{"id":696,"date":"2017-04-05T20:12:24","date_gmt":"2017-04-05T20:12:24","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=696"},"modified":"2017-04-05T20:12:24","modified_gmt":"2017-04-05T20:12:24","slug":"5-nisan-2017-2","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/04\/5-nisan-2017-2\/","title":{"rendered":"5 Nisan 2017"},"content":{"rendered":"<p>Serkan\u2019\u0131n <a href=\"https:\/\/barissanli.com\/eak\/2017\/04\/05\/5-nisan-2017-serkan-sahin\/\">hafta ortas\u0131 yorumu<\/a> burada.IMO karar\u0131 ile fuel oil talebinde h\u0131zl\u0131 d\u00fc\u015f\u00fc\u015f olabilir. Dizel talebinde de b\u00fcy\u00fck AB ba\u015fkentlerinde yasaklama gelecek gibi. Dizel gemicili\u011fe kayar, hafif vas\u0131ta talebi de elektrik-hibrit-alternatif yak\u0131ta. IGU LNG raporu bug\u00fcn okunmas\u0131 gereken tek rapor. NREL maliyet raporunda izin maliyetleri bile var. Japonya piyasas\u0131 \u00e7ok ilgin\u00e7, en ge\u00e7 a\u00e7\u0131lan geli\u015fmi\u015f \u00fclke piyasas\u0131. Fazla LNG var elinde, tekrar satmalar\u0131 gerekebilir ama y\u00fcksek fiyatl\u0131. Bug\u00fcn \u00e7ok \u00e7ok iyi grafikler vard\u0131. Bir k\u0131sm\u0131 yar\u0131na<\/p>\n<p><span style=\"color: #323e4f;\"><b>Okuma \u00f6nerisi<\/b><\/span><\/p>\n<p><a href=\"http:\/\/www.igu.org\/sites\/default\/files\/103419-World_IGU_Report_no%20crops.pdf\">IGU LNG<\/a> raporunda,<\/p>\n<p><span style=\"color: #323e4f;\"><b>Haber<\/b><\/span><\/p>\n<p>ABD ulusal yenilenebilir enerji laboratuvar\u0131 NREL <a href=\"http:\/\/www.nrel.gov\/docs\/fy17osti\/67474.pdf\">raporu<\/a> ile b\u00fcy\u00fck ve k\u00fc\u00e7\u00fck pil ile ev tipi sistemlerin maliyeti var. Benim dikkatimi \u00e7eken inverter maliyetlerinin daha da fazla yer kaplamas\u0131 oldu. Grafiklerde \u00f6zet grafi\u011fi var..<\/p>\n<p>\u201c<a href=\"https:\/\/www.wsj.com\/articles\/why-the-u-s-needs-a-social-cost-of-carbon-1491418457?mod=e2twe\">Social cost of carbon<\/a>\u201d ge\u00e7en hafta Trump\u2019un devreden \u00e7\u0131kard\u0131\u011f\u0131 bir di\u011fer karard\u0131. 2010 y\u0131l\u0131nda Obama y\u00f6netimi, etki analizleri i\u00e7inde kullanmak \u00fczere hesap yapmaya ba\u015flad\u0131. 2015\u2019te 42$\/ton hesaplad\u0131. En \u00f6nemli ele\u015ftiri, bu rakam d\u00fcnyaya verilen zarar diye hesaplanm\u0131\u015f, ABD\u2019ye maliyeti 3$ olabilirmi\u015f.<\/p>\n<p>Bu ay <a href=\"http:\/\/blogs.platts.com\/2017\/04\/03\/lng-swap-trades-japan\/?utm_source=twitter&amp;utm_medium=social&amp;utm_term=natural-gas&amp;utm_content=article&amp;utm_campaign=gastech&amp;hootPostID=ad53b7d3646d5bb8b6dc81f2dfd0c8b8\">Japon<\/a> gaz perakende piyasas\u0131 da a\u00e7\u0131l\u0131yor. Platts\u2019a g\u00f6re Japonya \u00f6n\u00fcm\u00fczdeki y\u0131llarda ihtiyac\u0131ndan fazla LNG ba\u011flam\u0131\u015f. 2017\u2019de 7.8 milyon ton, 2019\u2019da 21.5 mton, ama bu reakt\u00f6rlerin \u00e7al\u0131\u015fmas\u0131na ba\u011fl\u0131. Elektrikte ise yeni tedarik\u00e7iler %3, b\u00fcy\u00fck t\u00fcketicilerin %10\u2019una sahip.<\/p>\n<p><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2017-04-04\/global-shipping-fleet-braces-for-chaos-of-60-billion-fuel-shock\">K\u00fcresel gemicilik end\u00fcstrisi<\/a> 2008-09 d\u00f6neminden ortalama %70 daha az kazan\u0131yor. 90,000 gemi d\u00fcnya ticaretinin %90\u0131n\u0131 yap\u0131yor. Danimarkal\u0131 Bimco\u2019dan \u201c2.5-4 mv\/g fuel oil talebinini ba\u015fka bir \u00fcr\u00fcne kayaca\u011f\u0131n\u0131 konu\u015fuyoruz\u201d. D\u00fc\u015f\u00fck k\u00fck\u00fcrt teknolojisi motor ba\u015f\u0131na 4 milyon $,<\/p>\n<p>Analistler <a href=\"http:\/\/uk.reuters.com\/article\/uk-global-oil-idUKKBN17706W\">ABD stoklar\u0131nda <\/a>435,000varil d\u00fc\u015f\u00fc\u015f beklerken 1.6 mv art\u0131\u015f g\u00f6r\u00fcnce petrol fiyatlar\u0131 zay\u0131flad\u0131. D\u00fcn API raporunda stoklar beklenenden daha fazla 1.8 mv d\u00fc\u015fm\u00fc\u015ft\u00fc. Bu da piyasa da bo\u011falar\u0131 canland\u0131rd\u0131, bug\u00fcn ise biraz bo\u011falar dizginlendi.