{"id":623,"date":"2017-03-17T20:16:39","date_gmt":"2017-03-17T20:16:39","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=623"},"modified":"2017-03-17T20:16:39","modified_gmt":"2017-03-17T20:16:39","slug":"17-mart-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/03\/17-mart-2017\/","title":{"rendered":"17 Mart 2017"},"content":{"rendered":"

Bu hafta LNG ile ilgili okunmas\u0131 gereken tek dok\u00fcman Sohbet Karbuz\u2019un tavsiye etti\u011fi gibi IEEJ\u2019nin \u015eubat 2017 <\/a>\u00f6zeti. Madencilikte ilgin\u00e7 geli\u015fmeler oluyor. Glencore tek ba\u015f\u0131na \u00fcretimi d\u00fc\u015f\u00fcrerek \u00e7inko fiyatlar\u0131n\u0131 %7 oynatm\u0131\u015f. Havadan CO2 yakalayarak seralara veren ilk ticari tesis. Cargil de petrol ticaret(trade)\u2019den \u00e7\u0131k\u0131yor, ama gaz ve elektrik aynen devam. \u201cNet Metering\u201d yerine ne gelir derken, Utility of the Future raporunda anlat\u0131lan \u015fekilde New York komisyonu \u201cde\u011fer katman\u0131\u201d y\u00f6ntemine ge\u00e7iyor. Emisyonlar y\u00fckselmiyor, ama \u00e7ok de\u011fi\u015fim oldu. IEA ve EIA verilerinde tart\u0131\u015fmalar hep oluyor. Bu seferki IEA\u2019in Ocak rakamlar\u0131n\u0131 sene sonunda hep yukar\u0131 revize etti\u011fi y\u00f6n\u00fcnde. Bilin\u00e7li ise stratejik bir karar, modelleme hatas\u0131 ile 7 y\u0131ld\u0131r devam ediyorsa ne denir? Tarih k\u0131sm\u0131nda da 1970’den Karadenizde petrol k\u0131sm\u0131 var.<\/p>\n

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

K\u00fcresel emisyonlar<\/a> 3. Sene arka arkaya ayn\u0131 seviyede devam ediyor. Ekonomik b\u00fcy\u00fcmenin %3\u2019ler seviyesinde oldu\u011fu bir d\u00f6nemde emisyonlar\u0131n d\u00fc\u015fmesi, gaz\u0131n k\u00f6m\u00fcr\u00fcn yerine ge\u00e7mesi ve yenilenebilirlerin daha eri\u015filebilir olmas\u0131ndan. ABD\u2019de %3, \u00c7in\u2019de %1 d\u00fc\u015f\u00fc\u015f oldu. \u00c7in ve brezilyadaki b\u00fcy\u00fck hidrolar da etkiliymi\u015f.<\/p>\n

Son yedi y\u0131lda IEA\u2019in y\u0131ll\u0131k petrol talebi <\/a>ortalama 880,000 v\/g yukar\u0131 revize edilmi\u015f. Yani \u015f\u00f6yle : sene ba\u015f\u0131nda a\u00e7\u0131klanan rakam ile sene sonunda a\u00e7\u0131klanan rapor aras\u0131nda s\u00fcrekli bir yukar\u0131 revize var. Her konuya yeni giren gibi soral\u0131m : \u201cveriler ne kadar sa\u011fl\u0131kl\u0131\u201d<\/p>\n

E\u011fer ABD\u2019de<\/a> petrole %20 s\u0131n\u0131r vergisi(DBTBA) uygulan\u0131rsa, yerel fiyatlar %25 artar. Bu da benzin fiyatlar\u0131n\u0131 30 cent artt\u0131r\u0131r. Hanehalklar\u0131na y\u0131lda 341 $\u2019a mal olur. ABD\u2019li \u015firketler y\u0131lda 20 milyar $ (E&P) kazan\u0131r. \u00dcretim 1.5mv\/g artar.<\/p>\n

Suudi Arabistan<\/a>, gerekirse \u00fcretim kesintisi uzat\u0131labilir dedi. 25 May\u0131sta belli olacak. \u015eubat\u2019ta OPEC \u00fcretimi referans seviyenin 1.3 mv\/g daha azd\u0131. Rusya ise kesintiler ile ilgili konu\u015fmak i\u00e7in erken dedi.<\/p>\n

BP\u2019nin sahip oldu\u011fu Forties Boru hatt\u0131n\u0131 (FPS) \u0130ngiliz sanayici Jim Ratcliffe<\/a> almay\u0131 planl\u0131yor. Boru hatt\u0131 \u015fu anda 450,000 v\/g petrol ta\u015f\u0131yor, \u0130ngiltere \u00fcretiminin %40\u2019\u0131. Ratcliffe Dr. No olarak biliniyor, sendikalarla m\u00fccadelesinden dolay\u0131. \u0130ngiltere\u2019nin JR\u2019\u0131.<\/p>\n

Avustralyal\u0131 yat\u0131r\u0131m grubu Cargil\u2019in<\/a> petrol b\u00f6l\u00fcm\u00fcn\u00fc sat\u0131n alacak. Haberdeki detay \u015fu, Cargill petrolden \u00e7\u0131ksa da gaz ve elektrikte kal\u0131yor. Bu \u00e7\u0131k\u0131\u015f haberlerinde bu n\u00fcansa \u00f6nemli..<\/p>\n

