{"id":2730,"date":"2021-01-22T19:02:29","date_gmt":"2021-01-22T19:02:29","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=2730"},"modified":"2021-01-22T20:11:53","modified_gmt":"2021-01-22T20:11:53","slug":"22-ocak-2021","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2021\/01\/22-ocak-2021\/","title":{"rendered":"22 Ocak 2021"},"content":{"rendered":"\n

Asya’da rekor LNG fiyatlar\u0131<\/a> gev\u015fedi. Sebepleri Japon, Kore ve \u00c7in’de panik al\u0131mlar bitti, Kuzey Asya’da nispeten daha \u0131l\u0131k hava beklentisi ve daha fazla spot kargo piyasaya s\u00fcr\u00fcld\u00fc. Pakistan’a<\/a> 10.22$\/mmbtu’ya teklifle LNG satacak olan ENOC vazge\u00e7mi\u015fti, Pakistan \u015fimdi 8$\/mmbtu’ya kargo buldu.<\/p>\n\n\n\n

Petrol fiyatlar\u0131 <\/a>\u00c7in’deki Covid vakalar\u0131 ve ABD’de stok art\u0131\u015flar\u0131 ile d\u00fc\u015ft\u00fc. ABD ham petrol stoklar\u0131 1.2 milyonvaril azalma yerine 4.4 mv artt\u0131.<\/p>\n\n\n\n

Elon Musk<\/a>, karbon yakalama konusunda en iyi teknolojiye 100 milyon $ \u00f6d\u00fcl verecek gibi. O da emisyonlar\u0131 tutturmadan \u00fcmidi kesmi\u015f demek. uyan\u0131klar a\u011fa\u00e7 resmi g\u00f6nderip para talep etmi\u015f. Ama Musk, ultra-b\u00fcy\u00fck end\u00fcstriyel \u00f6l\u00e7ekli bir \u015fey diye cevap vermi\u015f.<\/p>\n\n\n\n

ABD’de ula\u015ft\u0131rma bakan\u0131n\u0131n konu\u015fmas\u0131nda, 2030’da yar\u0131m milyon \u015farj istasyonu <\/a>kurmak i\u00e7in fonlamaya \u00e7al\u0131\u015faca\u011f\u0131n\u0131 s\u00f6yledi. McKinsey’e g\u00f6re gereken \u015farj noktas\u0131 say\u0131s\u0131 2025’de 5-9 milyon. 2030’da bunun 3 kat\u0131. Fakat bu altyap\u0131 da h\u0131zl\u0131 \u015farj 30,000$ ve yat\u0131r\u0131mc\u0131lar bu paray\u0131 \u015farj edenlerden \u00e7\u0131karacak.<\/p>\n\n\n\n

Araba sekt\u00f6r\u00fc daha fazla yaz\u0131l\u0131ma g\u00f6m\u00fcld\u00fck\u00e7e, arabalardaki ana problemlerde yaz\u0131l\u0131ma kay\u0131yor. WSJ’ye g\u00f6re VW’in ID.3’\u00fcnde<\/a> g\u00fcncelleme, g\u00f6r\u00fcnt\u00fcleme sebebi ile t\u00fcketicilerin 100lerce yaz\u0131l\u0131m b\u00f6ce\u011fine maruz kalmas\u0131na sebep oldu. Art\u0131k yaz\u0131l\u0131m \u00e7ok daha \u00f6nemli<\/p>\n\n\n\n

Temiz enerji hisselerinde<\/a> bir balon var. Balonlar ne zaman patlar? Ucuz para \u00e7ekilince.<\/p>\n\n\n\n

Nikelde<\/a> elektrikli arabalar sebebiyle Mart’tan bu yana fiyatlar %70 artarak 18410$\/ton’a \u00e7\u0131kt\u0131. Wood Mackenzie analisti, fundamentallerla alakas\u0131 yok, elektrikli arabalar \u00e7\u0131lg\u0131nl\u0131\u011f\u0131 demi\u015f. Nikel’in %8’i pilde kullan\u0131l\u0131yor, 2\/3’\u00fc paslanmaz \u00e7elikte. 2040’da nikelin pay\u0131 %32’ye \u00e7\u0131kabilir. Ve bir \u00e7ok yeni nikel \u00fcretim projesi geliyor.<\/p>\n\n\n\n

\u00c7in’in ABD’den nadir toprak metal cevher ithalat\u0131 <\/a>2020’de %54 artm\u0131\u015f.<\/p>\n\n\n\n

ABD’de ge\u00e7en hafta benzin<\/a> y\u0131ldan y\u0131la %6.3 a\u015fa\u011f\u0131dayd\u0131. Gelecek haftalardaki e\u011frinin durumu \u00f6nemli.<\/p>\n\n\n\n

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

21 Ocak 1865’te Edwards Roberts, 3.5 kg barutu 140 metre yerin alt\u0131ndaki kuyuda patlatarak bir ka\u00e7 varillik \u00fcretimi 40 varil\/g\u00fcne <\/a>\u00e7\u0131karm\u0131\u015f. Enes El-Hac\u0131’ya g\u00f6re bu fracking-\u00e7atlatman\u0131n do\u011fu\u015fu<\/p>\n\n\n\n

Biden iktidar\u0131 federal kurumlardan “karbonun sosyal maliyetini<\/a>” g\u00fcncellemelerini istedi. Bu rakam d\u00fczenlemelerdeki fayda maliyet analizleri i\u00e7in kullan\u0131l\u0131yor. 30 g\u00fcnde ge\u00e7ici, niha olan\u0131 da Ocak 2022’de gelecek.<\/p>\n\n\n\n

