{"id":3248,"date":"2021-03-22T18:53:40","date_gmt":"2021-03-22T18:53:40","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=3248"},"modified":"2021-03-22T18:53:40","modified_gmt":"2021-03-22T18:53:40","slug":"22-mart-2021","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2021\/03\/22-mart-2021\/","title":{"rendered":"22 Mart 2021"},"content":{"rendered":"\n<p>Bu <a href=\"https:\/\/www.bloomberg.com\/markets\/economic-calendar\">hafta<\/a>:<\/p>\n\n\n\n<ul><li>23 Mart Sal\u0131 23:30 &#8211; API haftal\u0131k ham petrol stoklar\u0131<\/li><li>24 Mart \u00c7ar\u015famba:<ul><li>Dallas FED Enerji anketi (<strong>\u00d6nemli<\/strong>: anket petrolde fiyat g\u00f6stergesi olabiliyor)<\/li><\/ul><ul><li>17:30 EIA ham petrol ve petrol \u00fcr\u00fcnleri istatistikleri<\/li><\/ul><\/li><li>25 Mart Per\u015fembe<ul><li>17:30 ABD Do\u011falgaz stoklar\u0131<\/li><\/ul><\/li><li>26 Mart Cuma<ul><li>20:00 ABD Baker Hughes petrol-gaz sondaj kule say\u0131lar\u0131<\/li><li>23:30 CFTC petrol ve do\u011falgazda spek\u00fclatif pozisyonlar<\/li><\/ul><\/li><\/ul>\n\n\n\n<p>Ge\u00e7ti\u011fimiz haftan\u0131n enerji <a href=\"https:\/\/anchor.fm\/enerji-sohbetleri\/episodes\/20-Mart-2021---Enerjide-Haftalk-zet---Bar-Sanl-ve-Tmay-Solak-et3i71\">haberlerinin analizi Enerji Sohbetleri haftal\u0131k<\/a> de\u011ferlendirmesinde. <\/p>\n\n\n\n<p><strong>Son geli\u015fmeler<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/www.ft.com\/content\/b91097a9-c554-4e5c-9b89-a8abec354a55\">Saudi Aramco,<\/a> Pazar g\u00fcn\u00fc 2020 karlar\u0131nda %44 d\u00fc\u015f\u00fc\u015f olmas\u0131na ra\u011fmen hala 75 milyar $ temett\u00fc da\u011f\u0131taca\u011f\u0131n\u0131 duyurdu. Aramco 69 milyar $ ile Suudi kimyasal \u015firketi Sabic&#8217;de de ana hissedar olmu\u015ftu. \u015eirket sermaye yat\u0131r\u0131mlar\u0131n\u0131 32.8 milyar $&#8217;dan 27 milyar $&#8217;a d\u00fc\u015f\u00fcrd\u00fc. Planlanan 40-45 milyar$&#8217;d\u0131. \u015eirket hala \u00fcretimi 13 mv\/g&#8217;e \u00e7\u0131karmay\u0131 planl\u0131yor.<\/p>\n\n\n\n<p>Hindistan Petrol ve gaz bakanl\u0131\u011f\u0131na g\u00f6re, Hindistan\u0131n petrol talebi 2030 y\u0131l\u0131nda <a href=\"https:\/\/twitter.com\/Energy_Tidbits\/status\/1373669918395142145\/photo\/1\">iki misline \u00e7\u0131karak<\/a> 4.3 mv\/g&#8217;den 8.7 mv\/g&#8217;e \u00e7\u0131kacak.<\/p>\n\n\n\n<p>Japonya&#8217;da cumartesi olan 7.2 b\u00fcy\u00fckl\u00fc\u011f\u00fcndeki <a href=\"https:\/\/www.iaea.org\/newscenter\/pressreleases\/japan-informs-iaea-about-earthquake\">deprem<\/a> sonras\u0131 n\u00fckleer tesislerde herhangi bir sorun rapor edilmedi<\/p>\n\n\n\n<p>Baz\u0131 ekonomistlerin ve \u00e7evrecilerin s\u00fcr\u00fckledi\u011fi &#8220;<a href=\"https:\/\/www.axios.com\/degrowth-economic-growth-climate-change-pandemic-774933af-9209-4b74-89fb-b4a783a87305.html\">B\u00fcy\u00fcmemecilik&#8221;(degrowthism) <\/a>daha maliyetli olabilir. Pew Ara\u015ft\u0131rmaya g\u00f6re, k\u00fcresel orta gelir grubu 2020&#8217;de 54 milyon azald\u0131, ve k\u00fcresel fakirlik 131 milyon artt\u0131. 2020&#8217;de emisyonlar \u00f6nemli \u00f6l\u00e7\u00fcde d\u00fc\u015ft\u00fc ama bunun maliyeti 1500$\/ton CO2&#8217;ye denk oldu. 19.yy ortalar\u0131nda John Stuart Mill&#8217;de &#8220;zengin \u00fclkelerin ekonomik b\u00fcy\u00fcmenin sonuna geldi\u011fini&#8221; s\u00f6ylemi\u015fti.