D\u00fcnyan\u0131n en b\u00fcy\u00fck s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz (LNG) ihracat\u00e7\u0131s\u0131 Avustralya\u2019daki baz\u0131 LNG tesislerinde \u00e7al\u0131\u015fanlar\u0131n gelecek hafta greve gitmek i\u00e7in harekete ge\u00e7mesinin ard\u0131ndan bu tesislerde \u00fcretimin aksayaca\u011f\u0131na y\u00f6nelik endi\u015feler, arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 ya\u015fanan gaz piyasalar\u0131nda tedirginlik yaratt\u0131 ve Avrupa gaz fiyatlar\u0131nda keskin y\u00fckseli\u015fe yol a\u00e7t\u0131.<\/p>\n
Covid-19 salg\u0131n\u0131 sonras\u0131 ekonomilerin toparlanmaya ba\u015flamas\u0131yla ortaya \u00e7\u0131kan arz-talep dengesizli\u011fi, Rusya\u2019n\u0131n Ukrayna\u2019da ba\u015flatt\u0131\u011f\u0131 sava\u015f\u0131n gaz arz\u0131na etkileriyle enerji krizine d\u00f6n\u00fc\u015ft\u00fc ve Avrupa, enerji krizinden en fazla etkilenen b\u00f6lge oldu.<\/p>\n
GAZ F\u0130YATLARINDA SON 12 YILIN EN Y\u00dcKSEK SEV\u0130YES\u0130<\/b><\/p>\n
Krizin yakla\u015f\u0131k iki y\u0131l hakim oldu\u011fu gaz piyasalar\u0131, Avrupa\u2019da gaz depolar\u0131ndaki y\u00fcksek doluluk oranlar\u0131 ve talepteki d\u00fc\u015f\u00fc\u015fle hen\u00fcz dengelenmeye girmi\u015fken, bu hafta Avustralya\u2019daki Chevron and Woodside Energy Group \u015firketlerine ait b\u00fcy\u00fck LNG tesislerinde \u00e7al\u0131\u015fanlar\u0131n greve gitmek \u00fczere fikir birli\u011fine varmas\u0131 Avrupa gaz fiyatlar\u0131nda h\u0131zl\u0131 y\u00fckseli\u015f g\u00f6r\u00fcld\u00fc.<\/p>\n
Son bir ayd\u0131r megavatsaat ba\u015f\u0131na 30 Euro band\u0131nda seyreden Hollanda merkezli sanal do\u011fal gaz ticaret noktas\u0131 TTF\u2019de fiyatlar, grev haberlerinin \u00e7\u0131kmas\u0131n\u0131n hemen ard\u0131ndan 9 A\u011fustos\u2019ta bir \u00f6nceki kapan\u0131\u015fa g\u00f6re y\u00fczde 30 y\u00fckselerek 39,8 Euro\u2019ya \u00e7\u0131kt\u0131.<\/p>\n
B\u00f6ylece, gaz fiyatlar\u0131 neredeyse son iki ay\u0131n en y\u00fcksek seviyesini g\u00f6rd\u00fc.<\/p>\n
Fiyatlar, 10 A\u011fustos\u2019ta g\u00fcn i\u00e7inde megavatsaat ba\u015f\u0131na 42 Euro\u2019yu a\u015fmas\u0131n\u0131n ard\u0131ndan g\u00fcn\u00fc 37 Euro\u2019dan kapatt\u0131. Bug\u00fcn, fiyatlar megavatsaat ba\u015f\u0131na 37 Euro seviyesinden a\u00e7\u0131l\u0131\u015f yapt\u0131.<\/p>\n
GREVLER \u0130HRACAT KAPAS\u0130TES\u0130 R\u0130SK\u0130 OLU\u015eTURUYOR<\/b><\/p>\n
Avustralya\u2019n\u0131n Avrupa\u2019ya do\u011frudan LNG tedariki k\u0131s\u0131tl\u0131 olmas\u0131na ra\u011fmen, sava\u015f\u0131n ard\u0131ndan k\u0131taya Rus gaz\u0131 arz\u0131n\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde azalm\u0131\u015f olmas\u0131 Avrupa\u2019n\u0131n LNG ithalat ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n\u0131 art\u0131rd\u0131. Bu nedenle, k\u00fcresel LNG piyasalar\u0131nda olu\u015fan arz endi\u015feleri, Avrupa\u2019daki gaz fiyatlar\u0131n\u0131 do\u011frudan etkiliyor.<\/p>\n
Columbia \u00dcniversitesi K\u00fcresel Enerji Merkezi\u2019nden al\u0131nan verilere g\u00f6re, grev riski bulunan Gorgon, Wheatstone ve North West Shelf projeleri 40,8 milyon tonla Avustralya\u2019n\u0131n toplam LNG ihracat kapasitesinin yar\u0131s\u0131n\u0131, k\u00fcresel LNG ticaret hacminin ise y\u00fczde 10\u2019unu olu\u015fturuyor.<\/p>\n
