{"id":1645,"date":"2018-01-02T12:16:19","date_gmt":"2018-01-02T12:16:19","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1645"},"modified":"2018-01-02T12:18:39","modified_gmt":"2018-01-02T12:18:39","slug":"2-ocak-2018","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2018\/01\/2-ocak-2018\/","title":{"rendered":"2 Ocak 2018"},"content":{"rendered":"

Petrol 2014 Ocaktan beri en y\u00fcksek a\u00e7\u0131l\u0131\u015f ile ba\u015flad\u0131. Rus petrol ve gaz \u00fcretimi 2017\u2019yi y\u00fckseli\u015fle kapatt\u0131. \u0130ngiliz Oxford Energy\u2019nin uzman\u0131n\u0131n Gazprom dergisi ve bir haber sitesine a\u00e7\u0131klamalar\u0131 iki farkl\u0131 a\u00e7\u0131klama. Almanya\u2019da yenilenebilir tart\u0131\u015fmas\u0131 2018\u2019de \u00f6nemli olacak. Yar\u0131n Mifid II devreye giriyor. VW eGolf \u00fcretimini %100 artt\u0131racak. Biyoplastikler, petrokimya i\u00e7in petrol talebini d\u00fc\u015f\u00fcrebilir. ABD\u2019de 2010 y\u0131l\u0131 Dodd-Frank d\u00fczenlemeleri geri mi al\u0131n\u0131yor. 2017\u2019de en b\u00fcy\u00fck 20 Avrupal\u0131 elektrik \u015firketi <\/u><\/span><\/a>2012\u2019ye g\u00f6re %35 daha az kazand\u0131lar.<\/p>\n

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

Bu hafta<\/u><\/span><\/a> \u00c7ar\u015famba API petrol arz\u0131 raporu, Per\u015fembe EIA haftal\u0131k stok rakamlar\u0131, Cuma Baker Hughes var. IEA\u2019 e g\u00f6re 2017\u2019de talep 1.5 mv\/g artt\u0131. 2018\u2019de 1.3 mv\/g artacak.<\/p>\n

Petrol 2014\u2019ten beri en g\u00fc\u00e7l\u00fc a\u00e7\u0131l\u0131\u015f ile ba\u015flad\u0131, Ocak 2014\u2019ten beri ilk defa 60$ \u00fcst\u00fcnde<\/u><\/span><\/a> a\u00e7\u0131ld\u0131. \u0130ran olaylar\u0131n\u0131n da etkisi var.<\/p>\n

Almanya<\/u><\/span><\/a> daha h\u00fck\u00fcmet kuramad\u0131 ama, Yenilenebilir Enerji kanununda reforma gidecek, sinyalleri varm\u0131\u015f. Geri kalan k\u00f6m\u00fcr santralleri ne olacak, elektrik fiyatlar\u0131ndaki art\u0131\u015flar ve \u015febeke bedelleri tart\u0131\u015fma konular\u0131ndan. Tennet\u2019de <\/u><\/span><\/a>kodlu emirlere 1 milyar \u20ac harcam\u0131\u015f<\/p>\n

OPEC ile \u00fcretim kesintisi anla\u015fmas\u0131na ra\u011fmen Rusya <\/u><\/span><\/a>2017\u2019de ortalama 10.98 mv\/g petrol \u00fcretimi yapt\u0131.Ge\u00e7en seneye g\u00f6re %0.1 artt\u0131.1999\u2019da 6.1 mv\/gm\u00fc\u015f. Ekim 2016 (OPEC anla\u015fmas\u0131ndan 1 ay \u00f6nce) 11.23 mv\/g\u2019\u00fc g\u00f6rd\u00fc.<\/p>\n

Bana anlamas\u0131 zor geldi. BP<\/u><\/span><\/a>, ABD\u2019de %35\u2019ten %21\u2019e d\u00fc\u015fen kurumlar vergisi sebebi ile, 2017 4.\u00e7eyrekte 1.5 milyar $ de\u011ferini d\u00fc\u015f\u00fcrecek. Nakit ak\u0131\u015f\u0131nda pozitif ama 2017 4.\u00e7eyrekteki de\u011ferlemelerini a\u015fa\u011f\u0131 \u00e7ekecek.<\/p>\n

Rus gaz \u00fcretim<\/u><\/span><\/a>i de %7.9 artarak 690.5 milyar m3 (bcm) oldu.2011 rekorunun %2.9 \u00fczerinde.<\/p>\n

VW Mart 2018\u2019den itibaren eGolf <\/u><\/span><\/a>\u00fcretimini g\u00fcnde 35 ara\u00e7tan 70\u2019e \u00e7\u0131karacak. Ayda 2100 ara\u00e7. Samsung\u2019un Macaristan\u2019daki pil fabrikas\u0131 da Avrupa\u2019da kritik. Yeni pil h\u00fccreleri 37 Ah mi devam edecek yoksa 50 Ah mi olacak.2020\u2019te menzil %40 artacak denmi\u015f grafikte.<\/p>\n

