{"id":5573,"date":"2024-01-02T11:59:27","date_gmt":"2024-01-02T08:59:27","guid":{"rendered":"https:\/\/es-exchange.com\/haberler\/?p=5573"},"modified":"2024-01-02T11:59:27","modified_gmt":"2024-01-02T08:59:27","slug":"emtia-piyasasi-zorlu-bir-yili-geride-birakti","status":"publish","type":"post","link":"https:\/\/es-exchange.com\/haberler\/?p=5573","title":{"rendered":"Emtia piyasas\u0131 zorlu bir y\u0131l\u0131 geride b\u0131rakt\u0131"},"content":{"rendered":"
\n

\n\t\u00c7in’in Covid-19 tedbirlerini kald\u0131rmas\u0131n\u0131n ard\u0131ndan vaka say\u0131s\u0131n\u0131n kontrols\u00fcz \u015fekilde artmas\u0131 emtia piyasas\u0131nda risk alg\u0131s\u0131n\u0131 y\u00fckseltirken, ABD Merkez Bankas\u0131 (Fed) yetkililerinin s\u00f6zle y\u00f6nlendirmeleri ve resesyon endi\u015feleri de ge\u00e7en y\u0131l emtia piyasas\u0131 \u00fczerinde bask\u0131 kuran \u00f6nemli unsurlar aras\u0131nda yer ald\u0131.<\/p>\n

\n\tD\u00fcnyan\u0131n \u00f6nde gelen merkez bankalar\u0131n\u0131n “\u015fahin” politikalar\u0131n\u0131 beklenenden daha uzun s\u00fcre uygulayabilece\u011fi endi\u015felerinin etkileri y\u0131l genelinde hissedildi.<\/p>\n

\n\t\u00c7in ekonomisine ili\u015fkin belirsizlikler de emtia piyasas\u0131nda \u00f6ne \u00e7\u0131kan unsurlar aras\u0131nda yer ald\u0131. \u00d6zellikle, k\u00fcresel \u00e7apta bankac\u0131l\u0131k sekt\u00f6r\u00fcne ili\u015fkin s\u0131k\u0131nt\u0131lar ve para politikalar\u0131na y\u00f6nelik belirsizlikler \u00fcr\u00fcn bazl\u0131 ayr\u0131\u015fmalara yol a\u00e7t\u0131.<\/p>\n

\n\tABD’deki bor\u00e7 limiti krizi, enflasyon ve resesyon ikilemi ve jeopolitik riskler de emtia piyasas\u0131nda sert dalgalanmalara neden oldu.<\/p>\n

\n\t\u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131 kaynakl\u0131 geli\u015fmeler de emtia piyasas\u0131n\u0131 etkileyen \u00f6nemli unsurlar aras\u0131ndayd\u0131.<\/p>\n

\n\tY\u0131l\u0131n sonuna do\u011fru Fed’in faiz art\u0131r\u0131mlar\u0131nda sona geldi\u011fine y\u00f6nelik beklentiler emtia piyasas\u0131 i\u00e7in destekleyici olurken, k\u00fcresel ekonomik aktiviteye y\u00f6nelik endi\u015felerin devam etmesi emtia piyasas\u0131ndaki sat\u0131\u015f bask\u0131s\u0131n\u0131n \u00f6n\u00fcne ge\u00e7emedi.<\/p>\n

\n\tPaladyumdaki d\u00fc\u015f\u00fc\u015f dikkati \u00e7ekti<\/strong><\/p>\n

\n\tGe\u00e7en y\u0131l de\u011ferli metallerde alt\u0131n haricinde d\u00fc\u015f\u00fc\u015f e\u011filimi g\u00f6r\u00fcld\u00fc. Y\u0131l\u0131, alt\u0131n y\u00fczde 13,14 de\u011fer art\u0131\u015f\u0131yla, g\u00fcm\u00fc\u015f y\u00fczde 0,6, platin y\u00fczde 7,4, paladyum y\u00fczde 38,6 de\u011fer kayb\u0131yla tamamlad\u0131.<\/p>\n

\n\tPaladyum, 2023’te 924,26 dolarla A\u011fustos 2018’den bu zamana kadarki en d\u00fc\u015f\u00fck seviyeyi test etti.<\/p>\n

\n\tAlt\u0131n\u0131n ons fiyat\u0131, 2062,74 dolarla t\u00fcm zamanlar\u0131n en y\u00fcksek y\u0131ll\u0131k kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirdi.<\/p>\n

\n\tAlt\u0131n\u0131n ons fiyat\u0131, Fed’e ili\u015fkin “g\u00fcvercin” beklentiler, jeopolitik riskler ve dolar endeksinin gerilemesiyle 3 y\u0131l\u0131n ard\u0131ndan y\u00fckseldi.<\/p>\n

