{"id":2935,"date":"2021-02-11T18:45:15","date_gmt":"2021-02-11T18:45:15","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=2935"},"modified":"2021-02-11T19:46:05","modified_gmt":"2021-02-11T19:46:05","slug":"11-subat-2021","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2021\/02\/11-subat-2021\/","title":{"rendered":"11 \u015eubat 2021"},"content":{"rendered":"\n<p>Bug\u00fcn:<\/p>\n\n\n\n<ul><li>OPEC Ayl\u0131k Petrol <a href=\"https:\/\/www.opec.org\/opec_web\/en\/publications\/338.htm\">raporu<\/a><\/li><li>IEA Ayl\u0131k Petrol <a href=\"https:\/\/www.iea.org\/reports\/oil-market-report-february-2021\">raporu<\/a> yay\u0131nland\u0131.<\/li><li><a href=\"https:\/\/eta-publications.lbl.gov\/sites\/default\/files\/electricutilitydecouplingmechanismsintheunitedstates_brief_final.pdf\">Berkeley Lab<\/a> Elektrik \u015firket tariflerinin verimlilik ve YEK sebebiyle d\u00fc\u015fen tarifeler dolay\u0131s\u0131yla ayr\u0131\u015fmas\u0131na dair inceleme<\/li><li>C\u00fcneyt Kazoko\u011flu &#8220;<a href=\"https:\/\/www.youtube.com\/watch?v=4uNKPDREa-Q&amp;ab_channel=SkillBuilder\">Hydrogen Boilers, Heat Pumps and The Future of Heating<\/a>&#8221; konulu bu video&#8217;yu \u00f6nerdi<\/li><\/ul>\n\n\n\n<p>ABD&#8217;de Biden, Harris ve Ula\u015ft\u0131rma Bakan\u0131 senat\u00f6rlerle bir araya gelerek modern ve &#8220;<a href=\"https:\/\/www.axios.com\/newsletters\/axios-generate-2ea3a189-904d-4aac-87cd-b0c7534bb1b8.html?utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=newsletter_axiosgenerate&amp;stream=top\">s\u00fcrd\u00fcr\u00fclebilir bir altyap\u0131<\/a>&#8221; tart\u0131\u015fmas\u0131 yapacaklar. Yani senato deste\u011fi ile bir mobilite d\u00f6n\u00fc\u015f\u00fcm\u00fc hedefleniyor.<\/p>\n\n\n\n<p>IEA<a href=\"https:\/\/www.reuters.com\/article\/us-iea-oil\/oil-market-rebalancing-will-soon-set-stage-for-more-opec-supply-iea-idUSKBN2AB0TF\"> petrol piyasas\u0131 raporu<\/a>, yeni vir\u00fcs varyantlar\u0131 sebebi ile daha bir s\u00fcre arz talebin \u00fczerinde olur diyor. OECD \u00fclkelerindeki stoklar 5.ay \u00fcst\u00fcste d\u00fc\u015fm\u00fc\u015f oldu. IEA k\u00fcresel petrol talebinde 5.4 mv\/g art\u0131\u015f ile 2021&#8217;de 96.4 mv\/g&#8217;e \u00e7\u0131kaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor. <a href=\"https:\/\/twitter.com\/davidgaffen\/status\/1359885199220342788\">Arz-talep dengesi <\/a>de \u015f\u00f6yle:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/pbs.twimg.com\/media\/Et9IO9OXcAAn_vZ?format=png&amp;name=small\" alt=\"Image\"\/><\/figure>\n\n\n\n<p>OPEC <a href=\"https:\/\/www.reuters.com\/article\/us-oil-opec\/opec-again-cuts-2021-oil-demand-view-sees-second-half-pickup-idUSKBN2AB1HR\">Ayl\u0131k petrol piyasas\u0131 raporuna <\/a>g\u00f6re d\u00fcnya petrol talebi 2021&#8217;de daha \u00f6nce d\u00fc\u015f\u00fcn\u00fclenden daha yava\u015f artacak. 2021&#8217;de petrol talep art\u0131\u015f\u0131 5.79 mv\/g ile 96.05 mv\/g&#8217;e ula\u015facak. OPEC, kendi d\u0131\u015f\u0131ndaki \u00fcreticilerin \u00fcretimini de a\u015fa\u011f\u0131 y\u00f6nl\u00fc 850,000 v\/g&#8217;den 670,000v\/g&#8217;e revize etti.