{"id":97,"date":"2016-10-07T15:30:38","date_gmt":"2016-10-07T15:30:38","guid":{"rendered":"http:\/\/barissanli.com\/eak\/?p=97"},"modified":"2016-10-07T15:30:38","modified_gmt":"2016-10-07T15:30:38","slug":"7-ekim-2016","status":"publish","type":"post","link":"https:\/\/barissanli.com\/eak\/2016\/10\/7-ekim-2016\/","title":{"rendered":"7 Ekim 2016"},"content":{"rendered":"

Word: https:\/\/drive.google.com\/open?id=0B3RIv3pMNaTdNV9ad1hSM1FscVk<\/a><\/p>\n

ABD tipi ham petrol 28 Eyl\u00fcl\u2019den beri %13 artm\u0131\u015f. GM\u2019in a\u00e7\u0131klamas\u0131 otomotivde 1 de\u011fil 4 temel de\u011fi\u015fikli\u011fin oldu\u011funu hat\u0131rlat\u0131yor. Rosneft t\u00fcm Rus petrol sekt\u00f6r\u00fcn\u00fcn konsolidesi oluyor. 3D printerla bas\u0131labilen elektrikli ara\u00e7, s\u00fcper fikir. Madrid Forum sunumlar\u0131 \u00e7ok ilgin\u00e7, IEA sunumu karamsar, ya zorla k\u00f6m\u00fcr n\u00fc kleer kapat\u0131lacak ya da gaz\u0131n b\u00fcy\u00fcmesi riskli. Oxford Energy\u2019nin LNG hakk\u0131nda forumunun yar\u0131s\u0131 \u00f6zetlendi, a\u015fa\u011f\u0131da. Sadece OPEC de\u011fil Norve\u00e7\u2019te \u00fcretimini artt\u0131r\u0131yor. Sadece OPEC de\u011fil ABD eyaletlerinin bir k\u0131sm\u0131 da ekonomisini \u00e7e\u015fitlendirmeli diyor Brookings.<\/p>\n

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

Enerji depolama pazar\u0131<\/a><\/u><\/span> ABD\u2019de 2014\u2019teki 57 milyon$\u2019dan bug\u00fcn 734 milyon $\u2019a gelmi\u015f durumda. California\u2019da 4 eyalet yasas\u0131 daha imzaland\u0131<\/a><\/u><\/span>: b\u00fcy\u00fck depolama yenilenebilir ili\u015fkisi, depolama ba\u011flant\u0131 anla\u015fmazl\u0131klar\u0131 i\u00e7in ba\u011f\u0131ms\u0131z birim, kendi elektri\u011fini \u00fcretme program\u0131 i\u00e7in 249milyon$,planlanan 1325 MW \u00fczerine 500 MW daha depolama hedefi.<\/p>\n

GM CEOsu Mary Barra, otomotiv sekt\u00f6r\u00fcn\u00fcn 4 temel de\u011fi\u015fimden ge\u00e7ti\u011fini<\/a><\/u><\/span> ve ara\u00e7 payla\u015f\u0131m\u0131n\u0131n elektrik ve otonom s\u00fcr\u00fc\u015ften daha b\u00fcy\u00fck bir de\u011fi\u015fim. GM ara\u00e7 payla\u015f\u0131m \u015firketi Lyft\u2019i 500 milyon $\u2019a alm\u0131\u015ft\u0131.\u201dAra\u00e7 payla\u015f\u0131m 1.0\u201ddaym\u0131\u015f\u0131z.<\/p>\n

RWE yenilenebilir,\u015febeke ve perakende i\u015f kollar\u0131n\u0131 kendi kurdu\u011fu Innogy<\/a><\/u><\/span> diye bir kurulu\u015fa aktarm\u0131\u015ft\u0131. Hisselerin %23\u2019\u00fcn\u00fc tanesi 36 eurodan, 138.9 milyon hisseyi Frankfurt borsas\u0131nda piyasaya a\u00e7t\u0131. 20 milyar \u20acluk halka arz<\/p>\n

