Elektrik ve \u00e7e\u015fitlendirme, enerji harcamalar\u0131ndaki b\u00fcy\u00fcmeyi y\u00f6nlendiriyor; \u00fclkeler be\u015f y\u0131l i\u00e7indeki ikinci enerji krizine yeni rotalar ve yurt i\u00e7inde mevcut kaynaklarla yan\u0131t vermeye \u00e7al\u0131\u015f\u0131yor. Uluslararas\u0131 Enerji Ajans\u0131’n\u0131n (IEA) yeni raporuna g\u00f6re, Orta Do\u011fu’daki \u00e7at\u0131\u015fman\u0131n geni\u015f kapsaml\u0131 etkileri, enerji g\u00fcvenli\u011fi ve ticaret ak\u0131\u015flar\u0131n\u0131n g\u00fcvenilirli\u011fi konusundaki artan endi\u015felere yan\u0131t olarak \u00fclkeleri ve \u015firketleri enerji yat\u0131r\u0131m stratejilerini yeniden d\u00fc\u015f\u00fcnmeye sevk ediyor.<\/p>\n
IEA’n\u0131n y\u0131ll\u0131k D\u00fcnya Enerji Yat\u0131r\u0131m\u0131 raporunun 2026 bask\u0131s\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n fiili kapanmas\u0131ndan kaynaklanan mevcut enerji krizinin risk alg\u0131lar\u0131n\u0131 de\u011fi\u015ftirdi\u011fini ve daha fazla \u00e7e\u015fitlendirmeye y\u00f6nelik ad\u0131mlar\u0131 g\u00fc\u00e7lendirdi\u011fini vurguluyor. Rusya’n\u0131n 2022’deki Ukrayna i\u015fgali etraf\u0131nda yo\u011funla\u015fan enerji krizinden sadece birka\u00e7 y\u0131l sonra gelen bug\u00fcnk\u00fc arz \u015fokunun, \u00f6zellikle Asya ve Orta Do\u011fu’da, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden yap\u0131lan deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 ak\u0131\u015flar\u0131ndaki kesintilerin etkilerinin en keskin \u015fekilde hissedildi\u011fi b\u00f6lgelerde, gelecekteki yat\u0131r\u0131m \u00f6ncelikleri \u00fczerinde kal\u0131c\u0131 bir iz b\u0131rakmas\u0131 bekleniyor.<\/p>\n
IEA \u0130cra Direkt\u00f6r\u00fc Fatih Birol, “D\u00fcnyan\u0131n \u015fimdiye kadar kar\u015f\u0131la\u015ft\u0131\u011f\u0131 en b\u00fcy\u00fck enerji g\u00fcvenli\u011fi krizinin ortas\u0131nday\u0131z ve bunun, 1970’lerdeki petrol \u015foklar\u0131ndan sonra enerji d\u00fcnyas\u0131n\u0131n tan\u0131k oldu\u011fu b\u00fcy\u00fck de\u011fi\u015fikliklere paralel olarak k\u00fcresel yat\u0131r\u0131m stratejilerini yeniden \u015fekillendirece\u011fine inan\u0131yorum,” dedi. Birol, “Hem \u00fcretici hem de t\u00fcketici \u00fclkeler taraf\u0131ndan ticaret rotalar\u0131n\u0131 ve enerji kaynaklar\u0131n\u0131 \u00e7e\u015fitlendirmeye y\u00f6nelik yo\u011fun \u00e7abalar g\u00f6r\u00fcyoruz; bir yandan yeni boru hatlar\u0131 ve di\u011fer tedarik altyap\u0131lar\u0131n\u0131 ilerletmek, di\u011fer yandan ise yenilenebilir enerji, n\u00fckleer, k\u00f6m\u00fcr, petrol ve gaz gibi yurt i\u00e7inde mevcut kaynaklara daha fazla y\u00f6nelmek gibi. Bu \u00e7abalar, elektrik sistemlerini g\u00fc\u00e7lendirmek, elektrifikasyonu geni\u015fletmek ve enerji verimlili\u011fini h\u0131zland\u0131rmak gibi daha geni\u015f \u00f6nlemleri de i\u00e7eriyor.”<\/p>\n
Rapor, k\u00fcresel enerji yat\u0131r\u0131m\u0131n\u0131n 2026’da 3,4 trilyon dolara ula\u015faca\u011f\u0131n\u0131, bunun bir \u00f6nceki y\u0131la g\u00f6re hafif bir art\u0131\u015f oldu\u011funu \u00f6ng\u00f6r\u00fcyor. 2026’da yakla\u015f\u0131k 2,2 trilyon dolar\u0131n \u015febekelere, depolamaya, d\u00fc\u015f\u00fck emisyonlu yak\u0131tlara, n\u00fckleere, yenilenebilir enerjilere, verimlili\u011fe ve elektrifikasyona gitmesi beklenirken, yakla\u015f\u0131k 1,2 trilyon dolar\u0131n petrol, do\u011fal gaz ve k\u00f6m\u00fcre yat\u0131r\u0131lmas\u0131 planlan\u0131yor.<\/p>\n
