{"id":1582,"date":"2017-12-11T13:44:33","date_gmt":"2017-12-11T13:44:33","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1582"},"modified":"2017-12-11T13:45:55","modified_gmt":"2017-12-11T13:45:55","slug":"11-aralik-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/12\/11-aralik-2017\/","title":{"rendered":"11 Aral\u0131k 2017"},"content":{"rendered":"<p>Vaclav Smil\u2019den \u201c<a href=\"https:\/\/mitpress.mit.edu\/books\/energy-and-civilization\"><span style=\"color: #1155cc;\"><u>Energy and Civilization\u201d<\/u><\/span><\/a>\u2019\u0131 okunmal\u0131&#8230; <a href=\"http:\/\/www.palgrave.com\/la\/book\/9780230112803\"><span style=\"color: #1155cc;\"><u>The Nitrate King<\/u><\/span><\/a> adl\u0131 tarihsel kitab\u0131 tavsiye etmem. \u201c<a href=\"https:\/\/global.oup.com\/academic\/product\/the-limits-of-the-market-9780198784289?cc=tr&amp;lang=en&amp;\"><span style=\"color: #1155cc;\"><u>The Limits of the Market<\/u><\/span><\/a>\u201d 3.b\u00f6l\u00fcme kadar kolay okunurlardan. Smil\u2019in kitab\u0131 a\u00e7\u0131k ara en iyisi. Bug\u00fcn i\u00e7in Snam\u2019\u0131n do\u011falgaz ve Trafigura\u2019n\u0131n 2017 raporu \u00f6nemli veriler i\u00e7eriyor. Mesela \u00c7in\u2019deki klima talebinin d\u00fcnya bak\u0131r talebinin %5-10\u2019una denk geldi\u011fini ilk defa okudum. CO2\u2019i su ile baz\u0131 kayalara bas\u0131nca 2 senede mineralle\u015fiyor. \u00c7in\u2019de konutlara gaz yetirmek i\u00e7in sanayi ve petrokimyadan kesintiler geliyor. VW rakiplerini \u015fok etti : dizelin vergi avantaj\u0131 bitmeli mesaj\u0131\u2026Bu hafta ayl\u0131k OPEC ve IEA petrol raporlar\u0131 var.<\/p>\n<p><strong>\u00d6zetler<\/strong><\/p>\n<p><a href=\"https:\/\/www.investing.com\/news\/commodities-news\/crude-oil-prices--weekly-outlook-december-11--15-974495\"><span style=\"color: #1155cc;\"><u>Bu hafta<\/u><\/span><\/a> \u00e7ar\u015famba OPEC ayl\u0131k raporu, per\u015fembe IEA ayl\u0131k petrol raporu var. Gerisi standart: Sal\u0131 API petrol, \u00c7ar\u015famba EIA petrol ve benzin stoklar\u0131, Cuma Baker Hughes.<\/p>\n<p>4 trilyon $\u2019\u0131 y\u00f6neten fon y\u00f6neticilerine yaz\u0131lan raporda, 5-10 y\u0131la kadar et vergisi ka\u00e7\u0131n\u0131lmaz dendi. \u201c<a href=\"https:\/\/www.theguardian.com\/environment\/2017\/dec\/11\/meat-tax-inevitable-to-beat-climate-and-health-crises-says-report\"><span style=\"color: #1155cc;\"><u>G\u00fcnah vergisi\u201d<\/u><\/span><\/a> t\u00fct\u00fcn,emisyon, \u015feker gibi ete de gelebilir. \u201cK\u00fcresel canl\u0131 hayvan sekt\u00f6r\u00fcn\u00fcn \u00e7evresel etkisini azaltmak i\u00e7in devlet m\u00fcdahalesi g\u00f6rme ihtimalimiz y\u00fcksek\u201d<\/p>\n<p>Dominik, Porto Riko, Jamaika, Panama ve di\u011fer Karayip adalar\u0131nda <a href=\"https:\/\/www.oxfordenergy.org\/wpcms\/wp-content\/uploads\/2017\/12\/The-potential-market-for-LNG-in-the-Caribbean-and-Central-America-NG-124.pdf\"><span style=\"color: #1155cc;\"><u>LNG talebi raporu<\/u><\/span><\/a>. Dominik 2003, Porto Rico 2012\u2019den beri LNG terminaline sahip. Panama\u2019da 2018-2019\u2019da terminali devreye alacak. Dominik hub olursa, (s18)\u2019de genel bir da\u011f\u0131t\u0131m haritas\u0131 var.