{"id":1479,"date":"2017-11-09T16:30:27","date_gmt":"2017-11-09T16:30:27","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1479"},"modified":"2017-11-09T16:30:27","modified_gmt":"2017-11-09T16:30:27","slug":"9-kasim-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/11\/9-kasim-2017\/","title":{"rendered":"9 Kas\u0131m 2017"},"content":{"rendered":"<p>Daniel Yergin\u2019in Petrol kitab\u0131n\u0131 okuyanlar LNG geli\u015fmelerini bir g\u00f6zden ge\u00e7irebilirler. Shell, BG\u2019yi ald\u0131, Total Engie\u2019nin LNG operasyonlar\u0131n\u0131 ald\u0131, ABD Ba\u015fkan\u0131 \u00c7inlilerle ortak proje imzalad\u0131. D\u00fcn ki AB emisyon karar\u0131nda C\u00fcneyt Kazoko\u011flu\u2019na sordum, hem hedef de\u011fi\u015fiyor hem test de\u011fi\u015fiyor, durum karambol(araba \u00fcreticilerine iki defa m\u0131 g\u00f6z yumulacak?). Avrupa\u2019n\u0131n MIFID IIsinden b\u00fcy\u00fck oyuncular fiziksel i\u015flemleri hedgeliyoruz diyerek y\u0131rtt\u0131. Siemens en b\u00fcy\u00fck HVDC trafo testini tamamlad\u0131, \u00c7in yolcusu. ABD enerji bakanl\u0131\u011f\u0131n\u0131n tart\u0131\u015fma koparan son \u201cg\u00fcvenilir yak\u0131t\u201d \u00f6nerisinde k\u00f6m\u00fcrc\u00fcler Peabody, Murray \u201cbiz de i\u015fin i\u00e7indeydik\u201d mealinde a\u00e7\u0131klamalarda bulundular. Vanadium redox piller (VRFB), \u00c7indeki \u00fcretimleri h\u0131zland\u0131racak.<\/p>\n<p><strong>\u00d6zetler<\/strong><\/p>\n<p>D\u00fcn ak\u015fam \u00fczeri Total, <a href=\"https:\/\/www.platts.com\/latest-news\/oil\/london\/total-buys-engies-upstream-lng-business-for-149-21490587\"><span style=\"color: #1155cc;\"><u>Engie\u2019nin <\/u><\/span><\/a>\u00fcstak\u0131\u015f LNG i\u015fini 1.49 milyar $\u2019a sat\u0131n alarak, Total\u2019i 40 milyon ton\/y\u0131l LNG ile ikinci s\u0131raya \u00e7\u0131kard\u0131.<\/p>\n<p>AB ula\u015ft\u0131rma emisyon karar\u0131 sonras\u0131, 2018\u2019de test sisteminin de de\u011fi\u015fmesi ile kafam kar\u0131\u015ft\u0131. <a href=\"https:\/\/twitter.com\/ckazok\"><span style=\"color: #1155cc;\"><u>C\u00fcneyt Kazokoglu\u2019na<\/u><\/span><\/a> sordum. Yani zaten %40\u2019lara varan d\u00fc\u015f\u00fck emisyon g\u00f6steren NEDC\u2019den WLTP test sistemine ge\u00e7ince emisyon d\u00fc\u015f\u00fcrme nereden ba\u015flayacak? <a href=\"https:\/\/co2mpas.io\/index.html\"><span style=\"color: #1155cc;\"><u>Yaz\u0131l\u0131m\u0131 <\/u><\/span><\/a>varm\u0131\u015f.<\/p>\n<p><a href=\"https:\/\/spectrum.ieee.org\/green-tech\/fuel-cells\/its-big-and-longlived-and-it-wont-catch-fire-the-vanadium-redoxflow-battery\"><span style=\"color: #1155cc;\"><u>Vanadium Redox <\/u><\/span><\/a>ak\u0131\u015f pillerinde, \u00c7in\u2019deki pil merkezi i\u00e7in 200 MW-800 MWh pil \u00fcreten fabrika devasa, 20 futbol sahas\u0131 geni\u015fli\u011finde. Bu y\u0131l son 300 MW, y\u0131ll\u0131k hedef 300 GW\/y\u0131l. Kod ad\u0131 VRFB (Vanadium Redox Flow Battery)<\/p>\n<p>ABD <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2017-11-08\/u-s-flexes-refining-muscles-to-satisfy-mexico-fuel-thirst\"><span style=\"color: #1155cc;\"><u>rafinerleri <\/u><\/span><\/a>\u00f6n\u00fcm\u00fczdeki 2 ayda \u00e7ok y\u00fcksek \u00e7al\u0131\u015fma rakamlar\u0131(runs) g\u00f6rebilir. Ve ihra\u00e7 da muhtemelen artarak devam edecek. Meksika\u2019daki rafineriler tam kapasiteye gelene kadar\u2026.