Y\u00fcksek petrol fiyatlar\u0131na ra\u011fmen, petrol yat\u0131r\u0131m\u0131n\u0131n 2026’da \u00fc\u00e7\u00fcnc\u00fc y\u0131l \u00fcst \u00fcste d\u00fc\u015ferek 500 milyar dolar\u0131n alt\u0131na inmesi bekleniyor. Rapor, fiyat art\u0131\u015f\u0131n\u0131n s\u00fcresine ili\u015fkin belirsizli\u011fin, uzun proje teslim s\u00fcrelerinin, tedarik zinciri k\u0131s\u0131tlamalar\u0131n\u0131n ve a\u00e7\u0131k deniz sondaj piyasalar\u0131ndaki s\u0131k\u0131la\u015fman\u0131n Orta Do\u011fu d\u0131\u015f\u0131ndaki k\u0131sa vadeli harcama tepkilerini s\u0131n\u0131rlad\u0131\u011f\u0131n\u0131 belirtiyor. Ayn\u0131 zamanda, do\u011fal gaz yat\u0131r\u0131m\u0131n\u0131n, \u00f6zellikle Amerika Birle\u015fik Devletleri ve Katar’daki yeni LNG ihracat projelerinin deste\u011fiyle 330 milyar dolara y\u00fckselerek son on y\u0131l\u0131n en y\u00fcksek seviyesine ula\u015fmas\u0131 bekleniyor.<\/p>\n
Rapor, yak\u0131t ithal eden \u00fclkeler aras\u0131nda yenilenebilir enerji, n\u00fckleer enerji ve baz\u0131 durumlarda k\u00f6m\u00fcr dahil olmak \u00fczere yurt i\u00e7inde mevcut enerji kaynaklar\u0131na olan ilginin artt\u0131\u011f\u0131n\u0131 vurguluyor. Yenilenebilir enerji projelerine yap\u0131lan yat\u0131r\u0131m\u0131n 2026’da yakla\u015f\u0131k 665 milyar dolara ula\u015fmas\u0131 beklenirken, bunun 365 milyar dolar\u0131 yaln\u0131zca g\u00fcne\u015fe ayr\u0131lacak. Yenilenebilir enerjideki y\u0131ll\u0131k yat\u0131r\u0131m b\u00fcy\u00fcmesi birka\u00e7 y\u0131ll\u0131k h\u0131zl\u0131 geni\u015flemenin ard\u0131ndan yava\u015flam\u0131\u015f olsa da, d\u00fc\u015f\u00fck emisyonlu kaynaklar k\u00fcresel toplam elektrik \u00fcretimi yat\u0131r\u0131m\u0131n\u0131n %70’inden fazlas\u0131n\u0131 olu\u015fturmaya devam ediyor. N\u00fckleer yat\u0131r\u0131m yeniden y\u00fckseli\u015fini s\u00fcrd\u00fcr\u00fcyor, y\u0131ll\u0131k 80 milyar dolar\u0131 a\u015f\u0131yor ve 15 \u00fclkede yakla\u015f\u0131k 80 gigavat yeni n\u00fckleer kapasite in\u015fa halinde bulunuyor.<\/p>\n
Bu arada, k\u00f6m\u00fcr yat\u0131r\u0131m\u0131n\u0131n 2026’da 180 milyar dolara y\u00fckselerek 2012’den bu yana en y\u00fcksek seviyeye ula\u015fmas\u0131 bekleniyor; k\u00fcresel k\u00f6m\u00fcr tedarik harcamalar\u0131n\u0131n neredeyse %70’i \u00c7in’den geliyor. Rapor, mevcut krizden etkilenen baz\u0131 Asya \u00fclkelerinin enerji g\u00fcvenli\u011fini art\u0131rmak i\u00e7in mevcut k\u00f6m\u00fcrle \u00e7al\u0131\u015fan santralleri daha uzun s\u00fcre faaliyette tutmaya \u00e7al\u0131\u015fabilece\u011fini belirtiyor.<\/p>\n
\u00d6nceki enerji \u015foklar\u0131, talep taraf\u0131 verimlili\u011fine y\u00f6nelik politika dikkatinde \u00f6nemli de\u011fi\u015fikliklere yol a\u00e7m\u0131\u015ft\u0131. Enerji verimlili\u011fi politikalar\u0131n\u0131n kapsam\u0131 son y\u0131llarda geni\u015fledi ve d\u00fcnya genelinde her y\u0131l verimlilik iyile\u015ftirmelerine yakla\u015f\u0131k 350 milyar dolar yat\u0131r\u0131m yap\u0131l\u0131yor. IEA’n\u0131n politika takibi, yakla\u015f\u0131k 20 \u00fclkenin kriz sonucunda verimlili\u011fi art\u0131rmak i\u00e7in yeni politikalar a\u00e7\u0131klad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Ancak doldurulmas\u0131 gereken pek \u00e7ok bo\u015fluk hala mevcut.<\/p>\n
