{"id":183471,"date":"2024-01-18T16:44:35","date_gmt":"2024-01-18T13:44:35","guid":{"rendered":"https:\/\/www.enerjigazetesi.ist\/?p=183471"},"modified":"2024-01-18T16:46:16","modified_gmt":"2024-01-18T13:46:16","slug":"turkiye-enerji-sektoru-ndeki-hareketlilik-devam-ediyor","status":"publish","type":"post","link":"https:\/\/www.enerjigazetesi.ist\/en\/turkiye-enerji-sektoru-ndeki-hareketlilik-devam-ediyor\/","title":{"rendered":"(Turkish) T\u00fcrkiye Enerji Sekt\u00f6r\u00fcndeki Hareketlilik Devam Ediyor"},"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\u2019nin 16. kez haz\u0131rlad\u0131\u011f\u0131 T\u00fcrkiye Enerji Sekt\u00f6r\u00fcnde Birle\u015fme ve Sat\u0131n Almalar Raporu\u2019na g\u00f6re 2023 y\u0131l\u0131nda s\u00f6z konusu piyasada ger\u00e7ekle\u015fen tahmini toplam i\u015flem de\u011feri bir \u00f6nceki y\u0131la g\u00f6re %10 geriledi.<\/h2>\n

PwC T\u00fcrkiye, T\u00fcrkiye enerji sekt\u00f6r\u00fcndeki birle\u015fme ve sat\u0131n alma i\u015flemleri<\/strong>ni analiz etti\u011fi ve sekt\u00f6r\u00fc etkileyebilecek geli\u015fmeleri yorumlad\u0131\u011f\u0131 Enerji Sekt\u00f6r\u00fcnde Birle\u015fme ve Sat\u0131n Almalar Raporu\u2019nun<\/strong> 16.s\u0131n\u0131 yay\u0131nlad\u0131. Rapora g\u00f6re T\u00fcrkiye enerji sekt\u00f6r\u00fcnde toplam i\u015flem say\u0131s\u0131 2023<\/strong>\u2019te 29<\/strong>\u2019da kal\u0131rken, tahmini toplam i\u015flem de\u011feri 2 milyar ABD dolar\u0131<\/strong>ndan 1,8 milyar ABD dolar\u0131na<\/strong> geriledi.<\/p>\n

Ara\u015ft\u0131rmaya g\u00f6re enflasyon, y\u00fcksek faiz oranlar\u0131, jeopolitik krizler ve emtia fiyatlar\u0131ndaki dalgalanmalar gibi unsurlar, k\u00fcresel enerji piyasalar\u0131nda oldu\u011fu gibi T\u00fcrkiye\u2019de de sat\u0131n alma ve birle\u015fme m\u00fczakerelerinin tamamlanma s\u00fcresini ve i\u015flem de\u011ferlerini olumsuz y\u00f6nde etkiledi.<\/p>\n

Akaryak\u0131t Piyasas\u0131ndaki Hareketlilik Sert D\u00fc\u015f\u00fc\u015f\u00fc Engelledi<\/h3>\n

\u00d6nceki y\u0131llardan farkl\u0131 olarak, tahmini toplam de\u011feri 1,1 milyar dolara<\/strong> ula\u015fan ve i\u00e7inde BP<\/strong>\u2019nin T\u00fcrkiye\u2019deki varl\u0131klar\u0131n\u0131n Petrol Ofisi<\/strong>\u2019ne sat\u0131\u015f\u0131n\u0131n da oldu\u011fu be\u015f i\u015flem petrol ve do\u011falgaz segmentini<\/strong> 2023\u2019te \u00f6ne \u00e7\u0131kard\u0131.<\/p>\n

Geri kalan 24 i\u015flemin tamam\u0131 elektrik \u00fcretim tesisleri<\/strong> i\u00e7in ger\u00e7ekle\u015firken, ge\u00e7mi\u015f y\u0131llarda oldu\u011fu gibi ilgi yine yenilenebilir enerji portf\u00f6ylerine<\/strong> yo\u011funla\u015ft\u0131.<\/p>\n

