{"id":167402,"date":"2023-01-18T12:04:43","date_gmt":"2023-01-18T09:04:43","guid":{"rendered":"https:\/\/www.enerjigazetesi.ist\/?p=167402"},"modified":"2023-01-18T12:06:12","modified_gmt":"2023-01-18T09:06:12","slug":"pwc-turkiye-enerji-sektoru-nde-birlesme-ve-satin-almalar-raporunu-yayimladi","status":"publish","type":"post","link":"https:\/\/www.enerjigazetesi.ist\/en\/pwc-turkiye-enerji-sektoru-nde-birlesme-ve-satin-almalar-raporunu-yayimladi\/","title":{"rendered":"(Turkish) ’PwC T\u00fcrkiye’den Enerji Sekt\u00f6r\u00fcnde Birle\u015fme ve Sat\u0131n Alma Raporu"},"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

PwC T\u00fcrkiye, her sene T\u00fcrkiye enerji piyasas\u0131ndaki birle\u015fme ve sat\u0131n alma i\u015flemlerini analiz etti\u011fi raporunun 15\u2019incisini yay\u0131mlad\u0131. Rapora g\u00f6re 2022\u2019de enerji piyasas\u0131ndaki 31 i\u015flemin toplam tahmini de\u011feri 2021\u2019e g\u00f6re % 29 azalarak 2 milyar ABD dolar olarak ger\u00e7ekle\u015fti. K\u00fcresel ve ulusal piyasalarda derinle\u015fen ekonomik kriz bu d\u00fc\u015f\u00fc\u015fte etkili oldu.<\/strong><\/h2>\n

PwC\u2019nin, T\u00fcrkiye enerji sekt\u00f6r\u00fcndeki birle\u015fme<\/strong> ve sat\u0131n alma i\u015flemlerini<\/strong> y\u0131ll\u0131k olarak analiz etti\u011fi ve sekt\u00f6r\u00fc bekleyen geli\u015fmelere yer verdi\u011fi raporun 15. say\u0131s\u0131<\/strong> yay\u0131mland\u0131.<\/p>\n

\u2018T\u00fcrkiye Enerji Sekt\u00f6r\u00fcndeki Birle\u015fme ve Sat\u0131n Almalar 2022\u2019<\/strong>\u00a0raporuna g\u00f6re ge\u00e7ti\u011fimiz y\u0131l boyunca enerji sekt\u00f6r\u00fcnde 31 birle\u015fme ve sat\u0131n alma i\u015flemi ger\u00e7ekle\u015fti. S\u00f6z konusu i\u015flemlerin toplam tahmini de\u011feri 2 milyar ABD dolar\u0131, olarak kay\u0131tlara ge\u00e7ti. 2021 y\u0131l\u0131nda 2,8 milyar ABD dolar\u0131 de\u011ferinde 40 birle\u015fme ve sat\u0131n alma i\u015fleminin kaydedildi\u011fi g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, bu tablo 2022<\/strong>\u2019de %29<\/strong> oran\u0131nda ciddi bir d\u00fc\u015f\u00fc\u015f ya\u015fand\u0131\u011f\u0131n\u0131<\/strong> g\u00f6steriyor.<\/p>\n

Raporun alt detaylar\u0131 incelendi\u011finde ise 2022 y\u0131l\u0131nda ortalama i\u015flem de\u011feri bir \u00f6nceki y\u0131la g\u00f6re hemen hemen ayn\u0131 kalarak 65 milyon ABD dolar\u0131 seviyesinde ger\u00e7ekle\u015fti. \u0130\u015flemlerin neredeyse hepsinin elektrik \u00fcretim, da\u011f\u0131t\u0131m, perakende ve do\u011falgaz da\u011f\u0131t\u0131m alt segmentlerinden olu\u015fan altyap\u0131 sekt\u00f6r\u00fcnde oldu\u011fu g\u00f6zlemlenirken, bu i\u015flemler aras\u0131nda en fazla ilgi yenilenebilir enerji varl\u0131klar\u0131na yo\u011funlast\u0131.<\/p>\n

