{"id":3055,"date":"2021-02-25T17:05:01","date_gmt":"2021-02-25T17:05:01","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=3055"},"modified":"2021-02-25T19:58:27","modified_gmt":"2021-02-25T19:58:27","slug":"25-subat-2021","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2021\/02\/25-subat-2021\/","title":{"rendered":"25 \u015eubat 2021"},"content":{"rendered":"\n

Texas’ta so\u011fuk hava d\u00f6neminde elektrik fiyatlar\u0131 9000$\/MWh’ yani normalin 300 kat\u0131na \u00e7\u0131km\u0131\u015ft\u0131. Toplam enerji sat\u0131\u015f\u0131 o d\u00f6nemde 50 milyar $ olmu\u015f. \u015eimdi bu paray\u0131 t\u00fcketenler \u00f6deyecek ama nas\u0131l? \u0130flaslar m\u00fcmk\u00fcn<\/a> ve bir k\u0131sm\u0131 oluyor demi\u015f. Olay Ercot’tan ICE’a s\u0131\u00e7rayabilir, \u00e7\u00fcnk\u00fc bir \u00e7ok al\u0131c\u0131 ICE \u00fczerinden koruma (hedge) yapm\u0131\u015f durumda. Fitch’de t\u00fcm Texa belediye ve elektrik \u015firketlerini negatif izlemeye ald\u0131. <\/p>\n\n\n\n

Shell LNG g\u00f6r\u00fcn\u00fcm 2021 <\/a>raporunu yay\u0131nlad\u0131. LNG dayan\u0131kl\u0131, gaz talebi artacak vs. \u00c7in’de ula\u015ft\u0131rmada 2020’de 13 milyon ton LNG t\u00fcketilmi\u015f.<\/p>\n\n\n\n

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Anglo American<\/a> CEOsu Cutifani’te g\u00f6re \u015firketin anahtar emtialar\u0131 bak\u0131r, platinyum ve elmaslarda talep \u00e7ok iyi. \u0130kinci yar\u0131da \u015firket kar\u0131 6.5 milyar $’d\u0131, ve son 10 y\u0131l\u0131n en iyi performans\u0131. Demir cevheri, bak\u0131r, platinum \u015firket gelirinin %90’\u0131n\u0131 \u00fcretti.<\/p>\n\n\n\n

Biden’in \u0130\u00e7i\u015fleri Bakan\u0131 aday\u0131 Debra Haaland<\/a>, 2016’da Dakota Access Pipeline yap\u0131lmas\u0131na kar\u015f\u0131 \u00e7\u0131km\u0131\u015f, Green New Deal’\u0131 tamam\u0131yla desteklemi\u015f, \u00e7atlatma ve sondaj \u00e7al\u0131\u015fmalar\u0131na kar\u015f\u0131 \u00e7\u0131km\u0131\u015ft\u0131. Senato enerji komitesinde ise “fosil enerji Amerika’da \u00e7ok \u00f6nemli bir rol\u00fc var ve olmaya devam edecek”. Kendi (\u00e7evreci) politikalar\u0131n\u0131 de\u011fil Biden y\u00f6netiminin politikalar\u0131n\u0131 yerine getirecek.<\/p>\n\n\n\n

AB emisyon fiyatlar\u0131 <\/a>2018’de 8\u20ac\/ton’dan bug\u00fcn 40\u20ac\/tonlar seviyesine geldi. Avrupa ETS-emisyon ticaret sistemi politik olarak kurgulanm\u0131\u015f bir piyasa ve t\u00fcm ipler AB’nin elinde. 2030’da 1990’a g\u00f6re emisyonlar\u0131n %40 yerine %55 d\u00fc\u015f\u00fcrmeye karar verdiler. \u015eimdi bir \u00e7ok trader fiyatlar u\u00e7acak diye emisyon piyasalar\u0131nda. <\/p>\n\n\n\n

Tesla’n\u0131n rakibi olmas\u0131 gereken Lucid’in Air modeli <\/a>baharda sat\u0131\u015fa sunulacakt\u0131, tekrar bir gecikme oldu. \u015eirket 24 milyar $ de\u011ferleme ile halka a\u00e7\u0131lmak i\u00e7in ba\u015fvurdu. Lucid 2007’de Atieva diye pil teknolojisi \u015firketi olarak kuruldu. Kuranlar Tesla’dan ayr\u0131lm\u0131\u015f ve Musk’un araba de\u011fil pil ve s\u00fcr\u00fc\u015f sistemi \u00fcretmesi gerekti\u011fini d\u00fc\u015f\u00fcnerek Musk ile yollar\u0131 ay\u0131rm\u0131\u015flar. Lucid Formula E’deki t\u00fcm pillerin tasarlay\u0131c\u0131 ve \u00fcreticisi.<\/p>\n\n\n\n

