{"id":1526,"date":"2017-11-23T17:38:13","date_gmt":"2017-11-23T17:38:13","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1526"},"modified":"2017-11-23T17:38:13","modified_gmt":"2017-11-23T17:38:13","slug":"23-kasim-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/11\/23-kasim-2017\/","title":{"rendered":"23 Kas\u0131m 2017"},"content":{"rendered":"

\u015eili’de politik belirsizlik\u00a0 bak\u0131rda fiyat hareketiydi, art\u0131k de\u011fil. Hindistan 2018 sonuna kadar %100 konut elektrifikasyonunu ba\u015faramayacak gibi. Karbon fiyatlar\u0131nda k\u00fcresel tecr\u00fcbeler. \u0130ngilizler AB’den \u00e7\u0131k\u0131yor ama \u0130rlanda’ya da bir fatura patl\u0131yor. Almanya linyit ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n\u0131 bitirebilir mi? Spiegel’e g\u00f6re zor. \u00c7in LNG’de ekimde y\u0131ldan y\u0131la %95.7 art\u0131\u015f g\u00f6rd\u00fc. HFI’a g\u00f6re Suudi Arabistan’da yedek petrol \u00fcretim kapasitesi yok, topra\u011f\u0131 bol olsun Matthew Simmons<\/a> geldi akl\u0131ma<\/p>\n

\u00d6zetler<\/strong><\/p>\n

\u00c7in\u2019in <\/u><\/span><\/a>ekim LNG ithalat\u0131 y\u0131ldan y\u0131la %95.7 artarak 3.57 milyon ton oldu. Ge\u00e7en Aral\u0131kta 3.73 ton rekorunun alt\u0131nda. Norve\u00e7\u2019ten Nijerya\u2019dan bile kargo geliyor \u00c7ine.<\/p>\n

Bir zamanlar \u015eili\u2019nin ba\u015fkenti Santiago hap\u015f\u0131rsa k\u00fcresel bak\u0131r piyasas\u0131<\/u><\/span><\/a> grip olurdu. 2005\u2019te \u015eili d\u00fcnya bak\u0131r \u00fcretiminin 3\u2019te 1iydi. \u015eimdi \u015eili 4\u2019te 1\u2019e d\u00fc\u015ft\u00fc. %1 olan ten\u00f6r %0.5\u2019in alt\u0131na d\u00fc\u015ft\u00fc. Glencore\u2019un me\u015fhur Katanga\u2019s\u0131 %3.5 ten\u00f6rl\u00fc.<\/p>\n

Hindistan <\/u><\/span><\/a>2018\u2019de 100% konut elektrifikasyonu istiyor ise, kas\u0131mdan itibaren her ay 3.3 milyon haneye elektrik g\u00f6t\u00fcrmeli. Y\u0131l ortalamas\u0131 0.25 milyon hane\/ay.<\/p>\n

Karbon fiyatlamada<\/u><\/span><\/a>, ticaret veya vergi veya hibrit y\u00f6ntem var. \u0130dari ve d\u00fczenleyici yap\u0131 evrimle\u015fiyor. Karbon vergisi ilk ad\u0131m olabilir. Emisyon ticareti ise \u00e7ifte kazan\u00e7 sa\u011fl\u0131yabiliyor. Ama di\u011fer iklim politikas\u0131 enstr\u00fcmanlar\u0131 ile etkile\u015fim konusunda her\u015fey net olarak bilinmiyor.<\/p>\n

\u0130ngiltere AB\u2019den \u00e7\u0131k\u0131yor ama bundan \u0130rlanda\u2019da <\/u><\/span><\/a>b\u00fcy\u00fck zarar g\u00f6rebilir. \u00c7\u00fcnk\u00fc \u0130rlanda, \u0130ngiltere hatlar\u0131na ba\u011fl\u0131(gaz&elektrik). AB rejimi ile aras\u0131na \u0130ngiltere girecek. Hem NBP\u2019den hem elektrik ba\u011flant\u0131lar\u0131ndan, tek bir enerji piyasas\u0131 olmamaktan \u00e7ok etkilenecek.<\/p>\n

