{"id":165482,"date":"2022-12-20T10:53:51","date_gmt":"2022-12-20T07:53:51","guid":{"rendered":"https:\/\/www.enerjigazetesi.ist\/?p=165482"},"modified":"2022-12-20T10:53:51","modified_gmt":"2022-12-20T07:53:51","slug":"borsanin-devleri-iklim-icin-ne-yapiyor","status":"publish","type":"post","link":"https:\/\/www.enerjigazetesi.ist\/en\/borsanin-devleri-iklim-icin-ne-yapiyor\/","title":{"rendered":"(Turkish) Borsan\u0131n Devleri \u0130klim i\u00e7in Ne Yap\u0131yor?"},"content":{"rendered":"

Sorry, this entry is only available in Turkish<\/a>. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language.<\/p>

<\/p>\n

\u0130klim \u0130\u00e7in 350 Derne\u011fi ve S\u00fcrd\u00fcr\u00fclebilir Ekonomi ve Finans Aras\u0327t\u0131rmalar\u0131 Derneg\u0306i (SEFIA), Borsa \u0130stanbul\u2019da i\u015flem g\u00f6ren ilk 30 \u015firketin (BIST 30) iklim de\u011fi\u015fikli\u011fine yakla\u015f\u0131m\u0131n\u0131 inceledi. <\/strong>\u201cBIST 30 Firmalar\u0131n\u0131n G\u00f6r\u00fcn\u00fcm\u00fc\u201d<\/strong><\/em> adl\u0131 rapora g\u00f6re, \u015firketlerin hemen hemen hi\u00e7biri iklim de\u011fi\u015fikli\u011fiyle m\u00fccadele i\u00e7in yeterli \u00e7aba g\u00f6stermiyor.<\/strong><\/h2>\n

Raporda, Borsa \u0130stanbul\u2019da i\u015flem g\u00f6ren, hem i\u015flem hacmi hem de piyasa de\u011feri en y\u00fcksek 30 \u015firketin olu\u015fturdu\u011fu BIST 30\u2019da yer alan bankac\u0131l\u0131k harici<\/u> 25 \u015firketin iklim de\u011fi\u015fikli\u011fine yakla\u015f\u0131m\u0131 be\u015f kriterde de\u011ferlendirildi: Fosil yak\u0131t varl\u0131klar\u0131\/yat\u0131r\u0131mlar\u0131, Temiz enerji yat\u0131r\u0131mlar\u0131, \u201cNet S\u0131f\u0131r\u201d, Karbon ayak izi ve \u201cKarbon N\u00f6tr\u201d i\u00e7in hedef belirlenmesi, ESG (\u00c7evresel, Sosyal, Y\u00f6neti\u015fimsel uygulamalar)<\/em> ve benzeri di\u011fer derecelendirmeler.<\/p>\n

BIST 30\u2019da sadece 6 \u015firketin net s\u0131f\u0131r i\u00e7in hedef tarihi var<\/strong><\/h3>\n

Ara\u015ft\u0131rmaya g\u00f6re, incelenen 25 \u015firketten<\/strong> yaln\u0131zca alt\u0131s\u0131n\u0131n<\/strong> (Ar\u00e7elik, Sabanc\u0131 Holding, Aselsan, Vestel, \u015ei\u015fecam ve Pegasus)<\/strong> net s\u0131f\u0131r i\u00e7in hedef tarihi bulunuyor. Yani bu \u015firketler belirli bir tarihte, \"\"enerji verimlili\u011fi, elektrifikasyon ve yenilenebilir enerji kaynaklar\u0131n\u0131 kullanmak gibi se\u00e7eneklerle emisyonlar\u0131n\u0131 net s\u0131f\u0131r seviyesine indirmeyi hedefliyor. \u00d6te yandan, yine bu 25 \u015firket aras\u0131ndan yaln\u0131zca 11 \u015firketin de karbon n\u00f6tr i\u00e7in hedef tarihi bulundu\u011fu belirtiliyor. (Ar\u00e7elik, THY, Ford Otomotiv, Sasa Polyester, Aselsan, Turkcell, Tekfen, Tofa\u015f, T\u00dcPRA\u015e, Pegasus ve Ko\u00e7 Holding). Yani bu \u015firketler sebep olduklar\u0131 toplam emisyon ile, \u00e7evreci yat\u0131r\u0131mlar\u0131 sayesinde telafi ettikleri emisyon miktar\u0131n\u0131 dengelemeyi hedefliyor.<\/p>\n

