D\u00fcnya genelinde a\u00e7\u0131klanan makroekonomik bilgiler ve ABD’de bug\u00fcn ba\u015fkanl\u0131k vazifesini devralacak olan Donald Trump’\u0131n siyasetlerinin global ticarete m\u00fcmk\u00fcn tesirleri izlenirken, bilhassa Orta Do\u011fu’daki jeopolitik risklerin azalmas\u0131yla petrol fiyatlar\u0131nda bir \u00f6l\u00e7\u00fc gev\u015feme g\u00f6r\u00fcld\u00fc.<\/p>\n
Hafta boyunca yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda bulunan ABD’deki T\u00fcketici Fiyat Endeksi (T\u00dcFE), Aral\u0131k 2024’te ayl\u0131k bazda y\u00fczde 0,4, y\u0131ll\u0131k bazda y\u00fczde 2,9 ile beklentilere paralel artt\u0131.<\/p>\n
Bu geli\u015fmelerle birlikte, dolar endeksi ge\u00e7en hafta, 110,2 ile Kas\u0131m 2022’den bu yana en y\u00fcksek d\u00fczeyini g\u00f6rmesinin akabinde bu d\u00fczeylerden gerileyerek 109,7’de dengelendi.<\/p>\n
Bu ortada Milletleraras\u0131 Para Fonu (IMF), D\u00fcnya Ekonomik G\u00f6r\u00fcn\u00fcm Raporu’nu g\u00fcncelledi. Raporda, global b\u00fcy\u00fcmenin hem 2025 hem de 2026’da y\u00fczde 3,3 olaca\u011f\u0131 ve tarihi (2000-19) ortalama olan y\u00fczde 3,7’nin alt\u0131nda kalaca\u011f\u0131 \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n
\u00c7in’de de ge\u00e7en hafta a\u00e7\u0131klanan makroekonomik bilgilere nazaran, \u00fclke iktisad\u0131 ge\u00e7en y\u0131l y\u00fczde 5 ile beklentilerin \u00fczerinde b\u00fcy\u00fcrken, b\u00f6lgenin sanayi \u00fcretimi aral\u0131kta y\u0131ll\u0131k bazda y\u00fczde 6,2 artarak kestirimlerin \u00fczerinde ger\u00e7ekle\u015fti. Ayr\u0131yeten \u00fclkenin aral\u0131kta y\u0131ll\u0131k perakende sat\u0131\u015flar\u0131 da y\u00fczde 3,7 ile varsay\u0131mlar\u0131 a\u015ft\u0131.<\/p>\n
\u00d6te yandan, Orta Do\u011fu’da \u0130srail ile Filistin ortas\u0131nda ger\u00e7ekle\u015ftirilen ate\u015fkes mutabakat\u0131yla azalan jeopolitik riskler, piyasalarda risk alg\u0131s\u0131n\u0131n azalmas\u0131nda tesirli oldu.<\/p>\n
DE\u011eERL\u0130 METALLERDE SON DURUM<\/b><\/p>\n
Analistler, pahal\u0131 metallerin fiyat\u0131nda tahvil getirilerinin de tesirli oldu\u011funu belirterek, ABD’de gerileyen tahvil faizlerinin alt\u0131n\u0131n ons fiyat\u0131ndaki y\u00fckseli\u015fi destekledi\u011fini s\u00f6z etti.<\/p>\n
Bu geli\u015fmeler ile birlikte ons baz\u0131nda fiyatlar ge\u00e7en hafta alt\u0131nda y\u00fczde 0,4 ve paladyumda y\u00fczde 0,6 artarken, platinde y\u00fczde 2,7, g\u00fcm\u00fc\u015fte y\u00fczde 0,1 azald\u0131.<\/p>\n
Baz metallerde ise \u00c7in’de ekonomik hareketlili\u011fin artaca\u011f\u0131na i\u015faret eden datalar, b\u00f6lgede talebin y\u00fckselece\u011fine y\u00f6nelik ihtimalleri g\u00fc\u00e7lendirerek fiyatlar\u0131n \u00fcst istikametli hareketini destekledi.<\/p>\n
Bununla birlikte, \u015eili’de devlet dayanakl\u0131 Bak\u0131r Kurulu Cochilco, d\u00fcnyan\u0131n en b\u00fcy\u00fck bak\u0131r \u00fcreticisi olan \u00fclkenin 2024’te d\u00fcnya bak\u0131r \u00fcretiminin y\u00fczde 23,6’s\u0131n\u0131 kar\u015f\u0131lad\u0131\u011f\u0131n\u0131 duyurarak, bu oran\u0131n\u0131n 2034’te y\u00fczde 27,3’e ula\u015fmas\u0131n\u0131n beklendi\u011fini s\u00f6z etti.<\/p>\n