<\/p>\n\n\n\n<p>Kore y\u0131l sonuna kadar <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2021-03-18\/hydrogen-rivalry-intensifies-with-south-korea-challenging-europe?sref=d39KtWbu&amp;cmpid%3D=socialflow-twitter-energy&amp;utm_content=energy&amp;utm_campaign=socialflow-organic&amp;utm_medium=social&amp;utm_source=twitter\">hidrojen<\/a> dolum istasyon say\u0131s\u0131n\u0131 2ye katlayarak 180&#8217;e \u00e7\u0131karmay\u0131 hedefliyor. SK Group ise 2023&#8217;te gri, 2025&#8217;te mavi hidrojende d\u00fcnyan\u0131n en b\u00fcy\u00fck tesisini kuraca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Toplamda Koreli \u015firketler 2030&#8217;a kadar 38 milyar $ yat\u0131r\u0131m yapacaklar<\/p>\n\n\n\n<p>ABD&#8217;deki<a href=\"https:\/\/www.wsj.com\/articles\/oil-investors-hunt-for-cash-gushers-11616151615\"> petrol \u015firketleri <\/a>hem yat\u0131r\u0131mlar\u0131 k\u0131st\u0131klar\u0131 hem de petrol fiyatlar\u0131 y\u00fcksek oldu\u011fu i\u00e7in serbest nakit ak\u0131\u015flar\u0131nda \u00e7ok daha iyi bir durumdalar. &#8220;Yava\u015f\u00e7a b\u00fcy\u00fc, serbest nakit ak\u0131\u015f\u0131 olu\u015ftur ve yat\u0131r\u0131mc\u0131lara ver&#8221;. Yeni d\u00f6nemde \u015firketlerin izleyece\u011fi yol gibi g\u00f6z\u00fck\u00fcyor.<\/p>\n\n\n\n<p>ABD ve \u00c7in aras\u0131ndaki ayr\u0131\u015fmada, ABD&#8217;nin temiz enerji tedarik zincirinde belirli \u00fcr\u00fcnleri ABD&#8217;de \u00fcretip geri kalan\u0131ndaki tedarik zincirine dokunmamas\u0131n\u0131n faydal\u0131 olabilece\u011fini belirten bir Foreign Affairs yaz\u0131s\u0131nda, &#8220;<a href=\"https:\/\/www.foreignaffairs.com\/articles\/united-states\/2021-03-19\/decoupling-wont-kill-green-future?utm_campaign=tw_daily_soc&amp;utm_source=twitter_posts&amp;utm_medium=social\">selective onshoring<\/a>&#8221; (se\u00e7ici yerlile\u015ftirme) \u00f6nerilmi\u015f.<\/p>\n\n\n\n<p>D\u00fcnya \u00f6n\u00fcm\u00fczdeki 10 y\u0131lda \u00e7ok ciddi bir <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2021-03-19\/the-world-will-need-10-million-tons-more-copper-to-meet-demand?utm_medium=social&amp;utm_source=twitter&amp;utm_content=commodities&amp;utm_campaign=socialflow-organic&amp;cmpid%3D=socialflow-twitter-commodities\">bak\u0131r<\/a> sorunu ya\u015fayabilir. E\u011fer s\u00f6ylenen politikalar ger\u00e7ekle\u015ftirilecek ise 2030&#8217;a kadar 100 milyar $ bak\u0131r sekt\u00f6r\u00fcnde yat\u0131r\u0131m yap\u0131lmal\u0131 ki y\u0131ll\u0131k 4.7 milyon ton arz eksi\u011fi kapat\u0131labilsin. E\u011fer yeni madenler a\u00e7\u0131lmaz ise bu eksik 10 milyon ton&#8217;a da \u00e7\u0131kabilir. 8500 $\/ton \u00fcst\u00fcnde fiyatlar\u0131 arz-talep eksi\u011fi destekliyor.<\/p>\n\n\n\n<p>Aramco gelecek 50 y\u0131lda, \u00c7in&#8217;in enerji g\u00fcvenli\u011finin en \u00f6nemli \u00f6nceli\u011fi oldu\u011funu belirtti. Bu senenin ilk iki ay\u0131nda <a href=\"https:\/\/www.reuters.com\/article\/uk-china-forum-saudiaramco-idUSKBN2BD0GT?taid=605746e70637bb00011b0f7c&amp;utm_campaign=trueAnthem:+Trending+Content&amp;utm_medium=trueAnthem&amp;utm_source=twitter\">\u00c7in&#8217;in en b\u00fcy\u00fck tedarik\u00e7isiydi<\/a>, %2.1 art\u0131\u015f ile \u00c7in&#8217;e 1.86 mv\/g petrol ihra\u00e7 etti. Aramco CEOsu Nasser, \u00c7in&#8217;in enerji d\u00f6n\u00fc\u015f\u00fcm hedeflerine yard\u0131mda da Aramco&#8217;nun iyi bir konumu oldu\u011funu s\u00f6yledi. \u00c7in&#8217;deki ara\u015ft\u0131rma kurumlar\u0131na g\u00f6re \u00c7in&#8217;in talebi 2025&#8217;te 14.6 mv\/g&#8217;den en y\u00fcksek seviyesini g\u00f6recek<\/p>\n\n\n\n<p>Total, Kongo Cumhuriyetinde 40,000 hektar alan\u0131 a\u011fa\u00e7land\u0131racak. Bu 2019&#8217;daki 100 milyon $&#8217;l\u0131k karbon yakalama plan\u0131n\u0131n bir par\u00e7as\u0131, <a href=\"https:\/\/www.ft.com\/content\/705cb4ec-27f0-4203-84a7-06dd61f04328\">Total CEOsu Pouyanne&#8217;<\/a>e g\u00f6re maliyeti 10$\/ton. Her hektar y\u0131lda 6 ton CO2 yakaal\u0131yor var say\u0131l\u0131rsa, Avrupa&#8217;n\u0131n t\u00fcm emisyonlar\u0131n\u0131 tutmak i\u00e7in 500 milyon hektar -y\u00fczey alan\u0131n\u0131n yar\u0131s\u0131- gerekecek. En pop\u00fcler karbon ofsetleme projeleri ise FT&#8217;ye g\u00f6re \u015f\u00f6yle<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.ft.com\/__origami\/service\/image\/v2\/images\/raw\/https%3A%2F%2Fd6c748xw2pzm8.cloudfront.net%2Fprod%2Fc545e330-8a5f-11eb-8cc3-6969f38819e8-standard.png?dpr=1&amp;fit=scale-down&amp;quality=highest&amp;source=next&amp;width=700\" alt=\"Lex: Sund4Mon, Reforestation as a carbon sink \"\/><\/figure>\n\n\n\n<p><br>Almanya&#8217;daki Thyssenkrupp&#8217;un Duisburg \u00e7elik fabrikas\u0131, Avrupa&#8217;n\u0131n en b\u00fcy\u00fck entegre \u00e7elik tesisi. 