Ge\u00e7en hafta<\/u><\/span><\/a>, jeopolitik belirsizlikler ve ABD ba\u015fkan\u0131 Trump\u2019un \u0130ran yapt\u0131r\u0131mlar\u0131na dair a\u00e7\u0131klamalar\u0131, \u00c7in\u2019den gelen talep art\u0131\u015f\u0131 ve ABD\u2019de d\u00fc\u015fen stoklar etkili oldu. WTI %4.4 ile ay\u0131n en y\u00fcksek art\u0131\u015f\u0131n\u0131, Brent %1.6 ile iki haftan\u0131n en y\u00fckse\u011fini g\u00f6rd\u00fc.<\/p>\n Nature Reviews Materials\u2019<\/u><\/span><\/a>da kat\u0131 hal elektrolite(ara \u00e7\u00f6zelti) dayal\u0131 pillerin tarihi, geli\u015fimi ve gelece\u011fi. Katmanlar aras\u0131 diren\u00e7 \u00f6nemli, daha \u00e7ok yol var.<\/p>\n Avrupa\u2019n\u0131n(OECD Avrupa?) <\/u><\/span><\/a>petrol talebi 15 mv\/g ile \u00c7in\u2019den b\u00fcy\u00fck. 2008-2013 3 mv\/g Avrupa rafineri kapasitesi kapand\u0131. Eni, Total %15 ve \u00fczeri rafineri marj art\u0131\u015flar\u0131 g\u00f6r\u00fcyor. (5$\/b). Avrupa talebi ise 2014-2016\u2019da 150,000 v\/g artt\u0131.<\/p>\n VW, ge\u00e7en ay en az 5 y\u0131ll\u0131k kobalt al\u0131m\u0131 i<\/u><\/span><\/a>\u00e7in ihaleye \u00e7\u0131km\u0131\u015ft\u0131. Kobalt \u00fcreticileri ate\u015f p\u00fcsk\u00fcrm\u00fc\u015f, hem fiyat d\u00fc\u015f\u00fck hem de teklif bulamam\u0131\u015f. VW\u2019nin tahminlere g\u00f6re 80,000-130,000 ton kobalt\u2019a ihtiyac\u0131 olacak. Mevcut piyasa 100,000 ton\/y\u0131l<\/p>\n Japonya\u2019daki Enerji Ekonomisi enstit\u00fcs\u00fc<\/u><\/span><\/a> g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc yay\u0131nlad\u0131. Excel\u2019i \u00fcyelere. OECD\u2019de primer enerji talebi d\u00fc\u015fer, di\u011ferlerinde y\u00fckselir, hem ki\u015fi ba\u015f\u0131 elektrik ve ara\u00e7 sahipli\u011fi art\u0131yor. \u0130leri teknolojilerde k\u00f6m\u00fcr ile yenilenebilir ancak 2040\u2019da ayn\u0131 seviyede.<\/p>\n ABD\u2019de \u00c7in sayesinde<\/u><\/span><\/a> maliyetler 2010\u2019a g\u00f6re %70 d\u00fc\u015ft\u00fc, 2016 da bir \u00f6nceki y\u0131la g\u00f6re 2 misli kapasite ekledi, 260,000 Amerikal\u0131 g\u00fcne\u015f i\u015finde \u00e7al\u0131\u015f\u0131yor. \u00c7in panellerine ek vergilerle,2012\u2019den bu yana iflas eden 30 ABD panel \u00fcreticisini d\u00fc\u015f\u00fcn\u00fcnce, ABD i\u00e7 sekt\u00f6r\u00fc korumaya \u00e7al\u0131\u015f\u0131yor.<\/p>\n GCC \u00fclkelerind<\/u><\/span><\/a>e dizel 2010-2015\u2019te %4 artarken, 2016\u2019da %6 d\u00fc\u015ft\u00fc. Benzin ise %0.4 d\u00fc\u015ft\u00fc. Sebebi ekonomik aktivite ve gelen vergiler. BAE ayr\u0131l\u0131yor ama k\u00f6rfez \u00fclkelerinde vergiler gelmeye devam ederse, talep d\u00fc\u015fmeye devam eder.<\/p>\n \u0130ngiltere\u2019de tarihi evlerde<\/u><\/span><\/a> tadilat yapman\u0131n zorlu\u011fundan ve izin s\u00fcre\u00e7lerinden dolay\u0131 2006-2013 aras\u0131 3.8 milyar poundluk tasarruf yap\u0131lamad\u0131. 