{"id":3210,"date":"2021-03-16T17:50:43","date_gmt":"2021-03-16T17:50:43","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=3210"},"modified":"2021-03-16T19:14:51","modified_gmt":"2021-03-16T19:14:51","slug":"16-mart-2021","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2021\/03\/16-mart-2021\/","title":{"rendered":"16 Mart 2021"},"content":{"rendered":"\n

VW, 2030 y\u0131l\u0131na Avrupa’da 6 yeni pil fabrikas\u0131<\/a> a\u00e7acak. Toplam kapasite 240 GWh\/y\u0131l olacak ve y\u0131lda 5 milyon arabaya yetecek pil \u00fcretilecek. VW 2030’da Avrupa’daki sat\u0131\u015flar\u0131n %70i ve ABD ile \u00c7in’deki sat\u0131\u015flar\u0131n %50sinin elektrikli olmas\u0131n\u0131 bekliyor. \u00c7inli Geely’de d\u00fcn Ganzhou’da 5 milyar $’l\u0131k 42 GWh pil fabrikas\u0131 kuraca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. VW NorthVolt’tan 14 milyar $’l\u0131k pil sipari\u015f edecek, 2025’te de Salzgitter’de 40GWhlik bir fabrika a\u00e7acak.<\/p>\n\n\n\n

IRENA’n\u0131n bug\u00fcn yay\u0131nlad\u0131\u011f\u0131 Enerji D\u00f6n\u00fc\u015f\u00fcmleri G\u00f6r\u00fcn\u00fcm\u00fcne<\/a> g\u00f6re 1.5C senaryosu i\u00e7in gelecek 30 y\u0131lda fosil yak\u0131tlar\u0131n sadece d\u00f6rtte birinden az\u0131 kalacak. Yenilenebilir oran\u0131 da %14’ten 2050’de %74’e \u00e7\u0131kmas\u0131 gerekir. Her y\u0131l 4.4 trilyon $ yat\u0131r\u0131m<\/a> yap\u0131lmas\u0131 gerekiyor. <\/p>\n\n\n\n

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

ABD \u015feyl \u00fcretimi<\/a> bu sefer sermaye disiplinine \u00f6nem vererek daha yava\u015f yava\u015f \u00fcretim artt\u0131r\u0131yor. Fakat Permian’da disiplin sa\u011flansa da 60$ \u00fcst\u00fcnde \u00fcretim artt\u0131rabilecek ba\u015fka alanlar var. Bir \u00e7ok ba\u011f\u0131ms\u0131z \u015feyl \u015firketinin de\u011feri \u00e7ok artabilir hatta biraz da \u00fcretim de artt\u0131rabilirler.<\/p>\n\n\n\n

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

<\/p>\n\n\n\n

Demir cevheri<\/a> ge\u00e7en sene %75 artarak 160$\/ton ile ge\u00e7en senenin en \u00e7ok kazand\u0131ran emtias\u0131 oldu. Avustralya ve Brezilya’da tedarik sorunlar\u0131 ve \u00c7in’in talebi ile bu art\u0131\u015f oldu. Art\u0131\u015f sonucu madencilik \u015firketleri BHP, Rio Tinto, Vale ve Fortescue Metals’\u0131n de\u011ferleri iyi artt\u0131. Pekin hava kirlili\u011fi sebebiyle \u00e7elik sekt\u00f6r\u00fcnde at\u0131l kapasiteleri kapat\u0131p, temizleyecek, bu da fiyaatlar\u0131 10 y\u0131l\u0131n zirvesi 178$’dan 163.65$’a d\u00fc\u015f\u00fcrd\u00fc. Fakat demir cevheri piyasas\u0131nda arz eksi\u011fi devam ediyor.<\/p>\n\n\n\n

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

“ABD’deki petrol \u00fcreticilerinin <\/a>ba\u015f\u0131na gelebilecek en k\u00f6t\u00fc \u015fey, tekrar h\u0131zla \u00fcretimi artt\u0131rmak”, ConocoPhilips CEOsu’n\u0131n g\u00f6r\u00fc\u015f\u00fc b\u00f6yle. \u015eu anda dalga dalga nakit bu \u015firketlere geliyor. Petrol fiyatlar\u0131 \u00e7ok iyi seviyelerde. Rystad sene sonunda ABD ham petrol \u00fcretiminin 0.4 mv\/g artarak 11.6mv\/g olaca\u011f\u0131n\u0131 tahmin ediyor. \u015eirketler genelde nakit ak\u0131\u015flar\u0131n\u0131n %60-70’ini \u00fcretime yat\u0131rmaya s\u00f6z verdiler. 55$ \u00fcst\u00fcnde serbest nakit ak\u0131\u015f\u0131 30 milyar $’\u0131 bulabilir. Chevron ama agresif bir Permian \u00fcretimi a\u00e7\u0131klad\u0131.<\/p>\n\n\n\n