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

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Hindistan’\u0131n en b\u00fcy\u00fck yenilenebilir gruplar\u0131ndan biri ReNew Power<\/a>, \u00f6zel ama\u00e7l\u0131 \u015firket birle\u015fmesi (SPAC) ile 8 milyar $’a New York’da borsaya a\u00e7\u0131l\u0131yor. <\/p>\n\n\n\n

K\u00f6rfez ak\u0131nt\u0131s\u0131 (Gulf Steam)<\/a>, tropik b\u00f6lgelerden Kuzey Amerika’n\u0131n do\u011fu k\u0131y\u0131s\u0131na \u0131l\u0131k sular\u0131 getiren bir okyanus ak\u0131nt\u0131s\u0131. Ve gittik\u00e7e zay\u0131fl\u0131yor, tek mant\u0131kl\u0131 a\u00e7\u0131klama k\u00fcresel sera gaz\u0131 emisyonlar\u0131 olabilir. Son y\u00fczy\u0131lda %15 yava\u015flam\u0131\u015f bu ak\u0131nt\u0131. Avrupa havas\u0131n\u0131n ana etkileyicisi de\u011fil ama etkileyicilerinden biri. <\/p>\n\n\n\n

Exelon<\/a>, bu hafta Texas’taki enerji krizinin maliyetinin 750-950 milyon $ oldu\u011funu s\u00f6yledi. Exelon’un 3 do\u011falgaz santrali \u00e7al\u0131\u015famad\u0131. Piyasa de\u011feri 40 milyar $ olan Exelon, ABD’nin en b\u00fcy\u00fck enerji \u015firketlerinden.<\/p>\n\n\n\n

D\u00fcnyadaki en pahal\u0131 3. yap\u0131, TSMC’nin <\/a>Taiwan’da 20 milyar $’a mal olan devasa yar\u0131iletken fabrika tesisi. 3nm ile 22 futbol sahas\u0131 b\u00fcy\u00fckl\u00fc\u011f\u00fcnde alanda silikon \u00e7ipler \u00fcretilecek. TSMC k\u00fcresel yar\u0131 iletken sat\u0131\u015flar\u0131n\u0131n %55’ini yap\u0131yor. \u00c7in ise petrolden \u00e7ok \u00e7ip ithalat\u0131na para harc\u0131yor. TSMC’nin bu sene yat\u0131r\u0131m\u0131 25-28 milyar $ olacak. <\/p>\n\n\n\n

Elektrikli araba hisseleri <\/a>h\u0131zla de\u011fer kaybetmeye ba\u015flad\u0131. <\/p>\n\n\n\n

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

OxfordEnergy’de Ortado\u011fu enerji d\u00f6n\u00fc\u015f\u00fcmden<\/a> k\u00f6t\u00fc etkilenir diyenlere kar\u015f\u0131 g\u00f6r\u00fc\u015f olarak: etkilenmez \u00e7\u00fcnk\u00fc Ortado\u011fu da hem petrol maliyeti d\u00fc\u015f\u00fck hem de emisyonu d\u00fc\u015f\u00fck \u00fcretim var, gaza ge\u00e7i\u015f yapabilirler, hidrojene ge\u00e7ebilirler.<\/p>\n\n\n\n

Ercot’un \u00f6nc\u00fc bulgular\u0131, Texas krizi ile ilgili sunumu<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"

Texas’ta so\u011fuk hava d\u00f6neminde elektrik fiyatlar\u0131 9000$\/MWh’ yani normalin 300 kat\u0131na \u00e7\u0131km\u0131\u015ft\u0131. Toplam enerji sat\u0131\u015f\u0131 o d\u00f6nemde 50 milyar $ olmu\u015f. \u015eimdi bu paray\u0131 t\u00fcketenler \u00f6deyecek ama nas\u0131l? \u0130flaslar m\u00fcmk\u00fcn ve bir k\u0131sm\u0131 oluyor demi\u015f. Olay Ercot’tan ICE’a s\u0131\u00e7rayabilir, \u00e7\u00fcnk\u00fc bir \u00e7ok al\u0131c\u0131 ICE \u00fczerinden koruma (hedge) yapm\u0131\u015f durumda. Fitch’de t\u00fcm Texa belediye ve elektrik … Continue reading 25 \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\/3055"}],"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=3055"}],"version-history":[{"count":9,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/3055\/revisions"}],"predecessor-version":[{"id":3065,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/3055\/revisions\/3065"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=3055"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=3055"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=3055"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}