{"id":759,"date":"2017-04-17T19:54:41","date_gmt":"2017-04-17T19:54:41","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=759"},"modified":"2017-04-17T19:56:45","modified_gmt":"2017-04-17T19:56:45","slug":"17-nisan-2017","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2017\/04\/17-nisan-2017\/","title":{"rendered":"17 Nisan 2017"},"content":{"rendered":"

Serkan \u015eahin\u2019in hafta ba\u015f\u0131 petrol yorumu burada<\/a>. Konu petrol stoklar\u0131na bak\u0131\u015f. Bug\u00fcn kendimce temam, veriler. Mesela ABD\u2019de \u00e7elik endeksi US HRC ile Dated Brent ili\u015fkisi. \u00c7in b\u00fcy\u00fcmesi ve petrol talebi esnekli\u011fi, \u00c7elik \u00fcretim art\u0131\u015f\u0131. FT-Brookings TIGER indeksi bence \u00f6nemli, erken b\u00fcy\u00fcme g\u00f6stergesi .Permian ve di\u011fer havzalarda hedge\/koruma oranlar\u0131. Sonunda tahmin yapmak etkili g\u00f6stergeleri harmanlayarak bir sentez yapma s\u00fcreci. Adam Siemenski\u2019nin a\u00e7\u0131klamalar\u0131 tecr\u00fcbe dolu, \u00f6nemli olan kabullerin de\u011fi\u015fiminin sonucu ne kadar etkiledi\u011fi. Senaryolar aras\u0131 delta(fark). Tarih k\u0131sm\u0131nda \u201cD\u00fcnya petrolden kurtulmaya \u00e7al\u0131\u015f\u0131yor\u201d<\/p>\n

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

Trader\u2019lara<\/a> g\u00f6re bu d\u00f6nemde jeopolitik riskler \u00f6nemli olacak.<\/p>\n

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

FT-Brookings TIGER<\/a> endeksi, d\u00fcnyadaki b\u00fcy\u00fcmeyi tahmin etmeye \u00e7al\u0131\u015fan endekslerden biri. Son sonu\u00e7lara g\u00f6re k\u00fcresel d\u00fczelme ger\u00e7ek, h\u0131zl\u0131 b\u00fcy\u00fcyen geli\u015fmekte olan piyasalar art\u0131k durgun sularda. Endekste T\u00fcrkiye\u2019de var. Hem \u00c7in, hem Hindistan h\u0131zl\u0131 bir a\u00e7\u0131l\u0131mda. AB\u2019de<\/a> de bir d\u00fczelme var.<\/p>\n

10 y\u0131ll\u0131k ABD s\u0131cak \u00e7ekilmi\u015f \u00e7elik rulo US HRC <\/a>ile Platts teslim g\u00fcn\u00fc belli Brent \u2013 Dated Brent aras\u0131ndaki korelasyon 0.64. Nedeni HRC\u2019nin petrol sisteminde boru ve t\u00fcp i\u015flemlerind kullan\u0131lmas\u0131. Son zamanlarda petrol fiyat\u0131n\u0131n \u00f6nc\u00fc g\u00f6stergesi \u00e7elik olmaya ba\u015flam\u0131\u015f. Fakat ba\u011flant\u0131 birini di\u011feri yerine kullanmak i\u00e7in \u00e7ok zay\u0131f denmi\u015f.<\/p>\n

\u00c7in<\/a> ilk \u00e7eyrekte hedefi %6.5\u2019in \u00fczerinde %6.9 b\u00fcy\u00fcd\u00fc. Petrol talebi %5.3 artt\u0131. Petrol \u00fcretimi de %6.8 d\u00fc\u015ft\u00fc.<\/p>\n

Eski EIA ba\u015fkan\u0131 Adam Sieminski\u2019<\/a>nin petrol yorumu:\u201c2020\u2019li y\u0131llar zor olacak… D\u00fczensizlik 10 y\u0131l\u0131 olacak, yeterli kapital yat\u0131r\u0131m yok, \u015feylin ise beklenen her\u015feyi yapabilece\u011finden emin de\u011filim<\/p>\n

Molek\u00fcler g\u00fcne\u015f termal sistemi<\/a>: G\u00fcne\u015f enerjisini molek\u00fclde depolayarak, ta\u015f\u0131ma, laz\u0131m oldu\u011funda kullanmaya dayan\u0131yor. Verimi %0.01\u2019den %1\u2019lere ula\u015fm\u0131\u015f. Anlamas\u0131 zor ama elektrik olsa s\u00fcper fikir<\/p>\n