11 milyon ton <a href=\"https:\/\/www.ft.com\/content\/7a83309e-1dbd-4651-a6fc-52f9be72def7\">\u00e7elik \u00fcretimine<\/a> kar\u015f\u0131 20 milyon ton CO2 emisyonu var ve Almanya emisyonlar\u0131n\u0131n %2.5&#8217;unun sebebi. 1 ton \u00e7elik 1.83 ton CO2, 1 ton \u00e7imento da 0.4-0.6 ton CO2 emisyona sebep oluyor. Duisburg&#8217;u hidrojenle \u00e7al\u0131\u015f\u0131r hale getirmek 10 milyar \u20ac&#8217;ya mal olacak. T\u00fcm Avrupa \u00fcretimi 100 milyon ton\/y\u0131l ve bunu d\u00f6n\u00fc\u015ft\u00fcrmek 400 TWh (T\u00fcrkiye t\u00fcketimi 304 TWh)&#8217;a mal olacak.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.ft.com\/__origami\/service\/image\/v2\/images\/raw\/https%3A%2F%2Fd6c748xw2pzm8.cloudfront.net%2Fprod%2F6d5510f0-6f8f-11eb-a605-73695ad152bb-standard.png?dpr=1&amp;fit=scale-down&amp;quality=highest&amp;source=next&amp;width=700\" alt=\"Pie chart showing total industry CO2 emissions by sector, 2017. The largest emitter was Iron and steel with 24%, followed by, cement on 18% and chemicals on 12%\"\/><\/figure>\n\n\n\n<p>\u00c7imento \u00fcreticileri ve ton ba\u015f\u0131na emisyonlar\u0131 (<a href=\"https:\/\/www.ft.com\/content\/7a83309e-1dbd-4651-a6fc-52f9be72def7\">FT<\/a>)<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.ft.com\/__origami\/service\/image\/v2\/images\/raw\/https%3A%2F%2Fd6c748xw2pzm8.cloudfront.net%2Fprod%2F96e5e5e0-87ed-11eb-a479-9f74f42af95e-standard.png?dpr=1&amp;fit=scale-down&amp;quality=highest&amp;source=next&amp;width=700\" alt=\"Chart of cement producers\"\/><\/figure>\n\n\n\n<p>ABD&#8217;de <a href=\"https:\/\/www.ft.com\/content\/50b52600-dd43-427c-88a6-149cf790cb70\">SEC (Menkul k\u0131ymetler ve borsalar komisyonu)<\/a>, Amerika&#8217;n\u0131n en b\u00fcy\u00fck petrol \u015firketlerinden ConocoPhillips ve Occidental Petroleum&#8217;un hissedarlar\u0131n &#8220;Scope 3&#8243;(T\u00fcketicilerin emisyonlar\u0131n\u0131) azaltmaya dair detayl\u0131 planlama yap\u0131lmas\u0131 iste\u011fine uymalar\u0131n\u0131 gerektirecek bir karar ald\u0131. SEC ilk defa Scope 3 emisyonlar\u0131 konusunda petrol ve gaz \u015firketlerinin talebini reddetti. Biden y\u00f6netiminin etkisi olarak de\u011ferlendiriliyor.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.reuters.com\/article\/india-refinery-output\/indias-crude-oil-throughput-hits-4-month-low-in-february-idUSKBN2BB21B\">Hindistan&#8217;\u0131n<\/a> ham petrol i\u015fleme seviyesi \u015eubat&#8217;ta 4 ay\u0131n en d\u00fc\u015f\u00fc\u011f\u00fcnde, y\u0131ldan y\u0131la %8.8 d\u00fc\u015ferek 4.87 mv\/g oldu.Ayl\u0131k bazda %5.6 d\u00fc\u015ft\u00fc ki ge\u00e7en sene \u015eubat 29 \u00e7ekti\u011finden %3.4 g\u00fcn etkisinden geliyor.<\/p>\n\n\n\n<p>Venez\u00fcella&#8217;n\u0131n ba\u015fkenti Cayena Hotel&#8217;de, Maduro y\u00f6netiminin \u00f6zelle\u015ftirme ve daha fazla otonomi vaadi ile yabanc\u0131 petrol \u015firketleri g\u00f6r\u00fc\u015fmelere ba\u015flad\u0131. Maduro yak\u0131n zamandaki bir TV yay\u0131n\u0131nda &#8220;ABD ve d\u00fcnyan\u0131n de\u011fi\u015fik yerlerinden yat\u0131r\u0131mc\u0131lara s\u00f6ylemek isterim ki, Venez\u00fcella&#8217;n\u0131n kap\u0131s\u0131 petrol yat\u0131r\u0131mlar\u0131na a\u00e7\u0131k&#8221; dedi. B\u00fcy\u00fckler yapt\u0131r\u0131mlar\u0131n kalkmas\u0131n\u0131 bekliyor. Petrol bakan\u0131 Tareck El Aissami \u00fcretimi 1.5mv\/g&#8217;e \u00e7\u0131karma vaadi verdi ama zor.