2 milyon ev bu kapsamda. Genelde %10 (elektrik+gaz?) fiyat art\u0131\u015f\u0131, t\u00fcketimi %4.8 azalt\u0131rken, bu evlerde %3.4 azalt\u0131yor. Rapor<\/u><\/span><\/a><\/p>\n Bu y\u0131l\u0131n ilk 9 ay\u0131nda Naftogaz(Ukrayna)<\/u><\/span><\/a> 17.5 milyar m3 gaz ald\u0131, 7.1\u2019i Avrupa piyasas\u0131ndan, kalan\u0131 \u00fcretim. Ge\u00e7en seneye g\u00f6re AB\u2019den ithalatta 2.4 milyar m3 art\u0131\u015f var.<\/p>\n Hindistan\u2019da gaz fiyatlar\u0131na %13\u2019l\u00fck art\u0131\u015f<\/u><\/span><\/a>, talebi \u00e7ok etkilemezmi\u015f. 2025\u2019e kadar talep %7\/y\u0131l artmaya devam eder. Fiyatlar daha \u00e7ok \u015fehir t\u00fcketimlerini etkiler. \u00dcreticiler i\u00e7in iyi haber. Petrokimya ve rafinericiler LNG kullan\u0131yor etkilenmezler, g\u00fcbrede ise nihai fiyat kontrol\u00fc var.<\/p>\n \u0130ngiltere\u2019de tarifelere limit geliyor, bunun \u00f6ncesinde b\u00fcy\u00fck tedarik\u00e7iler t\u00fcketicilerin elektrik ve gazlar\u0131n\u0131 biriken bor\u00e7lara <\/u><\/span><\/a>ra\u011fmen kesmiyor. Sonra bor\u00e7 yap\u0131land\u0131rma ile m\u00fc\u015fteriyi ba\u011flama stratejisi mi, halk\u0131n gelir sorunlar\u0131 m\u0131 anlayamad\u0131m<\/p>\n Avustralya\u2019da alt\u0131n \u00fcretimi<\/u><\/span><\/a> 2021\u2019den sonra d\u00fc\u015f\u00fc\u015fe ge\u00e7ebilir. 2050 ortalar\u0131nda da yar\u0131ya d\u00fc\u015febilir. Alt\u0131n arama harcamalar\u0131 Temmuz\u2019a kadar 12 ayda %26 artt\u0131.<\/p>\n Pil \u00fcretimini Almanya\u2019da merkezile\u015ftirmek, rekabet\u00e7i ve g\u00fc\u00e7l\u00fc Alman otomotiv<\/u><\/span><\/a> sekt\u00f6r\u00fcn\u00fcn devam\u0131n\u0131 sa\u011flar. Gelecek 5-10 y\u0131l i\u00e7inde \u00f6l\u00e7eklenmeli. 2030\u2019lara kadar milyarlarca avro altyap\u0131 yat\u0131r\u0131m\u0131 gerekiyor. Rapor <\/u><\/span><\/a>\u00e7ok iyiymi\u015f.<\/p>\n Grafik<\/strong><\/p>\n Elektrikli araba sekt\u00f6r\u00fcn\u00fcn Alman ekonomisine etkisi [s56](Cambridbge Econometrics<\/u><\/span><\/a>)<\/p>\n Saudi Aramco halka arz yerine \u00c7inlilere do\u011frudan %5 hisse sat\u0131\u015f\u0131n\u0131 g\u00fcndeme getirecek gibi. Kat\u0131 hal pillerinde gelecek var m\u0131? Gelecekten \u00f6nce \u00e7ok yol var. Japonya\u2019da IEEJ\u2019nin enerji g\u00f6r\u00fcn\u00fcm\u00fc daha gelenekselci ama arada hidrojen de var. ABD\u2019nin g\u00fcne\u015fte \u00c7in ikilemi, panelciler mi ucuz panellerle b\u00fcy\u00fcyen ekonomi mi? Hindistan\u2019\u0131n %13 gaz zamm\u0131 talebi \u00e7ok etkilemez. GCC\u2019de benzin … Continue reading 16 Ekim 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\/1409"}],"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=1409"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1409\/revisions"}],"predecessor-version":[{"id":1411,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1409\/revisions\/1411"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1409"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1409"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1409"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/10\/img_59e4ac35e0d0b.png\")
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