{"id":70324,"date":"2017-12-26T21:37:59","date_gmt":"2017-12-26T18:37:59","guid":{"rendered":"https:\/\/www.enerjigazetesi.ist\/?p=70324"},"modified":"2017-12-26T21:38:38","modified_gmt":"2017-12-26T18:38:38","slug":"petrol-piyasalarinda-elektrikli-arac-korkusu","status":"publish","type":"post","link":"https:\/\/www.enerjigazetesi.ist\/en\/petrol-piyasalarinda-elektrikli-arac-korkusu\/","title":{"rendered":"(Turkish) Petrol Piyasalar\u0131nda Elektrikli Ara\u00e7 Korkusu"},"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>

KPMG\u2019nin petrol ve gaz piyasalar\u0131 analizine g\u00f6re, bu ay d\u00fcnyada y\u00fckselen elektrikli ara\u00e7 trendi g\u00fcndemde \u00f6ne \u00e7\u0131kt\u0131. Analize g\u00f6re petrol piyasalar\u0131 elektrikli ara\u00e7lar\u0131n giderek artan pop\u00fclaritesi kar\u015f\u0131s\u0131nda endi\u015feli. Analizi yorumlayan KPMG T\u00fcrkiye Enerji Sekt\u00f6r Lideri \u00dcmit Bilirgen, \u201cOPEC \u00fcyeleri ve onlara destek veren OPEC d\u0131\u015f\u0131 \u00fclkeler, k\u00fcresel arz fazlas\u0131n\u0131 gidermek amac\u0131yla getirilen \u00fcretim k\u0131s\u0131nt\u0131lar\u0131n\u0131 2018 y\u0131l\u0131n\u0131n sonuna kadar uzatma karar\u0131 alsa da elektrikli ara\u00e7lar\u0131n yol a\u00e7aca\u011f\u0131 f\u0131rt\u0131na \u015fimdiden sekt\u00f6r\u00fc endi\u015felendiriyor\u201d dedi.<\/strong><\/p>\n

KPMG\u2019nin petrol ve gaz analizine g\u00f6re, OPEC \u00fcyesi \u00fclkeler ile onlara destek veren OPEC d\u0131\u015f\u0131 \u00fclkelerin \"\"\u00fcretim k\u0131s\u0131nt\u0131lar\u0131n\u0131 2018 y\u0131l\u0131n\u0131n sonuna kadar uzatma karar\u0131 g\u00f6n\u00fcllere su serpmedi. \u00dcretim k\u0131s\u0131nt\u0131s\u0131na y\u00f6nelik anla\u015fmas\u0131n\u0131n uzat\u0131lmas\u0131n\u0131n piyasaya etkilerini yorumlayan KPMG T\u00fcrkiye Enerji Sekt\u00f6r Lideri \u00dcmit Bilirgen, \u201cBu anla\u015fma petrol piyasalar\u0131n\u0131n bir y\u0131l daha rahat edece\u011fi anlam\u0131na geliyor. Ancak elektrikli ara\u00e7lar\u0131n pop\u00fclaritesi giderek art\u0131yor. Bu nedenle uzun vadeli talebe y\u00f6nelik belirsizlikler, petrol \u00fcreticisi firmalar\u0131n yat\u0131r\u0131m kararlar\u0131n\u0131 zorla\u015ft\u0131r\u0131yor, sekt\u00f6r genelinde endi\u015fe yarat\u0131yor.\u201d dedi.<\/p>\n

Kusursuz f\u0131rt\u0131na korkusu<\/strong><\/p>\n

\u201cBu durum petrol piyasalar\u0131n\u0131n, \u00f6n\u00fcm\u00fczdeki 10 y\u0131l i\u00e7inde bir kusursuz f\u0131rt\u0131na ya\u015fama ihtimalini g\u00fc\u00e7lendiriyor\u201d diyen Bilirgen, \u015f\u00f6yle devam etti:<\/p>\n

\u201c<\/strong>Elektrikli ara\u00e7 teknolojisinde ya\u015fanan geli\u015fmeler ve yat\u0131r\u0131m haberleri fosil yak\u0131t \u00fcretim yat\u0131r\u0131mlar\u0131n\u0131n yava\u015flamas\u0131na yol a\u00e7\u0131yor. \u00d6rne\u011fin Tesla elektrikli kamyonunu tan\u0131tt\u0131. Elektrikli ara\u00e7larla y\u00fck ta\u015f\u0131mac\u0131l\u0131\u011f\u0131n\u0131n da yap\u0131labilece\u011fi vizyonu somutla\u015ft\u0131. Di\u011fer tarafta ise bu geli\u015fmeler fon yat\u0131r\u0131mc\u0131lar\u0131 taraf\u0131ndan yak\u0131ndan takip ediliyor. \u00d6rne\u011fin Norve\u00e7 Ulusal Varl\u0131k Fonu fosil yak\u0131tlar\u0131 portf\u00f6y\u00fcnden \u00e7\u0131karma sinyali verdi. Norve\u00e7 gibi baz\u0131 \u00fclkeler, fosil yak\u0131t kullanan ara\u00e7lar\u0131n sat\u0131\u015f\u0131n\u0131 tamamen sona erdirme planlar\u0131n\u0131 \u015fimdiden yapt\u0131. Bunlara kar\u015f\u0131l\u0131k OPEC \u00fclkelerinin elinden gelen ise \u00fcretimde k\u0131s\u0131nt\u0131ya giderek fiyat istikrar\u0131n\u0131 sa\u011flamak ve arz fazlas\u0131n\u0131 engellemek. Hatta bu defa al\u0131nan karara, daha \u00f6nce muaf tutulan OPEC \u00fcyeleri Nijerya ve Libya da d\u00e2hil edildi. K\u0131sa vadede k\u0131s\u0131nt\u0131n\u0131n devam etmesi olumlu kar\u015f\u0131lansa da bu, s\u00f6z konusu hedeflerde ger\u00e7ek bir fikir birli\u011finin ya da s\u00fcrekli uyumun sa\u011flanaca\u011f\u0131 anlam\u0131na gelmiyor.\u201d<\/p>\n