Son 2 Y\u0131ll\u0131k Y\u00fckseli\u015f Trendi Durdu: K\u00fcresel ve Ulusal Krizin \u0130zleri<\/strong><\/h3>\n

PwC T\u00fcrkiye \u015eirket Sat\u0131n Alma ve Birle\u015fme Hizmetleri Orta\u011f\u0131 Engin Alio\u011flu<\/strong> s\u00f6z konusu rapora ili\u015fkin \u015fu a\u00e7\u0131klamalar\u0131 yapt\u0131: \u201cPwC T\u00fcrkiye olarak enerji sekt\u00f6r\u00fcne y\u00f6nelik haz\u0131rlad\u0131\u011f\u0131m\u0131z rapora g\u00f6re,\u00a0T\u00fcrkiye enerji piyasas\u0131nda birle\u015fme ve sat\u0131n almalarda 2020 y\u0131l\u0131nda ba\u015flayan ve pandeminin \"\"getirdi\u011fi t\u00fcm belirsizli\u011fe ra\u011fmen 2021 y\u0131l\u0131nda da devam eden y\u00fckseli\u015f trendinin 2022\u2019de sona erdi\u011fi g\u00f6r\u00fcl\u00fcyor. Bu durum, k\u00fcresel ve ulusal piyasalarda derinle\u015fen ekonomik krizin bir sonucu olarak de\u011ferlendirilebilir.<\/em><\/p>\n

K\u00fcresel tabloda, Ukrayna\u2019daki sava\u015f, hayat pahal\u0131l\u0131\u011f\u0131n\u0131 derinle\u015ftiren enerji krizi, pandemiyi kontrol alt\u0131nda tutma \u00e7abalar\u0131, teknoloji \u015firketlerinin piyasa de\u011ferlerindeki sert d\u00fc\u015f\u00fc\u015f, y\u00fcksek enflasyon, faiz oranlar\u0131, global emtia fiyatlar\u0131ndaki dalgalanmalar gibi fakt\u00f6rlerin, birle\u015fme ve sat\u0131n alma i\u015flemlerindeki fiyat belirsizli\u011fini ve daralman\u0131n sebepleri aras\u0131nda \u00f6n plana \u00e7\u0131kt\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz.\u201d<\/em><\/p>\n

T\u00fcrkiye enerji piyasas\u0131ndaki d\u00fc\u015f\u00fc\u015f trendinin ard\u0131nda da bu k\u00fcresel fakt\u00f6rlerin etkili oldu\u011funu belirten Engin Alio\u011flu<\/strong>, T\u00fcrk Liras\u0131\u2019n\u0131n de\u011fer kaybetmesi ve bunun sonucunda kredi notlar\u0131n\u0131n d\u00fc\u015fmesinin de bu fakt\u00f6rlerin etkilerini art\u0131rd\u0131\u011f\u0131n\u0131 vurgulad\u0131. \u00a0Alio\u011flu<\/strong> s\u00f6zlerine \u015f\u00f6yle devam etti: \u201cKaradeniz\u2019de do\u011fal gaz rezervlerinin bulunmas\u0131na ili\u015fkin haberlere ra\u011fmen, bu piyasada liberilizasyon konusunda bir ilerleme kaydedilmemesinin yat\u0131r\u0131mc\u0131lar\u0131n ilgisini k\u0131s\u0131tlad\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Bir di\u011fer dikkat \u00e7eken nokta ise yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n hareketleri.<\/em><\/p>\n

Her ne kadar 2021\u2019de %75 olan yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n ger\u00e7ekle\u015ftirdikleri birle\u015fme ve sat\u0131n alma i\u015flemlerinin t\u00fcm i\u015flemlerdeki pay\u0131 2022\u2019de %31\u2019e gerilemi\u015f olsa da, Orta Do\u011fulu \u015firketlerin<\/strong> elektrik altyap\u0131 pazar\u0131n\u0131n farkl\u0131 segmentlerinde<\/strong> ger\u00e7ekle\u015ftirdikleri sat\u0131n alma i\u015flemlerini<\/strong> olumlu geli\u015fmeler olarak de\u011ferlendiriyoruz.\u201d<\/em><\/p>\n