Son 12 ayda, s\u00f6z konusu tesislerden LNG ihracat\u0131n\u0131n y\u00fczde 44\u2019\u00fc Japonya, y\u00fczde 22\u2019si \u00c7in, y\u00fczde 13\u2019\u00fc Tayvan, y\u00fczde 12\u2019si G\u00fcney Kore ve kalan k\u0131sm\u0131 Tayland, Singapur, Hindistan olmak \u00fczere di\u011fer \u00fclkelere yap\u0131ld\u0131.<\/p>\n
ASYA VE ARVUPA\u2019NIN REKABET\u0130 ARTAB\u0130L\u0130R<\/b><\/p>\n
Uluslararas\u0131 Gaz Birli\u011fi (IGU) S\u00f6zc\u00fcs\u00fc Tatiana Khanberg yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, LNG piyasas\u0131ndaki arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n\u0131n hi\u00e7bir aksamay\u0131 kald\u0131ramayacak \u015fekilde oldu\u011funu ifade etti.<\/p>\n
Herhangi bir nedenle ya\u015fanabilecek en ufak tedarik d\u00fc\u015f\u00fc\u015f\u00fcn\u00fcn bile piyasada b\u00fcy\u00fck dalgalanmalara yol a\u00e7abilece\u011fini ifade eden Khanberg, \u201cD\u00fcnya Covid-19\u2019un ard\u0131ndan 2021\u2019den itibaren bir enerji krizinde ve bu kriz Rusya\u2019dan boru hatlar\u0131yla Avrupa\u2019ya gaz tedarikindeki yap\u0131sal azalmayla zirveye ula\u015ft\u0131. Bu yap\u0131sal bo\u015fluk piyasaya yeni tedarik sa\u011flanana, 2026 veya 2027\u2019ye kadar, devam edecek\u201d dedi.<\/p>\n
Khanberg, k\u00fcresel LNG ihracat\u0131nda ilk s\u0131rada yer alan Avustralya\u2019da arz kesintisine y\u00f6nelik herhangi bir tehdidin piyasalar\u0131 endi\u015felendirdi\u011fini ve \u201criskin fiyatland\u0131\u011f\u0131n\u0131\u201d belirtti.<\/p>\n
Avustralya\u2019n\u0131n LNG ihracat\u0131n\u0131n b\u00fcy\u00fck bir k\u0131sm\u0131n\u0131n Asya b\u00f6lgesine oldu\u011funu an\u0131msatan Khanberg, \u201cBuna ra\u011fmen, (grevin ger\u00e7ekle\u015fmesi durumunda) Asya piyasas\u0131nda LNG arz\u0131n\u0131n y\u00fczde 10 azalmas\u0131, Asya\u2019n\u0131n LNG tedariki i\u00e7in Avrupa ile rekabet etmesine yol a\u00e7acak ve bu da her iki b\u00f6lgede fiyatlar\u0131 art\u0131racakt\u0131r. Avrupa gaz depolar\u0131ndaki doluluk oranlar\u0131n\u0131n y\u00fczde 87,7 ile sa\u011fl\u0131kl\u0131 bir durumda olmas\u0131na ra\u011fmen, olas\u0131 bir arz kesintisi \u00f6nemli bir k\u00fcresel \u015fok olabilir. Bu nedenle endi\u015fe etmek i\u00e7in ge\u00e7erli sebepler mevcut\u201d diye konu\u015ftu.<\/p>\n
Khanberg, ortaya \u00e7\u0131kabilecek risklerin olas\u0131 kesintinin b\u00fcy\u00fckl\u00fc\u011f\u00fcne ve piyasada arz-talep dengesini etkileyen di\u011fer fakt\u00f6rlere g\u00f6re de\u011fi\u015fiklik g\u00f6sterece\u011fini aktard\u0131.<\/p>\n
Gaz piyasas\u0131n\u0131n dengede olmad\u0131\u011f\u0131n\u0131n ve gaz arz\u0131n\u0131n yetersizli\u011finin alt\u0131n\u0131 \u00e7izen Khanberg, fiyatlardaki oynakl\u0131\u011f\u0131n piyasa dengeye oturana kadar devam edece\u011fini ve yeni gaz tedarik kaynaklar\u0131n\u0131n sa\u011flanmas\u0131 gerekti\u011fini dile getirdi.<\/p>\n
AVUSTURALYA\u2019NIN K\u00dcRESEL \u0130HRACAT PAYI Y\u00dcZDE 20,1<\/b><\/p>\n
IGU\u2019nun son raporuna g\u00f6re, k\u00fcresel LNG ticareti 2022\u2019de bir \u00f6nceki y\u0131la g\u00f6re y\u00fczde 6,8 artarak 401,5 milyon tona \u00e7\u0131kt\u0131.<\/p>\n
Avustralya, 2022\u2019de 80,9 milyon ton ile d\u00fcnyadaki en b\u00fcy\u00fck ihracat\u00e7\u0131 konumunu korudu ve k\u00fcresel LNG ihracat\u0131ndan y\u00fczde 20,1 pay ald\u0131. Bu \u00fclkeyi 80,5 milyon ton LNG ihracat\u0131yla ABD \u00e7ok yak\u0131ndan takip ederken, Katar 80,1 milyon ton LNG ihracat\u0131yla \u00fc\u00e7\u00fcnc\u00fc s\u0131rada yer ald\u0131.<\/p>\n
