A1 Capital’in raporunda, ABD ve Avrupa ile ba\u011flant\u0131l\u0131 gemilere y\u00f6nelik son sald\u0131r\u0131lar\u0131n, \u0130ran ile ABD-\u0130srail g\u00fc\u00e7leri aras\u0131ndaki \u00e7at\u0131\u015fmada bir t\u0131rman\u0131\u015fa i\u015faret etti\u011fi ve \u00e7at\u0131\u015fmalar\u0131n ba\u015flamas\u0131ndan bu yana b\u00f6lgede vurulan gemi say\u0131s\u0131n\u0131 en az 16’ya \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. \u0130ran askeri komutanl\u0131\u011f\u0131n\u0131n, \u0130srail’e ve Orta Do\u011fu’daki \u00e7e\u015fitli hedeflere ate\u015f a\u00e7t\u0131ktan sonra yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, d\u00fcnyan\u0131n petrol\u00fcn varil fiyat\u0131n\u0131n 200 dolara ula\u015fmas\u0131na haz\u0131rl\u0131kl\u0131 olmas\u0131 gerekti\u011fi aktar\u0131l\u0131rken raporda \u015fu bilgiler verildi:<\/p>\n
“Tahran’daki bir bankan\u0131n \u015fubesine gece saatlerinde d\u00fczenlenen sald\u0131r\u0131n\u0131n ard\u0131ndan \u0130ran askeri komutanl\u0131\u011f\u0131n\u0131n s\u00f6zc\u00fcs\u00fc \u0130brahim Zolfakari, \u0130ran’\u0131n ABD veya \u0130srail ile i\u015f yapan bankalara sald\u0131r\u0131larla kar\u015f\u0131l\u0131k verece\u011fini, Ortado\u011fu genelindeki insanlar\u0131n bankalardan 1000 metre uzak durmas\u0131 gerekti\u011fini de s\u00f6zlerine ekledi.<\/p>\n
Uluslararas\u0131 Enerji Ajans\u0131, ABD-\u0130srail-\u0130ran sava\u015f\u0131 nedeniyle arz \u015foklar\u0131ndan kaynaklanan petrol fiyatlar\u0131ndaki art\u0131\u015f\u0131 kontrol alt\u0131na almak amac\u0131yla, tarihindeki en b\u00fcy\u00fck ad\u0131m olan 400 milyon varil petrol\u00fcn serbest b\u0131rak\u0131lmas\u0131na karar verdi. IEA \u00fcyesi \u00fclkeler 1,2 milyar varilden fazla acil durum petrol sto\u011funa sahipken, h\u00fck\u00fcmet y\u00fck\u00fcml\u00fcl\u00fc\u011f\u00fc alt\u0131nda end\u00fcstri stoklar\u0131nda da 600 milyon varil daha bulunmaktad\u0131r.<\/p>\n
Ancak piyasalar, Uluslararas\u0131 Enerji Ajans\u0131’n\u0131n (IEA) plan\u0131n\u0131n \u00e7at\u0131\u015fma nedeniyle bloke edilen petrol hacmini telafi edip edemeyece\u011finden \u015f\u00fcphe duydu\u011fu i\u00e7in petrol fiyatlar\u0131 d\u00fcn toparland\u0131. \u00c7\u00fcnk\u00fc; E\u011fer \u00f6n\u00fcm\u00fczdeki ay 100 milyon varil petrol serbest b\u0131rak\u0131l\u0131rsa, g\u00fcnl\u00fck \u00fcretim h\u0131z\u0131 yakla\u015f\u0131k 3,3 milyon varile ula\u015facak; bu da \u0130ran ve Umman aras\u0131ndaki H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n fiilen kapal\u0131 olmas\u0131 nedeniyle \u015fu anda ya\u015fanan g\u00fcnl\u00fck yakla\u015f\u0131k 20 milyon varillik \u00fcretim kesintisinin \u00e7ok k\u00fc\u00e7\u00fck bir k\u0131sm\u0131n\u0131 olu\u015fturuyor.<\/p>\n
