Marba\u015f Menkul De\u011ferler'in raporunda, 27 \u015eubat itibar\u0131yla ortalama Etilen-Nafta makas\u0131n\u0131n ge\u00e7ti\u011fimiz haftaya g\u00f6re y\u00fczde 10.7 azal\u0131\u015f g\u00f6stererek 154 dolar band\u0131na geriledi\u011fi belirtildi. Marjlardaki daralman\u0131n jeopolitik etkilerden kaynakland\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcl\u00fcrken \u015fu bilgiler vereildi:<\/p>\n
“Sabic i\u015ftiraki Petrokemya, Suudi Arabistan\u2019\u0131n Jubail kentinde y\u0131ll\u0131k 4.000 ton kapasiteli yeni bir etilen oksit kataliz\u00f6r\u00fc \u00fcretim \u00fcnitesi in\u015fa etmesi i\u00e7in \u00c7inli bir y\u00fcklenici ile anla\u015ft\u0131.<\/p>\n
Arz endi\u015feleriyle Asya'da nafta marj\u0131 son d\u00f6rt y\u0131l\u0131n zirvesine ula\u015ft\u0131.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131 yak\u0131nlar\u0131ndaki gemi sald\u0131r\u0131lar\u0131 sonras\u0131 sigortac\u0131lar\u0131n b\u00f6lge kapsam\u0131n\u0131 iptal etmesi, nakliye ekonomisini do\u011frudan etkilemi\u015ftir.<\/p>\n
Arz s\u00fcreklili\u011fine dair belirsizlik, depolama kapasitesi olan al\u0131c\u0131lar\u0131 stok yapmaya itmekte, bu da k\u0131sa vadeli talebi ve primleri daha da y\u00fckseltmektedir.<\/p>\n
Hindistan'\u0131n en b\u00fcy\u00fck nafta al\u0131c\u0131lar\u0131ndan biri olan Haldia Petrochemicals (HPL), Orta Do\u011fu'daki g\u00fcncel gerilimlerin ard\u0131ndan stratejik bir hamle yaparak i\u00e7 piyasaya y\u00f6neldi.<\/p>\n
G\u00fcney Kore Sanayi Bakanl\u0131\u011f\u0131; \u0130ran\u2019daki durumun uzamas\u0131 halinde nafta tedarikinde aksamalar ya\u015fanabilece\u011fine dair endi\u015feler var.<\/p>\n
Y\u00fcksek faiz oranlar\u0131, imalat sekt\u00f6r\u00fcndeki daralma ve ticaret politikalar\u0131ndaki belirsizlik nedeniyle k\u00fcresel kimya piyasas\u0131 d\u00f6rd\u00fcnc\u00fc y\u0131l\u0131na giren bir durgunluk i\u00e7inde. Arz Fazlas\u0131 k\u00fcresel etilen ve polietilen d\u00f6ng\u00fcs\u00fcn\u00fcn en erken 2028 y\u0131l\u0131na kadar dip noktas\u0131na ula\u015famayabilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
K\u00fcresel etilen pazar\u0131 b\u00fcy\u00fckl\u00fc\u011f\u00fc 2025 y\u0131l\u0131nda 154,12 milyar dolar\u0131 a\u015fm\u0131\u015f olup, 2026-2035 y\u0131llar\u0131 aras\u0131nda y\u0131ll\u0131k bile\u015fik b\u00fcy\u00fcme oran\u0131n\u0131n (CAGR) y\u00fczde 5,64 olmas\u0131 ve 2035 y\u0131l\u0131na kadar yakla\u015f\u0131k 266,81 milyar dolara ula\u015fmas\u0131 beklenmektedir.<\/p>\n
Etilen piyasas\u0131 hacminin y\u00fczde + 1,1 CAGR ile b\u00fcy\u00fcyerek 2035'e kadar 163 milyon tona ula\u015fmas\u0131, piyasa de\u011ferinin ise y\u00fczde + 1,9 CAGR ile 241 milyar dolara y\u00fckselmesi bekleniyor.<\/p>\n
S\u00f6z konusu geli\u015fmelere bakt\u0131\u011f\u0131m\u0131zda \u00f6zellikle yeni arz y\u00f6nl\u00fc haber ak\u0131\u015flar\u0131n\u0131n fiyatlar \u00fczerinde bask\u0131 unsuru olmaya devam etti\u011fini izlerken jeopolitik geli\u015fmelerin de sekt\u00f6r\u00fc ekstra bask\u0131lad\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz. A\u015fa\u011f\u0131da belirtilen yumu\u015fak ini\u015f senaryosundan g\u00f6rece uzakla\u015f\u0131ld\u0131\u011f\u0131n\u0131 izlerken talep y\u00f6nl\u00fc sorunlar\u0131 da ekledi\u011fimizde 2026 y\u0131l\u0131n\u0131n da zorlu ko\u015fullar alt\u0131nda ge\u00e7mesini beklemekteyiz. Ek olarak g\u00fcncel marjlar\u0131n nafta y\u00fckseli\u015fi sonras\u0131nda 120 dolar band\u0131na do\u011fru yak\u0131nsad\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz. Etilen nafta makas\u0131nda negatif y\u00f6nl\u00fc seyir olsa da STAR Rafinerisinin etkisinin pozitif yans\u0131malar\u0131n\u0131 g\u00f6rmeyi beklemekteyiz.”<\/p>\n
<\/strong> \u0130stanbul, 3 Mart (Hibya) – Marba\u015f Menkul De\u011ferler, arz endi\u015feleriyle Asya’da nafta marj\u0131 son d\u00f6rt y\u0131l\u0131n zirvesine ula\u015ft\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":55526,"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-55525","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\/55525","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=55525"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/55525\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/55526"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=55525"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=55525"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=55525"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"