Marba\u015f Menkul De\u011ferler’in raporunda, son geli\u015fmeler ve fiyatlar \u00fczerindeki ak\u0131\u015fa bak\u0131ld\u0131\u011f\u0131nda, \u0130ran ve \u00c7in etkisiyle cevher fiyatlar\u0131nda yukar\u0131 y\u00f6nl\u00fc hareketler izlerken, \u00e7elik fiyatlar\u0131nda a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketler g\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi. Raporda ayr\u0131ca \u015fu bilgiler verildi:<\/p>\n
“\u00c7in\u2019de izlenen liman stoklar\u0131 166,91 milyon tona y\u00fckseldi. 5 \u015eubat\u2019taki 171,4 milyon ton rekorunun ard\u0131ndan s\u0131n\u0131rl\u0131 gerileme g\u00f6rmekteyiz.<\/p>\n
\u00c7in’de 2026 y\u0131l\u0131n\u0131n ilk iki ay\u0131nda \u00e7elik \u00fcretiminin y\u00fczde 3,6 oran\u0131nda gerileyerek 160,3 milyon tona d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc ve hammadde talebindeki zay\u0131fl\u0131\u011f\u0131n devam etti\u011fini g\u00f6rmekteyiz.<\/p>\n
Mart 2026 itibar\u0131yla demir cevheri fiyatlar\u0131ndaki yukar\u0131 y\u00f6nl\u00fc hareketin temel bir t\u00fcketim art\u0131\u015f\u0131ndan ziyade artan navlun maliyetleri ve \u00c7in\u2019in b\u00fcy\u00fcme hedefleriyle desteklenen spek\u00fclatif beklentilerden beslendi\u011fini g\u00f6rmekteyiz.<\/p>\n
AB’nin \u00e7elik ithalat\u0131nda 2025 y\u0131l\u0131nda ya\u015fanan genel art\u0131\u015fta T\u00fcrkiye’nin y\u00fczde 16,5’lik pay ile lider tedarik\u00e7i konumunu peki\u015ftirdi\u011fini ve \u00f6zellikle uzun \u00fcr\u00fcn grubundaki g\u00fc\u00e7l\u00fc talep ile Endonezya kaynakl\u0131 devasa sevkiyat art\u0131\u015f\u0131n\u0131n b\u00f6lgedeki d\u0131\u015f ticaret dengesini \u00fc\u00e7\u00fcnc\u00fc \u00fclkeler lehine de\u011fi\u015ftirdi\u011fini g\u00f6rmekteyiz.<\/p>\n
Birle\u015fik Krall\u0131k h\u00fck\u00fcmetinin yeni \u00c7elik Stratejisi ile yerli \u00fcretim pay\u0131n\u0131 y\u00fczde 50\u2019ye y\u00fckseltmeyi hedefledi\u011fini, Temmuz 2026\u2019dan itibaren ithalat kotalar\u0131n\u0131 y\u00fczde 60 oran\u0131nda daralt\u0131p a\u011f\u0131r vergiler getirerek ve milyarlarca sterlinlik yat\u0131r\u0131m deste\u011fiyle ba\u015fta Galler b\u00f6lgesi olmak \u00fczere stratejik end\u00fcstriyel g\u00fcvenli\u011fi ve istihdam\u0131 koruma alt\u0131na almay\u0131 ama\u00e7lad\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz.<\/p>\n
Artan enerji maliyetleri ve karbon fiyatlar\u0131n\u0131n yaratt\u0131\u011f\u0131 ekonomik bask\u0131 nedeniyle AB i\u00e7erisinde ETS’nin revizyonunun ertelenmesi veya sistemin tamamen kald\u0131r\u0131lmas\u0131 y\u00f6n\u00fcndeki siyasi taleplerin y\u00fckseldi\u011fini g\u00f6rmekteyiz.<\/p>\n
Fitch Ratings, cari y\u0131l i\u00e7in demir cevheri ve kokla\u015fabilir k\u00f6m\u00fcr fiyat tahminlerini yukar\u0131 y\u00f6nl\u00fc revize etti. Demir cevheri fiyat tahmini 90 dolar\/tondan 95 dolar\/tona y\u00fckseltildi. 2027 ve 2028 y\u0131llar\u0131 i\u00e7in tahminler s\u0131ras\u0131yla 75 dolar ve 70 dolardan, 85 dolar ve 80 dolar seviyelerine \u00e7\u0131kar\u0131ld\u0131.<\/p>\n