Rusya\u2019n\u0131n Ba\u015fkurdistan eyaletinde varl\u0131klar\u0131 olan Bashneft\u2019in devlet hisselerini Rosneft al\u0131yordu. Daha \u00f6nce Putin Bashneft\u2019in Rosneft taraf\u0131ndan al\u0131nmas\u0131n\u0131n en iyisi olmayaca\u011f\u0131n\u0131 <\/a><\/u><\/span>s\u00f6ylemi\u015fti. Oxford Energy\u2019den yorum gelmi\u015f \u201c10 y\u0131ld\u0131r s\u00fcren Rus petrol sekt\u00f6r\u00fcn\u00fc Rosneft alt\u0131nda birle\u015ftirmeye y\u00f6nelik son hamle\u201d. Sonra da bir yorkshire c\u00fcmlesi kurmu\u015f.<\/p>\n

Cuma gelene\u011fi Baker Hughes kule rakamlar<\/a><\/u><\/span>\u0131: ,ABD\u2019de 481((A\u011fu)\u2019den 509\u2019a(Eyl) Ge\u00e7en Eyl\u00fcl\u2019de 848di.<\/p>\n

Goldman Sachs\u2019\u0131n 2012\u2019den bu yana temiz enerjiye yat\u0131rd\u0131\u011f\u0131 41 milyar $:<\/a><\/u><\/span> yollardan 16 milyon arac\u0131n al\u0131nmas\u0131 etkisine e\u015f 74 milyon ton sera gaz\u0131 emisyonunu offsetledi. 89 firmay\u0131 b\u00fcy\u00fctt\u00fc, 31 GW yat\u0131r\u0131m getirdi, 129,000 istihdam sa\u011flad\u0131 ve sadece ge\u00e7en sene 34 milyar $ gelir sa\u011flad\u0131. Goldman toplamda 150 milyar $ yat\u0131r\u0131m yapacak.<\/p>\n

K\u00fcresel petrol stoklar\u0131: Singapur a\u00e7\u0131klar\u0131nda 3 ayd\u0131r 30 milyon varil seviyesindeki <\/a><\/u><\/span>stoklar ge\u00e7ti\u011fimiz hafta yar\u0131ya d\u00fc\u015ft\u00fc.Baz\u0131lar\u0131na g\u00f6re k\u00fcresel arz fazlas\u0131 bitti, PIRA Energy, son \u00e7eyrekte 500bin v\/g arz a\u00e7\u0131\u011f\u0131 vard\u0131, sene sonunda 2ye katlanacak. ABD tipi WTI petrol Hazirandan beri ilk defa 50$ \u00fcst\u00fc kapand\u0131.<\/p>\n

Shell\u2019de g\u00f6r\u00fcn\u00fcm kar\u0131\u015f\u0131k<\/a><\/u><\/span>. LNG\u2019de g\u00fc\u00e7l\u00fc bir talep gelece\u011fi i\u00e7in iyi pozisyonlanm\u0131\u015f durumda. Fakat BG group ile birle\u015fmeden gelen bor\u00e7lar, hisse ba\u015f\u0131na gelir oran\u0131ndaki d\u00fc\u015f\u00fc\u015f, d\u00fc\u015f\u00fck do\u011fal gaz fiyatlar\u0131 s\u00fcrecinin uzamas\u0131 ve Nijerya daki varl\u0131klar negatif taraflar.<\/p>\n

\u0130ngiltere, Lancashire yerel idare karar\u0131n\u0131n \u00fczerine ge\u00e7erek ikinci \u015feyl gaz \u00e7atlatma iznini Cuadrilla\u2019ya<\/a><\/u><\/span> verdi. 2017\u2019de ilk \u00e7atlatmalar yap\u0131lacak, ilk gaz da 2018 ba\u015f\u0131. \u015eeyl sekt\u00f6r\u00fc 64,000 i\u015f sa\u011flayabilir.<\/p>\n

