{"id":104207,"date":"2019-12-07T14:25:20","date_gmt":"2019-12-07T11:25:20","guid":{"rendered":"https:\/\/www.enerjigazetesi.ist\/?p=104207"},"modified":"2019-12-07T14:27:54","modified_gmt":"2019-12-07T11:27:54","slug":"yeni-enerji-teknolojileri-uluslararasi-yatirimcilarin-radarinda","status":"publish","type":"post","link":"https:\/\/www.enerjigazetesi.ist\/en\/yeni-enerji-teknolojileri-uluslararasi-yatirimcilarin-radarinda\/","title":{"rendered":"(Turkish) ’Yeni Enerji Teknolojileri’ Uluslararas\u0131 Yat\u0131r\u0131mc\u0131lar\u0131n Radar\u0131nda!"},"content":{"rendered":"

Sorry, this entry is only available in Turkish<\/a>. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language.<\/p>

<\/p>\n

Teknoloji, elektrik sekt\u00f6r\u00fc yat\u0131r\u0131mlar\u0131nda karar verme s\u00fcrecinin bir par\u00e7as\u0131 olman\u0131n \u00f6tesine ge\u00e7erek en belirleyici fakt\u00f6r haline geliyor. Uluslararas\u0131 dan\u0131\u015fmanl\u0131k ve denetim \u015firketi EY (Ernst & Young) T\u00fcrkiye\u2019nin Enerji Sekt\u00f6r\u00fc Lideri Erkan Bayku\u015f, T\u00fcrkiye ve d\u00fcnyada enerji sekt\u00f6r\u00fcn\u00fcn durumunu de\u011ferlendirdi ve 2020 y\u0131l\u0131 i\u00e7in \u00f6ng\u00f6r\u00fclerini aktard\u0131. <\/strong><\/h1>\n

Enerji d\u00fcnyas\u0131nda elektrik sekt\u00f6r\u00fcn\u00fcn bir d\u00f6n\u00fcm noktas\u0131na geldi\u011fini ve giri\u015fim sermaye fonlamalar\u0131ndaki<\/strong> y\u00fckseli\u015fin elektrik piyasas\u0131nda birle\u015fme ve sat\u0131n alma i\u015flemlerini<\/strong> yeniden \u015fekillendirdi\u011fini g\u00f6zlemliyoruz. Geleneksel elektrik \u00fcretim sekt\u00f6r\u00fcn\u00fcn yenilenebilir enerji<\/strong> ve yeni \"\"teknolojilerin etkisiyle d\u00f6n\u00fc\u015f\u00fcm ge\u00e7irmesi, elektri\u011fin \u00fcretim, kullan\u0131m ve depolanma<\/strong> bi\u00e7imi ile birlikte elektrik ticareti<\/strong>nin yap\u0131l\u0131\u015f \u015feklini de de\u011fi\u015ftiriyor. Bu yeni ve h\u0131zl\u0131 enerji d\u00fcnyas\u0131<\/strong>, \u00e7evik ve cesur yat\u0131r\u0131m kararlar\u0131 al\u0131nmas\u0131n\u0131 gerektiriyor ancak pek \u00e7ok elektrik \u015firketinin<\/strong> bu yat\u0131r\u0131m ortam\u0131na adaptasyonda g\u00fc\u00e7l\u00fck<\/strong> ya\u015fad\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Giri\u015fim sermayesi bu alanda geleneksel yat\u0131r\u0131m modellerinin yerine yeni bir se\u00e7enek sunuyor ve enerjinin d\u00f6n\u00fc\u015f\u00fcm\u00fcnde<\/strong> hayati bir \u00f6neme sahip olan teknolojilerin geli\u015fimini h\u0131zland\u0131r\u0131yor.<\/p>\n