Avrupa’da yerel s\u0131cak haddelenmi\u015f rulo (HRC) fiyatlar\u0131; s\u0131n\u0131rl\u0131 arz, artan maliyetler ve ithalat k\u0131s\u0131tlamalar\u0131 gibi fakt\u00f6rlerin etkisiyle y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6rmekteyiz.<\/p>\n
K\u00fcresel demir cevheri pazar\u0131n\u0131n; altyap\u0131 geni\u015flemesi, sanayile\u015fme ve otomotiv ile in\u015faat sekt\u00f6rlerindeki s\u00fcregelen \u00e7elik ihtiyac\u0131n\u0131n etkisiyle 2026’daki 313 milyar dolardan 2034 y\u0131l\u0131na kadar 425 milyar dolara \u00e7\u0131kmas\u0131 bekleniyor.<\/p>\n
T\u00fcrkiye \u0130statistik Kurumu taraf\u0131ndan sa\u011flanan verilere g\u00f6re, bu y\u0131l\u0131n Ocak ay\u0131nda T\u00fcrkiye’nin s\u0131cak haddelenmi\u015f rulo ithalat hacmi, bir \u00f6nceki aya g\u00f6re y\u00fczde 50,2, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re ise y\u00fczde 70,1 azalarak 127.180 metrik tona geriledi.<\/p>\n
Yukar\u0131daki geli\u015fmelere bakt\u0131\u011f\u0131m\u0131zda arz y\u00f6nl\u00fc sorunlar\u0131n ve maliyet art\u0131\u015flar\u0131n\u0131n fiyatlara yans\u0131d\u0131\u011f\u0131n\u0131 izlesek de b\u00f6lgesel fiyat farkl\u0131l\u0131klar\u0131n\u0131n oldu\u011funu g\u00f6rmekteyiz. \u00d6zellikle Avrupa\u2019da s\u0131n\u0131rl\u0131 arz ve s\u0131k\u0131la\u015fan ithalat kotalar\u0131n\u0131n etkisiyle ayr\u0131\u015fman\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc izlemekteyiz. \u0130\u00e7 piyasada ise fiyatlardan ba\u011f\u0131ms\u0131z bekledi\u011fimiz makro d\u00f6ng\u00fc e\u015fli\u011finde talep canlanmas\u0131n\u0131n jeopolitik etkilerden kaynakl\u0131 risk alt\u0131nda oldu\u011funu d\u00fc\u015f\u00fcnmekteyiz. Fiyatlama a\u00e7\u0131s\u0131ndan haber ak\u0131\u015flar\u0131n\u0131n ana kataliz\u00f6r olmaya devam etti\u011fini d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
Bak\u0131r fiyatlar\u0131n\u0131n Orta Do\u011fu’daki gerilimin yumu\u015fama beklentilerinin zay\u0131flamas\u0131 ve k\u00fcresel borsalardaki (LME ve SHFE) rekor seviyelere yak\u0131n y\u00fcksek stoklar\u0131n yaratt\u0131\u011f\u0131 arz fazlas\u0131 bask\u0131s\u0131 nedeniyle 5,4 dolar seviyesinin alt\u0131na geriledi\u011fini g\u00f6rmekteyiz.<\/p>\n
K\u00fcresel bak\u0131r stoklar\u0131 (CME, LME ve SHFE depolar\u0131nda) y\u0131lba\u015f\u0131ndan bu yana y\u00fczde 72 artarak 19 Mart itibar\u0131yla 1,4 milyon tona yakla\u015fm\u0131\u015ft\u0131r.<\/p>\n
\u00c7in’in ithal bak\u0131r talebinin zay\u0131flad\u0131\u011f\u0131n\u0131 g\u00f6steren Yangshan primi d\u00fc\u015f\u00fck seviyelerde seyretmektedir. Derinle\u015fen Orta Do\u011fu krizi, g\u00fc\u00e7l\u00fc ABD dolar\u0131, artan petrol fiyatlar\u0131na ba\u011fl\u0131 enflasyon endi\u015feleri ve ABD Merkez Bankas\u0131’n\u0131n (Fed) olas\u0131 \u015fahin politikalar\u0131 bak\u0131r \u00fczerindeki a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz.<\/p>\n
