{"id":88656,"date":"2019-03-06T23:49:01","date_gmt":"2019-03-06T20:49:01","guid":{"rendered":"https:\/\/www.enerjigazetesi.ist\/?p=88656"},"modified":"2019-03-06T23:52:19","modified_gmt":"2019-03-06T20:52:19","slug":"turkiye-lngde-kilit-ulke-konumuna-gelecek","status":"publish","type":"post","link":"https:\/\/www.enerjigazetesi.ist\/en\/turkiye-lngde-kilit-ulke-konumuna-gelecek\/","title":{"rendered":"(Turkish) T\u00fcrkiye LNG\u2019de Kilit \u00dclke Konumuna Gelecek"},"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

KPMG T\u00fcrkiye\u2019nin haz\u0131rlad\u0131\u011f\u0131 Enerji Sekt\u00f6rel Bak\u0131\u015f 2019, k\u00fcresel de\u011fi\u015fimlerle \u015fekillenen enerji piyasas\u0131n\u0131 analiz ediyor. Rapora g\u00f6re, d\u00fcnyada do\u011falgazda \u00f6zellikle LNG lehine artan ticari e\u011filim T\u00fcrkiye i\u00e7in f\u0131rsat olabilir. T\u00fcrkiye\u2019nin hem depolama kabiliyeti, hem g\u00fc\u00e7l\u00fc anla\u015fmalar\u0131 nedeniyle do\u011falgazda b\u00f6lgesinin \u2018kilit \u00fclkesi\u2019 olma \u015fans\u0131 var.<\/h1>\n

KPMG T\u00fcrkiye\u2019nin, ekonominin dinamosu sekt\u00f6rleri analiz etti\u011fi Sekt\u00f6rel Bak\u0131\u015f serisinin Enerji raporu \u00e7\u0131kt\u0131. Haz\u0131rlanan rapor, enerjideki k\u00fcresel geli\u015fmeler \u0131\u015f\u0131\u011f\u0131nda T\u00fcrkiye\u2019de sekt\u00f6re \u0131\u015f\u0131k tutuyor. Rapora g\u00f6re, d\u00fcnyada \u2018LNG furyas\u0131\u2019 ba\u015fl\u0131yor. T\u00fcrkiye\u2019nin stratejisi ve yat\u0131r\u0131mlar\u0131 nedeniyle LNG kozunu do\u011fru \"\"oynayarak do\u011falgazda b\u00f6lgesinin kilit \u00fclkesi olma ihtimali y\u00fcksek.<\/p>\n

Raporda, d\u00fcnyada ve T\u00fcrkiye\u2019de \u015fehirle\u015fmenin ve ekonomik kalk\u0131nman\u0131n etkisiyle enerji ihtiyac\u0131n\u0131n giderek artt\u0131\u011f\u0131 belirtildi. BP\u2019in hesaplamalar\u0131na g\u00f6re, 2017\u2019de d\u00fcnya ekonomisindeki g\u00fc\u00e7l\u00fc b\u00fcy\u00fcmenin de etkisiyle birincil enerji t\u00fcketimi bir \u00f6nceki y\u0131la g\u00f6re y\u00fczde 2,2 oran\u0131nda artt\u0131. Bu rakam 2013 sonras\u0131 en y\u00fcksek seviye. Son 10 y\u0131l\u0131n ortalamas\u0131 ise sadece y\u00fczde 1,7 olarak ger\u00e7ekle\u015fmi\u015fti. Raporda, bu ko\u015fullarda d\u00fcnya enerji sekt\u00f6r\u00fcn\u00fcn artan ihtiyac\u0131 daha iyi kar\u015f\u0131lamak \u00fczere farkl\u0131 bir sistem in\u015fa etmeye \u00e7al\u0131\u015ft\u0131\u011f\u0131 ancak zorluklar ya\u015fad\u0131\u011f\u0131 vurguland\u0131.<\/p>\n

