{"id":1810,"date":"2018-03-05T14:02:13","date_gmt":"2018-03-05T14:02:13","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=1810"},"modified":"2018-03-05T14:02:13","modified_gmt":"2018-03-05T14:02:13","slug":"5-mart-2018","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2018\/03\/5-mart-2018\/","title":{"rendered":"5 Mart 2018"},"content":{"rendered":"

100% yenilenebilir tart\u0131\u015fmas\u0131nda, Jacobson\u2019un hatas\u0131n\u0131 bir blog sitesi net ortaya koymu\u015f. Jacopson ge\u00e7en hafta kendini ele\u015ftirenleri dava etmekten vazge\u00e7mi\u015fti. Bug\u00fcn Ceraweek ba\u015fl\u0131yor, canl\u0131 yay\u0131nlanacak. Tar\u0131m \u00fcr\u00fcnleri spek\u00fclat\u00f6rlerin yeni favorisi. LNG pazar\u0131nda ba\u011f\u0131ms\u0131z tacirler :Uzun s\u00fcreli kontrat al, spot sat ile paylar\u0131n\u0131 artt\u0131r\u0131yor. Almanya\u2019da Mr. Energiewende ac\u0131 bir \u015fekilde istifa etti. Madencilerin yat\u0131r\u0131mlar\u0131 2017\u2019de iyi artt\u0131, artmaya da devem edecek. \u00c7in yine k\u00f6m\u00fcr ve \u00e7elik kapasitesi kesecek, temiz hava i\u00e7in<\/p>\n

\u00d6zetler<\/b><\/p>\n

Bu hafta Ceraweek bu ak\u015fam T\u00fcrkiye saati ile 20:00\u2019da ba\u015fl\u0131yor. Canl\u0131 yay\u0131n burada<\/a>. Ge\u00e7ti\u011fimiz hafta<\/a> WTI %3.6 d\u00fc\u015ft\u00fc, Brent %4. Sall\u0131-\u00c7ar\u015famba petrol arz\/stoklar\u0131, Cuma sondaj kule rakamlar\u0131.<\/p>\n

Gazda <\/a>ge\u00e7en hafta, Avrupa\u2019da gaz fiyatlar\u0131 s\u0131\u00e7rad\u0131, Shell LNG g\u00f6r\u00fcn\u00fcm\u00fcnde yeni yat\u0131r\u0131ma ihtiya\u00e7 var dedi, LNG arz\u0131 289 mt\u2019a ula\u015farak 2017\u2019de rekor k\u0131rd\u0131. Naftogaz Gazprom\u2019a kar\u015f\u0131 tahkim\u2019i kazand\u0131. Japon Jera, Avustralya\u2019ya gaz arz\u0131 i\u00e7in ekip kurdu. Papua\u2019da deprem oldu.<\/p>\n

[FT$<\/a>]Y\u0131lba\u015f\u0131ndan beri S&P tar\u0131m endeksi %9 artt\u0131. K\u0131\u015f uykusundan uyand\u0131lar. Spek\u00fclat\u00f6rler ABD\u2019De kurak durumlardan bu\u011fday, Bat\u0131 Afrikadaki ya\u011f\u0131\u015fs\u0131z durumdan kakao fiyatlar\u0131nda y\u00fckselme bekliyor. G\u0131da, sonra et, bu sene enflasyonist etki yapar.<\/p>\n

2018\u2019de kay\u0131tzincirine<\/a>(blockchain), daha \u00e7ok elektrik \u015firketi girecek, ABD\u2019de 2018\u2019de bu \u015firketlerin pilotlar\u0131n\u0131 g\u00f6rece\u011fiz, ticari platformlar<\/p>\n

ABD Enerji Bakanl\u0131\u011f\u0131n\u0131n NREL\u2019ine <\/a>g\u00f6re \u00e7at\u0131 tipi g\u00fcne\u015fin LCOE 2030\u2019da 0.05cent\/kWh\u2019e d\u00fc\u015febilir.<\/p>\n

Platts\u2019\u0131n JKM bazl\u0131 kontrat\u0131<\/a>, Asya LNG kontratlar\u0131nda benchmark oluyor. 2009\u2019da ba\u015flam\u0131\u015ft\u0131. Market olgunla\u015ft\u0131k\u00e7a daha \u00e7ok borsa tabanl\u0131 kontrat ve fiyatlar geli\u015fir demi\u015f biri.<\/p>\n

\u00c7in <\/a>hava kalitesi i\u00e7in (v.d.) \u00e7elik kapasitesini 30 milyon ton, k\u00f6m\u00fcr \u00fcretimini de 150 milyon ton daha k\u0131sacak<\/p>\n

[FT$<\/a>]Emtia tacirlerinin (Trafigura, Vitol, Glencore, Gunvor) LNG\u2019de 27 milyon ton(2017) ile piyasa pay\u0131n\u0131n %10\u2019unu y\u00f6netiyorlar, k\u0131sa d\u00f6nem kontrat. Vitol Fransa\u2019dan LNGyi M\u0131s\u0131r\u2019a g\u00f6r\u00fct\u00fcrken, Fransa\u2019da fiyatlar s\u0131\u00e7r\u0131yor, kargoyu ayn\u0131 yere geri bo\u015falt\u0131yor. Uzun al, k\u0131sa sat.<\/p>\n

