{"id":10133,"date":"2026-04-27T02:02:36","date_gmt":"2026-04-26T22:32:36","guid":{"rendered":"https:\/\/fajr.news\/?p=10133"},"modified":"2026-04-27T02:02:36","modified_gmt":"2026-04-26T22:32:36","slug":"ortadogu-savasinin-fistiktan-bakira-deriye-kadar-uzanan-dolayli-etkileri","status":"publish","type":"post","link":"https:\/\/fajr.news\/?p=10133&lang=tr","title":{"rendered":"Ortado\u011fu Sava\u015f\u0131&#8217;n\u0131n F\u0131st\u0131ktan Bak\u0131ra, Deriye Kadar Uzanan Dolayl\u0131 Etkileri"},"content":{"rendered":"<p>Ortado\u011fu&#8217;daki sava\u015f nedeniyle petrol fiyatlar\u0131 y\u00fckselirken ve \u00f6nemli nakliye rotalar\u0131 kapan\u0131rken, a\u015fa\u011f\u0131 y\u00f6nl\u00fc etkiler f\u0131st\u0131ktan muzlara, l\u00fcks deri \u00fcr\u00fcnlerine kadar d\u00fcnya genelindeki farkl\u0131 pazarlar\u0131 etkiliyor; zira end\u00fcstriler kesintiye u\u011frayan tedarik zincirlerine ve artan maliyetlere uyum sa\u011flamak zorunda kal\u0131yor.<\/p>\n<p>**\u0130ran&#8217;dan Antep F\u0131st\u0131\u011f\u0131**<br \/>\nOrtado\u011fu&#8217;daki sava\u015f, d\u00fcnyan\u0131n en b\u00fcy\u00fck \u00fc\u00e7 \u00fcreticisi olan ABD, \u0130ran ve T\u00fcrkiye&#8217;de iki y\u0131ld\u0131r d\u00fc\u015fen \u00fcretim ve g\u0131da \u00fcretimi ile me\u015fhur f\u0131st\u0131k dolgulu Dubai \u00e7ikolatalar\u0131 gibi l\u00fcks \u00e7ikolatalara artan talep nedeniyle zaten y\u00fcksek olan f\u0131st\u0131k fiyatlar\u0131n\u0131 daha da art\u0131r\u0131yor.<br \/>\nK\u00fcresel ihracat\u0131n yakla\u015f\u0131k \u00fc\u00e7te birini, \u00f6zellikle de Avrupa Birli\u011fi&#8217;ne y\u00fcksek kaliteli sevkiyatlar\u0131 sa\u011flayan \u0130ran, H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;ndaki ablukalar nedeniyle ihracat\u0131n\u0131n kesintiye u\u011frad\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fc.<br \/>\nS&amp;P Global&#8217;de kuruyemi\u015f ve baharat piyasas\u0131 analisti Jos\u00e9 Guti\u00e9rrez Fern\u00e1ndez, AB ve \u0130ngiltere&#8217;deki ortaklar\u0131n hala f\u0131st\u0131k stoklar\u0131 bulundursa da, bu stoklar k\u0131sa s\u00fcrede yenilenmezse daha fazla tedarik sorunu ya\u015fanabilece\u011fini belirtiyor.<br \/>\n\u00d6zellikle Ortado\u011fu i\u00e7in \u00f6nemli bir tedarik\u00e7i olarak devreye girebilecek olan T\u00fcrkiye, bu durumdan kazan\u00e7l\u0131 \u00e7\u0131kabilir.<\/p>\n<p>**Ekvador Muzlar\u0131**<br \/>\nD\u00fcnyan\u0131n en b\u00fcy\u00fck muz ihracat\u00e7\u0131s\u0131 Ekvador, konteyner s\u0131k\u0131nt\u0131s\u0131 ve daha y\u00fcksek deniz yak\u0131t\u0131 ek \u00fccretleriyle kar\u015f\u0131 kar\u015f\u0131ya.<br \/>\nBananaexport taraf\u0131ndan bildirildi\u011fine g\u00f6re, Ekvador&#8217;un muz pazarlama ve ihracat birli\u011fi Acorbanec&#8217;e g\u00f6re, 2,5 milyondan fazla 18 kilograml\u0131k muz kutusu gecikti \u2013 bu, haftal\u0131k alt\u0131 ila yedi milyon kutu ihra\u00e7 eden bir \u00fclke i\u00e7in \u00f6nemli bir darbe.