{"id":1418,"date":"2017-10-18T18:09:39","date_gmt":"2017-10-18T18:09:39","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1418"},"modified":"2017-10-18T18:09:39","modified_gmt":"2017-10-18T18:09:39","slug":"18-ekim-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/10\/18-ekim-2017\/","title":{"rendered":"18 Ekim 2017"},"content":{"rendered":"

Bug\u00fcn s\u00fcr\u00fc ile rapor var. Brattle grup’un k\u00f6m\u00fcr sunumu, Deloitte’in ula\u015ft\u0131rma gelece\u011fi(elektrikli arabada daha pesimist), IEA’in gaz g\u00fcvenli\u011fi, Imperial College’\u0131n \u0130ngiltere elektrik g\u00fcvenli\u011fi… \u00c7in de halk kongresi ba\u015flad\u0131. Xi ekonomiden \u00e7ok \u00e7evre dedi. Oil&Money Conference ve Tokyo(?)daki LNG konferanslar\u0131n\u0131 twitter’dan takip ettim. ABD LNGsine pazar aran\u0131yor, Japonlar Asya pazar\u0131n\u0131 geni\u015fletmek istiyor, Hindistan’da oyunda aktif olmaya \u00e7al\u0131\u015f\u0131yor.\u00a0 Ama LNG ekonomisini k\u00f6m\u00fcr belirleyecek gibi. Petrolde s\u0131k\u0131\u015f\u0131k zamanlara m\u0131 geliyoruz. Almanya’da elektrikli araba \u015farj altyap\u0131s\u0131nda innogy’nin platform denemesi \u00f6rnek olabilir. ABD’de Trump’un vergi d\u00fczenlemesi temiz enerjiye yarar demi\u015f muhafazakar think tank. Grafikler f\u0131rt\u0131nalar\u0131n ABD petrol istatistiklerine etkisi ve FT’nin \u015feyl plato \u00fcretiminde mi grafikleri?
\n
\n\u00d6zetler<\/strong><\/p>\n

Deloitte raporuna g\u00f6re ula\u015ft\u0131rma gelece\u011finde<\/u><\/span><\/a> 4 durum var (ki\u015fisel – payla\u015f\u0131ml\u0131 otonom veya ki\u015fisel payla\u015f\u0131ml\u0131 s\u00fcr\u00fc\u015f). Yani 2 eksen ara\u00e7 sahipli\u011fi ve ara\u00e7 kontrol\u00fc. (s12 tek sayfa): E\u011fer kamusallar bu s\u00fcreci iterse, kendi pozisyonunu da garanti alt\u0131na al\u0131r ve k\u00e2r\u0131 artar.<\/p>\n

\u0130ngiltere’de de s\u00fcrekli medya ve belirli kesim elektrikler kesilecek, elektrik bulamayacaks\u0131n\u0131z deyince, Imperial College \u00fcniversite 40 sayfa rapor <\/a>haz\u0131rlam\u0131\u015f. Hay\u0131r kapasite var diyor, say\u0131sal g\u00f6stergelere bak\u0131yor. s9,s15,s24, s29-30<\/p>\n

K\u00f6m\u00fcrde <\/u><\/span><\/a>ABD\u2019de \u00fcretimin \u00e7o\u011fu bat\u0131da, istihdam\u0131n \u00e7o\u011fu do\u011fuda. Bat\u0131daki yer \u00fcst\u00fc madenlerde i\u015f\u00e7i-saat ba\u015f\u0131na 30 ton, do\u011fudaki yeralt\u0131 madenlerinde 2-5 ton. Brattle sunumunda olay do\u011falgaz fiyatlar\u0131 ana fikir.<\/p>\n

Enerji g\u00fcvenli\u011fi<\/a> hi\u00e7 bir\u015fey olmasa g\u00fcney Avrupa\u2019da ani so\u011fuklar, Meksika k\u00f6rfezinde kas\u0131rgalar, K\u00f6rfez \u00fclkelerindeki diplomatik sorunlardan dolay\u0131 hala \u00f6nemli, enerji g\u00fcvenli\u011fi \u00f6nemli ise esneklik \u00f6nemli. IEA gaz g\u00fcvenli\u011fi raporu<\/a> burada<\/p>\n

Almanya<\/u><\/span><\/a>, \u201c\u0130htiya\u00e7 oldu\u011fu zaman g\u00fc\u00e7 \u00fcretimi \u00e7ok daha \u00f6nemli oluyor\u201d, DIW raporu. Alman enerji ajans\u0131 binalar\u0131n[\u0131s\u0131nma] illa elektrifike edilmesine odaklanmak maliyetleri artt\u0131r\u0131r. \u00d6zel \u015fah\u0131slar\u0131n da \u015farj altyap\u0131s\u0131na dahil olmas\u0131 i\u00e7in Innogy eMarketplace adl\u0131 dijital platform kurdu.<\/p>\n