Avrupa\u2019da so\u011fuklar <\/a>gaz fiyatlar\u0131nda 10 y\u0131l\u0131n en b\u00fcy\u00fck oynakl\u0131\u011f\u0131na sebep oldu. \u0130ngiltere\u2019de, 11 GW k\u00f6m\u00fcr ve r\u00fczgar sisteme destek oldu. Avrupa ba\u011flant\u0131s\u0131ndan TTF\u2019te artan fiyatlar sebebiyle tam kapasite gaz gelmedi. Bunlar tekrarlanmaya devam edecek.<\/p>\n

\u0130ngiliz d\u00fczenleyici Ofgem<\/a>, elektrik ve gaz \u015firketlerinin 12 aydan daha eski fatura d\u00fczeltmelerini yapamayaca\u011f\u0131n\u0131 bildirdi. Yani 12 ayda faturada yanl\u0131\u015f\u0131 d\u00fczelttin d\u00fczelttin.<\/p>\n

IEA\u2019a <\/a>g\u00f6re 2018-2020 aras\u0131 petrol arz art\u0131\u015f\u0131 talep art\u0131\u015f\u0131n\u0131 ge\u00e7ecek. Talep art\u0131\u015f\u0131n\u0131n %80\u2019i ABD \u00fcretim art\u0131\u015f\u0131 ile kar\u015f\u0131lanacak. Kanada, Brezilya ve Norve\u00e7\u2019te kalan\u0131n\u0131. Talep 2023\u2019te 104.7 mv\/g bekleniyor. Arzda 107 mv\/g ula\u015facak. Ama LTO(hafif pet) rafinericilerin favori girdi petrol\u00fc de\u011fil.<\/p>\n

Jacobson<\/a>(MZJ)\u2019un 100% yenilenebilir makalesi sonras\u0131nda tart\u0131\u015fma \u00e7ok b\u00fcy\u00fcm\u00fc\u015f, MZJ, Clark\u2019\u0131 mahkemeye verecekti geri ad\u0131m att\u0131. 100% yenilenebilir makalesi hatal\u0131ym\u0131\u015f, ABD\u2019de 87.48 GW g\u00f6r\u00fcnen hidro kapasitesi saatlik olarak LOADMATCH modelde 1348 GW\u2019a \u00e7\u0131k\u0131yormu\u015f. H\u0131rs h\u0131rs<\/p>\n

Ge\u00e7en sene madenciler <\/a>2016\u2019ya g\u00f6re arama i\u00e7in %15 daha fazla para harcad\u0131lar: 8.4 milyar $. Bu y\u0131l bu rakam %20 daha artabilir. Aslan pay\u0131 alt\u0131n, bak\u0131r, kur\u015fun-\u00e7inko. Lityum proje harcamalar\u0131 2\u2019ye, kobalt 4\u2019e katland\u0131. 2-3 sene sonra fiyat d\u00fc\u015f\u00fc\u015f\u00fcd\u00fcr.<\/p>\n

Uluslararas\u0131 gemilerden kaynakl\u0131 kirlili\u011fin \u00f6nlenmesi anla\u015fmas\u0131 MARPOL\u2019da<\/a>, 1 Mart itibari ile, gemilerin fuel-oil t\u00fcketimlerini kaydetme-tutma zorunlulu\u011fu devreye girdi. 1 Ocak 2019\u2019dan itibaren 5000 gros ton \u00fczeri gemiler fuel oil kullan\u0131mlar\u0131n\u0131 IMO\u2019ya bildirecek.<\/p>\n

Almanya devlet enerji bakan\u0131, Rainer Baake(Bay Energiewende)<\/a> istifa etti. 4 senedir energiewende politikas\u0131ndan sorumlu Ye\u015filler partisi politikac\u0131s\u0131yd\u0131. Ge\u00e7en hafta \u201cenerji politikas\u0131n\u0131 ideolojikle\u015ftirdi\u011fi i\u00e7in\u201d istifas\u0131 istenmi\u015fti.<\/p>\n

Grafikler<\/b><\/p>\n

\u0130ngiltere\u2019de son 28 g\u00fcnde saatlik elektrik \u00fcretiminde k\u00f6m\u00fcr\u00fcn pay\u0131(MyGridGB<\/a>)<\/p>\n

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

100% yenilenebilir tart\u0131\u015fmas\u0131nda, Jacobson\u2019un hatas\u0131n\u0131 bir blog sitesi net ortaya koymu\u015f. Jacopson ge\u00e7en hafta kendini ele\u015ftirenleri dava etmekten vazge\u00e7mi\u015fti. Bug\u00fcn Ceraweek ba\u015fl\u0131yor, canl\u0131 yay\u0131nlanacak. Tar\u0131m \u00fcr\u00fcnleri spek\u00fclat\u00f6rlerin yeni favorisi. LNG pazar\u0131nda ba\u011f\u0131ms\u0131z tacirler :Uzun s\u00fcreli kontrat al, spot sat ile paylar\u0131n\u0131 artt\u0131r\u0131yor. Almanya\u2019da Mr. Energiewende ac\u0131 bir \u015fekilde istifa etti. Madencilerin yat\u0131r\u0131mlar\u0131 2017\u2019de iyi artt\u0131, … Continue reading 5 Mart 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\/1810"}],"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=1810"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1810\/revisions"}],"predecessor-version":[{"id":1812,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/1810\/revisions\/1812"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=1810"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=1810"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=1810"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}