Di\u011fer yandan, \u015firketlerin \u00e7evresel, sosyal ve y\u00f6neti\u015fimsel anlamda att\u0131\u011f\u0131 ad\u0131mlar\u0131 de\u011ferlendiren ESG derecelendirmesinde yaln\u0131zca iki \u015firketin ESG skoru \u00f6zelinde d\u00fc\u015f\u00fck riskli oldu\u011fu, 12 \u015firketin ise orta riskli oldu\u011fu ortaya koyuluyor. Y\u00fcksek ve ciddi y\u00fcksek ESG skoru alan \u015firket say\u0131s\u0131 ise 11 olarak a\u00e7\u0131klan\u0131yor. Yani y\u00fcksek ve ciddi y\u00fcksek riskli \u015firket oran\u0131 y\u00fczde 44 iken d\u00fc\u015f\u00fck riskli \u015firket oran\u0131 yaln\u0131zca y\u00fczde 8. Ba\u015fka bir deyi\u015fle raporda, borsan\u0131n en b\u00fcy\u00fck 25 \u015firketinin y\u00fczde 92\u2019sinin \u00e7evresel ve sosyal a\u00e7\u0131dan ciddi risklerle kar\u015f\u0131 kar\u015f\u0131ya oldu\u011fu s\u00f6ylenebilir.<\/p>\n

\u0130klim i\u00e7in 350 Derne\u011fi T\u00fcrkiye Koordinat\u00f6r\u00fc Efe Baysal,<\/strong> \u201c\u0130klim de\u011fi\u015fikli\u011fiyle k\u00fcresel m\u00fccadelede en \u00f6nemli ad\u0131mlardan olan Paris Anla\u015fmas\u0131\u2019na taraf olan T\u00fcrkiye, 2053 y\u0131l\u0131 i\u00e7in net-s\u0131f\u0131r emisyona ula\u015fma hedefini a\u00e7\u0131klad\u0131. T\u00fcrkiye\u2019nin bu hedefini yakalayabilmesi i\u00e7in h\u0131zl\u0131 bir emisyon azalt\u0131m patikas\u0131 izlemesi gerekti\u011fi olduk\u00e7a a\u00e7\u0131kken, T\u00fcrkiye\u2019nin en b\u00fcy\u00fck \u015firketlerinin bu patikan\u0131n \u00e7ok uza\u011f\u0131nda ilerledi\u011fini g\u00f6rmek \u00fcz\u00fcc\u00fc. Raporumuz, iklim de\u011fi\u015fikli\u011fiyle ger\u00e7ek anlamda m\u00fccadele i\u00e7in kamu sekt\u00f6r\u00fcn\u00fcn yan\u0131 s\u0131ra \u00f6zel sekt\u00f6r\u00fcn de acilen \u00fczerine d\u00fc\u015fen sorumluluklar\u0131 yerine getirmesi gerekti\u011fini g\u00f6steriyor.\u201d <\/em>dedi.<\/p>\n

Raporda ayr\u0131ca, ihracat\u0131n\u0131n yakla\u015f\u0131k yar\u0131s\u0131n\u0131 AB \u00fclkelerine ger\u00e7ekle\u015ftiren T\u00fcrkiye i\u00e7in \u00f6nemli bir rekabet potansiyeli ta\u015f\u0131yan S\u0131n\u0131rda Karbon D\u00fczenleme Mekanizmas\u0131 (SKDM) da ele al\u0131n\u0131yor. Rapora g\u00f6re, AB S\u0131n\u0131rda Karbon Vergisi Mekanizmas\u0131\u2019ndan do\u011frudan etkilenecek d\u00f6rt \u015firket dikkati \u00e7ekiyor: Demir-\u00e7elik sekt\u00f6r\u00fcnden Erdemir ve Kardemir ile g\u00fcbre sekt\u00f6r\u00fcnden G\u00fcbreta\u015f ve Hekta\u015f. \u00dcretim esnas\u0131nda sebep olduklar\u0131 karbon emisyonu yo\u011fun olan bu \u015firketlerin, \u00fcretim s\u00fcre\u00e7lerini yeniden d\u00fczenleyerek emisyonlar\u0131nda \u00f6nemli miktarda bir azalmaya gitmezlerse, S\u0131n\u0131rda Karbon D\u00fczenleme Mekanizmas\u0131\u2019ndan ciddi anlamda olumsuz etkilenmeleri bekleniyor. Bu \u015firketlere ek olarak, yine BIST 30 i\u00e7erisinde yer alan Ko\u00e7 Holding, Sabanc\u0131 Holding ve Tekfen Holding\u2019in de \u00e7imento ve fosil yak\u0131t bazl\u0131 enerji sekt\u00f6rlerinde yer alan grup \u015firketleri ile ba\u011fl\u0131 ortakl\u0131klar ve i\u015ftirakler yoluyla SKDM\u2019den dolayl\u0131 olarak etkilenece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