G7 \u00fcyesi Japonya, Uluslararas\u0131 Enerji Ajans\u0131’n\u0131n (IEA) koordineli uluslararas\u0131 rezerv sal\u0131n\u0131m\u0131 i\u00e7in resmi onay\u0131n\u0131 beklemek yerine, \u00f6ncelikle k\u00fcresel enerji piyasas\u0131ndaki arz ve talebi rahatlatmak i\u00e7in harekete ge\u00e7erek ve rezervlerinden yakla\u015f\u0131k 80 milyon varil petrol\u00fc bu ay\u0131n 16’s\u0131ndan itibaren piyasaya s\u00fcrmeyi planlad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. ABD Enerji Bakan\u0131 Chris Wright, Trump’\u0131n gelecek haftadan itibaren ABD Stratejik Petrol Rezervinden 172 milyon varil petrol\u00fcn serbest b\u0131rak\u0131lmas\u0131na yetki verdi\u011fini s\u00f6yledi.<\/p>\n
Bu arada ABD Enerji Bilgi \u0130daresi de yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, ge\u00e7en hafta ABD ham petrol stoklar\u0131n\u0131n artt\u0131\u011f\u0131n\u0131, yak\u0131t stoklar\u0131n\u0131n ise d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc belirtti. Bu durum da, \u0130ran ile sava\u015f\u0131n k\u00fcresel ticareti ve arz\u0131 alt \u00fcst etmesi nedeniyle benzin ve dizel fiyatlar\u0131n\u0131n artmaya devam edece\u011fi endi\u015fesiyle benzin ve dizel talebinin artmas\u0131ndan kaynaklan\u0131yor. Talep g\u00f6stergesi olarak kabul edilen toplam \u00fcr\u00fcn arz\u0131, ge\u00e7en hafta 19,87 milyon varil\/g\u00fcn seviyesinden 21,2 milyon varil\/g\u00fcne y\u00fckseldi. Di\u011fer taraftan ise; Rafineri kullan\u0131m oranlar\u0131n\u0131n artmas\u0131, rafinerilerin depolama kapasitelerini kullanarak bu durumdan para kazanabilecekleri fikrine kap\u0131ld\u0131klar\u0131n\u0131 g\u00f6steriyor.<\/p>\n
ABD t\u00fcketici fiyat endeksi \u015eubat ay\u0131nda y\u00fczde 0,3 artarak beklentilerle \u00f6rt\u00fc\u015ft\u00fc ve Ocak ay\u0131ndaki y\u00fczde 0,2’lik art\u0131\u015fa g\u00f6re h\u0131zland\u0131. \u015eubat ay\u0131na kadar olan y\u0131ll\u0131k d\u00f6nemde ise t\u00fcketici fiyat endeksi y\u00fczde 2,4 artarak beklentilerle paralel bir seyir izledi.<\/p>\n
G\u00fcmr\u00fck vergilerinin etkilerine kar\u015f\u0131 hassas olan sekt\u00f6rlerin (g\u0131da ve enerji hari\u00e7 mal fiyatlar\u0131) olduk\u00e7a d\u00fc\u015f\u00fck seviyelerde kald\u0131\u011f\u0131n\u0131 g\u00f6r\u00fclmekte. Bu durum esas olarak otomobil fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015ften kaynaklanmaktad\u0131r, ancak otomobilleri d\u0131\u015far\u0131da b\u0131raksak bile, temel mallar\u0131n fiyatlar\u0131 ayl\u0131k bazda sadece y\u00fczde 0,2 artm\u0131\u015ft\u0131r. Bu da bize halen ithalat fiyatlar\u0131n\u0131n y\u00fckselmeye devam ederken ve ayl\u0131k 20\/25 milyar dolarl\u0131k ek g\u00fcmr\u00fck vergisi maliyetinin Amerikan \u015firketleri taraf\u0131ndan kar\u015f\u0131lanmaya devam etti\u011fini g\u00f6stermektedir.<\/p>\n
