{"id":734,"date":"2017-04-11T17:58:02","date_gmt":"2017-04-11T17:58:02","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=734"},"modified":"2017-04-11T18:01:48","modified_gmt":"2017-04-11T18:01:48","slug":"11-nisan-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/04\/11-nisan-2017\/","title":{"rendered":"11 Nisan 2017"},"content":{"rendered":"

Timera Energy’nin Avrupa gaz-k\u00f6m\u00fcr yaz\u0131s\u0131 tek \u00f6nerim. Grafi\u011fini de \u00e7ok be\u011fendim. Oxford Energy\u2019nin Lng fiyatland\u0131rma yaz\u0131s\u0131 yap\u0131sal anlamda ufuk a\u00e7\u0131c\u0131, baz\u0131 grafikleri de \u00e7ok iyi.Kobalt deyip ge\u00e7memek laz\u0131m, lityum pil i\u00e7in \u00f6nemli. ABD\u2019de k\u00f6m\u00fcr talebi artacak gibi. Cezayir petrol sat\u0131\u015f\u0131 da Asya\u2019ya kayd\u0131. Suudilar gaz plan\u0131 a\u00e7\u0131klayacak. De\u011fi\u015fik offshore teknolojilerine yat\u0131r\u0131m art\u0131yor, Almanya\u2019da 50 MW ile en b\u00fcy\u00fck pil kuruluyor. BCG raporuna g\u00f6re yeni mobilite %6 ara\u00e7 tasarrufu getirecek, 2030\u2019da mesafelerin %25\u2019i otonomlarla. D\u00fcnki petrol fiyat hareketi yorumuma itiraz geldi. Benim bug\u00fcn ki sorum \u015fu, Avrupa gaz talebi hangi y\u0131l zirve yapacak \u2013 peak gas hangi y\u0131lda?<\/p>\n

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

Timera Energy\u2019nin Avrupa\u2019da<\/a> k\u00f6m\u00fcr fiyatlar\u0131 ve gaz fiyat-talep ili\u015fkisi yaz\u0131s\u0131<\/span><\/p>\n

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

Ocak\u2019tan beri LME\u2019de cobalt\u2019\u0131n<\/a> tonu 33,000$\u2019dan 55,000$\u2019a \u00e7\u0131kt\u0131. Ge\u00e7en sene 25,000$\u2019d\u0131. Lityum pillerde kullan\u0131lan kobalt\u2019ta istikrar sorunu ya\u015fayan Afrika \u00fclkeleri ba\u015f\u0131 \u00e7ekiyor. D\u00fcnya \u00fcretiminin yar\u0131s\u0131 DRCongo\u2019da. D\u00fcnya rezervlerinin de yar\u0131s\u0131 Congo\u2019da. Madencisi de Glencore ve \u00c7inliler.<\/p>\n

Oxford Energy\u2019nin<\/a> son raporu petrole dayal\u0131 LNG kontratlar\u0131n\u0131n sonuna<\/a> m\u0131 gelindi konusunda. Raporu sonuna kadar okuyabildim. Sat\u0131c\u0131lar asl\u0131nda daima bir portf\u00f6y stratejisi g\u00fcdecek gibi. Yani hem uzun hem k\u0131sa kontratlar olacak. JKM swaplarda da yazar gelecek g\u00f6r\u00fcyor.<\/p>\n

EIA<\/a>, ABD k\u00f6m\u00fcr \u00fcretiminde 2017\u2019de %4 art\u0131\u015f bekliyor. Bunun \u00fczerine %2\u2019de 2018\u2019de art\u0131\u015f bekliyor.<\/p>\n

BNEF\u2019e<\/a> g\u00f6re Almanya Avrupa\u2019n\u0131n en b\u00fcy\u00fck lityum ion pilini kuruyor: 50 MW. Mitsubishi ve Eneco, Almanya-Danimarka s\u0131n\u0131r\u0131nda, 107 milyon $\u2019a kuracak. VW\u2019de elektrikli arabalar i\u00e7in 500 milyon $ harcayacak. Norve\u00e7 ve \u0130ngiltere aras\u0131 655 km 1400 MW hat en ucuzu: 1.4 milyar euro<\/p>\n

E.ON\u2019da<\/a> Ampyx Power\u2019a havada as\u0131l\u0131 r\u00fczgar enerji teknolojisi konusunda yat\u0131r\u0131m s\u00f6z\u00fc verdi. U\u00e7urtma tipi t\u00fcrbinler offshore r\u00fczgar \u00fcretimini de\u011fi\u015ftirebilir.<\/p>\n

Cezayir\u2019in<\/a> de son d\u00f6nemdeki petrol ihracat\u0131 Asya\u2019ya rekor h\u0131zla artt\u0131. Hindistan \u0130ran\u2019dan ald\u0131\u011f\u0131 petrol\u00fc 60,000 v\/g azalt\u0131nca, \u0130ran\u2019da vade s\u00fcresini 90 g\u00fcnden 60\u2019a indirdi. Hindistan benzin talebi arka arkaya 3.ay d\u00fc\u015ft\u00fc. Hindistandaki banknot kural\u0131(uzunhikaye).<\/p>\n

