"http:\/\/www.slate.com\/blogs\/future_tense\/2017\/09\/06\/report_from_stat_reveals_the_limits_of_ibm_s_watson_for_oncology.html\">Yapay zeka<\/a> gelecek e\u015fitsizlik, dertler bitecek, gelecek orada diyenler, bu makaleyi okusun dengeyi bulsun. IBM Watson kanserde hastalara \u00f6zel tedavi konusunda devrimsel deniyordu. Ama bu en y\u00fcksek kapasiteli yapay zekan\u0131n eski tedavilerden demet sundu\u011fu, neden de a\u00e7\u0131klayamad\u0131\u011f\u0131 tart\u0131\u015f\u0131l\u0131yor. \u00c7ok ger\u00e7ek bir sorun<\/p>\n<p>Vaticanl\u0131 m\u00fczakereciler, Venez\u00fcella Ba\u015fkan\u0131 <a href=\"https:\/\/worldview.stratfor.com\/article\/plan-steady-venezuela-falls-apart-again?utm_source=Twitter&amp;utm_medium=social&amp;utm_campaign=article\">Maduro\u2019nun<\/a> k\u00f6t\u00fc bir durumda K\u00fcba\u2019ya s\u0131\u011f\u0131nmas\u0131 i\u00e7in yoklama yapt\u0131lar ama Havana reddetti. \u00c7\u00fcnk\u00fc Maduro\u2019y\u0131 al\u0131rsa, Venez\u00fcella h\u00fck\u00fcmetinden ald\u0131\u011f\u0131 petrol yard\u0131m\u0131 sekteye u\u011frar, Meksika h\u00fck\u00fcmeti de bu durumda petrol g\u00f6ndermeyi teklif etmi\u015f.<\/p>\n<p><a href=\"https:\/\/www.ft.com\/content\/e2975a52-9889-11e7-a652-cde3f882dd7b?ftcamp=crm\/email\/_2017___09___20170913__\/emailalerts\/Keyword_alert\/product\">Vestas\u2019\u0131n<\/a> hisse de\u011feri son 3 y\u0131lda 2 misline \u00e7\u0131karken, Goldwind ve China Longyuan Power bu kadar kazand\u0131rmad\u0131. SunPower\u2019\u0131n de\u011feri ise %78 d\u00fc\u015ft\u00fc. Yenilenebilirde firmalara yat\u0131r\u0131m i\u00e7in iyi imkanlar, hevesli sermayeden daha az.<\/p>\n<p>Atlantic Council, <a href=\"http:\/\/www.atlanticcouncil.org\/images\/publications\/Indonesias_Diversification_Challenge_web_0912.pdf\">Endonezya<\/a> elektrik sekt\u00f6r raporunu yay\u0131nlad\u0131. (s10) 7 y\u00fczer FSRU ve 62 karasal k\u00fc\u00e7\u00fck gazla\u015ft\u0131rma tesisi planl\u0131yor. Adalar grubu ya, boru hatt\u0131 zor.<\/p>\n<p>ABD petrol \u00fcretimindeki art\u0131\u015f tahminlerinde <a href=\"https:\/\/twitter.com\/HFI_Research\/status\/907701511714619392\">Eagle Ford-Texas<\/a> k\u0131sm\u0131 hayal k\u0131r\u0131kl\u0131\u011f\u0131 sebebi olabilir. Bir anda beklenen ABD \u00fcretimi neden gelmiyor tart\u0131\u015fmaya ba\u015flayabiliriz.<\/p>\n<p>Daimer ba\u015fkan yard\u0131mc\u0131s\u0131, <a href=\"https:\/\/cleantechnica.com\/2017\/09\/13\/daimler-exec-says-evs-half-profitable-conventional-cars-first\/\">elektrikli arabalar\u0131n<\/a> dizel ve petrol arabalar\u0131n ancak yar\u0131s\u0131 kadar karl\u0131 oldu\u011funu s\u00f6yledi. Yani %10 kar yerine, elektrikli ara\u00e7 \u00fcretimi artt\u0131k\u00e7a %5\u2019e d\u00fc\u015fecek. Elektrikli araba yap\u0131m\u0131nda ise daha fazla par\u00e7ay\u0131 \u00fcretmek yerine d\u0131\u015fardan almal\u0131y\u0131z dedi. Mercedes ge\u00e7en sene her seneden fazla dizel satm\u0131\u015f.<\/p>\n<p>Irak\u2019\u0131n <a href=\"https:\/\/mees.com\/2013\/2\/1\/op-ed-documents\/a-critical-look-at-iraqs-oil-contracts\/cdfe3ee0-87ff-11e7-9313-9373d61f35b1\">mevcut petrol kontratlar\u0131n\u0131<\/a> de\u011ferlendiren MEES, imzalanan TSC kontratlar\u0131nda Irak\u2019ta \u00fcretilen petrol\u00fcn %94\u2019\u00fcn\u00fc 20-25 sene Uluslar aras\u0131 petrol \u015firketlerine verdi diyor. Analist a\u011f\u0131r ele\u015ftirmi\u015f.