A\u015fa\u011f\u0131daki yorum Emin Dan\u0131\u015f’\u0131n do\u011falgaz yorumudur:<\/p>\n
Angola ve Avustralya\u2019da \u00fcretimin tekrar ba\u015flamas\u0131yla birlikte bu hafta Asya\u2019daki spot fiyatlar\u0131n 2 y\u0131l\u0131n en y\u00fckse\u011finden geriledi\u011fini g\u00f6rd\u00fck. Asya piyasalar\u0131nda ge\u00e7ti\u011fimiz haftay\u0131 9.5 $\/mmbtu seviyesinden kapatan \u015fubat teslim spot fiyat\u0131 13 Ocak\u2019ta haftay\u0131 25 centlik d\u00fc\u015f\u00fc\u015fle haftay\u0131 9.75 $\/mmbtu seviyesinden kapatt\u0131. Mart teslim spot fiyatlar ise 8.25 $\/mmbtu\u2019ya gerilerken s\u0131caklar\u0131n y\u00fckselmesi ile Endonezya, Angola ve Avustralya \u00e7\u0131k\u0131\u015fl\u0131 kargolar\u0131n mart kontratlar\u0131n\u0131n fiyatlar\u0131n\u0131 bask\u0131lamaya devam edece\u011fi de\u011ferlendiriliyor.<\/p>\n
G\u00fcney Fransa\u2019da \u0130lave Kargo Talebi Devam Ediyor<\/b><\/p>\n
Fransa\u2019da gaz sistem operat\u00f6r\u00fc GRTGas\u2019\u0131n bu hafta yapt\u0131\u011f\u0131 a\u00e7\u0131klamada k\u0131\u015f ba\u015f\u0131ndan bu yana iletim sisteminde artarak devam darbo\u011faz\u0131n k\u0131\u015f mevsiminin geri kalan k\u0131sm\u0131nda devam etmesinin ve so\u011fuklarla birlikte art\u0131\u015f g\u00f6steren talebin ilave LNG kargolar\u0131 ile kar\u015f\u0131lanaca\u011f\u0131 ifade edildi. Fransa\u2019da ya\u015fanan bu sorunun \u00fclkenin 2 gaz b\u00f6lgesi aras\u0131ndaki iletim hatt\u0131n\u0131n kapasitesinin d\u00fc\u015f\u00fck olmas\u0131ndan kaynaklan\u0131yor. GRTGas ge\u00e7ti\u011fimiz aylarda iki b\u00f6lge aras\u0131ndaki boru hatt\u0131n\u0131n iletim kapasitesini artt\u0131racak Val de Saone projesi i\u00e7in H\u00fck\u00fcmetten onay alm\u0131\u015ft\u0131. S\u00f6z konusu kapasite art\u0131\u015f\u0131n\u0131n 2019 y\u0131l\u0131nda tamamlanmas\u0131 bekleniyor.<\/p>\n
G\u00fcney Fransa Hub kontrat\u0131 bu hafta a\u00e7\u0131klamayla birlikte Aral\u0131k 2013\u2019ten bu yana en y\u00fcksek seviyeye \u00e7\u0131karken \u00fclkenin Kuzey fiyatlar\u0131nda gev\u015feme g\u00f6r\u00fcld\u00fc. G\u00fcney fiyatlar\u0131 40 Euro\/MWh olurken Kuzey fiyatlar\u0131 ise 21.35 Euro\/MWh seviyesinde ger\u00e7ekle\u015fti. G\u00fcney Fransa\u2019dan \u015eubat ve Mart teslim fiyatlar\u0131n y\u00fcksek seyretmeye devam etmesi LNG \u00fcreticileri i\u00e7in G\u00fcney Fransa\u2019y\u0131 \u0130spanya ile birlikte Avrupa\u2019n\u0131n geri kalan\u0131na g\u00f6re \u00e7ok daha cazip bir pazar olarak \u00f6ne \u00e7\u0131kar\u0131yor. G\u00fcney\u2019deki Fos-sur-Mer LNG terminaline LNG teslimatlar\u0131n\u0131n d\u00fc\u015f\u00fc\u015f g\u00f6stermesi G\u00fcney\u2019deki ilave kargo ihtiyac\u0131n\u0131 artt\u0131ran etkenlerden.<\/p>\n
