{"id":672,"date":"2017-03-30T19:45:53","date_gmt":"2017-03-30T19:45:53","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=672"},"modified":"2017-03-30T19:45:53","modified_gmt":"2017-03-30T19:45:53","slug":"30-mart-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/03\/30-mart-2017\/","title":{"rendered":"30 Mart 2017"},"content":{"rendered":"<p class=\"western\">Dallas Fed\u2019in enerji anketinde istihdam g\u00fc\u00e7l\u00fc \u00e7\u0131kmam\u0131\u015f. ABD\u2019de elektrik utility-kamusallar\u0131ndaki sorunlar ger\u00e7ekten b\u00fcy\u00fck, bir yandan bat\u0131k maliyetleri kurtarmak, yeni teknolojilere yat\u0131r\u0131m vs. Renault Zoe asl\u0131nda T\u00fcrkiye i\u00e7inde mant\u0131kl\u0131. Askeri tesislerde mikro\u015febeke. LNG\u2019de Rusya d\u00fcnya lideri olur mu? Putin istiyor. Avrupada dizel ara\u00e7lara t\u00fcketiciler de mi mesafeli davran\u0131l\u0131yor, ben daha net emare g\u00f6rmedim. Petrol sekt\u00f6r\u00fc sa\u011fl\u0131kl\u0131 m\u0131, Jaffe\u2019e g\u00f6re Yaz tatil ba\u015flang\u0131c\u0131 ile anlar\u0131z diyor. Nisanda belli olur. Petrol talebi zirve yapsa ne olur? \u015eirketler bu korkuyu di\u011fer taraflarda (gaz-yenilenebilir) ile korumaya almaya \u00e7al\u0131\u015f\u0131yor. Petrol OPEC anlamas\u0131n\u0131n uzama ihtimali ile de\u011fer kazansa da, teknikciler k\u00f6t\u00fc haberde WTI 40-44$ g\u00f6r\u00fcr diyor. Ama art\u0131k ABD benzin talep rakamlar\u0131 sinyal verecek.<\/p>\n<p class=\"western\"><span style=\"color: #17365d;\"><span style=\"font-size: medium;\"><b>Bilgiler<\/b><\/span><\/span><\/p>\n<p class=\"western\"><a href=\"https:\/\/www.dailyfx.com\/forex\/technical\/home\/analysis\/usoil\/2017\/03\/30\/Oil-Tech-Analysis-Mar-30.html?DFXfeeds=forex:technical:home:analysis:usoil\">Petrol fiyatlar\u0131<\/a> \u00fcretim kesintilerinin devam edece\u011fi beklentisi ile y\u00fckseldi. Dolar\u0131n de\u011ferine ilintisi ise 30 Mart itibari ile -0.137 (anlams\u0131z). Teknik analiz zay\u0131fl\u0131k ortaya \u00e7\u0131karsa 40-44$ seviyesi diyor. Yukar\u0131 y\u00f6nl\u00fc WTI\u2019da 50.22 rahat ge\u00e7ilir ama 51.97 diren\u00e7<\/p>\n<p class=\"western\"><a href=\"http:\/\/www.expressnews.com\/business\/eagle-ford-energy\/article\/In-new-energy-survey-it-s-all-about-the-Permian-11036229.php?t=14967d0806e3582fc1&amp;cmpid=twitter-premium&amp;cmpid=twitter-premium&amp;cmpid=twitter-premium\">K\u00fcresel petrol ekonomisi <\/a>sa\u011fl\u0131kl\u0131 m\u0131, \u201cAnma g\u00fcn\u00fc(Memorial day)\u201d\u2019den 1 hafta sonra benzin talebinin ne kadar de\u011fi\u015fti\u011fi ile anlayaca\u011f\u0131z. Anma g\u00fcn\u00fc ABD\u2019de May\u0131s ay\u0131n\u0131n son Pazartesi. Yaz tatili ba\u015flay\u0131nca diyor ama asl\u0131nda Nisan-May\u0131s d\u00f6neminde ABD\u2019de s\u00fcr\u00fc\u015f sezonu ba\u015flar.<\/p>\n<p class=\"western\">VW skandal\u0131ndan sonra <a href=\"https:\/\/cleantechnica.com\/2017\/03\/30\/mercedes-audi-pushed-pulled-accelerate-electric-car-plans\/\">Avrupal\u0131lar<\/a> daha az dizel ara\u00e7 alma e\u011filimindeler.Bu da Mercedes\u2019i d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor. Elektrikli araba hedeflerini \u00f6ne \u00e7ekti.2025\u2019teki 10 model hedefini 2022\u2019ye ald\u0131. Audi\u2019de ise 43,000 i\u015f\u00e7iyi temsil eden sendika, Ingolstadt\u2019da da elektrikli araba yap\u0131lmas\u0131n\u0131 istedi. Ne sendikalar var!