S\u00fcrd\u00fcr\u00fclebilir Ekonomi ve Finans Aras\u0327t\u0131rmalar\u0131 Derneg\u0306i (SEFIA) Finansal Ara\u015ft\u0131rmalar Direkt\u00f6r\u00fc \u0130brahim \u00c7ift\u00e7i<\/strong>, \u201cT\u00fcrkiye\u2019de bir k\u0131s\u0131m \u015firketler ulusal emisyon ticaret sisteminin hayata ge\u00e7mesiyle \u00fcretim s\u00fcre\u00e7lerinde sebep olduklar\u0131 karbondan maddi olarak sorumlu olacaklar. Ancak bundan \u00f6nce AB taraf\u0131ndan karbon vergisiyle tan\u0131\u015farak fiyat rekabet\u00e7ili\u011finde darbe alacaklar. Bu risklerin yan\u0131 s\u0131ra halka a\u00e7\u0131k \u015firketlerin kar\u015f\u0131la\u015faca\u011f\u0131 bir di\u011fer b\u00fcy\u00fck tehdit ise k\u00fcresel fon y\u00f6netim \u015firketlerinin \u00e7ok yak\u0131nda yat\u0131r\u0131m kararlar\u0131nda bu d\u00f6n\u00fc\u015f\u00fcm\u00fc \u00f6nceliklendirece\u011fi beklentisi. Uluslararas\u0131 finansmana eri\u015fimde s\u0131k\u0131nt\u0131 ya\u015fayan yahut y\u00fcksek oranlarla bor\u00e7lanan \u015firketlerin, bu yat\u0131r\u0131mc\u0131lar\u0131n radar\u0131ndan \u00e7\u0131kmas\u0131 hem Borsa \u0130stanbul hem de \u00fclke ekonomisi ad\u0131na ciddi bir tehdit. \u00d6te yandan d\u00f6n\u00fc\u015f\u00fcmle uygun pozisyon almak ise, bu \u015firketler i\u00e7in bir f\u0131rsat. \u00d6zetle, \u015firketlerin bu enerji odakl\u0131 ekonomik d\u00f6n\u00fc\u015f\u00fcme hangi h\u0131zla adapte olaca\u011f\u0131 mali yap\u0131lar\u0131 \u00fczerinde etkili olacak\u2019\u2019<\/em> dedi.<\/p>","protected":false},"excerpt":{"rendered":"

Sorry, this entry is only available in Turkish. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language. \u0130klim \u0130\u00e7in 350 Derne\u011fi ve S\u00fcrd\u00fcr\u00fclebilir Ekonomi ve Finans Aras\u0327t\u0131rmalar\u0131 Derneg\u0306i (SEFIA), Borsa \u0130stanbul\u2019da i\u015flem g\u00f6ren ilk 30 \u015firketin (BIST 30) iklim […]<\/p>\n","protected":false},"author":1,"featured_media":165486,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[53,52],"tags":[106825,1999,106824,106826,104600],"views":62,"_links":{"self":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/165482"}],"collection":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/comments?post=165482"}],"version-history":[{"count":1,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/165482\/revisions"}],"predecessor-version":[{"id":165483,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/165482\/revisions\/165483"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media\/165486"}],"wp:attachment":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media?parent=165482"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/categories?post=165482"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/tags?post=165482"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}