A1 Capital taraf\u0131ndan yay\u0131mlanan de\u011ferlendirmede, \u0130ran lideri Ali Hamaney\u2019e atfedilen a\u00e7\u0131klamalar\u0131n ard\u0131ndan H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda ya\u015fanan gerilimin k\u00fcresel enerji piyasalar\u0131 ve ticaret ak\u0131\u015flar\u0131 \u00fczerinde \u00f6nemli etkiler yaratabilece\u011fi belirtildi.<\/p>\n
De\u011ferlendirmeye g\u00f6re Hamaney, babas\u0131n\u0131n \u00f6ld\u00fcr\u00fclmesinin ard\u0131ndan kendisine atfedilen ilk a\u00e7\u0131klamada \u0130ran\u2019\u0131n ABD ve \u0130srail\u2019e kar\u015f\u0131 bir koz olarak H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 kapal\u0131 tutmaya devam edece\u011fini ifade etti. Ancak s\u00f6z konusu konu\u015fman\u0131n Hamaney taraf\u0131ndan do\u011frudan yap\u0131lmad\u0131\u011f\u0131, \u0130ran devlet televizyonunda bir sunucu taraf\u0131ndan okundu\u011fu aktar\u0131ld\u0131.<\/p>\n
A\u00e7\u0131klamada \u0130ran\u2019\u0131n kom\u015fu \u00fclkelere, topraklar\u0131nda bulunan ABD \u00fcslerini kapatma \u00e7a\u011fr\u0131s\u0131nda bulundu\u011fu ve bu \u00fcslerin hedef al\u0131nmaya devam edilebilece\u011fi uyar\u0131s\u0131n\u0131n yer ald\u0131\u011f\u0131 kaydedildi.<\/p>\n
A1 Capital analizinde, ABD ve \u0130srail\u2019in \u0130ran\u2019a kar\u015f\u0131 y\u00fcr\u00fctt\u00fc\u011f\u00fc sava\u015f\u0131n k\u00fcresel i\u015fletmeleri etkiledi\u011fi, enerji fiyatlar\u0131n\u0131 y\u00fckseltti\u011fi ve kritik hammaddelerin tedarikinde aksamalara yol a\u00e7abilece\u011fi ifade edildi. Ayn\u0131 zamanda g\u0131da \u00fcr\u00fcnlerinden otomobil par\u00e7alar\u0131na kadar bir\u00e7ok sekt\u00f6rde ticaret yollar\u0131n\u0131n g\u00fcvenilirli\u011fine ili\u015fkin soru i\u015faretlerinin artt\u0131\u011f\u0131 belirtildi.<\/p>\n
Sava\u015f\u0131n havac\u0131l\u0131k sekt\u00f6r\u00fcnde de \u00f6nemli etkiler yaratt\u0131\u011f\u0131 kaydedildi. K\u00fcresel havac\u0131l\u0131\u011f\u0131n pandemiden bu yana en ciddi krizlerinden birine s\u00fcr\u00fcklendi\u011fi belirtilirken, d\u00fcnyan\u0131n en yo\u011fun yolcu merkezlerinden biri olan Dubai Uluslararas\u0131 Havaliman\u0131\u2019ndaki operasyonlar\u0131n aksad\u0131\u011f\u0131 ve bunun b\u00f6lgedeki di\u011fer \u00f6nemli transit merkezleri de etkiledi\u011fi ifade edildi.<\/p>\n
Jet yak\u0131t\u0131 fiyatlar\u0131n\u0131n \u00e7at\u0131\u015fman\u0131n ba\u015flamas\u0131ndan bu yana iki kat\u0131na \u00e7\u0131kt\u0131\u011f\u0131 belirtilirken bunun havayolu \u015firketleri \u00fczerinde maliyet bask\u0131s\u0131 yaratt\u0131\u011f\u0131 ve bir\u00e7ok hatta bilet fiyatlar\u0131n\u0131n y\u00fckselmesine neden oldu\u011fu aktar\u0131ld\u0131. Ayr\u0131ca hava kargo kapasitesindeki daralma nedeniyle navlun fiyatlar\u0131n\u0131n artt\u0131\u011f\u0131 ve baz\u0131 tekstil sevkiyatlar\u0131n\u0131n Banglade\u015f ve Hindistan\u2019daki havaalanlar\u0131nda bekledi\u011fi kaydedildi.<\/p>\n
Analizde, K\u00f6rfez b\u00f6lgesinin k\u00fcresel al\u00fcminyum arz\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 8\u2019ini kar\u015f\u0131lad\u0131\u011f\u0131 hat\u0131rlat\u0131larak Katar merkezli Qatalum al\u00fcminyum eritme tesisinin faaliyetlerini durdurdu\u011fu, Aluminium Bahrain\u2019in ise H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden sevkiyat yapamad\u0131\u011f\u0131 i\u00e7in m\u00fccbir sebep ilan etti\u011fi bilgisine yer verildi.<\/p>\n
