{"id":1714,"date":"2018-01-26T17:39:11","date_gmt":"2018-01-26T17:39:11","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1714"},"modified":"2018-01-26T17:39:11","modified_gmt":"2018-01-26T17:39:11","slug":"26-ocak-2018","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2018\/01\/26-ocak-2018\/","title":{"rendered":"26 Ocak 2018"},"content":{"rendered":"

D\u00fcn \u0130ngilizce \u00f6zete ilgi olur mu diye b\u00f6l\u00fc\u015ft\u00fcm. Tekrar ara ara yapabilirim. Petrol fiyatlar\u0131 y\u00fckseli\u015fe zay\u0131f dolar, sonra Trump’un g\u00fc\u00e7l\u00fc dolar a\u00e7\u0131klamas\u0131 ile \u00f6nce dalgal\u0131 sonra y\u00fckseli\u015fle devam etti. Koruma (hedge) fonlar, petrol d\u00fc\u015ferken veya \u00e7\u0131karkenden \u00e7ok h\u0131zla y\u00f6n de\u011fi\u015ftirdi\u011fi d\u00f6nemlerde paray\u0131 vuruyor. Petrolde 2018’de 100$’lar g\u00f6r\u00fcl\u00fcr, \u015feylin performans\u0131 yeterli de\u011fil diyen de var, yak\u0131nda bir d\u00fczeltme g\u00f6r\u00fcr\u00fcz diyenlerde. Hepsi uzman. Shell piyasa de\u011feri a\u00e7\u0131s\u0131ndan Exxon’u yakalamaya yak\u0131n, 2.ydi 1.olabilir, en b\u00fcy\u00fck sebeplerden biri BG (british gaz) al\u0131m\u0131 deniyor. G\u00fcn\u00fcn sorusu (cevab\u0131 bilmiyorum), 50-60$’larda artan geli\u015fmekte olan \u00fclke talebi ve orta direk t\u00fcketici, 70$’larda da t\u00fcketim h\u0131z\u0131n\u0131 devam ettirir mi? Enel, “Enerjinin Google”‘\u0131 m\u0131, i\u015f modelleri ayn\u0131 m\u0131 rakip hesap @akgunib ile tart\u0131\u015fmam\u0131z\u0131 buradan<\/a> okuyabilirsiniz.<\/p>\n

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

Zay\u0131f dolar<\/u><\/span><\/a>, Bloomberg emtia endeksini 2.5 y\u0131l\u0131n zirvesine ta\u015f\u0131d\u0131. Haftan\u0131n en \u00e7ok kazand\u0131ranlar\u0131, nikel, do\u011falgaz, en \u00e7ok kaybettirenleri demir cevheri, pamuk oldu. Yak\u0131nda petrol stok d\u00fc\u015f\u00fc\u015fleri durur diyor. PEtrol fiyatlar\u0131 bir d\u00fc\u015f\u00fc\u015fe ba\u015flarsa bu d\u00fczeltme d\u00fc\u015f\u00fc\u015f olabilir diyor.<\/p>\n

ABD\u2019de kutup r\u00fczgar\u0131,<\/u><\/span><\/a> polar vortex, \u015eubat 2.haftas\u0131nda rekor so\u011fuklarla geri d\u00f6necek gibi.<\/p>\n

\u00c7in<\/u><\/span><\/a> devleti, kendinden izinsiz petrol rafineri geni\u015fleme yat\u0131r\u0131m\u0131 yapanlara bask\u0131n yapacak. G\u00fcnl\u00fck 40,000 v\/g kapasite alt\u0131ndaki rafinerileri kapatacak.<\/p>\n

Shell<\/u><\/span><\/a>, Exxon\u2019u yakalamya yak\u0131n. Piyasa de\u011feri fark\u0131 baya\u011f\u0131 kapanm\u0131\u015f:73 milyar $. Bu sene Shell 16 milyar $ kar(profit), Exxon 15.7 milyar $ gelir(earnings) a\u00e7\u0131klayabilir. Shell B tipi hisselerin getirisi Exxon\u2019un 5 kat\u0131 olmu\u015f. BG\u2019nin al\u0131m\u0131 Shell\u2019e yaram\u0131\u015f. \u0130kisi de 4 mv\/g petrol e\u015fde\u011ferine yak\u0131n.<\/p>\n

100$\/v petrol fiyat\u0131 bu sene i\u00e7inde <\/u><\/span><\/a>g\u00f6r\u00fclebilir. Bu teze g\u00f6re \u015feylde yorgunluk belirtileri var, bo\u015flu\u011fu kapatamayabilir. 2007\u2019deki \u015feyl devriminden beri, 360 milyar varil petrol t\u00fckettik ama sadece 110 milyar varil geleneksel yeni petrol rezervi bulundu. Hindistan\u2019\u0131n petrol talebi de<\/p>\n

Shell<\/u><\/span><\/a>, 400 milyon $\u2019un \u00fczerinde para harcayarak g\u00fcne\u015f enerjisi, elektrikli araba \u015farj noktalar\u0131 sat\u0131n ald\u0131. \u015eirketin toplam y\u0131ll\u0131k harcamas\u0131 25 milyar $. Aral\u0131kta 200 milyon $ First Utility adl\u0131 tedarik\u00e7i, ay ba\u015f\u0131nda 217 milyon $\u2019a g\u00fcne\u015fte %43 hisse (Silicon Ranch Corporation).<\/p>\n