KPMG T\u00fcrkiye Enerji Sekt\u00f6r Lideri \u00dcmit Bilirgen, mevcut ekonomik tabloda T\u00fcrkiye\u2019deki sekt\u00f6r\u00fcn durumunu \u015f\u00f6yle anlatt\u0131:<\/p>\n

\u201cT\u00fcrkiye h\u0131zl\u0131 b\u00fcy\u00fcyen bir ekonomi, enerji t\u00fcketimi de buna paralel artan bir trend izliyor. Son 25 y\u0131lda T\u00fcrkiye\u2019nin y\u0131ll\u0131k birincil enerji t\u00fcketimi 55 milyon ton kar\u015f\u0131l\u0131\u011f\u0131 petrolden 155 milyon tona y\u00fckseldi. Ancak birincil enerji kaynaklar\u0131nda d\u0131\u015fa ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 y\u00fcksek olan T\u00fcrkiye, y\u00fcksek miktarda d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131 ve cari i\u015flemler a\u00e7\u0131\u011f\u0131 veriyor. Dolay\u0131s\u0131yla, k\u00fcresel enerji fiyatlar\u0131ndaki geli\u015fmeler \u00fclkenin enerji faturas\u0131na ve d\u0131\u015f finansman ihtiyac\u0131na do\u011frudan yans\u0131rken, T\u00fcrk finansal varl\u0131klar \u00fczerinde ilave bask\u0131 olu\u015fturuyor.\u201d<\/p>\n

Sekt\u00f6r\u00fcn d\u0131\u015f borcu y\u00fcksek<\/h2>\n

Bilirgen \u015f\u00f6yle devam etti:<\/p>\n

\u201cT\u00fcrkiye\u2019nin enerjide d\u0131\u015fa ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 azaltmak ve milli kaynaklara y\u00f6nelmek konusunda yo\u011fun bir ajandas\u0131 var. Y\u00fcksek b\u00fcy\u00fcme potansiyelinin gerektirdi\u011fi enerji ihtiyac\u0131n\u0131 kar\u015f\u0131lamak \u00fczere, ge\u00e7ti\u011fimiz y\u0131llarda h\u00fck\u00fcmet te\u015fvikleriyle birlikte yurt i\u00e7inde y\u00fckl\u00fc miktarda enerji yat\u0131r\u0131mlar\u0131 yap\u0131ld\u0131. Sadece Kamu-\u00d6zel Sekt\u00f6r i\u015fbirli\u011fi kapsam\u0131nda son 30 y\u0131lda 28,8 milyar dolar tutar\u0131nda s\u00f6zle\u015fme ve 9,4 milyar dolarl\u0131k yat\u0131r\u0131m yap\u0131ld\u0131. Bu yat\u0131r\u0131mlar \u00fclkenin kurulu enerji kapasitesini art\u0131rd\u0131, ancak d\u0131\u015fa ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n azalt\u0131lmas\u0131 konusunda hen\u00fcz s\u0131n\u0131rl\u0131 pozitif sonu\u00e7lara ula\u015f\u0131ld\u0131. \u00d6te yandan sekt\u00f6r kat\u0131l\u0131mc\u0131lar\u0131 bu yat\u0131r\u0131mlar\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde yurt i\u00e7i ve yurt d\u0131\u015f\u0131 piyasalardan yabanc\u0131 para cinsinden bor\u00e7lanarak ger\u00e7ekle\u015ftirdiler. Enerji sekt\u00f6r\u00fcn\u00fcn toplam bankac\u0131l\u0131k kredi hacmi i\u00e7indeki pay\u0131 2010 ba\u015f\u0131nda y\u00fczde 5\u2019in alt\u0131ndayken, 2018 \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte y\u00fczde 8\u2019i a\u015ft\u0131. Sekt\u00f6r\u00fcn d\u0131\u015f borcu ise 10,7 milyar dolardan 15,8 milyar dolar seviyesine \u00e7\u0131kt\u0131. Buna kar\u015f\u0131n d\u00f6viz kurlar\u0131ndaki art\u0131\u015flar sonras\u0131nda, \u00f6zellikle elektrik \u00fcreticisi firmalar \u00fcretim ve finansman maliyetlerindeki art\u0131\u015fa kar\u015f\u0131n sat\u0131\u015f fiyatlar\u0131ndaki art\u0131\u015flar\u0131n s\u0131n\u0131rl\u0131 kalmas\u0131 nedeniyle zora girdi. Bu nedenle sekt\u00f6r\u00fcn i\u00e7inde bulundu\u011fu zorlu finansal ko\u015fullar, T\u00fcrkiye ekonomisinin ve bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn \u00f6nemli bir sorunu haline geldi. Enerji sekt\u00f6r\u00fcne verilen kredilerde takipteki alacaklar\u0131n sekt\u00f6re verilen toplam nakdi kredilere oran\u0131, sene ba\u015f\u0131ndaki y\u00fczde 0,8\u2019den \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu itibar\u0131yla hen\u00fcz d\u00fc\u015f\u00fck seviyelerde olsa bile y\u00fczde 2,8 ile ge\u00e7mi\u015f y\u0131llar ortalamalar\u0131n\u0131n \u00fczerine h\u0131zl\u0131 bir \u015fekilde y\u00fckseldi.\u201d<\/p>\n

