Uluslararas\u0131 Enerji Ajans\u0131 (IEA) taraf\u0131ndan yay\u0131mlanan son \u00fc\u00e7 ayl\u0131k rapor, Orta Do\u011fu’da ya\u015fanan kritik geli\u015fmelerin uluslararas\u0131 do\u011fal gaz piyasalar\u0131 \u00fczerindeki derin etkilerini g\u00f6zler \u00f6n\u00fcne serdi. B\u00f6lgedeki s\u00fcregelen olaylar, k\u00fcresel enerji dengelerini alt \u00fcst ederek fiyat oynakl\u0131\u011f\u0131n\u0131 art\u0131r\u0131yor ve beklenen k\u00fcresel s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz (LNG) arz\u0131ndaki rahatlamay\u0131 geciktiriyor.<\/p>\n
IEA’n\u0131n raporuna g\u00f6re, Orta Do\u011fu’daki \u00e7at\u0131\u015fmalar ve beraberindeki geli\u015fmeler, k\u00fcresel do\u011fal gaz piyasalar\u0131n\u0131n g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc \u00f6nemli \u00f6l\u00e7\u00fcde de\u011fi\u015ftirdi<\/strong>. \u00d6zellikle Mart ay\u0131n\u0131n ba\u015f\u0131ndan itibaren H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki seyr\u00fcseferde ya\u015fanan aksakl\u0131klar, piyasalarda benzeri g\u00f6r\u00fclmemi\u015f bir belirsizlik ortam\u0131 yaratt\u0131. Bu durum, k\u00fcresel LNG arz\u0131n\u0131n yakla\u015f\u0131k %20’sinin piyasadan \u00e7ekilmesine neden olarak, ba\u015fl\u0131ca ithalat\u00e7\u0131 b\u00f6lgelerde keskin fiyat art\u0131\u015flar\u0131n\u0131<\/em> tetikledi.<\/p>\n Mart ay\u0131ndaki yo\u011fun dalgalanma d\u00f6neminde, Asya ve Avrupa’daki do\u011fal gaz fiyatlar\u0131 Ocak 2023’ten bu yana en y\u00fcksek seviyelerine ula\u015ft\u0131. Bu art\u0131\u015flar, \u00f6nemli LNG ithalat\u00e7\u0131 pazarlar\u0131nda do\u011fal gaz talebinde bir daralmaya yol a\u00e7t\u0131. Daha \u00f6nce 2025\/26 k\u0131\u015f sezonunda g\u00f6zlemlenen piyasa yeniden dengeleme e\u011filimi, \u00f6zellikle Kuzey Amerika’daki yeni s\u0131v\u0131la\u015ft\u0131rma kapasitelerinin deste\u011fiyle g\u00fc\u00e7l\u00fc LNG arz art\u0131\u015f\u0131n\u0131n fiyatlar\u0131 d\u00fc\u015f\u00fcrmeye yard\u0131mc\u0131 oldu\u011fu bir d\u00f6nemde, bu krizle birlikte tersine d\u00f6nd\u00fc.<\/p>\n Raporda, Mart ay\u0131nda Orta Do\u011fu’daki geli\u015fmelerin H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n LNG kargolar\u0131na fiilen kapanmas\u0131na yol a\u00e7mas\u0131yla piyasa ko\u015fullar\u0131n\u0131n aniden de\u011fi\u015fti\u011fi belirtiliyor. K\u00fcresel LNG \u00fcretimi bir \u00f6nceki y\u0131la g\u00f6re %8 d\u00fc\u015ferken, Katar ve Birle\u015fik Arap Emirlikleri’nden yap\u0131lan ihracattaki keskin d\u00fc\u015f\u00fc\u015f, di\u011fer b\u00f6lgelerden gelen art\u0131\u015flarla ancak k\u0131smen telafi edilebildi. Bu aksakl\u0131klar k\u00fcresel tedarik zincirlerine yay\u0131lmaya ba\u015flad\u0131k\u00e7a, LNG teslimatlar\u0131 da azald\u0131 ve Nisan ay\u0131nda daha belirgin bir d\u00fc\u015f\u00fc\u015f g\u00f6zlemlendi.<\/p>\n Y\u00fcksek fiyatlar, daha \u0131l\u0131man hava ko\u015fullar\u0131 ve gaz t\u00fcketimini azaltmaya y\u00f6nelik politika \u00f6nlemleri nedeniyle \u00f6nemli ithalat\u00e7\u0131 pazarlarda do\u011fal gaz talebi zay\u0131flad\u0131. Avrupa’da Mart ay\u0131nda do\u011fal gaz talebi bir \u00f6nceki y\u0131la g\u00f6re yakla\u015f\u0131k %4 azald\u0131; bu durum b\u00fcy\u00fck \u00f6l\u00e7\u00fcde yenilenebilir elektrik \u00fcretimindeki art\u0131\u015ftan kaynakland\u0131. Baz\u0131 Asya \u00fclkeleri de arz krizi ortas\u0131nda gaz kullan\u0131m\u0131n\u0131 s\u0131n\u0131rlamak i\u00e7in yak\u0131t de\u011fi\u015ftirme ve talep taraf\u0131 \u00f6nlemleri uyguluyor.