<\/p>\n<p><a href=\"http:\/\/blog.clipperdata.com\/oil-waiting-in-us-gulf-rebounds\">ABD<\/a> k\u00f6rfezinde ge\u00e7en hafta denizde bekleyen petrol miktar\u0131 \u00e7ok h\u0131zl\u0131 d\u00fc\u015fm\u00fc\u015ft\u00fc, hafta sonu h\u0131zla artm\u015f<\/p>\n<p><a href=\"http:\/\/www.igu.org\/sites\/default\/files\/103419-World_IGU_Report_no%20crops.pdf\">IGU LNG<\/a> raporunda, 2016\u2019da ticaret 258 mton\u2019a ula\u015ft\u0131. \u00c7in talebi %35 artarak 27 mtpa\u2019ya geldi.<\/p>\n<p><span style=\"color: #323e4f;\"><b>Grafik<\/b><\/span><\/p>\n<p>Suudi Aramco\u2019nun k\u00fcresel rafinerileri <a href=\"https:\/\/twitter.com\/EnergzdEconomy\/status\/849366808318681089\">(Aramco, Platts<\/a>)<\/p>\n<p id=\"SfiWuxi\"><img loading=\"lazy\" decoding=\"async\" width=\"910\" height=\"496\" class=\"alignnone size-full wp-image-699 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/04\/img_58e54f84ed469.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/04\/img_58e54f84ed469.png 910w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/04\/img_58e54f84ed469-300x164.png 300w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/04\/img_58e54f84ed469-768x419.png 768w\" sizes=\"(max-width: 910px) 100vw, 910px\" \/><\/p>\n<p>ABD\u2019de Pil ve G\u00fcne\u015f sistemlerinde 2016 ilk \u00e7eyrekte ger\u00e7ekle\u015fen maliyet ve alt k\u0131r\u0131l\u0131m\u0131 (NREL)<\/p>\n<p id=\"tdXQenS\"><img loading=\"lazy\" decoding=\"async\" width=\"1363\" height=\"708\" class=\"alignnone size-full wp-image-698 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/04\/img_58e54f6e9b3de.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/04\/img_58e54f6e9b3de.png 1363w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/04\/img_58e54f6e9b3de-300x156.png 300w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/04\/img_58e54f6e9b3de-768x399.png 768w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/04\/img_58e54f6e9b3de-1024x532.png 1024w\" sizes=\"(max-width: 1363px) 100vw, 1363px\" \/><\/p>\n<p>\u0130klim de\u011fi\u015fikli\u011fi maliyetleri (<a href=\"https:\/\/www.wsj.com\/articles\/why-the-u-s-needs-a-social-cost-of-carbon-1491418457?mod=e2twe\">WSJ<\/a>)<\/p>\n<p id=\"plMQXzU\"><img loading=\"lazy\" decoding=\"async\" width=\"705\" height=\"411\" class=\"alignnone size-full wp-image-700 \" src=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/04\/img_58e54f99ef7f7.png\" alt=\"\" srcset=\"https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/04\/img_58e54f99ef7f7.png 705w, https:\/\/barissanli.com\/eak\/wp-content\/uploads\/2017\/04\/img_58e54f99ef7f7-300x175.png 300w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Serkan\u2019\u0131n hafta ortas\u0131 yorumu burada.IMO karar\u0131 ile fuel oil talebinde h\u0131zl\u0131 d\u00fc\u015f\u00fc\u015f olabilir. Dizel talebinde de b\u00fcy\u00fck AB ba\u015fkentlerinde yasaklama gelecek gibi. Dizel gemicili\u011fe kayar, hafif vas\u0131ta talebi de elektrik-hibrit-alternatif yak\u0131ta. IGU LNG raporu bug\u00fcn okunmas\u0131 gereken tek rapor. NREL maliyet raporunda izin maliyetleri bile var. Japonya piyasas\u0131 \u00e7ok ilgin\u00e7, en ge\u00e7 a\u00e7\u0131lan geli\u015fmi\u015f \u00fclke &hellip; <a href=\"https:\/\/barissanli.com\/eak\/2017\/04\/5-nisan-2017-2\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">5 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\/696"}],"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=696"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/696\/revisions"}],"predecessor-version":[{"id":701,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/696\/revisions\/701"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=696"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=696"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=696"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}