<\/p>\n<p>\u0130svi\u00e7reli ticaret \u015firketleri, Trafigura, Vitol, Gunvor, Glencore,<a href=\"https:\/\/www.reuters.com\/article\/us-lng-tradehouses-insight\/once-fringe-players-swiss-traders-grab-10-billion-slice-of-lng-market-idUSKCN1BN1LM\"> LNG pastas\u0131ndan pay kapmaya <\/a>\u00e7al\u0131\u015f\u0131yor. Ticarette b\u00fcy\u00fck petrol \u015firketlerine rakip olabilirler. \u015eirketler daha fazla likidite, esneklik ve verimlilik getirebilirler. 4 \u015firket bu sene 25 milyon ton LNG(k\u00fcreselde %8.5) hacmine eri\u015fecek. Noble ve BBEnergy ile 30 oluyor.<\/p>\n<p>Stanford \u00fcniversitesinden<a href=\"http:\/\/web.stanford.edu\/group\/efmh\/jacobson\/Articles\/I\/CombiningRenew\/combining.html\"> 100% yenilenebilir makaleleri,<\/a> iki tanesini okumaya \u00e7al\u0131\u015ft\u0131m, depolamayla \u00e7\u00f6zm\u00fc\u015fler \u00e7o\u011funu, birindeki termal depolama kapasitesine inanamad\u0131m. Yine de okumaya de\u011fer.<\/p>\n<p><b>Grafik<\/b><\/p>\n<p>ABD\u2019den d\u00fcnyaya LNG ihracat\u0131 (\u015eub 16 \u2013 Haz 17)<\/p>\n<p id=\"wYXvoes\"><img loading=\"lazy\" decoding=\"async\" width=\"591\" height=\"566\" class=\"alignnone size-full wp-image-1307 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/09\/img_59b97a1ed977c.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/09\/img_59b97a1ed977c.png 591w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/09\/img_59b97a1ed977c-300x287.png 300w\" sizes=\"(max-width: 591px) 100vw, 591px\" \/><\/p>\n<p>Almanya\u2019da yenilenebilir kanununa g\u00f6re al\u0131m garantileri nas\u0131l d\u00fc\u015f\u00fcyor (<a href=\"https:\/\/www.cleanenergywire.org\/news\/booming-german-wind-power-sector-fears-2019-cliff\">Clean Energy Wire)<\/a><\/p>\n<p id=\"KBDcPBQ\"><img loading=\"lazy\" decoding=\"async\" width=\"897\" height=\"611\" class=\"alignnone size-full wp-image-1308 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/09\/img_59b97a296e139.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/09\/img_59b97a296e139.png 897w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/09\/img_59b97a296e139-300x204.png 300w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/09\/img_59b97a296e139-768x523.png 768w\" sizes=\"(max-width: 897px) 100vw, 897px\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Okuma s\u0131ras\u0131 \u00f6nerim: LNG, IBM Watson, Daimler \u00f6zetleri. LNG\u2019de ticaret \u015firketleri (Trafigura, Vitol, Gunvor, Glencore) paylar\u0131n\u0131 h\u0131zla artt\u0131r\u0131yor. Almanya\u2019da sanayide enerji d\u00f6n\u00fc\u015f\u00fcm\u00fcnden rahats\u0131z olan \u00e7ok \u015firket var, rapora g\u00f6re en fazla iklim politikas\u0131 kar\u015f\u0131t\u0131 politika yapanlar aras\u0131nda da 5 Alman \u015firketi var. \u00c7in \u015firketleri zarar\u0131na r\u00fczgar g\u00fcne\u015f i\u015finde gibi bir hava vermi\u015f FT. Daimler, elektrikli &hellip; <a href=\"https:\/\/barissanli.com\/eak\/2017\/09\/13-eylul-2017\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">13 Eyl\u00fcl 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\/1306"}],"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=1306"}],"version-history":[{"count":2,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1306\/revisions"}],"predecessor-version":[{"id":1310,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1306\/revisions\/1310"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1306"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1306"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1306"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}