<\/p>\n<p class=\"western\"><a href=\"https:\/\/cleantechnica.com\/2017\/03\/29\/renault-zoe-leaves-competition-dust-europe-europe-february-electric-car-sales\/\">Renault Zoe<\/a>, muhtemelen 2017\u2019nin en mant\u0131kl\u0131 elektrikli arabas\u0131, Avrupa\u2019da BMW i3 ve Nissan Leaf toplam\u0131 kadar satm\u0131\u015f. \u015eubatta Avrupa da 16000 elektrikli ara\u00e7 kayd\u0131 var, ge\u00e7en sene ayn\u0131 aya g\u00f6re %20 art\u0131\u015f. Y\u0131l toplamlar\u0131nda %38 art\u0131\u015f<\/p>\n<p class=\"western\"><a href=\"https:\/\/www.ft.com\/content\/40dde512-3358-35f1-8cc3-afcc3d924631\">ConocoPhillips\u2019in<\/a> petrol kumlar\u0131 varl\u0131klar\u0131n\u0131 sataca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 sonucu hisseleri %7.4 de\u011fer kazand\u0131. UBS\u2019e g\u00f6re bu varl\u0131k \u201cd\u00fc\u015f\u00fck b\u00fcy\u00fcme, d\u00fc\u015f\u00fck marjl\u0131 varl\u0131k\u201d.<\/p>\n<p class=\"western\"><a href=\"https:\/\/www.dallasfed.org\/research\/surveys\/des\/2017\/1701.aspx#tab-forecastcharts\">Dallas Fed <\/a>enerji anketi d\u00fcn yay\u0131nland\u0131. \u0130\u015f aktivitesinde ankete kat\u0131lanlar\u0131n %50sinde art\u0131\u015f (bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re), %14\u2019\u00fcnde azalma olmu\u015f. %48.7\u2019si \u015firketlerinin durumunda iyile\u015fme, %40.8\u2019i ise her hangi bir de\u011fi\u015fiklik olmad\u0131\u011f\u0131n\u0131 s\u00f6ylemi\u015f. Ama istihdamda art\u0131\u015f zay\u0131f kalm\u0131\u015f.<\/p>\n<p class=\"western\"><a href=\"https:\/\/twitter.com\/BrynneKKelly\/status\/847524727086354432\">California\u2019da<\/a> saya\u00e7 gerisi g\u00fcne\u015f kapasitesi 5 GW ve da\u011f\u0131t\u0131m boyutundaki de 10 GW. California ISO \u015febeke kararl\u0131l\u0131\u011f\u0131 i\u00e7in artan oranda g\u00fcne\u015f \u00fcretiminde k\u0131s\u0131nt\u0131ya gidecek.<\/p>\n<p class=\"western\"><a href=\"http:\/\/www.nrel.gov\/tech_deployment\/ss-miramar.html\">ABD\u2019de<\/a> 2011\u2019de de San Diego\u2019daki elektrik kesintisinden 8 saat elektrik verilemeyen MCAS Miramar deniz \u00fcss\u00fcne hibe verilerek Micro \u015febeke projesi yap\u0131lm\u0131\u015f. Raytheon ve Miramar da i\u015f ortaklar\u0131<\/p>\n<p class=\"western\"><a href=\"http:\/\/energyfuse.org\/peak-demand-not-crash-oil-industry\/\">Petrol talebinin<\/a> tepe yapaca\u011f\u0131 tart\u0131\u015f\u0131lsa da, petrol i\u015findeki \u015firketler kendilerini korumak i\u00e7in ba\u015fka sekt\u00f6rlere yat\u0131r\u0131m yap\u0131yor. Avrupal\u0131lar daha agresif. Statoil 2030\u2019da t\u00fcm yat\u0131r\u0131m\u0131n\u0131n %15-20sini yenilenebilire yap\u0131yor. Shell gaza yo\u011fun yat\u0131r\u0131m yap\u0131yor. Exxon \u201cuzun d\u00f6nemli gaz oyunu\u201d ve k\u0131sa d\u00f6nemli \u015feyl birlikte oynuyor. Petrol devletler?<\/p>\n<p class=\"western\"><a href=\"http:\/\/www.dailymail.co.uk\/wires\/reuters\/article-4361496\/Russia-plans-produce-70-mln-tonnes-LNG-year-Arctic.html\">Novatek ve Gazprom <\/a>ortak olarak Arktikten gaz \u00fcretebilir. Yamal LNG 16.5 milyon ton LNG \u00fcretmeyi planl\u0131yor, Arctic LNG 2 tesisinin ilk katar\u0131 ise 2022-2023 gibi bitecek, benzer kapasite de. Rusya 70 milyon ton LNG \u00fcretir demi\u015f, Novatek\u2019ten Leonid Mikhelson<\/p>\n<p class=\"western\"><a href=\"http:\/\/www.worldoil.com\/news\/2017\/3\/30\/wood-mackenzie-some-deepwater-projects-closing-cost-gap-with-tight-oil-plays?platform=hootsuite\">WoodMackenzie\u2019ye<\/a> g\u00f6re baz\u0131 derin deniz projeleri ABD\u2019deki s\u0131k\u0131 petrol maliyetlerine yakla\u015f\u0131yor. 2014\u2019ten beri derin deniz projeleri maliyetleri %20 d\u00fc\u015ft\u00fc.5 milyar varil derin deniz rezervi 50$ alt\u0131nda mant\u0131kl\u0131, s\u0131k\u0131 petrolde ise ayn\u0131 fiyat seviyesinde 15 milyar varil rezerv var.