{"id":641,"date":"2017-03-22T20:06:17","date_gmt":"2017-03-22T20:06:17","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=641"},"modified":"2017-03-22T20:06:17","modified_gmt":"2017-03-22T20:06:17","slug":"22-mart-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/03\/22-mart-2017\/","title":{"rendered":"22 Mart 2017"},"content":{"rendered":"

Serkan \u015eahin EIA petrol stok rakamlar\u0131n\u0131 de\u011ferlendiriyor. \u0130nce bir t\u00fcyo da veriyor, petrollerin cinslerinin takibinin de \u00f6nemi. OPEC\u2019e ili\u015fkin RBC\u2019nin bu yay\u0131n\u0131 <\/a>g\u00fczel ve k\u0131sa. K\u00fcresel kablosuz g\u00fc\u00e7 piyasas\u0131 2022\u2019ye %23 b\u00fcy\u00fcr denmi\u015f. Petrol fiyatlar\u0131 bug\u00fcn gene d\u00fc\u015f\u00fc\u015fteydi, ama bankalar \u015f\u00f6yle bir pozisyonda, 2017 ikinci yar\u0131da talep gelmeye ba\u015flay\u0131nca \u2013 Serkan\u2019\u0131n da analizinde var, sanki geliyor- fiyat zay\u0131flamas\u0131 s\u0131n\u0131rl\u0131 kal\u0131r. Ortado\u011fu\u2019nun LNG talebi de h\u0131zla art\u0131yor. Londra\u2019da elektrikli taksi \u00fcretimi ba\u015fl\u0131yor-2019. Hastanelerde Microgrid projeleri. K\u00f6m\u00fcr projelerinde h\u0131zla d\u00fc\u015f\u00fc\u015f var.<\/p>\n

Analiz \u2013 Serkan \u015eahin<\/b><\/span><\/span><\/p>\n

“ABD’de stratejik rezervlerden satis devam ediyor. Stratejik rezervler Haziran 2015’den beri en dusuk seviyesinde, 693.38 milyon varilde. Bu ayrica 2014-2015 doneminde gordugumuz 690 milyon varillik reserve donus sinyali gibi. Ancak Cushing stoklari tarihi zirveye cok yakin. 15 Mayis 2016 haftasinda gordugu 68.27 milyon varillik zirveden sonraki en yuksek ikinci seviyesinde. PADD 3 stoklari da hala cok yuksek ancak bence momentumunda dusus baslamis. Mevsimsel talep bunu guclendirir. Uretim daha cok kondensat ile beslendigi icin depodaki petrolun daha da inceldigini tahmin ediyorum. ABD rafinerilerinin artan gasoline ve dizel uretimine paralel gibi gorunse de yield kalitesi icin hala agir petrol karisimina ihtiyac duyacaklardir ve depodaki petrol ne kadar incelirse bu talep o kadar artar ki bu da ya Kanada petrolunde maliyet ya da Venezuela petrolunde fiyat artisi olarak geri doner.”<\/p>\n

Buradaki gorusler tamamen yazarin kendi gorusleri olup Thomson Reuters ve bagli kuruluslari kesinlikle baglamaz ve goruslerini yansitmaz.”<\/p>\n

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

Paral\u0131 bir rapor ama \u00f6zeti de ilgin\u00e7. K\u00fcresel kablosuz g\u00fc\u00e7 iletim <\/a>piyasas\u0131 2022\u2019de 11.27 milyar $\u2019a ula\u015fabilir. CAGR-toplam b\u00fcy\u00fcmesi %23.15. En \u00e7ok Avrupa da b\u00fcy\u00fcme var. \u0130ki teknoloji incelenmi\u015f, End\u00fcktif ve Manyetik Rezonans iki teknoloji. En \u00e7ok Manyetik Rezons b\u00fcy\u00fcyecek. Wireless Power Consortium\u2019u takip<\/p>\n

ABD\u2019nin<\/a> OPEC\u2019ten al\u0131m\u0131 Ocak\u2019a g\u00f6re %13 d\u00fc\u015ft\u00fc. Fakat Ocak son 3.5 y\u0131l\u0131n en y\u00fckse\u011fiydi. EIA stoklar\u0131 532 milyon varile y\u00fckseldi. Toplamda bu sene ba\u015f\u0131ndan beri stoklar 54 mv y\u00fckseldi. Venezuella da ise, ClipperData\u2019ya g\u00f6re ABD\u2019den hafif petrol al\u0131mlar\u0131 durursa, paran\u0131n bitti\u011finin resmidir.<\/p>\n

Goldman<\/a> Sachs\u2019daki emtia analistleri \u00f6n\u00fcm\u00fczdeki iki y\u0131l arz fazlas\u0131 g\u00f6r\u00fcyor. \u201cUzun gecikmeli projeler ve k\u0131sa d\u00f6nem canlanmalar \u2013 ABD \u015feyli ile- 2018-2019\u2019da materyal bir arz fazlas\u0131 sebebi. OPEC kararl\u0131l\u0131\u011f\u0131n yarar\u0131 ve uzun d\u00f6nemli kay\u0131plar aras\u0131nda bir denge arayacak.\u201d<\/p>\n

Londra Taxi<\/a> \u015firketi 300 milyon pound\u2019a elektrikli siyah -geleneksel- taksi fabrikas\u0131 a\u00e7acak. \u015eirketi \u00c7inli Zhejiang Geely alm\u0131\u015ft\u0131. 2019\u2019da 5000 taksi \u00fcretimi planl\u0131yor.<\/p>\n

