{"id":3066,"date":"2021-02-26T13:33:56","date_gmt":"2021-02-26T13:33:56","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=3066"},"modified":"2021-02-28T06:41:24","modified_gmt":"2021-02-28T06:41:24","slug":"26-subat-2021","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2021\/02\/26-subat-2021\/","title":{"rendered":"26 \u015eubat 2021"},"content":{"rendered":"\n

Petrol g\u00fc\u00e7lenen dolar sebebiyle Cuma g\u00fcn\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle<\/a> kapatt\u0131. Buna ra\u011fmen ABD tipi ham petrol ay ba\u015f\u0131ndan beri %18 de\u011fer kazand\u0131. Biden y\u00f6netimi Pazartesi Suudi Arabistan ile ilgili \u00f6nlemleri, sonraki ad\u0131mlar\u0131n\u0131 da a\u00e7\u0131klayacak.<\/p>\n\n\n\n

\u00c7in’in petrol stoklar\u0131 <\/a>100 g\u00fcnl\u00fck net ithalat\u0131na ula\u015fm\u0131\u015f durumda. \u0130\u00e7eriden bilgiye g\u00f6re 100 g\u00fcn civar\u0131nda gezen stoklar yak\u0131n zamanda 120 g\u00fcne kadar ula\u015fm\u0131\u015f. Ge\u00e7ti\u011fimiz Nisan’da Pekin en az 90 g\u00fcnl\u00fck stok hedefi koymu\u015ftu. FGE’ye g\u00f6re stoklar 100 veya 120 g\u00fcnde durmayacak. \u00c7in’in petrol ithalat\u0131 ge\u00e7en sene 10.9 mv\/g olmu\u015ftu. Uydu resimleri ile yap\u0131lan tahminlere g\u00f6re 1.01 milyar varil sto\u011fu var.<\/p>\n\n\n\n

McKinsey’in<\/a> 2040’a k\u00fcresel petrol arz talep raporuna g\u00f6re 2040 y\u0131l\u0131na kadar bile yeni petrol sondajlar\u0131 yap\u0131lmas\u0131 gerekebilir. Sebebi mevcut \u00fcretimlerin d\u00fc\u015f\u00fc\u015f\u00fc.Yat\u0131r\u0131m rakamlar\u0131 hi\u00e7bir zaman eski seviyesine gelemiyor.<\/p>\n\n\n\n

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

Yar\u0131iletken teknolojisinde olan Moore yasas\u0131 acaba pil teknolojisinde de olabilir mi? \u00dcretim artt\u0131k\u00e7a teknoloji fiyatlar\u0131n\u0131n d\u00fc\u015fmesinin atas\u0131 say\u0131lan makale 1936 y\u0131l\u0131nda Wright’\u0131n yazd\u0131\u011f\u0131 bir<\/a> ara\u015ft\u0131rma. Pillerde de \u00fcretim 2 misline \u00e7\u0131kt\u0131k\u00e7a maliyet %18 d\u00fc\u015f\u00fcyor<\/a> olabilir. Yani pil talebi fiyat d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc getirecektir.<\/p>\n\n\n\n

Pil teknolojilerinde, Tesla 2023’te yeniden tasarlanan pilini piyasaya s\u00fcrecek. Lityum metal pil \u00fcretiminde QuantumScape 2024’e s\u00f6z verdi. Sila Nanotech de 2025’te pillerinin arabalarda olaca\u011f\u0131n\u0131 s\u00f6yledi. Anotta grafit yerine silikon<\/a> kullanman\u0131n avantaj\u0131, her 6 karbon atomu bir lityum tutarken, her silikon atomu 4.4 lityum atomu tutuyor.<\/p>\n\n\n\n

ABD’nin yeni enerji bakan\u0131 Jennifer Granholm <\/a>Cuma g\u00fcn\u00fc g\u00f6reve ba\u015flad\u0131 ve ilk olarak Texas’a gitti. “Yat\u0131r\u0131m yapmam\u0131z ve \u015febekeyi g\u00fc\u00e7lendirmemiz gerekiyor” dedi. Daha \u00f6nceki d\u00f6nemden kalan 40 milyar $’\u0131 yeni teknolojileri i\u00e7in kullanmay\u0131 planl\u0131yor. Bu arada Federal bir kanun teklifi ile santrallerin k\u0131\u015fa haz\u0131rlanmas\u0131 desteklenebilir veya zorlanabilir.<\/p>\n\n\n\n

Texas’ta su\u00e7lama oyunu ba\u015flad\u0131. \u00c7ok az say\u0131da \u015firket \u00e7ok b\u00fcy\u00fck karlar yaparken t\u00fcketicilerin \u00f6nemli k\u0131sm\u0131, perakende \u015firketler astronomik faturalarla kalakald\u0131. Y\u00fcksek fiyatlardan dolay\u0131, piyasa g\u00fcc\u00fc sebebiyle soru\u015fturma a\u00e7\u0131labilir. Washington Post <\/a>detayl\u0131 \u00fcretici, perakende ve \u015firket g\u00f6r\u00fc\u015flerine yer vermi\u015f.<\/p>\n\n\n\n