<br \/>\nTalepteki y\u00fczde be\u015flik bir art\u0131\u015f darbeyi hafifletebilir, ancak sekt\u00f6r artan petrol ve gaz fiyatlar\u0131na kar\u015f\u0131 savunmas\u0131z kalmaya devam ediyor.<br \/>\nFransa&#8217;n\u0131n tar\u0131m ve kalk\u0131nma ara\u015ft\u0131rma merkezi CIRAD i\u00e7in muz sekt\u00f6r\u00fcn\u00fc inceleyen ekonomist Denis Loeillet, &#8220;Muzlar asl\u0131nda d\u00f6n\u00fc\u015ft\u00fcr\u00fclm\u00fc\u015f petrold\u00fcr&#8221; diyor.<br \/>\n\u00dcretim ve nakliye, g\u00fcbre kullan\u0131m\u0131ndan olgunla\u015ft\u0131rmaya (muzlar nakliyeden sonra sat\u0131\u015f noktalar\u0131na teslim edilmeden \u00f6nce olgunla\u015ft\u0131r\u0131l\u0131r) ve ambalajlamaya kadar enerji yo\u011fundur.<\/p>\n<p>**Kenya&#8217;dan Avokadolar**<br \/>\nD\u00fcnyan\u0131n \u00fc\u00e7\u00fcnc\u00fc b\u00fcy\u00fck avokado ihracat\u00e7\u0131s\u0131 Kenya&#8217;dan yap\u0131lan avokado sevkiyatlar\u0131, Umman&#8217;\u0131n son sald\u0131r\u0131larda hasar g\u00f6ren Salalah liman\u0131ndaki gecikmeler nedeniyle Avrupa limanlar\u0131na ula\u015f\u0131m s\u00fcrelerinin 30 g\u00fcnden 50-56 g\u00fcne \u00e7\u0131kmas\u0131yla ge\u00e7en y\u0131la g\u00f6re Mart sonunda yar\u0131 yar\u0131ya azald\u0131.<br \/>\nCIRAD ara\u015ft\u0131rmac\u0131s\u0131 Eric Imbert&#8217;e g\u00f6re, &#8220;umut vadeden bir b\u00f6lge&#8221; olarak adland\u0131rd\u0131\u011f\u0131 Kenya&#8217;n\u0131n avokado sekt\u00f6r\u00fc i\u00e7in bu b\u00fcy\u00fck bir gerileme; zira sekt\u00f6r son y\u0131llarda pazar g\u00fcvenilirli\u011fi kazanm\u0131\u015ft\u0131.<br \/>\nGeli\u015ftirilmi\u015f tar\u0131m teknikleri ve daha iyi organizasyonla, Kenya avokadolar\u0131n\u0131n kalitesi ve ihracata haz\u0131r olma durumu artm\u0131\u015f, bu da onlar\u0131 yaz aylar\u0131nda Avrupa&#8217;ya b\u00fcy\u00fck bir ihracat\u00e7\u0131 olan Peru ile do\u011frudan rekabete sokmu\u015ftur.<br \/>\nImbert&#8217;e g\u00f6re, yava\u015flama ile birlikte Kenyal\u0131 \u00fcreticiler, daha az karl\u0131 bir alternatif olan avokado ya\u011f\u0131 i\u015flemeye y\u00f6nelebilirler.<br \/>\nBa\u015fka bir se\u00e7enek ise T\u00fcrkiye pazar\u0131n\u0131 Rusya&#8217;ya a\u00e7\u0131lan bir kap\u0131 olarak ke\u015ffetmektir.<br \/>\nKom\u015fu Tanzanya, Kenya&#8217;dan daha az hacimde ihracat yap\u0131yor, ancak Hindistan&#8217;a g\u00fcmr\u00fcks\u00fcz eri\u015fim m\u00fczakereleri yapt\u0131\u011f\u0131 i\u00e7in daha iyi durumda.<\/p>\n<p>**Belirsizlik Ortam\u0131nda Tah\u0131l \u0130stikrar\u0131**<br \/>\nUkrayna sava\u015f\u0131n\u0131n aksine, Ortado\u011fu&#8217;daki \u00e7at\u0131\u015fma tah\u0131l fiyatlar\u0131nda ani bir y\u00fckseli\u015fe neden olmad\u0131.<br \/>\nK\u0131sa bir y\u00fckseli\u015fin ard\u0131ndan, bu\u011fday, m\u0131s\u0131r ve soya fiyatlar\u0131, bol k\u00fcresel arz sayesinde sava\u015f \u00f6ncesi seviyelerine geri d\u00f6nd\u00fc.