\n\tMerkez bankalar\u0131n\u0131n “g\u00fcvercin” para politikalar\u0131na 2024’te ba\u015flayabilece\u011fi beklentileri artarken, k\u00fcresel piyasalarda \u00f6zellikle Fed’in 2024’te faiz indirimleri i\u00e7in harekete ge\u00e7ebilece\u011finin i\u015faretini vermesi ve a\u00e7\u0131klanan verilerin ekonomide “yumu\u015fak ini\u015f” umutlar\u0131n\u0131 desteklemesi \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n

\n\tFed Ba\u015fkan\u0131 Jerome Powell, Fed’in en son faiz karar\u0131 toplant\u0131s\u0131nda yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, s\u0131k\u0131la\u015ft\u0131rma d\u00f6ng\u00fcs\u00fcnde politika faizinin muhtemelen zirvede veya zirveye yak\u0131n oldu\u011funa inand\u0131klar\u0131n\u0131, banka yetkililerinin faiz oranlar\u0131n\u0131n daha da art\u0131r\u0131lmas\u0131n\u0131 uygun bulmamas\u0131na ra\u011fmen bu olas\u0131l\u0131\u011f\u0131 masadan kald\u0131rmak da istemedi\u011fini ifade etmi\u015fti.<\/p>\n

\n\t“G\u00fcvercin” beklentilerin g\u00fc\u00e7lenmesi alt\u0131n\u0131n ons fiyat\u0131n\u0131 desteklerken, tahvil faizlerindeki gerileme de alt\u0131n\u0131n alternatif maliyetini bask\u0131lamaya devam etti.<\/p>\n

\n\t2022 y\u0131l\u0131n\u0131 y\u00fczde 3,88 seviyesinde tamamlayan ABD’nin 10 y\u0131ll\u0131k tahvil faizi y\u00fczde 5’in \u00fczerini g\u00f6rmesine kar\u015f\u0131n bu seviyelerden gerileyerek 2023’\u00fc de neredeyse ayn\u0131 seviyeden, y\u00fczde 3,8810’dan tamamlad\u0131.<\/p>\n

\n\tDi\u011fer taraftan, \u0130srail-Filistin \u00e7at\u0131\u015fmas\u0131n\u0131n daha geni\u015f bir alana yay\u0131labilece\u011fi endi\u015fesi g\u00fcvenli liman varl\u0131klara talebi art\u0131rd\u0131.<\/p>\n

\n\tTalebin artmas\u0131nda, Hindistan’da d\u00fc\u011f\u00fcn sezonu, Bat\u0131 d\u00fcnyas\u0131nda Noel d\u00f6nemi ve \u00c7in’de yeni y\u0131l\u0131n gelmesi de etkili oldu.<\/p>\n

\n\tY\u0131l i\u00e7inde 2145,12 dolarla rekor seviyeyi g\u00f6ren alt\u0131n\u0131n ons fiyat\u0131 ge\u00e7en y\u0131l y\u00fczde 13,11 artarak 2062,74 dolar oldu ve t\u00fcm zamanlar\u0131n en y\u00fcksek y\u0131ll\u0131k kapan\u0131\u015f\u0131n\u0131 yapt\u0131. Alt\u0131n b\u00f6ylece 3 y\u0131l\u0131n ard\u0131ndan yat\u0131r\u0131mc\u0131s\u0131n\u0131n y\u00fcz\u00fcn\u00fc g\u00fcld\u00fcrd\u00fc.<\/p>\n

\n\tAnalistler, \u00c7in taraf\u0131nda Tayvan ile ilgili soru i\u015faretlerinin devam etmesinin de alt\u0131n\u0131n g\u00fcvenli liman \u00f6zelli\u011fini \u00f6ne \u00e7\u0131kard\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n

\n\tY\u0131l i\u00e7inde Asya merkez bankalar\u0131n\u0131n para birimlerini koruma ama\u00e7l\u0131 \u00f6nlemler almas\u0131 da alt\u0131n\u0131 destekleyen unsurlar aras\u0131nda yer ald\u0131.<\/p>\n

\n\tK\u00fcresel ekonominin 2023’te yava\u015flayaca\u011f\u0131na dair endi\u015feler de alt\u0131n\u0131 destekledi. K\u00fcresel \u00e7aptaki resesyon riski ve para politikalar\u0131n\u0131n seyrine ili\u015fkin endi\u015feler ve belirsizlikler alt\u0131n\u0131n ons fiyat\u0131n\u0131 yukar\u0131 y\u00f6nl\u00fc etkiledi.<\/p>\n