Temkinli Yakla\u015f\u0131m S\u00fcr\u00fcyor<\/h3>\n

PwC T\u00fcrkiye \u015eirket Sat\u0131n Alma ve Birle\u015fme Hizmetleri Orta\u011f\u0131 Engin Alio\u011flu<\/strong> rapora ili\u015fkin de\u011ferlendirmesinde \u015funlar\u0131 s\u00f6yledi:<\/p>\n

\u201cBu y\u0131l 16\u2019\u0131nc\u0131 kez ger\u00e7ekle\u015ftirdi\u011fimiz ara\u015ft\u0131rmam\u0131z, makroekonomik reformlar\u0131n enerji piyasas\u0131ndaki sat\u0131n alma ve birle\u015fmelere hen\u00fcz tam anlam\u0131yla yans\u0131mad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Yenilenebilir Enerji Kaynaklar\u0131 Destekleme Mekanizmas\u0131\u2019ndaki (YEKDEM) bir dizi iyile\u015ftirmenin de \u015fimdiye kadar bu\"\" i\u015flemleri te\u015fvik etmekte yetersiz kalmas\u0131 ve alternatif finansman y\u00f6ntemi olarak halka arzlar\u0131n tercih edilmesi, T\u00fcrkiye enerji piyasas\u0131ndaki varl\u0131klara y\u00f6nelik ilgiyi korumak ve geli\u015ftirmek i\u00e7in yeni, g\u00fcvenilir ve s\u00fcrd\u00fcr\u00fclebilir cazibe noktalar\u0131 olu\u015fturulmas\u0131 gerekti\u011fini bize g\u00f6steriyor.<\/em><\/p>\n

Yabanc\u0131 yat\u0131r\u0131mc\u0131 ilgisi h\u00e2l\u00e2 canl\u0131 olsa da bu ilgi \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. <\/em><\/p>\n

\u00d6te yandan, T\u00fcrkiye\u2019de enerji y\u00f6netiminin politika ve uygulamalar\u0131n\u0131 Paris \u0130klim Anla\u015fmas\u0131 ile \u015fekillenen k\u00fcresel \u00f6rneklerle uyumlu hale getirme \u00e7abas\u0131n\u0131, sekt\u00f6r\u00fcn gelece\u011fine y\u00f6nelik umut veren bir i\u015faret olarak de\u011ferlendiriyoruz.\u201d <\/em><\/p>\n

Raporda \u00d6ne \u00c7\u0131kan Ba\u015fl\u0131klar<\/h3>\n

– 2023 y\u0131l\u0131nda T\u00fcrkiye enerji piyasas\u0131nda ger\u00e7ekle\u015fen 29 anla\u015fman\u0131n toplam de\u011ferinin bir \u00f6nceki y\u0131la g\u00f6re %10\u2019luk d\u00fc\u015f\u00fc\u015fle 1,8 milyar ABD dolar olarak ger\u00e7ekle\u015fti. Ortalama anla\u015fma de\u011ferinin ise %5\u2019lik d\u00fc\u015f\u00fc\u015fle 62 milyon ABD dolar\u0131nda kald\u0131. Global ve i\u00e7 piyasadaki makroekonomik belirsizlikler, \u00f6zellikle elektrik ve do\u011falgaz piyasalar\u0131nda sat\u0131\u015fa \u00e7\u0131kar\u0131lan varl\u0131k say\u0131s\u0131n\u0131n azalmas\u0131, finansman y\u00f6ntemleri aras\u0131nda halka arzlar\u0131n tercih edilmesi ve T\u00fcrk \u015firketlerinin ilgisinin yurtd\u0131\u015f\u0131na kaymas\u0131 bu d\u00fc\u015f\u00fc\u015f\u00fcn sebepleri aras\u0131nda s\u0131ralan\u0131yor.<\/p>\n