2023 Nas\u0131l Planlanmal\u0131?<\/strong><\/h3>\n

Rapor bu veriler \u0131\u015f\u0131\u011f\u0131nda baz\u0131 \u00f6ng\u00f6r\u00fclere de yer veriyor. Buna g\u00f6re T\u00fcrkiye\u2019de enerji y\u00f6netiminin, eylemlerini Paris \u0130klim Anla\u015fmas\u0131’n\u0131n \u015fekillendirdi\u011fi k\u00fcresel en iyi uygulamalarla uyumlu hale getirme \u00e7abalar\u0131 umut verici bulunuyor.<\/p>\n

Ancak birle\u015fme ve sat\u0131n almalar konusundaki bu yava\u015flaman\u0131n, k\u00fcresel piyasalardaki yava\u015flamaya paralel olmas\u0131, k\u00fcresel piyasalar\u0131n iyile\u015fmesiyle birlikte T\u00fcrkiye enerji piyasas\u0131n\u0131n da otomatik olarak toparlanaca\u011f\u0131 anlam\u0131na gelmedi\u011fine dikkat \u00e7ekiliyor.<\/p>\n

Rapordaki analizlere g\u00f6re, Yenilenebilir Enerji Kaynaklar\u0131 Destekleme Mekanizmas\u0131n\u0131n (YEKDEM) \u015fimdiye kadar beklenen d\u00fczeyde sat\u0131n alma ve birle\u015fme i\u015flemini te\u015fvik etmekte yetersiz kalmas\u0131yla, k\u00fcresel krizlerden ayr\u0131\u015fmak ve olas\u0131 bir k\u00fcresel toparlanmadan en iyi \u015fekilde yararlanmak i\u00e7in yeni ve g\u00fcvenilir \u00e7ekim noktalar\u0131n\u0131n acilen bulunmas\u0131 gerekti\u011fi vurgulan\u0131yor.<\/p>\n

Yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n ilgisi h\u00e2l\u00e2 mevcut olsa da bu, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde ger\u00e7ekle\u015fecek i\u015flemlerin \u015fu andaki \u2018al\u0131c\u0131 piyasas\u0131\u2019ndan daha ziyade, y\u00fcksek kaliteli varl\u0131klara ve i\u015f g\u00fcc\u00fcne sahip hedef \u015firketlerin ger\u00e7ek de\u011ferini daha iyi yans\u0131tacak \u015fekilde \u2018sat\u0131c\u0131 piyasas\u0131\u2019nda el de\u011fi\u015ftirebilmesi i\u00e7in uygun ortam\u0131n olu\u015fturulmas\u0131 gerekiyor.<\/p>\n

Bu ba\u011flamda, 2023 y\u0131l\u0131ndaki genel se\u00e7ime ili\u015fkin k\u0131sa vadeli planlar\u0131n \u00f6tesine ge\u00e7erek uzun vadeli bir bak\u0131\u015f a\u00e7\u0131s\u0131yla T\u00fcrkiye\u2019ye daha g\u00fcvenli bir liman stat\u00fcs\u00fc kazand\u0131rmak art\u0131k enerji y\u00f6netimi i\u00e7in hi\u00e7 olmad\u0131\u011f\u0131 kadar b\u00fcy\u00fck \u00f6nem ta\u015f\u0131yor.<\/p>\n

15 Y\u0131ll\u0131k \u0130vme<\/strong><\/h3>\n

Raporun 15. y\u0131l\u0131 sebebiyle, T\u00fcrkiye enerji piyasas\u0131n\u0131n son 15 y\u0131l\u0131n\u0131 de\u011ferlendiren bir bol\u00fcm de okuyucularla payla\u015f\u0131l\u0131yor.<\/p>\n