Genel de iyi gelen verilere kar\u015f\u0131n piyasan\u0131n neredeyse tepkisiz kalmas\u0131 ise petrol fiyatlar\u0131ndaki hareketlere ba\u011fl\u0131 olarak benzin fiyatlar\u0131n\u0131n h\u0131zla artmas\u0131 ve ula\u015f\u0131m ve lojistik maliyetleri ile havayolu \u00fccretlerinin de artmas\u0131 olas\u0131l\u0131\u011f\u0131 ile ABD’de man\u015fet enflasyonun ikinci \u00e7eyrekte y\u00fczde 3’\u00fcn \u00fczerine \u00e7\u0131kma ve y\u0131l sonuna kadar y\u00fczde 3’\u00fcn alt\u0131na d\u00fc\u015fmeyece\u011finin tahmin edilmesinden kaynaklanmaktad\u0131r. Bunun Fed \u00fczerindeki ne olacakt\u0131r dersek de; FED man\u015fet enflasyon konusunda muhtemelen endi\u015feli olacakt\u0131r, ancak \u00e7ekirdek g\u00f6stergeler (g\u0131da ve enerji hari\u00e7) d\u00fc\u015fmeye ba\u015flamas\u0131 ve y\u0131l\u0131n sonlar\u0131na do\u011fru faiz oranlar\u0131n\u0131 2 kez d\u00fc\u015f\u00fcrme konusunda daha rahat hissedecekleridir.<\/p>\n
Pazartesi g\u00fcn\u00fc 120 dolara kadar y\u00fckselen ve daha sonra 90 dolar civar\u0131na gerileyen petrol fiyatlar\u0131, d\u00fcn yakla\u015f\u0131k y\u00fczde 5 artt\u0131 ve arz kesintisi endi\u015felerinin yeniden canlanmas\u0131yla bu sabah g\u00fcn\u00fc Asya piyasalar\u0131nda da y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc. Wall Street’in ana hisse senedi endeksleri d\u00fc\u015ft\u00fc ve Asya’daki hisse senetleri de ayn\u0131 \u015fekilde geriledi. \u0130ran, uzun s\u00fcreli bir ekonomik \u015fok uygulama niyetini \u201cPetrol fiyat\u0131n\u0131n varil ba\u015f\u0131na 200 dolara \u00e7\u0131kmas\u0131na haz\u0131rlan\u0131n, \u00e7\u00fcnk\u00fc petrol fiyat\u0131 b\u00f6lgesel g\u00fcvenli\u011fe ba\u011fl\u0131 ve siz bu g\u00fcvenli\u011fi istikrars\u0131zla\u015ft\u0131rd\u0131n\u0131z” diyerek a\u00e7\u0131k\u00e7a ortaya koydu. Bu, IEA’n\u0131n y\u00fckselen fiyatlar\u0131 so\u011futmay\u0131 ama\u00e7layan b\u00fcy\u00fck bir stratejik rezerv sal\u0131n\u0131m\u0131 duyurusuna \u0130ran’\u0131n do\u011frudan ve g\u00fc\u00e7l\u00fc bir yan\u0131t\u0131 gibi g\u00f6r\u00fcn\u00fcyor.<\/p>\n
Bu arada; Pekin, Orta Do\u011fu \u00e7at\u0131\u015fmas\u0131n\u0131n yol a\u00e7abilece\u011fi potansiyel i\u00e7 yak\u0131t k\u0131tl\u0131\u011f\u0131n\u0131 y\u00f6netmek i\u00e7in rafinerilere Mart ay\u0131ndan itibaren rafine yak\u0131t ihracat\u0131n\u0131 derhal durdurma emri vermi\u015f. Ulusal Kalk\u0131nma ve Reform Komisyonu (NDRC) taraf\u0131ndan \u00e7\u0131kar\u0131lan yasak, benzin, dizel ve havac\u0131l\u0131k yak\u0131t\u0131 sevkiyatlar\u0131n\u0131 kaps\u0131yormu\u015f.<\/p>\n