Honda\u2019n\u0131n konsept elektrikli arabas\u0131n\u0131n \u00e7o\u011fu par\u00e7as\u0131 <\/a><\/u><\/span>3D printer da bas\u0131labiliyor. \u0130yi fikir, 3 senelik kasko paras\u0131na printer al\u0131r, par\u00e7alar\u0131 evde imal ederiz.<\/p>\n

K\u00fcresel gaz talebinin b\u00fcy\u00fcmesi yava\u015flamaya 2021\u2019e kadar devam edecek.<\/a><\/u><\/span> Elektrik \u00fcretim taraf\u0131nda rekabet yo\u011fun. 2009-2015\u2019de AB\u2019de 50 bcm(=T\u00fcrkiye) talep d\u00fc\u015fm\u00fc\u015f. N\u00fckleer ve k\u00f6m\u00fcrler emekli edildik\u00e7e talep canlanacak. Fakat 450 ppm senaryosunda AB bug\u00fcnden 150 bcm daha az gaz t\u00fcketecek. 2015\u2019de 490 bcm\u2019di. Sunumlara<\/a><\/u><\/span> bak.<\/p>\n

Brookings\u2019deki yorumda, asl\u0131nda d\u00fc\u015f\u00fck karbon ekonomisi konusunda ABD\u2019deki eyaletlerin de gelir kay\u0131plar\u0131na de\u011finilmi\u015f<\/a><\/u><\/span>. Makale de yer isimleri kapat\u0131lsa OPEC \u00fclkeleri i\u00e7in yaz\u0131ld\u0131\u011f\u0131 san\u0131labilir.<\/p>\n

Heathrow\u2019a \u00fc\u00e7\u00fcnc\u00fc pist konusunda emisyon s\u0131n\u0131rlar\u0131n\u0131n a\u015f\u0131laca\u011f\u0131<\/a><\/u><\/span> ve BBC\u2019nin bilgilendirmesinde eksiklik oldu\u011fu iddia ediliyor. Yaz\u0131da ilgin\u00e7 bir istatistik : ortalama Euro 6 dizel ara\u00e7 \u0130ngiltere yollar\u0131nda limitin 6 misli fazla NOx sal\u0131yor.<\/p>\n

T\u00fcm d\u00fcnyadan maden\/petrol kaynak kontrat ve lisanslar\u0131. Resource Contracts<\/a><\/u><\/span>, 36 kaynak i\u00e7in, 80 \u00fclke verisi.<\/p>\n

Rapor \u00f6zeti<\/b><\/span><\/span><\/p>\n

The Oxford Institute for Energy Studies \u2013 Forum: LNG Markets the great transformation<\/b><\/span><\/p>\n

1 milyon ton LNG = 1 bcm gaz.
\nFSRU : y\u00fczer gazla\u015ft\u0131rma
\nFLNG: y\u00fczer s\u0131v\u0131la\u015ft\u0131rma
\nFID: Final investmen Decision (nihai yat\u0131r\u0131m karar\u0131)<\/p>\n

Bu say\u0131 Oxford Energy ara\u015ft\u0131rmac\u0131lar\u0131n\u0131n \u00e7\u0131kard\u0131\u011f\u0131 LNG kitab\u0131n\u0131n k\u00fc\u00e7\u00fck bir \u00f6zeti.<\/a><\/u><\/span> Kitap edit\u00f6rlerinden Anne-Sophie Corbeau kitap ismini bir s\u00fcre d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc ve \u201cgreat reconfigration\u201d \u2018da karar k\u0131ld\u0131\u011f\u0131n\u0131 anlat\u0131yor. En \u00f6nemlisi daha fazla short-term (4 y\u0131l alt\u0131) LNG kontratlar\u0131 ve spot kargolar olacak. LNG daha \u00e7ok metala\u015facak. Gaz daha fazla k\u00fcreselle\u015fece\u011finden eski modeller de\u011fi\u015fmek zorunda kalacak.<\/p>\n

\u0130lk yar\u0131 k\u0131sm\u0131n yaz\u0131lar\u0131 ve \u00f6nemli noktalar<\/p>\n