Suudi enerji bakan\u0131 Khalid al-Falih, Rus TASS\u2019a petroldeki varil ba\u015f\u0131na 25$\u2019l\u0131k art\u0131\u015f\u0131n<\/u><\/span><\/a> OPEC ve Rusya anla\u015fmas\u0131n\u0131n sonucunda oldu\u011funu s\u00f6yledi. Rus b\u00fct\u00e7esine katk\u0131 14 milyar $ oldu.<\/p>\n

Art Berman\u2019<\/u><\/span><\/a>a g\u00f6re ABD petrol talebi 173,000 v\/g d\u00fc\u015ferek 20.6 mv\/g oldu. 2017 ortalamas\u0131 20.1 mv\/g d\u00fc.<\/p>\n

[Rapor<\/u><\/span><\/a>] Avrupa genelinde t\u00fcketicilerin \u00f6dedi\u011fi \u015febeke bedelleri giderek art\u0131yor. Bunun da kWh\u2019e g\u00f6re de\u011fi\u015fen k\u0131sm\u0131 de\u011fil, sabit k\u0131sm\u0131 art\u0131yor. Bu bedellerin art\u0131\u015f\u0131 \u015febeke altyap\u0131s\u0131n\u0131n daha verimli kullan\u0131lmas\u0131n\u0131 engelleyebilir.<\/p>\n

Vanadium<\/u><\/span><\/a>, son bir y\u0131lda %130 artt\u0131. Talebin %90\u2019\u0131 \u00e7elik sekt\u00f6r\u00fcnden ve g\u00fc\u00e7l\u00fc. Ayr\u0131ca vanadium-flow(ak\u0131\u015f) pillerinde de kullan\u0131l\u0131yor. E\u011fer b\u00f6yle giderse Vanadium piller Tesla an\u0131na gelemeden \u00f6l\u00fcr.<\/p>\n

Kuzey Kore,<\/u><\/span><\/a> Rusya \u00fczerinden Japonya ve G\u00fcney Kore\u2019ye gizlice k\u00f6m\u00fcr sat\u0131yor. \u00c7in ku\u015fak projesini Arktik\u2019e uzatt\u0131.<\/p>\n

2017\u2019de Hindistan<\/u><\/span><\/a>\u2019da en \u00e7ok jet yak\u0131tlar\u0131 %9.3 artm\u0131\u015f. LPG %7.5. D\u00fcnya Bankas\u0131 GDP\u2019nin 2018\u2019de %7.3, 2018\u2019de %7.5 artmas\u0131n\u0131 bekliyor. 2017\u2019de petrol talebi 120,000 v\/g artt\u0131, 2018\u2019de 300,000 v\/g bekleniyor. Artan petrol fiyatlar\u0131 t\u00fcketiciyi etkiliyor, nihai pompa fiyatlar\u0131 d\u00fcnya fiyatlar\u0131na ba\u011fl\u0131<\/p>\n

K\u00f6m\u00fcr\u00fcn yerine programlama <\/u><\/span><\/a>m\u0131 geliyor. Yeni mavi yakal\u0131 i\u015f kolu kodlama. Kentucky\u2019da bir teknoloji \u015firketi k\u00f6m\u00fcr madencilerini programc\u0131 olarak e\u011fitiyor. \u201cK\u00f6m\u00fcr madencileri ger\u00e7ekte kirlenmi\u015f teknoloji \u00e7al\u0131\u015fanlar\u0131\u201d, \u00e7\u00fcnk\u00fc derin odaklanma, tak\u0131m oyunu ve kar\u0131\u015f\u0131k m\u00fchendislik teknolojileriyle \u00e7al\u0131\u015fma becerilerine sahip.<\/p>\n

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

Geleneksel rezervler ve t\u00fcketim (Gochring & Rozencwajg)<\/u><\/span><\/a><\/p>\n

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

D\u00fcn \u0130ngilizce \u00f6zete ilgi olur mu diye b\u00f6l\u00fc\u015ft\u00fcm. Tekrar ara ara yapabilirim. Petrol fiyatlar\u0131 y\u00fckseli\u015fe zay\u0131f dolar, sonra Trump’un g\u00fc\u00e7l\u00fc dolar a\u00e7\u0131klamas\u0131 ile \u00f6nce dalgal\u0131 sonra y\u00fckseli\u015fle devam etti. Koruma (hedge) fonlar, petrol d\u00fc\u015ferken veya \u00e7\u0131karkenden \u00e7ok h\u0131zla y\u00f6n de\u011fi\u015ftirdi\u011fi d\u00f6nemlerde paray\u0131 vuruyor. Petrolde 2018’de 100$’lar g\u00f6r\u00fcl\u00fcr, \u015feylin performans\u0131 yeterli de\u011fil diyen de var, yak\u0131nda … Continue reading 26 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\/1714"}],"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=1714"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1714\/revisions"}],"predecessor-version":[{"id":1716,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1714\/revisions\/1716"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1714"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1714"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1714"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}