Marba\u015f Menkul De\u011ferler taraf\u0131ndan yay\u0131mlanan Emtia – Demir \u00c7elik B\u00fclteni\u2019nde, Nucor\u2019un s\u0131k\u0131 arz ve d\u00fc\u015f\u00fck ithalat\u0131n destekledi\u011fi ABD yass\u0131 \u00e7elik piyasas\u0131nda HRC spot fiyat\u0131n\u0131 \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc haftada art\u0131rarak 1.170 dolar\/k\u0131sa ton seviyesine y\u00fckseltti\u011fi belirtildi.<\/p>\n
ABD\u2019de sonbahar-k\u0131\u015f d\u00f6neminde planlanan bak\u0131m kesintilerinin 1 milyon k\u0131sa tonun \u00fczerinde \u00fcretimi etkilemesinin beklendi\u011fi, d\u00fc\u015f\u00fck stoklar, 8-12 haftaya uzayan teslimat s\u00fcreleri ve istikrarl\u0131 talebin HRC fiyatlar\u0131n\u0131 desteklemeye devam etti\u011fi aktar\u0131ld\u0131.<\/p>\n
\u00c7in’de in\u015faat \u00e7eli\u011fi talebinin olumsuz hava ko\u015fullar\u0131 y\u00fcz\u00fcnden Temmuz ay\u0131nda d\u00fc\u015f\u00fc\u015f g\u00f6sterse de altyap\u0131 projelerinin etkisi ve hafifleyen s\u0131cakl\u0131klar\u0131n deste\u011fiyle A\u011fustos ay\u0131nda y\u00fczde 1,5 oran\u0131nda toparlanmas\u0131n\u0131n beklendi\u011fi ifade edildi. AB HRC piyasas\u0131nda yaz tatilinin sona ermesiyle birlikte s\u0131k\u0131 arz ve g\u00fc\u00e7l\u00fc sipari\u015flerin etkisiyle fiyatlar\u0131n y\u00fckseli\u015fe ge\u00e7ti\u011fi, Asya HRC piyasas\u0131nda ise artan hammadde maliyetleri, g\u00fc\u00e7l\u00fc sezon beklentileri ve baz\u0131 \u00fcreticilerdeki bak\u0131m kaynakl\u0131 arz k\u0131s\u0131tlar\u0131n\u0131n fiyatlar\u0131 yukar\u0131 y\u00f6nl\u00fc destekledi\u011fi kaydedildi.<\/p>\n
Avrupa HRC piyasas\u0131n\u0131n yaz tatili nedeniyle sakin seyretti\u011fi, azalan stoklar ve s\u0131k\u0131la\u015fan ithalat ko\u015fullar\u0131n\u0131n Eyl\u00fcl ay\u0131nda talep ve fiyatlar\u0131n g\u00fc\u00e7lenebilece\u011fi beklentisini art\u0131rd\u0131\u011f\u0131 belirtildi. \u00c7in’in Jiangsu\u2019da yakla\u015f\u0131k 150 milyon dolar yat\u0131r\u0131mla y\u0131ll\u0131k 3 milyon ton demir cevheri i\u015fleme kapasitesine sahip yeni bir tedarik ve i\u015fleme \u00fcss\u00fcn\u00fc devreye ald\u0131\u011f\u0131 aktar\u0131ld\u0131. \u00c7in\u2019in ana limanlar\u0131ndaki demir cevheri stoklar\u0131 gerilerken sevkiyatlar\u0131n artmas\u0131n\u0131n, \u00e7elik \u00fcreticilerinin stok yenileme faaliyetlerinin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti\u011fi ifade edildi.<\/p>\n
\u00c7in\u2019de \u00e7elik \u00fcretiminin gerilemeye devam etti\u011fi, y\u0131l\u0131n ilk yedi ay\u0131nda demir cevheri ithalat\u0131n\u0131n artmas\u0131n\u0131n ise g\u00fc\u00e7l\u00fc hammadde talebinin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti\u011fi belirtildi. BMI\u2019\u0131n, \u00c7in\u2019de zay\u0131f \u00e7elik talebi ve g\u00fc\u00e7l\u00fc k\u00fcresel arz g\u00f6r\u00fcn\u00fcm\u00fc nedeniyle demir cevheri fiyat tahminini a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize ederken uzun vadede fiyatlarda kademeli d\u00fc\u015f\u00fc\u015f bekledi\u011fi kaydedildi. Hindistan\u2019da demir cevheri \u00fcretiminin Temmuz ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 29,5 artarken \u00e7elik \u00fcretimindeki b\u00fcy\u00fcmenin y\u00fczde 2,9\u2019a yava\u015flad\u0131\u011f\u0131 aktar\u0131ld\u0131. \u00c7in\u2019in demir cevheri ithalat\u0131n\u0131n Temmuz ay\u0131nda daralan \u00e7elik marjlar\u0131 ve bak\u0131m kaynakl\u0131 zay\u0131flayan talep nedeniyle ayl\u0131k bazda y\u00fczde 4 geriledi\u011fi belirtildi.<\/p>\n