Elektrikli ara\u00e7lar (ara\u00e7 ba\u015f\u0131na 3 kat daha fazla bak\u0131r) ve yenilenebilir enerjinin yan\u0131 s\u0131ra Yapay Zek\u00e2 veri merkezlerinin 2030 y\u0131l\u0131na kadar tek ba\u015f\u0131na y\u0131ll\u0131k 500.000 ton bak\u0131r t\u00fcketmesi bekleniyor.<\/p>\n
K\u00fcresel bak\u0131r talebi 2025’teki 28 milyon tondan 2040’a kadar 42 milyon tona \u00e7\u0131kmas\u0131 bekleniyor. J.P. Morgan, veri merkezlerinin tek ba\u015f\u0131na 2026’da yakla\u015f\u0131k 475.000 ton bak\u0131r talebi yaratmas\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor \u2014 2025’e g\u00f6re 110.000 ton art\u0131\u015f.<\/p>\n
UBS\u2019e g\u00f6re ABD, k\u00fcresel stoklar\u0131n yakla\u015f\u0131k yar\u0131s\u0131n\u0131 elinde tutarken, k\u00fcresel talebin y\u00fczde 10’undan daha az\u0131n\u0131 olu\u015fturuyor. Bu durum, d\u00fcnyan\u0131n geri kalan\u0131nda arz\u0131n yetersiz kalmas\u0131 riskini do\u011furuyor.<\/p>\n
Bak\u0131r, g\u00fcm\u00fc\u015f gibi ye\u015fil enerji sekt\u00f6r\u00fcnde yo\u011fun talep g\u00f6ren bir \u00fcr\u00fcnd\u00fcr. K\u00fcresel b\u00fcy\u00fcme beklentilerindeki iyile\u015fme ve yapay zek\u00e2 (AI) yat\u0131r\u0131mlar\u0131ndaki art\u0131\u015f fiyatlar\u0131 destekliyor.<\/p>\n
Bak\u0131r nezdinde haber ak\u0131\u015f\u0131nda yo\u011fun de\u011fi\u015fim ya\u015fanmazken, ge\u00e7mi\u015f haberleri ve d\u00fc\u015f\u00fcncelerimizi bir kez daha belirtmek isteriz.<\/p>\n
Bak\u0131r fiyatlar\u0131n\u0131n 5,4 dolar\u0131n alt\u0131na gerilemesinde Orta Do\u011fu’daki gerilimin s\u00fcrmesi, k\u00fcresel borsalardaki rekor yak\u0131n\u0131 stok seviyeleri ve g\u00fc\u00e7l\u00fc dolar\u0131n yaratt\u0131\u011f\u0131 bask\u0131 belirleyici olmaktad\u0131r. K\u0131sa vadede jeopolitik belirsizlik ve Fed’in olas\u0131 \u015fahin duru\u015funun a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 s\u00fcrd\u00fcrece\u011fini d\u00fc\u015f\u00fcnmekteyiz. Ancak yap\u0131sal tabloda elektrikli ara\u00e7lar, yenilenebilir enerji ve yapay zek\u00e2 veri merkezlerinin yaratt\u0131\u011f\u0131 talep hik\u00e2yesinin bak\u0131r\u0131 di\u011fer emtialardan ayr\u0131\u015ft\u0131rmaya devam etti\u011fini ve k\u0131sa vadeli bask\u0131lara ra\u011fmen orta-uzun vadeli y\u00fckseli\u015f tezinin ge\u00e7erlili\u011fini korudu\u011funu d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki gerginli\u011fe ba\u011fl\u0131 y\u00fcksek oynakl\u0131\u011f\u0131n etkisiyle 23 Mart’ta LME al\u00fcminyum fiyatlar\u0131n\u0131n spot ve vadeli kontratlarda y\u00fczde 2’nin \u00fczerinde de\u011fer kaybetti\u011fini, bu sert d\u00fc\u015f\u00fc\u015f\u00fcn s\u0131\u011f likidite ve teminat tamamlama \u00e7a\u011fr\u0131lar\u0131yla tetiklendi\u011fini ancak uzun vadeli kontratlardaki kayb\u0131n y\u00fczde 1 ile daha s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz.<\/p>\n
K\u00fcresel \u00fcretimin y\u00fczde 9’unu ger\u00e7ekle\u015ftiren K\u00f6rfez b\u00f6lgesinde (GCC), H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n kapanma ihtimali b\u00fcy\u00fck bir arz endi\u015fesi yaratt\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz.<\/p>\n