<br \/>\nVe Ortado\u011fulu ithalat\u00e7\u0131lardan gelen talep d\u00fc\u015f\u00fck kalmaya devam ediyor, zira bir\u00e7ok \u00fclke sava\u015ftan \u00f6nce zaten stok yapm\u0131\u015ft\u0131.<br \/>\nAncak fiyatlar hala artan petrol maliyetlerinden etkileniyor.<br \/>\nArgus Media France&#8217;dan dan\u0131\u015fman Arthur Portier, &#8220;Korelasyon olduk\u00e7a g\u00fc\u00e7l\u00fc&#8221; diyor.<br \/>\nAs\u0131l tehdit g\u00fcbre k\u0131tl\u0131\u011f\u0131ndan kaynaklan\u0131yor. Do\u011fal gazdan \u00fcretilen kilit bir g\u00fcbre olan \u00fcre&#8217;nin k\u00fcresel ihracat\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 30&#8217;u Ortado\u011fu&#8217;dan, \u00f6zellikle \u0130ran, Katar ve Suudi Arabistan&#8217;dan geliyor.<br \/>\nH\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131n kapanmas\u0131yla sevkiyatlar mahsur kald\u0131 ve enerji altyap\u0131s\u0131na y\u00f6nelik sald\u0131r\u0131lar \u00fcretimi aksatt\u0131.<br \/>\nD\u00fcnyan\u0131n en b\u00fcy\u00fck \u00fcre tesisi olan Katar, Mart ay\u0131nda insans\u0131z hava arac\u0131 sald\u0131r\u0131lar\u0131n\u0131n ard\u0131ndan faaliyetlerini durdurdu.<br \/>\nB\u00f6lgenin en b\u00fcy\u00fck g\u00fcbre al\u0131c\u0131s\u0131 Hindistan, \u015fimdi M\u0131s\u0131r ve Nijerya&#8217;da alternatifler ar\u0131yor. G\u00fcbre fiyatlar\u0131 t\u0131rmanmaya devam ederse, tar\u0131m maliyetleri de artacak ve k\u00fcresel g\u0131da fiyatlar\u0131 yak\u0131nda bu etkiyi hissedebilir.<\/p>\n<p>**K\u00fck\u00fcrt K\u0131tl\u0131\u011f\u0131 Madencili\u011fi Vurdu**<br \/>\nH\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;n\u0131n kapanmas\u0131, bak\u0131r, nikel ve kobalt\u0131n rafine edilmesi i\u00e7in kritik olan k\u00fck\u00fcrt ve s\u00fclf\u00fcrik asit tedarikini etkiledi.<br \/>\nOrtado\u011fu k\u00fcresel ihracat\u0131n y\u00fczde 40&#8217;\u0131n\u0131 sa\u011fl\u0131yor, ancak Mart ortas\u0131ndan bu yana Basra K\u00f6rfezi&#8217;nden hi\u00e7bir kargo ayr\u0131lmad\u0131.<br \/>\nPiyasa analisti Kpler&#8217;e g\u00f6re, 510.000 tondan fazla y\u00fck, Bo\u011faz&#8217;\u0131 ge\u00e7mek i\u00e7in bekleyen gemilerde mahsur kalm\u0131\u015f durumda.<br \/>\nBloomberg&#8217;e g\u00f6re, d\u00fcnyan\u0131n ikinci b\u00fcy\u00fck \u00fcreticisi \u00c7in, i\u00e7 g\u00fcbre ihtiya\u00e7lar\u0131na \u00f6ncelik vermek i\u00e7in May\u0131s ay\u0131ndan itibaren s\u00fclf\u00fcrik asit ihracat\u0131n\u0131 durduracak.<br \/>\nJaponya ve G\u00fcney Kore gibi di\u011fer tedarik\u00e7iler, birka\u00e7 Avrupal\u0131 ihracat\u00e7\u0131 gibi bu durumdan faydalanabilir, ancak hi\u00e7biri a\u00e7\u0131\u011f\u0131 tamamen kapatamayacak ve d\u00fcnyan\u0131n en b\u00fcy\u00fck bak\u0131r \u00fcreticisi \u015eili en a\u011f\u0131r darbeyi alacak.<\/p>\n<p>**L\u00fcks Pazar Etkileri**<br \/>\nL\u00fcks \u00fcr\u00fcnlerle ba\u011flant\u0131l\u0131 deri pazar\u0131, Ortado\u011fu&#8217;daki talebin d\u00fc\u015fmesiyle zarar g\u00f6r\u00fcyor.<br \/>\nHindistan ve \u00c7in ham deride liderken, Fransa ve \u0130talya giyim, ayakkab\u0131 ve aksesuar gibi \u00fcst d\u00fczey \u00fcr\u00fcnlerde hakim konumda.