{"id":5264,"date":"2024-09-30T06:17:01","date_gmt":"2024-09-30T06:17:01","guid":{"rendered":"https:\/\/barissanli.com\/eak\/?p=5264"},"modified":"2024-09-30T14:44:35","modified_gmt":"2024-09-30T14:44:35","slug":"30-eylul-2024","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2024\/09\/30-eylul-2024\/","title":{"rendered":"30 Eyl\u00fcl 2024"},"content":{"rendered":"\n

Waha gaz fiyatlar\u0131 uzun zamand\u0131r negatifti. Fakat Matterhorn Express gaz boru hatt\u0131 (2.5 bcf\/d) a\u00e7\u0131ld\u0131ktan sonra art\u0131k bu negatif fiyatlar geride kalm\u0131\u015f olabilir (Energy Tidbits)<\/p>\n\n\n\n

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Meksika’ya ABD’den gaz ihracat\u0131 da 6.8-6.9 bcf\/d civarinda. 200 mcm\/d gibi. ET<\/p>\n\n\n\n

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ABD LNG ihracat\u0131nda da d\u00fc\u015f\u00fc\u015f devam ediyor. Beryl kas\u0131rgars\u0131 sebebiyle Freeport LNG (2.1 bcf\/d) 7 g\u00fcn kapal\u0131yd\u0131. A\u011fustos’ta ABD LNGsinin gitti\u011fi yerler: \u00c7in (1.1bcf\/d), Hindistan(0.9 bcf\/d), Japonya (0.9 bcf\/d), M\u0131s\u0131r ve Kore (her biri 0.8 bcf\/d). (ET)<\/p>\n\n\n\n

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Meksika gaz \u00fcretimi 4.5 bcf\/d civar\u0131nda tak\u0131l\u0131 kalm\u0131\u015f<\/p>\n\n\n\n

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1 Temmuz 2021’den bu yana 26.3 bcf\/d uzun d\u00f6nemli LNG anla\u015fmas\u0131 imzalanm\u0131\u015f, bunun %64’\u00fc Asyal\u0131 LNG al\u0131c\u0131lar\u0131. Bunun %42’si de \u00c7inliler<\/p>\n\n\n\n

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Japan LNG stoklar\u0131 da dipleri g\u00f6rm\u00fc\u015f<\/p>\n\n\n\n

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Gazprom Sudzha, 1.5 bcf\/d gaz g\u00f6ndermeye devam ediyor.<\/p>\n\n\n\n

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Haftal\u0131k LNG tablosu<\/p>\n\n\n\n

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Gaz fiyatlar\u0131 da \u015f\u00f6yle (Greg Molnar)<\/p>\n\n\n\n

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AB’nin AggregateEU<\/a> program\u0131na g\u00f6re 43 bcm gaz talebi i\u00e7in anla\u015fma olmas\u0131na ra\u011fmen, sadece 1 bcm gaz ger\u00e7ekten teslim edilmi\u015f. \u015eirketlere g\u00f6re amac\u0131na ula\u015famam\u0131\u015f. Habere g\u00f6re Avrupa Say\u0131\u015ftay\u0131, “gaz ticaret platformlar\u0131yla ilgili olarak [platformun] katma de\u011ferini belirleyemedi\u011fini ve AggregateEU’nun ele ald\u0131\u011f\u0131 bir piyasa ba\u015far\u0131s\u0131zl\u0131\u011f\u0131n\u0131 tespit etmedi\u011fimizi” s\u00f6yledi.<\/p>\n\n\n\n

Avrupa ortak al\u0131mda hidrojen ve di\u011fer mineralleri de d\u00fc\u015f\u00fcn\u00fcyor. Ama Enmacc CEOsu ki ge\u00e7en sene 35 milyar \u20ac ticaret yap\u0131lan platformun sahibi olarak AB’nin neden kendi platformunu <\/a>a\u00e7t\u0131\u011f\u0131n\u0131 sorgulam\u0131\u015f. AggregateEU’yu yeni bir platform y\u00f6netecekmi\u015f.<\/p>\n\n\n\n

\u0130ngiltere OECD’de<\/a> k\u00f6m\u00fcrden \u00e7\u0131kan 14.\u00fclke olmu\u015f<\/p>\n\n\n\n

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Ki\u015fi ba\u015f\u0131 sa\u011fl\u0131k harcamas\u0131<\/a> ve ortalama \u00f6m\u00fcr<\/p>\n\n\n\n

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Octopus<\/a>, 7 milyon elektrik ve gaz m\u00fc\u015fterisi ile \u0130ngiltere’nin 2.b\u00fcy\u00fck konut tedarik\u00e7isi. Ge\u00e7en sene 1.3 milyon Shell t\u00fcketicisini alm\u0131\u015f, daha \u00f6nce de 1.5 milyon Bulb m\u00fc\u015fterilerini. Neden ba\u015far\u0131l\u0131 olmu\u015flar “k\u00f6t\u00fc m\u00fc\u015fteri servisi”. \u00c7o\u011fu giri\u015fimci “risk de\u011fil kontrol\u00fc seviyor”. Octopus’un Country Durham’da g\u00fcne\u015f tarla ba\u011flant\u0131s\u0131 i\u00e7in 13 y\u0131l s\u00fcre verilmi\u015f. <\/p>\n\n\n\n

Meksikal\u0131 Pemex<\/a>, d\u00fcnyan\u0131n en bor\u00e7lu petrol \u015firketi, 100 milyar $ borcu var. Lopez Obrador d\u00f6neminde 19 milyar $’da rafineri yap\u0131ld\u0131 ama kar edecek mi bilen yok. <\/p>\n\n\n\n

