Marba\u015f Menkul De\u011ferler’in analizine g\u00f6re, kurumun analizine g\u00f6re, 6 Mart itibar\u0131yla ortalama etilen\u2013nafta makas\u0131 \u00f6nceki haftaya k\u0131yasla yakla\u015f\u0131k y\u00fczde 87 azalarak 20 dolar seviyesine geriledi.<\/p>\n
Marba\u015f Menkul De\u011ferler, marjlardaki daralman\u0131n temel nedenleri aras\u0131nda jeopolitik geli\u015fmeler ve ham madde tedarikine y\u00f6nelik endi\u015felerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 ifade etti. \u00d6zellikle Orta Do\u011fu\u2019daki gerilimin nafta arz\u0131n\u0131 etkileyebilece\u011fine dair beklentilerin sekt\u00f6rde belirsizlik yaratt\u0131\u011f\u0131 vurguland\u0131.<\/p>\n
Kurumun de\u011ferlendirmesinde, Japon enerji \u015firketi Idemitsu Kosan\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki olas\u0131 aksakl\u0131klar\u0131n devam etmesi durumunda iki fabrikada \u00fcretimi durdurabilece\u011fi y\u00f6n\u00fcndeki uyar\u0131s\u0131na da dikkat \u00e7ekildi. B\u00f6yle bir senaryonun Japonya\u2019n\u0131n etilen \u00fcretim kapasitesinin yakla\u015f\u0131k y\u00fczde 16\u2019s\u0131n\u0131 riske atabilece\u011fi belirtildi. Mitsubishi Chemical\u2019\u0131n da Orta Do\u011fu\u2019dan ham madde tedarikinde ya\u015fanabilecek sorunlara kar\u015f\u0131 \u00f6nlem olarak etilen \u00fcretimini azaltt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Avrupa nafta piyasalar\u0131nda da Orta Do\u011fu kaynakl\u0131 arz endi\u015felerinin etkili oldu\u011fu ifade edilen de\u011ferlendirmede, ABD-\u0130srail ile \u0130ran aras\u0131ndaki gerilimin rafineri \u00fcretimlerini k\u0131s\u0131tlama ihtimali nedeniyle piyasalarda arz bask\u0131s\u0131n\u0131n artt\u0131\u011f\u0131 kaydedildi. Hindistan\u2019da b\u00fcy\u00fck nafta al\u0131c\u0131lar\u0131ndan Haldia Petrochemicals\u2019\u0131n da son geli\u015fmelerin ard\u0131ndan i\u00e7 piyasaya y\u00f6neldi\u011fi bilgisi payla\u015f\u0131ld\u0131.<\/p>\n
Marba\u015f Menkul De\u011ferler, k\u00fcresel kimya sekt\u00f6r\u00fcn\u00fcn y\u00fcksek faiz oranlar\u0131, imalat sanayisindeki daralma ve ticaret politikalar\u0131ndaki belirsizlikler nedeniyle yakla\u015f\u0131k d\u00f6rt y\u0131ld\u0131r durgunluk i\u00e7inde bulundu\u011funu belirtti. Kuruma g\u00f6re, k\u00fcresel etilen ve polietilen piyasas\u0131nda arz fazlas\u0131n\u0131n etkisinin devam etmesi ve d\u00f6ng\u00fcn\u00fcn en erken 2028 y\u0131l\u0131nda dip seviyeye ula\u015fmas\u0131 bekleniyor.<\/p>\n
\u00d6te yandan k\u00fcresel etilen pazar\u0131n\u0131n b\u00fcy\u00fcmeye devam edece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor. De\u011ferlendirmede, pazar b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fcn 2025 y\u0131l\u0131nda 154 milyar dolar\u0131 a\u015ft\u0131\u011f\u0131, 2026\u20132035 d\u00f6neminde y\u0131ll\u0131k ortalama y\u00fczde 5,64 b\u00fcy\u00fcyerek 2035 y\u0131l\u0131na kadar yakla\u015f\u0131k 266 milyar dolara ula\u015fmas\u0131n\u0131n beklendi\u011fi ifade edildi.<\/p>\n
Marba\u015f Menkul De\u011ferler, sekt\u00f6rde marjlar\u0131n zay\u0131f seyretmesinde zay\u0131f talep, nafta fiyatlar\u0131ndaki y\u00fckseli\u015f ve \u00f6zellikle 2026 y\u0131l\u0131nda h\u0131zlanmas\u0131 beklenen yat\u0131r\u0131mlar\u0131n yaratabilece\u011fi arz fazlas\u0131 endi\u015felerinin etkili oldu\u011funu belirtti.<\/p>\n
Kurum, jeopolitik geli\u015fmelerin ve yeni arz y\u00f6nl\u00fc haber ak\u0131\u015flar\u0131n\u0131n fiyatlar \u00fczerinde bask\u0131 olu\u015fturmaya devam etti\u011fini ifade ederken, H\u00fcrm\u00fcz Bo\u011faz\u0131 kaynakl\u0131 tedarik risklerinin \u00fcretim k\u0131s\u0131tlar\u0131n\u0131 g\u00fcndeme getirdi\u011fini kaydetti. Bununla birlikte Platts endeksinde g\u00f6r\u00fclen y\u00fckseli\u015fin baz\u0131 \u00fcr\u00fcnlerde dengeleyici etki yaratabilece\u011fi de\u011ferlendirmesinde bulunuldu.<\/p>\n
Marba\u015f Menkul De\u011ferler, ABD\u2019nin \u0130ran\u2019a y\u00f6nelik sava\u015f\u0131n sona yakla\u015fabilece\u011fine ili\u015fkin a\u00e7\u0131klamalar\u0131n\u0131n piyasalarda k\u0131smi normalle\u015fme yaratt\u0131\u011f\u0131n\u0131 ancak sekt\u00f6rde fiyatlamalar\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde jeopolitik geli\u015fmelere ba\u011fl\u0131 kalmaya devam edece\u011fini belirtti.<\/p>\n
<\/strong> \u0130stanbul, 10 Mart (Hibya) – Marba\u015f Menkul De\u011ferler, jeopolitik geli\u015fmelerin petrokimya sekt\u00f6r\u00fc \u00fczerindeki etkilerine ili\u015fkin de\u011ferlendirmesinde, etilen\u2013nafta marjlar\u0131nda belirgin bir daralma ya\u015fand\u0131\u011f\u0131n\u0131 belirtti. <\/p>\n","protected":false},"author":1,"featured_media":59184,"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-59183","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\/59183","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=59183"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/59183\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/59184"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=59183"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=59183"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=59183"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"