Trump, se\u00e7im kampanyas\u0131nda Kanada, Meksika ve \u00c7in’den ithal edilen eserlere tarife getirece\u011fi telaffuzlar\u0131n\u0131 ger\u00e7ekle\u015ftirdi. ABD Liderinin imzalad\u0131\u011f\u0131 kararname ile Kanada ve Meksika’dan yap\u0131lan ithalata y\u00fczde 25, \u00c7in’den yap\u0131lan ithalata ise y\u00fczde 10 ek g\u00fcmr\u00fck vergisi getirildi. Kararnamede, Kanada’dan ithal edilen g\u00fc\u00e7 kaynaklar\u0131na ise y\u00fczde 10’luk daha d\u00fc\u015f\u00fck bir tarife uygulanaca\u011f\u0131 belirtilirken, tarifelerin 4 \u015eubat’ta ABD lokal saatiyle gece yar\u0131s\u0131ndan sonra y\u00fcr\u00fcrl\u00fc\u011fe girece\u011fi kaydedildi.<\/p>\n
\u00d6te yandan, bir “misilleme maddesi” de i\u00e7eren kararnamede, kelam konusu \u00fclkelerin misilleme yapmay\u0131 se\u00e7mesi halinde tarifelerin art\u0131r\u0131labilece\u011fi aktar\u0131ld\u0131. Analistler, a\u00e7\u0131klaman\u0131n ge\u00e7en haftan\u0131n son g\u00fcn\u00fcnde yap\u0131lmas\u0131 nedeniyle tesirlerinin bu hafta i\u00e7inde daha net hissedilebilece\u011fini belirterek, ABD’ye y\u00f6nelik m\u00fcmk\u00fcn misillemelerin bilhassa ABD’de faaliyet g\u00f6steren emtia borsas\u0131 Intercontinental Exchange’te tar\u0131m eserlerinde oynakl\u0131\u011fa yol a\u00e7abilece\u011fini kaydetti.<\/p>\n
Bununla birlikte, Trump’\u0131n uygulayaca\u011f\u0131 siyasetlerin enflasyonist bask\u0131 olu\u015fturabilece\u011fi ve bu durumun ABD Merkez Bankas\u0131n\u0131n (Fed) enflasyonla u\u011fra\u015fta elde etti\u011fi kazan\u0131mlar\u0131 tehlikeye atabilece\u011fine ait tela\u015flar da fiyatlamalar \u00fczerinde tesirli oldu. \u00d6te yandan, jeopolitik belirsizlikler ve Trump’\u0131n yeni g\u00fcmr\u00fck tarifeleri planlar\u0131na y\u00f6nelik tela\u015flar, inan\u00e7l\u0131 liman talebini de art\u0131rarak alt\u0131n fiyatlar\u0131n\u0131 rekor d\u00fczeye ta\u015f\u0131rken, pahal\u0131 metaller de m\u00fcspet seyretti.<\/p>\n
Ge\u00e7en hafta ons alt\u0131n, 2 bin 817 dolar d\u00fczeyine ula\u015farak t\u00fcm vakitlerin en y\u00fcksek d\u00fczeyini g\u00f6rd\u00fc. 2024’\u00fc 2010’dan bu yana en g\u00fc\u00e7l\u00fc y\u0131ll\u0131k performansla tamamlayan ons alt\u0131n, b\u00f6ylelikle 2025’e de g\u00fc\u00e7l\u00fc bir ba\u015flang\u0131\u00e7 yapm\u0131\u015f oldu. Bu geli\u015fmeler ile ons baz\u0131nda fiyatlar, ge\u00e7en hafta alt\u0131nda y\u00fczde 1 ve paladyumda y\u00fczde 3,5, platinde 3,3 y\u00fczde, g\u00fcm\u00fc\u015fte y\u00fczde 2,2 artt\u0131.<\/p>\n
BAZ METALLER ETK\u0130LEND\u0130<\/b><\/p>\n
