{"id":1589,"date":"2017-12-12T15:46:32","date_gmt":"2017-12-12T15:46:32","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1589"},"modified":"2017-12-12T15:46:32","modified_gmt":"2017-12-12T15:46:32","slug":"12-aralik-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/12\/12-aralik-2017\/","title":{"rendered":"12 Aral\u0131k 2017"},"content":{"rendered":"

AB gaz piyasas\u0131 kar\u0131\u015ft\u0131, Fransa’da n\u00fckleerler, Baumgarten da patlama, \u0130ngiltere’de FPS boru hatt\u0131 sorunlar\u0131 ile gaz fiyatlar\u0131 \u00e7ok oynak biz zemine geldi. Rusya k\u00fcresel LNG pazar\u0131nda %15-20 pay hedefliyor. Bat\u0131daki iklim de\u011fi\u015fikli\u011finde bayra\u011f\u0131 Macron mu devral\u0131yor. Glencore’un yat\u0131r\u0131mc\u0131 sunumu g\u00fcn\u00fcn kesinlikle bak\u0131lmas\u0131 gerekeni. \u00c7in’de temiz hava i\u00e7in do\u011falgaz k\u0131\u015f ile fiyatlar\u0131 s\u0131\u00e7ratt\u0131. Platts FOB Fujairah’\u0131 neden ba\u015flatt\u0131? Ortado\u011fuda petrol \u00fcr\u00fcnleri Singapura g\u00f6re fiyatlan\u0131yordu. K\u00fcresel \u0131s\u0131nma kuzey ve orta enlemlerde r\u00fczgar g\u00fcc\u00fcn\u00fc azaltabilir.<\/p>\n

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

AB gaz piyasas\u0131<\/u><\/span><\/a> kar\u0131\u015ft\u0131, \u0130ngiltere\u2019de Forties sorunundan dolay\u0131 8 y\u0131ldaki en y\u00fcksek art\u0131\u015f\u0131 g\u00f6rd\u00fc, Londra kar ya\u011f\u0131\u015fl\u0131, TS ile 11:00\u2019de de Baumgarten(Avrupa talebinin 10\u2019da 1i ge\u00e7iyor) da kompres\u00f6r istasyonu patlad\u0131.<\/p>\n

Kore ve Tayland para birimleri<\/u><\/span><\/a> de\u011fer kazan\u0131nca rafineriler i\u00e7in al\u0131m maliyetleri d\u00fc\u015fm\u00fc\u015f oluyor, marjlar iyile\u015fiyor.<\/p>\n

K\u00fcresel \u0131s\u0131nma d\u00fcnyada hava ak\u0131mlar\u0131n\u0131n y\u00f6n\u00fc<\/u><\/span><\/a> yani r\u00fczgardan elektrik \u00fcretimlerini de\u011fi\u015ftirebilir. Kuzey ve orta enlemlerde r\u00fczgarlar azalacak, g\u00fcney yar\u0131mk\u00fcrede artacak. Zal\u0131ms\u0131n k\u00fcresel \u0131s\u0131nma<\/p>\n

Tarihsel olarak Ortado\u011fudaki rafine \u00fcr\u00fcnler, Asya\u2019daki ticaret hub\u2019\u0131 Singapura g\u00f6re belirleniyor. Platts FOB Arab Gulf, Singapur\u2019dan ta\u015f\u0131ma netback ile elde ediliyor. Platts\u2019da 2016\u2019da FOB Fujairah\u2019\u0131<\/a> ba\u015flattt\u0131. Niye Fujairah burada?<\/p>\n

Rusya\u2019n\u0131n hedefi k\u00fcresel LNG pazar\u0131nda %15-20 pay<\/u><\/span><\/a>, Novatek\u2019in CEOsuna g\u00f6re.<\/p>\n

(Nature Makale \u00f6zeti<\/u><\/span><\/a>) Sahra alt\u0131 Afrika\u2019da 3 nehir havzas\u0131 \u00f6nemli Mavi Nil, \u00dcst Beyaz Nil ve Zambezi, buradaki ya\u011fmur de\u011fi\u015fkenli\u011fi de El Nino g\u00fcney osilasyonu ile ili\u015fkili. B\u00f6lgeler aras\u0131ndaki ili\u015fki ise d\u00fc\u015f\u00fck. Yani t\u00fcm bir havzada elektrik \u00fcretimi ya\u011f\u0131\u015flara ve kurakl\u0131\u011fa ba\u011fl\u0131<\/p>\n

D\u00fcnya Bankas\u0131<\/u><\/span><\/a> petrol ve gaz \u00fcretim (upstream) aktivitelerini 2019\u2019dan sonra desteklemeyecek. Amaaaa parantez i\u00e7i, en yoksul \u00fclkelerde gaz projelerine ayr\u0131cal\u0131k yap\u0131labilir.<\/p>\n