D\u00fcnya al\u00fcminy\u00fcm<\/a> \u00fcretimi %2.5 artarak 65.3 milyon tona ula\u015ft\u0131. \u00c7in 45 milyon ton\/y\u0131l kapasite s\u0131n\u0131r\u0131na \u00e7ok yak\u0131n.<\/p>\n\n\n\n

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

\u00c7in’de yerin yakla\u015f\u0131k 600 metre alt\u0131ndaki alt\u0131n madeninde mahsur kalan madencileri<\/a> kurtartmak i\u00e7in \u00e7al\u0131\u015fmalar devam ediyor. 30 saat boyunca olay\u0131 bildirmeyen 2 g\u00f6revli g\u00f6revinden al\u0131nd\u0131. 11 ki\u015fi canl\u0131, 1 \u00f6l\u00fc, 10 ki\u015fiden haber al\u0131nam\u0131yor.<\/p>\n\n\n\n

Goldman Sachs’<\/a>a g\u00f6re te\u015fvik paketi, ABD petrol talebini 2021-2022’de 200,000 v\/g artt\u0131racak. Y\u00f6netimin \u0130ran konusunda aceleci olmamas\u0131 da petrol fiyatlar\u0131nda g\u00f6r\u00fcn\u00fcm\u00fc pozitif etkiliyor. ABD dolar\u0131n\u0131n zay\u0131flamas\u0131 da petrol fiyatlar\u0131n\u0131 etkileyecek.<\/p>\n\n\n\n

ABD’de istihbarat kurumlar\u0131 iklim de\u011fi\u015fikli\u011fini <\/a>acil bir ulusal g\u00fcvenlik \u00f6nceli\u011fi olarak belirlemelerine ra\u011fmen pratikte bir\u015fey yapm\u0131yorlar. Biden ekibi de iklim de\u011fi\u015fikli\u011fini acil olarak tan\u0131mlad\u0131, \u015fimdi istihbarat kurumlar\u0131n\u0131n bu sorunu nas\u0131l ele al\u0131p de\u011ferlendirece\u011fi, s\u00f6ylemden \u00f6teye nas\u0131l ge\u00e7ilece\u011fi merak ediliyor.<\/p>\n\n\n\n

Scientific American’a<\/a> g\u00f6re ABD’de emisyonlar\u0131n %10.3 d\u00fc\u015fmesi 2.d\u00fcnya sava\u015f\u0131ndan beri en b\u00fcy\u00fck y\u0131ll\u0131k d\u00fc\u015f\u00fc\u015f. Fakat Rhodium’un raporuna g\u00f6re politikac\u0131lar bir\u015fey yapmazsa 2021’de emisyonlar h\u0131zla artacak. 2020’de k\u00f6m\u00fcrden elektrik %19, sanayi emisyonlar\u0131 %7 d\u00fc\u015fm\u00fc\u015ft\u00fc.<\/p>\n\n\n\n

G\u00fcney Kore’nin hurda \u00e7elik<\/a> ithalat\u0131, 2020’de 20 y\u0131l\u0131n en d\u00fc\u015f\u00fc\u011f\u00fcn\u00fc g\u00f6rd\u00fc. 2019’a g\u00f6re %32 d\u00fc\u015ft\u00fc. Y\u0131ldan y\u0131la d\u00fc\u015f\u00fc\u015f Aral\u0131k’ta da devam ediyor.<\/p>\n\n\n\n

Makale – ABD’de yeni LNG ihracat terminallerinin<\/a> k\u0131s\u0131tlanmas\u0131n\u0131n Kuzey Amerika do\u011falgaz piyasalar\u0131n\u0131 nas\u0131l etkileyece\u011fini dair makale, ba\u015f yazar Baturay \u00c7alc\u0131<\/p>\n\n\n\n

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

Makale<\/a> – Elektrikli arabalar ve y\u00fcksek talep g\u00fcnlerinde \u015farj<\/p>\n\n\n\n

Yenilenebilire haz\u0131r elektrik <\/a>piyasalar\u0131na m\u0131 ihtiyac\u0131m\u0131z var?<\/p>\n","protected":false},"excerpt":{"rendered":"

Asya’da rekor LNG fiyatlar\u0131 gev\u015fedi. Sebepleri Japon, Kore ve \u00c7in’de panik al\u0131mlar bitti, Kuzey Asya’da nispeten daha \u0131l\u0131k hava beklentisi ve daha fazla spot kargo piyasaya s\u00fcr\u00fcld\u00fc. Pakistan’a 10.22$\/mmbtu’ya teklifle LNG satacak olan ENOC vazge\u00e7mi\u015fti, Pakistan \u015fimdi 8$\/mmbtu’ya kargo buldu. Petrol fiyatlar\u0131 \u00c7in’deki Covid vakalar\u0131 ve ABD’de stok art\u0131\u015flar\u0131 ile d\u00fc\u015ft\u00fc. ABD ham petrol stoklar\u0131 … Continue reading 22 Ocak 2021<\/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":[],"_links":{"self":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/2730"}],"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=2730"}],"version-history":[{"count":13,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/2730\/revisions"}],"predecessor-version":[{"id":2743,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/2730\/revisions\/2743"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=2730"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=2730"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=2730"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}