New York borsas\u0131 Cuma g\u00fcn\u00fc \u00c7inli petrol \u015firketi CNOOC’yi <\/a>borsadan \u00e7\u0131karma i\u015flemine ba\u015flad\u0131. Yasaklar 9 Mart’ta devreye girecek. Fakat borsa hangi tarihte tamamen borsadan \u00e7\u0131kar\u0131laca\u011f\u0131n\u0131 s\u00f6ylemedi<\/p>\n\n\n\n

Vistra<\/a>, Texas’ta 19 santralde 18 GW elektrik kapasitesine ra\u011fmen krizde 1.3 milyar$’a yak\u0131n bir para kaybetmi\u015f olabilir. K\u00f6m\u00fcr santrali i\u00e7in \u00e7\u0131kard\u0131\u011f\u0131 \u0131slak k\u00f6m\u00fcr donmu\u015f. Gaz santralleri de kuyuba\u015f\u0131nda don,i\u015fleme tesislerinde elektrik kesintileri ve boru hatt\u0131 bas\u0131n\u00e7 d\u00fc\u015f\u00fc\u015fleri sebebi ile \u00e7al\u0131\u015famad\u0131.<\/p>\n\n\n\n

Texas’ta \u015eubat pik talebi 55 GW civar\u0131nda olurken, 14-15 \u015eubat’ta talep 75 GW olarak ger\u00e7ekle\u015fmi\u015f. Ekstrem planlamada<\/a> bile en y\u00fcksek 67.2 GW \u00f6ng\u00f6r\u00fclm\u00fc\u015f. PJM’de 2014’te b\u00f6yle bir soru ya\u015fam\u0131\u015ft\u0131. Avustralya’da<\/a> CPT – k\u00fcm\u00fclatif fiyat seviyesi ile 7 g\u00fcnl\u00fck toplamda fiyatlar 193000$’\u0131 ge\u00e7emiyor mesela.<\/p>\n\n\n\n

Texas enerji krizinde <\/a>bilgisayar hatas\u0131n\u0131n da pay\u0131 \u015f\u00f6yle varm\u0131\u015f: Ercot sistemi kararl\u0131 noktaya getirmek i\u00e7in yeni santral getirdik\u00e7e fiyatlar\u0131 d\u00fc\u015f\u00fcr\u00fcyormu\u015f. Bu da santralleri de devre d\u0131\u015f\u0131 yap\u0131yor ama \u00e7ok b\u00fcy\u00fck bir etkisi yok. Yine de fiyatlar do\u011fru \u00e7\u0131kmay\u0131nca komisyon fiyatlar\u0131 kararla 9000$\/MWh’e \u00e7\u0131karm\u0131\u015f. “Bu s\u0131ra\u011fan d\u0131\u015f\u0131 zamanlarda fiyatlar\u0131n y\u00fcksek tavanda belirlenmesi piyasalar\u0131 daha da karars\u0131z yapt\u0131”. \u0130nsanlar(t\u00fcketiciler) cezaland\u0131r\u0131ld\u0131 ama su\u00e7lu insanlar de\u011fildi.<\/p>\n\n\n\n

Vistra CEOsu’na g\u00f6re Texas’taki b\u00fcy\u00fck olay “gaz sisteminin i\u015flevini yerine getirememesiydi<\/a>“. Vistra k\u0131\u015f ve f\u0131rt\u0131na i\u00e7in 10 milyon $ ekstra yat\u0131r\u0131m yapm\u0131\u015f. Gaz \u00fcretimi Texas’\u0131n elektrik talebinin yar\u0131s\u0131n\u0131 kar\u015f\u0131l\u0131yor. NRG’de bas\u0131n\u00e7 d\u00fc\u015f\u00fc\u015f\u00fcnden gaz santrallerini \u00e7al\u0131\u015ft\u0131ramam\u0131\u015f. <\/p>\n\n\n\n

ABD’de bir zaman n\u00fcfusun %90’\u0131 tar\u0131mda \u00e7al\u0131\u015f\u0131rken, \u015fimdi bu rakam %1.5<\/a>. 1582’de \u0130ngiliz ticari filosu 68000 ton ta\u015f\u0131yor ve 16000 denizciye ihtiya\u00e7 duyuyordu. 2017’de denizlere a\u00e7\u0131lan OOCL ise 20000 ton’u 22 m\u00fcrettebat ile ta\u015f\u0131yor.<\/p>\n\n\n\n

\"Multi-line<\/figure>\n\n\n\n

Eski \u0130ngiltere Merkez Bankas\u0131 Ba\u015fkan\u0131 ve \u0130ngiliz Ba\u015fbakan\u0131n\u0131n COP26 Dan\u0131\u015fman\u0131 Mark Carney, ba\u015fkan yard\u0131mc\u0131s\u0131 oldu\u011fu yar\u0131m trilyonluk varl\u0131k y\u00f6neten Brookfield varl\u0131k y\u00f6netim<\/a> \u015firketinin net s\u0131f\u0131r bir \u015firket oldu\u011funu iddia edince, tepki \u00e7ekmi\u015fti, geri ad\u0131m att\u0131. Engellenmi\u015f emisyonlar (avoided emissions) b\u00fcy\u00fck bir tart\u0131\u015fma meselesi.<\/p>\n\n\n\n