NBP’de gelecek ay vadeli kontratlar Avrupa\u2019da etkili olan so\u011fuklar ve G\u00fcney Fransa\u2019dan gelen ilave talep nedeniyle art\u0131\u015f g\u00f6sterdi. Ge\u00e7ti\u011fimiz haftay\u0131 6.18 $\/mmbtu seviyesinden kapatan gelecek ay vadeli kontratlar 13 Ocak\u2019ta haftay\u0131 6.71 $\/mmbtu\u2019dan kapatt\u0131.<\/p>\n
Henry Hub geriledi<\/b><\/p>\n
Henry Hub’da ge\u00e7en haftay\u0131 d\u00fc\u015f\u00fc\u015fle 3.28 $\/mmbtu seviyesinden kapatan gelecek ay vadeli kontratlar\u0131n 13 Ocak\u2019ta gelecek ay vadeli kontratlar haftay\u0131 3.42 $\/mmbtu seviyesinden kapatt\u0131. Henry Hub\u2019da ge\u00e7ti\u011fimiz haftay\u0131 3.33 $\/mmbtu\u2019dan kapatan spot fiyatlar ise 13 Ocak\u2019ta haftay\u0131 3.36 $\/mmbtu\u2019dan kapatt\u0131.<\/p>\n
Gazprom\u2019dan Avrupa\u2019ya 2016\u2019da 179 Milyar Metrek\u00fcp \u0130hracat<\/b><\/p>\n
Gazprom\u2019un Avrupa\u2019ya 2016\u2019da yapt\u0131\u011f\u0131 toplam do\u011falgaz ihracat\u0131 2015\u2019e g\u00f6re 19.9 milyar metrek\u00fcp artarak 179.3 milyar metrek\u00fcpe \u00e7\u0131kt\u0131. \u015eirketin 2016 y\u0131l\u0131nda toplam do\u011falgaz \u00fcretimi ise y\u0131ll\u0131k \u00fcretimin hedefinin \u00fcst\u00fcne \u00e7\u0131karak 419,07 milyar metrek\u00fcp oldu.<\/p>\n
Gazprom\u2019un Avrupa\u2019ya ihracat\u0131n\u0131 tahminlerin \u00fcst\u00fcnde artt\u0131rmas\u0131n\u0131n arkas\u0131nda yatan temel etmen gaz fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f ve Rus boru gaz\u0131n\u0131n fiyat avantaj\u0131 oldu. 2016 y\u0131l\u0131nda d\u00fc\u015f\u00fck petrol fiyatlar\u0131n\u0131n etkisiyle gerileyen do\u011falgaz fiyatlar\u0131n\u0131n gaz santrallerinin rekabet g\u00fcc\u00fcn\u00fc artt\u0131rmas\u0131 Avrupa genelinde elektrik \u00fcretiminde gaz\u0131n pay\u0131n\u0131n artmas\u0131n\u0131 da beraberinde getirdi. Avrupa\u2019da do\u011falgaz talebinin 2015 y\u0131l\u0131ndan sonra 2016 y\u0131l\u0131n\u0131 da art\u0131\u015fla kapataca\u011f\u0131 tahmin ediliyor.<\/p>\n
Energean Karish ve Tanin Sahalar\u0131n\u0131n Geli\u015ftirilmesi \u0130\u00e7in FPSO\u2019yu Se\u00e7ti<\/b><\/p>\n
\u0130srail’in Do\u011fu Akdeniz’deki Karish ve Tanin sahalar\u0131n\u0131 Nobel ve Delek \u015firketlerinden 148 milyon dolara sat\u0131n alan Yunanistan merkezli Energean \u015firketini s\u00f6z konusu iki sahan\u0131n geli\u015ftirilmesi i\u00e7in \u00e7e\u015fitli y\u00f6ntemleri incelediklerini Floating Production Storage and Offloading (FPSO) se\u00e7ene\u011finde karar k\u0131ld\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
