11:31 AM
Reporter:
Baris Sanli
As the trust towards paper money decreased, I am wondering whether the oil is priced with gold... After checking several statistics, there is a Beta distribution of Gold price/WTI price ratio.
So far 15-17 is a ratio between gold and wti. Therefore in the following month (August,2011), numbers point to oil prices of 110$ (WTI), and 130$ Brent.
Note on 5 August 2011: I expected the panic to start by end of August. However seems like it has been already started.. So the recent panic has broken the relation. Gold is on the rise, oil is down..... This is a typical ringing bell of a recession... Next time I should state "ceteris paribus":)
One thing to watch is the base price level of oil...
www.barissanli.com
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9:58 AM
Reporter:
Baris Sanli
Last week an investor told me some interesting numbers regarding wind energy consent times and number of authorities liaise with. So I decided to make my own research:
Read this
The Wind Barriers project also investigated the number of authorities that need to be contacted in each country in order to obtain permission to build onshore. Denmark has the fewest authorities to contact, just five, whereas Greece has the most authorities to contact, with 41. But there is not a direct correlation between the length of time it takes to get permission and the number of authorities that need to be contacted.
The experience in the offshore sector is, so far, more positive. The average time to get the green light is 18 months, much lower than onshore. “A number of countries with offshore wind farms have developed an efficient decision making process for this sector, thereby reducing the complexity for offshore wind developers,” concluded Wilkes.
Ref:http://www.ewea.org/index.php?id=60&no_cache=1&tx_ttnews%5Btt_news%5D=1834&tx_ttnews%5BbackPid%5D
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4:06 PM
Reporter:
Baris Sanli
Recently I have completed a study on the effect of Carbon prices on Turkish electricity prices. Here is my result (Electricity supply curve MW vs $cent/kWh)
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