\u015eili’de bak\u0131r madeni i\u015fletmecisi olan Antofagasta, ge\u00e7en hafta yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, 2024 y\u0131l\u0131nda bak\u0131r \u00fcretiminin y\u00fczde 1’lik bir art\u0131\u015fla 664 bin metrik tona ula\u015ft\u0131\u011f\u0131n\u0131 fakat beklentilerin alt\u0131nda kald\u0131\u011f\u0131n\u0131 bildirmi\u015fti.<\/p>\n
Endonezyal\u0131 maden \u015firketi Vale Indonesia ise yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Bahodopi b\u00f6lgesindeki Merkezi Sulawesi’de nikel cevheri \u00e7\u0131karmak i\u00e7in Mart ay\u0131nda Petrosea ile 1 milyar dolarl\u0131k bir mukavele imzalayaca\u011f\u0131n\u0131 duyurdu.<\/p>\n
Baz metallerde tezgah \u00fcst\u00fc piyasada ge\u00e7en hafta fiyatlar libre baz\u0131nda bak\u0131rda y\u00fczde 1,5, al\u00fcminyumda y\u00fczde 4,3, nikelde y\u00fczde 1,2, kur\u015funda y\u00fczde 1,1 ve \u00e7inkoda y\u00fczde 2,9 artt\u0131.<\/p>\n
PETROL EK\u0130M 2024’TEN BER\u0130 EN Y\u00dcKSEK SEV\u0130YEY\u0130 G\u00d6RD\u00dc<\/b><\/p>\n
Ge\u00e7en hafta ba\u015f\u0131 petrol fiyatlar\u0131n\u0131n y\u00fckseli\u015finde, ABD’nin Rus petrol \u00fcretici ve ihracat\u00e7\u0131 \u015firketlerine y\u00f6nelik ald\u0131\u011f\u0131 yeni yapt\u0131r\u0131m karar\u0131n\u0131n global arz kayg\u0131lar\u0131n\u0131 art\u0131rmas\u0131 tesirli oldu. Karar\u0131n akabinde petrol fiyatlar\u0131 Ekim 2024’ten bu yana en y\u00fcksek d\u00fczeyine ula\u015ft\u0131ktan sonra piyasa oyuncular\u0131n\u0131n y\u00fckselen fiyatlar\u0131 k\u0131ymetlendirmek emeliyle kar sat\u0131\u015flar\u0131na y\u00f6nelmesi ve Orta Do\u011fu’da ate\u015fkes sa\u011fland\u0131\u011f\u0131na y\u00f6nelik haber ak\u0131\u015f\u0131 petrol fiyatlar\u0131n\u0131 t\u00f6rp\u00fcledi.<\/p>\n
Bununla birlikte Petrol \u0130hra\u00e7 Eden \u00dclkeler \u00d6rg\u00fct\u00fcn\u00fcn (OPEC) ham petrol \u00fcretiminin artt\u0131\u011f\u0131na i\u015faret eden datalar de fiyatlar \u00fczerinde tesirli oldu.<\/p>\n
Ayr\u0131ca, OPEC’in bu y\u0131l i\u00e7in global petrol talebine y\u00f6nelik art\u0131\u015f iddias\u0131n\u0131 sabit tutmas\u0131 fiyatlar\u0131n a\u015fa\u011f\u0131 istikametli hareketini destekledi. K\u00fcme, global petrol talebinin 2025’te ge\u00e7en y\u0131la nazaran g\u00fcnl\u00fck yakla\u015f\u0131k 1 milyon 450 bin varil artarak 105 milyon 200 bin varil olaca\u011f\u0131 \u00f6ng\u00f6r\u00fcs\u00fcnde bulundu. Talepte b\u00fcy\u00fck \u00e7apta art\u0131\u015f\u0131n beklenmemesi fiyatlar\u0131 a\u015fa\u011f\u0131 \u00e7ekti.<\/p>\n
OPEC’in ge\u00e7en hafta yay\u0131mlanan ayl\u0131k petrol piyasas\u0131 raporuna nazaran, k\u00fcmenin ham petrol \u00fcretimi ge\u00e7en y\u0131l aral\u0131kta evvelki aya nazaran g\u00fcnl\u00fck 26 bin varil artarak 26 milyon 741 bin varile y\u00fckseldi. Artan \u00fcretim \u00f6l\u00e7\u00fcs\u00fc, ilerleyen periyotta petrol piyasas\u0131nda arz sorunun ya\u015fanmayaca\u011f\u0131na i\u015faret ederek fiyatlar\u0131 bask\u0131lad\u0131.<\/p>\n