Trump’\u0131n uygulad\u0131\u011f\u0131 tarifeler ge\u00e7ti\u011fimiz hafta baz metaller \u00fczerinde de tesirli oldu. Global madencilik \u015firketi Broken Hill Proprietary Company, G\u00fcney Avustralya’daki bak\u0131r izabe ve rafineri tesislerinin geni\u015fletilmesini desteklemek maksad\u0131yla iki m\u00fchendislik firmas\u0131yla mutabakata vard\u0131. Bu projeler ortas\u0131nda, d\u00fcnyan\u0131n en b\u00fcy\u00fck bak\u0131r projelerinden biri olan Olympic Dam da yer ald\u0131. \u015eirket, Cuma g\u00fcn\u00fc m\u00fchendislik \u015firketleri Fluor Australia ve Hatch ile \u00f6nerilen geni\u015flemeyi kademeli olarak ger\u00e7ekle\u015ftirmek i\u00e7in mukaveleler imzalad\u0131.<\/p>\n
D\u00fcnyan\u0131n en b\u00fcy\u00fck bak\u0131r \u00fcreticilerinden \u015eili’nin bak\u0131r \u00fcretimi, aral\u0131k ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 14,3 artarak 566 bin 547 tona ula\u015ft\u0131. \u015eili Ulusal \u0130statistik ajans\u0131n\u0131n (INE) ge\u00e7en hafta yapt\u0131\u011f\u0131 a\u00e7\u0131klamaya nazaran, bu art\u0131\u015f \u00fclkedeki madencilik b\u00f6l\u00fcm\u00fcndeki toparlanman\u0131n bir i\u015fareti olarak k\u0131ymetlendirilebilece\u011fi kaydedildi.<\/p>\n
\u00d6te yandan analistler, Kanada’da Quebec eyaletinin al\u00fcminyum \u00fcretiminde d\u00fcnyada 4. s\u0131rada yer ald\u0131\u011f\u0131n\u0131 belirterek, Trump’\u0131n uygulad\u0131\u011f\u0131 tarifelerin al\u00fcminyum piyasalar\u0131 \u00fczerinde bir tesir yaratabilece\u011fine dikkati \u00e7ekti. Baz metallerde tezgah \u00fcst\u00fc piyasada ge\u00e7en hafta fiyatlar libre baz\u0131nda bak\u0131rda y\u00fczde 0,8, al\u00fcminyumda y\u00fczde 0,7, nikelde y\u00fczde 2,3, ve \u00e7inkoda y\u00fczde 2,8 azal\u0131rken, kur\u015funda y\u00fczde 0,5 artt\u0131.<\/p>\n
FED PETROL F\u0130YATINININ D\u00dc\u015e\u00dc\u015e\u00dcN\u00dc TET\u0130KLED\u0130<\/b><\/p>\n
Petrol fiyatlar\u0131 ge\u00e7en hafta, Trump’\u0131n yeni ticaret siyasetlerine y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n ve Suudi Arabistan ile Petrol \u0130hra\u00e7 Eden \u00dclkeler \u00d6rg\u00fct\u00fc (OPEC) \u00fcyelerinden petrol fiyatlar\u0131n\u0131 d\u00fc\u015f\u00fcrmelerini talep etmesinin fiyatlanmas\u0131yla akabinde haftaya d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131. Fed’in faiz oran\u0131n\u0131 sabit tutmas\u0131 ve Fed Ba\u015fkan\u0131 Jerome Powell’\u0131n politika duru\u015funu ayarlamak i\u00e7in \u00e7abuk etmelerine gerek olmad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 petrol fiyatlar\u0131n\u0131n gerilemesinde tesirli olan di\u011fer bir \u00f6ge olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Amerikan Petrol Enstit\u00fcs\u00fc (API) ge\u00e7ti\u011fimiz hafta yay\u0131nlad\u0131\u011f\u0131 raporda, ABD’nin ticari ham petrol stoklar\u0131na nazaran 2 milyon 860 bin varil artt\u0131\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc. Piyasa beklentisi, stoklar\u0131n 3 milyon 700 bin varil artaca\u011f\u0131 taraf\u0131ndayd\u0131. ABD G\u00fc\u00e7 Enformasyon Y\u00f6netiminin (EIA) ABD’de petrol stoklar\u0131n\u0131n artt\u0131\u011f\u0131na i\u015faret eden bilgiler fiyatlar\u0131 bask\u0131lad\u0131.<\/p>\n