<\/p>\n<p class=\"western\">ABD\u2019deki <a href=\"https:\/\/s3.amazonaws.com\/dive_assets\/rlpsys\/SEU_2017.pdf\">elektrik \u015firketlerinin <\/a>durumu anketinde en b\u00fcy\u00fck sorun %49 ile yat\u0131r\u0131m maliyetlerinin geri d\u00f6n\u00fc\u015f\u00fcn\u00fc almak, %43 yeni teknolojik yat\u0131r\u0131mlar\u0131 ispatlamak, %41 da\u011f\u0131t\u0131k kaynak b\u00fcy\u00fcmesini y\u00f6netmek, %35 ise verimlilik ve negatif talep art\u0131\u015f\u0131ndan dolay\u0131 gelir kay\u0131plar\u0131n\u0131 kurtarmak.<\/p>\n<p class=\"western\"><a href=\"http:\/\/www.reuters.com\/article\/novatek-lng-putin-idUSR4N1G703M\">Putin<\/a> Novatek ve Total CEO\u2019lar\u0131na \u201cRusya d\u00fcnyan\u0131n en b\u00fcy\u00fck LNG \u00fcreticisi olabilir ve olacakt\u0131r\u201d dedi.<\/p>\n<p class=\"western\"><span style=\"color: #17365d;\"><span style=\"font-size: medium;\"><b>Grafik<\/b><\/span><\/span><\/p>\n<p class=\"western\">Petrolc\u00fclere g\u00f6re 2017 sonu petrol fiyat\u0131 ka\u00e7 olur (<a href=\"https:\/\/www.dallasfed.org\/research\/surveys\/des\/2017\/1701.aspx#tab-forecastcharts\">Dallas Fed)<\/a><\/p>\n<p id=\"Oklfnjy\"><img loading=\"lazy\" decoding=\"async\" width=\"696\" height=\"391\" class=\"alignnone size-full wp-image-674 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/03\/img_58dd6060299dc.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/03\/img_58dd6060299dc.png 696w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/03\/img_58dd6060299dc-300x169.png 300w\" sizes=\"(max-width: 696px) 100vw, 696px\" \/><\/p>\n<p class=\"western\">Derin deniz ve ABD s\u0131k\u0131 petrol maliyetleri (<a href=\"http:\/\/www.worldoil.com\/news\/2017\/3\/30\/wood-mackenzie-some-deepwater-projects-closing-cost-gap-with-tight-oil-plays?platform=hootsuite\">WoodMackenzie<\/a>)<\/p>\n<p id=\"mACEnDu\"><img loading=\"lazy\" decoding=\"async\" width=\"783\" height=\"423\" class=\"alignnone size-full wp-image-673 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/03\/img_58dd60553b920.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/03\/img_58dd60553b920.png 783w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/03\/img_58dd60553b920-300x162.png 300w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/03\/img_58dd60553b920-768x415.png 768w\" sizes=\"(max-width: 783px) 100vw, 783px\" \/><\/p>\n<p class=\"western\">\n<p class=\"western\">\n","protected":false},"excerpt":{"rendered":"<p>Dallas Fed\u2019in enerji anketinde istihdam g\u00fc\u00e7l\u00fc \u00e7\u0131kmam\u0131\u015f. ABD\u2019de elektrik utility-kamusallar\u0131ndaki sorunlar ger\u00e7ekten b\u00fcy\u00fck, bir yandan bat\u0131k maliyetleri kurtarmak, yeni teknolojilere yat\u0131r\u0131m vs. Renault Zoe asl\u0131nda T\u00fcrkiye i\u00e7inde mant\u0131kl\u0131. Askeri tesislerde mikro\u015febeke. LNG\u2019de Rusya d\u00fcnya lideri olur mu? Putin istiyor. Avrupada dizel ara\u00e7lara t\u00fcketiciler de mi mesafeli davran\u0131l\u0131yor, ben daha net emare g\u00f6rmedim. Petrol sekt\u00f6r\u00fc sa\u011fl\u0131kl\u0131 &hellip; <a href=\"https:\/\/barissanli.com\/eak\/2017\/03\/30-mart-2017\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">30 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\/672"}],"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=672"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/672\/revisions"}],"predecessor-version":[{"id":675,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/672\/revisions\/675"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=672"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=672"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=672"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}