<\/p>\n\n\n\n<p>OPEC tahminlerine g\u00f6re arz ve talebi dengelemek i\u00e7in, O<a href=\"https:\/\/twitter.com\/staunovo\/status\/1359931206817751043\">PEC&#8217;in \u00fcretmesi gereken<\/a> ham petrol miktar\u0131<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/pbs.twimg.com\/media\/Et9yLwWXcAM8TIs?format=png&amp;name=small\" alt=\"Image\"\/><\/figure>\n\n\n\n<p><a href=\"https:\/\/twitter.com\/MoodysInvSvc\/status\/1359922302989787137\">Moody&#8217;s<\/a> ABD ve d\u00fcnyada petrol ve gaz \u015firketlerine not y\u00fckseltme ve d\u00fc\u015f\u00fcrmede pek de c\u00f6mert de\u011fil. En \u00e7ok not d\u00fc\u015f\u00fc\u015f\u00fc ama 2016&#8217;da olmu\u015f. 2020&#8217;de bu kadar not d\u00fc\u015f\u00fc\u015f\u00fc olmam\u0131\u015f.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/pbs.twimg.com\/media\/Et9qIMZXIAswD_t?format=jpg&amp;name=medium\" alt=\"Image\"\/><\/figure>\n\n\n\n<p>ABD&#8217;de ITC &#8211; uluslararas\u0131 ticaret komisyonu, Koreli <a href=\"https:\/\/www.ft.com\/content\/9481d70b-827b-476d-9e0b-21245321e289\">SK Innovation&#8217;a<\/a> LG Chem&#8217;den lityum pil s\u0131rlar\u0131 \u00e7ald\u0131\u011f\u0131 i\u00e7in 10 y\u0131l ithalat yasa\u011f\u0131 uygulama karar\u0131 verdi. Ford ve VW, SK&#8217;dan pil alacaklard\u0131. Ford i\u00e7in 4 y\u0131l, VW i\u00e7in 2 y\u0131l SKI&#8217;ya izin verildi. Biden hala yasa\u011f\u0131 veto edebilir ama \u00e7ok nadir.<\/p>\n\n\n\n<p>Alman muhafazakar CSU partisi lideri Marku S\u00f6der&#8217;e g\u00f6re Almanya&#8217;n\u0131n daha <a href=\"https:\/\/www.cleanenergywire.org\/news\/germany-needs-higher-co2-price-and-new-climate-adaptation-strategy-csu-leader\">y\u00fcksek bir karbon vergisine<\/a> ihtiyac\u0131 var.  Ayr\u0131ca iklim de\u011fi\u015fikli\u011finin Almanya&#8217;y\u0131 bir \u00e7ok insan\u0131n d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcnden daha k\u00f6t\u00fc etkileyece\u011fini s\u00f6yledi.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.ft.com\/content\/2aed103b-6d19-464a-ae09-86de2b928de9\">Shell<\/a> 2030 y\u0131l\u0131nda 560 TWh elektrik satmay\u0131 planl\u0131yor. 2025 y\u0131l\u0131na \u015farj noktas\u0131 say\u0131s\u0131n\u0131 60,000&#8217;den 500,000&#8217;e \u00e7\u0131karmay\u0131 planl\u0131yor. Her y\u0131l 8 milyar $ petrol, 4 milyar $ gaz ve 5 milyar $ kimyasallar ve 3 milyar $&#8217;a kadar yenilenebilire harcamay\u0131 d\u00fc\u015f\u00fcn\u00fcyor.Shell&#8217;in petrol \u00fcretimi her y\u0131l %2 d\u00fc\u015fecek, 2030&#8217;da petrol ve dizel \u00fcretimi %55 daha d\u00fc\u015f\u00fck olacak. <\/p>\n\n\n\n<p>Alman h\u00fck\u00fcmeti mevcut gaz boru hatlar\u0131 ile yeni <a href=\"https:\/\/www.cleanenergywire.org\/news\/germany-keep-hydrogen-and-gas-network-regulation-separate-updates-storage-rules\">hidrojen<\/a> altyap\u0131s\u0131n\u0131 ayr\u0131 de\u011ferlendirecek. Yani gaz \u015febekesi i\u00e7in ge\u00e7erli olan kurallar hidrojen i\u00e7in otomatik olarak ge\u00e7erli olmayacak. Ayr\u0131ca enerji depolamada da kimin depolama tesisi yap\u0131p yapamayaca\u011f\u0131 belirleniyor. <\/p>\n\n\n\n<p>CarbonTracker&#8217;a g\u00f6re 40 <a href=\"https:\/\/www.ft.com\/content\/6bfff041-6ffa-41cf-981e-5c833f9bc626\">petroldevletinin<\/a> gelecek 20 y\u0131lda gelirleri 9 trilyon $ d\u00fc\u015fecek. En \u00e7ok etkilenecek \u00fclkeler gelirlerinin %40&#8217;\u0131n\u0131 kaybedecekler. Irak, Kuveyt, Nijerya ve Suudi Arabistan ise gelirlerinin %20 ila %40\u0131n\u0131 kaybedebilir.