Almanya\u2019da<\/a> r\u00fczgar rekoru 38.5 GW, hidro %50 daha g\u00fc\u00e7l\u00fc. N\u00fckleer de son d\u00f6nemin en d\u00fc\u015f\u00fc\u011f\u00fcnde. Neckarwestheim II, en gen\u00e7 reakt\u00f6r de yak\u0131t \u00e7ubuklar\u0131 bu hafta de\u011fi\u015fecek ama 2022\u2019de kapat\u0131laca\u011f\u0131ndan yak\u0131t \u00e7ubuklar\u0131 incelenecek, sadece gerekliler de\u011fi\u015fecek. 2016\u2019da da bir reakt\u00f6re malware<\/a> bula\u015fm\u0131\u015ft\u0131.<\/p>\n

T\u00fcm kamyon<\/a> t\u00fcrlerinde otonomluk %18 yak\u0131t verimlili\u011fi olacak. 2050\u2019de hafif ta\u015f\u0131tlarda %44 verimlilik \u00f6ng\u00f6r\u00fcl\u00fcyor. Rapor burada<\/a>. Forbes\u2019te Siemenski\u2019nin \u201c2050-2040\u2019a do\u011fru tahmin nas\u0131l olabilir ki? …. Hedef senaryolar aras\u0131 delta, yani kabullerdeki de\u011fi\u015fikli\u011fin sonu\u00e7lara etkisi \u00f6nemli\u201d<\/p>\n

Trader\u2019lara<\/a> g\u00f6re bu d\u00f6nemde jeopolitik riskler \u00f6nemli olacak. K\u0131rm\u0131z\u0131-sar\u0131 kesintiler. Bug\u00fcn ki eniyi grafik<\/a><\/p>\n

Permian\u2019da<\/a> daha d\u00fc\u015f\u00fck fiyatlara daha y\u00fcksek bir \u00fcretim korumaya al\u0131nm\u0131\u015f(hedge). Ard\u0131ndan Bakken, sonra Eagle Ford. Bu grafik<\/a> de \u00e7ok iyi<\/p>\n

\u00c7in\u2019de ham \u00e7elik<\/a> \u00fcretimi Mart\u2019ta bir sene \u00f6ncesine g\u00f6re %1.8 artarak 72 mton\u2019a ula\u015ft\u0131. Daha \u00f6nceki Haziran rekorunu k\u0131rd\u0131. \u0130lk 3 ay toplam\u0131nda da %4.6 artm\u0131\u015f<\/p>\n

2017 ilk \u00e7eyrekte, \u00f6zel fonlar enerji yat\u0131r\u0131mlar\u0131na 19.8 milyar $<\/a> harcam\u0131\u015f (ABD).<\/p>\n

Suudiler<\/a> %25\u2019in alt\u0131nda ilerlemesi olan projeleri durduracak. Faithful+Gould bu sene 13.3 milyar $ h\u00fck\u00fcmet projesi riskte demi\u015f.<\/p>\n

Irak\u2019ta Basra\u2019daki<\/a> petrol jettysi tamir edildi. Terminalin y\u00fckleme kapasitesi: 1.8 mv\/g<\/p>\n

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

US HRC (\u00e7elik) ile Petrol fiyat (Dated Brent) hareketleri (Platts<\/a>)<\/span><\/p>\n

\"\"<\/p>\n

Almanya\u2019da N\u00fckleer santral kapatma takvimi (CleanTechnica<\/a>)<\/span><\/p>\n

\"\"<\/p>\n

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

3 Haziran 1979 \u2013 Sayfa 20 \u2013 Milliyet \u2013 D\u00fcnya petrolden kurtulmaya \u00e7al\u0131\u015f\u0131yor<\/p>\n

\"\"<\/p>\n

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

Serkan \u015eahin\u2019in hafta ba\u015f\u0131 petrol yorumu burada. Konu petrol stoklar\u0131na bak\u0131\u015f. Bug\u00fcn kendimce temam, veriler. Mesela ABD\u2019de \u00e7elik endeksi US HRC ile Dated Brent ili\u015fkisi. \u00c7in b\u00fcy\u00fcmesi ve petrol talebi esnekli\u011fi, \u00c7elik \u00fcretim art\u0131\u015f\u0131. FT-Brookings TIGER indeksi bence \u00f6nemli, erken b\u00fcy\u00fcme g\u00f6stergesi .Permian ve di\u011fer havzalarda hedge\/koruma oranlar\u0131. Sonunda tahmin yapmak etkili g\u00f6stergeleri harmanlayarak bir … Continue reading 17 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\/759"}],"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=759"}],"version-history":[{"count":3,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/759\/revisions"}],"predecessor-version":[{"id":765,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/759\/revisions\/765"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=759"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=759"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=759"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}