\n\t\u00c7in Merkez Bankas\u0131n\u0131n alt\u0131n rezervlerini art\u0131rmaya devam etti\u011fine y\u00f6nelik haberler alt\u0131n\u0131n y\u00fcksek performans\u0131na katk\u0131da bulunurken, SVB ve Signature Bank’\u0131n iflas\u0131n\u0131n ard\u0131ndan da yat\u0131r\u0131mc\u0131lar g\u00fcvenli liman alt\u0131na y\u00f6neldi.<\/p>\n

\n\tK\u00fcresel ekonomik aktiviteye y\u00f6nelik endi\u015felerin devam etmesi paladyum fiyatlar\u0131n\u0131 olumsuz etkilemeyi s\u00fcrd\u00fcrd\u00fc.<\/p>\n

\n\tDi\u011fer taraftan elektrikli ara\u00e7lara artan talep de paladyum fiyatlar\u0131n\u0131n d\u00fc\u015fmesine neden oldu.<\/p>\n

\n\tAnalistler, paladyumun otomobillerdeki katalitik konvert\u00f6r \u00fcretiminde kullan\u0131ld\u0131\u011f\u0131n\u0131 belirterek, elektrikli ara\u00e7lara talebin artmas\u0131yla normal otomobillere olan talebin d\u00fc\u015febilece\u011fine y\u00f6nelik tahminlerin artt\u0131\u011f\u0131n\u0131 ve paladyumda talep endi\u015felerinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n

\n\tPaladyum, resesyon endi\u015felerinden en \u00e7ok etkilenen emtialar aras\u0131nda yer ald\u0131. K\u00fcresel \u00e7apta arz fazlas\u0131 olaca\u011f\u0131na y\u00f6nelik endi\u015feler paladyum fiyat\u0131n\u0131n gerilemesine neden oldu.<\/p>\n

\n\tArtan faiz oranlar\u0131yla ekonomilerde yava\u015flama g\u00f6r\u00fclmeye ba\u015flarken, bu yava\u015flama da hem otomotiv sekt\u00f6r\u00fc hem de di\u011fer alanlardaki talebi etkiledi.<\/p>\n

\n\tElektrikli ara\u00e7lar\u0131n daha \u00e7ok \u00f6n plana \u00e7\u0131kmaya ba\u015flamas\u0131 sonras\u0131nda otomotiv sekt\u00f6r\u00fcnde kullan\u0131lan \u00fcr\u00fcnler de\u011fi\u015fti, paladyum talebi de buna ba\u011fl\u0131 olarak d\u00fc\u015ft\u00fc.<\/p>\n

\n\t\u00c7in ekonomisine ili\u015fkin devam eden endi\u015feler de paladyumu a\u015fa\u011f\u0131 y\u00f6nl\u00fc etkiledi.<\/p>\n

\n\tBaz metallerde bak\u0131r haricinde sert d\u00fc\u015f\u00fc\u015fler g\u00f6r\u00fcld\u00fc<\/strong><\/p>\n

\n\tBaz metallere bak\u0131ld\u0131\u011f\u0131nda, ge\u00e7en y\u0131l tezgah \u00fcst\u00fc piyasada bak\u0131r y\u00fczde 1,8 de\u011fer kazan\u0131rken, kur\u015fun y\u00fczde 12,7, al\u00fcminyum y\u00fczde 15,9, nikel y\u00fczde 44,6 ve \u00e7inko y\u00fczde 17,8 geriledi.<\/p>\n

\n\tBak\u0131r ge\u00e7en y\u0131l 4,29 dolarla Haziran 2022’den sonraki en y\u00fcksek seviyeyi g\u00f6rd\u00fc.<\/p>\n

\n\tK\u00fcresel ekonomik aktivitenin yava\u015flamas\u0131, baz metallerde talep endi\u015felerini \u00f6ne \u00e7\u0131kard\u0131. \u00c7in’de imalat sanayisindeki gerileme baz metalleri etkiledi. Baz metallerdeki d\u00fc\u015f\u00fc\u015fte, \u00f6zellikle Asya’da artan resesyon endi\u015feleri de etkili oldu.<\/p>\n

\n\tZay\u0131f k\u00fcresel talep, yat\u0131r\u0131mc\u0131lar\u0131n end\u00fcstriyel metallere y\u00f6nelik duyarl\u0131l\u0131\u011f\u0131n\u0131n yan\u0131 s\u0131ra fiyatlar \u00fczerinde de bask\u0131 olu\u015fturdu.<\/p>\n

\n\t\u00c7in’in kat\u0131 Kovid-19 s\u0131n\u0131rlamalar\u0131n\u0131 gev\u015fetmesiyle konut sekt\u00f6r\u00fcne ili\u015fkin te\u015fvikler \u00f6zellikle bak\u0131ra olan talebi art\u0131rd\u0131. Bak\u0131rda arza y\u00f6nelik endi\u015feler de \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n