Samarco\u2019nun 2,7 milyar dolar yat\u0131r\u0131mla 2028\u2019de tam kapasiteye d\u00f6nerek d\u00fcnyan\u0131n en b\u00fcy\u00fck ikinci demir cevheri pelet ihracat\u00e7\u0131s\u0131 konumunu yeniden kazanmay\u0131 hedefledi\u011fi ifade edildi. K\u00fcresel ham \u00e7elik \u00fcretiminin Temmuz ay\u0131nda y\u00fczde 0,3 geriledi\u011fi, \u00c7in\u2019in \u00fcretiminin y\u00fczde 3,6 d\u00fc\u015f\u00fc\u015fle 76,9 milyon tona indi\u011fi belirtildi. T\u00fcrkiye\u2019nin \u00fcretiminin ise y\u00fczde 7 art\u0131\u015fla 3,4 milyon tona, ilk yedi ayda y\u00fczde 7,9 art\u0131\u015fla 23,2 milyon tona y\u00fckseldi\u011fi aktar\u0131ld\u0131. Kanada\u2019n\u0131n, ABD\u2019nin yeni tarifelerine kar\u015f\u0131l\u0131k ABD men\u015feli \u00e7elik ve al\u00fcminyum \u00fcr\u00fcnlerine uygulad\u0131\u011f\u0131 misilleme vergisini y\u00fczde 50\u2019ye \u00e7\u0131kar\u0131rken \u00f6nlemlerin y\u0131ll\u0131k 20 milyar dolar tutar\u0131nda ABD ihracat\u0131n\u0131 etkilemesinin beklendi\u011fi kaydedildi.<\/p>\n
\u00c7in\u2019de imalat sekt\u00f6r\u00fcn\u00fcn \u00e7elik talebinin 2026\u2019da y\u0131ll\u0131k bazda y\u00fczde 3,3 artmas\u0131n\u0131n beklendi\u011fi, g\u00fc\u00e7l\u00fc ihracat\u0131n emlak ve altyap\u0131 kaynakl\u0131 zay\u0131fl\u0131\u011f\u0131 k\u0131smen dengelemesinin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi. Avrupa\u2019da ham \u00e7elik \u00fcretiminin Temmuz\u2019da toparland\u0131\u011f\u0131, AB HRC marjlar\u0131n\u0131n uzun vadeli ortalaman\u0131n belirgin \u00fczerine \u00e7\u0131kmas\u0131n\u0131n \u00fcreticiler i\u00e7in daha destekleyici bir k\u00e2rl\u0131l\u0131k ortam\u0131 olu\u015fturdu\u011fu ifade edildi.<\/p>\n
B\u00fcltene g\u00f6re, bu haftan\u0131n veri ak\u0131\u015f\u0131nda \u00fcr\u00fcn fiyatlar\u0131 taraf\u0131nda toparlanma sinyallerinin g\u00fc\u00e7lendi\u011fi, ABD’de s\u0131k\u0131 arz ve d\u00fc\u015f\u00fck stoklar\u0131n fiyat art\u0131\u015flar\u0131n\u0131 desteklemeye devam etti\u011fi, Avrupa’da ise yaz d\u00f6neminin sona ermesiyle fiyatlar\u0131n yukar\u0131 y\u00f6nl\u00fc seyre ge\u00e7ti\u011fi belirtildi. Fiyatlar taraf\u0131nda dip seviyelerin geride kalmaya ba\u015flad\u0131\u011f\u0131na dair sinyallerin artt\u0131\u011f\u0131 de\u011ferlendirildi.<\/p>\n
Hammadde cephesinde g\u00f6r\u00fcn\u00fcm\u00fcn ayr\u0131\u015ft\u0131\u011f\u0131 belirtilen b\u00fcltende, \u00c7in’de \u00e7elik \u00fcretiminin gerilemesine kar\u015f\u0131n cevher ithalat\u0131n\u0131n g\u00fc\u00e7l\u00fc kalmas\u0131n\u0131n stok yenileme kaynakl\u0131 de\u011ferlendirildi\u011fi, artan k\u00fcresel arz\u0131n orta vadede cevher fiyatlar\u0131 \u00fczerinde bask\u0131 unsuru olmaya devam edece\u011finin d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
T\u00fcrkiye taraf\u0131nda ise ham \u00e7elik \u00fcretiminin art\u0131\u015f\u0131n\u0131 s\u00fcrd\u00fcrerek k\u00fcresel g\u00f6r\u00fcn\u00fcmden olumlu y\u00f6nde ayr\u0131\u015ft\u0131\u011f\u0131 belirtildi. K\u0131sa vadede arz s\u0131k\u0131l\u0131\u011f\u0131 ve stok yenilemenin \u00fcr\u00fcn fiyatlar\u0131n\u0131 desteklemesinin beklendi\u011fi, ticaret politikalar\u0131n\u0131n sekt\u00f6r g\u00f6r\u00fcn\u00fcm\u00fcnde belirleyici olmaya devam edece\u011finin d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fc ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 27 A\u011fustos (Hibya) \u2013 Marba\u015f Menkul De\u011ferler, son geli\u015fmeler ve fiyatlar \u00fczerindeki ak\u0131\u015fa bak\u0131ld\u0131\u011f\u0131nda \u00fcr\u00fcn fiyatlar\u0131nda toparlanma sinyallerinin g\u00fc\u00e7lendi\u011fini, hammadde taraf\u0131nda ise bask\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":139397,"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-139396","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\/139396","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=139396"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/139396\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/139397"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=139396"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=139396"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=139396"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"