{"id":1725,"date":"2018-01-31T18:03:33","date_gmt":"2018-01-31T18:03:33","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1725"},"modified":"2018-01-31T18:03:33","modified_gmt":"2018-01-31T18:03:33","slug":"31-ocak-2018","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2018\/01\/31-ocak-2018\/","title":{"rendered":"31 Ocak 2018"},"content":{"rendered":"<p>Petrol fiyatlar\u0131 sa\u011flam d\u00fc\u015ft\u00fc az toparlad\u0131 ama bu sene ilk \u00e7eyrekte bu d\u00fc\u015f\u00fc\u015fler normal. UBS analisti de fiyat\u0131 d\u00fc\u015f\u00fcrm\u00fc\u015f. Ikinci yar\u0131da fiyat 80$\/v\u2019e \u00e7\u0131kar diyenler de var. Asl\u0131nda bu hareketler ka\u011f\u0131t tacirlerinin sevdi\u011fi hava, bence dinamikler sadece meze bu havalarda. Petrol \u015firketleri yar\u0131ndan itibaren 2017\u00c74 gelirleri a\u00e7\u0131klayacak. ICCT\u2019ye g\u00f6re dizelin eski avantaj\u0131 kalmad\u0131. Mercedes EQ serisi ile elektrik-hibrit i\u015finde Tesla\u2019ya rakip olacak gibi. Meksika k\u00f6rfezinde ve Kuzey Denizinde yeni petrol ke\u015fifleri. D\u00fcnyadaki b\u00fcy\u00fck tankerlerde \u00e7o\u011funluk \u00c7inlilerde. \u00c7in\u2019deki ba\u011f\u0131ms\u0131z rafineriler bir vergi d\u00fczenlemesi y\u00fcz\u00fcnden spot ham petrol kargolara h\u00fccum etti. Yani \u00fcr\u00fcn talebine bakmadan d\u00fcnya piyasas\u0131nda ham petrol talebini artt\u0131rd\u0131lar ve artt\u0131r\u0131yorlar. Spoofing\u2019den CFTC soru\u015fturmas\u0131nda de\u011ferli metal piyasas\u0131 manipulasyonu.<\/p>\n<p><b>\u00d6zetler<\/b><\/p>\n<p><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2018-01-31\/as-oil-majors-escape-the-rout-key-questions-emerge-for-2018\"><span style=\"color: #1155cc;\"><u>Petrol \u015firketlerinin <\/u><\/span><\/a>2017\u00c74 gelirleri yar\u0131ndan itibaren geliyor, y\u00fcksek gelirler bekliyoruz. 1 \u015eubat Shell, sonra Cuma Exxon, Chevron. BP 2020\u2019ye kadar 40$\/v kafa kafaya oran\u0131n\u0131 hedefledi\u011fini s\u00f6ylemi\u015fti. Trump\u2019un vergi etkisi \u00e7ok g\u00f6r\u00fclmeyebilir.<\/p>\n<p><a href=\"https:\/\/twitter.com\/OilSheppard\/status\/958706667335675904\"><span style=\"color: #1155cc;\"><u>UBS<\/u><\/span><\/a>, petrol de 3 ayl\u0131k Brent alt tahmini 61$\/v\u2019e d\u00fc\u015f\u00fcrd\u00fc. Stoklar artt\u0131k\u00e7a \u00c71\u2019de ka\u011f\u0131t pozisyonlar karars\u0131z hareketler yapabilir. 72$\/v\u2019de stop loss.<\/p>\n<p>De\u011ferli metal piyasas\u0131nda manipulasyondan ABD CFTC, DB\u2019ye 30 milyon $, UBS\u2019e 15 milyon $ ve HSBC\u2019ye 1.6 milyon $ ceza kesti. 8 tutuklama. Konu <a href=\"https:\/\/www.cnbc.com\/2018\/01\/29\/ubs-deutsche-bank-and-hsbc-to-pay-millions-in-spoofing-settlement.html\"><span style=\"color: #1155cc;\"><u>spoofing<\/u><\/span><\/a>, yani daha sonra iptal etme niyetiye al-sat emirleri vererek, arz veya talebi sanal olarak \u015fi\u015firme.<\/p>\n<p>Dizellerin iklim\/\u00e7evre avantaj\u0131 sebebiyle <a href=\"https:\/\/www.cleanenergywire.org\/news\/diesel-loses-climate-advantage-study-gore-calls-german-coal-exit\"><span style=\"color: #1155cc;\"><u>Almanya\u2019da <\/u><\/span><\/a>d\u00fc\u015f\u00fck vergiye sahip olmas\u0131 ICCT taraf\u0131ndan ele\u015ftirildi. Dizel yak\u0131t benzine g\u00f6re %30 daha az vergili. Alman elektrik etiketleme d\u00fczenlemesi \u201ckanuni ye\u015fil[le]y\u0131kama\u201d m\u0131?.