<\/p>\n<p><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2017-12-11\/china-gas-giant-focuses-on-homes-amid-winter-crunch-criticism\"><span style=\"color: #1155cc;\"><u>\u00c7in\u2019de <\/u><\/span><\/a>konutlara gaz i\u00e7in, petro kimya ve di\u011fer sanayi sekt\u00f6rlerine verilen gaz ciddi oranda azalt\u0131lacak. \u00c7in devlet \u015firketi CNPC bug\u00fcn web sitesinden duyurdu. \u00c7in\u2019de g\u00fcnl\u00fck 40 milyon m3 gaz a\u00e7\u0131\u011f\u0131 bekleniyor.<\/p>\n<p>VW\u2019nin CEO\u2019su M\u00fcller, dizelin vergi avantaj\u0131n\u0131 <a href=\"https:\/\/www.cleanenergywire.org\/newsletter\/vw-diesel-surprise-offshore-power-year-round\"><span style=\"color: #1155cc;\"><u>kaybetmesi<\/u><\/span><\/a> gerekti\u011fini s\u00f6yledi. Fraunhofer\u2019e g\u00f6re a\u00e7\u0131k deniz r\u00fczgar, 2013\u2019te 340 g\u00fcn \u00fcretim yaparken ge\u00e7en sene 363 g\u00fcn \u00fcretim yapt\u0131. Avrupa Komisyonu\u2019da 11 \u00fcye \u00fclkedeki 42 b\u00f6lge i\u00e7in \u201cK\u00f6m\u00fcr b\u00f6lgelerinin ge\u00e7i\u015fi\u201d platformu a\u00e7t\u0131.<\/p>\n<p><a href=\"https:\/\/trafigura.com\/media\/364892\/trafigura-2017-annual-report.pdf\"><span style=\"color: #1155cc;\"><u>Trafigura\u2019n\u0131n <\/u><\/span><\/a>2016\u2019dan 2017\u2019ye petrol ve \u00fcr\u00fcnleri ticareti 205 mton\u2019dan 256 mton\u2019a \u00e7\u0131km\u0131\u015f. Yani 4.74 mv\/g\u2019den ~6 mv\/g. Br\u00fct kar marj\u0131 %1.6. 2025 sonras\u0131 kobalt ve nikel talebine vurgu var. \u00c7in\u2019in klima talebi d\u00fcnyadaki bak\u0131r talebinin %5-10\u2019una denk geliyor.<\/p>\n<p>Normalde ABD\u2019de y\u0131l bitmeden, rafineriler stoklar\u0131 <a href=\"https:\/\/seekingalpha.com\/article\/4130845-weekly-oil-markets-recap-will-global-oil-storage-balances-look-like-2018?v=1512891918&amp;comments=show\"><span style=\"color: #1155cc;\"><u>Cushing\u2019e <\/u><\/span><\/a>ve di\u011fer alanlara park ederek, daha az vergi \u00f6demeye \u00e7al\u0131\u015f\u0131yorlard\u0131r. Keystone \u00e7al\u0131\u015fmad\u0131\u011f\u0131 i\u00e7in bu sene zor. Brezilya\u2019da 2.8 mv\/g \u00fcretmesi beklenirken 2.63 mv\/g ekim \u00fcretimine sahip.<\/p>\n<p>Ara\u015ft\u0131rmaya g\u00f6re g\u00fcne\u015f, r\u00fczgar ve n\u00fckleer,<a href=\"https:\/\/www.carbonbrief.org\/solar-wind-nuclear-amazingly-low-carbon-footprints\"><span style=\"color: #1155cc;\"><u> \u201cinan\u0131lmaz d\u00fc\u015f\u00fck\u201d karbon ayakizine<\/u><\/span><\/a> sahip. K\u00f6m\u00fcr santralinin imalat ve kurulmas\u0131 t\u00fcm enerji \u00fcretiminin %11\u2019ine, n\u00fckleer %5\u2019ine, r\u00fczgar %2, g\u00fcne\u015f %4\u2019\u00fcne mal oluyor. Yani karbon borcu r\u00fczgar ve g\u00fcne\u015fte en d\u00fc\u015f\u00fck<\/p>\n<p>2016\u2019da \u0130zlanda\u2019da ke\u015ffedildi\u011fine g\u00f6re, so\u011fumu\u015f lav kayalar\u0131ndan<a href=\"https:\/\/mega.online\/articles\/carbon-capture\/\"><span style=\"color: #1155cc;\"><u> Samail Ophiolite\u2019de<\/u><\/span><\/a> su ile CO2 bas\u0131ld\u0131\u011f\u0131nda 2 y\u0131l i\u00e7inde mineralle\u015ftirerek karbon dioksiti ta\u015f\u0131nabilir kat\u0131 yap\u0131yor. Beklentilerin 5 kat h\u0131z\u0131nda.<\/p>\n<p>2009\u2019da \u00c7in\u2019in g\u00fcneyindeki Shenzen \u015fehri<a href=\"https:\/\/www.bloomberg.com\/view\/articles\/2017-12-08\/china-goes-all-in-on-the-transit-revolution\"><span style=\"color: #1155cc;\"><u> ilk elektrikli otob\u00fcsler<\/u><\/span><\/a>i kullan\u0131ma ba\u015flad\u0131. Bu sene may\u0131sta 14500 tanesi yollardayd\u0131. Bu rakam ABD\u2019deki 4 \u015fehir ve Torontonun toplam otob\u00fcs filosundan fazla. \u00c7in\u2019deki otob\u00fcsler toplam 15+GWh pil kapasitesine sahip. K\u00fcresel EV kadar.