{"id":5153,"date":"2024-09-20T07:21:54","date_gmt":"2024-09-20T07:21:54","guid":{"rendered":"https:\/\/barissanli.com\/eak\/?p=5153"},"modified":"2024-09-20T16:34:34","modified_gmt":"2024-09-20T16:34:34","slug":"20-eylul-2024","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2024\/09\/20-eylul-2024\/","title":{"rendered":"20 Eyl\u00fcl 2024"},"content":{"rendered":"\n

Daniel Yergin’in kitab\u0131 Prize’in (T\u00fcrk\u00e7e Petrol diye \u00e7evrildi) ismi nereden gelmi\u015f? Churchill’in k\u00f6m\u00fcrden petrole ge\u00e7i\u015fe hainlik diyenlere dedi\u011fi “that is the prize of venture<\/a>“. Giri\u015fimin \u00d6d\u00fcl\u00fc. (Dakika 15:00)<\/p>\n\n\n\n

Asya JKM’in TTF’e fark\u0131 2.7 $\/mmbtu olmu\u015f. (Greg Molnar’den)<\/p>\n\n\n\n

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\u0130ngiliz national grid<\/a> 7 milyar pound bor\u00e7 ald\u0131, SSE’de 2032’ye kadar 40 milyar pound altyap\u0131 yat\u0131r\u0131m\u0131 yapacak. OFGEM enflasyon+4.3% getiri garanti ediyor. Fakat de\u011ferlemeler biraz d\u00fc\u015f\u00fck. Greencoar UK Wind, 49 r\u00fczgar \u00e7iftli\u011fi ile %7 r\u00fczgar g\u00fcc\u00fcne sahip(UK). Piyasa de\u011feri 3.2B pound, varl\u0131klar\u0131n\u0131n de\u011feri ise 3.6B<\/p>\n\n\n\n

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AB’deki sat\u0131\u015flar\u0131 gelece\u011fe uzat\u0131rsak, elektrikli arabalar\u0131n<\/a> pay\u0131<\/p>\n\n\n\n

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Avrupa’ya gaz ak\u0131\u015f\u0131nda farkl\u0131 senaryolar<\/p>\n\n\n\n

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Avrupa’ya Osmanl\u0131 tehdidi, protestanl\u0131\u011f\u0131<\/a> hayatta m\u0131 tuttu? “think it\u2019s no coincidence that the Lutherans survived and prospered when the Ottoman threat to Europe was larger than ever. Were it not for the fact that the Ottomans distracted the Habsburgs and the Church, Protestantism would have been like other Christian heresies: ultimately minor and suppressed. The timeline leaves little room for doubt”<\/p>\n\n\n\n

\u00c7in’de<\/a> bir nafta bir jet yukar\u0131 gidiyor.<\/p>\n\n\n\n

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Avrupa Birli\u011fi ve \u0130ngiltere gaz depolama<\/a> de\u011fi\u015fimi<\/p>\n\n\n\n

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Hep yenilenebilir i\u00e7in yakalama oran\u0131 (capture rate <\/a>konu\u015fuyoruz). Ama ortalama termal \u00fcretimin kapasite fakt\u00f6r\u00fc 2024’te %16 d\u00fc\u015fm\u00fc\u015f ama yakalama oran\u0131 %42 artm\u0131\u015f.<\/p>\n\n\n\n

\u00c7in’in yenilenebilir ve fosil<\/a> yak\u0131t elektrik oranlar\u0131. <\/p>\n\n\n\n

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Brezilya’da<\/a> yo\u011fun kurakl\u0131k sonras\u0131 g\u00fcn \u0131\u015f\u0131\u011f\u0131ndan tasarruf i\u00e7in ileri saat tekrar gelebilirmi\u015f.<\/p>\n\n\n\n

Ka\u011f\u0131t varillerde <\/a>durum 60:1’mi\u015f. yani g\u00fcnde 6 milyat ka\u011f\u0131t varil ticareti var. Say\u0131c\u0131lar ve algoritmik ticaret, g\u00fcnl\u00fck hacmin %70ymi\u015f.<\/p>\n\n\n\n

Commodity Insights Digest Yaz Say\u0131s\u0131, emtia b\u00fclteni<\/p>\n\n\n\n

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Summer 2024<\/a><\/blockquote>