EIA’n\u0131n haftal\u0131k petrol raporuna nazaran, ABD’nin ticari ham petrol stoklar\u0131, yakla\u015f\u0131k 3 milyon 500 bin varil art\u0131\u015fla 415 milyon 100 bin varil d\u00fczeyine y\u00fckseldi. Beklentiler, stoklar\u0131n yakla\u015f\u0131k 2 milyon 860 bin varil artaca\u011f\u0131 istikametindeydi.<\/p>\n
Avrupa Birli\u011fi’nin, 2022’de Rusya do\u011fal gaz krizine kar\u015f\u0131 uygulamaya koydu\u011fu do\u011fal gaz fiyat s\u0131n\u0131rlamas\u0131, y\u00fcr\u00fcrl\u00fc\u011fe girmesinden bu yana hi\u00e7 uygulanmadan sona erdi. Bununla birlikte, do\u011fal gaz fiyatlar\u0131 havalar\u0131n \u0131s\u0131nmas\u0131yla g\u00fczelle\u015fen iklim \u015fartlar\u0131, jeopolitik ve siyasi geli\u015fmeler ile birlikte ge\u00e7en hafta sat\u0131c\u0131l\u0131 bir seyir izledi.<\/p>\n
Bu geli\u015fmelerle Brent petrol\u00fcn varil fiyat\u0131 ge\u00e7en haftay\u0131 y\u00fczde 2 azal\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 10,3 azal\u0131\u015fla tamamland\u0131.<\/p>\n
TRUMP KAHVEY\u0130 REKORA TA\u015eIDI<\/b><\/p>\n
Ge\u00e7en hafta tar\u0131m emtia, tarife tela\u015flar\u0131n\u0131n yan\u0131 s\u0131ra iklim \u015fartlar\u0131ndan da etkilenirken, muhtemel bir ticaret sava\u015f\u0131 tela\u015f\u0131 piyasalar \u00fczerinde tesirli oldu.<\/p>\n
Analistler, Trump’\u0131n tarifelerle tehdit etti\u011fi \u00fclkelerde, misillemelere ve ticaret sava\u015flar\u0131na yol a\u00e7abilece\u011fini, bunun da ABD’nin tar\u0131m ihracat\u0131n\u0131 olumsuz etkileyebilece\u011fini belirtti.<\/p>\n
\u00d6te yandan, Hindistan’\u0131n \u015fubat ay\u0131nda ortalaman\u0131n \u00fczerinde s\u0131cakl\u0131klarla m\u00fcsabakas\u0131 bekleniyor. Bu\u011fday ve kolza tohumu yeti\u015ftiren en \u00f6nemli eyaletlerde kimi g\u00fcnlerde s\u0131cakl\u0131klar mevsim normallerinin 5 derece \u00fczerine \u00e7\u0131kabilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor. Hindistan, emsal bir durumun ya\u015fand\u0131\u011f\u0131 2022’de bu\u011fday ihracat\u0131n\u0131 yasaklamak zorunda kalm\u0131\u015ft\u0131.<\/p>\n
M\u0131s\u0131r fiyatlar\u0131na ait de de\u011ferlendirmede bulunan analistler, m\u0131s\u0131r\u0131n biyodizel yak\u0131t \u00fcretiminde de kullan\u0131ld\u0131\u011f\u0131n\u0131 hat\u0131rlatarak, Brent petroldeki d\u00fc\u015f\u00fc\u015fe paralel paha kaybetmi\u015f olabilece\u011fini belirtti.<\/p>\n
Bu geli\u015fmelerle, ge\u00e7en hafta Chicago Ticaret Borsas\u0131’nda kile ba\u015f\u0131na fiyatlar bu\u011fdayda y\u00fczde 2,9 artarken, soya fasulyesinde y\u00fczde 1,3, pirin\u00e7te y\u00fczde 5,6 ve m\u0131s\u0131rda y\u00fczde 0,9 azald\u0131.<\/p>\n