<\/p>\n<p><a href=\"https:\/\/www.reuters.com\/article\/oil-prices-kemp\/rpt-column-u-s-oil-and-gas-drilling-costs-rise-as-rig-count-climbs-kemp-idUSL8N1PP669\"><span style=\"color: #1155cc;\"><u>Sondaj <\/u><\/span><\/a>maliyetleri Kas\u0131m 2016\u2019dan beri %10 artt\u0131. Mart 2014\u2019\u00fcn hala %27 alt\u0131nda.<\/p>\n<p>Bug\u00fcn <a href=\"https:\/\/www.upi.com\/Total-Chevron-declare-major-oil-find-in-the-Gulf-of-Mexico\/9121517400367\/?nll=1\"><span style=\"color: #1155cc;\"><u>Meksika K\u00f6rfezinde<\/u><\/span><\/a> Ballymore\u2019da, Total \u015fu ana kadarki en b\u00fcy\u00fck ke\u015ffini yapt\u0131\u011f\u0131n\u0131 duyurdu. <a href=\"https:\/\/seekingalpha.com\/news\/3326845-chevron-announces-major-deepwater-oil-discovery-gulf-mexico?uprof=80&amp;dr=1#email_link\"><span style=\"color: #1155cc;\"><u>Chevron <\/u><\/span><\/a>blokta %60 hisseye sahip. BP\u2019de \u0130ngiltere <a href=\"https:\/\/www.upi.com\/BP-makes-two-North-Sea-oil-discoveries\/8531517398469\/?nll=1\"><span style=\"color: #1155cc;\"><u>Kuzey Denizinde<\/u><\/span><\/a> iki yeni ke\u015fif yapt\u0131\u011f\u0131n\u0131, 2020\u2019de buradaki \u00fcretimini 2 misline \u00e7\u0131karaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131<\/p>\n<p>\u00c7in\u2019de <a href=\"https:\/\/www.platts.com\/latest-news\/oil\/singapore\/chinas-independent-refineries-rush-to-buy-spot-27910145\"><span style=\"color: #1155cc;\"><u>rafineriler <\/u><\/span><\/a>benzin ve gazya\u011f\u0131n\u0131 ham petrol yerine fuel oilden \u00fcretirlerse ton ba\u015f\u0131na 192$ vergi muafiyeti al\u0131yor. Mevzuat bo\u015flu\u011fu ile ba\u011f\u0131ms\u0131z rafinericiler ham petrol al\u0131p fuel oil g\u00f6steriyorlard\u0131. Mart\u2019ta yeni sistem devreye girecek. \u00d6ncesinde ham petrol al\u0131m\u0131na y\u00fcklendiler<\/p>\n<p><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2018-01-31\/rising-oil-risks-modi-s-reforms-as-populism-may-take-prominence\"><span style=\"color: #1155cc;\"><u>Hindistan\u2019da <\/u><\/span><\/a>Modi May\u0131s 2014\u2019te g\u00f6reve gelmi\u015fti. O zaman petrol fiyatlar\u0131 d\u00fc\u015f\u00fckt\u00fc ve fiyat kontrolleri d\u00fc\u015f\u00fcr\u00fcld\u00fc, vergi d\u00fczenlemesi geldi. \u015eimdi petrol fiyat\u0131 yukar\u0131 giderken, fiyat kontrolleri veya vergi d\u00fc\u015f\u00fc\u015f\u00fc gelebilir. 2004\u2019te de tekrar kontrol gelmi\u015fti.<\/p>\n<p><a href=\"https:\/\/www.axios.com\/global-energy-the-view-from-davos-1517275154-0a7c78df-757b-4211-acc1-295436068287.html\"><span style=\"color: #1155cc;\"><u>Davos\u2019ta <\/u><\/span><\/a>enerjide dijitalle\u015fme, yapay zeka, ABD \u015feyli konu\u015fuldu. Elektrik ve otonom ara\u00e7lar da tart\u0131\u015f\u0131l\u0131rken, bu ara\u00e7lar\u0131n sisteme giri\u015f h\u0131z\u0131 \u00fczerinde anla\u015fma sa\u011flanmayan aland\u0131.<\/p>\n<p><a href=\"http:\/\/media.daimler.com\/marsMediaSite\/en\/instance\/ko.xhtml?oid=32963028\"><span style=\"color: #1155cc;\"><u>Mercedes <\/u><\/span><\/a>EQ serisi ile elektrikli arabalarda h\u0131z kazanacak. 