Kobalt<\/a> fiyatlar\u0131 d\u00fc\u015f\u00fcyor. Kobalt ve lityum fiyatlar\u0131 2022-23 zirvesinden beri %75 d\u00fc\u015ft\u00fc. Genelde metaller %2-3 talep art\u0131\u015f\u0131 g\u00f6r\u00fcrken kobalt ve lityum %10-20 g\u00f6rd\u00fc. Kobaltta bir Glencore var bir de \u00c7inli CMOC. Y\u0131ll\u0131k 230.000 ton \u00fcretim var. \u00c7inli CMOC, 5 y\u0131l \u00f6nce 15000 tondayken \u015fimdi 100.000 tonda<\/p>\n\n\n\n

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Pillerdeki kobalt oran\u0131 NMC523’de %30 iken, NMC622’de %20, NMC811’de %10’a d\u00fc\u015ft\u00fc. Lityum fiyatlar\u0131 2023 ba\u015f\u0131nda 70.000$’dan \u015fimdi 11.000$ civar\u0131na d\u00fc\u015ft\u00fc.<\/p>\n\n\n\n

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Avrupa’da pil i\u015fletme gelirleri<\/a>. \u0130talya ve Almanya<\/p>\n\n\n\n

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Baker Hughes toplam petrol kule rakam\u0131 haftal\u0131k 4, y\u0131ldan y\u0131la da 18 d\u00fc\u015fm\u00fc\u015f. Petrol \u00fcretimi de 13.2 mv\/g’de.<\/p>\n\n\n\n

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ABD SPR ilk defa Eyl\u00fcl 2022’de(1983 sonras\u0131) ticari stoklar\u0131n alt\u0131na d\u00fc\u015ft\u00fc. SPR 381 mv, ticariler de 413 mv’de. 321 k\u0131r\u0131k farklar da 15.82$ serviyesine d\u00fc\u015fm\u00fc\u015f. Rafineri \u00e7\u0131kt\u0131s\u0131 16.3 mv\/g seviyesinde.<\/p>\n\n\n\n

Meksika Pemex petrol \u00fcretimi ba\u011fl\u0131 ortaklarla 1.66 mv\/g civar\u0131nda. Dos Bocas rafinerisi ise %24.7 kapasite oran\u0131nda. Pemex’in Meksika’da 7 rafinerisi var.<\/p>\n\n\n\n

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Rusya’n\u0131n deniz ile petrol ihracat\u0131nda durum a\u015fa\u011f\u0131da. Ama \u00c7in daha az petrol al\u0131yor 1.3 mv\/g’den 1.2 mv\/g’lere d\u00fc\u015fm\u00fc\u015f.<\/p>\n\n\n\n

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OPEC tahmininde sekt\u00f6rel petrol talebi<\/p>\n\n\n\n

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OPEC’in petrol \u00fcretimini artt\u0131rma plan\u0131<\/p>\n\n\n\n

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

ABD’de elektri\u011fi kesik yerler<\/a><\/p>\n\n\n\n

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WTI’de Houston kontratlar\u0131<\/a> g\u00f6zdeymi\u015f. CME’nin ki 18 milyon varile \u00e7\u0131km\u0131\u015f. Permian \u00fcretimi 6.1 milyon varil\/g\u00fcn seviyesinde. Cushing’in pabucu dama at\u0131l\u0131yor gibi. Cushing stoklar\u0131 22.8 milyon varil, neredeyse dipteyken, Gulf Coast 235 milyon varilde. K\u00f6rfezdeki ana benchmark, MEH, WTI Magellan’s East Houston. ABD ham petrol ihracat\u0131 4 mv\/g.<\/p>\n\n\n\n

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Konteyn\u0131r’da P&R yolsuzlu\u011fu. 1 konteyner 1415\u20ac, %11’ine y\u0131ll\u0131k kiralan\u0131yor. <\/p>\n\n\n\n

\u00c7in’de petrokimya<\/a> kapasite art\u0131\u015f\u0131<\/p>\n\n\n\n

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

Goldman,<\/a> Brent i\u00e7in 74$\/v Aral\u0131k 2025 tahmini ile 60$ civarlar\u0131n\u0131 da g\u00f6rebilir demi\u015f. \u00c7in petrol talebi 2025’te 0.2 mv\/g art\u0131\u015f g\u00f6rebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"

Waha gaz fiyatlar\u0131 uzun zamand\u0131r negatifti. Fakat Matterhorn Express gaz boru hatt\u0131 (2.5 bcf\/d) a\u00e7\u0131ld\u0131ktan sonra art\u0131k bu negatif fiyatlar geride kalm\u0131\u015f olabilir (Energy Tidbits) Meksika’ya ABD’den gaz ihracat\u0131 da 6.8-6.9 bcf\/d civarinda. 200 mcm\/d gibi. ET ABD LNG ihracat\u0131nda da d\u00fc\u015f\u00fc\u015f devam ediyor. Beryl kas\u0131rgars\u0131 sebebiyle Freeport LNG (2.1 bcf\/d) 7 g\u00fcn kapal\u0131yd\u0131. A\u011fustos’ta … Continue reading 30 Eyl\u00fcl 2024<\/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\/5264"}],"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=5264"}],"version-history":[{"count":42,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/5264\/revisions"}],"predecessor-version":[{"id":5332,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/5264\/revisions\/5332"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=5264"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=5264"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=5264"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}