Metal geri d\u00f6n\u00fc\u015f\u00fcmc\u00fcleri<\/u><\/span><\/a> eski pillere el att\u0131lar, cobalt lityum eski pillerde geri d\u00f6n\u00fc\u015ft\u00fcr\u00fclerek b\u00fcy\u00fck de\u011fer \u00fcretilebilir. 2021 gibi otomotiv sekt\u00f6r\u00fc 30,000 ton kobalt, 81,000 ton lityum talebi g\u00f6recek. CRU\u2019da 11,600 ton kobalt demi\u015f. As\u0131l k\u0131s\u0131t kobalt\u2019da. Kongo\u2019dan dolay\u0131<\/p>\n

HFI\u2019a g\u00f6re<\/u><\/span><\/a> Suudi \u00fcretimi %3 d\u00fc\u015f\u00fcyor ise, 4 mv\/g yeni \u00fcretim kapasitesi de gelse de bu anca d\u00fc\u015f\u00fc\u015f\u00fc kar\u015f\u0131l\u0131yor. HFI \u00e7ok iddial\u0131 \u201cOPEC\u2019te \u00fcretim d\u00fc\u015f\u00fc\u015f\u00fc felen yok, \u00fcretimi tutam\u0131yorlar, do\u011fal d\u00fc\u015f\u00fc\u015ften dolay\u0131 maksimum kapasitenin alt\u0131ndalar\u201d<\/p>\n

\u0130ngiltere\u2019de y\u00fcksek mahkeme, \u00e7atlatma \u015firketi Ineos<\/u><\/span><\/a> operasyonuna m\u00fcdahale eden, engellemeye \u00e7al\u0131\u015fan hapse girer karar\u0131n\u0131 uzatt\u0131.\u201ddraconian ve anti-demokratik\u201d.<\/p>\n

Hindistan\u2019da 1954\u2019te kurulan Hindustan Steel\u2019in yadigar\u0131 SAIL\u2019(Steel Authority of India)in 6 milyar $ borcu var. 82bin \u00e7al\u0131\u015fan. Devlet \u015firketi.<\/p>\n

Almanya\u2019da <\/u><\/span><\/a>daha fazla yenilenebilir isteniyorsa g\u00fcne\u015f ve r\u00fczgar i\u00e7in ekstra alana ihtiya\u00e7 olacak. Jengum\u2019daki b\u00fcy\u00fck bir redox pil, 75 hanenin bir g\u00fcnl\u00fck ihtiyac\u0131n\u0131 kar\u015f\u0131layabilecek. Avrupa Parlamentosu zorunlu elektrik ara\u00e7 \u015farj istasyonu karar\u0131 al\u0131rsa, 7.5 milyar \u20ac\u2019ya mal olabilir.<\/p>\n

Almanya linyit ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n\u0131 bitirebilir mi?<\/u><\/span><\/a>, Almanya\u2019da her y\u0131l 170 milyon ton linyit \u00e7\u0131kar\u0131l\u0131yor. A61 otoban\u0131 bile madencilik y\u00fcz\u00fcnden birka\u00e7 kilometre \u00f6teye ta\u015f\u0131nacak. Almanya\u2019n\u0131n linyite \u00e7evre ile dost bir son vermesi 2040\u2019a kadar 17 milyar \u20ac. Santralleri rezerv kapasiteye al\u0131yor reg\u00fclat\u00f6r.<\/p>\n

Grafikler<\/strong><\/p>\n

\u00dclke fonlar\u0131 (Forbes via Vandana Hari<\/u><\/span><\/a>)<\/p>\n

\"\"<\/p>\n

Suudi \u00dcretim kapasitesinde bo\u015f alan \u00e7ok da yok (HFI<\/u><\/span><\/a>)<\/p>\n

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

\u015eili’de politik belirsizlik\u00a0 bak\u0131rda fiyat hareketiydi, art\u0131k de\u011fil. Hindistan 2018 sonuna kadar %100 konut elektrifikasyonunu ba\u015faramayacak gibi. Karbon fiyatlar\u0131nda k\u00fcresel tecr\u00fcbeler. \u0130ngilizler AB’den \u00e7\u0131k\u0131yor ama \u0130rlanda’ya da bir fatura patl\u0131yor. Almanya linyit ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n\u0131 bitirebilir mi? Spiegel’e g\u00f6re zor. \u00c7in LNG’de ekimde y\u0131ldan y\u0131la %95.7 art\u0131\u015f g\u00f6rd\u00fc. HFI’a g\u00f6re Suudi Arabistan’da yedek petrol \u00fcretim kapasitesi yok, … Continue reading 23 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\/1526"}],"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=1526"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1526\/revisions"}],"predecessor-version":[{"id":1529,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1526\/revisions\/1529"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1526"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1526"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1526"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}