EY\u2019nin Enerji Sekt\u00f6r\u00fc \u0130\u015flem ve Trendleri Raporu<\/strong>\u2019nda da belirtildi\u011fi \u00fczere, giri\u015fim sermayesi yat\u0131r\u0131mlar\u0131<\/strong> 2019\u2019un 2’inci \u00e7eyrek d\u00f6neminde<\/strong> elektrik piyasas\u0131nda 2,1 milyar dolar<\/strong> katk\u0131 sa\u011flad\u0131. S\u00f6z konusu yat\u0131r\u0131mlar\u0131n b\u00fcy\u00fck bir b\u00f6l\u00fcm\u00fc ula\u015f\u0131m\u0131n elektrikli hale getirilmesine yani elektrikli ara\u00e7 teknolojisi ve altyap\u0131s\u0131na (batarya ve \u015farj istasyonlar\u0131) odaklan\u0131yordu. Elektrikli ara\u00e7 teknolojisine<\/strong> en \u00e7ok yat\u0131r\u0131m\u0131n Asya Pasifik B\u00f6lgesi\u2019nden geldi\u011fini, \u00fclke baz\u0131nda ise yat\u0131r\u0131mlara \u00c7in\u2019in \u00f6nc\u00fcl\u00fck etti\u011fini g\u00f6r\u00fcyoruz. Di\u011fer yandan rekabetin yo\u011fun oldu\u011fu bir piyasada giri\u015fim sermaye yat\u0131r\u0131mc\u0131lar\u0131n\u0131<\/strong> \u00e7ekmek kolay de\u011fil. Elektrik \u015firketlerinin<\/strong> bu ama\u00e7la y\u00fcksek risk bar\u0131nd\u0131ran giri\u015fim sermayesi yat\u0131r\u0131mc\u0131l\u0131\u011f\u0131na<\/strong> uyum sa\u011flamak i\u00e7in ciddi \u00e7al\u0131\u015fmalar yapmalar\u0131 gerekiyor.<\/p>\n

\u0130\u015flemler \u00f6zelinde bakt\u0131\u011f\u0131m\u0131zda; finansal yat\u0131r\u0131mc\u0131lar\u0131n \u00f6ng\u00f6r\u00fclebilir getiri sa\u011flayan ve istikrarl\u0131 nakit ak\u0131\u015f\u0131 sunan varl\u0131klara y\u00f6nelerek portf\u00f6ylerini dengelediklerini g\u00f6r\u00fcyoruz. \u00d6ne \u00e7\u0131kan yat\u0131r\u0131m trendlerini<\/strong> inceledi\u011fimizde, art\u0131\u015f g\u00f6steren batarya depolama yat\u0131r\u0131mlar\u0131<\/strong> kar\u015f\u0131m\u0131za \u00e7\u0131k\u0131yor. \u00c7\u00fcnk\u00fc yenilenebilir enerjinin y\u00fckseli\u015fi<\/strong>, batarya depolamay\u0131 elektrik \u015febekesinin<\/em> desteklenmesinde daha \u00f6nemli bir fakt\u00f6r haline getiriyor. Bu anlamda Birle\u015fik Krall\u0131k ve ABD<\/strong>\u2019de 2019 y\u0131l\u0131nda<\/strong> temiz enerjinin te\u015fvik edilmesi ve elektrik \u015febekesi direncinin art\u0131r\u0131lmas\u0131 amac\u0131yla b\u00fcy\u00fck \u00f6l\u00e7ekli depolama planlar\u0131 a\u00e7\u0131kland\u0131. Statkraft ve Statera Energy<\/strong> gaz jenerat\u00f6rleri ile yedeklenmi\u015f 1 GW kurulu<\/strong> g\u00fc\u00e7te depolama yat\u0131r\u0131m\u0131 ile \u015febekeyi desteklemeyi hedefliyor.<\/p>\n