Ayn\u0131 zamanda, Orta Do\u011fu \u00e7at\u0131\u015fmas\u0131 gelecekteki enerji projelerinin finansman beklentilerini karma\u015f\u0131kla\u015ft\u0131r\u0131yor. \u00c7at\u0131\u015fma, finans piyasalar\u0131nda oynakl\u0131\u011f\u0131 tetikleyerek k\u0131sa vadeli yat\u0131r\u0131m kararlar\u0131n\u0131 yava\u015flat\u0131yor ve uzun vadeli finansman maliyetlerini art\u0131r\u0131yor. Rapor, bunun, \u00f6zellikle finansman maliyetlerinin geli\u015fmi\u015f ekonomilere g\u00f6re zaten \u00f6nemli \u00f6l\u00e7\u00fcde daha y\u00fcksek oldu\u011fu geli\u015fmekte olan ekonomilerde, sermaye yo\u011fun enerji teknolojilerini orant\u0131s\u0131z bir \u015fekilde etkileyebilece\u011fi konusunda uyar\u0131yor.<\/p>\n
Elektrikle ilgili yat\u0131r\u0131m, k\u00fcresel enerji harcama e\u011filimlerinde bask\u0131n tema olmaya devam ediyor. Elektrik tedarik ve altyap\u0131s\u0131na yap\u0131lan yat\u0131r\u0131m\u0131n 2026’da yakla\u015f\u0131k 1,6 trilyon dolara ula\u015fmas\u0131 ve son kullan\u0131m elektrifikasyonu da dahil edildi\u011finde 2 trilyon dolara y\u00fckselmesi bekleniyor. Elektrik \u015febekelerine yap\u0131lan harcamalar\u0131n yakla\u015f\u0131k 550 milyar dolara yakla\u015faca\u011f\u0131, bir \u00f6nceki y\u0131la g\u00f6re yakla\u015f\u0131k %20 art\u0131\u015f g\u00f6sterece\u011fi, batarya depolama yat\u0131r\u0131m\u0131n\u0131n ise 100 milyar dolar\u0131 a\u015faca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Veri merkezlerinin ve yapay zekan\u0131n h\u0131zla geni\u015flemesinin elektrik talepleri de baz\u0131 piyasalarda, \u00f6zellikle Amerika Birle\u015fik Devletleri’nde, enerji yat\u0131r\u0131m e\u011filimleri \u00fczerinde \u00f6nemli bir etki yarat\u0131yor. Yeni gaz yak\u0131tl\u0131 santral sipari\u015fleri 2025’te son 25 y\u0131l\u0131n en y\u00fcksek seviyesine ula\u015f\u0131rken, veri merkezi ihtiya\u00e7lar\u0131 \u00f6nemli bir rol oynad\u0131. Amerika Birle\u015fik Devletleri ve Orta Do\u011fu’daki g\u00fc\u00e7l\u00fc talep, d\u00fcnyan\u0131n di\u011fer b\u00f6lgelerindeki k\u0131sa vadeli da\u011f\u0131t\u0131m i\u00e7in t\u00fcrbinlerin kullan\u0131labilirli\u011fini s\u0131n\u0131rl\u0131yor.<\/p>\n
#EnerjiYat\u0131r\u0131m\u0131 #OrtaDo\u011fu\u00c7at\u0131\u015fmas\u0131 #EnerjiG\u00fcvenli\u011fi #YenilenebilirEnerji #N\u00fckleerEnerji #Do\u011falGaz #PetrolPiyasas\u0131 #IEARaporu #EnerjiVerimlili\u011fi #K\u00fcreselEnerji<\/p>\n","protected":false},"excerpt":{"rendered":"
Elektrik ve \u00e7e\u015fitlendirme, enerji harcamalar\u0131ndaki b\u00fcy\u00fcmeyi y\u00f6nlendiriyor; \u00fclkeler be\u015f y\u0131l i\u00e7indeki ikinci enerji krizine yeni rotalar ve yurt i\u00e7inde mevcut kaynaklarla yan\u0131t vermeye \u00e7al\u0131\u015f\u0131yor. Uluslararas\u0131 Enerji Ajans\u0131’n\u0131n (IEA) yeni raporuna g\u00f6re, Orta Do\u011fu’daki \u00e7at\u0131\u015fman\u0131n geni\u015f kapsaml\u0131 etkileri, enerji g\u00fcvenli\u011fi ve ticaret ak\u0131\u015flar\u0131n\u0131n g\u00fcvenilirli\u011fi konusundaki artan endi\u015felere yan\u0131t olarak \u00fclkeleri ve \u015firketleri enerji yat\u0131r\u0131m stratejilerini yeniden […]<\/p>\n","protected":false},"author":2,"featured_media":29334,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-29333","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\/29333","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=29333"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/29333\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/29334"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=29333"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=29333"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=29333"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}