Bu krizin etkisiyle d\u00fcnyan\u0131n en b\u00fcy\u00fck izabe tesislerinden biri olan Aluminium Bahrain (Alba) sevkiyatlar\u0131 durdurmu\u015f ve 3 hatt\u0131n\u0131 kapatarak kapasitesinin y\u00fczde 19’unu kesmi\u015ftir. Katar’daki Qatalum ise gaz tedarik sorunlar\u0131 sebebiyle \u00fcretimini kapasitesinin y\u00fczde 60’\u0131na indirmi\u015ftir.<\/p>\n
Aluminium Bahrain (Alba), H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n kapanmas\u0131ndan kaynaklanan s\u00fcregelen tedarik ve transit aksakl\u0131klar\u0131n\u0131 gerek\u00e7e g\u00f6stererek kademeli bir \u00fcretim durdurma s\u00fcreci ba\u015flatt\u0131. \u015eirket, hammadde stoklar\u0131n\u0131 korumak ve operasyonlar\u0131 stabilize etmek amac\u0131yla y\u0131ll\u0131k 1,6 milyon tonluk kapasitesinin yakla\u015f\u0131k y\u00fczde 19’una tekab\u00fcl eden \u00fc\u00e7 \u00fcretim hatt\u0131n\u0131 kapatt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
\u0130ran’\u0131n t\u00fcm K\u00f6rfez \u0130\u015f Birli\u011fi Konseyi (K\u0130K) \u00fclkelerindeki hedefleri vurmas\u0131, b\u00f6lgedeki b\u00fcy\u00fck \u00fcreticilerin al\u00fcminyum rafineri faaliyetlerini durdurmas\u0131na neden oldu. Bu durum, k\u00fcresel arz\u0131n y\u00fczde 10’unu ger\u00e7ekle\u015ftiren b\u00f6lgedeki operasyonlar\u0131n tamamen ask\u0131ya al\u0131nmas\u0131 riskini do\u011furdu.<\/p>\n
\u00c7in’in \u00fcretim kapasite s\u0131n\u0131r\u0131na yakla\u015fmas\u0131 ve Hindistan’daki b\u00fcy\u00fck yat\u0131r\u0131mlara ra\u011fmen, pazar\u0131n 2027’de a\u00e7\u0131\u011fa ge\u00e7ece\u011fi \u00f6ng\u00f6r\u00fclmektedir.<\/p>\n
Piyasa kat\u0131l\u0131mc\u0131lar\u0131; yeni enerji ara\u00e7lar\u0131, fotovoltaik (g\u00fcne\u015f paneli) sistemler ve yapay zeka (AI) sekt\u00f6rlerinin uzun vadeli al\u00fcminyum t\u00fcketimini desteklemeye devam edece\u011fini \u00f6ng\u00f6r\u00fcyor.”<\/p>\n
<\/strong> \u0130stanbul, 24 Mart (Hibya) – Marba\u015f Menkul De\u011ferler, k\u00fcresel geli\u015fmelerin etkisiyle demir cevheri fiyatlar\u0131nda y\u00fckseli\u015f g\u00f6r\u00fcl\u00fcrken \u00e7elik fiyatlar\u0131nda d\u00fc\u015f\u00fc\u015f ya\u015fand\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":65473,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,11,9],"tags":[],"class_list":["post-65472","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-saglik","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/65472","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=65472"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/65472\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/65473"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=65472"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=65472"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=65472"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"