\n\tKanada merkezli First Quantum’un Panama’da i\u015fletti\u011fi bak\u0131r madeni konusunda Panama h\u00fck\u00fcmetiyle ya\u015fad\u0131\u011f\u0131 sorunlar da arz endi\u015felerini tetiklemi\u015fti. Avrupa Birli\u011fi (AB), Avrupa Kritik Ham Madde Yasas\u0131’nda bak\u0131r ve nikeli stratejik metaller olarak belirledi. AB’nin bu karar\u0131 bak\u0131ra olumlu yans\u0131d\u0131.<\/p>\n

\n\tPeru’daki Las Bambas bak\u0131r madeninde i\u015f\u00e7ilerin greve gitti\u011fine ve First Quantum Minerals’in Panama’daki faaliyetlerini bitirebilece\u011fine y\u00f6nelik haberler de bak\u0131rda arz endi\u015felerini \u00f6ne \u00e7\u0131kard\u0131 ve fiyatlar\u0131n y\u00fckselmesine neden olan fakt\u00f6rler aras\u0131nda yer ald\u0131.<\/p>\n

\n\t\u00c7inli izabe tesisleri ile madenciler aras\u0131nda 2024 y\u0131l\u0131nda ger\u00e7ekle\u015fecek teslimatlar i\u00e7in m\u00fczakere edilen d\u00fc\u015f\u00fck i\u015flem \u00fccretleri bak\u0131rda arz endi\u015felerini art\u0131rd\u0131.<\/p>\n

\n\t\u00c7inli d\u00f6k\u00fcmc\u00fcler, ton ba\u015f\u0131na 88 dolar ve libre ba\u015f\u0131na 8,8 cent olan konsantreleri rafine metale d\u00f6n\u00fc\u015ft\u00fcrme \u00fccretlerinin de\u011fi\u015ftirilmesini ummalar\u0131na kar\u015f\u0131n bu \u00fccretleri 2024 i\u00e7in s\u0131ras\u0131yla 80 dolar ve 8 sente indirmeyi kabul etti.<\/p>\n

\n\tSon \u00fc\u00e7 y\u0131lda ilk kez ger\u00e7ekle\u015fen bu d\u00fc\u015f\u00fc\u015f, bak\u0131r piyasalar\u0131nda tedarik s\u0131k\u0131nt\u0131lar\u0131n\u0131n ortaya \u00e7\u0131kabilece\u011fi endi\u015felerini besliyor.<\/p>\n

\n\t\u00c7in’deki stok yenileme \u00e7al\u0131\u015fmalar\u0131 ve artan fiziki talep de bak\u0131r fiyatlar\u0131n\u0131 olumlu etkiliyor. Analistler, k\u00fcresel \u00e7apta artaca\u011f\u0131 tahmin edilen yenilenebilir enerjiye y\u00f6nelik hamlelerin de bak\u0131r talebine pozitif yans\u0131yabilece\u011fini ifade etti.<\/p>\n

\n\tSingapur’da bulunan emtia \u015firketi Trafigura’ya ili\u015fkin haberler nedeniyle ge\u00e7en y\u0131l nikel piyasas\u0131nda sert dalgalanmalar g\u00f6r\u00fcld\u00fc.<\/p>\n

\n\tTrafigura’n\u0131n hayali nikel ihracat\u0131 sebebiyle yar\u0131m milyar dolarl\u0131k kay\u0131pla kar\u015f\u0131 kar\u015f\u0131ya kald\u0131\u011f\u0131 belirtilirken, \u015firket, “sistematik bir doland\u0131r\u0131c\u0131l\u0131\u011f\u0131n” kurban\u0131 oldu\u011funu iddia etmi\u015fti.<\/p>\n

\n\tSahtekarl\u0131\u011f\u0131 yak\u0131n zamanda fark ettiklerini a\u00e7\u0131klayan emtia devi, Dubai merkezli metal t\u00fcccar\u0131 Prateek Gupta ile “ba\u011flant\u0131l\u0131” olan ve “denetime tabi tutuluyormu\u015f gibi g\u00f6z\u00fcken” bir grup \u015firkete kar\u015f\u0131 yasal i\u015flem ba\u015flatt\u0131\u011f\u0131n\u0131 duyurdu. Dava edilen \u015firketler aras\u0131nda TMT Metals ve UD Trading Group da bulunuyordu.<\/p>\n

