{"id":2438,"date":"2020-12-08T06:11:18","date_gmt":"2020-12-08T06:11:18","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=2438"},"modified":"2020-12-08T06:12:01","modified_gmt":"2020-12-08T06:12:01","slug":"8-aralik-2020","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2020\/12\/8-aralik-2020\/","title":{"rendered":"8 Aral\u0131k 2020"},"content":{"rendered":"\n

\u00c7in’de k\u00f6m\u00fcr \u015firketi batt\u0131, Ba\u015fkan yard\u0131mc\u0131s\u0131 sert tepki g\u00f6sterdi. Fakat d\u00fcnyan\u0131n en b\u00fcy\u00fck lityum \u00fcreticilerinden Tianqi Lithium<\/a>, 2 sene \u00f6nce \u015eili’de rakip Sociedad Quimica y Minera(SQM)’y\u0131 sat\u0131n almak i\u00e7in ald\u0131\u011f\u0131 4 milyar $’\u0131n Kas\u0131m sonu \u00f6demesi gereken 1.9 milyar $’\u0131n\u0131 \u00f6deyememi\u015f. SQM’i sat\u0131n ald\u0131\u011f\u0131nda lityum karbonat 17000$\/tondu. \u015eimdi arz fazlas\u0131ndan fiyatlar %70 d\u00fc\u015ft\u00fc.<\/p>\n\n\n\n

Bir grup b\u00fcy\u00fck enerji \u015firketi (Orsted,\u0130talya Snam,\u0130spanya \u0130berdrola, Suudi ACWA, \u00c7in Envision) <\/a>ye\u015fil hidrojen fiyat\u0131n\u0131 2$\/kg alt\u0131na getirmek i\u00e7in g\u00fc\u00e7birli\u011fi yapt\u0131. MEvcut kapasiteyi 50 kat artt\u0131rarak 2026’da 25 GW hidrojen \u00fcretim kapasitesi hedefliyorlar. \u015eu anda ye\u015fil hidrojen 3.5$ ila 8 dolar aras\u0131nda de\u011fi\u015fiyor. AB en az 40GW ye\u015fil hidrojen kapasitesi istiyor (2030). Snam gelecek 4 y\u0131lda 7 milyar \u20ac yat\u0131racak. “Hidrojenin Airbus”‘\u0131 denmi\u015f.<\/p>\n\n\n\n

Glencore<\/a> 1974’te kurulmu\u015f 42.5 milyar $ emtia ve maden \u015firketi, yeni CEOsu g\u00fcney Afrikal\u0131 45 ya\u015f\u0131ndaki Gary Nagle. DRC’deki maden i\u015finden dolay\u0131 ABD makamlar\u0131n\u0131n incelemesinde. 2018’de ba\u015flam\u0131\u015f, 3y\u0131l s\u00fcrer.Glencore sera gaz\u0131 emisyonlar\u0131n\u0131 2050’de nets\u0131f\u0131ra d\u00fc\u015f\u00fcrme taah\u00fct\u00fc verdi. K\u00f6m\u00fcr vergi \u00f6ncesi kazanc\u0131n %10’u, gelirin %5i. Giden CEO Glasenberg hala \u015firketin %9.1’ine-4 milyar $l\u0131k hisseye sahip.<\/p>\n\n\n\n

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Per\u015fembe g\u00fcn\u00fc AB komisyonu AB pil direktifinde<\/a> yeni bir g\u00fcncelleme bekliyor. AB’de pillerin satmak isteyenler daha sert \u00e7evre standartlar\u0131 ile y\u00fczle\u015fecek. AB komisyonuna g\u00f6re lityum’un geri d\u00f6n\u00fc\u015ft\u00fcr\u00fclme verimi %50. Br\u00fcksel madencili\u011fi daha fazla te\u015fvik etmek yerine daha fazla geri d\u00f6n\u00fc\u015ft\u00fcr\u00fclm\u00fc\u015f lityum istiyor. AB yeni d\u00fczenleme ile pillere “ikinci hayat”(\u015febeke)<\/p>\n\n\n\n

BAE’nin ilk n\u00fckleer \u00fcnitesi<\/a> Barakah 1.\u00fcnitesi 100% g\u00fcce, 1400 MW’a eri\u015fti. Kore tasar\u0131m\u0131 APR1400 reakt\u00f6r 2012’de in\u015faata ba\u015flanm\u0131\u015f 2018’de tamamlanm\u0131\u015ft\u0131. 2. \u00fcnite Temmuz’da tamamland\u0131, 3 ve 4. \u00fcniteler %93 %87 tamamland\u0131.<\/p>\n\n\n\n

\u00c7in ve Avustralya aras\u0131ndaki gerginlik, hem \u00c7in i\u00e7 piyasa k\u00f6m\u00fcr fiyatlar\u0131n\u0131 <\/a>hem de deniz a\u015f\u0131r\u0131 k\u00f6m\u00fcr fiyatlar\u0131n\u0131 u\u00e7urdu. Avustralya yerine Endonezya ve G\u00fcney Afrika k\u00f6m\u00fcrlerinin fiyat\u0131n\u0131 artt\u0131rd\u0131. Ocak’ta 9.49 milyon ton olan Avustralya’dan k\u00f6m\u00fcr ithalat\u0131 \u015fimdilerde 695,000 tona d\u00fc\u015fm\u00fc\u015f.<\/p>\n\n\n\n

