\u00d6zetler<\/b><\/p>\n
Argus LNG piyasas\u0131nda<\/u><\/span><\/a> arz fazlas\u0131 var yok tart\u0131\u015fmas\u0131 yerine bir test \u00f6nermi\u015f: 1.e\u011fer fazla LNG olursa bunun kuzeydo\u011fu Avrupa\u2019ya bo\u015falt\u0131lmas\u0131 (terminal \u00e7\u0131k\u0131\u015f\u0131-sendout art\u0131\u015f\u0131) gerekir, 2)k\u00f6m\u00fcrden gaza ge\u00e7i\u015fi destekleyecek fiyat, 3) Henry hub\u2019a g\u00f6re bir Avrupa premium\u2019u<\/p>\n 2 Ocak 20:20\u2019de Nijerya\u2019da <\/u><\/span><\/a>gaz boru hatt\u0131ndaki yang\u0131n sonucu, elektrik santrallerine gaz arz\u0131 durunca \u015febeke \u00e7\u00f6km\u00fc\u015f. Ama kimse farketmemi\u015f. Zaten baz\u0131 b\u00f6lgelerde haftalard\u0131r s\u00fcren kesinti varm\u0131\u015f.<\/p>\n (Nature Makale<\/a>) Perovskite g\u00fcne\u015f h\u00fccrelerindeki verimlilik tamam gibi ama dayan\u0131kl\u0131l\u0131k problem, bu makalede de\u011fi\u015fik elektrik y\u00fcklerin ve \u00e7evre ko\u015fullar\u0131n\u0131n(\u0131\u015f\u0131k, s\u0131cakl\u0131k, atmosfer) dayan\u0131kl\u0131l\u0131\u011fa etkisine bak\u0131lm\u0131\u015f. Su ve oksijenden korunmas\u0131 gerekiyormu\u015f ayr\u0131ca.<\/p>\n Alman Munich RE\u2019ye g\u00f6re do\u011fal felaketler sigortac\u0131lara 2017\u2019de 135 milyar $\u2019a mal oldu. Almanya<\/a> Kuzey-g\u00fcney elektrik koridorunun \u00f6nemli k\u0131sm\u0131 yeralt\u0131, \u00e7ift\u00e7iler kar\u015f\u0131 toprak \u0131s\u0131n\u0131r diye. E&Y\u2019, Energiewende Djitalle\u015fme barometresi yay\u0131nlayacak.<\/p>\n ABD\u2019de so\u011fuk <\/u><\/span><\/a>bast\u0131r\u0131nca, New England\u2019da elektrik \u00fcretiminin %30\u2019u fuel oil\u2019den. Do\u011fu yakas\u0131n\u0131n petrol ithalat\u0131 %60 artarak 171,000 varil oldu.<\/p>\n ($) \u0130spanya\u2019daki <\/u><\/span><\/a>gaz talebi de 2016\u2019daki %2 art\u0131\u015f\u0131 ge\u00e7erek ge\u00e7en sene %9 artt\u0131. Kurakl\u0131k…<\/p>\n Kuzey Kore<\/u><\/span><\/a>\u2019ye ka\u00e7ak petrol sat\u0131\u015f\u0131. STS nedir? Gemiden gemiye transfer(shiptoship=) 200 deniz mili uzakta AIS yani otomatik kimlik sistemleri kapat\u0131l\u0131yor, denizde sakinse gemiden gemiye petrol aktar\u0131l\u0131yor. Ad\u0131 ge\u00e7en Lighthouse Winmore kargosunun sahibi Trafigura\u2019ym\u0131\u015f.<\/p>\n Palladium fiyatlar\u0131ndaki art\u0131\u015f C\u00fcneyt Kazoko\u011flu\u2019na<\/u><\/span><\/a> g\u00f6re insanlar\u0131n dizelden benzinli arabalara ge\u00e7i\u015finden kaynaklan\u0131yor. Palladium katalitik konvertorlerde kullan\u0131l\u0131yor.<\/p>\n ($)\u00c7inko <\/u><\/span><\/a>tek g\u00fcnde (d\u00fcn) 22$ artarak 3352$ oldu, FT\u2019ye g\u00f6re emtia partisine \u00e7inko da kat\u0131ld\u0131. LME\u2019ye \u00e7inko stoklar\u0131 10 y\u0131l\u0131n dibinde. Ge\u00e7en sene %28 de\u011fer kazanm\u0131\u015ft\u0131<\/p>\n Meltdown ve Spectre<\/u><\/span><\/a> adl\u0131 iki a\u00e7\u0131k hemen hemen herkesi<\/u><\/span><\/a> etkiliyor. Meltdown 1995\u2019ten beri t\u00fcm Intel \u00e7ipleri, Spectre ise ARM ve AMD, yani cep telefonlar\u0131 vs. Ger\u00e7ek zamanda \u015fifre \u00e7al\u0131nabiliyor.