Hindistan Maliye Bakan\u0131 Nirmala Sitharaman, pamu\u011fun Hindistan’da fazlas\u0131 bulunmad\u0131\u011f\u0131n\u0131 ve hektar ba\u015f\u0131na 450 kilograml\u0131k rand\u0131man\u0131n\u0131n global ortalaman\u0131n alt\u0131nda oldu\u011funu belirterek, pamuk \u00fcretimini art\u0131rmak ve ekstra uzun elyaf pamuk \u00e7e\u015fitlerini te\u015fvik etmek i\u00e7in be\u015f y\u0131ll\u0131k bir plan duyurdu.<\/p>\n
\u00d6te yandan, ge\u00e7en hafta kahvenin en b\u00fcy\u00fck \u00fcreticisi Brezilya ve ikinci b\u00fcy\u00fck \u00fcreticisi Vietnam’da ya\u015fanan kurakl\u0131k nedeniyle hasat\u0131n zay\u0131flayaca\u011f\u0131 kayg\u0131lar\u0131, global piyasalarda fiyat art\u0131\u015f\u0131n\u0131 desteklemeye devam etti. Bununla birlikte Trump’\u0131n, Kolombiya’ya y\u00fczde 25 g\u00fcmr\u00fck vergisi uygulama tehdidinde bulunmas\u0131 ve akabinde bu tehditten \u00e7ekilmesine kar\u015f\u0131n piyasalar yeni rekor d\u00fczeye ula\u015ft\u0131. Her ne kadar tarife y\u00fcr\u00fcrl\u00fc\u011fe girmemi\u015f olsa da tehdidin yaratt\u0131\u011f\u0131 belirsizlik kahve piyasas\u0131nda pani\u011fe neden olurken, fiyatlar\u0131 rekor d\u00fczeylere ta\u015f\u0131d\u0131.<\/p>\n
ABD’de faaliyet g\u00f6steren emtia borsas\u0131 Intercontinental Exchange’de libre baz\u0131nda fiyatlar, pamukta y\u00fczde 2 azal\u0131rken \u015fekerde y\u00fczde 2,4 kahvede y\u00fczde 8,7 artt\u0131. Kakaonun ton ba\u015f\u0131na fiyat\u0131 da haftay\u0131 y\u00fczde 4,9 azal\u0131\u015fla tamamlad\u0131.<\/p>\n","protected":false},"excerpt":{"rendered":"
Emtia piyasas\u0131nda, ge\u00e7en hafta jeopolitik belirsizlikler ve ABD Ba\u015fkan\u0131 Donald Trump’\u0131n vergi tarifelerine y\u00f6nelik kayg\u0131larla birlikte kar\u0131\u015f\u0131k bir seyir izlenirken, g\u00f6zler bu hafta a\u00e7\u0131klanacak istihdam datalar\u0131 ile tarifelerinin muhtemel tesirlerine \u00e7evrildi.<\/p>\n","protected":false},"author":1,"featured_media":26662,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[82,2035,3028,944,3149],"class_list":["post-26661","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-fiyatlar","tag-gecen-hafta","tag-petrol","tag-tarife"],"_links":{"self":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/26661","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=26661"}],"version-history":[{"count":1,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/26661\/revisions"}],"predecessor-version":[{"id":26663,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/26661\/revisions\/26663"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media\/26662"}],"wp:attachment":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media?parent=26661"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/categories?post=26661"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/tags?post=26661"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}