{"id":6147,"date":"2024-12-18T05:32:25","date_gmt":"2024-12-18T05:32:25","guid":{"rendered":"https:\/\/barissanli.com\/eak\/?p=6147"},"modified":"2024-12-18T18:26:06","modified_gmt":"2024-12-18T18:26:06","slug":"18-aralik-2024","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2024\/12\/18-aralik-2024\/","title":{"rendered":"18 Aral\u0131k 2024"},"content":{"rendered":"\n<p>IEA <a href=\"https:\/\/x.com\/chigrl\/status\/1869326723080233258\">k\u00f6m\u00fcr talebi <\/a>hep d\u00fc\u015f\u00fck kalm\u0131\u015f<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"974\" height=\"1024\" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/JPEG-image-17-974x1024.jpeg\" alt=\"\" class=\"wp-image-6169\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/JPEG-image-17-974x1024.jpeg 974w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/JPEG-image-17-285x300.jpeg 285w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/JPEG-image-17-768x807.jpeg 768w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/JPEG-image-17.jpeg 1080w\" sizes=\"(max-width: 974px) 100vw, 974px\" \/><\/figure>\n\n\n\n<p>Henry Hub oynakl\u0131\u011f\u0131 <a href=\"https:\/\/www.cmegroup.com\/newsletters\/your-hub-for-gas-market-insights\/timera-energy-of-the-month-2024-12.html?utm_source=linkedin&amp;utm_medium=organic_social&amp;utm_campaign=timera\">gelecek gaz fiyatlar\u0131n\u0131<\/a> da kald\u0131rm\u0131\u015f<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.cmegroup.com\/content\/dam\/cmegroup\/newsletters\/timera-energy-of-the-month\/images\/tp24_timera-dec_940x600.png\" alt=\"Henry Hub front-month price and forwards\"\/><\/figure>\n\n\n\n<p>ABD LNG izinlerine dayanak olu\u015fturan <a href=\"https:\/\/www.energy.gov\/articles\/us-department-energy-completes-lng-study-update-announces-60-day-comment-period\">LNG raporu<\/a> yay\u0131nland\u0131. T\u00fcm izinler verilse de 2050&#8217;ye konut fiyatlar\u0131 %4 art\u0131yormu\u015f.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/pbs.twimg.com\/media\/GfDYCDqbEAAO_Ko?format=jpg&amp;name=small\" alt=\"Image\"\/><\/figure>\n\n\n\n<p>Ayn\u0131 rapor kapsam\u0131nda <a href=\"https:\/\/www.energy.gov\/sites\/default\/files\/2024-10\/LNG%20Snapshot%20Sep%2030%202024.pdf\">ayl\u0131k gaz g\u00f6r\u00fcnt\u00fcs\u00fc<\/a> raporunda izin alana ve i\u015fletmede olan LNG tesisleri<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"970\" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-08.32.12-1024x970.png\" alt=\"\" class=\"wp-image-6148\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-08.32.12-1024x970.png 1024w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-08.32.12-300x284.png 300w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-08.32.12-768x727.png 768w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-08.32.12.png 1053w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Jennifer Granholm&#8217;un a\u00e7\u0131klamalar\u0131:<br>* \u015eu andaki izin verilen tesisler (48 bcfd) ABD \u00fcretiminin yar\u0131s\u0131. bu kadar izin k\u00fcresel LNG talebini y\u0131llarca kar\u015f\u0131lamaya yeterli<br>* 2050&#8217;ye kadar s\u0131n\u0131rs\u0131z izin i\u00e7 fiyatlar\u0131 %30 y\u00fckseltecek, hanelere 100$\/y\u0131l&#8217;a mal olacak<br>* Bu etki 3l\u00fc olacak. Gaz fiyat\u0131, elektrik fiyat\u0131, ve ABD imalat maliyetleri<br>* Bu LNG s\u0131v\u0131la\u015ft\u0131rma tesislerinin oldu\u011fu b\u00f6lgelerde hava kalitesi problemler. <br>* \u0130klim etkileri, daha \u00e7ok izin verilirse 2050 y\u0131l\u0131na do\u011frudan emisyonlar\u0131n etkisi ABD y\u0131ll\u0131k emisyonlar\u0131n\u0131n 4&#8217;te 1&#8217;i, 1.5 Gton olacak.