S&P Global Ratings’e g\u00f6re, Orta Do\u011fu’daki t\u0131rmanan gerilimler enerji piyasalar\u0131n\u0131 sekteye u\u011fratarak Avrupa’y\u0131 yeniden ekonomik risklerle kar\u015f\u0131 kar\u015f\u0131ya b\u0131rak\u0131yor; bu durum, 2022’de Rus petrol ve gaz tedarikinin kesilmesiyle ya\u015fanan \u015foku an\u0131msat\u0131yor. B\u00f6lge eskisinden daha haz\u0131rl\u0131kl\u0131 olsa da, artan enerji fiyatlar\u0131 \u015fimdiden enflasyonu ve daha geni\u015f ekonomik bask\u0131lar\u0131 k\u00f6r\u00fckl\u00fcyor.
\nEnerji \u015foklar\u0131 tipik olarak a\u015famalar halinde geli\u015fir; petrol ve gaz fiyatlar\u0131ndaki do\u011frudan art\u0131\u015fla ba\u015flar, bu da hanehalk\u0131 ve i\u015fletmelerin maliyetlerini y\u00fckseltir. Bu bask\u0131lar daha sonra birka\u00e7 \u00e7eyrek i\u00e7inde tedarik zincirlerine yay\u0131l\u0131r ve ula\u015f\u0131m, g\u0131da ve metaller gibi sekt\u00f6rlerde fiyatlar\u0131 art\u0131r\u0131r. S&P Global bir raporunda, ticaret aksakl\u0131klar\u0131n\u0131n yo\u011funla\u015fmas\u0131 halinde ithalatta darbo\u011fazlar yaratarak ek bir a\u015faman\u0131n ortaya \u00e7\u0131kabilece\u011fini belirtti.
\nAvrupa’n\u0131n Orta Do\u011fu’ya olan ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 \u00f6nemli olmaya devam ediyor; AB, b\u00f6lgeden y\u0131ll\u0131k yakla\u015f\u0131k 110 milyar dolarl\u0131k mal ithal ediyor ve bu, toplam ithalat\u0131n yakla\u015f\u0131k y\u00fczde 4’\u00fcn\u00fc olu\u015fturuyor. Bunun neredeyse yar\u0131s\u0131 Suudi Arabistan ve Irak’tan gelirken, yakla\u015f\u0131k 40 milyar dolarl\u0131k enerji d\u0131\u015f\u0131 mal, \u00f6nemli bir k\u00fcresel denizcilik yolu olan H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan g\u00fcvenli ge\u00e7i\u015fe ba\u011fl\u0131.
\nEtki fiyatlarda \u015fimdiden g\u00f6r\u00fcl\u00fcyor. Y\u00fcksek enerji maliyetlerinin t\u00fcketici fiyatlar\u0131na yans\u0131mas\u0131yla Euro B\u00f6lgesi enflasyonunun Mart ay\u0131ndaki y\u00fczde 2,6’dan Nisan ay\u0131nda y\u00fczde 3-3,5’e y\u00fckselmesi bekleniyor. \u0130\u015fletme anketleri, \u015firketlerin sat\u0131\u015f fiyat\u0131 beklentilerini art\u0131rd\u0131\u011f\u0131n\u0131 g\u00f6steriyor ve enerji piyasalar\u0131n\u0131n \u00f6tesinde daha geni\u015f enflasyonist bask\u0131lara i\u015faret ediyor. Raporda, merkez bankalar\u0131n\u0131n daha s\u0131k\u0131 para politikas\u0131yla yan\u0131t verebilece\u011fi, bor\u00e7lanma maliyetlerini art\u0131rabilece\u011fi ve potansiyel olarak ekonomik g\u00fcveni azaltabilece\u011fi belirtildi.
