{"id":13075,"date":"2026-04-30T03:09:37","date_gmt":"2026-04-29T23:39:37","guid":{"rendered":"https:\/\/fajr.news\/?p=13075"},"modified":"2026-04-30T03:09:37","modified_gmt":"2026-04-29T23:39:37","slug":"orta-dogudaki-catismalar-greifin-ticari-taleplerini-olumsuz-etkiliyor-kuresel-ekonomiye-yansimalar","status":"publish","type":"post","link":"https:\/\/fajr.news\/?p=13075&lang=tr","title":{"rendered":"Orta Do\u011fu&#8217;daki \u00c7at\u0131\u015fmalar Greif&#8217;in Ticari Taleplerini Olumsuz Etkiliyor: K\u00fcresel Ekonomiye Yans\u0131malar"},"content":{"rendered":"<div class=\"news-article\">\n<p>K\u00fcresel ekonomideki dalgalanmalar ve b\u00f6lgesel gerilimler, ambalaj sekt\u00f6r\u00fcn\u00fcn \u00f6nde gelen firmalar\u0131ndan Greif&#8217;i de olumsuz etkilemeye devam ediyor. \u015eirket, son \u00e7eyrek raporunda zay\u0131f talebin s\u00fcrd\u00fc\u011f\u00fcn\u00fc ve Orta Do\u011fu&#8217;daki \u00e7at\u0131\u015fmalar\u0131n i\u015f s\u00fcre\u00e7lerine do\u011frudan yans\u0131malar\u0131 oldu\u011funu a\u00e7\u0131klad\u0131. Bu durum, k\u00fcresel tedarik zincirlerinin k\u0131r\u0131lganl\u0131\u011f\u0131n\u0131 ve siyasi istikrars\u0131zl\u0131\u011f\u0131n ekonomik sonu\u00e7lar\u0131n\u0131 bir kez daha g\u00f6zler \u00f6n\u00fcne serdi.<\/p>\n<div class=\"section\">\n<h2><span class=\"highlight\">Yumu\u015fak Talep ve B\u00f6lgesel Gerilimlerin G\u00f6lgesinde<\/span><\/h2>\n<p>Greif CEO&#8217;su Ole Rosgaard, 31 Mart&#8217;ta sona eren mali ikinci \u00e7eyre\u011fe ili\u015fkin kazan\u00e7 \u00e7a\u011fr\u0131s\u0131nda, &#8220;Y\u0131l\u0131n geri kalan\u0131 i\u00e7in bir d\u00f6n\u00fcm noktas\u0131 g\u00f6rm\u00fcyoruz&#8221; ifadelerini kulland\u0131. Rosgaard, anlaml\u0131 bir talep art\u0131\u015f\u0131 ya\u015fand\u0131\u011f\u0131nda Greif&#8217;in \u00f6nemli bir i\u015fletme kald\u0131rac\u0131 ve kazan\u00e7 b\u00fcy\u00fcmesi sa\u011flayaca\u011f\u0131n\u0131 belirtti. Ancak bu \u00e7eyrekte, <strong>b\u00f6lgedeki \u00e7at\u0131\u015fmalar\u0131n \u0130ran ile ba\u011flant\u0131l\u0131 boyutlar\u0131<\/strong> nedeniyle yeni talep zorluklar\u0131n\u0131n ortaya \u00e7\u0131kt\u0131\u011f\u0131n\u0131 ve bunun i\u015flerine &#8220;do\u011frudan etkileri&#8221; oldu\u011funu s\u00f6zlerine ekledi. Rosgaard, &#8220;\u0130kinci \u00e7eyrekteki toplam FAV\u00d6K kayb\u0131 5 milyon dolar\u0131n alt\u0131nda olsa da, devam eden aksakl\u0131k potansiyeli rehberli\u011fimize dahil edilmi\u015ftir&#8221; dedi. Bu a\u00e7\u0131klama, b\u00f6lgedeki istikrars\u0131zl\u0131\u011f\u0131n k\u00fcresel \u015firketler \u00fczerindeki bask\u0131s\u0131n\u0131 a\u00e7\u0131k\u00e7a ortaya koyuyor.