S\u00fcbvansiyon sonras\u0131 g\u00fcne\u015f <\/u><\/span><\/a>yat\u0131r\u0131mlar\u0131 i\u00e7in: g\u00fcne\u015f sekt\u00f6r\u00fc daha verimli ve daha g\u00fc\u00e7l\u00fc risk y\u00f6netim prensiplerine ge\u00e7mek durumunda. Hava enerji belirsizli\u011finin en b\u00fcy\u00fck par\u00e7as\u0131. Uzun d\u00f6nemli hava ve piller ile de k\u0131sa d\u00f6nemli kesinlik. Veya WTR(Weather transfer risk) alacaklar.<\/p>\n

Oxford Energy\u2019den Thierry Bros\u2019un iki ayr\u0131 garip a\u00e7\u0131klamas\u0131. 1.Gazprom dergisine<\/u><\/span><\/a> AB ile Rusya dost olmayabilir ama Rusya en ucuz gaz\u0131 sa\u011fl\u0131yor. 2.haber sitesine<\/u><\/span><\/a> : Gazprom\u2019un Avrupa\u2019ya 2017\u2019de ihracat art\u0131\u015f\u0131 d\u00fczenleyicinin hatas\u0131 [regulatory failure], s\u0131n\u0131r gelebilir demi\u015f.<\/p>\n

\u00c7in\u2019in Kazakistan\u2019daki <\/u><\/span><\/a>Khorgos\u2019u bir ta\u015f\u0131ma terminaline d\u00f6n\u00fc\u015ft\u00fcrmesi. \u00c7in\u2019den Avrupa\u2019ya gemi ile 45-50 g\u00fcnde mal g\u00f6nderilirken, Orta Asya\u2019dan trenle yar\u0131 zamanda.<\/p>\n

Mifid II<\/u><\/span><\/a> d\u00fczenlemesi 3 Ocak\u2019ta devreye girecek. 70000 sayfa. AB\u2019deki 70 trilyon\u20ac enerji t\u00fcrev piyasas\u0131n\u0131n 40 trilyon \u20acsu petrol. \u015eirketler de biz spek\u00fclatif de\u011fil yat\u0131r\u0131mlar\u0131m\u0131za sigorta olarak ka\u011f\u0131t tutuyoruz diyorlar.<\/p>\n

Biyoplastikler <\/u><\/span><\/a>\u00f6n\u00fcm\u00fczdeki 5 y\u0131lda %50 artacak. \u0130\u015fin i\u00e7inde Basf, Cargill, Cola var. IEA\u2019a g\u00f6re 2040\u2019a kadar petrol talep ARTI\u015eININ YARISI petrokimyadan. Biyoplastikler bunu yava\u015flatabilir.<\/p>\n

ABD de 2010\u2019da gelen Dodd-Frank kanunu<\/u><\/span><\/a> ile petrol ve maden \u015firketleri yabanc\u0131 \u00fclkelere ne kadar para \u00f6dediklerini (vergi vs) SEC\u2019e bildirmek zorundayd\u0131, \u015fimdi o zorunlulu\u011fu kald\u0131racak bir de\u011fi\u015fiklik ABD senato alt kanad\u0131nda.<\/p>\n

\u0130ngiliz Gupta ailesinin GFG birli\u011fi Glencore\u2019da G\u00fcney Avustralya\u2019daki Tahmoor <\/u><\/span><\/a>yer alt\u0131 kok k\u00f6m\u00fcr\u00fc maden i\u015fletmelerini ald\u0131. Bu k\u00f6m\u00fcr\u00fc yine G\u00fcney Avustralyadaki \u00e7elik i\u015flerini besleyerek. Glencore 2016\u2019da Tahmoor\u2019u kapatacakt\u0131.<\/p>\n

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

Petrokimya\u2019daki y\u00fcksek de\u011ferli %70 plasti\u011fe d\u00f6n\u00fc\u015f\u00fcyor.<\/p>\n

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

Petrol 2014 Ocaktan beri en y\u00fcksek a\u00e7\u0131l\u0131\u015f ile ba\u015flad\u0131. Rus petrol ve gaz \u00fcretimi 2017\u2019yi y\u00fckseli\u015fle kapatt\u0131. \u0130ngiliz Oxford Energy\u2019nin uzman\u0131n\u0131n Gazprom dergisi ve bir haber sitesine a\u00e7\u0131klamalar\u0131 iki farkl\u0131 a\u00e7\u0131klama. Almanya\u2019da yenilenebilir tart\u0131\u015fmas\u0131 2018\u2019de \u00f6nemli olacak. Yar\u0131n Mifid II devreye giriyor. VW eGolf \u00fcretimini %100 artt\u0131racak. Biyoplastikler, petrokimya i\u00e7in petrol talebini d\u00fc\u015f\u00fcrebilir. ABD\u2019de 2010 … Continue reading 2 Ocak 2018<\/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\/1645"}],"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=1645"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1645\/revisions"}],"predecessor-version":[{"id":1647,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1645\/revisions\/1647"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1645"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1645"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1645"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}