<\/p>\n\n\n\n<p>\u00c7in <a href=\"https:\/\/www.spglobal.com\/platts\/en\/market-insights\/podcasts\/focus\/020421-rins-higest-2013-where-does-market-go\">yeni ay y\u0131l\u0131 tatiline<\/a> girerken, k\u0131s\u0131tlamalar sebebi ile jet yak\u0131t talebinde beklenen iyile\u015fme olmad\u0131. Y\u0131ldan y\u0131la \u015eubat ay\u0131nda \u00c7in i\u00e7i hava trafi\u011fi %37, Japonya&#8217;n\u0131n ki %65 daha d\u00fc\u015f\u00fckt\u00fc. Bunun sonucunda da \u00c7in daha fazla jet yak\u0131t\u0131 ihra\u00e7 ediyor. <\/p>\n\n\n\n<p>Shell <a href=\"https:\/\/www.ft.com\/content\/6bfff041-6ffa-41cf-981e-5c833f9bc626\">senaryolar\u0131nda<\/a> \u00f6nemli tarihi noktalar<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"912\" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/02\/Screen-Shot-2021-02-11-at-22.09.18-1024x912.png\" alt=\"\" class=\"wp-image-2940\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/02\/Screen-Shot-2021-02-11-at-22.09.18-1024x912.png 1024w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/02\/Screen-Shot-2021-02-11-at-22.09.18-300x267.png 300w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/02\/Screen-Shot-2021-02-11-at-22.09.18-768x684.png 768w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/02\/Screen-Shot-2021-02-11-at-22.09.18.png 1422w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><a href=\"https:\/\/www.spglobal.com\/platts\/en\/market-insights\/latest-news\/petrochemicals\/021121-refinery-news-roundup-india-to-boost-refining-capacity-on-rising-oil-demand\">Hindistan&#8217;da<\/a> petrol i\u015ftah\u0131 d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fc kadar erken bitmeyebilir. Dolay\u0131s\u0131yla \u00f6n\u00fcm\u00fczdeki 4-5 y\u0131l, bir \u00e7ok rafineri kapasite art\u0131\u015f\u0131 g\u00f6r\u00fclecek. Son aylarda rafineri kapasiteler en \u00fcst seviyede \u00e7al\u0131\u015f\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bug\u00fcn: OPEC Ayl\u0131k Petrol raporu IEA Ayl\u0131k Petrol raporu yay\u0131nland\u0131. Berkeley Lab Elektrik \u015firket tariflerinin verimlilik ve YEK sebebiyle d\u00fc\u015fen tarifeler dolay\u0131s\u0131yla ayr\u0131\u015fmas\u0131na dair inceleme C\u00fcneyt Kazoko\u011flu &#8220;Hydrogen Boilers, Heat Pumps and The Future of Heating&#8221; konulu bu video&#8217;yu \u00f6nerdi ABD&#8217;de Biden, Harris ve Ula\u015ft\u0131rma Bakan\u0131 senat\u00f6rlerle bir araya gelerek modern ve &#8220;s\u00fcrd\u00fcr\u00fclebilir bir altyap\u0131&#8221; &hellip; <a href=\"https:\/\/barissanli.com\/eak\/2021\/02\/11-subat-2021\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">11 \u015eubat 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\/2935"}],"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=2935"}],"version-history":[{"count":12,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/2935\/revisions"}],"predecessor-version":[{"id":2948,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/2935\/revisions\/2948"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=2935"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=2935"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=2935"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}