<\/p>\n\n\n\n<p><strong>Ge\u00e7ti\u011fimiz haftan\u0131n \u00f6nemli haberleri<\/strong><\/p>\n\n\n\n<p>Brent\u2019te&nbsp;<a href=\"https:\/\/twitter.com\/staunovo\/status\/1372985216009142273\">yat\u0131r\u0131mc\u0131lar<\/a>&nbsp;ge\u00e7en hafta uzun pozisyonlar\u0131 1714 azalt\u0131p, k\u0131sa pozisyonlar\u0131 3102 artt\u0131rd\u0131. Fiyat d\u00fc\u015f\u00fc\u015f\u00fc y\u00f6n\u00fcnde bir hamle<\/p>\n\n\n\n<p>Avustralya\u2019da<a href=\"https:\/\/www.offshore-energy.biz\/the-first-hydrogen-supply-chain-project-to-start-operations\/?utm_source=dlvr.it&amp;utm_medium=twitter\">&nbsp;HESC pilot projesi<\/a>&nbsp;ile Latrobe Vadisi k\u00f6m\u00fcr\u00fc gazla\u015ft\u0131r\u0131ldak spnra hidrojen s\u0131v\u0131la\u015ft\u0131r\u0131larak Japonya\u2019ya g\u00f6nderilecek. Proje Kawasaki HI taraf\u0131ndan yap\u0131l\u0131yor ve 388 milyon $\u2019a mal olacak.<\/p>\n\n\n\n<p><a href=\"https:\/\/oilprice.com\/Energy\/Energy-General\/Oil-Rig-Count-Jumps-As-WTI-Moves-Back-Above-60.html\">Baker Hughes\u2019a<\/a>&nbsp;haftal\u0131k istatistiklerine g\u00f6re ABD\u2019de petrol ve gaz sondaj kule rakamlar\u0131 bu hafta 9 artt\u0131. Art\u0131\u015f\u0131n tamamk\u0131 petrolden, gaz kule say\u0131s\u0131 sabit. Permian\u2019da kule say\u0131s\u0131 4 artt\u0131.<\/p>\n\n\n\n<p>VW\u2019in Tesla\u2019da \u00e7akma \u201c<a href=\"https:\/\/themobilist.medium.com\/with-a-blockbuster-week-vw-has-ignited-a-new-phase-in-the-electric-war-e77b61c49234\">pil g\u00fcn\u00fc (Power Day)<\/a>\u201c\u2018inde en \u00f6nemli a\u00e7\u0131klamalardan biri de daha fazla mangan kullanan pillerin duyurusu oldu. Katodlar NMC(nikel,mangan,kobalt) oluyor. NanoOne teknoloji LNMO (%25 nikel, oksijen ve bir s\u00fcr\u00fc mangan). Bu sayede %50 pil maliyet d\u00fc\u015f\u00fc\u015f\u00fc m\u00fcmk\u00fcn.&nbsp;<\/p>\n\n\n\n<p>VW, 2030 y\u0131l\u0131na Avrupa\u2019da&nbsp;<a href=\"https:\/\/www.ft.com\/content\/6be4159e-cdb7-48e1-b0d1-4b88054805f9\">6 yeni pil fabrikas\u0131<\/a>&nbsp;a\u00e7acak. Toplam kapasite 240 GWh\/y\u0131l olacak ve y\u0131lda 5 milyon arabaya yetecek pil \u00fcretilecek. VW 2030\u2019da Avrupa\u2019daki sat\u0131\u015flar\u0131n %70i ve ABD ile \u00c7in\u2019deki sat\u0131\u015flar\u0131n %50sinin elektrikli olmas\u0131n\u0131 bekliyor. \u00c7inli Geely\u2019de d\u00fcn Ganzhou\u2019da 5 milyar $\u2019l\u0131k 42 GWh pil fabrikas\u0131 kuraca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. VW NorthVolt\u2019tan 14 milyar $\u2019l\u0131k pil sipari\u015f edecek, 2025\u2019te de Salzgitter\u2019de 40GWhlik bir fabrika a\u00e7acak.<\/p>\n\n\n\n<p>IRENA\u2019n\u0131n bug\u00fcn yay\u0131nlad\u0131\u011f\u0131&nbsp;<a href=\"https:\/\/www.irena.org\/publications\/2021\/March\/World-Energy-Transitions-Outlook\">Enerji D\u00f6n\u00fc\u015f\u00fcmleri G\u00f6r\u00fcn\u00fcm\u00fcne<\/a>&nbsp;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\u2019ten 2050\u2019de %74\u2019e \u00e7\u0131kmas\u0131 gerekir. Her y\u0131l&nbsp;<a href=\"https:\/\/www.ft.com\/content\/7f2a29e0-b6a9-453b-b0ac-b456fd0d1629\">4.4 trilyon $ yat\u0131r\u0131m<\/a>&nbsp;yap\u0131lmas\u0131 gerekiyor.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/pbs.twimg.com\/media\/Ewnlv7UWYAUlgMs?format=jpg&amp;name=large\" alt=\"Image\"\/><\/figure>\n\n\n\n<p>ABD&nbsp;<a href=\"https:\/\/www.ft.com\/content\/7f2a29e0-b6a9-453b-b0ac-b456fd0d1629\">\u015feyl \u00fcretimi<\/a>&nbsp;bu sefer sermaye disiplinine \u00f6nem vererek daha yava\u015f yava\u015f \u00fcretim artt\u0131r\u0131yor. Fakat Permian\u2019da 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<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.ft.com\/__origami\/service\/image\/v2\/images\/raw\/https%3A%2F%2Fd6c748xw2pzm8.cloudfront.net%2Fprod%2Fcfb19840-8335-11eb-ab16-17e74c76cb05-standard.png?dpr=1&amp;fit=scale-down&amp;quality=highest&amp;source=next&amp;width=700\" alt=\"Line chart of Barrels a day (millions) showing US oil production is expected to rise again\"\/><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.ft.com\/content\/7ccb47c0-0d41-4f17-a340-036434bf75ac\">Demir