\n\tTrafigura’n\u0131n a\u00e7\u0131klamas\u0131nda, aral\u0131k ay\u0131ndan bu yana s\u00f6z konusu \u015firketlerden sat\u0131n al\u0131nan konteynerlerin k\u00fc\u00e7\u00fck bir k\u0131sm\u0131n\u0131n denetlendi\u011fi ve konteynerlerin nikel i\u00e7ermedi\u011fi belirtilmi\u015fti. \u015eirket, g\u00f6nderilerin \u00e7o\u011funun transit halinde oldu\u011funu ve “daha fazla inceleme yap\u0131lmas\u0131 i\u00e7in beklendi\u011fini” de bildirmi\u015fti.<\/p>\n

\n\tAnalistler, nikelde ise Endonezya’dan kaynakl\u0131 yo\u011fun bir arz oldu\u011funu s\u00f6yledi.<\/p>\n

\n\tRusya merkezli madencilik \u015firketi Norilsk Nickel, k\u00fcresel nikel arz fazlas\u0131n\u0131n 2023’te 250 bin tonun \u00fczerine \u00e7\u0131kaca\u011f\u0131 \u00f6ng\u00f6r\u00fcs\u00fcnde bulundu. Bundan \u00f6nce \u015firketin tahmini 200 bin tondu.<\/p>\n

\n\tBrent petrolde kay\u0131plar y\u00fczde 8’i a\u015ft\u0131<\/strong><\/p>\n

\n\tEnerji grubunda ise Brent petrol y\u00fczde 8,8, New York Ticaret Borsas\u0131nda i\u015flem g\u00f6ren do\u011fal gaz y\u00fczde 44,2 de\u011fer kaybetti. Brent petrol\u00fcn varil fiyat\u0131, ge\u00e7en y\u0131l 70,085 dolarla Aral\u0131k 2021’den sonraki en d\u00fc\u015f\u00fck seviyeyi test etti.<\/p>\n

\n\t\u0130srail ile Filistin aras\u0131ndaki \u00e7at\u0131\u015fmalar\u0131n Orta Do\u011fu’da tansiyonu y\u00fckseltmesinin k\u00fcresel petrol arz\u0131n\u0131 olumsuz etkileyece\u011fi endi\u015felerine kar\u015f\u0131n d\u00fcnya ekonomilerindeki resesyon beklentisi, d\u00fcnyan\u0131n en b\u00fcy\u00fck petrol ithalat\u00e7\u0131s\u0131 \u00c7in’de ekonomik ve talebe y\u00f6nelik toparlanmaya ili\u015fkin kar\u0131\u015f\u0131k sinyaller belirsizli\u011fe yol a\u00e7arken, ABD’de petrol stoklar\u0131n\u0131n artmas\u0131 Brent petrol \u00fczerinde bask\u0131 olu\u015fturdu.<\/p>\n

\n\tBrent petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015fte, ABD’nin stratejik petrol rezervinden piyasaya petrol sat\u0131\u015f\u0131 yapaca\u011f\u0131na ili\u015fkin haber ak\u0131\u015f\u0131 etkili oldu. \u00c7in’de, i\u015fletmelere verilen yeni kredilerdeki azal\u0131\u015f ve ABD’deki ekonomik endi\u015felerin talep g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc olumsuz etkilemesi de Brent petroldeki d\u00fc\u015f\u00fc\u015fleri tetikledi.<\/p>\n

\n\tABD y\u00f6netimi, Venezuela’da h\u00fck\u00fcmetin muhalefet ile se\u00e7imlerin 2024’te yap\u0131lmas\u0131 konusunda anla\u015fmaya varmas\u0131n\u0131n ard\u0131ndan \u00fclkenin petrol sekt\u00f6r\u00fcne y\u00f6nelik uygulad\u0131\u011f\u0131 baz\u0131 yapt\u0131r\u0131mlar\u0131 ask\u0131ya almas\u0131 da Brent petrol fiyat\u0131n\u0131n gerilemesinde etkili oldu.<\/p>\n

\n\tAvrupa’da ekonomik faaliyetlerdeki zay\u0131fl\u0131k da Brent petrol\u00fcn de\u011fer kaybetmesinde \u00f6nemli rol oynad\u0131.<\/p>\n

\n\tDo\u011fal gaz fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015fte, do\u011fal gaz t\u00fcketiminin nispeten d\u00fc\u015f\u00fck kalmas\u0131n\u0131 sa\u011flayan hava \u015fartlar\u0131, bu nedenle bir\u00e7ok \u00fclkede gaz depolar\u0131n\u0131n yeniden doldurulmas\u0131 ve daha fazla s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz (LNG) ithalat\u0131 etkili oldu. \u00d6zellikle maliyet nedeniyle daha az \u00fcretim yapan sanayide do\u011fal gazda tasarruf sa\u011flanmas\u0131 fiyatlar\u0131n d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc etkiledi. ABD’de elektrik \u00fcretimindeki azal\u0131\u015f do\u011fal gaz talebini olumsuz etkilerken, anormal derecede \u0131l\u0131man ge\u00e7en k\u0131\u015f aylar\u0131nda zay\u0131f \u0131s\u0131tma talebinin neden oldu\u011fu y\u00fcksek stoklar, do\u011fal gaz fiyatlar\u0131n\u0131 d\u00fc\u015f\u00fcrmeye devam etti.<\/p>\n