New Jersey\u2019de 4 hastane (1i finansman\u0131 kapatt\u0131) microgrid<\/a> yap\u0131ya ge\u00e7iyor. Adalanabilen CHP (birle\u015fik \u0131s\u0131- g\u00fc\u00e7) sistemleri kuracaklar. Bir hastane 7.4 milyon $ proje i\u00e7in, 4.4 hibe, 3 d\u00fc\u015f\u00fck faiz kredi, kamusal elektrik \u015firketi PSE&G\u2019de 1 milyon $ verimlilik deste\u011fi veriyor. 2MW\u2019l\u0131k CHP kuracak hepsi, selden dolay\u0131 en alt katta olmayacak<\/p>\n

Exxon\u2019a<\/a> iklim de\u011fi\u015fikli\u011fi sebebiyle dava a\u00e7an gen\u00e7ler, Exxon \u00fcst y\u00f6neticilerinin ba\u015fka isimli emailler kulland\u0131\u011f\u0131n\u0131 da ortaya \u00e7\u0131karm\u0131\u015f. Bu alias emailler ile h\u00fck\u00fcmet ile maille\u015ftikleri, hatta Rex Tillerson\u2019un wayne.tracker emailini kulland\u0131\u011f\u0131 iddias\u0131 bas\u0131na s\u0131zm\u0131\u015f. Exxon karbon vergisinden yana, \u00e7\u00fcnk\u00fc bu tip davalar\u0131n gelece\u011finden endi\u015feli<\/p>\n

Ocak 2017\u2019den \u00f6nce 1090 GW planlanan k\u00f6m\u00fcr<\/a> kapasitesi, Ocak 2017 sonras\u0131 570 GW\u2019a d\u00fc\u015fm\u00fc\u015f. \u00c7in 100 yeni k\u00f6m\u00fcr santral projesini durdurmu\u015ftu. \u0130n\u015faata ba\u015flayan yeni kapasite 2016\u2019da y\u0131ldan y\u0131la %62 d\u00fc\u015ft\u00fc. Avrupa ve ABD\u2019de 64 GW k\u00f6m\u00fcr kapasitesi emekliye ayr\u0131ld\u0131.<\/p>\n

A\u00e7\u0131k Makale: Avrupa Kuzey denizi a\u00e7\u0131k deniz \u015febeke i\u00e7in iletim geni\u015flemesi <\/a>simulasyonuna g\u00f6re b\u00f6lgede HVDC inovasyonu \u00e7ok \u00f6nemli ve \u00f6nden al\u0131nan kararlar sonraki yararlar\u0131 s\u0131n\u0131rl\u0131yor \u201cpath dependence\u201d<\/p>\n

Uganda<\/a> 10.3 milyar $ d\u0131\u015f borcu var, IMF d\u0131\u015f kredi \u201cunworkable\u201d-zor diyor. Ama petrol zengini b\u00f6lgelerine 600 km yol yapmak i\u00e7in \u00c7inden 500 milyon $ bor\u00e7 istiyor. Uganda 2020\u2019de petrol \u00fcretimi hedeflyor.<\/p>\n

Ortado\u011fuda da \u00e7ok LNG talebi var ve gelmeye devam ediyor. Platts\u2019a<\/a> g\u00f6re, LNG ithalat\u0131nda Ortado\u011funun k\u00fcresel pay\u0131 2014\u2019te %2\u2019den 2016\u2019da %8\u2019e \u00e7\u0131km\u0131\u015f. M\u0131s\u0131r\u2019da LNG\u2019nin ithalattaki pay\u0131 %35. B\u00f6lgeye gelen LNG\u2019nin 3\u2019te 1. Kuveyt, \u00dcrd\u00fcn, Pakistan, BAE de listede.<\/p>\n

World Economic Forum K\u00fcresel Enerji Mimarisi raporu<\/a> yay\u0131nland\u0131. D\u00fcnya Bankas\u0131\u2019n\u0131n yeni a\u00e7t\u0131\u011f\u0131 Energy Data\u2019<\/a>s\u0131nda da g\u00fczel Afrika verileri var.<\/p>\n

Grafik
\n<\/b><\/span><\/span>D\u00fcnyada k\u00f6m\u00fcr projelerinin geli\u015fimi (Guardian)<\/a><\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

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

Serkan \u015eahin EIA petrol stok rakamlar\u0131n\u0131 de\u011ferlendiriyor. \u0130nce bir t\u00fcyo da veriyor, petrollerin cinslerinin takibinin de \u00f6nemi. OPEC\u2019e ili\u015fkin RBC\u2019nin bu yay\u0131n\u0131 g\u00fczel ve k\u0131sa. K\u00fcresel kablosuz g\u00fc\u00e7 piyasas\u0131 2022\u2019ye %23 b\u00fcy\u00fcr denmi\u015f. Petrol fiyatlar\u0131 bug\u00fcn gene d\u00fc\u015f\u00fc\u015fteydi, ama bankalar \u015f\u00f6yle bir pozisyonda, 2017 ikinci yar\u0131da talep gelmeye ba\u015flay\u0131nca \u2013 Serkan\u2019\u0131n da analizinde var, sanki … Continue reading 22 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\/641"}],"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=641"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/641\/revisions"}],"predecessor-version":[{"id":644,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/641\/revisions\/644"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=641"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=641"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=641"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}