<\/p>\n ABD\u2019de kurumsal vergi oranlar\u0131 <\/a>d\u00fc\u015f\u00fcnce, ba\u015fl\u0131k atm\u0131\u015flar da\u011f\u0131t\u0131m \u015firketi m\u00fc\u015fterilerinin faturalar\u0131 d\u00fc\u015fecek diye, Montana PUC(EPDKs\u0131) ba\u015fkan yard\u0131mc\u0131s\u0131 da ikinci paragrafta daha \u00e7ok yat\u0131r\u0131m gerekiyor demi\u015f. Yani paray\u0131 \u015firketler mi alacak, yoksa yans\u0131tacaklar m\u0131? %80-%20 yaparlar<\/p>\n \u00c7in\u2019de LNG fiyatlar\u0131 <\/u><\/span><\/a>24 Aral\u0131ktaki 9750 yuan\u2019dan 5700 yuan\u2019a d\u00fc\u015ft\u00fc. (www.yeslng.com<\/u><\/span><\/a>). Y\u00fcksek fiyatlar b\u00fcy\u00fck t\u00fcketicilerin gaz t\u00fcketimini d\u00fc\u015f\u00fcrd\u00fc.<\/p>\n Saudi Aramco\u2019<\/a>nun halka arz\u0131 \u00f6ncesi Suudi yetkililer Aramco\u2019yu Tadawul(Suudi Borsas\u0131ndai) di\u011fer \u015firketlerle ayn\u0131 stat\u00fcye getirecek (ve ortak oldu\u011fu) bir kanundan s\u00f6z ediliyor. Aramco (Arabian American Oil Co), 1988\u2019de Saudi Aramco oldu, 30 y\u0131l sonra stat\u00fc de\u011fi\u015fiyor.<\/p>\n (Oxford Energy) 12 Aral\u0131k sabah 9\u2019da Baumgarten\u2019daki <\/u><\/span><\/a>yang\u0131n sonucu Italya gaz fiyatlar\u0131 8$\/mmbtu\u2019dan 27 $\/mmbtu\u2019lara \u00e7\u0131kt\u0131. \u0130talya acil durum ilan etti. Ertesi g\u00fcn fiyat d\u00fc\u015ft\u00fc. \u0130talya\u2019daki acil durumlarla kar\u015f\u0131 kar\u015f\u0131ya kalmas\u0131ndaki fakt\u00f6rlerden biri piyasa konsantrasyonu. HHI \u00f6nemli<\/p>\n Blackstone<\/a> ba\u015fkan yard\u0131mc\u0131s\u0131 Byron Wien\u2019in 30 y\u0131ld\u0131r yay\u0131nlad\u0131\u011f\u0131 yeni y\u0131ldaki s\u00fcrprizlerde, WTI 80$, ABD daha h\u0131zl\u0131 b\u00fcy\u00fcr, \u00c7in daha yava\u015f ama d\u00fcnyay\u0131 yava\u015flatmaz. ABD\u2019de enflasyon ve faiz artar.<\/p>\n Grafikler<\/b><\/p>\n TTF\u2019de %40 verimli k\u00f6m\u00fcrden %55 verimli gaz ge\u00e7i\u015fi i\u00e7in fiyat ve TTF fiyat\u0131 (Argus)<\/p>\n Varl\u0131k s\u0131n\u0131flar\u0131n\u0131n oynakl\u0131k ve getiri oranlar\u0131 (Bloomberg,Jefferies via @tracyalloway<\/u><\/span><\/a>)<\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":" Bug\u00fcn Meltdown ve Spectre \u00e7ip donan\u0131mlar\u0131ndaki a\u00e7\u0131k ile \u015fifrelerin \u00e7al\u0131nabilmesinin m\u00fcmk\u00fcn oldu\u011fu haberi \u00e7ok konu\u015fuldu. LNG piyasas\u0131nda arz fazlas\u0131 var m\u0131? Kendi testini kendin yap karar ver. Nijerya\u2019da elektrik kesintisi olmu\u015f ama Reuters\u2019e g\u00f6re kimse farketmemi\u015f. Perovskite \u00e7al\u0131\u015fmalar\u0131 art\u0131yor. Energiewende dijitalle\u015fme barometresi yay\u0131nlanacak. \u0130spanya\u2019da da gaz talebi artt\u0131 kurakl\u0131ktan. 25 Aral\u0131k 2017\u2019de DESFA haberine bir … Continue reading 4 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\/1651"}],"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=1651"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1651\/revisions"}],"predecessor-version":[{"id":1654,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1651\/revisions\/1654"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1651"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1651"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1651"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2018\/01\/img_5a4e7aa860962.png\")
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