\n\tTar\u0131m grubunda ge\u00e7en y\u0131l dalgal\u0131 bir seyir g\u00f6r\u00fcld\u00fc<\/strong><\/p>\n

\n\t2023 y\u0131l\u0131nda Chicago Ticaret Borsas\u0131nda i\u015flem g\u00f6ren bu\u011fday y\u00fczde 20,7, m\u0131s\u0131r y\u00fczde 30,6, soya fasulyesi y\u00fczde 14,8, pirin\u00e7 y\u00fczde 4,2 de\u011fer kaybetti. Bu\u011fday, 0,5400 dolarla Eyl\u00fcl 2020’den, m\u0131s\u0131r da 4,61 dolarla Aral\u0131k 2020’den bu zamana kadarki en d\u00fc\u015f\u00fck seviyeyi test etti.<\/p>\n

\n\tABD’de faaliyet g\u00f6steren emtia borsas\u0131 Intercontinental Exchange’te i\u015flem g\u00f6ren pamuk y\u00fczde 2,8 de\u011fer kaybederken, fiyatlar kahvede y\u00fczde 12,6, \u015fekerde y\u00fczde 8,6, kakaoda y\u00fczde 61,4 art\u0131\u015f g\u00f6sterdi.<\/p>\n

\n\tKakao, ton ba\u015f\u0131na 4343 dolarla tarihi zirveyi g\u00f6rd\u00fc. \u015eeker, 0,2814 dolarla Ekim 2011’den bu yana en y\u00fcksek seviyeyi test etti. Pamuk ise 0,7477 dolarla Kas\u0131m 2022’den bu yana en d\u00fc\u015f\u00fck seviyeyi g\u00f6rd\u00fc.<\/p>\n

\n\tGe\u00e7en y\u0131l Karadeniz Tah\u0131l Koridoru Anla\u015fmas\u0131’n\u0131n uzat\u0131lmas\u0131n\u0131n arza y\u00f6nelik endi\u015feleri azaltmas\u0131yla bu\u011fday, m\u0131s\u0131r ve pirin\u00e7te d\u00fc\u015f\u00fc\u015fler g\u00f6r\u00fcld\u00fc.<\/p>\n

\n\tArjantin’de h\u00fck\u00fcmetin mali krizle m\u00fccadele kapsam\u0131nda Arjantin pesosunu dolar kar\u015f\u0131s\u0131nda y\u00fczde 50’den fazla deval\u00fce edece\u011fini ve kamu harcamalar\u0131n\u0131 k\u0131s\u0131tlayaca\u011f\u0131n\u0131 duyurmas\u0131 bu\u011fday ve m\u0131s\u0131r fiyatlar\u0131n\u0131 bask\u0131lad\u0131. Pesonun deval\u00fce edilmesi karar\u0131yla \u00fclkede enflasyonun y\u00fckselebilece\u011fi ve y\u00fcksek fiyatlardan dolay\u0131 bu\u011fday ve m\u0131s\u0131r stoklar\u0131n\u0131n artabilece\u011fi tahmin ediliyor.<\/p>\n

\n\tUcuz Rus tah\u0131l\u0131n\u0131n piyasaya girmesiyle bu\u011fday fiyatlar\u0131 geriledi. ABD’de m\u0131s\u0131r ekimlerinin artmas\u0131 ve petrol fiyatlar\u0131ndaki gerileme de m\u0131s\u0131r fiyatlar\u0131n\u0131 bask\u0131lad\u0131.<\/p>\n

\n\t\u00d6zellikle Brezilya kaynakl\u0131 ucuz tedarik, soya fasulyesi fiyatlar\u0131n\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc etkiledi.<\/p>\n

\n\tK\u00fcresel resesyon endi\u015feleriyle beraber talep endi\u015felerinde ya\u015fanan art\u0131\u015f sonucu pamuk fiyatlar\u0131 geriledi.<\/p>\n

