{"id":1667,"date":"2018-01-10T18:22:05","date_gmt":"2018-01-10T18:22:05","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1667"},"modified":"2018-01-10T18:22:05","modified_gmt":"2018-01-10T18:22:05","slug":"10-ocak-2018","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2018\/01\/10-ocak-2018\/","title":{"rendered":"10 Ocak 2018"},"content":{"rendered":"

Irrational Exuberance<\/u><\/span><\/a>\u2019dan \u00e7\u0131kar\u0131m\u0131m bir balon var ise, bir fiyat\u0131n her zaman de\u011ferinin \u00f6nce \u00fczerine \u00e7\u0131kmas\u0131 laz\u0131m. Yeni ba\u015flad\u0131\u011f\u0131m kitap \u00fccretsiz nette: \u201cThe Political Economy of Clean Energy Transitions<\/u><\/span><\/a>\u201d, fena de\u011fil, geni\u015f perspektif. Daha \u00f6nce de \u201cNitrate King\u201d de \u015eili (\u00f6nce Peru) nitratlar\u0131n\u0131n hikayesi vard\u0131. Bu hikaye bug\u00fcn kobalt i\u00e7in \u00f6nemli, bug\u00fcn iki haber vard\u0131 lityum pillerde kobalt yerine ba\u015fka materyaller ile ilgili. Venez\u00fcella 2018 sonuna 700-800bin v\/g daha d\u00fc\u015febilir. S&P500 ile CRB ters hareket edermi\u015f. \u00c7in k\u00f6m\u00fcrle \u0131s\u0131tmay\u0131 azaltcak ama %33\u2019\u00fc do\u011falgaz. Almanya\u2019da emisyon tart\u0131\u015fmas\u0131 bu hafta s\u00fcrer. Ofgem ba\u015fkan\u0131 d\u00fc\u015f\u00fck gelirli hanelerin enerji faturalar\u0131 i\u00e7in daha \u00f6nce \u00f6nlem almad\u0131klar\u0131 i\u00e7in \u00f6z\u00fcr diledi. K\u00f6m\u00fcrc\u00fc Robert Murray, FERC\u2019in karar\u0131nda b\u00fcrokratlar\u0131 su\u00e7lad\u0131.<\/p>\n

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

2018\u2019de neye yat\u0131ral\u0131m sorusuna, emtia diye Doubline CEOsu <\/u><\/span><\/a>Jeffrey Gundlach \u015f\u00f6yle diyor : \u201cS&P500\u2019\u00fcn toplam getirisi ile Goldman Sachs Commodity Index ters orant\u0131l\u0131\u201d. Petrol ve alt\u0131n demi\u015f. B\u00f6yle ba\u015flar balonlar\u2026<\/p>\n

Panasonic,Tesla i\u00e7in g\u00fcne\u015f kiremiti <\/u><\/span><\/a>\u00fcretimine ba\u015flad\u0131. 260 milyon $\u2019a HIT (heterojunction thin layer) g\u00fcne\u015f panelleri yap\u0131yor.<\/p>\n

\u00c7in <\/u><\/span><\/a>a\u011f\u0131r a\u011f\u0131r ABD tahivllerini elden \u00e7\u0131karmay\u0131 d\u00fc\u015f\u00fcn\u00fcyor haberi \u00e7\u0131k\u0131nca, dollar, hazine bonolar\u0131, borsa gelecekleri d\u00fc\u015ft\u00fc. Petrol ters hareket eder, dolar de\u011feri d\u00fc\u015ft\u00fck\u00e7e petrol artar.<\/p>\n

Citigroup\u2019a g\u00f6re Venez\u00fcalla\u2019n\u0131n <\/u><\/span><\/a>petrol \u00fcretimi 2017\u2019de 0.3-0.4 mv\/g d\u00fc\u015ferek 1.7-1.8 mv\/g ile y\u0131l\u0131 kapatt\u0131\u011f\u0131 d\u00fc\u015f\u00fcn\u00fcl\u00fcyor. 2018 sonu 1 mv\/g alt\u0131 ihtimal dahilinde diyor. \u00dclke altyap\u0131s\u0131 da \u00e7\u00f6kerse sorun b\u00fcy\u00fcr demi\u015fler.<\/p>\n

ABD\u2019de k\u00f6m\u00fcr yat\u0131r\u0131mc\u0131lar\u0131ndan Robert Murray<\/u><\/span><\/a>, Trump kampanyas\u0131na 300,000$ vermi\u015fti. NYT haberinde 23 Mart 2017\u2019de<\/u><\/span><\/a> Enerji bakan\u0131na bir hareket plan\u0131 sundu, ad\u0131m ad\u0131m uygulanmaya \u00e7al\u0131\u015f\u0131l\u0131yor. Sekt\u00f6r\u00fcn bu g\u00fcc\u00fc kritize edilmi\u015f. Murray FERC karar\u0131na<\/u><\/span><\/a> \u201cb\u00fcrokratik maval\u201d dedi.<\/p>\n

\u00c7in <\/u><\/span><\/a>k\u00f6m\u00fcrle \u0131s\u0131tmada k\u00f6m\u00fcr\u00fcn pay\u0131n\u0131 d\u00fc\u015f\u00fcrmeye devam edecek. 2021\u2019e 63 milyon hanenin k\u00f6m\u00fcrden vazge\u00e7irerek 140 milyon ton k\u00f6m\u00fcr\u00fc kullan\u0131mdan \u00e7\u0131karacak. 2017 plan\u0131nda %80 do\u011falgaz ikame iken yenisinde \u2153. Yaz\u0131da rakamlar tutmuyor ama bir \u00c7in analizi.<\/p>\n