Analizlere g\u00f6re, liberalizasyon politikalar\u0131n\u0131n ba\u015far\u0131l\u0131 oldu\u011fu elektrik piyasas\u0131, son 15 y\u0131lda en fazla birle\u015fme ve sat\u0131n alma\u00a0i\u015flemin ger\u00e7ekle\u015fti\u011fi piyasa oldu. Toplam elektrik talebinin %3,5\u2019lik y\u0131ll\u0131k birle\u015fik b\u00fcy\u00fcme oran\u0131 (CAGR) ile s\u00fcrd\u00fcr\u00fclebilir \u015fekilde artarak 2022\u2019de 320 milyar kWh\u2019ye ula\u015fmas\u0131 ve T\u00fcrkiye\u2019nin kendi \u00fcretim kapasitesine yat\u0131r\u0131m yaparak bu talebi kar\u015f\u0131lamas\u0131, kilit cazibe noktalar\u0131 oldu. Sonu\u00e7 olarak kurulu kapasite %7\u2019lik CAGR ile artarak 2022 y\u0131l\u0131nda 103 GW\u2019ya ula\u015ft\u0131.<\/p>\n

Raporda ayr\u0131ca s\u00f6z konusu 15 y\u0131l, piyasadaki yap\u0131sal de\u011fi\u015fiklikler ile farkl\u0131 yat\u0131r\u0131mc\u0131lar\u0131n profilleri, kaynaklar\u0131 ve ilgileri a\u00e7\u0131s\u0131ndan ikiye ayr\u0131l\u0131yor:<\/p>\n

– 2008-2017 (ilk 10 y\u0131l): <\/strong>Bu ilk d\u00f6nemde, kamuya ait elektrik ve do\u011fal gaz varl\u0131klar\u0131n\u0131n \u00f6zelle\u015ftirilmesi, y\u00fcksek enerji talebi, y\u00fcksek yabanc\u0131 yat\u0131r\u0131mc\u0131 ilgisi, yenilenebilir enerji pazar\u0131n\u0131n h\u0131zla geli\u015fmesi, elektrik spot piyasas\u0131n\u0131n ortaya \u00e7\u0131k\u0131\u015f\u0131 ve akaryak\u0131t piyasas\u0131ndaki k\u00f6kl\u00fc de\u011fi\u015fiklikler gibi fakt\u00f6rler \u00e7ok say\u0131da ve y\u00fcksek de\u011ferli birle\u015fme ve sat\u0131n alma i\u015fleminin ger\u00e7ekle\u015fmesini sa\u011flad\u0131.<\/p>\n

– 2018-2022 (ikinci 5 y\u0131l):<\/strong>\u00a0Bu d\u00f6nemde her ne kadar yenilenebilir enerji piyasas\u0131ndaki olumlu geli\u015fmeler yerli ve yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n ilgi oda\u011f\u0131 olmaya devam etti. Ancak, makroekonomik sorunlar, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n kademeli \u00e7\u0131k\u0131\u015f\u0131, akaryak\u0131t piyasas\u0131nda derinle\u015fen sorunlar, elektrik sekt\u00f6r\u00fcnde derinle\u015fen bor\u00e7 problemleri ve pandemi gibi fakt\u00f6rler birle\u015fme ve sat\u0131n almalarda ilk d\u00f6nemde yakalanan momentumun s\u00fcrmesini engelledi.<\/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. PwC T\u00fcrkiye, her sene T\u00fcrkiye enerji piyasas\u0131ndaki birle\u015fme ve sat\u0131n alma i\u015flemlerini analiz etti\u011fi raporunun 15\u2019incisini yay\u0131mlad\u0131. Rapora g\u00f6re 2022\u2019de enerji piyasas\u0131ndaki […]<\/p>\n","protected":false},"author":1,"featured_media":167407,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[51,53],"tags":[100036,23311,1839],"views":42,"_links":{"self":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/167402"}],"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=167402"}],"version-history":[{"count":1,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/167402\/revisions"}],"predecessor-version":[{"id":167403,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/167402\/revisions\/167403"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media\/167407"}],"wp:attachment":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media?parent=167402"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/categories?post=167402"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/tags?post=167402"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}