Singapur\u2019da Almanlar bir di\u011fer borsa kurmaktan vazge\u00e7ince \u00c7inli Apex t\u00fcrev borsas\u0131 <\/u><\/span><\/a>kurmak i\u00e7in izin ald\u0131. Rafine palm ya\u011f\u0131 t\u00fcrevleri, sonra do\u011fal lastik vs. Apex\u2019in %20 hissesi de Rosneft\u2019te 9 milyar $ hissesi olan CEFC China Energy\u2019de. Bu Singapur\u2019daki 3. Borsa olacak.<\/p>\n \u00c7in\u2019de <\/u><\/span><\/a>Mart\u2019ta devreye girecek vergi sistemi ile ba\u011f\u0131ms\u0131z rafinerilerin (teapot) marj\u0131 eriyece\u011finden geri duruyorlar. Bu da ilk \u00e7eyrek \u00c7in ithalat rakamlar\u0131n\u0131 etkileyebilir. Ama 2018\u2019de \u00c7in\u2019in artan rafineri kapasitesinden dolay\u0131 al\u0131mlar %10 artabilir.<\/p>\n Glencore<\/a> CEO\u2019su Ivan Glasenberg\u2019in sunumu bak\u0131r ve emtia talebini anlamak a\u00e7\u0131s\u0131ndan \u00f6nemli mesajlarla dolu. B\u00fcy\u00fcme, bak\u0131r talebi getirir. Madenci \u015firketler \u015fu anda de\u011ferlerinin alt\u0131nda.<\/p>\n Shell LNG <\/a>g\u00f6r\u00fcn\u00fcm\u00fcnde, k\u00f6m\u00fcr\u00fcn elektrikteki pay\u0131 artt\u0131k\u00e7a hava kalitesi u\u00e7 noktada k\u00f6t\u00fcle\u015fiyor. K\u00fcresel enerji talebindeki art\u0131\u015f\u0131n %46s\u0131 gaz. Asya art\u0131\u015f\u0131n %38\u2019i. \u00c7in\u2019deki gaz talep art\u0131\u015f\u0131n\u0131n tamam\u0131 elektrik harici sekt\u00f6rlerden. LNG sekt\u00f6r\u00fc beklenti \u00f6tesi b\u00fcy\u00fcyor.<\/p>\n WSJ\u2019 nin en iyi ekonomik tahminci se\u00e7ti\u011fi Macroeconomic Advisers\u2019<\/a>dan : \u201cBu bilim yan\u0131 modelleme; bu muhakeme yani veriye yeterince dikkat edip, modelin i\u015fini do\u011fru yapamamas\u0131 durumunda alternatif perspektifleri getirmek ve iyi doz \u015fans\u201d<\/p>\n California<\/a> benzin fiyatlar\u0131 \u00fclkeye g\u00f6re 2015\u2019teki Torrance Rafineri yang\u0131n\u0131ndan beri ortalaman\u0131n \u00fczerinde. Bunun altyap\u0131, talep gibi sebebi de olsa, birileri arz-talep s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n\u0131 f\u0131rsat biliyor olabilir. Soru\u015fturma yak\u0131n<\/p>\n [FT$<\/a>]\u0130ngiltere\u2019de National Grid, merkezi \u00fcretimleri biliyor ama da\u011f\u0131t\u0131k \u00fcretimleri tam olarak bilmiyor. Pik zamanlarda 10 GW(%17) etki yapabilen bu tesisler Ocak\u2019ta \u0130ngiltere \u00fcretiminin %7si civar\u0131ndayd\u0131. E\u011fer talebi net g\u00f6remezse kapasite gereklili\u011fini nas\u0131l \u00e7\u0131karacak?<\/p>\n Petrol fiyatlar\u0131 <\/a>bir yol ayr\u0131m\u0131nda m\u0131? Uzun pozisyonlar\u0131n k\u0131sa pozisyonlara oran\u0131 11\u2019e 1 olmas\u0131na ra\u011fmen son haftalarda d\u00fc\u015f\u00fc\u015fte. 5 y\u0131l ortalamada WTI\u2019da do\u011fru fiyat 65$\/v<\/p>\n Daimler\u2019in %9.7\u2019sini \u00c7inli Zheijang Geely ald\u0131. Alman do\u011falgaz ithalat\u0131 2017\u2019de %15 artt\u0131, ortalama gaz fiyat\u0131 151 $\/1000 m3. Almanya\u2019n\u0131n<\/a> en \u00f6nemli ihracat\u0131 araba ve par\u00e7alar\u0131 oldu 234.4 milyar \u20ac, sonra makine ve kimya geldi.<\/p>\n \u015eirketler kay\u0131tzincirini<\/a> d\u00f6n\u00fc\u015ft\u00fcr\u00fcc\u00fc olarak de\u011fil maliyet d\u00fc\u015f\u00fcr\u00fcc\u00fc olarak tercih ediyorlar. Petrol ticaretinde 3 saat s\u00fcren i\u015flemler 25 dakikaya d\u00fc\u015f\u00fcyor. Hukuki olarak ka\u011f\u0131t kadar ge\u00e7erli de\u011fil.<\/p>\n Grafikler<\/strong><\/p>\n Glencore\u2019a d\u00fcnya da belirli emtialar\u0131n y\u0131ll\u0131k art\u0131\u015f\u0131 ve bak\u0131r talebi (Glencore<\/a>)<\/p>\n Bug\u00fcn Shell LNG g\u00f6r\u00fcn\u00fcm\u00fc de yay\u0131nland\u0131. Petrol \u015firketlerinin enerji g\u00f6r\u00fcn\u00fcm\u00fc yay\u0131nlamas\u0131 daha \u00e7ok kendi yat\u0131r\u0131m yapt\u0131klar\u0131 gelece\u011fe ikna \u00e7abas\u0131. Mesela BP\u2019de hem elektrikli araba art\u0131yor, hem petrol talebi ama sonra aniden yava\u015fl\u0131yor. Shell\u2019de LNG gelece\u011fine yapt\u0131\u011f\u0131 yat\u0131r\u0131mlara arka \u00e7\u0131kan gerek\u00e7eler koyuyor. Di\u011fer taraftan yeni teknolojilerde BNEF\u2019de ise evlere \u015fenlik \u00f6ng\u00f6r\u00fcler var. Bunlar\u0131n hepsi \u00e7ok zeki … Continue reading 26 \u015eubat 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\/1790"}],"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=1790"}],"version-history":[{"count":2,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1790\/revisions"}],"predecessor-version":[{"id":1793,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1790\/revisions\/1793"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1790"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1790"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1790"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"https:\/\/www.zerohedge.com\/sites\/default\/files\/inline-images\/known%20unkonwns%202.26.jpg?itok=KNA2esLf\")
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