<\/p>\n<p>ABD enerji bakanl\u0131\u011f\u0131n\u0131n son aylarda tart\u0131\u015fma koparan<a href=\"https:\/\/www.utilitydive.com\/news\/epa-no-2-nominee-was-present-for-crafting-of-doe-nopr-as-murray-energy-lob\/510428\/\"><span style=\"color: #1155cc;\"><u> \u201cg\u00fcvenilir yak\u0131tl\u0131 santrallere\u201d <\/u><\/span><\/a>destek \u00f6nerisinin arkas\u0131nda yer alan k\u00f6m\u00fcrc\u00fc Murray \u015firketinin lobicisi, EPA (Enviromental Protection Agency)\u2019nin 2 numaral\u0131 koltu\u011fu i\u00e7in senat\u00f6rlerin kar\u015f\u0131s\u0131nda, \u00f6nerinin ilk a\u015famas\u0131nda vard\u0131m dedi<\/p>\n<p>Avrupa\u2019n\u0131n <a href=\"http:\/\/www.reuters.com\/article\/us-eu-mifid-oil\/large-oil-traders-escape-eus-mifid-ii-trading-rules-for-now-idUSKBN1D82G1\"><span style=\"color: #1155cc;\"><u>MIFID II<\/u><\/span><\/a>\u2019nin devreye girmesine 2 ay kala, b\u00fcy\u00fck petrol ve ticareti \u015firketleri \u201cbiz spek\u00fclat\u00f6r de\u011filiz, fiziksel i\u015flemlerimizi hedge ediyoruz\u201d diye \u00e7\u0131k\u0131\u015f\u0131 bulmu\u015f. E\u011fer ka\u011f\u0131t pozisyonlar destek i\u00e7in ise, yani fiziksel i\u015flemleri desteklemek i\u00e7in ise istisna al\u0131yor.<\/p>\n<p>Micheal Bloomberg, 50 milyon $ harcayarak, k\u00f6m\u00fcr kar\u015f\u0131t\u0131 taban hareketlerini destekleyece\u011fini belirtti. <a href=\"https:\/\/www.cleanenergywire.org\/news\/eu-deal-emissions-trading-former-ny-mayor-takes-coal-europe\"><span style=\"color: #1155cc;\"><u>Almanya\u2019da <\/u><\/span><\/a>dizele kar\u015f\u0131 yeni tazminat davalar\u0131 a\u00e7\u0131l\u0131yor. Elektronik sekt\u00f6r\u00fc de daha h\u0131zl\u0131 bir enerji d\u00f6n\u00fc\u015f\u00fcm\u00fc istiyor. Araba sekt\u00f6r\u00fcn\u00fcn kazand\u0131\u011f\u0131 zafer sekt\u00f6re zarar verir diyen var.<\/p>\n<p>Siemens d\u00fcnyan\u0131n <a href=\"http:\/\/utilitiesnetwork.energy-business-review.com\/news\/siemens-completes-testing-for-worlds-first-hvdc-transformer-for-1100-kv-level-081117-5967006\"><span style=\"color: #1155cc;\"><u>en b\u00fcy\u00fck HVDC transformerinin<\/u><\/span><\/a> testlerini tamamlad\u0131. 1100 kV, 587 MVA \u00c7in yolcusu. SGCC 3284 km 1100 HVDC ile 12 GW iletim g\u00fcc\u00fc planl\u0131yor. 2018 sonu devrede.<\/p>\n<p>Sinopec, <a href=\"https:\/\/agdc.us\/wp-content\/uploads\/2017\/11\/Alaska-and-China-Sign-Historic-Joint-Development-Agreement-Press-Release.pdf\"><span style=\"color: #1155cc;\"><u>Alaska <\/u><\/span><\/a>LNG projesi i\u00e7in ortak anla\u015fma imzalad\u0131. 800 mil, 1.1 metre \u00e7ap\u0131nda gaz boru hatt\u0131 ile 20 milyon ton\/y\u0131l LNG tesisi i\u00e7in Sinopec buradan LNG al\u0131r\u0131m diyor.<\/p>\n<p>Alman ye\u015fillerin milletvekili \u201cSPD[Sosyal Demokrat Parti] kendini tamamen <a href=\"https:\/\/www.ft.com\/content\/e4899a7e-c49d-11e7-a1d2-6786f39ef675\"><span style=\"color: #1155cc;\"><u>Nord Stream 2<\/u><\/span><\/a>\u2019nin hizmetine adam\u0131\u015ft\u0131\u201d dedi. SPD \u015fimdi muhalefette.<\/p>\n<p>SoftBank CEOsu Masayoshi Son\u2019un <a href=\"http:\/\/www.globaltimes.cn\/content\/1073862.shtml\"><span style=\"color: #1155cc;\"><u>Asya Super grid\u2019i<\/u><\/span><\/a> Koreden de destek g\u00f6rd\u00fc. \u00c7in\u2019de s\u0131cak. \u00c7inliler de Japonlar Ku\u015fak-Yol\u2019a kar\u015f\u0131 mesafeli diyor. Ama bu s\u00fcper \u015febeke Japonlar\u0131 \u00c7in\u2019lerin Ku\u015fak-Yol projesinde i\u015fbirli\u011fine iter mi?