{"id":2448,"date":"2020-12-10T07:31:45","date_gmt":"2020-12-10T07:31:45","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=2448"},"modified":"2020-12-10T08:43:25","modified_gmt":"2020-12-10T08:43:25","slug":"10-aralik-2020","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2020\/12\/10-aralik-2020\/","title":{"rendered":"10 Aral\u0131k 2020"},"content":{"rendered":"\n

BNEF’e g\u00f6re bu senenin ilk 10 ay\u0131nda, \u015firketler 55.1milyon karbon kredisi <\/a>kullanm\u0131\u015flar. Ge\u00e7en seneye g\u00f6re %28 daha fazla ve 12 milyon ara\u00e7 emisyonuna denk. Nature Conservancy, ABD’de son kalan zarar g\u00f6rmemi\u015f alanlar\u0131 (125 milyon hektar) korumaya \u00e7al\u0131\u015f\u0131yor, geliri 932 milyon $. Ve ekoloji grubu tehlike alt\u0131nda olmayan mevcut orman alanlar\u0131n\u0131 koruyorum diye kredi \u00fcretiyormu\u015f. \u015eirketler para verdi\u011fi i\u00e7in a\u011fa\u00e7lar kesilmekten kurtuluyormu\u015f, b\u00f6ylece kredi \u00fcretiyormu\u015f.<\/p>\n\n\n\n

ABD Henry Hub ve Asya LNG fiyat\u0131 aras\u0131ndaki fark 2 y\u0131l\u0131n zirvesinde<\/a>.<\/p>\n\n\n\n

\u00dcst d\u00fczey bir Avrupa Birli\u011fi yetkilisine g\u00f6re AB uzun d\u00f6nemde %100 ye\u015fil hidrojen<\/a> hedefliyor ama piyasay\u0131 b\u00fcy\u00fctmek i\u00e7in fosil yak\u0131tlardan karbon depolamal\u0131 hidrojene de ihtiya\u00e7 duyacak. <\/p>\n\n\n\n

Almanlar\u0131n<\/a> %77’i AB’nin 2030 iklim hedeflerini artt\u0131rmal\u0131 demi\u015f. Fakat sadece %46s\u0131 hedefleri eri\u015filemez g\u00f6r\u00fcyor.<\/p>\n\n\n\n

D\u00fcnya Bankas\u0131 Paris’ten bu yana fosil projelere <\/a>12 milyar $ destek vermi\u015f. Mozambik’te teknik destek diye sa\u011flad\u0131\u011f\u0131 80 milyon $’da Exxon’un avukatl\u0131k firmas\u0131na gitmi\u015f. \u00c7in’in ICBC k\u00f6m\u00fcr projelerin 14 milyar $, Bank of America \u015feyl \u015firketlerine 54 milyar $ vermi\u015f. 2016 ba\u015f\u0131ndan beri bankalar fosil yak\u0131t \u015firketlerine 1.6 trilyon $’a yak\u0131n deste\u011fi devam ettirmi\u015f.<\/p>\n\n\n\n

Exxon’da<\/a> hisse sahibi olan hedge fonlar \u015firketi s\u0131k\u0131\u015ft\u0131rmaya devam ediyor. “Engine No 1″‘dan sonra DE Shaw’da Exxon’dan maliyetleri kesmesini istiyor. Exxon y\u0131lda 30-35 milyar $ yat\u0131r\u0131m planl\u0131yordu. Bu 16-19 milyar $’a d\u00fc\u015f\u00fcr\u00fcld\u00fc. \u00c7al\u0131\u015fan say\u0131s\u0131n\u0131n %15’ini de i\u015ften \u00e7\u0131karacak.<\/p>\n\n\n\n

Alman h\u00fck\u00fcmet dan\u0131\u015fmanlar\u0131 \u00fclkenin t\u00fcm politik partilerinin iklim de\u011fi\u015fikli\u011fini<\/a> ana konu hale getirmesini istiyor.<\/p>\n\n\n\n

M\u0131s\u0131r<\/a> petroldeki hedge miktar\u0131n\u0131 iki misline \u00e7\u0131karm\u0131\u015f. Maliye Bakan\u0131n\u0131n s\u00f6z\u00fcne g\u00f6re 30 Haziran’a kadar kontratlanm\u0131\u015f. Detay verilmemi\u015f. Ayn\u0131 zamanda tah\u0131lda da hedge d\u00fc\u015f\u00fcn\u00fcyormu\u015f.<\/p>\n\n\n\n