– \u00dc\u00e7\u00fc akaryak\u0131t da\u011f\u0131t\u0131m ve ikisi petrol arama<\/strong> ve \u00e7\u0131karma sekt\u00f6rlerinde<\/strong> ger\u00e7ekle\u015fen be\u015f i\u015flemin 1.1 milyar ABD dolar\u0131na ula\u015fan tahmini de\u011feri, tahmini toplam i\u015flem de\u011ferinin %61’ini olu\u015fturdu.<\/p>\n

– Elektrik \u00fcretim, da\u011f\u0131t\u0131m, perakende ve do\u011falgaz da\u011f\u0131t\u0131m alt segmentlerinden olu\u015fan altyap\u0131 sekt\u00f6r\u00fcndeki 2022’de 30 olarak a\u00e7\u0131klanan i\u015flem say\u0131s\u0131 2023’te 24’e d\u00fc\u015ferken toplam de\u011fer de 2 milyar ABD dolar\u0131ndan 700 milyon ABD dolar\u0131na geriledi.<\/p>\n

– T\u00fcm sat\u0131n alma i\u015flemlerinin \u00fcretim tesisleri i\u00e7in ger\u00e7ekle\u015fti\u011fi elektrik piyasas\u0131nda k\u00fc\u00e7\u00fck kapasiteli yenilenebilir enerji portf\u00f6yleri \u00f6n plana \u00e7\u0131kt\u0131. El de\u011fi\u015ftiren termal enerji \u00fcretim tesis ve lisanslar\u0131 aras\u0131nda ise \u00f6zellikle jeotermal enerji varl\u0131klar\u0131 ilgi g\u00f6rd\u00fc. Do\u011falgaz da\u011f\u0131t\u0131m ve perakende cephesinde 2023 y\u0131l\u0131nda herhangi bir i\u015flem a\u00e7\u0131klanmad\u0131.<\/p>\n

– A\u00e7\u0131klanan t\u00fcm i\u015flemler \u00f6zel sekt\u00f6r oyuncular\u0131 aras\u0131nda ger\u00e7ekle\u015fti.<\/p>\n

– Yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n al\u0131c\u0131 tarafta yer ald\u0131\u011f\u0131 d\u00f6rt sat\u0131n alma i\u015flemi, 2022\u2019ye k\u0131yasla \u00f6nemli bir toparlanma kaydederek toplam i\u015flem de\u011ferinin %60’ina ula\u015ft\u0131.<\/p>\n

2024 ve Sonras\u0131 \u0130\u00e7in Belirleyici Olacak Etkenler<\/h3>\n

Raporda 2024 ve sonras\u0131n\u0131 etkileyebilecek baz\u0131 geli\u015fmelere de yer veriliyor. Bunlar aras\u0131nda \u00f6ne \u00e7\u0131kanlar \u015fu \u015fekilde s\u0131ralan\u0131yor:<\/span><\/p>\n

– Makroekonomik geli\u015fmeler:<\/strong> 2023 genel se\u00e7imleri sonras\u0131nda pozitif y\u00f6nde \u00f6nemli de\u011fi\u015fikliklere sahne olan makroekonomi politikalar\u0131 hen\u00fcz enerji piyasas\u0131ndaki sat\u0131n alma ve birle\u015fme i\u015flemlerine yans\u0131mam\u0131\u015f olsa da, bu konudaki potansiyel kararl\u0131l\u0131\u011f\u0131n \u00f6n\u00fcm\u00fczdeki d\u00f6nemde \u00f6zellikle temiz enerji yat\u0131r\u0131mlar\u0131na olan yerli ve yabanc\u0131 ilgisini art\u0131rabilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