<\/p>\n<p>Enerji \u015firketleri <a href=\"https:\/\/www.greentechmedia.com\/articles\/read\/us-utilities-to-spend-20-billion-on-customer-analytics\"><span style=\"color: #1155cc;\"><u>veri analiti\u011fi ve altyap\u0131s\u0131na <\/u><\/span><\/a>2017\u2019de 4 milyar $ harcad\u0131lar, gelecek 4 y\u0131lda da 16 milyar $ harcayacak.<\/p>\n<p><strong>Grafik<\/strong><\/p>\n<p>London School of Economics Middle East Center\u2019a g\u00f6re \u00fclkelerin olmas\u0131 gereken petrol geliri ve deklere edilen petrol geliri (<a href=\"https:\/\/twitter.com\/baldersdale\/status\/928550766448644098\"><span style=\"color: #1155cc;\"><u>LSEMiddleEastCenter<\/u><\/span><\/a>)<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1273\" height=\"550\" class=\"alignnone size-full wp-image-1480 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/11\/img_5a04827da7589.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/11\/img_5a04827da7589.png 1273w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/11\/img_5a04827da7589-300x130.png 300w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/11\/img_5a04827da7589-768x332.png 768w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/11\/img_5a04827da7589-1024x442.png 1024w\" sizes=\"(max-width: 1273px) 100vw, 1273px\" \/><\/p>\n<p>\u0130ngiltere\u2019de b\u00fcy\u00fck 6\u2019n\u0131n pazar pay\u0131 (<a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2017-11-08\/u-k-may-see-more-utility-mergers-if-watchdog-clears-sse-deal\"><span style=\"color: #1155cc;\"><u>Bloomberg<\/u><\/span><\/a>) Losing power dediyse iltifat etmi\u015f.<\/p>\n<p id=\"rBUbeWK\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"460\" class=\"alignnone size-full wp-image-1481 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/11\/img_5a0482a00d598.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/11\/img_5a0482a00d598.png 800w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/11\/img_5a0482a00d598-300x173.png 300w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/11\/img_5a0482a00d598-768x442.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p id=\"tSwNZiz\">\n","protected":false},"excerpt":{"rendered":"<p>Daniel Yergin\u2019in Petrol kitab\u0131n\u0131 okuyanlar LNG geli\u015fmelerini bir g\u00f6zden ge\u00e7irebilirler. Shell, BG\u2019yi ald\u0131, Total Engie\u2019nin LNG operasyonlar\u0131n\u0131 ald\u0131, ABD Ba\u015fkan\u0131 \u00c7inlilerle ortak proje imzalad\u0131. D\u00fcn ki AB emisyon karar\u0131nda C\u00fcneyt Kazoko\u011flu\u2019na sordum, hem hedef de\u011fi\u015fiyor hem test de\u011fi\u015fiyor, durum karambol(araba \u00fcreticilerine iki defa m\u0131 g\u00f6z yumulacak?). Avrupa\u2019n\u0131n MIFID IIsinden b\u00fcy\u00fck oyuncular fiziksel i\u015flemleri hedgeliyoruz diyerek &hellip; <a href=\"https:\/\/barissanli.com\/eak\/2017\/11\/9-kasim-2017\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">9 Kas\u0131m 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\/1479"}],"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=1479"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1479\/revisions"}],"predecessor-version":[{"id":1482,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1479\/revisions\/1482"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1479"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1479"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1479"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}