\u0130ngiltere’de<\/a> haftasonundan bu yana elektrik sistem uyar\u0131lar\u0131 bitmedi. Normalde d\u00fc\u015f\u00fck talebin oldu\u011fu Pazar ak\u015fam\u0131 bile fiyatlar 470$\/MWh ‘e \u00e7\u0131kt\u0131. Talep so\u011fuklarla artt\u0131 ve r\u00fczgar da \u00e7ok d\u00fc\u015f\u00fck seyrediyor. 10 Aral\u0131kta da EDF’in planl\u0131 grevi ba\u015fl\u0131yor. \u0130ngiltere elektri\u011finin %8’ini Avrupa ba\u011flant\u0131lar\u0131ndan al\u0131yordu.<\/p>\n\n\n\n

\u00c7in finansal d\u00fczenleyici kurumu Bank of China’ya<\/a> 7.7 milyon $ ceza yazd\u0131. Negatif WTI fiyatlar\u0131n\u0131n oldu\u011fu 20 Nisan’da m\u00fc\u015fterileri 1 milyar $ kaybetmi\u015f. Bankan\u0131n \u00fcr\u00fcn\u00fc olan” Ham petrol hazinesi” binlerce k\u00fc\u00e7\u00fck yat\u0131r\u0131mc\u0131 \u00e7ekmi\u015fti, fiyat eksi olunca da \u00fczerine para vermek zorunda kalm\u0131\u015flard\u0131.<\/p>\n\n\n\n

Alman \u015febeke operat\u00f6r\u00fc Amprion<\/a> gelecek 10 y\u0131lda elektrik \u015febekesine 24 milyar \u20ac yat\u0131racak. Bu daha \u00f6nce planlanandan 9 milyar \u20ac daha fazla. 5 milyar \u20ac iki a\u00e7\u0131k deniz r\u00fczgar park\u0131n\u0131 ba\u011flamak i\u00e7in, bir de 2.5 milyar \u20ac’ya do\u011fru ak\u0131m hatt\u0131. Almanya’da 4 iletim operat\u00f6r\u00fc var : Tennet, 50Hertz,Amprion,TransnetBW. Tennet 30-35 milyar \u20ac yat\u0131racak. .<\/p>\n\n\n\n

Almanya’n\u0131n kendi i\u00e7inde de lityum yar\u0131\u015f\u0131 <\/a>h\u0131zlan\u0131yor. \u00dclkenin do\u011fusundaki Erz da\u011flar\u0131ndaki Zinnwald madeni t\u00fcnellerinde b\u00fcy\u00fck Lityum rezervleri bulunabilir. Di\u011fer rakip ise jeotermal enerji. E\u011fer pilot proje ba\u015far\u0131l\u0131 olursa y\u0131lda 1500 ton lityum karbonat da jeotermalden gelecek<\/p>\n\n\n\n

D\u00fcnya liderleri 12 Aral\u0131k 2015’te imzalanan Paris \u0130klim anla\u015fmas\u0131n\u0131n<\/a> 5.y\u0131l\u0131 i\u00e7in sanal olarak bir araya gelecek. Biden kat\u0131lm\u0131yor \u00e7\u00fcnk\u00fc “ayn\u0131 anda tek ba\u015fkan olur” prensibi ile. 2050’de net s\u0131f\u0131r hedefi i\u00e7in ABD’nin emisyonlar\u0131 2030’a kadar %43 kesmesi laz\u0131m.<\/p>\n\n\n\n

Petrobras<\/a> gelir olarak Brezilya’n\u0131n en b\u00fcy\u00fck \u015firketi. Di\u011fer petrol \u015firketleri gibi de\u011fil, “bizim bir kimlik krizimiz yok, biz hala bir petrol \u015firketiyiz” diyorlar. Bor\u00e7-\u00f6zsermaye oran\u0131 1.81, Exxon’da bu 0.38, Shell’de 0.69. Covid sebebi ile biraz sars\u0131ld\u0131 ve borcu 91 milyar $’dan 79.5 milyar $ a d\u00fc\u015febildi (1 \u00e7eyrekte). Brezilya elektrik \u00fcretiminin %80’i ye\u015fil. 2023’te t\u00fcm enerjide %45’i ye\u015fil olacak.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u00c7in’de k\u00f6m\u00fcr \u015firketi batt\u0131, Ba\u015fkan yard\u0131mc\u0131s\u0131 sert tepki g\u00f6sterdi. Fakat d\u00fcnyan\u0131n en b\u00fcy\u00fck lityum \u00fcreticilerinden Tianqi Lithium, 2 sene \u00f6nce \u015eili’de rakip Sociedad Quimica y Minera(SQM)’y\u0131 sat\u0131n almak i\u00e7in ald\u0131\u011f\u0131 4 milyar $’\u0131n Kas\u0131m sonu \u00f6demesi gereken 1.9 milyar $’\u0131n\u0131 \u00f6deyememi\u015f. SQM’i sat\u0131n ald\u0131\u011f\u0131nda lityum karbonat 17000$\/tondu. \u015eimdi arz fazlas\u0131ndan fiyatlar %70 d\u00fc\u015ft\u00fc. Bir grup … Continue reading 8 Aral\u0131k 2020<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[83,150,70,60,147,41,99,8,10,128,96,148],"_links":{"self":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/2438"}],"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=2438"}],"version-history":[{"count":3,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/2438\/revisions"}],"predecessor-version":[{"id":2442,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/2438\/revisions\/2442"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=2438"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=2438"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=2438"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}