Di\u011fer taraftan, ABD\u2019de D\u0131\u015fi\u015fleri Bakanl\u0131\u011f\u0131\u2019n\u0131n kamusal yat\u0131r\u0131mlar b\u00fct\u00e7esi dahilinde, y\u00fcksek talep saatlerinde \u00e7al\u0131\u015facak 275 MW\u2019l\u0131k konvansiyonel santral yat\u0131r\u0131m\u0131n\u0131n<\/strong> yerine 6 saatlik batarya tesisleri kurulmas\u0131<\/strong> planlan\u0131yor. Bununla birlikte elektrik \u015febekelerinin ak\u0131ll\u0131 teknolojilerle donat\u0131lmas\u0131 amac\u0131yla d\u00fcnya genelinde \u00e7e\u015fitli ortakl\u0131klar kuruluyor. Dubai Elektrik ve Su Otoritesi\u2019nin (DEWA)<\/strong> ak\u0131ll\u0131 \u015febeke \u00e7\u00f6z\u00fcmleri sunan Kanadal\u0131<\/strong> bir \u015firketle ger\u00e7ekle\u015ftirdi\u011fi ortakl\u0131k ile b\u00f6lgeye ilk sanal elektrik santralinin<\/strong> kurulmas\u0131 hedefleniyor. Japonya\u2019da ise blockchain teknolojisi kullan\u0131larak<\/strong> birden fazla denk i\u015flemci (P2P)<\/strong> aras\u0131nda elektrik iletilmesi test edilecek.<\/p>\n

Senelik sekt\u00f6rel performanslar incelendi\u011finde 2019 y\u0131l\u0131nda global enerji ve altyap\u0131 yat\u0131r\u0131mlar\u0131<\/strong> \u00f6nceki seneye oranla 30% art\u0131\u015fla 26.8 milyar dolara ula\u015f\u0131rken, 2019\u2019un 2’\u00fcnc\u00fc \u00e7eyre\u011finde ABD k\u00fcresel altyap\u0131 yat\u0131r\u0131mlar\u0131n\u0131n yar\u0131s\u0131ndan fazlas\u0131n\u0131 \u00e7ekti. \u00c7in<\/strong> ise Asya Pasifik<\/strong>\u2019te \u00f6nc\u00fcl\u00fc\u011f\u00fcn\u00fc s\u00fcrd\u00fcrd\u00fc. Bununla beraber, yeni teknolojiler ve yenilenebilir enerjiye<\/strong> y\u00f6nelik artan i\u015ftah\u0131n h\u00e2kim oldu\u011fu bir yat\u0131r\u0131m ortam\u0131 olu\u015ftu. Bu iki alan\u0131n elektrik piyasas\u0131nda \u00f6n\u00fcm\u00fczdeki d\u00f6nemde de belirleyici olmaya devam edece\u011fini \u00f6ng\u00f6r\u00fcyoruz. 2019 y\u0131l\u0131 enerji ve altyap\u0131 sekt\u00f6rlerinin finansal performanslar\u0131na<\/strong> bakt\u0131\u011f\u0131m\u0131zda Amerika, Avrupa ve Asya Pasifik<\/strong> b\u00f6lgelerinde yenilenebilir enerji yat\u0131r\u0131mlar\u0131n\u0131n<\/strong> s\u0131ras\u0131yla 36,3%, 27.9% ve 23.8% yat\u0131r\u0131mc\u0131 geri d\u00f6n\u00fc\u015f oranlar\u0131 ile \u00f6nde geldi\u011fi g\u00f6r\u00fcld\u00fc. Bu oranlar ayn\u0131 finansal d\u00f6nemdeki S&P 500, STOXX Europe 600 ve Nikkei 225<\/strong> ortalama kazan\u00e7 oranlar\u0131n\u0131n \u00e7ok ilerisinde. Bunu destekler \u015fekilde, 2019 y\u0131l\u0131nda enerji ve altyap\u0131 sekt\u00f6rlerinde Amerika, Avrupa ve Asya Pasifik\u2019te imzalanan en b\u00fcy\u00fck 15 yat\u0131r\u0131m<\/strong> anla\u015fmas\u0131n\u0131n 6 tanesinin<\/strong> yenilenebilir enerji alan\u0131nda oldu\u011funu g\u00f6r\u00fcyoruz.<\/p>\n