D\u00fcnyada kimse Glencore\u2019dan<\/a> daha fazla \u00e7inko \u00e7\u0131karmamakta. Glencore d\u00fcnya \u00e7inko \u00fcretiminin %4\u2019\u00fcn\u00fc kapataca\u011f\u0131n\u0131 duyurunca fiyatlar %7 artt\u0131. \u00c7inko \u00e7elik galvanizlemesinde kullan\u0131l\u0131yor. \u00c7inko\u2019da k\u00fcresel madencilikte %8 Glencore, %6 Teck Resources, %4 Vedanta Resources. K\u0131saca \u00c7inko\u2019nun Suudi Arabistan\u2019\u0131, \u00fcretse de stoktan satmayarak y\u00fckseltiyor<\/p>\n

31 May\u0131s\u2019ta \u0130svi\u00e7re\u2019de d\u00fcnyan\u0131n ilk ticari DAC(Direct Air Capture)<\/a> tesisi a\u00e7\u0131lacak. A\u00e7\u0131k havadan senede 900 ton CO2 yakalayarak yak\u0131ndaki seralarda sebzelerin b\u00fcy\u00fcmesini %20 aertt\u0131racak. Pro\u00e7e 3.2-4.3 milyon $.<\/p>\n

Ocak 2017\u2019de Japonya\u2019n\u0131n<\/a> LNG ithalat\u0131 y\u0131ldan y\u0131la %15 artarak 8.3 mton oldu. ABD\u2019den ortalama 12.44 $\/mmbtu karaya \u00e7\u0131karma(landing) ile 3 kargo alm\u0131\u015f. Ortalama da ise Ocak\u2019ta 7.44 $\/mmbtu \u00f6demi\u015f. \u00c7in\u2019in ithalat\u0131 ise y-y\u2019a %40 artarak 3.44 mton olmu\u015f. \u00c7in\u2019in gaz \u00fcretimi ise 2016\u2019daki 137 bcm\u2019den 170 bcm\u2019e \u00e7\u0131kacak.<\/p>\n

New York Kamu Hizmetleri komisyonu<\/a>, Net metering yerine da\u011f\u0131t\u0131k \u00fcretimler i\u00e7in Value stack (de\u011fer katman\u0131 tazmini) y\u00f6ntemine ge\u00e7iyor. Bu katmanlar, saatl\u0131k enerji de\u011feri, kapasite de\u011feri, \u00e7evresek de\u011fer, talep d\u00fc\u015f\u00fcm\u00fc ve b\u00f6lgesel sistem rahatlama de\u011ferinden olu\u015fuyor.<\/p>\n

Anglo American 100 y\u0131ll\u0131k bir \u015firket. \u015eirketin hisselerinin %13\u2019\u00fcn\u00fc Anil Agarwal <\/a>2.4 milyar$\u2019a (Hinidstanl\u0131 maden zengini) almaya \u00e7al\u0131\u015f\u0131yor. Agarwal\u2019\u0131n Volcan ve Vedanta \u015firketleri de var. Vedanta\u2019da ise eski Anglo CEO\u2019su Cynthia Carroll \u00e7al\u0131\u015f\u0131yor.<\/p>\n

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

D\u00fcnyada LNG fiyatlar\u0131 (Argus<\/a>) – Asya fiyatlar\u0131 IEEJ ile \u00e7eli\u015fiyor.<\/p>\n

\"\"<\/p>\n

Suudi Arabistan\u2019\u0131n stoklar\u0131(JRJ_ALHAJRI<\/a>)<\/p>\n

\"\"<\/p>\n

K\u00fcresel petrol talebi genelde hep yukar\u0131 revize ediliyor (WSJ<\/a> $$)- en alttaki link<\/p>\n

\"\"<\/p>\n

Se\u00e7ilmi\u015f emtia fiyat ve endeksi 2016 ba\u015f\u0131ndan beri ne kadar artt\u0131 (WSJ<\/a>)<\/p>\n

\"\"<\/p>\n

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

T\u00fcrkiye ile Rusya petrol i\u00e7in m\u00fccadele ediyor (Milliyet \u2013 24 Ocak 1970 \u2013 sayfa 4)<\/p>\n

\"\"<\/p>\n

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

Bu hafta LNG ile ilgili okunmas\u0131 gereken tek dok\u00fcman Sohbet Karbuz\u2019un tavsiye etti\u011fi gibi IEEJ\u2019nin \u015eubat 2017 \u00f6zeti. Madencilikte ilgin\u00e7 geli\u015fmeler oluyor. Glencore tek ba\u015f\u0131na \u00fcretimi d\u00fc\u015f\u00fcrerek \u00e7inko fiyatlar\u0131n\u0131 %7 oynatm\u0131\u015f. Havadan CO2 yakalayarak seralara veren ilk ticari tesis. Cargil de petrol ticaret(trade)\u2019den \u00e7\u0131k\u0131yor, ama gaz ve elektrik aynen devam. \u201cNet Metering\u201d yerine ne gelir … Continue reading 17 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\/623"}],"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=623"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/623\/revisions"}],"predecessor-version":[{"id":629,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/623\/revisions\/629"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=623"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=623"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=623"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}