{"id":689,"date":"2017-04-04T13:47:18","date_gmt":"2017-04-04T13:47:18","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=689"},"modified":"2017-04-04T13:48:47","modified_gmt":"2017-04-04T13:48:47","slug":"5-nisan-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/04\/5-nisan-2017\/","title":{"rendered":"4 Nisan 2017"},"content":{"rendered":"

Meksika\u2019n\u0131n put opsiyonlar\u0131n\u0131 EPPEN yaz okulu slayt 95\u2019te<\/a> de\u011finmi\u015ftim. B\u00fcy\u00fck olayd\u0131 ve Bloomberg \u015fimdi hikayesini yazm\u0131\u015f. \u201cHacienda hedge\u201d deniyormu\u015f. Pierre Andurand\u2019\u0131n 70$ tahmini \u00e7ok payla\u015f\u0131ld\u0131, ge\u00e7ti\u011fimiz ay 130 milyon $ zarar etti\u011fi s\u00f6ylenmi\u015fti. \u0130flas eden k\u00f6m\u00fcrc\u00fc Peabody geri geldi. \u0130lk y\u00fczer LNG gemisinden kargo y\u00fcklendi. \u0130ngiltere’de \u00f6bekzincirinde ak\u0131ll\u0131 saya\u00e7 veri y\u00f6netimi \u015firketi.<\/p>\n

<\/a> Okuma \u00f6nerisi<\/b><\/span><\/p>\n

Meksika<\/a> h\u00fck\u00fcmetinin Asya tipi put opsiyonlar\u0131<\/p>\n

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

LNG gemi yak\u0131t\u0131<\/a> konusunda art\u0131\u015f bekleniyor. 24 Ocak itibari ile 99 LNG ile \u00e7al\u0131\u015fan gemi var. 93 sipari\u015f ve 70 \u201cLNGye haz\u0131r\u201d da yolda. Asya limanlar\u0131 da LNG yak\u0131t \u00e7al\u0131\u015fmalar\u0131n\u0131 h\u0131zland\u0131rd\u0131. Singaput 2017 ba\u015f\u0131nda gemilere LNG yak\u0131t\u0131 verebilecek. 2016\u2019da 0.5 mt\/y\u0131ldan 2025\u2019te 16 mt\/y\u2019a art\u0131\u015f \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

Karayiplerdeki<\/a> petrol stoklar\u0131 10 mv d\u00fc\u015ft\u00fc.<\/p>\n

\u201cPiyasan\u0131n de\u011fi\u015fmeye ba\u011flad\u0131\u011f\u0131 ilk yer denizlerdir\u201d, Fabio Kuhn Vortexa CEOsu<\/a>. 3 Nisan itibari ile \u00fcreticilerden rafineri ve depolamalara yolda olan petrol 759.6 mv. Denizdeki s\u00fcpertankerlerde de 52 mv depolan\u0131yor. Ocakta bu rakam 900 mv di.<\/p>\n

Tesla<\/a>, Ford\u2019un piyasa de\u011ferini ge\u00e7ti. 48.7 milyar $\u2019a kar\u015f\u0131n Ford 45.6 milyar $\u2019da kald\u0131. General Motors 51.2 milyar $\u2019da. En \u00f6nemli sebep Tesla ilk \u00e7evrek sat\u0131\u015flar\u0131n\u0131n %69 artmas\u0131 YdY. Tesla ayda 4000 satarken GM 256,000 ve Ford 234,000 ara\u00e7 satm\u0131\u015f. Dikkat etmek laz\u0131m.<\/p>\n

Batt\u0131 denilen Peabody<\/a>, ABD\u2019nin en b\u00fcy\u00fck k\u00f6m\u00fcr madencisi, bug\u00fcn tekrar NYSE\u2019de i\u015flem g\u00f6recek. En iyi d\u00f6neminde 24 milyar $ denen \u015firketin 3.97 milyar$ piyasa de\u011feri bekleniyor.<\/p>\n

Meksika<\/a> h\u00fck\u00fcmetinin Asya tipi put opsiyonlar\u0131(petrol fiyat\u0131 anla\u015fma fiyat\u0131 alt\u0131na d\u00fc\u015ferse koruma sa\u011fl\u0131yor) ile petrol \u00fcretimindeki koruma(hedge)\u2019ini anlatan yaz\u0131 okunmas\u0131 gereken tek yaz\u0131. \u201cHacienda\u201d(m\u00fclk) kod adl\u0131 koruma sistemi. Yaln\u0131z Ekvatorda benzer hedge 18 milyon $ zarar olmu\u015f.<\/p>\n