cevheri<\/a>&nbsp;ge\u00e7en sene %75 artarak 160$\/ton ile ge\u00e7en senenin en \u00e7ok kazand\u0131ran emtias\u0131 oldu. Avustralya ve Brezilya\u2019da tedarik sorunlar\u0131 ve \u00c7in\u2019in talebi ile bu art\u0131\u015f oldu. Art\u0131\u015f sonucu madencilik \u015firketleri BHP, Rio Tinto, Vale ve Fortescue Metals\u2019\u0131n de\u011ferleri iyi artt\u0131. Pekin hava kirlili\u011fi sebebiyle \u00e7elik sekt\u00f6r\u00fcnde at\u0131l kapasiteleri kapat\u0131p, temizleyecek, bu da fiyaatlar\u0131 10 y\u0131l\u0131n zirvesi 178$\u2019dan 163.65$\u2019a d\u00fc\u015f\u00fcrd\u00fc. Fakat demir cevheri piyasas\u0131nda arz eksi\u011fi devam ediyor.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.ft.com\/__origami\/service\/image\/v2\/images\/raw\/https%3A%2F%2Fd6c748xw2pzm8.cloudfront.net%2Fprod%2F2e8068f0-8599-11eb-83cb-0fb5d12bfb4a-standard.png?dpr=1&amp;fit=scale-down&amp;quality=highest&amp;source=next&amp;width=700\" alt=\"Line chart of $\/tonne showing Is the iron ore bull run over? \"\/><\/figure>\n\n\n\n<p>\u201cABD\u2019deki&nbsp;<a href=\"https:\/\/www.ft.com\/content\/c803be61-61ac-4f4c-836a-4ac19265ad45\">petrol \u00fcreticilerinin&nbsp;<\/a>ba\u015f\u0131na gelebilecek en k\u00f6t\u00fc \u015fey, tekrar h\u0131zla \u00fcretimi artt\u0131rmak\u201d, ConocoPhilips CEOsu\u2019n\u0131n g\u00f6r\u00fc\u015f\u00fc b\u00f6yle. \u015eu anda dalga dalga nakit bu \u015firketlere geliyor. Petrol fiyatlar\u0131 \u00e7ok iyi seviyelerde. Rystad sene sonunda ABD ham petrol \u00fcretiminin 0.4 mv\/g artarak 11.6mv\/g olaca\u011f\u0131n\u0131 tahmin ediyor. \u015eirketler genelde nakit ak\u0131\u015flar\u0131n\u0131n %60-70\u2019ini \u00fcretime yat\u0131rmaya s\u00f6z verdiler. 55$ \u00fcst\u00fcnde serbest nakit ak\u0131\u015f\u0131 30 milyar $\u2019\u0131 bulabilir. Chevron ama agresif bir Permian \u00fcretimi a\u00e7\u0131klad\u0131.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.ft.com\/__origami\/service\/image\/v2\/images\/raw\/https%3A%2F%2Fd6c748xw2pzm8.cloudfront.net%2Fprod%2F2a9aff60-828e-11eb-b0f4-895fce7e504a-standard.png?dpr=1&amp;fit=scale-down&amp;quality=highest&amp;source=next&amp;width=700\" alt=\"Column chart of number of active frac crews showing US shale oil fracking is picking up\"\/><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.ft.com\/content\/49d77f86-2a85-414e-b879-b4c00a51887f\">A\u00e7\u0131k deniz r\u00fczgar<\/a>&nbsp;\u00fcreticileri bir tarafta artan maliyet ve y\u00fcksek \u00e7elik fiyatlar\u0131 ve di\u011fer tarafta da m\u00fc\u015fterilerin ucuz t\u00fcrbin talepleri aras\u0131nda s\u0131k\u0131\u015ft\u0131lar. Ge\u00e7en sene a\u00e7\u0131k deniz sekt\u00f6r toplam yat\u0131r\u0131m\u0131 2019\u2019dan 32 milyar$\u2019dan 2020\u2019de 50 milyar&nbsp;$\u2019a \u00e7\u0131kacak.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.ft.com\/__origami\/service\/image\/v2\/images\/raw\/https%3A%2F%2Fd6c748xw2pzm8.cloudfront.net%2Fprod%2Fa7568130-8362-11eb-8925-a58f4dde1893-standard.png?dpr=1&amp;fit=scale-down&amp;quality=highest&amp;source=next&amp;width=700\" alt=\"Bar chart of Turbines installed in 2020 (GW) showing World's largest wind turbine makers\"\/><\/figure>\n\n\n\n<p>Bug\u00fcn IEA,&nbsp;<a href=\"https:\/\/www.axios.com\/newsletters\/axios-generate-893535da-065e-4816-be7b-e023682b62a1.html?utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=newsletter_axiosgenerate&amp;stream=top\">Petrol 2021 raporunu<\/a>&nbsp;yay\u0131nlad\u0131. Dr Fatih Birol, petrol talebinin yak\u0131n zamanda d\u00fc\u015f\u00fc\u015fe ge\u00e7mesi i\u00e7in mutlaka \u00f6nemli eylemlerin yap\u0131lmas\u0131 gerekti\u011fini s\u00f6yledi. Baz senaryoda 2019 talebi, 2015\u2019e g\u00f6re 3.5 mv\/g daha y\u00fcksek olacak. Asl\u0131nda yak\u0131n d\u00f6nemde bir h\u0131zlanma da bekliyorlar.