{"id":123185,"date":"2026-07-29T13:45:32","date_gmt":"2026-07-29T10:45:32","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/29\/kuresel-celik-piyasasinda-arz-fazlasi-ve-zayif-talep-baskisi-suruyor"},"modified":"2026-07-29T13:45:32","modified_gmt":"2026-07-29T10:45:32","slug":"kuresel-celik-piyasasinda-arz-fazlasi-ve-zayif-talep-baskisi-suruyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/29\/kuresel-celik-piyasasinda-arz-fazlasi-ve-zayif-talep-baskisi-suruyor\/","title":{"rendered":"K\u00fcresel \u00e7elik piyasas\u0131nda arz fazlas\u0131 ve zay\u0131f talep bask\u0131s\u0131 s\u00fcr\u00fcyor"},"content":{"rendered":"

Marba\u015f Menkul De\u011ferler’in Emtia B\u00fclteni’nde, ABD’li \u00e7elik \u00fcreticisi Nucor’un s\u0131n\u0131rl\u0131 spot arz\u0131 ve istikrarl\u0131 talebin etkisiyle haftal\u0131k s\u0131cak haddelenmi\u015f rulo (HRC) spot fiyat\u0131n\u0131 k\u0131sa ton ba\u015f\u0131na 10 dolar art\u0131rarak 1.145 dolara y\u00fckseltti\u011fi, ortak giri\u015fimi California Steel Industries’in (CSI) ise fiyat\u0131n\u0131 15 dolar art\u0131\u015fla 1.200 dolara \u00e7\u0131kard\u0131\u011f\u0131 belirtildi.<\/p>\n

Raporda, \u00c7in’de olumsuz hava ko\u015fullar\u0131n\u0131n in\u015faat projelerini aksatmas\u0131 ve talebi bask\u0131lamas\u0131 nedeniyle t\u00fcccarlar\u0131n elindeki be\u015f ana karbon \u00e7eli\u011fi \u00fcr\u00fcn\u00fc perakende stokunun haftal\u0131k bazda y\u00fczde 0,6 artarak 19,19 milyon tona y\u00fckseldi\u011fi ifade edildi. Artan \u00fcretime kar\u015f\u0131n zay\u0131flayan spot i\u015flemlerin fiyatlar\u0131 a\u015fa\u011f\u0131 \u00e7ekti\u011fi kaydedildi.<\/p>\n

Avrupa’da ise Avrupa Birli\u011fi’nin yeni ithalat kotalar\u0131 ve S\u0131n\u0131rda Karbon D\u00fczenleme Mekanizmas\u0131’n\u0131n (SKDM) deste\u011fiyle yerel s\u0131cak haddelenmi\u015f rulo \u00e7elik fiyatlar\u0131n\u0131n y\u00fckseli\u015fe ge\u00e7ti\u011fi belirtilen raporda, zay\u0131f reel t\u00fcketime ve nihai \u00fcr\u00fcn ithalat\u0131na ili\u015fkin endi\u015felere ra\u011fmen \u00fcreticilerin Kuzeybat\u0131 Avrupa’da 740-760 euro\/ton, \u0130talya’da ise 720-740 euro\/ton hedef fiyatlar\u0131na ula\u015fmay\u0131 bekledi\u011fi aktar\u0131ld\u0131.<\/p>\n

Raporda, yeni kota sisteminin ithal s\u0131cak haddelenmi\u015f rulo arz\u0131n\u0131 k\u0131s\u0131tlamas\u0131n\u0131n ham madde tedarik endi\u015felerini art\u0131rd\u0131\u011f\u0131, \u00e7elik \u00fcreticilerinin eyl\u00fcl ay\u0131 kapasitelerini doldurmas\u0131yla yerel so\u011fuk haddelenmi\u015f (CRC) ve galvanizli (HDG) rulo fiyatlar\u0131nda yukar\u0131 y\u00f6nl\u00fc seyir izlendi\u011fi ifade edildi. Yeni kota k\u0131s\u0131tlamalar\u0131 ve Asya men\u015feli sipari\u015f iptallerinin Avrupal\u0131 al\u0131c\u0131lar\u0131 yerel \u00fcreticilere y\u00f6nlendirdi\u011fi belirtilirken, Hintli \u00fcreticilerin rekabet\u00e7i fiyatlar, kota avantajlar\u0131 ve d\u00fc\u015f\u00fck karbon emisyonu g\u00fcvenceleriyle Avrupa pazar\u0131na geri d\u00f6nerek \u0130talya’ya HRC sat\u0131\u015flar\u0131 ger\u00e7ekle\u015ftirmeye ba\u015flad\u0131\u011f\u0131 kaydedildi.<\/p>\n

