{"id":1502,"date":"2017-11-16T19:02:28","date_gmt":"2017-11-16T19:02:28","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1502"},"modified":"2017-11-16T19:07:58","modified_gmt":"2017-11-16T19:07:58","slug":"16-kasim-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/11\/16-kasim-2017\/","title":{"rendered":"16 Kas\u0131m 2017"},"content":{"rendered":"

Bug\u00fcn Amrita Sen’in 2.5 dakikal\u0131k videosu size yeter, art\u0131k petrolde stoklar da azald\u0131\u011f\u0131ndan tampon kalmad\u0131, jeopolitik daha sert fiyatlan\u0131r, seneye daha s\u0131\u00e7ramal\u0131 fiyat g\u00f6r\u00fcr\u00fcz demi\u015f. Columbia’n\u0131n LNG raporu \u00e7ok iyi g\u00f6r\u00fcn\u00fcyor, talep taraf\u0131nda yeni ithalat\u00e7\u0131lar h\u0131zla tesis kurup(FSRU gibi) h\u0131zla talep olu\u015ftururken, arz bunu kestiremeyebilir, yani bir anda a\u00e7\u0131k da olabilir, fazla da. <\/span><\/span><\/p>\n

\u00d6zetler<\/b><\/span><\/span><\/p>\n

Columbia’n\u0131n LNG raporunda<\/a>, yeni ithalat\u00e7\u0131lar\u0131n piyasay\u0131 \u015fekillendirdi\u011fi s\u00f6ylenmi\u015f. Sonucu okudum, ithalat\u00e7\u0131lar\u0131n tesisleri daha \u00e7abuk kurmas\u0131 ve yat\u0131r\u0131m yap\u0131p yapmayacaklar\u0131 belirsizlikleri talep kestiriminde sorun olur demi\u015f. Bakm\u0131\u015fs\u0131n LNG yok.<\/span><\/span><\/span><\/span><\/p>\n

ABD’nin propan(LPG) ihracat\u0131<\/a> 1 mv\/g \u00e7o\u011funluk do\u011fu Asya, 2.3 mv\/g akaryak\u0131t ihracat\u0131n\u0131n yar\u0131s\u0131 benzin yar\u0131s\u0131 orta dam\u0131t\u0131lm\u0131\u015f \u00fcr\u00fcnler(dizel).<\/span><\/span><\/p>\n

GE<\/a> havac\u0131l\u0131k, sa\u011fl\u0131k ve elektri\u011fe yo\u011funla\u015facak. Plan\u0131 a\u00e7\u0131klay\u0131nca hisseleri %7 d\u00fc\u015ft\u00fc. GE b\u00fcy\u00fck gaz sat\u0131\u015f\u0131 t\u00fcrbin sat\u0131\u015flar\u0131n\u0131 2017 i\u00e7in 40’dan 30’a, 2018 i\u00e7in 75’ten 65’e d\u00fc\u015f\u00fcrd\u00fc. <\/span><\/span>Yenilenebilirde gelir %13 artt\u0131 ama marj yok.<\/span><\/span><\/p>\n

RAND’\u0131n otonom ara\u00e7 raporunda<\/a> iki senaryo \u00e7al\u0131\u015f\u0131lm\u0131\u015f. Otonom ara\u00e7lar\u0131n m\u00fckemmele yak\u0131n olmas\u0131 (%90 g\u00fcvenli) veya ortalama s\u00fcr\u00fcc\u00fcden biraz daha iyi (%10 g\u00fcvenli). Otonom ara\u00e7lar ne kadar erken hatta m\u00fckemmel olmadan devreye al\u0131n\u0131rsa o kadar \u00e7ok trafik kazas\u0131 \u00f6l\u00fcm\u00fc engellenir.<\/span><\/span><\/p>\n

Venezuella pazartesi 200 milyon $ borcunu \u00f6deyemedi ve S&P Venez\u00fclla’n\u0131n iflas\u0131n\u0131 a\u00e7\u0131klad\u0131. 1.9 mv\/g \u00fcretimi var. Bir sene \u00f6ncesine g\u00f6re 240,000 v\/g d\u00fc\u015ft\u00fc. \u00c7inliler bor\u00e7ta sabr\u0131 kalmad\u0131. Ruslar avantaj g\u00f6r\u00fcyor ama bor\u00e7 \u00f6denemeyince Rosneft hisseleri de %4 d\u00fc\u015ft\u00fc. T\u00fcm petrol sistemi i\u00e7in risk<\/span><\/span><\/p>\n