Renault-Nissan-Mitsubishi<\/u><\/span><\/a> 1 milyar $\u2019l\u0131k Alliance Ventures isimli bir ortakl\u0131k ile, yeni ta\u015f\u0131mac\u0131l\u0131k, elektrifikasyon, otonom s\u00fcr\u00fc\u015f, ba\u011flant\u0131l\u0131l\u0131k ve yapay zeka yat\u0131r\u0131m\u0131 yapacak ama as\u0131l yat\u0131r\u0131m Ionic Materials – kobalts\u0131z kat\u0131 hal piller.<\/p>\n

Kobalt\u0131 demir ve oksijen ile de\u011fi\u015ftiren bir ara\u015ft\u0131rma <\/u><\/span><\/a>sonucu daha. Pil kapasitesini 8 kat artt\u0131r\u0131r.<\/p>\n

[FT$]Ofgem <\/u><\/span><\/a>Ba\u015fkan\u0131 Dermot Nolan, d\u00fc\u015f\u00fck gelirli haneleri korumak i\u00e7in daha \u00f6nce hareket etmedi\u011fi i\u00e7in \u00f6z\u00fcr diledi. Konu elektrik-gaz faturalar\u0131na tavan getirilmesi, 30 y\u0131l\u0131n en b\u00fcy\u00fck devlet m\u00fcdahalesi olarak g\u00f6r\u00fcl\u00fcyor.<\/p>\n

Atlantic Council<\/u><\/span><\/a> raporunda Fas Ortado\u011fu diye ge\u00e7mi\u015f ama yenilenebilirde en ilerde olanlardan biri Fas. Di\u011fer b\u00f6lgede projeler \u00e7ok k\u00fc\u00e7\u00fck. Sonu\u00e7ta yenilenebilirler tuzdan ar\u0131nd\u0131r\u0131lm\u0131\u015f su ihtiyac\u0131n\u0131 arttr\u0131r bu da dolayl\u0131 olarak kirlili\u011fi artt\u0131r\u0131r diyor.<\/p>\n

Trump\u2019un ABD a\u00e7\u0131k deniz petrol ve gaz aramac\u0131l\u0131\u011f\u0131n\u0131<\/u><\/span><\/a> geni\u015fletme planlar\u0131ndan daha 1 hafta ge\u00e7medi, i\u00e7i\u015fleri bakan\u0131 Florida\u2019y\u0131 listeden \u00e7\u0131kartt\u0131.<\/p>\n

ABD\u2019de NuScale\u2019in <\/u><\/span><\/a>50 MW\u2019l\u0131k mod\u00fcler n\u00fckleer reakt\u00f6r tasar\u0131m\u0131 ilk a\u015famay\u0131 ge\u00e7mi\u015f. 2020 sonbahar\u2019da nihai rapor onaylam\u0131\u015f olur.<\/p>\n

Otonom arabalarla<\/u><\/span><\/a> VMT yani ara\u00e7 ba\u015f\u0131 kat edilen yol artacak, dolay\u0131s\u0131yla her mil daha verimli katedilmek zorunda kalacak bu da elektrifikasyona geliyor.[otonom, payla\u015f\u0131m, elektrik]<\/p>\n

Almanya\u2019n\u0131n <\/u><\/span><\/a>2020 emisyon d\u00fc\u015f\u00fc\u015f\u00fc hedefini \u00f6telemesine yorumlardan biri :\u201d2 y\u0131l i\u00e7inde 150 milyon ton emisyon azaltmak realist de\u011fildi\u201d zaten. Almanya\u2019da ihale ile verilen g\u00fcne\u015f yat\u0131r\u0131mlar\u0131n\u0131n 3.turunda kabul alanlar\u0131n %90\u2019u tesisleri tamamlam\u0131\u015f.<\/p>\n

[Editoryal-Nature Energy<\/u><\/span><\/a>] D\u00f6n\u00fc\u015f\u00fcmler say\u0131sal de\u011fil vekt\u00f6rel, yani de\u011fi\u015fimin y\u00f6n\u00fcn\u00fc belirleyen geli\u015fmeler \u00f6nemli. 2013-2016 d\u00f6neminde G20 \u00fclkeleri k\u00f6m\u00fcr projelerin 38 milyar $ kamu yard\u0131m\u0131 yapt\u0131, yenilenebilirde 25 milyar $. Tesla, K\u00fcresel emisyonlar %2 artt\u0131, genel bak\u0131\u015f.<\/p>\n

Grafik<\/strong><\/p>\n

Hindistan\u2019\u0131n aydan aya beklenen petrol \u00fcr\u00fcnleri talep art\u0131\u015f\u0131 (JBC via @mattpiotrowski<\/u><\/span><\/a>)<\/p>\n

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

Irrational Exuberance\u2019dan \u00e7\u0131kar\u0131m\u0131m bir balon var ise, bir fiyat\u0131n her zaman de\u011ferinin \u00f6nce \u00fczerine \u00e7\u0131kmas\u0131 laz\u0131m. Yeni ba\u015flad\u0131\u011f\u0131m kitap \u00fccretsiz nette: \u201cThe Political Economy of Clean Energy Transitions\u201d, fena de\u011fil, geni\u015f perspektif. Daha \u00f6nce de \u201cNitrate King\u201d de \u015eili (\u00f6nce Peru) nitratlar\u0131n\u0131n hikayesi vard\u0131. Bu hikaye bug\u00fcn kobalt i\u00e7in \u00f6nemli, bug\u00fcn iki haber vard\u0131 lityum … Continue reading 10 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\/1667"}],"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=1667"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1667\/revisions"}],"predecessor-version":[{"id":1669,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1667\/revisions\/1669"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1667"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1667"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1667"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}