\n\tAnalistler, Hindistan’da \u015feker \u00fcretiminin azalaca\u011f\u0131na y\u00f6nelik \u00f6ng\u00f6r\u00fclerin fiyatlarda y\u00fckseli\u015fe neden oldu\u011funu belirterek, \u00fclkede \u015feker rekoltesinin azalmas\u0131yla k\u00fcresel arz sorunlar\u0131n\u0131n tetiklenebilece\u011finden endi\u015fe edildi\u011fini s\u00f6yledi.<\/p>\n

\n\tHindistan’\u0131n d\u00fcnyan\u0131n en b\u00fcy\u00fck \u015feker \u00fcreticisi, Brezilya’n\u0131n ise d\u00fcnyan\u0131n en b\u00fcy\u00fck \u015feker ihracat\u00e7\u0131s\u0131 oldu\u011funu hat\u0131rlatan analistler, bu nedenle bu iki \u00fclkedeki geli\u015fmelerin fiyatlar \u00fczerinde etkili oldu\u011funu vurgulad\u0131. Fransa’da \u015feker pancar\u0131 \u00fcretiminin son 14 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine gerilemesine dair beklentiler de \u015fekere y\u00f6nelik arz endi\u015felerini tetikledi.<\/p>\n

\n\tEl Nino hava olay\u0131n\u0131n \u015feker \u00fcretimini olumsuz etkileyece\u011fine y\u00f6nelik endi\u015feler de \u015feker fiyatlar\u0131n\u0131 yukar\u0131 y\u00f6nl\u00fc etkiledi. Pakistan ve Tayland’\u0131n da aralar\u0131nda bulundu\u011fu di\u011fer \u00fclkelerden gelen cans\u0131z tedarik beklentileriyle \u015feker fiyatlar\u0131 y\u00fckseldi.<\/p>\n

\n\tD\u00fcnyan\u0131n \u00f6nde gelen \u015feker ticareti firmalar\u0131ndan \u0130svi\u00e7re merkezli Alvean, Hindistan mahsullerindeki k\u00f6t\u00fc g\u00f6r\u00fcn\u00fcm\u00fcn k\u00fcresel tatland\u0131r\u0131c\u0131 stoklar\u0131n\u0131 a\u015fa\u011f\u0131ya \u00e7ekmesi nedeniyle \u015fekerde a\u00e7\u0131k olu\u015fmas\u0131n\u0131 bekledi\u011fi a\u00e7\u0131klamas\u0131nda bulunmu\u015ftu.<\/p>\n

\n\tKahve fiyatlar\u0131ndaki y\u00fckseli\u015fte ise k\u00fcresel \u00fcretimdeki keskin d\u00fc\u015f\u00fc\u015f ve uluslararas\u0131 piyasalarda kahve \u00e7ekirdeklerine artan talep etkili oldu.<\/p>\n

\n\tBrezilya’daki hava ko\u015fullar\u0131 kahve fiyatlar\u0131n\u0131 etkiledi. \u00dclkede, kahve yeti\u015fen alanlarda toprak nem oran\u0131n\u0131n 7 y\u0131l\u0131n zirvesine \u00e7\u0131kt\u0131\u011f\u0131na dair haberlerle kahveye ili\u015fkin \u00fcretim endi\u015feleri artt\u0131 ve kahve fiyatlar\u0131nda y\u00fckseli\u015f kaydedildi. Analistler, Brezilya’da se\u00e7im sonras\u0131 kahve tedarik zincirine y\u00f6nelik artan endi\u015felerin de y\u00fckseldi\u011fini s\u00f6yledi. Bu arada, enerji, i\u015f\u00e7ilik, ambalaj ve paketleme maliyetleri de kahve fiyatlar\u0131n\u0131n y\u00fckselmesini tetikledi.<\/p>\n

\n\tKahve fiyatlar\u0131, Brezilya’da devam eden kurak havan\u0131n kahve mahsul\u00fcn\u00fc olumsuz etkileyece\u011fi endi\u015felerinden de destek al\u0131yor.<\/p>\n

\n\tKakao fiyatlar\u0131, baz\u0131 Bat\u0131 Afrika kakao mahsullerinin kalitesiyle ilgili endi\u015felerden destek g\u00f6rd\u00fc. Ukrayna’daki sava\u015f, Rusya’n\u0131n d\u00fcnya \u00e7ap\u0131ndaki potas ve di\u011fer g\u00fcbre ihracat\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131ndan kakao \u00e7ift\u00e7ileri i\u00e7in g\u00fcbre ve b\u00f6cek ilac\u0131 eksikli\u011fi b\u00fcy\u00fck bir problem haline geldi. Fildi\u015fi Sahili’ndeki baz\u0131 kakao ihracat\u00e7\u0131lar\u0131n\u0131n, kakao \u00e7ekirdekleri k\u0131tl\u0131\u011f\u0131 nedeniyle s\u00f6zle\u015fmelerinde temerr\u00fcde d\u00fc\u015fmek \u00fczere olduklar\u0131na dair haberler \u00fczerine de kakao fiyatlar\u0131 y\u00fckseldi.<\/p>\n