<\/p>\n<\/p><\/div>\n<div class=\"section\">\n<h2><span class=\"highlight\">\u00c7at\u0131\u015fmalar\u0131n Operasyonel Etkileri<\/span><\/h2>\n<p>28 \u015eubat&#8217;ta ba\u015flayan ve \u00e7evre \u00fclkelerde de \u00e7at\u0131\u015fmalara yol a\u00e7an bu gerilimler, Greif&#8217;in b\u00f6lgedeki operasyonlar\u0131n\u0131 derinden etkiledi. \u015eirketin \u0130srail, M\u0131s\u0131r ve Suudi Arabistan gibi \u00fclkelerde \u00e7ok say\u0131da tesisi bulunuyor. Y\u00f6neticiler, &#8220;b\u00f6lgedeki her tesisimizde aral\u0131kl\u0131 kapanma d\u00f6nemleri&#8221; ile tedarik zinciri aksakl\u0131klar\u0131 ve artan girdi maliyetleriyle m\u00fccadele ettiklerini belirtti. Rosgaard, Greif&#8217;in yakla\u015f\u0131k 150 y\u0131ll\u0131k tarihinde Venezuela ve Ukrayna&#8217;daki \u00e7at\u0131\u015fmalar da dahil olmak \u00fczere bir\u00e7ok zorlu\u011fun \u00fcstesinden geldi\u011fini vurgulayarak, bu deneyim ve stratejinin mevcut Orta Do\u011fu durumunda da yard\u0131mc\u0131 olaca\u011f\u0131n\u0131 ifade etti. &#8220;40&#8217;tan fazla \u00fclkede yakla\u015f\u0131k 250 tesis i\u015fletirken bu t\u00fcr olaylarla kar\u015f\u0131la\u015ft\u0131\u011f\u0131n\u0131zda ne yapaca\u011f\u0131n\u0131z\u0131 bilirsiniz&#8221; s\u00f6zleriyle \u015firketin tecr\u00fcbesine dikkat \u00e7ekti.<\/p>\n<\/p><\/div>\n<div class=\"section\">\n<h2><span class=\"highlight\">Maliyetleri Dengeleme \u00c7abalar\u0131: URB Fiyat Art\u0131\u015f\u0131<\/span><\/h2>\n<p>Sava\u015fla ilgili artan maliyetleri ve di\u011fer enflasyonist bask\u0131lar\u0131 dengelemek amac\u0131yla Greif, Mart ay\u0131nda kaplamas\u0131z geri d\u00f6n\u00fc\u015ft\u00fcr\u00fclm\u00fc\u015f karton (URB) fiyatlar\u0131nda ton ba\u015f\u0131na 60 ila 70 dolar aras\u0131nda bir art\u0131\u015fa gitti. Bu art\u0131\u015f, di\u011fer \u00fc\u00e7 b\u00fcy\u00fck URB \u00fcreticisinin zamlar\u0131na benzer nitelikteydi. Rosgaard, Fastmarkets RISI&#8217;nin bu art\u0131\u015f\u0131 Nisan ay\u0131nda kabul etti\u011fini belirtti. CFO Larry Hilsheimer, \u015firketin bu fiyat art\u0131\u015f\u0131n\u0131n olumlu etkilerini Temmuz ay\u0131nda hissetmeye ba\u015flayaca\u011f\u0131n\u0131 ve tam y\u0131l i\u00e7in <strong>9 milyon dolarl\u0131k<\/strong> bir fayda bekledi\u011fini a\u00e7\u0131klad\u0131. Bu ad\u0131mlar, k\u00fcresel piyasalardaki maliyet bask\u0131lar\u0131na kar\u015f\u0131 \u015firketlerin ald\u0131\u011f\u0131 \u00f6nlemleri g\u00f6steriyor.<\/p>\n<\/p><\/div>\n<div class=\"section\">\n<h2><span class=\"highlight\">Maliyet Azaltma ve Nakit Ak\u0131\u015f\u0131 \u0130yile\u015fmesi<\/span><\/h2>\n<p>Greif, maliyet optimizasyon plan\u0131nda da ilerleme kaydetti. Ge\u00e7en \u00e7eyrekte <strong>10 milyon dolarl\u0131k<\/strong> bir ilerleme kaydeden \u015firket, 2027 mali y\u0131l\u0131 sonuna kadar belirlenen 120 milyon dolarl\u0131k hedefe ula\u015fmak i\u00e7in toplamda <strong>75 milyon dolarl\u0131k<\/strong> tasarruf sa\u011flad\u0131. Rosgaard, 2026 hedefi olan 80 ila 90 milyon dolar aras\u0131nda bir tasarruf i\u00e7in yolda olduklar\u0131n\u0131 belirtti. Serbest nakit ak\u0131\u015f\u0131 ise bir \u00f6nceki y\u0131la g\u00f6re <strong>93 milyon dolar<\/strong> art\u0131\u015f g\u00f6sterdi. Rosgaard, &#8220;Bu sonu\u00e7lar, Orta Do\u011fu&#8217;daki \u00e7at\u0131\u015fman\u0131n i\u015fimiz \u00fczerindeki oynak ve y\u0131k\u0131c\u0131 etkilerine ra\u011fmen