Raporda, Rio Tinto’nun artan demir cevheri ve bak\u0131r \u00fcretimi ile y\u00fckselen emtia fiyatlar\u0131n\u0131n etkisiyle ilk yar\u0131 net d\u00f6nem kar\u0131n\u0131 y\u00fczde 47 art\u0131rarak 6,7 milyar dolara y\u00fckseltti\u011fi ve piyasa beklentilerini a\u015ft\u0131\u011f\u0131 bildirildi.<\/p>\n

Pilbara Ports’un ise demir cevheri ve LNG ihracat\u0131ndaki art\u0131\u015f sayesinde 2025-2026 mali y\u0131l\u0131nda 804,1 milyon tonluk rekor kargo hacmine ula\u015ft\u0131\u011f\u0131 belirtildi. Raporda, Rusya’n\u0131n Ukrayna’n\u0131n Karadeniz limanlar\u0131ndaki sivil kargo gemilerine y\u00f6nelik sald\u0131r\u0131lar\u0131 nedeniyle lojistik sorunlar ya\u015fayan Metinvest ortakl\u0131\u011f\u0131ndaki Pivdenny Madencilik ve \u0130\u015fleme Tesisi’nin kaz\u0131 \u00e7al\u0131\u015fmalar\u0131n\u0131 ge\u00e7ici olarak durdurdu\u011fu ve i\u015f g\u00fcc\u00fcn\u00fc azaltt\u0131\u011f\u0131 ifade edildi.<\/p>\n

Gine’deki Simandou demir cevheri projesinin lojistik altyap\u0131s\u0131n\u0131 g\u00fc\u00e7lendirmek amac\u0131yla CSL Group’un y\u00fcksek kapasiteli ilk aktarma mekik gemisini teslim ald\u0131\u011f\u0131 belirtilirken, Avustralya’n\u0131n Pilbara b\u00f6lgesinin deniz yoluyla ta\u015f\u0131nan demir cevheri pazar\u0131ndaki hakimiyetini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, \u00c7in’in ise devlete ait CMRG \u00fczerinden sat\u0131n almalar\u0131 merkezile\u015ftirerek k\u00fcresel pazarl\u0131k g\u00fcc\u00fcn\u00fc art\u0131rmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n

Raporda, Nucor’un g\u00fc\u00e7l\u00fc yerel yat\u0131r\u0131mlar ve elveri\u015fli ticaret politikalar\u0131n\u0131n deste\u011fiyle 2026 y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131nda \u00e7elik \u00fcr\u00fcn\u00fc sevkiyat\u0131n\u0131 y\u0131ll\u0131k bazda y\u00fczde 9,3 art\u0131rarak 14,15 milyon tona \u00e7\u0131kard\u0131\u011f\u0131 bildirildi. Hindistan’\u0131n devlete ait \u00e7elik \u00fcreticisi SAIL ile Endonezya merkezli Krakatau Steel’in Endonezya’da y\u0131ll\u0131k 500 bin ton kapasiteli paslanmaz \u00e7elik slab tesisi kurmak amac\u0131yla 350 milyon dolara kadar ortak yat\u0131r\u0131m planlad\u0131\u011f\u0131 belirtilen raporda, T\u00fcrkiye’nin ise 2025 y\u0131l\u0131nda ger\u00e7ekle\u015ftirdi\u011fi 36,9 milyon ton ham \u00e7elik \u00fcretimiyle d\u00fcnyan\u0131n en b\u00fcy\u00fck yedinci \u00e7elik \u00fcreticisi oldu\u011fu ifade edildi.<\/p>\n