Y\u0131llara g\u00f6re emtia<\/a> fiyatlar\u0131. Bak\u0131r ve demir cevherinde Brezilya, \u015eili ve Peru’unun \u00fcretimleri 2020’de d\u00fc\u015ft\u00fc. \u00c7in’in ithalat talebi art\u0131yor ama t\u00fcm emtialarda ayn\u0131 h\u0131zda de\u011fil. <\/p>\n\n\n\n

\"Uneven<\/figure>\n\n\n\n
\"Annual<\/figure>\n\n\n\n

Shell, Alman Next Kraftwerke<\/a>‘nin 100% hissesini sat\u0131n ald\u0131.<\/p>\n\n\n\n

PG&E<\/a>, California’daki yang\u0131nlarda g\u00fcndeme gelmi\u015fti, sistemini iklim risklerine kar\u015f\u0131 iyile\u015ftimek i\u00e7in her t\u00fcketicinin faturas\u0131n\u0131 ayda 8.73$ artt\u0131raca\u011f\u0131n\u0131 duyurdu.<\/p>\n\n\n\n

“Zoom” yorgunlu\u011funun<\/a> sebepleri: kendi g\u00f6r\u00fcnt\u00fcn\u00fc s\u00fcrekli analiz etme ve insanlarla \u00e7ok daha yak\u0131n g\u00f6z-bak\u0131\u015f noktas\u0131da olmakm\u0131\u015f. Video ekran\u0131n\u0131 k\u00fc\u00e7\u00fclt ve kendi g\u00f6r\u00fcnt\u00fcn\u00fc kald\u0131r\u0131nca etki azal\u0131yormu\u015f. Kad\u0131nlar daha \u00e7ok etkileniyormu\u015f.<\/p>\n\n\n\n

MIT Technology review’e g\u00f6re 2021’de 10 \u00f6nemli teknoloji, mRNA, GPT3 ile do\u011fal dil modelleri, TikTok’un “For You” algoritmas\u0131, Lityum metal piller<\/a>, veri vak\u0131flar\u0131 (data trusts), ye\u015fil hidrojen, dijital kontak takibi, hiper kesinlikte yer tespiti, uzaktan eri\u015fim, \u00e7oklu duyulu yapay zeka.<\/p>\n\n\n\n

ABD Ba\u015fkan\u0131, Amerikan\u0131n tedarik zincirlerine dair bir ba\u015fkanl\u0131k karar\u0131<\/a> yay\u0131nlad\u0131. Enerji Bakanl\u0131\u011f\u0131na, elektrikli araba pilleri dahil y\u00fcksek kapasiteli pillerin ve enerji sekt\u00f6r\u00fc sanayi altyap\u0131s\u0131ndaki tedarik zincirindeki riskleri inceleme g\u00f6revi verildi.<\/p>\n\n\n\n

Elektrik \u015febekelerinde yeni hat yerine esneklik<\/a> kullanmak \u00f6nemli olabilir. Tabii burada California’da oldu\u011fu gibi t\u00fcketiciyi do\u011fru bilin\u00e7lendirmek de \u00f6nemli. <\/p>\n\n\n\n

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

Birle\u015fmi\u015f Milletler’in yay\u0131nlad\u0131\u011f\u0131 Paris anla\u015fmas\u0131 i\u00e7in ulusal katk\u0131lar (nationally determined contributions) raporu<\/a><\/p>\n\n\n\n

Texas’ta elektrik kesintisi <\/a>ile ilgili eyalet meclis komisyonu<\/p>\n","protected":false},"excerpt":{"rendered":"

Petrol g\u00fc\u00e7lenen dolar sebebiyle Cuma g\u00fcn\u00fcn\u00fc d\u00fc\u015f\u00fc\u015fle kapatt\u0131. Buna ra\u011fmen ABD tipi ham petrol ay ba\u015f\u0131ndan beri %18 de\u011fer kazand\u0131. Biden y\u00f6netimi Pazartesi Suudi Arabistan ile ilgili \u00f6nlemleri, sonraki ad\u0131mlar\u0131n\u0131 da a\u00e7\u0131klayacak. \u00c7in’in petrol stoklar\u0131 100 g\u00fcnl\u00fck net ithalat\u0131na ula\u015fm\u0131\u015f durumda. \u0130\u00e7eriden bilgiye g\u00f6re 100 g\u00fcn civar\u0131nda gezen stoklar yak\u0131n zamanda 120 g\u00fcne kadar ula\u015fm\u0131\u015f. … Continue reading 26 \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\/3066"}],"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=3066"}],"version-history":[{"count":20,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/3066\/revisions"}],"predecessor-version":[{"id":3088,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/3066\/revisions\/3088"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=3066"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=3066"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=3066"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}