2022\u2019de Daimler t\u00fcm Mercedes-Benz modellerinde elektrikli model se\u00e7ene\u011fi sunacak. 48 V ve prizli hibrit modelleri olacak. 10 milyar \u20ac elektrikli ara\u00e7 \u00fcretimi, 1 milyar \u20ac k\u00fcresel pil \u00fcretim a\u011f\u0131 i\u00e7in kullanacak.<\/p>\n<p><a href=\"https:\/\/www.reuters.com\/article\/us-usa-oil-diamondpipeline\/diamond-pipeline-disrupts-oil-flows-around-u-s-idUSKBN1FI2NT\"><span style=\"color: #1155cc;\"><u>Diamond Boru<\/u><\/span><\/a> hatt\u0131, Cushing\u2019den Tennesse\u2019ye, Aral\u0131kta a\u00e7\u0131ld\u0131, 200,000 v\/g. Hat 440 mil, sonunda Valero rafinerisi var. Eskiden \u00f6nce Bakken \u015feyl b\u00f6lgesinden demiryolu ile Louisiana sonra da Capline boru hatt\u0131na. Ta\u015f\u0131ma fiyat fark\u0131 kayboldu.<\/p>\n<p>5 b\u00fcy\u00fck deniz \u015firketinin sahip oldu\u011fu 227 <a href=\"https:\/\/worldmaritimenews.com\/archives\/242495\/vesselsvalue-chinese-owners-take-the-lead-in-vlcc-market\/\"><span style=\"color: #1155cc;\"><u>VLCC\u2019nin(\u00e7ok b\u00fcy\u00fck petrol tankeri)<\/u><\/span><\/a>, 110\u2019u \u00c7in yap\u0131m\u0131, 98\u2019i G\u00fcney Kore. China VLCC ile COSCO, birlikte 83 tankere sahipler, 19\u2019da sipari\u015fte. Euronav NV ile Gener8 Maritime birle\u015fmesi de resmile\u015fti 56 \u00e7al\u0131\u015fan gemi.<\/p>\n<p><strong>Grafikler<\/strong><\/p>\n<p>Brent WTI fark\u0131 nas\u0131l 2.7 $\/v\u2019e d\u00fc\u015ft\u00fc. (<a href=\"https:\/\/twitter.com\/aeberman12\/status\/958710703459680256\"><span style=\"color: #1155cc;\"><u>Art Berman<\/u><\/span><\/a>)<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"683\" height=\"494\" class=\"alignnone size-full wp-image-1726 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2018\/01\/img_5a7204f1bee52.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2018\/01\/img_5a7204f1bee52.png 683w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2018\/01\/img_5a7204f1bee52-300x217.png 300w\" sizes=\"(max-width: 683px) 100vw, 683px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Petrol fiyatlar\u0131 sa\u011flam d\u00fc\u015ft\u00fc az toparlad\u0131 ama bu sene ilk \u00e7eyrekte bu d\u00fc\u015f\u00fc\u015fler normal. UBS analisti de fiyat\u0131 d\u00fc\u015f\u00fcrm\u00fc\u015f. Ikinci yar\u0131da fiyat 80$\/v\u2019e \u00e7\u0131kar diyenler de var. Asl\u0131nda bu hareketler ka\u011f\u0131t tacirlerinin sevdi\u011fi hava, bence dinamikler sadece meze bu havalarda. Petrol \u015firketleri yar\u0131ndan itibaren 2017\u00c74 gelirleri a\u00e7\u0131klayacak. ICCT\u2019ye g\u00f6re dizelin eski avantaj\u0131 kalmad\u0131. Mercedes EQ &hellip; <a href=\"https:\/\/barissanli.com\/eak\/2018\/01\/31-ocak-2018\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">31 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\/1725"}],"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=1725"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1725\/revisions"}],"predecessor-version":[{"id":1727,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1725\/revisions\/1727"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1725"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1725"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1725"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}