Emtia Karde\u015fli\u011fi<\/a>ni anlatan kitapta da ad\u0131 ge\u00e7en Pierre Andurand<\/a>, petrol fiyatlar\u0131n\u0131 bu y\u0131l 70$\u2019a do\u011fru \u00e7\u0131karken g\u00f6r\u00fcyor. Yaz sonuna do\u011fru piyasa backwardation\u2019a ge\u00e7ecek. Stoklar h\u0131zla a\u015fa\u011f\u0131 iniyor, sonunda fundamentallar kazanacak ve fiyatlar yukar\u0131 gidecek.<\/p>\n

D\u00fcnyan\u0131n ilk y\u00fczen LNG s\u0131v\u0131la\u015ft\u0131rma gemisi PFLNG Satu,<\/a> 1 Nisan\u2019da Kanowit gaz sahas\u0131ndan ilk kargosunu y\u00fckledi. Seri Camellia gemisine y\u00fcklenen kargo, G\u00fcney Do\u011fu Asya piyasas\u0131na gitti.<\/p>\n

Suudiler<\/a>, orta a\u011f\u0131r petrol offshore\u2019dan \u00e7\u0131kt\u0131\u011f\u0131ndan \u00f6nce orada kesintiye gidiyor. Bunun sonucunda a\u011f\u0131r ve hafif petrol yay\u0131l\u0131m\u0131 azalacak. A\u011f\u0131r petrol\u00fcn 700,000 v\/g k\u0131sm\u0131n\u0131 elektrik \u00fcretiminde kullan\u0131yorlar. 9 rafinerisi ile 2.9 mv\/g kapasitesi olan \u00fclkede, sadece 1mv\/g kapasite a\u011f\u0131r ve orta petrol ile \u00e7al\u0131\u015f\u0131yor<\/p>\n

Cheniere<\/a> CEO\u2019su Jack Fusco, bir gaz fazlas\u0131 yok, LNGmiz daima bir yer buluyor. Japonlar\u0131n kontrat de\u011fi\u015fikli\u011fi ile ilgili sorusuna, Cheniere kendi anla\u015fmalar\u0131nda nihai var\u0131\u015f noktas\u0131 maddelerinin olmad\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n

\u0130ngiltere\u2019de Npower\u2019\u0131n eski patronu Electron<\/a> ad\u0131nda \u00f6bekzinciri (blockchain) \u015firketine kat\u0131ld\u0131. Electron\u2019a g\u00f6re \u00f6bekzincirler, ak\u0131ll\u0131 saya\u00e7lardaki verilerin kayd\u0131 i\u00e7in kullan\u0131\u015fl\u0131 olabilir.<\/p>\n

Sovyet<\/a> d\u00f6nemi petrol ve gaz ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 yaz\u0131s\u0131n\u0131n son k\u0131sm\u0131: Bat\u0131 Sibiryadaki Samotlor olmasayd\u0131, ekonomik d\u00f6n\u00fc\u015f\u00fcm 10-15 sene \u00f6nce ba\u015flard\u0131. K\u0131saca ekonominin petrole ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 ve y\u00fcksek petrol \u00fcretimi bir \u00e7ok \u015feyin \u00fczerini \u00f6rtt\u00fc.<\/p>\n

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

\"\"<\/p>\n

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

Meksika\u2019n\u0131n put opsiyonlar\u0131n\u0131 EPPEN yaz okulu slayt 95\u2019te de\u011finmi\u015ftim. B\u00fcy\u00fck olayd\u0131 ve Bloomberg \u015fimdi hikayesini yazm\u0131\u015f. \u201cHacienda hedge\u201d deniyormu\u015f. Pierre Andurand\u2019\u0131n 70$ tahmini \u00e7ok payla\u015f\u0131ld\u0131, ge\u00e7ti\u011fimiz ay 130 milyon $ zarar etti\u011fi s\u00f6ylenmi\u015fti. \u0130flas eden k\u00f6m\u00fcrc\u00fc Peabody geri geldi. \u0130lk y\u00fczer LNG gemisinden kargo y\u00fcklendi. \u0130ngiltere’de \u00f6bekzincirinde ak\u0131ll\u0131 saya\u00e7 veri y\u00f6netimi \u015firketi. Okuma \u00f6nerisi Meksika … Continue reading 4 Nisan 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\/689"}],"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=689"}],"version-history":[{"count":2,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/689\/revisions"}],"predecessor-version":[{"id":692,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/689\/revisions\/692"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=689"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=689"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=689"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}