<br>* Avrupa&#8217;da LNG talebi d\u00fczle\u015fti, Japonya&#8217;da zirveyi ge\u00e7ti, G\u00fcney Kore&#8217;de de 2030&#8217;dan sonra talep art\u0131\u015f\u0131 olmaz. Yani ne \u00fcretilse \u00c7in&#8217;e gidecek. <\/p>\n\n\n\n<p>Hangi sekt\u00f6r hangi y\u0131l ne kadar getirdi. (Unhedged-FT). Hisseleri yapay zekaya ba\u011fl\u0131 olan elektrik sekt\u00f6r\u00fc de var.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ci3.googleusercontent.com\/meips\/ADKq_Nb367IIPsJZnYbjd0S9R_M04_jzdUivf0FTCKhga9qR1j7ZU49NIg-khIkiSOKESnLARkG9qQapzlgUfAn9CsnGSOg8hc0sWvGUTZ1qEeAn_NuxEH71y99lFfuCixNVUylCJzHV2Y_c4fQiS1ts7g2YGUdyaeCe9GCzvNQnhhYV-qkKYoHdCUDBHybwSeIPZNmrxeqV3Hi2y2T6ZHv-u4mLvLuC2H6h9WVCtPY0HrFMyKx8TEd-g34j0xH3yoahwUU49AmIX2H7JruPSAR33Un7xF8rUPzL7zQ7DaZPChs2iF4=s0-d-e1-ft#https:\/\/www.ft.com\/__origami\/service\/image\/v2\/images\/raw\/https:\/\/d1e00ek4ebabms.cloudfront.net\/production\/ba9d1185-433d-4853-9bcd-850581462619.png?source=spark-api&amp;width=700&amp;fit=scale-down&amp;bgcolor=FFFFFF\" alt=\"Displaying \"\/><\/figure>\n\n\n\n<p>IEA <a href=\"https:\/\/iea.blob.core.windows.net\/assets\/a1ee7b75-d555-49b6-b580-17d64ccc8365\/Coal2024.pdf\">K\u00f6m\u00fcr raporunu<\/a> da yay\u0131nlad\u0131. 2023&#8217;te k\u00f6m\u00fcrden elektrik \u00fcretimi %1.7 artt\u0131 (175 Twh). Yenilenebilir \u00fcretimi 426 TWh. K\u00f6m\u00fcr hala en b\u00fcy\u00fck elektrik \u00fcretim kayna\u011f\u0131 (%35). ABD (-169 TWh), AB(-133 TWh), \u00c7in(+347 TWh), Hindistan(+125 TWh). K\u00fcresel elektrik \u00fcretimi de %2.4 artarak 29898 TWh. 2027&#8217;ye kadar elektrik i\u00e7in k\u00f6m\u00fcr 6000 Mt&#8217;da plato. \u00c7in k\u00fcresel k\u00f6m\u00fcr talebinin %56&#8217;s\u0131.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1017\" height=\"603\" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-09.41.18.png\" alt=\"\" class=\"wp-image-6154\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-09.41.18.png 1017w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-09.41.18-300x178.png 300w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-09.41.18-768x455.png 768w\" sizes=\"(max-width: 1017px) 100vw, 1017px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"965\" height=\"548\" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-10.28.17.png\" alt=\"\" class=\"wp-image-6160\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-10.28.17.png 965w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-10.28.17-300x170.png 300w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-10.28.17-768x436.png 768w\" sizes=\"(max-width: 965px) 100vw, 965px\" \/><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.ft.com\/content\/e85e43d1-5ce4-4531-94f1-9e9c1c5b4ff1\">NVidia<\/a> Hopper GPU&#8217;dan kim ka\u00e7 tane alm\u0131\u015f. Sunucu harcamalar\u0131n\u0131n %43&#8217;\u00fc Nvidia&#8217;ya gitmi\u015f. 2024&#8217;te \u015firketler sunuculara 229 milyar $ harcayacak. Bunun sonucunda elektrik talep art\u0131\u015f\u0131 son 20 y\u0131l\u0131n zirvesinde. 2026&#8217;ya talep 1000 TWh artar.