– 12. Kalk\u0131nma Plan\u0131:<\/strong> 2024-2028 y\u0131llar\u0131 i\u00e7in a\u00e7\u0131klanan 12. Kalk\u0131nma Plan\u0131\u2019n\u0131n enerji sekt\u00f6r\u00fcne ili\u015fkin hedeflerinin bu sekt\u00f6rdeki sat\u0131n alma ve birle\u015fme i\u015flemlerini etkileyebilece\u011fi tahmin ediliyor. Bu plan dahilinde 2053 net s\u0131f\u0131r emisyon hedefi, enerji verimlili\u011fi yat\u0131r\u0131mlar\u0131, elektrik ve dog\u0306al gaz piyasalar\u0131nda maliyet bazl\u0131 fiyatland\u0131rma uygulamalar\u0131, talep taraf\u0131 kat\u0131l\u0131m\u0131n\u0131n sag\u0306lanmas\u0131na yo\u0308nelik mevzuat, \u0131s\u0131 piyasas\u0131 mevzuat\u0131 ve k\u00fc\u00e7\u00fck n\u00fckleer santral yat\u0131r\u0131mlar\u0131na bulunulan at\u0131flar dikkat \u00e7ekiyor.<\/p>\n

– \u0130klim de\u011fi\u015fikli\u011fiyle ilgili taahh\u00fctler:<\/strong> Karbon Piyasalar\u0131n\u0131n \u0130\u015fletilmesine \u0130li\u015fkin Y\u00f6netmelik tasla\u011f\u0131, Kredi Garanti Fonu kapsam\u0131nda KOB\u0130\u2019lerin ye\u015fil d\u00f6n\u00fc\u015f\u00fcm ve enerji verimlili\u011fi projelerine verilecek destek ve Emisyon Ticaret Sistemi\u2019nin 2024\u2019te i\u015fler hale getirilmesi gibi taahh\u00fctlerin sat\u0131n alma ve birle\u015fmeleri etkileyebilece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

– Halka arzlar:<\/strong> \u00d6zellikle elektrik \u00fcretim piyasas\u0131nda, varl\u0131klar\u0131n sat\u0131\u015f\u0131na alternatif bir finansman y\u00f6ntemi olarak son birka\u00e7 y\u0131lda \u00f6ne \u00e7\u0131kan halka arz e\u011filiminin 2024\u2019te de devam edece\u011fi tahmin ediliyor.<\/p>\n

– Akaryak\u0131t da\u011f\u0131t\u0131m piyasas\u0131ndaki yeniden yap\u0131lanman\u0131n s\u00fcrmesi:<\/strong> Uzun bir aradan sonra2023\u2019te akaryak\u0131t piyasas\u0131nda ba\u015flayan hareketlili\u011fin 2024\u2019te de yeni sat\u0131n alma i\u015flemleriyle devam etmesi bekleniyor. Toplam 35 oyuncudan en b\u00fcy\u00fck onunun piyasan\u0131n %73\u2019\u00fcne hakim oldu\u011fu bu kalabal\u0131k ortamda potansiyel al\u0131c\u0131 ilgisinin \u00f6zellikle orta b\u00fcy\u00fckl\u00fckte ve finansman s\u0131k\u0131nt\u0131s\u0131 \u00e7eken \u015firketlere yo\u011funla\u015faca\u011f\u0131 tahmin ediliyor.<\/p>\n

PwC ara\u015ft\u0131rmas\u0131n\u0131n detaylar\u0131na ula\u015fmak i\u00e7in T\u0131klay\u0131n>><\/a><\/strong><\/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\u2019nin 16. kez haz\u0131rlad\u0131\u011f\u0131 T\u00fcrkiye Enerji Sekt\u00f6r\u00fcnde Birle\u015fme ve Sat\u0131n Almalar Raporu\u2019na g\u00f6re 2023 y\u0131l\u0131nda s\u00f6z konusu piyasada ger\u00e7ekle\u015fen tahmini toplam […]<\/p>\n","protected":false},"author":1,"featured_media":183473,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[46,51,53,52,44],"tags":[62464,165,1114,1839],"views":46,"_links":{"self":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/183471"}],"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=183471"}],"version-history":[{"count":0,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/183471\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media\/183473"}],"wp:attachment":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media?parent=183471"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/categories?post=183471"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/tags?post=183471"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}