getiri sa\u011flama yetene\u011fimizi g\u00f6stermektedir&#8221; diyerek \u015firketin dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n<\/p><\/div>\n<div class=\"section\">\n<h2><span class=\"highlight\">Revize Edilen Finansal Beklentiler<\/span><\/h2>\n<p>B\u00f6lgedeki \u00e7at\u0131\u015fmalar\u0131n yol a\u00e7t\u0131\u011f\u0131 belirsizlik nedeniyle Greif, t\u00fcm y\u0131l i\u00e7in FAV\u00d6K beklentisinin alt s\u0131n\u0131r\u0131n\u0131 630 milyon dolardan <strong>610 milyon dolara<\/strong> d\u00fc\u015f\u00fcrd\u00fc. Hilsheimer, &#8220;A\u00e7\u0131k\u00e7a belirtmek gerekirse, \u00e7at\u0131\u015fman\u0131n halihaz\u0131rda ortaya \u00e7\u0131kan ve potansiyel do\u011frudan etkileri olmasayd\u0131, alt s\u0131n\u0131r rehberli\u011fimizi de\u011fi\u015ftirmezdik&#8221; dedi. \u015eirket ayr\u0131ca 2026 hacim beklentilerini de revize etti. Greif, metal, fiber ve kapaklar i\u00e7in hacimlerin orta tek haneli rakamlarda d\u00fc\u015fece\u011fini, polimerlerin ise sabit kalaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor. \u015eirket, serbest nakit ak\u0131\u015f\u0131 alt s\u0131n\u0131r beklentisini <strong>315 milyon dolar<\/strong> olarak koruyor. Bu revizyonlar, b\u00f6lgesel istikrars\u0131zl\u0131\u011f\u0131n k\u00fcresel \u015firketlerin gelece\u011fe y\u00f6nelik planlamalar\u0131n\u0131 nas\u0131l etkiledi\u011finin somut bir g\u00f6stergesi.<\/p>\n<\/p><\/div>\n<div class=\"hashtags\">\n<p>#OrtaDo\u011fu\u00c7at\u0131\u015fmas\u0131 #K\u00fcreselEkonomi #Greif #TedarikZinciri #EkonomikEtkiler #B\u00f6lgeselGerilim #\u0130ran #AmbalajSekt\u00f6r\u00fc #FinansalRapor #MaliyetOptimizasyonu<\/p>\n<\/p><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>K\u00fcresel ekonomideki dalgalanmalar ve b\u00f6lgesel gerilimler, ambalaj sekt\u00f6r\u00fcn\u00fcn \u00f6nde gelen firmalar\u0131ndan Greif&#8217;i de olumsuz etkilemeye devam ediyor. \u015eirket, son \u00e7eyrek raporunda zay\u0131f talebin s\u00fcrd\u00fc\u011f\u00fcn\u00fc ve Orta Do\u011fu&#8217;daki \u00e7at\u0131\u015fmalar\u0131n i\u015f s\u00fcre\u00e7lerine do\u011frudan yans\u0131malar\u0131 oldu\u011funu a\u00e7\u0131klad\u0131. Bu durum, k\u00fcresel tedarik zincirlerinin k\u0131r\u0131lganl\u0131\u011f\u0131n\u0131 ve siyasi istikrars\u0131zl\u0131\u011f\u0131n ekonomik sonu\u00e7lar\u0131n\u0131 bir kez daha g\u00f6zler \u00f6n\u00fcne serdi. Yumu\u015fak Talep ve B\u00f6lgesel [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":13076,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-13075","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\/13075","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=13075"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/13075\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/13076"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=13075"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=13075"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=13075"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}