\n\tMuson hava olay\u0131n\u0131n \u00fcretime zarar verebilece\u011fi endi\u015feleri de kakao fiyatlar\u0131n\u0131n y\u00fckselmesine neden olurken, Nijerya’n\u0131n kakao ihracat\u0131n\u0131n d\u00fc\u015ft\u00fc\u011f\u00fcne y\u00f6nelik haberler de kakaoda arz endi\u015felerini \u00f6ne \u00e7\u0131kard\u0131.<\/p>\n

\n\t\u00c7ikolata talebinin g\u00fc\u00e7l\u00fc olmas\u0131 kakao fiyatlar\u0131n\u0131 destekledi.<\/p>\n

\n\tBat\u0131 Afrika’da son zamanlarda g\u00f6r\u00fclen ve kakao \u00e7ekirdeklerinin karar\u0131p \u00e7\u00fcr\u00fcmesine neden olan siyah bakla hastal\u0131\u011f\u0131n\u0131n yay\u0131lmas\u0131n\u0131 h\u0131zland\u0131ran \u015fiddetli ya\u011fmur da kakao fiyatlar\u0131n\u0131n y\u00fckselmesine neden olan ba\u015fka bir etken oldu.<\/p>\n

\n\tAnalistler, hastal\u0131\u011f\u0131n a\u015f\u0131r\u0131 ya\u011f\u0131\u015fl\u0131 havalarda yay\u0131lmas\u0131n\u0131n, kakaonun mahsul kalitesinin ve \u00fcretiminin d\u00fc\u015fmesine neden olabilece\u011fini belirterek, Fildi\u015fi sahilindeki \u00e7ift\u00e7ilerin kakao teslimatlar\u0131n\u0131n da y\u0131lba\u015f\u0131ndan bu yana d\u00fc\u015f\u00fc\u015f kaydetti\u011fini hat\u0131rlatt\u0131.<\/p>\n

\n\tKakao fiyatlar\u0131, Nijerya’n\u0131n para birimi Naira’daki deval\u00fcasyon ve \u00fclkede ya\u015fanan kakao \u00e7ekirde\u011fi k\u0131tl\u0131\u011f\u0131 nedeniyle y\u00fckseldi.<\/p>\n

\n\tBrezilya Tar\u0131m Bakanl\u0131\u011f\u0131n\u0131n \u00fclkenin en b\u00fcy\u00fck \u00e7ikolata yap\u0131m\u0131 ham maddesi \u00fcreten eyaleti olan Bahia’daki meyve bah\u00e7elerinde hafif kakao mozaik vir\u00fcs\u00fc tespit edildi\u011fini duyurmas\u0131 da kakao fiyatlar\u0131n\u0131n artmas\u0131na neden oldu.<\/p>\n

\n\tAvrupa Parlamentosunun, Avrupa Birli\u011fi \u00fclkelerine ormanlara zarar vererek \u00fcretilen \u00fcr\u00fcnlerin ithal edilmesinin yasaklanmas\u0131n\u0131 i\u00e7eren yasay\u0131 onaylamas\u0131 sonras\u0131nda bu durumun b\u00f6lgede \u00e7ikolata end\u00fcstrisinin maliyetlerini art\u0131rabilece\u011fine y\u00f6nelik endi\u015feler artt\u0131.<\/p>\n

\n
ET\u0130KETLER<\/div>\n
\n Petrol
\n Maden
\n Tar\u0131m \u00dcretimi\n <\/div>\n<\/p><\/div>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

\u00c7in’in Covid-19 tedbirlerini kald\u0131rmas\u0131n\u0131n ard\u0131ndan vaka say\u0131s\u0131n\u0131n kontrols\u00fcz \u015fekilde artmas\u0131 emtia piyasas\u0131nda risk alg\u0131s\u0131n\u0131 y\u00fckseltirken,…<\/p>\n","protected":false},"author":1,"featured_media":970,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[210,3359,1587,3358,2338,2459,5716],"class_list":["post-5573","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi-haberleri","tag-bir","tag-birakti","tag-emtia","tag-geride","tag-piyasasi","tag-yili","tag-zorlu"],"yoast_head":"\nEmtia piyasas\u0131 zorlu bir y\u0131l\u0131 geride b\u0131rakt\u0131 - Es-Exchange Ekonomi Haberleri<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/es-exchange.com\/haberler\/?p=5573\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Emtia piyasas\u0131 zorlu bir y\u0131l\u0131 geride b\u0131rakt\u0131 - 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