{"id":578,"date":"2017-03-06T17:07:07","date_gmt":"2017-03-06T17:07:07","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=578"},"modified":"2017-03-06T17:07:07","modified_gmt":"2017-03-06T17:07:07","slug":"6-mart-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/03\/6-mart-2017\/","title":{"rendered":"6 Mart 2017"},"content":{"rendered":"

1 Marttaki linklerim \u00fczerine Yesilekonomi.com\u2019dan \u0130lhan Katiboglu, FT linklerini google\u2019da arat\u0131p \u201ccached\u201d se\u00e7ene\u011fi ile okumayabilme y\u00f6ntemini \u00f6nerdi. Grafiklerde pazar g\u00fcn\u00fc pil sava\u015flar\u0131 ile ilgili grafik var. Bu hafta #ceraweek, IEA 5 y\u0131ll\u0131k petrol projeksiyonlar\u0131n\u0131 yay\u0131nlad\u0131. \u0130lgimi \u00e7eken konulardan biri \u0131s\u0131y\u0131 do\u011frudan elektri\u011fe \u00e7eviren termoionik materyaller, ve graphene var. \u00c7in\u2019de belirli b\u00f6lgelere ziyan ettikleri i\u00e7in r\u00fczgar yasa\u011f\u0131 gelmi\u015f. \u0130ngiltere\u2019de k\u00f6m\u00fcr \u00e7ok b\u00fcy\u00fck d\u00fc\u015f\u00fc\u015f g\u00f6rm\u00fc\u015f. Arabay\u0131 otonom hale getirmek ne kadar pahal\u0131? Pekin\u2019de elektrikli taksilerde ya\u015fanan sorunlar ve ilgili makalesi ekte.<\/p>\n

Bilgiler<\/b><\/span><\/span><\/p>\n

Bu hafta<\/a>: Pazartesi Ceraweek; Sal\u0131 API ve EIA k\u0131sa d\u00f6nem enerji g\u00f6r\u00fcn\u00fcm\u00fc, Chevron 2017 Analist toplant\u0131s\u0131; \u00c7ar\u015famba EIA petrol haftal\u0131k; Per\u015fembe EIA do\u011falgaz depo raporu; Cuma Baker Hughes rakamlar\u0131<\/p>\n

#ceraweek . Sekt\u00f6r\u00fcn b\u00fcy\u00fck oyuncular\u0131 bu hafta Ceraweek\u2019te fakat Trump y\u00f6netiminden kat\u0131l\u0131m hemen hemen yok<\/a>.<\/p>\n

<\/a> IEA\u2019in<\/a> 5 y\u0131ll\u0131k petrol piyasa \u00f6ng\u00f6r\u00fcs\u00fc: petrol talebi 2019\u2019da 100mv\/g \u00fc a\u015farak 2022\u2019de 104mv\/g\u2019e ula\u015facak. \u201c\u0130kinci dalga ABD \u00fcretim art\u0131\u015f\u0131 g\u00f6rece\u011fiz\u201d (Fatih Birol),<\/p>\n

ABD<\/a> ge\u00e7en sene ortalama 3 mv\/g petrol \u00fcr\u00fcnleri ihra\u00e7 etti. 10 sene \u00f6nce bu 1.3 mv\/g\u2019d\u00fc. Yine 10 sene \u00f6nce ABD 12.4 mv\/g ham petrol ve \u00fcr\u00fcnleri ithal ederken, ge\u00e7en sene 4.8 mv\/g\u2019e d\u00fc\u015ft\u00fc. 1985\u2019ten beri en d\u00fc\u015f\u00fck. Meksika\u2019ya 1.2 mv\/g \u00fcr\u00fcn Aral\u0131kta ihra\u00e7 edildi. Ayn\u0131 ay Japonya\u2019ya 379,000 v\/g ihra\u00e7 etti.<\/p>\n

Petrol fiyatlar\u0131<\/a> niye 50-55$ aras\u0131nda kald\u0131 da artmad\u0131. 1) OPEC kesintisini ABD \u015feyl petrol\u00fcn\u00fcn h\u0131zla doldurabilece\u011fi, 2) Rusya ve di\u011fer non-OPEC\u2019in s\u00f6yledikleri kadar kesinti yapmad\u0131klar\u0131 3) Hala g\u00fc\u00e7l\u00fc seviyedeki stoklar<\/p>\n

Petrol volatilitesi<\/a> son y\u0131llar\u0131n en d\u00fc\u015f\u00fc\u011f\u00fcnde, yat\u0131r\u0131m uzmanlar\u0131n\u0131n net uzun kontrat say\u0131s\u0131 386,707 kontrat (her kontrat 1000 varil)=20.6 milyar $ (53.3$\/varilden). Ama fiyatlar hi\u00e7bir yere gitmiyor, neden?<\/p>\n

FT<\/a>, \u0130ngiltere\u2019de k\u00f6m\u00fcr iki y\u0131l \u00f6ncesine kadar elektrik \u00fcretiminde %23 paya sahipti, ge\u00e7en sene %9\u2019a d\u00fc\u015ferek r\u00fczgar\u0131n bile gerisinde kald\u0131. Bu d\u00fc\u015f\u00fc\u015f karbon fiyat taban\u0131 (carbon price floor) ile oldu. Nisan 2015\u2019te 18 sterlin\/ton\u2019a (2 misline) \u00e7\u0131kar\u0131lan vergi ile, gaz \u00fcretimi artt\u0131, k\u00f6m\u00fcr \u00e7ak\u0131ld\u0131.<\/p>\n