\u00dcmit Bilirgen, T\u00fcrkiye\u2019de enerji politikalar\u0131n\u0131n oda\u011f\u0131nda arz\u0131n g\u00fcvenli\u011fini sa\u011flamak ve d\u0131\u015fa ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n azalt\u0131lmas\u0131 bulundu\u011funu, optimum kaynak \u00e7e\u015fitlili\u011fini sa\u011flamak \u00fczere t\u00fcm alternatif enerji kaynaklar\u0131n\u0131n de\u011ferlendirildi\u011fini s\u00f6yledi. Bilirgen, \u201cKamu otoritesinin enerji politikalar\u0131ndaki kararl\u0131 hedeflerine ra\u011fmen, \u00f6zel sekt\u00f6r\u00fcn finansal ko\u015fullardaki s\u0131k\u0131la\u015fma, d\u00f6vizdeki dalgalanma ve y\u00fcksek seviyedeki arz-talep belirsizlikleri nedeniyle yat\u0131r\u0131m i\u015ftah\u0131nda genel anlamda azalma, muhtemel bir geli\u015fme olarak ortaya konabilir\u201d dedi.<\/p>\n

Yeni d\u00f6nemde enerji yat\u0131r\u0131mlar\u0131 a\u00e7\u0131s\u0131ndan kredilerin yeniden yap\u0131land\u0131r\u0131lmas\u0131na y\u00f6nelik beklentinin y\u00fckseldi\u011fini belirten Bilirgen, \u201cDo\u011falgazdan ve di\u011fer termik kaynaklardan elektrik \u00fcretimine dayal\u0131, kapasitesi ve \u00f6zellikle verimlili\u011fi d\u00fc\u015f\u00fck santrallerin varl\u0131\u011f\u0131 sekt\u00f6rde kanayan yara olmay\u0131 s\u00fcrd\u00fcrecek. Bununla birlikte artan n\u00fcfus, \u015fehirle\u015fme ve ihracat odakl\u0131 ekonomik geli\u015fme enerji talebinin k\u0131sa vadeli dalgalanmalara ra\u011fmen g\u00fc\u00e7l\u00fc kalmas\u0131n\u0131 sa\u011fl\u0131yor. Bu nedenle \u00f6n\u00fcm\u00fczdeki d\u00f6nemde toplam enerji talebinin daha yava\u015f olmakla birlikte artmaya devam edece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor\u201d diye konu\u015ftu.<\/p>\n

LNG furyas\u0131 geliyor<\/h2>\n

T\u00fcrkiye\u2019nin ge\u00e7mi\u015f y\u0131llarda yenilenebilir enerjide yapt\u0131\u011f\u0131 yat\u0131r\u0131mlar ve enerjide yerli kaynaklara y\u00f6nelim \u00e7abalar\u0131 sayesinde enerji kaynaklar\u0131n\u0131n kullan\u0131m bile\u015fenlerinin de\u011fi\u015febilece\u011fini ifade eden Bilirgen, \u015funlar\u0131 s\u00f6yledi:<\/p>\n