Do\u011fal gaz piyasas\u0131nda ise Rusya ve Ukrayna ortas\u0131ndaki jeopolitik riskler tesirli olmaya devam ediyor. Rusya Savunma Bakanl\u0131\u011f\u0131, Ukrayna’n\u0131n gaz ve g\u00fc\u00e7 altyap\u0131s\u0131na y\u00f6nelik y\u00fcksek hassasiyetli silah ve insans\u0131z hava ara\u00e7lar\u0131yla (\u0130HA) taarruz d\u00fczenlediklerini bildirdi.<\/p>\n
Polonya LPG Derne\u011fi, yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Polonya’n\u0131n Rus s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f petrol gaz\u0131 (LPG) ithalat\u0131ndaki en b\u00fcy\u00fck al\u0131c\u0131 pozisyonunda olmas\u0131na kar\u015f\u0131n bu y\u0131l al\u0131mlar\u0131n\u0131 yakla\u015f\u0131k y\u00fczde 80 oran\u0131nda azaltaca\u011f\u0131n\u0131 belirtti. Bu durumun, Moskova’ya uygulanan yapt\u0131r\u0131mlardan kaynakland\u0131\u011f\u0131 s\u00f6z edildi.<\/p>\n
\u00d6te yandan, G\u00fcney Kore Sanayi Bakan\u0131 Ahn Duk-geun, enerji kaynaklar\u0131n\u0131 \u00e7e\u015fitlendirmek ve Orta Do\u011fu’daki tansiyonlar nedeniyle arz g\u00fcvenli\u011fini sa\u011flamak hedefiyle ABD’den daha fazla petrol ve gaz ithal etmeyi d\u00fc\u015f\u00fcnd\u00fcklerini bildirdi.<\/p>\n
Bu a\u00e7\u0131klamalar, Trump’\u0131n ABD’ye yap\u0131lan global ithalatlara y\u00fczde 10 g\u00fcmr\u00fck vergisi uygulama ve Avrupa Birli\u011fi’ni daha fazla ABD petrol ve gaz\u0131 ithal etmeye zorlayarak, aksi halde otomobiller ve makineler \u00fczere mallara ihracat tarifesi uygulama vaatlerinin akabinde geldi.<\/p>\n
Bu geli\u015fmelerle bir arada Brent petrol\u00fcn varil fiyat\u0131 haftay\u0131 y\u00fczde 1 art\u0131\u015fla kapat\u0131rken, New York Ticaret Borsas\u0131’nda s\u00fcre\u00e7 g\u00f6ren do\u011fal gaz\u0131n \u0130ngiliz termal \u00fcnitesi (MMBtu) cinsinden fiyat\u0131 da y\u00fczde 1,8 azal\u0131\u015fla tamamlad\u0131.<\/p>\n
TARIM EMT\u0130ASINDA TRUMP ETK\u0130S\u0130<\/b><\/p>\n
Trump’\u0131n ikinci periyodunda tekrar artabilece\u011fi d\u00fc\u015f\u00fcn\u00fclen ticaret sava\u015flar\u0131, d\u00fcnyan\u0131n en b\u00fcy\u00fck tar\u0131m eseri ithalat\u00e7\u0131s\u0131 olan \u00c7in’deki ticari ak\u0131\u015f\u0131 etkiledi. Al\u0131c\u0131lar, stoklar\u0131n\u0131 art\u0131rmaya ve alternatif tedarik\u00e7iler aramaya y\u00f6neldi. \u00c7inli soya fasulyesi i\u015fleyicileri ise rekabet\u00e7i fiyatlar nedeniyle ABD yerine Brezilya’dan yap\u0131lan sevkiyatlar\u0131 tercih etmeye ba\u015flad\u0131.<\/p>\n
Bununla birlikte ABD’li \u00e7ift\u00e7iler, ABD Tar\u0131m Bakanl\u0131\u011f\u0131n\u0131n cuma g\u00fcn\u00fc 2024 hasat kestirimlerini d\u00fc\u015f\u00fcrmesinin akabinde m\u0131s\u0131r ve soya fasulyesi vadeli s\u00fcre\u00e7lerindeki art\u0131\u015fla birlikte eser sat\u0131\u015flar\u0131n\u0131 art\u0131rd\u0131.<\/p>\n
Kurumsal tarafta ise Frans\u0131z \u015feker \u00fcreticisi Ouvre, teknik ve mali s\u0131k\u0131nt\u0131lar nedeniyle tek fabrikas\u0131n\u0131 kapatma karar\u0131 ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Fransa, Avrupa Birli\u011fi’nin en b\u00fcy\u00fck \u015feker \u00fcreticisi olmas\u0131na kar\u015f\u0131n olumsuz hava \u015fartlar\u0131 ve hastal\u0131klar\u0131n neden oldu\u011fu berbat hasatlar, birtak\u0131m \u00e7ift\u00e7ilerin pancar ekmekten vazge\u00e7mesine ve \u015feker \u00fcreticileri i\u00e7in arz\u0131n azalmas\u0131na yol a\u00e7t\u0131. Son devirde ise \u015feker fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f, karlar\u0131 olumsuz etkiledi.<\/p>\n