R\u00fczgar<\/a> Norve\u00e7’in elektri\u011finin %4’\u00fcn\u00fc kar\u015f\u0131l\u0131yor. \u015eebeke \u015firketi Statnett SF elektrik talebinde sanayi ve ula\u015ft\u0131rmada elektriklendirmeden dolay\u0131 %30 art\u0131\u015f bekliyor. Fakat Norve\u00e7te kara r\u00fczgar t\u00fcrbinlerine destek 2011’deki %84’ten \u015fimdi %36’ya d\u00fc\u015fm\u00fc\u015f. Petrol\u00fcn pop\u00fcleritesi de %16’dan %29’a \u00e7\u0131km\u0131\u015f.<\/p>\n\n\n\n

Wood Mackenzie’ye<\/a> g\u00f6re \u00c7in’in 2060 karbon n\u00f6tr hedefi i\u00e7in n\u00fckleeri 12 kat artt\u0131rmas\u0131 gerek (620 GW)<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Trafigura<\/a>, d\u00fcnyan\u0131n en b\u00fcy\u00fck emtia \u015firketlerinden biri, 27 y\u0131l\u0131n en y\u00fcksek kar\u0131n\u0131 yapt\u0131. Oynak piyasada petrol, petrol \u00fcr\u00fcnleri, metal ve mineral departmanlar\u0131n\u0131n ba\u015far\u0131s\u0131ym\u0131\u015f. Br\u00fct kar 6.8 milyar $, bir sene \u00f6nce 2.9 milyar $.<\/p>\n\n\n\n

Toyota’n\u0131n yeni, ikinci nesil Mirai’si<\/a> \u00c7ar\u015famba Japonya’da sat\u0131\u015fta, 850 km menzili var, fiyat 68100$. Mirai ilk defa 2014’te piyasaya \u00e7\u0131km\u0131\u015ft\u0131, \u015fimdiye kadar y\u0131lda 2000 adet \u00fcretiliyordu. Toyota hidrojen tanklar\u0131n\u0131n \u00fcretilme zaman\u0131n\u0131 %66 azaltm\u0131\u015f. \u015eimdi y\u0131lda 30000 Mirai \u00fcretebilecek.<\/p>\n\n\n\n

Demir cevheri 7.y\u0131ld\u0131r ilk defa 150$\/ton’u buldu. A\u015fa\u011f\u0131daki grafikte Avustralya dolar\u0131 olarak fiyat\u0131 da var A$<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

FT’de Saudi Aramco’nun<\/a> Jizan rafinerisindeki artan sorunlar ve baz\u0131 \u00e7al\u0131\u015fanlar\u0131n ya\u015fad\u0131\u011f\u0131 ac\u0131 sorunlar\u0131 dile getirmesi ilgin\u00e7. Uzun yaz\u0131da G\u00fcney Afrikal\u0131 bir \u00e7al\u0131\u015fan\u0131n Covid kapsam\u0131na ra\u011fmen yeterli tedaviyi almad\u0131\u011f\u0131 ve ailesine tazminat \u00f6denmedi\u011fi, \u0131rk\u00e7\u0131l\u0131k gibi hususlar var. Ama yaz\u0131 k\u0131saca “Aramco’da kontrol Suudilere ge\u00e7tik\u00e7e \u00e7al\u0131\u015fma k\u00fclt\u00fcr\u00fc de\u011fi\u015fiyor, Aramco’ya \u00e7al\u0131\u015fmaya gitmeyin” demeye getiriyor ki FT, Suudileri uzun zamand\u0131r bu kadar kritik etmemi\u015fti<\/p>\n","protected":false},"excerpt":{"rendered":"

BNEF’e g\u00f6re bu senenin ilk 10 ay\u0131nda, \u015firketler 55.1milyon karbon kredisi kullanm\u0131\u015flar. Ge\u00e7en seneye g\u00f6re %28 daha fazla ve 12 milyon ara\u00e7 emisyonuna denk. Nature Conservancy, ABD’de son kalan zarar g\u00f6rmemi\u015f alanlar\u0131 (125 milyon hektar) korumaya \u00e7al\u0131\u015f\u0131yor, geliri 932 milyon $. Ve ekoloji grubu tehlike alt\u0131nda olmayan mevcut orman alanlar\u0131n\u0131 koruyorum diye kredi \u00fcretiyormu\u015f. \u015eirketler … Continue reading 10 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":[74,162,110,60,121,113,164,41,72,165,103,166,169,167,163],"_links":{"self":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/2448"}],"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=2448"}],"version-history":[{"count":9,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/2448\/revisions"}],"predecessor-version":[{"id":2460,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/2448\/revisions\/2460"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=2448"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=2448"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=2448"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}