Endonezya\u2019daki nikel \u00fcreticilerinin kulland\u0131klar\u0131 k\u00fck\u00fcrd\u00fcn yakla\u015f\u0131k y\u00fczde 75\u2019ini Orta Do\u011fu\u2019dan temin etti\u011fi belirtilirken, b\u00f6lgedeki geli\u015fmelerin petrokimya sekt\u00f6r\u00fcnde de tedarik sorunlar\u0131na yol a\u00e7abilece\u011fi ifade edildi. Al\u00e7ak yo\u011funluk polietilen, polipropilen ve polivinil klor\u00fcr (PVC) gibi bir\u00e7ok sekt\u00f6rde kullan\u0131lan temel petrokimyasallar\u0131n ithalat\u0131nda ciddi yava\u015flama ya\u015fand\u0131\u011f\u0131na dikkat \u00e7ekildi. Ayr\u0131ca yar\u0131 iletken \u00fcretimi i\u00e7in kritik \u00f6neme sahip olan helyum gibi baz\u0131 gazlar\u0131n tedarikinde de belirsizlik olu\u015ftu\u011fu belirtildi.<\/p>\n
\u0130ran\u2019dan gelen a\u00e7\u0131klamalar\u0131n ard\u0131ndan k\u00fcresel enerji arz\u0131ndaki aksakl\u0131klar\u0131n daha uzun s\u00fcrebilece\u011fi ihtimalinin petrol fiyatlar\u0131n\u0131 yeniden y\u00fckseltti\u011fi kaydedildi. Petrol fiyatlar\u0131 varil ba\u015f\u0131na 100 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131.<\/p>\n
Uluslararas\u0131 Enerji Ajans\u0131 (IEA) ise \u0130ran kaynakl\u0131 tedarik kesintileri nedeniyle geli\u015fmi\u015f \u00fclkelerin stratejik rezervlerinden toplam 400 milyon varil petrol\u00fcn piyasaya s\u00fcr\u00fclece\u011fini a\u00e7\u0131klam\u0131\u015ft\u0131. Bunun yakla\u015f\u0131k yar\u0131s\u0131n\u0131n ABD\u2019den sa\u011flanmas\u0131 planlan\u0131yor. Ancak A1 Capital de\u011ferlendirmesinde, rezervlerin piyasaya s\u00fcr\u00fclmesinin aylar s\u00fcrebilece\u011fi ve bu miktar\u0131n bo\u011fazdan gelen arz\u0131n yaln\u0131zca yakla\u015f\u0131k \u00fc\u00e7 haftal\u0131k k\u0131sm\u0131n\u0131 kar\u015f\u0131layabilece\u011fi ifade edildi.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump ise sosyal medya payla\u015f\u0131m\u0131nda ABD\u2019nin d\u00fcnyan\u0131n en b\u00fcy\u00fck petrol \u00fcreticisi oldu\u011funu belirterek petrol fiyatlar\u0131n\u0131n y\u00fckselmesinin \u00fclkeye gelir sa\u011flad\u0131\u011f\u0131n\u0131 ifade etti. Trump ayr\u0131ca ABD\u2019nin ortak ev sahipli\u011fi yapaca\u011f\u0131 2026 D\u00fcnya Kupas\u0131\u2019na \u0130ran milli tak\u0131m\u0131n\u0131n kat\u0131l\u0131m\u0131n\u0131n memnuniyetle kar\u015f\u0131lanaca\u011f\u0131n\u0131 ancak g\u00fcvenlik gerek\u00e7eleriyle bunun uygun olmayabilece\u011fini s\u00f6yledi.<\/p>\n
\u00d6te yandan Reuters taraf\u0131ndan ekonomistler aras\u0131nda yap\u0131lan ankete g\u00f6re ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) bu y\u0131l ilk faiz indirimini haziran ay\u0131nda ger\u00e7ekle\u015ftirmesi bekleniyor. Ankete kat\u0131lan 96 ekonomistin tamam\u0131 Fed\u2019in 18 Mart\u2019taki toplant\u0131s\u0131nda politika faizini y\u00fczde 3,50\u2013y\u00fczde 3,75 aral\u0131\u011f\u0131nda sabit tutaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc.<\/p>\n