En b\u00fcy\u00fck \u00fc\u00e7 LNG ihracat\u00e7\u0131s\u0131, 2022\u2019de k\u00fcresel LNG \u00fcretiminin de y\u00fczde 60\u2019\u0131n\u0131 olu\u015fturdu.<\/p>\n
Rusya, 33,8 milyon tonla ge\u00e7en y\u0131l en fazla LNG ihracat\u0131 yapan d\u00f6rd\u00fcnc\u00fc \u00fclke oldu.<\/p>\n
EN B\u00dcY\u00dcK ALICILAR \u00c7\u0130N VE JAPONYA<\/b><\/p>\n
Japonya, ge\u00e7en y\u0131l toplam 73,6 milyon tonla d\u00fcnyadaki en b\u00fcy\u00fck ithalat\u00e7\u0131 konumuna tekrar y\u00fckseldi. \u00c7in, 63,7 milyon ton LNG ihracat\u0131yla ikinci s\u0131rada yer ald\u0131. S\u00f6z konusu iki \u00fclke, Avustralya\u2019n\u0131n LNG ihracat\u0131n\u0131n neredeyse \u00fc\u00e7te ikisini olu\u015fturdu. Avustralya\u2019n\u0131n LNG ihracat\u0131n\u0131n kalan\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde G\u00fcney Kore, Tayvan, Singapur ve Hindistan\u2019\u0131n da aralar\u0131nda oldu\u011fu Asya b\u00f6lgesine gitti.<\/p>\n
Rystad Energy verilerine g\u00f6re, bu y\u0131l\u0131n ilk yar\u0131s\u0131nda da \u00c7in ve Japonya Avustralya\u2019dan 26 milyon ton LNG ile \u00fclkenin bu d\u00f6nemdeki toplam ihracat\u0131n\u0131n y\u00fczde 60\u2019\u0131n\u0131 ald\u0131.<\/p>\n
IGU verilerine g\u00f6re, Japonya ve \u00c7in \u00fclke baz\u0131nda d\u00fcnyadaki en b\u00fcy\u00fck LNG ithalat\u00e7\u0131lar\u0131 olurken, Asya-Pasifik b\u00f6lgesi d\u00fcnyan\u0131n en b\u00fcy\u00fck LNG ithalat pazar\u0131 unvan\u0131n\u0131 korudu.<\/p>\n
Avrupa Birli\u011fi (AB) 2022\u2019deki 126,6 milyon tonla en fazla LNG ithal eden ikinci pazar oldu. Rus gaz arz\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fc LNG ile telafi etmeye \u00e7al\u0131\u015fan AB, ge\u00e7en y\u0131l LNG ithalat\u0131n\u0131 y\u00fczde 66 art\u0131r\u0131rken, ABD b\u00f6lgenin en b\u00fcy\u00fck tedarik\u00e7isi haline geldi. (AA)<\/p>\n","protected":false},"excerpt":{"rendered":"
Uluslararas\u0131 Gaz Birli\u011fi S\u00f6zc\u00fcs\u00fc Tatiana Khanberg, Avustralya’daki \u00fc\u00e7 b\u00fcy\u00fck LNG tesisinde \u00e7al\u0131\u015fanlar\u0131n greve getmesi durumunda Asya ve Avrupa’da gaz fiyatlar\u0131n\u0131n artaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n","protected":false},"author":1,"featured_media":111202,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[2808,253,661,2306,1353],"class_list":["post-111201","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-arz","tag-avrupa","tag-gaz","tag-lng","tag-piyasa"],"_links":{"self":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/111201","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=111201"}],"version-history":[{"count":1,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/111201\/revisions"}],"predecessor-version":[{"id":111203,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/111201\/revisions\/111203"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/media\/111202"}],"wp:attachment":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=111201"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=111201"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=111201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}