Boston Consulting Group<\/a>\u2019a g\u00f6re ABD\u2019de 2030\u2019da 4.7 milyon otonom araba olacak. T\u00fcm yolculuklar\u0131n 4\u2019te 1 payla\u015f\u0131ml\u0131 otonom ara\u00e7larla. \u0130lgin\u00e7 nokta 5 milyon geleneksel araba 4.7 milyon otonom ara\u00e7 ile de\u011fi\u015fecek.<\/p>\n

Rus Novatek\u2019in<\/a> ilk \u00e7eyrek gaz \u00fcretimi %10 d\u00fc\u015fm\u00fc\u015f,ama sat\u0131\u015f\u0131 %5.5 artm\u0131\u015f. Depodan yemi\u015f herhalde<\/p>\n

Columbia Energy\u2019den 112 sayfa Geli\u015fmi\u015f N\u00fckleer teknolojileri k\u0131yaslama raporu<\/a>. \u00c7ak\u0131l yata\u011f\u0131 teknoloji k\u0131sm\u0131 ilgin\u00e7, maliyet b\u00fcy\u00fc\u011f\u00fcn %20si<\/p>\n

Rus Ural <\/a>petrol\u00fcn\u00fcn Karadeniz Novorossissk fiyat\u0131 90 cent s\u0131\u00e7rad\u0131. 8 tankerin 4\u2019\u00fc Hindistan\u2019a beklenmedik Asya talebi.<\/p>\n

Rosneft<\/a>, Houston\u2019l\u0131 petrol \u015firketi Citgo\u2019yu alabilir. Sebebi de Venezuella\u2019n\u0131n Rusya kredisini \u00f6deyemezse, \u015firket Rosneft\u2019e ge\u00e7ebilir. Senat\u00f6rler mektublar\u0131 yazm\u0131\u015f hemen<\/p>\n

Avrupa\u2019da<\/a> k\u00f6m\u00fcr fiyatlar\u0131n\u0131n 2016\u00c71\u2019den 2016\u00c74\u2019e art\u0131\u015f\u0131 gaz kullan\u0131m\u0131n\u0131 ve gaz fiyatlar\u0131n\u0131 y\u00fcksek tuttu. K\u00f6m\u00fcr 45$\u2019fan 60$\u2019a \u00e7\u0131k\u0131nca, 2016 fiyatlar\u0131 0.25$\/mmbtu artt\u0131. Elektrik sekt\u00f6r talebi de 2015\u2019e g\u00f6re 20 bcm\/y\u0131l y\u00fckseldi<\/p>\n

Suudiler<\/a> 1990 sonu 2000\u2019lerin ba\u015f\u0131nda \u201cgaz insiyatifi\u201d yapmak istemi\u015f ama \u00e7\u00f6km\u00fc\u015f. BP-Chevron gibi \u015firketler ile gaz rezervlerini geli\u015ftirmek istiyor. D\u00fcnyada 6.s\u0131rada. Aramco gelecek haftalarda gaz stratejisi a\u00e7\u0131klayacak.G\u00fcnl\u00fck \u00fcretimi iki kat\u0131na 700 mcm\/g\u00fcn\u2019e \u00e7\u0131karmak istiyor.<\/p>\n

Rus devleti Glencore<\/a> CEOsu Ivan Glasenberh\u2019e Dostluk ni\u015fan\u0131 verdi<\/p>\n

Elektrik hibritli jetler<\/a>. 2025\u2019e 700 mil menzil. Ben \u015fehrin g\u00f6be\u011finden dikey kalkan u\u00e7ak isterim, yak\u0131t \u00f6nemli de\u011fil.<\/p>\n

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

D\u00fcnyada LNG arz\u0131n\u0131n kontrat s\u00fcrelerine g\u00f6re da\u011f\u0131l\u0131m\u0131 (Oxford Energy<\/a>)<\/p>\n

\"\"<\/p>\n

LNG ithal eden \u00fclkeler (Oxford Energy<\/a>)<\/p>\n

\"\"<\/p>\n

2016\u2019da Avrupa\u2019da y\u00fcksek k\u00f6m\u00fcr fiyatlar\u0131 gaz fiyat\u0131 ve talebini y\u00fcksek tuttu (Timera-Energy<\/a>)<\/p>\n

\"\"<\/p>\n

 <\/p>\n

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

Timera Energy’nin Avrupa gaz-k\u00f6m\u00fcr yaz\u0131s\u0131 tek \u00f6nerim. Grafi\u011fini de \u00e7ok be\u011fendim. Oxford Energy\u2019nin Lng fiyatland\u0131rma yaz\u0131s\u0131 yap\u0131sal anlamda ufuk a\u00e7\u0131c\u0131, baz\u0131 grafikleri de \u00e7ok iyi.Kobalt deyip ge\u00e7memek laz\u0131m, lityum pil i\u00e7in \u00f6nemli. ABD\u2019de k\u00f6m\u00fcr talebi artacak gibi. Cezayir petrol sat\u0131\u015f\u0131 da Asya\u2019ya kayd\u0131. Suudilar gaz plan\u0131 a\u00e7\u0131klayacak. De\u011fi\u015fik offshore teknolojilerine yat\u0131r\u0131m art\u0131yor, Almanya\u2019da 50 MW … Continue reading 11 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\/734"}],"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=734"}],"version-history":[{"count":2,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/734\/revisions"}],"predecessor-version":[{"id":739,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/734\/revisions\/739"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=734"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=734"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=734"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}