D\u00fcnya \u00c7elik Birli\u011fi verilerine g\u00f6re Haziran 2026’da k\u00fcresel ham \u00e7elik \u00fcretiminin y\u0131ll\u0131k bazda y\u00fczde 1,7 artarak 155,7 milyon tona ula\u015ft\u0131\u011f\u0131, ayl\u0131k bazda ise y\u00fczde 1,4 geriledi\u011fi aktar\u0131ld\u0131. 2026 y\u0131l\u0131n\u0131n ilk alt\u0131 ay\u0131nda k\u00fcresel ham \u00e7elik \u00fcretiminin 931,5 milyon ton olarak ger\u00e7ekle\u015fti\u011fi ve bu rakam\u0131n ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 0,7 art\u0131\u015fa i\u015faret etti\u011fi kaydedildi.
Raporda, \u00c7in’in \u00e7elik sekt\u00f6r\u00fcn\u00fcn ikinci \u00e7eyrekte 35,11 milyar yuan kar elde ederek ilk \u00e7eyrekteki zarardan \u00e7\u0131kmas\u0131na ra\u011fmen, ilk yar\u0131 genelindeki kar\u0131n\u0131n y\u0131ll\u0131k bazda y\u00fczde 25 d\u00fc\u015f\u00fc\u015fle 31,77 milyar yuan seviyesinde kald\u0131\u011f\u0131 belirtildi.<\/p>\n

K\u00fcresel elektrik \u00e7eli\u011fi pazar\u0131n\u0131n 2025 y\u0131l\u0131nda 60,4 milyar dolar b\u00fcy\u00fckl\u00fc\u011fe ula\u015ft\u0131\u011f\u0131 ifade edilen raporda, pazar\u0131n 2026-2035 d\u00f6neminde y\u0131ll\u0131k bile\u015fik y\u00fczde 7,8 b\u00fcy\u00fcme kaydetmesinin beklendi\u011fi aktar\u0131ld\u0131. OECD \u00c7elik G\u00f6r\u00fcn\u00fcm\u00fc 2026 raporuna g\u00f6re k\u00fcresel \u00e7elik sekt\u00f6r\u00fcndeki fazla kapasitenin 2028 y\u0131l\u0131na kadar 745 milyon tona ula\u015fmas\u0131n\u0131n beklendi\u011fi belirtilen raporda, a\u015f\u0131r\u0131 kapasite sorununun \u00f6n\u00fcm\u00fczdeki y\u0131llarda daha da b\u00fcy\u00fcyece\u011fine dikkat \u00e7ekildi.<\/p>\n

Raporda de\u011ferlendirme b\u00f6l\u00fcm\u00fcnde ise demir cevheri fiyatlar\u0131n\u0131n 100 dolar seviyesinin alt\u0131nda kalmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, ba\u015fta s\u0131cak haddelenmi\u015f rulo (HRC) olmak \u00fczere \u00e7elik \u00fcr\u00fcnlerinde zay\u0131f fiyat seyrinin devam etti\u011fi ifade edildi. \u00c7in’de ham \u00e7elik \u00fcretimi gerilerken cevher ithalat\u0131n\u0131n g\u00fc\u00e7l\u00fc kalmas\u0131n\u0131n hem demir cevheri hem de \u00e7elik \u00fcr\u00fcn fiyatlar\u0131 \u00fczerindeki bask\u0131y\u0131 canl\u0131 tuttu\u011fu belirtilirken, Hindistan’\u0131n artan \u00fcretim ve ihracat hamleleriyle k\u00fcresel arz dengesi \u00fczerindeki etkisinin belirginle\u015fti\u011fi ve rekabet bask\u0131s\u0131n\u0131 derinle\u015ftirdi\u011fi kaydedildi.<\/p>\n

<\/strong>
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"

\u0130stanbul, 29 Temmuz (Hibya) \u2013 Marba\u015f Menkul De\u011ferler, Emtia B\u00fclteni’nde k\u00fcresel \u00e7elik piyasas\u0131nda arz fazlas\u0131 ve zay\u0131f talebin fiyatlar \u00fczerindeki bask\u0131s\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc, demir cevheri fiyatlar\u0131n\u0131n ise 100 dolar seviyesinin alt\u0131nda kalmaya devam etti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":123186,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-123185","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/123185","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=123185"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/123185\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/123186"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=123185"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=123185"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=123185"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}