Bu geli\u015fmelerle birlikte ge\u00e7en hafta Chicago Ticaret Borsas\u0131’nda kile ba\u015f\u0131na fiyatlar bu\u011fdayda y\u00fczde 1,6, m\u0131s\u0131rda y\u00fczde 2,9, soya fasulyesinde y\u00fczde 1 ve pirin\u00e7te y\u00fczde 2,4 artt\u0131.<\/p>\n
Hindistan’da h\u00fck\u00fcmet ve b\u00f6l\u00fcm kaynaklar\u0131, Hindistan’\u0131n d\u00fcnyan\u0131n en b\u00fcy\u00fck ikinci \u015feker \u00fcreticisi olarak, mevcut d\u00f6nemde 1 milyon metrik ton \u015feker ihracat\u0131na m\u00fcsaade vermeye haz\u0131rland\u0131\u011f\u0131n\u0131 kaydetti. Kaynaklar, h\u00fck\u00fcmetin yak\u0131nda bu ihracata resmi olarak m\u00fcsaade verecek bir karar yay\u0131mlamas\u0131n\u0131 beklediklerini belirtti.<\/p>\n
\u00d6te yandan ge\u00e7en hafta Fildi\u015fi K\u0131y\u0131s\u0131 ordusu, kakao ka\u00e7ak\u00e7\u0131l\u0131\u011f\u0131yla \u00e7aba i\u00e7in g\u00f6revlendirilen birtak\u0131m yetkilileri, kakao ka\u00e7ak\u00e7\u0131l\u0131\u011f\u0131 yapmakla su\u00e7lad\u0131 ve olayla ilgili soru\u015fturman\u0131n devam etti\u011fi bildirildi. Fildi\u015fi Sahili Genelkurmay Ba\u015fkan\u0131, \u00fclkenin bat\u0131s\u0131nda kakao ka\u00e7ak\u00e7\u0131l\u0131\u011f\u0131yla gayret vazifesini \u00fcstlenen be\u015f yetkilinin misyondan uzakla\u015ft\u0131r\u0131lmas\u0131n\u0131 emretti.<\/p>\n
ABD’de faaliyet g\u00f6steren emtia borsas\u0131 Intercontinental Exchange’de libre baz\u0131nda fiyatlar, \u015fekerde y\u00fczde 4,2 ve pamukta y\u00fczde 0,4 azal\u0131rken, kahvede y\u00fczde 1,4 artt\u0131. Kakaonun ton ba\u015f\u0131na fiyat\u0131 da haftay\u0131 y\u00fczde 5,7 art\u0131\u015fla tamamlad\u0131.<\/p>\n","protected":false},"excerpt":{"rendered":"
Emtia piyasas\u0131nda, ge\u00e7en hafta siyasi ve jeopolitik belirsizlikler ile birlikte kar\u0131\u015f\u0131k bir seyir \u00f6ne \u00e7\u0131karken, yat\u0131r\u0131mc\u0131lar ABD’de yeni idarenin ataca\u011f\u0131 ad\u0131mlara odakland\u0131.<\/p>\n","protected":false},"author":1,"featured_media":14342,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[2918,394,3028,944,378],"class_list":["post-14341","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-baz","tag-fiyat","tag-gecen-hafta","tag-petrol","tag-yuzde-1"],"_links":{"self":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/14341","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/comments?post=14341"}],"version-history":[{"count":1,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/14341\/revisions"}],"predecessor-version":[{"id":14343,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/14341\/revisions\/14343"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media\/14342"}],"wp:attachment":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media?parent=14341"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/categories?post=14341"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/tags?post=14341"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}