<br \/>\nFransa deri end\u00fcstrisi ticaret federasyonu Alliance France Cuir&#8217;in ekonomik g\u00f6zlemevi direkt\u00f6r\u00fc Philippe Gilbert, &#8220;Fransa, \u00c7in, Vietnam ve \u0130talya&#8217;dan sonra d\u00f6rd\u00fcnc\u00fc en b\u00fcy\u00fck deri \u00fcr\u00fcnleri ihracat\u00e7\u0131s\u0131d\u0131r&#8221; diyor.<br \/>\n&#8220;Frans\u0131z el i\u015f\u00e7ili\u011fi k\u00fcresel \u00e7apta y\u00fcksek talep g\u00f6r\u00fcyor. Bu nedenle Frans\u0131z \u00fcr\u00fcnleri uluslararas\u0131 alanda bu kadar ra\u011fbet g\u00f6r\u00fcyor.&#8221;<br \/>\nB\u00fcy\u00fcmenin kilit itici g\u00fc\u00e7leri olan K\u00f6rfez m\u00fc\u015fterileri, sava\u015f\u0131n ba\u015flamas\u0131ndan bu yana geri \u00e7ekildi.<br \/>\nD\u00fcnyan\u0131n \u00f6nde gelen l\u00fcks markalar\u0131 LVMH ve Herm\u00e8s, Mart ay\u0131nda s\u0131ras\u0131yla y\u00fczde 50 ve y\u00fczde 40 sat\u0131\u015f d\u00fc\u015f\u00fc\u015fleri bildirdi.<br \/>\nAncak Gilbert&#8217;e g\u00f6re, &#8220;sekt\u00f6r diren\u00e7li kalmaya devam ediyor&#8221;, odak noktas\u0131 Asya ve ABD&#8217;ye kay\u0131yor.<\/p>\n<p>Bu makale, Marie-Pierre Olphand, Nicolas Feldmann ve Agnieszka Kumor&#8217;un Frans\u0131z podcast&#8217;i Chronique des mati\u00e8res premi\u00e8res&#8217;den bir dizi rapordan uyarlanm\u0131\u015ft\u0131r.<\/p>\n<p>#Ortado\u011fuSava\u015f\u0131 #TedarikZinciri #EkonomikEtki #K\u00fcreselPiyasalar #F\u0131st\u0131kFiyatlar\u0131 #MuzTicaret #G\u00fcbreK\u0131tl\u0131\u011f\u0131 #Bak\u0131r\u00dcretimi #L\u00fcksDeri #H\u00fcrm\u00fczBo\u011faz\u0131<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ortado\u011fu&#8217;daki sava\u015f nedeniyle petrol fiyatlar\u0131 y\u00fckselirken ve \u00f6nemli nakliye rotalar\u0131 kapan\u0131rken, a\u015fa\u011f\u0131 y\u00f6nl\u00fc etkiler f\u0131st\u0131ktan muzlara, l\u00fcks deri \u00fcr\u00fcnlerine kadar d\u00fcnya genelindeki farkl\u0131 pazarlar\u0131 etkiliyor; zira end\u00fcstriler kesintiye u\u011frayan tedarik zincirlerine ve artan maliyetlere uyum sa\u011flamak zorunda kal\u0131yor. **\u0130ran&#8217;dan Antep F\u0131st\u0131\u011f\u0131** Ortado\u011fu&#8217;daki sava\u015f, d\u00fcnyan\u0131n en b\u00fcy\u00fck \u00fc\u00e7 \u00fcreticisi olan ABD, \u0130ran ve T\u00fcrkiye&#8217;de iki y\u0131ld\u0131r [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":10134,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-10133","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/10133","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10133"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/10133\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/10134"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10133"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10133"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10133"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}