D\u00fcn Maugeriden bahsetmi\u015ftik, bug\u00fcn de eski Goldman traderi Pierre Andurand<\/a>\u2019\u0131n 130 milyon $ kaybetti\u011fi haberinin analizi \u00f6nemli. Andurrand 2016\u2019da %22 getiri sa\u011flam\u0131\u015ft\u0131. Vitol ham petrol y\u00f6neticisi Mark Couling ile Viyana\u2019ya davet edilmi\u015fti. Kay\u0131plar\u0131n sebebi, 2017 ilk yar\u0131da fiyatlar\u0131n 70$\/v olaca\u011f\u0131 beklentisi<\/p>\n Ceraweek\u2019teki<\/a> \u00e7eli\u015fkiler: K\u0131sa d\u00f6nemdeki \u00fcretim fazlas\u0131 ile uzun d\u00f6nemde yat\u0131r\u0131m eksi\u011fi; y\u0131k\u0131c\u0131 ula\u015ft\u0131rma yeniliklerine ra\u011fmen talep zirve yapmayacak; OPEC \u015feyl taraf\u0131ndan tehdit alt\u0131nda ama \u00f6vg\u00fcye devam. En \u00f6nemlisi OPEC\u2019in hedge fonlarla ili\u015fkisi: spek\u00fclat\u00f6rler OPEC\u2019e yard\u0131mc\u0131 olabilir ama fundamentaller kaygan ise fiyat\u0131 da \u00e7\u00f6kertebilirler<\/p>\n Bug\u00fcn ham petrol <\/a>biraz toparlad\u0131, sebebi de ABD ham petrol stoklar\u0131nda S\u00fcrpriz azalma bunun sebebi. IEA raporunda OECD stoklar\u0131n\u0131n azald\u0131\u011f\u0131n\u0131n alt\u0131 \u00e7izildi. Asl\u0131nda \u00fcr\u00fcn stoklar\u0131 d\u00fc\u015fmeye ba\u015flad\u0131 ama ham tarafta umut y\u00fcksek de\u011fil.<\/p>\n Cezayir\u2019i<\/a> b\u00fcy\u00fck sorunlar bekliyor diyor bu yaz\u0131. Petrol ve gaz \u00fclke ihracat\u0131n\u0131n %95\u2019i. 2016\u2019da petrol ve gaz gelirleri 2014\u2019e g\u00f6re %54 d\u00fc\u015ft\u00fc. Cezayir\u2019in b\u00fct\u00e7e i\u00e7in 2016\u2019da 93$\/v\u2019e ihtiyac\u0131 vard\u0131. 2022\u2019ye kadar 70 milyar $ d\u00fc\u015fen \u00fcretim i\u00e7in sahalara yat\u0131r\u0131m yapmas\u0131 gerekiyor. Di\u011fer tarafta da AQIM -Al Qaeda in Islamic Magreb Ocakta cihat ilan etti.<\/p>\n OPEC<\/a> raporuna g\u00f6re \u00c7in\u2019de hem iyi hem k\u00f6t\u00fc haber var. Petrokimyadaki art\u0131\u015f talep getirir ama \u00e7evresel politikalar-hava kirlili\u011fi sebebi ile ula\u015ft\u0131rma yak\u0131t t\u00fcketimi d\u00fc\u015febilir. Suudi Arabistan \u00fcretimi ise ikinci kaynaklara g\u00f6re Suudilerin s\u00f6yledi\u011finden daha \u00e7ok d\u00fc\u015fm\u00fc\u015f. Suudiler 10mv\/g dese de ikincil kaynaklar 9.86 mv\/g demi\u015f.<\/p>\n Fransa\u2019da<\/a> \u0131s\u0131tma da elektrik yo\u011fun olup, bu sene n\u00fckleer santral kontrolleri vs, elektrikte 1980\u2019den beri rekor ithalat rakam\u0131 g\u00f6rd\u00fc ve g\u00f6recek: 0.95 Twh. Ba\u015fkan adaylar\u0131 Macron: 2022\u2019de k\u00f6m\u00fcr\u00fc kapatacak, %50 n\u00fckleer hedefine sad\u0131k, 26 GW yenilenebilir; Le Pen EDF\u2019i enerji g\u00fcvenli\u011finin merkezine alacak, n\u00fckleer aynen; Fillon\u2019da n\u00fckleere devamc\u0131.<\/p>\n Kuveyt ve Suudi Arabistan aras\u0131ndaki tarafs\u0131z b\u00f6lgede <\/a>Wafra petrol sahas\u0131 200,000 v\/g ve denizdeki Khafji sahas\u0131 300,000 v\/g OPEC kesinti karar\u0131 sebebi ile tekrar devreye giremiyor, ama girse 500,000 v\/g de oradan gelir.<\/p>\n Bug\u00fcn Mustafa Berke<\/a> \u00f6nerdi. Mutlaka bak\u0131lmas\u0131 gereken bir rapor. Petrol \u015firketlerinin tahminlerinin anatomisi, 21 sayfada. \u015eirketler fosil yak\u0131tlar olacak, yenilenebilir o kadar h\u0131zl\u0131 artmayacak,teknoloji maliyetleri y\u00fcksek tahmin etme, elektrikli arabada ise petrol \u015firketleri araba \u015firketlerinden daha k\u00f6t\u00fcmser. \u201cForecasting Failure\u201d raporu<\/a>.<\/p>\n Enerjide \u00f6bekzinciri(blockchain)<\/a> konusundaki geli\u015fmeleri takip eden web sites<\/a>i, enerjide \u00f6bekzinciri konferans\u0131<\/a> bile Viyanada yap\u0131lm\u0131\u015f. Enterprise Ethereum Alliance ve Energy Web Foundation da standartlar\u0131 h\u0131zland\u0131racak.<\/p>\n Grafik<\/b><\/span><\/span><\/p>\n Aktif kule ba\u015f\u0131na \u00fcretim (EnergyFuse<\/a>)<\/p>\n OPEC raporuna g\u00f6re \u00c7in\u2019in petrol ve \u00fcr\u00fcn talebi (Clipperdata<\/a>)<\/p>\n <\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":" Bug\u00fcn blockchain(\u00f6bekzinciri) linkleri bence \u00f6nemli, enerjide blockchain konferans\u0131 bile yap\u0131lm\u0131\u015f. Petrolde yan\u0131lmayan yok, yaln\u0131z Pierre Andurand gibi her seferinde en iyi tahminci \u00f6d\u00fcllerini toparlayanlar yan\u0131l\u0131nca 130 milyon$ bat\u0131r\u0131yor. Mustafa Berke\u2019nin \u00f6nerdi\u011fi raporda t\u00fcm petrol \u015firketlerinin ve kurumlar\u0131n senaryolar\u0131 k\u0131yaslanm\u0131\u015f, Greenpeace perspektifinden de olsa, kesinlikle okunmas\u0131 gereken derleme. OPEC raporunda \u00c7in\u2019de petrokimya art\u0131\u015f\u0131 \u00fcr\u00fcn azal\u0131\u015f\u0131 g\u00f6z\u00fck\u00fcyor. … Continue reading 15 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\/613"}],"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=613"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/613\/revisions"}],"predecessor-version":[{"id":616,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/613\/revisions\/616"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=613"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=613"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=613"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/03\/img_58c99ff164c7e.png\")
<\/p>\n![\"\"](\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/03\/img_58c9a020971ed.png\")
<\/p>\n