Marba\u015f Menkul De\u011ferler\u2019in raporunda \u00c7inli \u00e7elik \u00fcreticilerinin, uzun s\u00fcrecek tatil d\u00f6nemi \u00f6ncesinde faaliyetlerini azaltt\u0131\u011f\u0131, sekt\u00f6r\u00fcn, hem y\u00fcksek f\u0131r\u0131nlar\u0131n hem de elektrik ark ocaklar\u0131n\u0131n planl\u0131 bak\u0131ma al\u0131nmas\u0131yla mevsimsel bir duru\u015f d\u00f6nemine girdi\u011fi belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
\u201c\u00c7in'in \u00fcretimde geri \u00e7ekildi\u011fi bir ortamda, Hindistan hem AB'deki karbon vergilerinden ka\u00e7mak hem de pazar pay\u0131n\u0131 art\u0131rmak i\u00e7in rotas\u0131n\u0131 Orta Do\u011fu ve Afrika'ya k\u0131r\u0131yor.<\/p>\n
Shanghai Metals Market, limanlardan mal \u00e7\u0131k\u0131\u015f h\u0131z\u0131ndaki art\u0131\u015f\u0131n arz bask\u0131s\u0131n\u0131 bir miktar hafifletti\u011fini ancak liman stoklar\u0131n\u0131n hala y\u00fcksek seviyelerde oldu\u011funu belirtti. Hen\u00fcz stok erimesi i\u00e7in net bir k\u0131r\u0131lma noktas\u0131 g\u00f6r\u00fclm\u00fcyor.<\/p>\n
\u00c7in limanlar\u0131ndaki demir cevheri stoklar\u0131 160 milyon tonun \u00fczerine \u00e7\u0131karak \u015eubat 2022'den bu yana g\u00f6r\u00fclen en y\u00fcksek seviyeye ula\u015ft\u0131.<\/p>\n
D\u00fcnyan\u0131n en b\u00fcy\u00fck demir cevheri ihracat liman\u0131 olan Port Hedland, Mitchell Kas\u0131rgas\u0131 tehdidi nedeniyle Cuma g\u00fcn\u00fc bo\u015falt\u0131lm\u0131\u015ft\u0131. Ancak f\u0131rt\u0131nan\u0131n y\u00f6n de\u011fi\u015ftirmesi ve riskin azalmas\u0131yla 8 \u015eubat 2026 itibar\u0131yla operasyonlar tekrar ba\u015flad\u0131<\/p>\n
2026 y\u0131l\u0131 piyasas\u0131na y\u00f6nelik g\u00f6r\u00fcn\u00fcm, arz artmaya devam ederken talebin d\u00fc\u015f\u00fck kalmas\u0131n\u0131n beklenmesi nedeniyle daha zay\u0131f bir fiyat\u0131 i\u015faret etti\u011fi g\u00f6r\u00fclmektedir.<\/p>\n
Demir cevheri i\u00e7in \u00fcretimin hem mevcut madenciler hem de yeni kapasitelerin devreye girmesiyle birlikte 2025 y\u0131l\u0131nda y\u00fczde 3,4 artt\u0131\u011f\u0131n\u0131 ve 2026 y\u0131l\u0131nda ise y\u00fczde 4,5 daha artaca\u011f\u0131n\u0131 tahmin edilmektedir.<\/p>\n
Sekt\u00f6rdeki son geli\u015fmelere bakt\u0131\u011f\u0131m\u0131zda \u00c7in tatili \u00f6ncesinde arz y\u00f6nl\u00fc art\u0131\u015flar\u0131n meydana geldi\u011fini izlesek de stoklar\u0131n y\u00fcksek olmas\u0131ndan kaynaklanan fiyat bask\u0131s\u0131n\u0131n da s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6rmekteyiz. \u0130\u00e7 tarafta halka a\u00e7\u0131k \u015firketlerimizde maj\u00f6r CBAM etkisi g\u00f6rmesek de sekt\u00f6r\u00fcn genelinde CBAM\u2019da s\u0131k\u0131la\u015fman\u0131n artmas\u0131na paralel olarak Hindistan gibi \u00fclkeler AB\u2019den Afrika \u2013 Orta Do\u011fu b\u00f6lgesine yo\u011funla\u015ft\u0131\u011f\u0131n\u0131 bunun da oyuncular\u0131m\u0131z i\u00e7in rekabet ortam\u0131n\u0131 artt\u0131rd\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz.<\/p>\n
\u00c7in\u2019in bak\u0131r ihracat\u0131na bakt\u0131\u011f\u0131m\u0131z zaman Ekim ay\u0131nda 6 kattan fazla y\u00fckseli\u015f g\u00f6sterdi\u011fini g\u00f6r\u00fcyoruz. Y\u0131ll\u0131k olarak bak\u0131r ihracat\u0131na bakt\u0131\u011f\u0131m\u0131zda ise 2024\u2019\u00fcn de \u00fczerinde ger\u00e7ekle\u015fti\u011fini g\u00f6rmekteyiz.<\/p>\n
\u00c7in Hidrometalurji Sanayicileri Derne\u011fi, 2026 y\u0131l\u0131nda rafine bak\u0131r \u00fcretiminin y\u00fczde 5 artmas\u0131n\u0131 bekliyor. Bu rakam, 2025'teki b\u00fcy\u00fcme h\u0131z\u0131n\u0131n yar\u0131s\u0131 anlam\u0131na geliyor.<\/p>\n
Fiyatlar\u0131n tamamen \u00e7\u00f6kmesini engelleyen ana g\u00fc\u00e7; enerji d\u00f6n\u00fc\u015f\u00fcm\u00fc (ye\u015fil enerji) ve AI tabanl\u0131 veri merkezlerinin devasa bak\u0131r ihtiyac\u0131 olmaya devam ediyor.<\/p>\n
Bak\u0131r fiyatlar\u0131nda oldu\u011fu gibi arz y\u00f6nl\u00fc endi\u015felerin al\u00fcminyum fiyatlar\u0131 \u00fczerinde de pozitif y\u00f6nl\u00fc etki olu\u015fturdu\u011funu izlemekteyiz. Arz ko\u015fullar\u0131n\u0131n s\u0131k\u0131la\u015fmas\u0131yla 2026 fiyat tahmini 2.850 USD\/Ton seviyesine y\u00fckseltilmi\u015ftir.\u201d<\/p>\n
<\/strong> \u0130stanbul, 10 \u015eubat (Hibya) – Marba\u015f Menkul De\u011ferler, \u00c7inli \u00e7elik \u00fcreticilerinin, uzun s\u00fcrecek tatil d\u00f6nemi \u00f6ncesinde faaliyetlerini azaltt\u0131\u011f\u0131n\u0131, sekt\u00f6r\u00fcn, hem y\u00fcksek f\u0131r\u0131nlar\u0131n hem de elektrik ark ocaklar\u0131n\u0131n planl\u0131 bak\u0131ma al\u0131nmas\u0131yla mevsimsel bir duru\u015f d\u00f6nemine girdi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":45201,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-45200","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/45200","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=45200"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/45200\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/45201"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=45200"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=45200"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=45200"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"