Glencore\u2019un <\/u><\/span><\/a>yat\u0131r\u0131mc\u0131 b\u00fclteni \u00e7ok \u00f6nemli, bak\u0131r, nikel fiyatlar\u0131n\u0131n artmas\u0131n\u0131, k\u00f6m\u00fcr fiyatlar\u0131n\u0131n y\u00fckselmesini ama marj\u0131n daralmas\u0131 (s18), \u00e7inko fiyatlar\u0131n\u0131n da art\u0131\u015f\u0131 bekleniyor. 2030\u2019a metal ihtiyac\u0131 s(22) \u00e7ok iyi. Slayt 26\u2019da da metallerdeki EBITDA\u2019lar\u0131na bir bak\u0131n bence<\/p>\n

Fransa\u2019n\u0131n kuzeyinde kar sebebiyle 120,000 hane<\/u><\/span><\/a> etkilendi.<\/p>\n

D\u00fcn VW\u2019nin dizelin <\/u><\/span><\/a>vergi avantaj\u0131 kald\u0131r\u0131lmas\u0131na Alman h\u00fck\u00fcmetinden destek gelmedi. Temel motivasyon, milyonlarca dizel ara\u00e7 s\u00fcr\u00fcc\u00fcs\u00fcn\u00fc zarara u\u011fratmak.<\/p>\n

FT\u2019nin Aramco <\/u><\/span><\/a>de\u011ferlemesinin g\u00fcncellenmi\u015f hali iyi. E\u011fer 216 milyar varil rezervi(do\u011falgaz 49 milyar varil petrole denk) 2 trilton $ tahmini piyasa de\u011ferine g\u00f6re varil ba\u015f\u0131 6.47$. E\u011fer nakit ak\u0131\u015f\u0131ndan giderse %5\u2019i 42 milyar $. Yani Aramco 900 milyon$ ile 1.1 milyar $.<\/p>\n

Bat\u0131 da iklim de\u011fi\u015fikli\u011finin<\/u><\/span><\/a> yeni lideri Macron mu olacak? Bug\u00fcn Paris\u2019teki zirvede finansman \u00f6nemli olacak gibi, Frans\u0131zlar karbon fiyat\u0131 ve bunun 3 kat\u0131na \u00e7\u0131kar\u0131lmas\u0131 konusunu konu\u015fabilir. \u201cMake Our Planet Great Agai<\/u><\/span><\/a>n\u201d program\u0131 ile 13\u2019\u00fc ABDli 18 bilim adam\u0131na hibe berecekler.<\/p>\n

Brent 65$ \u00fczerine \u00e7\u0131kt\u0131, \u0130ngiltere gaz fiyatlar\u0131n\u0131 etkiledi. Sebebi Aberdeen, \u0130sko\u00e7ya yak\u0131n\u0131ndaki boruda k\u0131l kadar \u00e7atlak. T\u00fcm FPS – Forties Pipeline System<\/u><\/span><\/a> kapat\u0131ld\u0131. 400,000 v\/g Forties ham petrol\u00fc etkileniyor. Haftalarca s\u00fcrer deniyor, kimse 7 y\u0131ld\u0131r bu kadar uzun kapat\u0131lma hat\u0131rlam\u0131yor.<\/p>\n

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

Glencore sunumundan elektrikli ara\u00e7lar\u0131n ve sistemin metal ihtiyac\u0131(s22 – Glencore<\/u><\/span><\/a>)<\/p>\n

\"\"<\/p>\n

FBS boru sisteminde \u00e7atlak ve ard\u0131ndan Baumgarten patlamas\u0131 \u0130ngiltere gaz fiyatlar\u0131n\u0131 u\u00e7urdu (Bloomberg<\/u><\/span><\/a>)<\/p>\n

\"\"<\/p>\n

Temiz hava m\u0131 istiyorsun, 58 milyar $ (Bloomberg)<\/p>\n

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

AB gaz piyasas\u0131 kar\u0131\u015ft\u0131, Fransa’da n\u00fckleerler, Baumgarten da patlama, \u0130ngiltere’de FPS boru hatt\u0131 sorunlar\u0131 ile gaz fiyatlar\u0131 \u00e7ok oynak biz zemine geldi. Rusya k\u00fcresel LNG pazar\u0131nda %15-20 pay hedefliyor. Bat\u0131daki iklim de\u011fi\u015fikli\u011finde bayra\u011f\u0131 Macron mu devral\u0131yor. Glencore’un yat\u0131r\u0131mc\u0131 sunumu g\u00fcn\u00fcn kesinlikle bak\u0131lmas\u0131 gerekeni. \u00c7in’de temiz hava i\u00e7in do\u011falgaz k\u0131\u015f ile fiyatlar\u0131 s\u0131\u00e7ratt\u0131. Platts FOB Fujairah’\u0131 … Continue reading 12 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\/1589"}],"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=1589"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1589\/revisions"}],"predecessor-version":[{"id":1593,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1589\/revisions\/1593"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1589"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1589"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1589"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}