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

<\/p>\n\n\n\n

A\u00e7\u0131k deniz r\u00fczgar<\/a> \u00fcreticileri bir tarafta artan maliyet ve y\u00fcksek \u00e7elik fiyatlar\u0131 ve di\u011fer tarafta da m\u00fc\u015fterilerin ucuz t\u00fcrbin talepleri aras\u0131nda s\u0131k\u0131\u015ft\u0131lar. Ge\u00e7en sene a\u00e7\u0131k deniz sekt\u00f6r toplam yat\u0131r\u0131m\u0131 2019’dan 32 milyar$’dan 2020’de 50 milyar\u00a0$’a \u00e7\u0131kacak.<\/p>\n\n\n\n

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

<\/p>\n\n\n\n

Kuzey Denizinde <\/a>\u00fcretim 2004’ten beri en d\u00fc\u015f\u00fck seviyesine d\u00fc\u015ft\u00fc. Petrol ve gaz \u015firketleri pandemi sebebiyle nakit bulundurmak i\u00e7in yat\u0131r\u0131mlar\u0131 kesti. 2020’de 3.4 milyar \u00a3 daha az yat\u0131r\u0131m yap\u0131ld\u0131. Y\u0131ll\u0131k %23 d\u00fc\u015f\u00fc\u015f. \u00dcretim %5 d\u00fc\u015ferek 1.6 mv\/g’e indi. Kuzey denizi 1999-2000’de 4.7 mv\/g \u00fcretim yapm\u0131\u015ft\u0131.<\/p>\n\n\n\n

Texas’da ayl\u0131k 10 $ sabit \u00fccretle toptan sat\u0131\u015f fiyatlar\u0131 \u00fczerinden sat\u0131\u015f yapan Griddy Energy <\/a>iflas korumaya ba\u015fvurdu. Ercot Griddy’yi, \u015firket 25 milyon $’l\u0131k faturay\u0131 \u00f6deyemeyince \u015eubat sonunda Texas piyasas\u0131ndan atm\u0131\u015ft\u0131. Texas krizinde faturalanan 3 milyar $ hala \u00f6denmedi. Texas savc\u0131s\u0131 Griddy’ye dava a\u00e7t\u0131 ve toptan sat\u0131\u015fa ba\u011fl\u0131 [perakende] kontratlar\u0131 yasaklayan bir yasa \u00f6nerdi.(FT metni:\u00a0legislation has been introduced in the state that would ban the sort of wholesale-linked contracts that the company specialised in.)<\/p>\n\n\n\n

Internetteki a\u00e7\u0131k kaynak enerji modellerinin bulundu\u011fu github sitesi https:\/\/github.com\/protontypes\/open-sustainable-technology#modeling<\/p>\n\n\n\n

Metal anotlu pillerde h\u0131zl\u0131 \u015farj ile ilgili bir Nature Energy Makalesi<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

VW, 2030 y\u0131l\u0131na Avrupa’da 6 yeni pil fabrikas\u0131 a\u00e7acak. Toplam kapasite 240 GWh\/y\u0131l olacak ve y\u0131lda 5 milyon arabaya yetecek pil \u00fcretilecek. VW 2030’da Avrupa’daki sat\u0131\u015flar\u0131n %70i ve ABD ile \u00c7in’deki sat\u0131\u015flar\u0131n %50sinin elektrikli olmas\u0131n\u0131 bekliyor. \u00c7inli Geely’de d\u00fcn Ganzhou’da 5 milyar $’l\u0131k 42 GWh pil fabrikas\u0131 kuraca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. VW NorthVolt’tan 14 milyar $’l\u0131k pil … Continue reading 16 Mart 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\/3210"}],"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=3210"}],"version-history":[{"count":8,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/3210\/revisions"}],"predecessor-version":[{"id":3219,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/3210\/revisions\/3219"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=3210"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=3210"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=3210"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}