Oil&Money konferans\u0131nda @oilandmoney<\/u><\/span><\/a>\u2019den: \u00c7in\u2019de Halk Kongresi sonras\u0131 \u00c7in petrol futures kontratlar\u0131 devreye girecek, 45$\/v\u2019de ABD \u00fcretimi ba\u015flar. A\u011f\u0131r yak\u0131t yasa\u011f\u0131ndan sonra 4 mv\/g [fuel oil]\u2019in nereye gidece\u011fi belli de\u011fil. 10 y\u0131l boyunca petrol her y\u0131l %1, do\u011falgaz %2-%2.5 artar.<\/p>\n

\u00c7in talebi<\/u><\/span><\/a> 206 bcm\u2019den 2020\u2019de 300 bcm\u2019e ula\u015f\u0131r. Bernstein\u2019e g\u00f6re \u00c7in gaz piyasas\u0131 \u201calt\u0131n d\u00f6nemine\u201d girdi.<\/p>\n

Rio Tinto\u2019nun ba\u015f\u0131 ABD SPKs\u0131 <\/u><\/span><\/a>ile dertde. Mozambik\u2019te 3 milyar $ denilen k\u00f6m\u00fcr varl\u0131klar\u0131n\u0131n i\u00e7 de\u011ferlendirmesi -680 milyon$\u2019m\u0131\u015f.<\/p>\n

Enel <\/u><\/span><\/a>daha \u00f6nce EnerNOC\u2019u ve pil depolama projesi alm\u0131\u015ft\u0131. Avrupa\u2019n\u0131n piyasa de\u011feri olarak en b\u00fcy\u00fck kamusal\u0131, enerji depolama i\u015fine girecek.<\/p>\n

5 t\u00fcrbin 30 MW<\/u><\/span><\/a>, denizden 25 km uzakta, 263 milyon $ ama d\u00fcnyan\u0131n ilk y\u00fczen r\u00fczgar t\u00fcrbinleri \u0130sko\u00e7ya\u2019da \u015febekeye elektrik vermeye ba\u015flad\u0131. Teknoloji 800 metre derinli\u011fe kadar kullan\u0131labilir.<\/p>\n

Harvey kas\u0131rgas\u0131nda 14 mv\/g olan rafineri i\u015flemleri <\/u><\/span><\/a>6 Ekim haftas\u0131 16.26 mv\/g\u2019e eri\u015fti. NYMEX 3-2-1 crack spread\u2019i 27$\u2019dan 19$\u2019a d\u00fc\u015ft\u00fc ama bir sene \u00f6ncesine g\u00f6re 6$ yukar\u0131da.<\/p>\n

OPEC <\/u><\/span><\/a>kesintileri uzatacak gibi, 9 ay daha 1.8 mv\/g. \u0130lk toplant\u0131 23-24 Ekim, politika belirleme 30 Kas\u0131m. Sene bitmeden anlar\u0131z.<\/p>\n

ABD\u2019de vergi reformu<\/u><\/span><\/a> temiz enerji teknolojilerine de yarar sa\u011flar. ACCF raporu<\/p>\n

\u0130ngiltere\u2019de otonom ve elektrikli ara\u00e7lar kanun <\/u><\/span><\/a>teklifi. Sigorta h\u00fck\u00fcmleri, kaza durumunda sorumluluk s\u0131n\u0131r\u0131\u2026 Otonom ara\u00e7 tan\u0131mlamak yerine Bakan\u0131n yay\u0131nlad\u0131\u011f\u0131 listedeki ara\u00e7lar demi\u015f ge\u00e7mi\u015f.<\/p>\n

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

Harvey ve Nate kas\u0131rgas\u0131 sonras\u0131 ABD petrol \u00fcretimi<\/u><\/span><\/a> nas\u0131l d\u00fc\u015ft\u00fc (sa\u011f en alt)<\/p>\n

\"\"<\/p>\n

ABD \u015feyl \u00fcretiminin zaman ve kuyu rakam\u0131 ile de\u011fi\u015fimi (FT<\/u><\/span><\/a>)<\/p>\n

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

Bug\u00fcn s\u00fcr\u00fc ile rapor var. Brattle grup’un k\u00f6m\u00fcr sunumu, Deloitte’in ula\u015ft\u0131rma gelece\u011fi(elektrikli arabada daha pesimist), IEA’in gaz g\u00fcvenli\u011fi, Imperial College’\u0131n \u0130ngiltere elektrik g\u00fcvenli\u011fi… \u00c7in de halk kongresi ba\u015flad\u0131. Xi ekonomiden \u00e7ok \u00e7evre dedi. Oil&Money Conference ve Tokyo(?)daki LNG konferanslar\u0131n\u0131 twitter’dan takip ettim. ABD LNGsine pazar aran\u0131yor, Japonlar Asya pazar\u0131n\u0131 geni\u015fletmek istiyor, Hindistan’da oyunda aktif olmaya … Continue reading 18 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\/1418"}],"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=1418"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1418\/revisions"}],"predecessor-version":[{"id":1421,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1418\/revisions\/1421"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1418"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1418"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}