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/pbs.twimg.com\/media\/EwrSPqNWQAE4Tcx?format=jpg&amp;name=large\" alt=\"Image\"\/><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.ft.com\/content\/1924c87a-ff8c-470d-a158-4404da4531dc\">Financial Times<\/a>, IEA\u2019in mesaj\u0131n\u0131, \u201cIEA, Wall Street\u2019in petrol de s\u00fcper d\u00f6ng\u00fc (y\u00fckseli\u015f) \u00e7a\u011fr\u0131lar\u0131na kar\u015f\u0131 \u00e7\u0131kt\u0131\u201d \u015feklinde g\u00f6rd\u00fc. \u201cBizim verimiz ve analizimiz bunun b\u00f6yle olmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor\u201d. IEA\u2019e g\u00f6re 9.3 mv\/g h\u0131zla devreye girebilecek kapasite hala var.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.axios.com\/newsletters\/axios-generate-893535da-065e-4816-be7b-e023682b62a1.html?utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=newsletter_axiosgenerate&amp;stream=top\">Evden \u00e7al\u0131\u015fman\u0131n<\/a>&nbsp;petrol talebine etkisi uzun ve kal\u0131c\u0131 g\u00f6z\u00fckm\u00fcyor. IEA\u2019e g\u00f6re uzaktan \u00e7al\u0131\u015fmak 2025\u2019e geldi\u011fimizde 250,000 v\/g talebin yerine ge\u00e7ecek.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"978\" height=\"820\" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/03\/Screen-Shot-2021-03-17-at-20.34.10.png\" alt=\"\" class=\"wp-image-3221\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/03\/Screen-Shot-2021-03-17-at-20.34.10.png 978w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/03\/Screen-Shot-2021-03-17-at-20.34.10-300x252.png 300w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/03\/Screen-Shot-2021-03-17-at-20.34.10-768x644.png 768w\" sizes=\"(max-width: 978px) 100vw, 978px\" \/><\/figure>\n\n\n\n<p>Elektrikli<a href=\"https:\/\/www.ft.com\/content\/93c86820-0058-4a2a-9093-0f4f327b7a1b\">&nbsp;ara\u00e7 \u015farj \u015firketleri&nbsp;<\/a><a href=\"https:\/\/switchback-energy.com\/wp-content\/uploads\/2020\/09\/ChargePoint-New-Investor-Deck-23-Sept-2020-8K.pdf\">ChargePoint<\/a>, Frans\u0131z Engie\u2019nin \u015firketi EVgo ve Volta, SPAC y\u00f6ntemi ile halka a\u00e7\u0131lacak. 3 \u015firket de \u00e7ok y\u00fcksek gelir \u00f6ng\u00f6r\u00fcyor. Fakat EVgo\u2019nun a\u00e7\u0131klamas\u0131 sonras\u0131 fiyatlar \u00f6nce \u00e7\u0131k\u0131p sonra h\u0131zla d\u00fc\u015ft\u00fc.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.ft.com\/__origami\/service\/image\/v2\/images\/raw\/https%3A%2F%2Fd6c748xw2pzm8.cloudfront.net%2Fprod%2Fe4905650-81cf-11eb-9d5c-2381c7a76479-standard.png?dpr=1&amp;fit=scale-down&amp;quality=highest&amp;source=next&amp;width=700\" alt=\"Line chart of Climate Change Crisis Real Impact I Acquisition Corp, share price ($) showing EVgo's Spac partner takes wild ride\"\/><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.ft.com\/content\/9e316b48-c448-4797-a41b-89465ae847ad\">Texas enerji krizinin<\/a>&nbsp;art\u00e7\u0131lar\u0131 devam ediyor. 4 k\u00fc\u00e7\u00fck \u015firket iflas korumaya ba\u015fvurdu. NRG, Exelon gibi b\u00fcy\u00fckler de \u00e7ok b\u00fcy\u00fck kay\u0131plardan bahsediyor. Texas yasa yap\u0131c\u0131lar\u0131, 4 milyar $\u2019l\u0131k elektrik faturas\u0131n\u0131 geri alacak, \u201cyeniden fiyatlama\u201d \u00fczerinde \u00e7al\u0131\u015f\u0131yor. Ercot\u2019un fiyatlar\u0131 9000$\/MWh\u2019da 30 saat fazla tuttu\u011fu d\u00fc\u015f\u00fcn\u00fcl\u00fcyor. Fakat ge\u00e7mi\u015f saatleri yeniden fiyatland\u0131rmak uzun d\u00f6nemli zararlara yol a\u00e7abilir.<\/p>\n\n\n\n<p>\u201c<a href=\"https:\/\/www.ft.com\/content\/391846fa-5857-463f-94e8-f8f20cdb2f09\">VW tekrar Almanya\u2019n\u0131n en de\u011ferli \u015firketi<\/a>\u201c. 2025\u2019te elektrikli arabalarda d\u00fcnya lideri olma plan\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131ndan beri hisseler %20 artt\u0131. Tesla\u2019n\u0131n giri\u015fim de\u011feri VW\u2019nin iki misli, bu premiumun sebebi de yaz\u0131l\u0131m. Tesla\u2019n\u0131n kar\u0131n\u0131n yar\u0131s\u0131 yaz\u0131l\u0131mdan olacak. Tesla yaz\u0131l\u0131m ve donan\u0131m ile Apple\u2019 a benzerken, VW sadece donan\u0131m \u00fcreten Samsung\u2019u and\u0131r\u0131yor.