\u201cH\u00fck\u00fcmetin te\u015fvik edici ve d\u00fczenleyici rol\u00fcn\u00fcn artmas\u0131 yeni dengeler i\u00e7in b\u00fcy\u00fck \u00f6nem ta\u015f\u0131yor. H\u00fck\u00fcmetin yerli \u00fcretime bak\u0131\u015f\u0131n\u0131n ve yan\u0131 s\u0131ra petrol ve do\u011falgaz aramalar\u0131na y\u00f6nelik arama \u00e7a\u011fr\u0131s\u0131n\u0131n yans\u0131mas\u0131n\u0131 k\u0131sa s\u00fcrede bulabilece\u011fine dair g\u00fc\u00e7l\u00fc kanaatler var. D\u00fcnyada do\u011fal gazda, \u00f6zellikle LNG lehine ciddi bir ticari e\u011filim mevcut. Otoriteler bu durumu, \u2018LNG furyas\u0131 geliyor\u2019 \u015feklinde a\u00e7\u0131kl\u0131yor. T\u00fcrkiye bu noktada hem depolama kabiliyeti, hem borudan kaynaklanan g\u00fc\u00e7l\u00fc anla\u015fmalar\u0131 \u00e7er\u00e7evesinde do\u011falgazda b\u00f6lgesinin \u2018kilit \u00fclkesi\u2019 olabilme \u015fans\u0131na y\u00f6nelik ad\u0131mlar\u0131 daha fazla atabilir.<\/p>\n

Petrol fiyatlar\u0131ndaki basamak aral\u0131klar\u0131 d\u00fc\u015f\u00fck volatilite yak\u0131n d\u00f6nemin ger\u00e7eklerinden biri olarak kabul ediliyor. R\u00fczgarda \u00fc\u00e7te bir, g\u00fcne\u015fte yar\u0131 yar\u0131ya d\u00fc\u015fen yat\u0131r\u0131m maliyetleri, bu alandaki i\u015ftah\u0131 y\u00fcksek tutacak ve yerli \u00fcretimle birlikte T\u00fcrkiye\u2019yi bu alanda ihracat \u00fcss\u00fc yapabilecek. Yan\u0131 s\u0131ra elektrik \u00fcretiminde termik kaynaklar\u0131n pay\u0131n\u0131n azal\u0131yor ve yenilenebilir enerjiye kay\u0131yor olmas\u0131 da bu alandaki yat\u0131r\u0131mlar\u0131n i\u015ftah\u0131na olumlu yans\u0131yacakt\u0131r. G-20 gelecek y\u0131l Japonya\u2019da toplanacak. Orada da hidrojen enerji sistemleri g\u00fcndemde daha \u00e7ok yer bulacak. D\u00fcnyada hidrojen enerji sistemleri daha \u00e7ok konu\u015fulacak, \u00fczerinde projeler geli\u015ftirilecek.\u201d<\/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 T\u00fcrkiye\u2019nin haz\u0131rlad\u0131\u011f\u0131 Enerji Sekt\u00f6rel Bak\u0131\u015f 2019, k\u00fcresel de\u011fi\u015fimlerle \u015fekillenen enerji piyasas\u0131n\u0131 analiz ediyor. Rapora g\u00f6re, d\u00fcnyada do\u011falgazda \u00f6zellikle LNG lehine artan […]<\/p>\n","protected":false},"author":1,"featured_media":88658,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[46,53],"tags":[1128,19761,34929,23219,67,1009,44177,47444,41942,26433,10109,35870,34755],"views":681,"_links":{"self":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/88656"}],"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=88656"}],"version-history":[{"count":0,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/88656\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media\/88658"}],"wp:attachment":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media?parent=88656"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/categories?post=88656"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/tags?post=88656"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}