ABD dolar\u0131 y\u00fczde 0,3 oran\u0131nda de\u011fer kazand\u0131 ve bu durum, dolar cinsinden fiyatland\u0131r\u0131lan alt\u0131n ve g\u00fcm\u00fc\u015f\u00fc di\u011fer para birimlerini elinde bulunduranlar i\u00e7in daha pahal\u0131 hale getirdi, petrol fiyatlar\u0131ndaki art\u0131\u015f ise enflasyon endi\u015felerini yeniledi ve yak\u0131n vadede faiz indirimi umutlar\u0131n\u0131 azalt\u0131nca, spot alt\u0131n y\u00fczde 0,5 d\u00fc\u015f\u00fc\u015fle ons ba\u015f\u0131na 5.151 dolara geriledi ve Nisan teslimatl\u0131 ABD alt\u0131n vadeli i\u015flemleri de y\u00fczde 0,4 gerileme ile 5.15 dolara d\u00fc\u015ft\u00fc. Bence ABD dolar\u0131n\u0131n g\u00fcc\u00fc ve bununla ba\u011flant\u0131l\u0131 faiz oranlar\u0131, ya\u015fanan \u015fiddet olaylar\u0131na ra\u011fmen alt\u0131n i\u00e7in hafif bir engel te\u015fkil ediyor; aksi takdirde ya\u015fananlar alt\u0131n\u0131 destekleyici nitelikte. Spot g\u00fcm\u00fc\u015f y\u00fczde 1,1 d\u00fc\u015f\u00fc\u015fle ons ba\u015f\u0131na 84,85 dolara geriledi. Spot platin y\u00fczde 0,3 kay\u0131pla 2.162 dolara inerken, paladyum y\u00fczde 0,6 art\u0131\u015fla 1.646 dolara y\u00fckseldi.<\/p>\n
Yurti\u00e7inde g\u00fcndemimiz TCMB\u2019nin faiz karar\u0131. \u0130ran sava\u015f\u0131 ba\u015flad\u0131\u011f\u0131nda belirtti\u011fimiz noktada kalmaya devam ediyor ve TCMB\u2019nin pas ge\u00e7erek haftal\u0131k repo faizini y\u00fczde 37\u2019de sabit b\u0131rakmas\u0131n\u0131 bekliyoruz. Zaten TCMB \u0130ran sava\u015f\u0131 sonras\u0131 ya\u015fanabilecek geli\u015fmelere kar\u015f\u0131 haftal\u0131k repo ihalelerine bir s\u00fcre ara verme karar\u0131 a\u00e7\u0131klam\u0131\u015f ve a\u011f\u0131rl\u0131kl\u0131 ortalama fonlama maliyeti (AOFM) faiz koridorunun \u00fcst band\u0131 olan y\u00fczde 40 seviyesine yerle\u015ftirmi\u015fti. Jeopolitik risklerin azalmas\u0131 durumunda TCMB\u2019nin Nisan ay\u0131nda politika faiz indirim s\u00fcrecine 50 baz puanla devam etmesini beklerken, y\u0131l sonu i\u00e7in beklentimiz de y\u00fczde 31,50 seviyesinde bulunmaktad\u0131r.”<\/p>\n
<\/strong> \u0130stanbul, 12 Mart (Hibya) – A1 Capital, Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fmalar\u0131n t\u0131rmanmas\u0131 ve enerji arz\u0131na ili\u015fkin endi\u015felerin k\u00fcresel piyasalarda fiyatlamalar\u0131 etkiledi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":60149,"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-60148","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\/60148","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=60148"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/60148\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/60149"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=60148"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=60148"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=60148"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"