Intel Cyberhawk ile kulland\u0131\u011f\u0131 drone<\/a> da, 1-5 milyon $\/g\u00fcn gelir kay\u0131plar\u0131n\u0131 engelleyecek \u015fekilde gaz terminallerini denetleyebilir.<\/span><\/span><\/p>\n

Tayland’\u0131n<\/a> en b\u00fcy\u00fck k\u00f6m\u00fcr madencsi Banpu’nun fonlamas\u0131yla yat\u0131r\u0131m yapan \u015firketi Kalnin Ventures, “insanlar gazla ilgili mesafeli, bu iyi biz onlar\u0131n mesafeli olmas\u0131n\u0131 isteriz”. ABD’de 355 kuyuda \u00fcretiminden portf\u00f6y\u00fc var, az risk yeter bize <\/span><\/span>diyor. Para Tayland’dan san\u0131r\u0131m.<\/span><\/span><\/p>\n

Yorumlar\u0131n\u0131 ka\u00e7\u0131rmad\u0131\u011f\u0131m Energy Aspects’den Amrita Sen: <\/a><\/span><\/span>Irak 300,000 v\/g <\/span><\/span>\u00fcretim d\u00fc\u015ft\u00fc, \u0130ran \u00fcretimi artt\u0131ram\u0131yor<\/span><\/span> , Venez\u00fcella \u00fcretimi d\u00fc\u015f\u00fcyor, stok d\u00fc\u015ft\u00fc, \u00fcretim kapasitesi de \u00e7ok yok. Bir <\/span><\/span>tampon<\/span><\/span> kalmad\u0131\u011f\u0131ndan jeopolitik daha \u00f6nemli olacak.<\/span><\/span><\/p>\n

Norve\u00e7’in varl\u0131k fonu <\/a>1 trilyon $ de\u011feri ile petrol ve gaz stoklar\u0131ndan \u00e7\u0131kmay\u0131 \u00f6nerdi. Aramco IPO(halka arz\u0131na) k\u00f6t\u00fc haber.<\/span><\/span><\/p>\n

Brezilya’n\u0131n<\/a> \u00fcretimi ilk 10 ayda 155,000 v\/g artarak 2.6 mv\/g’e geldi. 2.8 mv\/g’e \u00fcretimi artarken, talebinin de 1.78 mv\/g’e \u00e7\u0131kmas\u0131 bekleniyor. Brezilya’dan uzak Asya’ya VLCC ton-mil (deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131) talebinin y\u0131lda %8.4 artmas\u0131 bekleniyor. <\/span><\/span><\/p>\n

“Yanl\u0131\u015fl\u0131\u011f\u0131 ispatlanamayan hi\u00e7bir fikir bilim de\u011fil” dizi-bilime <\/a>felsefeci yorumu.<\/span><\/span><\/p>\n

Grafikler<\/b><\/span><\/span><\/p>\n

\u00d6nemli \u00fcretici \u00fclkelerdeki zirve \u00fcretimlerden uzakl\u0131k (EnergyFuse<\/a>)<\/span><\/span><\/span><\/span><\/p>\n

\"LostProduction\"<\/p>\n

\"\"<\/p>\n

12 geli\u015fen LNG ihracat\u00e7\u0131s\u0131n\u0131n ithalat tesis tipi (CGEP<\/a>)<\/span><\/span><\/span><\/span><\/p>\n

\"\"<\/p>\n

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

Bug\u00fcn Amrita Sen’in 2.5 dakikal\u0131k videosu size yeter, art\u0131k petrolde stoklar da azald\u0131\u011f\u0131ndan tampon kalmad\u0131, jeopolitik daha sert fiyatlan\u0131r, seneye daha s\u0131\u00e7ramal\u0131 fiyat g\u00f6r\u00fcr\u00fcz demi\u015f. Columbia’n\u0131n LNG raporu \u00e7ok iyi g\u00f6r\u00fcn\u00fcyor, talep taraf\u0131nda yeni ithalat\u00e7\u0131lar h\u0131zla tesis kurup(FSRU gibi) h\u0131zla talep olu\u015ftururken, arz bunu kestiremeyebilir, yani bir anda a\u00e7\u0131k da olabilir, fazla da. \u00d6zetler Columbia’n\u0131n … Continue reading 16 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\/1502"}],"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=1502"}],"version-history":[{"count":3,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1502\/revisions"}],"predecessor-version":[{"id":1509,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1502\/revisions\/1509"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1502"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1502"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1502"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}