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.ft.com\/__origami\/service\/image\/v2\/images\/raw\/https%3A%2F%2Fd6c748xw2pzm8.cloudfront.net%2Fprod%2F6ae16920-880a-11eb-9fe0-b76c40c66d31-standard.png?dpr=1&amp;fit=scale-down&amp;quality=highest&amp;source=next&amp;width=700\" alt=\"Lex: VW's electric vehicle drive\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Petrol per\u015fembe g\u00fcn\u00fc Haziran\u2019dan beri&nbsp;<a href=\"https:\/\/www.ft.com\/content\/0d6caaf7-d00a-4a2f-a5e9-877dabf09d39\">en b\u00fcy\u00fck g\u00fcnl\u00fck<\/a>, Ekimden beri en b\u00fcy\u00fck haftal\u0131k d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ya\u015fad\u0131. Avrupa\u2019daki kapanma haberleri ile, \u00c7in\u2019in fiziksel talebi ve ABD\u2019deki b\u00fcy\u00fcmenin k\u0131r\u0131lganl\u0131\u011f\u0131 ana konular olarak g\u00f6r\u00fcl\u00fcyor. \u00c7in\u2019de a\u011f\u0131r emisyonlu yak\u0131t ithalatlar\u0131na operasyon, ABD petrol stoklar\u0131nda Texas krizi sonras\u0131 tekrar devreye girmelerin uzamas\u0131ndan dolay\u0131 art\u0131\u015f etkili oldu. Bug\u00fcn Brent\u2019in %2 art\u0131\u015f\u0131n\u0131n sebebi de Riyad\u2019da petrol rafinerisine dronelu sald\u0131r\u0131.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.ft.com\/content\/4d3f943a-b386-4e33-af2e-015777c05849\">IATA(Uluslararas\u0131 hava ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 birli\u011fi)\u2019nin&nbsp;<\/a>ba\u015fkan\u0131 Alexandre de Juniac, 300 \u00fcyesi ile g\u00f6r\u00fc\u015fmede ve iklim konusunda k\u00fcresel havayollar\u0131n\u0131n daha sert kurallar koymas\u0131 gerekti\u011fini belirtiyor. 2050\u2019de net s\u0131f\u0131r karbon emisyonu s\u00f6z\u00fc verdirmeyi planl\u0131yor. Mevcutta s\u00fcrd\u00fcr\u00fclebilir yak\u0131tlar\u0131n pay\u0131 %1. Havayollar\u0131n\u0131n k\u00fcresel emisyonlara etkisi de %2-3<\/p>\n\n\n\n<p>WSJ\u2019a g\u00f6re \u00c7in hem \u0130ran hem de Venez\u00fcella\u2019dan yapt\u0131r\u0131mlara ra\u011fmen petrol al\u0131yor. \u0130ran\u2019dan&nbsp;<a href=\"https:\/\/www.wsj.com\/articles\/china-buys-more-iranian-and-venezuelan-oil-in-a-test-for-biden-11616146203\">Mart\u2019ta 918,000v\/g petrol<\/a>&nbsp;al\u0131yor. Daha \u00e7ok \u00c7in devlet \u015firketi China Petroleum&amp;Chemical Corp, Sinopec- \u00c7in\u2019in en b\u00fcy\u00fck rafinericisi al\u0131yor.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.woodmac.com\/horizons\/tectonic-shift-chinas-world-changing-push-for-energy-independence\/\">Wood Mackenzie\u2019nin<\/a>&nbsp;\u201cTektonik hareket: \u00c7in\u2019in enerji ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131 i\u00e7in d\u00fcnyay\u0131 de\u011fi\u015ftiren hamlesi\u201d raporu g\u00fcn\u00fcn en iyi raporu. \u00c7in petrol\u00fcn %75\u2019ini, demir cevherinin %80\u2019ini, bak\u0131r\u0131n %85\u2019ini ithal ediyor. Ye\u015fil rekabet, korumac\u0131l\u0131k ve fazla kapasite ile geli\u015fmeyi yava\u015flatabilir.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"538\" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/03\/Screen-Shot-2021-03-19-at-23.25.41-1024x538.png\" alt=\"\" class=\"wp-image-3235\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/03\/Screen-Shot-2021-03-19-at-23.25.41-1024x538.png 1024w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/03\/Screen-Shot-2021-03-19-at-23.25.41-300x158.png 300w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/03\/Screen-Shot-2021-03-19-at-23.25.41-768x403.png 768w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/03\/Screen-Shot-2021-03-19-at-23.25.41.png 