Yukar\u0131daki veriler \u0131\u015f\u0131\u011f\u0131nda, d\u00fcnya genelinde yat\u0131r\u0131mc\u0131lar\u0131n yenilenebilir enerji teknolojileri<\/strong>, batarya (depolama), elektrikli ara\u00e7 altyap\u0131s\u0131 ve dijital \u015febeke gibi yeni teknolojilere olan ilgisinin gittik\u00e7e artt\u0131\u011f\u0131n\u0131 ve elektrik piyasas\u0131n\u0131n b\u00fcy\u00fck bir d\u00f6n\u00fc\u015f\u00fcmden<\/strong> ge\u00e7mesinin etkisiyle konvansiyonel olmayan rakip<\/strong> \u015firketlerin birle\u015fti\u011fini g\u00f6zlemliyoruz. EY olarak; 2020 y\u0131l\u0131nda<\/strong> d\u00fcnya genelinde yenilenebilir enerji, enerji depolama ve elektrikli ara\u00e7<\/strong> alanlar\u0131nda altyap\u0131 yat\u0131r\u0131mlar\u0131na yabanc\u0131 ilgisinin artarak devam edece\u011fini \u00f6ng\u00f6r\u00fcyoruz.<\/p>\n

\u00dclkemiz enerji piyasas\u0131n\u0131n da fonlama ve sermaye ihtiyac\u0131n\u0131<\/strong> kar\u015f\u0131lamak \u00fczere, \u00f6zellikle giri\u015fim sermayesi ve \u00f6zel sermaye fonlar\u0131<\/strong>ndan gerekli pay\u0131 almam\u0131z \u00f6nemli. \u00d6zellikle enerji depolama ve batarya teknolojileri<\/strong> alanlar\u0131nda \u00e7ok da uzak olmayan vadelerde, b\u00fcy\u00fck hareketlilik bekliyoruz. Asya Pasifik ve Amerika\u2019da<\/strong> enerji \u015firket de\u011ferleri EBITDA X11\u2019ler<\/strong> civar\u0131nda olu\u015furken, bize en yak\u0131n piyasalardan olan Avrupa piyasas\u0131nda ise bu de\u011fer 7X \u00e7arpan<\/strong> olarak ger\u00e7ekle\u015fiyor. Yat\u0131r\u0131m alan\u0131 ve \u00fclke enerji piyasas\u0131n\u0131n cazibesi bu de\u011ferlemeleri etkileyen unsurlar aras\u0131nda yer al\u0131yor.<\/p>","protected":false},"excerpt":{"rendered":"

Sorry, this entry is only available in Turkish. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language. Teknoloji, elektrik sekt\u00f6r\u00fc yat\u0131r\u0131mlar\u0131nda karar verme s\u00fcrecinin bir par\u00e7as\u0131 olman\u0131n \u00f6tesine ge\u00e7erek en belirleyici fakt\u00f6r haline geliyor. Uluslararas\u0131 dan\u0131\u015fmanl\u0131k ve denetim \u015firketi […]<\/p>\n","protected":false},"author":1,"featured_media":104211,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[51,53,157],"tags":[62264,62464,49152,62468,62472,5070,52674,62462,8699,62466,54965,62471,1564,39593,52259,33391,21816,62461,62473,62463,62467,62470,62465,62469,3176,54979,8551,1245],"views":450,"_links":{"self":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/104207"}],"collection":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/comments?post=104207"}],"version-history":[{"count":0,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/104207\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media\/104211"}],"wp:attachment":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media?parent=104207"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/categories?post=104207"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/tags?post=104207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}