\u00c7in\u2019de<\/a> yeni r\u00fczgar projeleri 6 b\u00f6lgede yasakland\u0131. 6 b\u00f6lgede r\u00fczgar \u00fcretiminin \u015febekeye verilememe oran\u0131 (waste) Gansu 43%, Xinjiang 38%, Jilin 30%, \u0130\u00e7 Mo\u011folistan 21%, Heilongjiang 19%. 2016\u2019da 241 TWh r\u00fczgar \u00fcretimi oldu. Bu da \u00fclke elektrik \u00fcretiminin %4\u2019\u00fc. 50 milyar kWh r\u00fczgar enerjisi ziyan oldu.<\/p>\n

Bir arabay\u0131 otonom<\/a> haline getirmek i\u00e7in harcanacak bedel. 250,000$. Baz\u0131lar\u0131 8-10,000$ diyor. Lazer sens\u00f6r, LIDAR\u2019lar \u00fcst model 85,000 $. 4 tane de k\u00fc\u00e7\u00fck LIDAR i\u00e7in 8,000$ tanesi, toplam 32,000$. Radar 10,000$, kameralarda 6,000$. T\u00fcnele girince GPS \u00e7al\u0131\u015fmay\u0131nca eylemsizlik sens\u00f6r\u00fc 4,000$. Waymo LIDAR\u2019a 7,500$ diyor, Tesla sadece radar 8,000$.<\/p>\n

Petrol ve gaz sekt\u00f6r\u00fcnde siberg\u00fcvenlik<\/a> konular\u0131nda di\u011fer sekt\u00f6rlere g\u00f6re daha geride oldu\u011fu detayl\u0131 incelenmi\u015f. Bir \u00e7ok petrol ve gaz tesisi hala Windows XP ve Ms-Dos gibi i\u015fletim sistemleri kullan\u0131yor ve g\u00fcncellerse \u00fcretim kayb\u0131 olur diye g\u00fcncellemiyor. Exxon Mobil siberg\u00fcvenlik program\u0131 ile 64 milyon email, 139 milyon ba\u011flant\u0131 her ay bloklam\u0131\u015f<\/p>\n

Termoiyonik<\/a> enerji d\u00f6n\u00fc\u015ft\u00fcr\u00fcc\u00fc ile \u0131s\u0131y\u0131 elektri\u011fe daha verimli d\u00f6n\u00fc\u015ft\u00fcrmek m\u00fcmk\u00fcn. Metal yerine grafen(graphene) kullanarak 7 kat daha verimli sistemler elde edilmi\u015f. 1000C\u2019de %9.8 verimlilik. Dikkat edin, mekanik enerjiye d\u00f6n\u00fc\u015f\u00fcm yok<\/p>\n

1917\u2019de Lincoln Evening Journal\u2019da \u201c\u0130leriye Bakmak\u201d<\/a> konulu bir makalede, 2017\u2019de kimsenin k\u00f6m\u00fcre ihtiya\u00e7 duymayaca\u011f\u0131 g\u00fcne\u015ften enerji elde edebilece\u011fi yaz\u0131lm\u0131\u015f<\/p>\n

Pekin\u2019de<\/a> elektrikli taksilerde 90 mil diye ba\u015flayan menzil ilk y\u0131lda 60 mile, daha ya\u015fl\u0131larda 30 mile d\u00fc\u015f\u00fcyor<\/a>. So\u011fuyunca \u015farj da d\u00fc\u015ft\u00fc\u011f\u00fc i\u00e7in (pillerin so\u011fukta \u015farj\u0131 d\u00fc\u015f\u00fcyor), k\u0131\u015f\u0131n araban\u0131n i\u00e7inde botla kazakla oturan taksiciler durumdan memnun de\u011fil. Taksiler devlet \u015firketi Beiqi \u2013 Beijing Automotive Group Co, fiyatlar\u0131 35,000$, benzinli taksi 10,000$<\/p>\n

Nymex petrolde<\/a> alt diren\u00e7 48$, \u00fcst seviye de 58$<\/p>\n

Grafik<\/b><\/span><\/span><\/p>\n

\u0130ngiltere\u2019nin k\u00f6m\u00fcr kullan\u0131m\u0131 (FT<\/a>)<\/p>\n

\"\"<\/p>\n

ABD\u2019de \u0130\u00e7i\u015fleri bakanl\u0131\u011f\u0131na raporlanan siberg\u00fcvenlik olaylar\u0131n da\u011f\u0131l\u0131m\u0131
\n<\/a><\/p>\n

\"\"<\/p>\n

 <\/p>\n

Pil Sava\u015flar\u0131 (FT<\/a>)<\/p>\n

\"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

1 Marttaki linklerim \u00fczerine Yesilekonomi.com\u2019dan \u0130lhan Katiboglu, FT linklerini google\u2019da arat\u0131p \u201ccached\u201d se\u00e7ene\u011fi ile okumayabilme y\u00f6ntemini \u00f6nerdi. Grafiklerde pazar g\u00fcn\u00fc pil sava\u015flar\u0131 ile ilgili grafik var. Bu hafta #ceraweek, IEA 5 y\u0131ll\u0131k petrol projeksiyonlar\u0131n\u0131 yay\u0131nlad\u0131. \u0130lgimi \u00e7eken konulardan biri \u0131s\u0131y\u0131 do\u011frudan elektri\u011fe \u00e7eviren termoionik materyaller, ve graphene var. \u00c7in\u2019de belirli b\u00f6lgelere ziyan ettikleri i\u00e7in r\u00fczgar … Continue reading 6 Mart 2017<\/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\/578"}],"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=578"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/578\/revisions"}],"predecessor-version":[{"id":582,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/578\/revisions\/582"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=578"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=578"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=578"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}