1196w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"869\" height=\"1024\" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/03\/Screen-Shot-2021-03-19-at-23.26.15-869x1024.png\" alt=\"\" class=\"wp-image-3236\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/03\/Screen-Shot-2021-03-19-at-23.26.15-869x1024.png 869w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/03\/Screen-Shot-2021-03-19-at-23.26.15-254x300.png 254w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/03\/Screen-Shot-2021-03-19-at-23.26.15-768x905.png 768w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2021\/03\/Screen-Shot-2021-03-19-at-23.26.15.png 1174w\" sizes=\"(max-width: 869px) 100vw, 869px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>A\u00e7\u0131k makaleler<\/strong><\/p>\n\n\n\n<p>Business strategies for<a href=\"https:\/\/www.sciencedirect.com\/science\/article\/pii\/S136403212100201X\"> flexibility aggregators <\/a>to steer clear of being \u201ctoo small to bid\u201d<\/p>\n\n\n\n<p>Energy Sector <a href=\"https:\/\/www.mdpi.com\/1996-1073\/14\/6\/1613\/pdf\">Risk and Cost <\/a>of Capital Assessment\u2014Companies and Investors Perspective<\/p>\n\n\n\n<p><a href=\"https:\/\/www.cmu.edu\/ceic\/research-publications\/ceic_21_02-esr-policy.pdf\">Market Power Challenges <\/a>and Solutions for Electric Power Storage Resources<\/p>\n\n\n\n<p><a href=\"https:\/\/arxiv.org\/ftp\/arxiv\/papers\/2001\/2001.03246.pdf\">Makale<\/a>&nbsp;: Petrolden Yapay Zekaya Stratejik Varl\u0131klar\u0131n Mant\u0131\u011f\u0131<\/p>\n\n\n\n<p>\u00c7in\u2019in&nbsp;<a href=\"https:\/\/fingfx.thomsonreuters.com\/gfx\/ce\/gjnpwolekpw\/CHINA's%2014TH%20FIVE-YEAR%20PLAN.pdf\">14nc\u00fc 5 y\u0131ll\u0131k plan\u0131n\u0131n&nbsp;<\/a>\u00f6nemli noktalar\u0131.<\/p>\n\n\n\n<p>\u0130ngiltere\u2019nin&nbsp;<a href=\"https:\/\/assets.publishing.service.gov.uk\/government\/uploads\/system\/uploads\/attachment_data\/file\/970229\/Industrial_Decarbonisation_Strategy_March_2021.pdf\">Sanayi Dekarbonizasyon<\/a>&nbsp;Stratejisi<\/p>\n\n\n\n<p>Makale-yorum (Nature):&nbsp;<a href=\"https:\/\/www.nature.com\/articles\/d41586-021-00662-3\">Net s\u0131f\u0131r emisyon hedefleri&nbsp;<\/a>bulan\u0131k<\/p>\n\n\n\n<p><strong>Videolar<\/strong><\/p>\n\n\n\n<p>Princeton \u00dcniversitesinden&nbsp;<a href=\"https:\/\/acee.princeton.edu\/carbon-pricing\/video\">Carbon Pricing in the real world<\/a><\/p>\n\n\n\n<p>ABD Temsilciler meclisinde&nbsp;<a href=\"https:\/\/science.house.gov\/hearings\/lessons-learned-from-the-texas-blackouts-research-needs-for-a-secure-and-resilient-grid\">Texas krizi tart\u0131\u015fmas\u0131<\/a><\/p>\n\n\n\n<p>VW\u2019in&nbsp;<a href=\"https:\/\/insideevs.com\/news\/494915\/volkswagen-roles-anode-cathode-ev-adoption\/amp\/\">Power Day yay\u0131n\u0131<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bu hafta: 23 Mart Sal\u0131 23:30 &#8211; API haftal\u0131k ham petrol stoklar\u0131 24 Mart \u00c7ar\u015famba: Dallas FED Enerji anketi (\u00d6nemli: anket petrolde fiyat g\u00f6stergesi olabiliyor) 17:30 EIA ham petrol ve petrol \u00fcr\u00fcnleri istatistikleri 25 Mart Per\u015fembe 17:30 ABD Do\u011falgaz stoklar\u0131 26 Mart Cuma 20:00 ABD Baker Hughes petrol-gaz sondaj kule say\u0131lar\u0131 23:30 CFTC petrol ve &hellip; <a href=\"https:\/\/barissanli.com\/eak\/2021\/03\/22-mart-2021\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">22 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\/3248"}],"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=3248"}],"version-history":[{"count":6,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/3248\/revisions"}],"predecessor-version":[{"id":3254,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/3248\/revisions\/3254"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=3248"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=3248"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=3248"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}