Stoklar 5 y\u0131ll\u0131k ortalamalar seviyesinde<\/strong><\/p>\n

OPEC\u2019in arz talep tahminlerine de de\u011finen Bilirgen \u201cArz ve talep OPEC’in tahminine ve hedeflerine g\u00f6re ilerledi\u011fi takdirde, ticari ham petrol stoklar\u0131n\u0131n d\u00fc\u015f\u00fc\u015f\u00fc devam ederek 2018’in \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fi sona ermeden 5 y\u0131ll\u0131k ortalama seviyesine gerileyecek. Ba\u015fta Rusya olmak \u00fczere di\u011fer \u00f6nemli oyucular ise temkinli davran\u0131yor. \u00d6te yandan Suudi Arabistan\u2019\u0131n politikas\u0131, Veliaht Muhammad bin Salman’\u0131n iktidar\u0131n\u0131 sa\u011flamla\u015ft\u0131rmaya d\u00f6n\u00fck k\u0131sa vadeli hedeflere yo\u011funla\u015ft\u0131. Bu durum muhtemelen kesintileri 2018’de kald\u0131rmama \u0131srar\u0131n\u0131n s\u00fcrece\u011fi anlam\u0131na geliyor\u201d diye konu\u015ftu.<\/p>\n

Kaya petrol\u00fc dengeleri bozabilir<\/strong><\/p>\n

Bilirgen, 2018\u2019in ilk \u00e7eyre\u011fiyle ilgili \u015fu perspektifi \u00e7izdi:<\/p>\n

\u201cABD kaya petrol\u00fcnde \u00fcretimi art\u0131rarak rekabeti daha da h\u0131zland\u0131rma niyetinde. Petrol fiyatlar\u0131nda art\u0131\u015fla birlikte ABD\u2019li \u00fcreticiler de \u00fcretimlerini art\u0131r\u0131yor. Bu geli\u015fme kar\u015f\u0131s\u0131nda OPEC \u00fcyelerinin verebilece\u011fi tepki, k\u0131s\u0131nt\u0131 kararlar\u0131n\u0131 kademeli olarak geri almaya ba\u015flamak ya da \u00fcretim hedeflerini daha s\u0131k g\u00f6zden ge\u00e7irmeyi i\u00e7eren bir stratejiyi hayata ge\u00e7irmek olabilir. B\u00f6ylece stok tehdidi ortadan kalkt\u0131ktan sonra pazar pay\u0131n\u0131 a\u015famal\u0131 olarak geri alma politikas\u0131 izleyebilirler. Ancak Suudi Arabistan\u2019\u0131n \u00fcretim k\u0131s\u0131nt\u0131s\u0131n\u0131n 2018 y\u0131l\u0131 sonuna kadar devam\u0131nda \u0131srarc\u0131 olmas\u0131 ve hi\u00e7bir taraf\u0131n anla\u015fmay\u0131 2018’in ilk \u00e7eyre\u011finin sonunda aniden kesmeyi istememesi nedeniyle, anla\u015fmay\u0131 ayn\u0131 \u00fcretim hedefleriyle 2018 sonuna kadar uzatma karar\u0131 al\u0131nd\u0131.<\/p>\n

2018\u2019de hileye ba\u015fvuranlar olabilir<\/strong><\/p>\n

Bununla beraber pazar paylar\u0131n\u0131 geri almak isteyen anla\u015fma kat\u0131l\u0131mc\u0131lar\u0131 2018’de muhtemelen daha fazla hile yapmaya ba\u015flayacak, fiyat art\u0131\u015flar\u0131n\u0131 s\u0131n\u0131rland\u0131racak ve y\u0131l\u0131n ikinci yar\u0131s\u0131nda Suudi Arabistan\u2019\u0131 \u00fcretim hedeflerini ger\u00e7ekle\u015ftirme yolunda daha yaln\u0131z b\u0131rakacak.<\/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.KPMG\u2019nin petrol ve gaz piyasalar\u0131 analizine g\u00f6re, bu ay d\u00fcnyada y\u00fckselen elektrikli ara\u00e7 trendi g\u00fcndemde \u00f6ne \u00e7\u0131kt\u0131. Analize g\u00f6re petrol piyasalar\u0131 elektrikli ara\u00e7lar\u0131n […]<\/p>\n","protected":false},"author":1,"featured_media":70325,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[51,53,44],"tags":[67,1009,26456,36406,34755],"views":821,"_links":{"self":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/70324"}],"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=70324"}],"version-history":[{"count":1,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/70324\/revisions"}],"predecessor-version":[{"id":70326,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/70324\/revisions\/70326"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media\/70325"}],"wp:attachment":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media?parent=70324"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/categories?post=70324"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/tags?post=70324"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}