Bu sisteme biraz daha yak\u0131ndan bakal\u0131m FPSO nedir ve Energean daha pahal\u0131 olmas\u0131na ra\u011fmen neden bu sistemi tercih etti?<\/p>\n
Y\u00fczer \u00fcretim depolama ve Bo\u015faltma (FPSO) sisteminin se\u00e7ilme nedeni ise platform in\u015fas\u0131na g\u00f6re daha pahal\u0131 olmas\u0131na ra\u011fmen y\u00fczde 20 daha fazla gaz \u00fcretme kapasitesine sahip olmas\u0131. FPSO\u2019lar ile kendisine ba\u011fl\u0131 olan kuyulardan kesintisiz olarak \u00fcretim sa\u011flan\u0131rken ayn\u0131 zamanda depolama ve bo\u015faltma i\u015flemleri de yap\u0131labiliyor.<\/p>\n
Sistemle 25 y\u0131l boyunca 3 milyar metrek\u00fcpl\u00fck gaz \u00fcretilmesi ve bu gaz\u0131n \u0130srail piyasas\u0131ndaki al\u0131c\u0131lara sat\u0131lmas\u0131 planlan\u0131yor. \u0130lk gaz \u00fcretiminin 2020 y\u0131l\u0131nda ba\u015flamas\u0131 planlan\u0131rken toplam yat\u0131r\u0131m tutar\u0131n\u0131n yakla\u015f\u0131k 1.3-1.5 milyar dolar olmas\u0131 bekleniyor.<\/p>\n
S\u00f6z konusu 2 do\u011falgaz sahas\u0131n\u0131n 60-80 milyar metrek\u00fcpl\u00fck do\u011falgaz rezervine sahip oldu\u011fu tahmin ediliyor.<\/p>\n
Global Energy Research Partners Ara\u015ft\u0131rma ve Strateji Direkt\u00f6r\u00fc Emin Emrah Dan\u0131\u015f \u00a0<\/b><\/span><\/span><\/p>\n @emindanis<\/b><\/span><\/a> & <\/b><\/span><\/span>@edanisenergy<\/b><\/span><\/a><\/p>\n","protected":false},"excerpt":{"rendered":" A\u015fa\u011f\u0131daki yorum Emin Dan\u0131\u015f’\u0131n do\u011falgaz yorumudur: Angola ve Avustralya\u2019da \u00fcretimin tekrar ba\u015flamas\u0131yla birlikte bu hafta Asya\u2019daki spot fiyatlar\u0131n 2 y\u0131l\u0131n en y\u00fckse\u011finden geriledi\u011fini g\u00f6rd\u00fck. Asya piyasalar\u0131nda ge\u00e7ti\u011fimiz haftay\u0131 9.5 $\/mmbtu seviyesinden kapatan \u015fubat teslim spot fiyat\u0131 13 Ocak\u2019ta haftay\u0131 25 centlik d\u00fc\u015f\u00fc\u015fle haftay\u0131 9.75 $\/mmbtu seviyesinden kapatt\u0131. Mart teslim spot fiyatlar ise 8.25 $\/mmbtu\u2019ya gerilerken … Continue reading 14 Ocak 2017 – Emin Dan\u0131\u015f<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/366"}],"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=366"}],"version-history":[{"count":6,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/366\/revisions"}],"predecessor-version":[{"id":372,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/366\/revisions\/372"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=366"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=366"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=366"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}