<\/p>\n<p><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2017-12-08\/u-s-shale-has-a-panama-canal-problem-that-s-got-no-easy-fix\"><span style=\"color: #1155cc;\"><u>Panama kanal\u0131n\u0131n<\/u><\/span><\/a> yeni hatt\u0131ndan 24 saatte 8 gemi ge\u00e7iyor, 2019\u2019da 10\u2019a \u00e7\u0131kacak. ABD-Asya LNG gemileri kanaldan ge\u00e7erse 11 g\u00fcn k\u0131salt\u0131yor. Ama g\u00fcnde en fazla 1 LNG gemisi ge\u00e7iyor. En b\u00fcy\u00fck Neopanamax ge\u00e7i\u015fte 1.2 milyon $, 170,000 m3 LNG gemisi 460,000$ \u00f6d\u00fcyor.<\/p>\n<p>ABD\u2019de <a href=\"https:\/\/www.axios.com\/polluters-are-getting-off-easier-under-trumps-epa-2516562616.html\"><span style=\"color: #1155cc;\"><u>EPA <\/u><\/span><\/a>(\u00c7evre Koruma Ajans\u0131), daha \u00f6nceki ba\u015fkanlar d\u00f6neminine g\u00f6re daha az ceza yaz\u0131yor, d\u00fczeltme istiyor.<\/p>\n<p><strong>Grafik<\/strong><\/p>\n<p>Petrol \u00fcretim s\u0131k\u0131nt\u0131lar\u0131 son 2 senenin en d\u00fc\u015f\u00fc\u011f\u00fcnde (<a href=\"https:\/\/twitter.com\/chigrl\/status\/940146768922185734\"><span style=\"color: #1155cc;\"><u>GS<\/u><\/span><\/a>)<\/p>\n<p id=\"HVTaNFR\"><img loading=\"lazy\" decoding=\"async\" width=\"1299\" height=\"901\" class=\"alignnone size-full wp-image-1587 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/12\/img_5a2e8c0fad567.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/12\/img_5a2e8c0fad567.png 1299w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/12\/img_5a2e8c0fad567-300x208.png 300w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/12\/img_5a2e8c0fad567-768x533.png 768w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/12\/img_5a2e8c0fad567-1024x710.png 1024w\" sizes=\"(max-width: 1299px) 100vw, 1299px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Vaclav Smil\u2019den \u201cEnergy and Civilization\u201d\u2019\u0131 okunmal\u0131&#8230; The Nitrate King adl\u0131 tarihsel kitab\u0131 tavsiye etmem. \u201cThe Limits of the Market\u201d 3.b\u00f6l\u00fcme kadar kolay okunurlardan. Smil\u2019in kitab\u0131 a\u00e7\u0131k ara en iyisi. Bug\u00fcn i\u00e7in Snam\u2019\u0131n do\u011falgaz ve Trafigura\u2019n\u0131n 2017 raporu \u00f6nemli veriler i\u00e7eriyor. Mesela \u00c7in\u2019deki klima talebinin d\u00fcnya bak\u0131r talebinin %5-10\u2019una denk geldi\u011fini ilk defa okudum. CO2\u2019i su &hellip; <a href=\"https:\/\/barissanli.com\/eak\/2017\/12\/11-aralik-2017\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">11 Aral\u0131k 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\/1582"}],"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=1582"}],"version-history":[{"count":4,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1582\/revisions"}],"predecessor-version":[{"id":1588,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1582\/revisions\/1588"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1582"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1582"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1582"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}