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"718\" height=\"493\" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-08.46.16.png\" alt=\"\" class=\"wp-image-6151\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-08.46.16.png 718w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-08.46.16-300x206.png 300w\" sizes=\"(max-width: 718px) 100vw, 718px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"484\" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-08.49.39.png\" alt=\"\" class=\"wp-image-6152\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-08.49.39.png 712w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-08.49.39-300x204.png 300w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p><a href=\"http:\/\/www.energypolicy.columbia.edu\/sites\/default\/files\/energy\/Railroads_Utilities_and_Free_Parking_What_Evolution_of_Transport_Monopolies_tells_us_about_Power_network_of_future.pdf\">Enerjinin gelece\u011finde<\/a> demiryollar\u0131 ve telefon hatlar\u0131ndan gelece\u011fin enerji sistemlerine bak\u0131\u015f. Columbia &#8211; CGEP&#8217;ten.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.ft.com\/content\/aef053ce-c94d-4a72-8dce-bdbf56dd67e1\">\u0130ngiltere borsas\u0131ndan<\/a> \u015firketlerin \u00e7\u0131k\u0131\u015f\u0131 280 milyar sterlini buldu. Pembelerde \u00e7\u0131kabilecek olanlar. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"739\" height=\"811\" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-15.59.11.png\" alt=\"\" class=\"wp-image-6164\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-15.59.11.png 739w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-15.59.11-273x300.png 273w\" sizes=\"(max-width: 739px) 100vw, 739px\" \/><\/figure>\n\n\n\n<p>Eski ama <a href=\"https:\/\/www.ft.com\/content\/cfd77e84-5d5b-47ae-96bd-9973b1c18662\">sanayi elektrik fiyatlar\u0131na<\/a> dair<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"715\" height=\"504\" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-16.03.23.png\" alt=\"\" class=\"wp-image-6166\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-16.03.23.png 715w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-18-at-16.03.23-300x211.png 300w\" sizes=\"(max-width: 715px) 100vw, 715px\" \/><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2024-12-07\/mozambique-power-output-cut-by-protests-targeting-infrastructure\">Mozambik ve Zambia&#8217;a<\/a> aras\u0131nda elektrik sorunlar\u0131nda, Zambia&#8217;da kurakl\u0131k olunca, Mozambik&#8217;ten elektrik al\u0131yor ama protestolarla Mozambik&#8217;in de kesilince sorun b\u00fcy\u00fcyor. <\/p>\n\n\n\n<p><br>Pope Francis&#8217;ten <a href=\"https:\/\/www.nytimes.com\/2024\/12\/17\/opinion\/pope-francis-humor.html\">Papal\u0131k f\u0131kralar\u0131.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>IEA k\u00f6m\u00fcr talebi hep d\u00fc\u015f\u00fck kalm\u0131\u015f Henry Hub oynakl\u0131\u011f\u0131 gelecek gaz fiyatlar\u0131n\u0131 da kald\u0131rm\u0131\u015f ABD LNG izinlerine dayanak olu\u015fturan LNG raporu yay\u0131nland\u0131. T\u00fcm izinler verilse de 2050&#8217;ye konut fiyatlar\u0131 %4 art\u0131yormu\u015f. Ayn\u0131 rapor kapsam\u0131nda ayl\u0131k gaz g\u00f6r\u00fcnt\u00fcs\u00fc raporunda izin alana ve i\u015fletmede olan LNG tesisleri Jennifer Granholm&#8217;un a\u00e7\u0131klamalar\u0131:* \u015eu andaki izin verilen tesisler (48 bcfd) &hellip; <a href=\"https:\/\/barissanli.com\/eak\/2024\/12\/18-aralik-2024\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">18 Aral\u0131k 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\/6147"}],"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=6147"}],"version-history":[{"count":14,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/6147\/revisions"}],"predecessor-version":[{"id":6170,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/6147\/revisions\/6170"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=6147"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=6147"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=6147"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}