23 Nisan (Reuters) – Kimyasal madde \u00fcreticisi Dow Per\u015fembe g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Orta Do\u011fu’daki \u00e7at\u0131\u015fmalarla ba\u011flant\u0131l\u0131 tedarik kesintilerinin 2026 y\u0131l\u0131na kadar devam etmesini bekledi\u011fini belirtti ve artan maliyetler ile planlanan end\u00fcstriyel kapasite art\u0131\u015flar\u0131nda potansiyel gecikmeler konusunda uyard\u0131.
\nMichigan merkezli \u015firketin hisseleri, dalgal\u0131 seyreden i\u015flemlerde en son %2,2 d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131.
\nDow, kazan\u00e7 sonras\u0131 yapt\u0131\u011f\u0131 g\u00f6r\u00fc\u015fmede, b\u00f6lgedeki devam eden gerilimlerin petrol ve nafta fiyatlar\u0131n\u0131 y\u00fcksek tutmas\u0131n\u0131n ve \u00fcreticiler i\u00e7in k\u00fcresel maliyet e\u011frisini dikle\u015ftirmesinin muhtemel oldu\u011funu s\u00f6yledi.
\nDow, \u00e7at\u0131\u015fman\u0131n sekt\u00f6r genelindeki planlanan kapasite geni\u015flemelerini geciktirebilece\u011fini veya iptal edebilece\u011fini, ayn\u0131 zamanda \u015firketlerin artan belirsizlik ve tedarik zinciri kesintileri ortas\u0131nda yat\u0131r\u0131mlar\u0131 yeniden de\u011ferlendirmesiyle kapasite rasyonelle\u015fmesi bask\u0131s\u0131n\u0131 art\u0131rabilece\u011fini ekledi.
\nB\u00f6lgesel gerilimlerin artmas\u0131n\u0131n ard\u0131ndan H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n kapanmas\u0131, petrol ve petrokimya ak\u0131\u015flar\u0131n\u0131 aksatarak k\u00fcresel kimyasal madde arz\u0131n\u0131 s\u0131k\u0131la\u015ft\u0131rd\u0131 ve plastik ve polimer fiyatlar\u0131n\u0131 yukar\u0131 \u00e7ekti.
\n1 Temmuz’da yeni CEO olarak g\u00f6revi devralacak olan COO Karen Carter, “Kapanmalar\u0131n, hammadde k\u0131s\u0131tlamalar\u0131n\u0131n ve lojistik engellerin polietilen \u00fcr\u00fcn bulunabilirli\u011fini b\u00f6lgeler aras\u0131nda yeniden \u015fekillendirmeye devam etmesini bekliyoruz” dedi.
\nS\u0131k\u0131la\u015fan arz ortam\u0131 \u015fimdiden fiyatland\u0131rmaya yans\u0131yor ve Dow’un ikinci \u00e7eyrek gelir ve \u00e7ekirdek kar tahminlerini Wall Street beklentilerinin \u00fczerine \u00e7\u0131karmas\u0131na yard\u0131mc\u0131 oluyor; zira y\u00fcksek fiyatlar ve k\u0131s\u0131tl\u0131 arz marjlar\u0131 y\u00fckseltmeye ba\u015fl\u0131yor.
\nCEO Jim Fitterling, “K\u00fcresel arz k\u0131s\u0131tlamalar\u0131n\u0131n ard\u0131ndan Mart ay\u0131nda marj g\u00f6r\u00fcn\u00fcm\u00fc olumlu y\u00f6nde de\u011fi\u015fmeye ba\u015flad\u0131, \u00e7\u00fcnk\u00fc Orta Do\u011fu’daki \u00e7at\u0131\u015fman\u0131n etkileri h\u0131zla yayg\u0131nla\u015ft\u0131” dedi.
\nAnalistler, Kuzey Amerikal\u0131 kimyasal \u00fcreticilerinin bol hammadde bulunabilirli\u011finden faydalanarak nispeten avantajl\u0131 oldu\u011funu belirtiyor.
\nLSEG verilerine g\u00f6re Dow, ikinci \u00e7eyrek gelirini analistlerin ortalama 11,3 milyar dolarl\u0131k tahmininin \u00fczerinde yakla\u015f\u0131k 12 milyar dolar ve \u00e7ekirdek kazanc\u0131n\u0131 ise 1,6 milyar dolarl\u0131k beklentinin \u00fczerinde yakla\u015f\u0131k 2 milyar dolar olarak bekliyor.
\n\u015eirket ayr\u0131ca, muhasebe kurallar\u0131 uyar\u0131nca y\u00fck\u00fcml\u00fcl\u00fckler mevcut bor\u00e7lara ula\u015ft\u0131ktan sonra Saudi Aramco ile ortak giri\u015fimi olan Sadara Chemical’dan kaynaklanan zararlar\u0131 tan\u0131may\u0131 ask\u0131ya ald\u0131. Sadara k\u0131sa s\u00fcre \u00f6nce \u0130ran sava\u015f\u0131ndan kaynaklanan tedarik zinciri kesintilerini gerek\u00e7e g\u00f6stererek Jubail kompleksindeki \u00fcretimi durdurmu\u015ftu.
\nDow, 31 Mart’ta sona eren \u00e7eyrek i\u00e7in hisse ba\u015f\u0131na 14 sent d\u00fczeltilmi\u015f zarar bildirdi; bu, analistlerin hisse ba\u015f\u0131na 29 sentlik zarar ortalama tahmininden daha iyiydi.
\n#DowKimya #OrtaDo\u011fu\u00c7at\u0131\u015fmas\u0131 #TedarikZinciri #KimyaEnd\u00fcstrisi #PetrolFiyatlar\u0131 #H\u00fcrm\u00fczBo\u011faz\u0131 #KapasiteRiskleri #PlastikFiyatlar\u0131 #K\u00fcreselEkonomi #End\u00fcstriyelGecikmeler<\/p>\n","protected":false},"excerpt":{"rendered":"
23 Nisan (Reuters) – Kimyasal madde \u00fcreticisi Dow Per\u015fembe g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Orta Do\u011fu’daki \u00e7at\u0131\u015fmalarla ba\u011flant\u0131l\u0131 tedarik kesintilerinin 2026 y\u0131l\u0131na kadar devam etmesini bekledi\u011fini belirtti ve artan maliyetler ile planlanan end\u00fcstriyel kapasite art\u0131\u015flar\u0131nda potansiyel gecikmeler konusunda uyard\u0131. Michigan merkezli \u015firketin hisseleri, dalgal\u0131 seyreden i\u015flemlerde en son %2,2 d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131. Dow, kazan\u00e7 sonras\u0131 yapt\u0131\u011f\u0131 g\u00f6r\u00fc\u015fmede, b\u00f6lgedeki […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-6980","post","type-post","status-publish","format-standard","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/6980","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=6980"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/6980\/revisions"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6980"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6980"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6980"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}