<\/p>\n Krizin k\u0131sa vadeli aksakl\u0131klar\u0131n \u00f6tesinde, orta vadeli g\u00f6r\u00fcn\u00fcm i\u00e7in de \u00f6nemli sonu\u00e7lar\u0131 olmas\u0131 bekleniyor. Katar’daki LNG s\u0131v\u0131la\u015ft\u0131rma altyap\u0131s\u0131nda meydana gelen hasar\u0131n, \u00f6ng\u00f6r\u00fclen arz b\u00fcy\u00fcmesini azaltaca\u011f\u0131 ve beklenen k\u00fcresel LNG geni\u015fleme dalgas\u0131n\u0131n etkisini en az iki y\u0131l geciktirece\u011fi tahmin ediliyor. K\u0131sa vadeli arz kay\u0131plar\u0131 ve daha yava\u015f kapasite b\u00fcy\u00fcmesinin birle\u015fik etkisi, 2026 ile 2030 y\u0131llar\u0131 aras\u0131nda yakla\u015f\u0131k 120 milyar metrek\u00fcp LNG arz kayb\u0131na<\/strong> yol a\u00e7abilir. Di\u011fer b\u00f6lgelerdeki yeni s\u0131v\u0131la\u015ft\u0131rma projelerinin bu kay\u0131plar\u0131 zamanla telafi etmesi beklense de, bu durum 2026 ve 2027 y\u0131llar\u0131 boyunca piyasalardaki s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 uzatacakt\u0131r.<\/p>\n Rapor, k\u00fcresel gaz arz g\u00fcvenli\u011finin, LNG de\u011fer zinciri boyunca yeterli yat\u0131r\u0131mlar\u0131n s\u00fcrd\u00fcr\u00fclmesi ve \u00fcreticiler ile t\u00fcketiciler aras\u0131nda g\u00fc\u00e7lendirilmi\u015f uluslararas\u0131 i\u015f birli\u011fi<\/em> yoluyla sa\u011flamla\u015ft\u0131r\u0131lmas\u0131n\u0131n \u00f6nemini vurguluyor. Ayr\u0131ca, uzun vadeli s\u00f6zle\u015fmelerden olu\u015fan \u00e7e\u015fitlendirilmi\u015f bir portf\u00f6y\u00fcn, aksakl\u0131k d\u00f6nemlerinde fiyat oynakl\u0131\u011f\u0131n\u0131 azaltma a\u00e7\u0131s\u0131ndan gaz ithalat\u00e7\u0131lar\u0131na sa\u011flayabilece\u011fi avantajlara da dikkat \u00e7ekiyor. B\u00f6lgesel istikrar\u0131n k\u00fcresel enerji g\u00fcvenli\u011fi i\u00e7in hayati \u00f6nemi bir kez daha ortaya konmu\u015ftur.<\/p>\n #Do\u011falGazPiyasalar\u0131 #LNGArz\u0131 #OrtaDo\u011fuKrizi #EnerjiG\u00fcvenli\u011fi #H\u00fcrm\u00fczBo\u011faz\u0131 #K\u00fcreselPiyasalar #IEARaporu #FiyatOynakl\u0131\u011f\u0131 #KatarLNG #GazT\u00fcketimi<\/p>\n","protected":false},"excerpt":{"rendered":" Orta Do\u011fu’daki Geli\u015fmeler K\u00fcresel Do\u011fal Gaz Piyasalar\u0131n\u0131 Sars\u0131yor, LNG Arz Dalgas\u0131n\u0131 Geciktiriyor Uluslararas\u0131 Enerji Ajans\u0131 (IEA) taraf\u0131ndan yay\u0131mlanan son \u00fc\u00e7 ayl\u0131k rapor, Orta Do\u011fu’da ya\u015fanan kritik geli\u015fmelerin uluslararas\u0131 do\u011fal gaz piyasalar\u0131 \u00fczerindeki derin etkilerini g\u00f6zler \u00f6n\u00fcne serdi. B\u00f6lgedeki s\u00fcregelen olaylar, k\u00fcresel enerji dengelerini alt \u00fcst ederek fiyat oynakl\u0131\u011f\u0131n\u0131 art\u0131r\u0131yor ve beklenen k\u00fcresel s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz […]<\/p>\n","protected":false},"author":2,"featured_media":7847,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-7846","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\/7846","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=7846"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/7846\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/7847"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7846"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7846"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7846"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Arz G\u00fcvenli\u011fi ve Orta Vadeli Beklentiler<\/h2>\n