\nAvrupa’n\u0131n enerji yap\u0131s\u0131 karma\u015f\u0131k bir tablo sunuyor. B\u00f6lge enerjisinin neredeyse \u00fc\u00e7te ikisini ithal ediyor ve yakla\u015f\u0131k y\u00fczde 14’\u00fc Orta Do\u011fu’dan temin ediliyor. Almanya ve \u0130talya, s\u0131n\u0131rl\u0131 yerel kaynaklar\u0131 nedeniyle \u00f6zellikle risk alt\u0131nda kal\u0131rken, Fransa n\u00fckleer kapasitesinden faydalan\u0131yor ve Birle\u015fik Krall\u0131k Orta Do\u011fu tedarikine nispeten daha az ba\u011f\u0131ml\u0131. Genel olarak, Avrupa’n\u0131n k\u0131r\u0131lganl\u0131\u011f\u0131, Rusya’n\u0131n enerji ihtiyac\u0131n\u0131n y\u00fczde 35’ine kadar\u0131n\u0131 kar\u015f\u0131lad\u0131\u011f\u0131 2022’ye g\u00f6re daha d\u00fc\u015f\u00fck.
\nTedarik zinciri riskleri de ortaya \u00e7\u0131k\u0131yor. Enerji sevkiyatlar\u0131 Rotterdam ve Anvers gibi b\u00fcy\u00fck limanlara ula\u015fmaya devam etse de, kritik ba\u011f\u0131ml\u0131l\u0131klar s\u00fcr\u00fcyor. Sikloheksan, polipropilen, polietilen ve al\u00fcminyum gibi \u00fcr\u00fcnler, \u00f6zellikle H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden Orta Do\u011fu tedarik yollar\u0131na b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ba\u011f\u0131ml\u0131. Aksakl\u0131klar, ambalaj ve petrokimyadan otomotiv ve in\u015faata kadar \u00e7e\u015fitli sekt\u00f6rleri etkileyebilir.
\nSuudi Arabistan’dan alternatif denizcilik rotalar\u0131 gibi baz\u0131 dayan\u0131kl\u0131l\u0131klar mevcut olsa da, analistler tedarik zincirlerinin yaln\u0131zca en zay\u0131f halkalar\u0131 kadar g\u00fc\u00e7l\u00fc oldu\u011fu konusunda uyar\u0131yor. Raporda, enerji ve ticaret ak\u0131\u015flar\u0131ndaki uzun s\u00fcreli aksakl\u0131klar\u0131n \u00f6n\u00fcm\u00fczdeki aylarda Avrupa genelindeki ekonomik gerilimi art\u0131rabilece\u011fi eklendi.
\n#OrtaDo\u011fuGerilimi #AvrupaEnerjiKrizi #EnflasyonRiski #TedarikZinciri #H\u00fcrm\u00fczBo\u011faz\u0131 #EkonomikRiskler #S&PGlobal #EnerjiPiyasalar\u0131 #MerkezBankas\u0131 #PetrolGazFiyatlar\u0131<\/p>\n","protected":false},"excerpt":{"rendered":"
S&P Global Ratings’e g\u00f6re, Orta Do\u011fu’daki t\u0131rmanan gerilimler enerji piyasalar\u0131n\u0131 sekteye u\u011fratarak Avrupa’y\u0131 yeniden ekonomik risklerle kar\u015f\u0131 kar\u015f\u0131ya b\u0131rak\u0131yor; bu durum, 2022’de Rus petrol ve gaz tedarikinin kesilmesiyle ya\u015fanan \u015foku an\u0131msat\u0131yor. B\u00f6lge eskisinden daha haz\u0131rl\u0131kl\u0131 olsa da, artan enerji fiyatlar\u0131 \u015fimdiden enflasyonu ve daha geni\u015f ekonomik bask\u0131lar\u0131 k\u00f6r\u00fckl\u00fcyor. Enerji \u015foklar\u0131 tipik olarak a\u015famalar halinde geli\u015fir; […]<\/p>\n","protected":false},"author":2,"featured_media":8642,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-8641","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\/8641","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=8641"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/8641\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/8642"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8641"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8641"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8641"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}