K\u00fcresel petrol fiyatlar\u0131ndaki yakla\u015f\u0131k y\u00fczde 40\u2019l\u0131k art\u0131\u015f\u0131n ard\u0131ndan ABD\u2019nin iki y\u0131ll\u0131k Hazine tahvili getirisi yakla\u015f\u0131k 30 baz puan y\u00fckselirken, vadeli i\u015flem piyasalar\u0131nda ilk faiz indiriminin eyl\u00fcl ay\u0131nda ger\u00e7ekle\u015fece\u011fi fiyatlanmaya ba\u015flad\u0131.<\/p>\n
Bu geli\u015fmeler ya\u015fan\u0131rken ABD Ba\u015fkan\u0131 Donald Trump, Fed Ba\u015fkan\u0131 Jerome Powell\u2019a faiz oranlar\u0131n\u0131 bir sonraki toplant\u0131y\u0131 beklemeden \u201cderhal\u201d d\u00fc\u015f\u00fcrmesi \u00e7a\u011fr\u0131s\u0131nda bulundu.<\/p>\n
A1 Capital de\u011ferlendirmesinde ayr\u0131ca H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki geli\u015fmelerin Rusya\u2019n\u0131n petrol ihracat\u0131na da yans\u0131d\u0131\u011f\u0131 ifade edildi. Financial Times\u2019ta yer alan habere g\u00f6re Hindistan\u2019\u0131n Rus petrol\u00fc ithalat\u0131 yakla\u015f\u0131k y\u00fczde 50 artarak g\u00fcnl\u00fck 1,5 milyon varile y\u00fckseldi. Rus petrol\u00fcn\u00fcn fiyat\u0131n\u0131n son \u00fc\u00e7 ayda varil ba\u015f\u0131na 20 ila 30 dolar artt\u0131\u011f\u0131, baz\u0131 sat\u0131\u015flarda Brent petrol\u00fcnden daha y\u00fcksek seviyelerde i\u015flem g\u00f6rd\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
Rusya\u2019n\u0131n sava\u015f\u0131n ilk 12 g\u00fcn\u00fcnde petrol sat\u0131\u015flar\u0131ndan 1,3 ila 1,9 milyar dolar ek gelir elde etti\u011fi, mevcut ko\u015fullar\u0131n devam etmesi halinde mart ay\u0131 sonuna kadar bu gelirin 3,3 ila 5 milyar dolar seviyesine ula\u015fabilece\u011fi belirtildi.<\/p>\n
T\u00fcrkiye taraf\u0131nda ise T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) son toplant\u0131s\u0131nda politika faizini sabit tuttu\u011fu hat\u0131rlat\u0131ld\u0131. TCMB politika faizini y\u00fczde 37 seviyesinde b\u0131rak\u0131rken gecelik bor\u00e7 verme faizini y\u00fczde 40, gecelik bor\u00e7lanma faizini ise y\u00fczde 35,5 olarak korudu. Karar metninde enflasyon g\u00f6r\u00fcn\u00fcm\u00fcnde belirgin ve kal\u0131c\u0131 bozulma olmas\u0131 durumunda para politikas\u0131nda ilave s\u0131k\u0131la\u015fma yap\u0131labilece\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 13 Mart (Hibya)-A1 Capital, \u0130ran lideri Ali Hamaney\u2019e atfedilen a\u00e7\u0131klamalar sonras\u0131 H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda ya\u015fanan gerilimin enerji fiyatlar\u0131, k\u00fcresel ticaret ve tedarik zincirleri \u00fczerinde ciddi riskler olu\u015fturdu\u011funu belirtti. Petrol fiyatlar\u0131 yeniden 100 dolar\u0131n \u00fczerine \u00e7\u0131karken havac\u0131l\u0131k, sanayi ve emtia piyasalar\u0131nda etkiler g\u00f6r\u00fclmeye ba\u015flad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":60707,"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-60706","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\/60706","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=60706"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/60706\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/60707"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=60706"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=60706"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=60706"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"