{"status":true,"post":{"id":29073,"user_id":1,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-24 15:56:26","created_at":"2021-10-21T21:00:00.000000Z","updated_at":"2022-10-24T12:56:26.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":29073,"is_featured":0,"title":"Aya\u011f\u0131m\u0131za gelen f\u0131rsat\u0131 heba etmeyelim","slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"home_title":null,"sub_title":null,"category_id":73,"description":null,"content":" \t\t\t\t\t \t\t\t\t\t

HAKAN G\u00dcLDA\u011e<\/strong><\/span><\/p>

Korona salg\u0131n\u0131n\u0131n ilk g\u00fcnleriydi. Hat\u0131rlay\u0131n... \u00c7in\u2019de insanlar sokaklarda yere d\u00fc\u015f\u00fcp hastalan\u0131yorlard\u0131. \u00c7in y\u00f6netimi, insanlar soka\u011fa \u00e7\u0131kmas\u0131nlar diye kap\u0131lar\u0131 kaynakla lehimliyordu. Hollywood filmlerine ta\u015f \u00e7\u0131karacak sahneler ya\u015fan\u0131yordu. \u00dczerinden \u00e7ok zaman ge\u00e7ti gibi geliyor ama de\u011fil. \u0130ki y\u0131l bile olmad\u0131...<\/span>
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D\u00fcnyan\u0131n \u00fcretim platformu \u00c7in\u2019in o d\u00f6nemde duraksamas\u0131, d\u00fcnya ticaretini de hemen etkiledi. Alternatif aray\u0131\u015flar\u0131 ba\u015flad\u0131. Yine hat\u0131rlay\u0131n l\u00fctfen, o s\u00fcre\u00e7te Eko-Mercek\u2019te \u2018T\u00fcrkiye, d\u00fcnyan\u0131n B plan\u0131 olacak\u2019 demi\u015ftik. <\/span>
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Sonra pandemi b\u00fct\u00fcn d\u00fcnyaya yay\u0131ld\u0131. Evlere kapan\u0131ld\u0131. Ekonomiler adeta \u00e7\u00f6kt\u00fc. \u0130lk toparlayan ise hastal\u0131\u011f\u0131n ortaya \u00e7\u0131kt\u0131\u011f\u0131 \u00c7in oldu. Devasa \u00fcretim g\u00fcc\u00fcn\u00fcn ihtiyac\u0131 olan hammaddeleri toplamaya ba\u015flad\u0131. Keza konteynerleri de... Ancak d\u00fcnyan\u0131n bir taraf\u0131 toparlan\u0131rken, di\u011ferleri hastal\u0131kla bo\u011fu\u015fuyordu. Arz s\u0131k\u0131nt\u0131lar\u0131, hammadde fiyatlar\u0131n\u0131 yukar\u0131 do\u011fru ittirdi. Giden konteynerlerin geriye ayn\u0131 h\u0131zla d\u00f6nmemesi navlun fiyatlar\u0131n\u0131 art\u0131rd\u0131. \u00c7in ile ABD limanlar\u0131 aras\u0131nda bir konteynerin ta\u015f\u0131ma maliyeti tam 12.5 kat artt\u0131. <\/span>
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F\u0130YATLARIN \u00d6NLENEMEYEN Y\u00dcKSEL\u0130\u015e\u0130 <\/strong><\/span>
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Ekonomilerin durmas\u0131 gibi hareketlenmesi de h\u0131zla oldu. Pandemi boyunca ertelenen talebi h\u0131zla kar\u015f\u0131lamak ise m\u00fcmk\u00fcn olmad\u0131. Kimse haz\u0131r de\u011fildi. Yat\u0131r\u0131mlar durmu\u015ftu. S\u0131f\u0131rdan yat\u0131r\u0131m\u0131 b\u0131rak\u0131n, tevzi yat\u0131r\u0131mlar\u0131 d\u00fc\u015fm\u00fc\u015ft\u00fc. Pek \u00e7ok sanayi ve enerji tesisinde bak\u0131m-onar\u0131m bile ihmal edilmi\u015fti. <\/span>
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Mesela gemicilik sekt\u00f6r\u00fc... Her y\u0131l ortalama y\u00fczde 4 civar\u0131nda b\u00fcy\u00fcyen d\u00fcnya ekonomisine paralel bi\u00e7imde ihtiyaca uygun pek \u00e7ok gemi in\u015fa edilirken, pandemi nedeniyle tersaneler bo\u015f kald\u0131. Talep patlay\u0131nca ortaya gemi a\u00e7\u0131\u011f\u0131 \u00e7\u0131kt\u0131. Bir de bu a\u00e7\u0131\u011f\u0131 f\u0131rsata \u00e7evirmek isteyen spek\u00fclat\u00f6rler devreye girince navlun krizi iyice b\u00fcy\u00fcd\u00fc. T\u00fcm d\u00fcnyada fiyatlar ciddi bi\u00e7imde artt\u0131. <\/span>
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Fiyatlar\u0131 a\u015fa\u011f\u0131ya \u00e7ekme \u00e7abalar\u0131 ba\u015far\u0131l\u0131 olmad\u0131. \u00d6rne\u011fin, ABD Ba\u015fkan\u0131 Joe Biden, d\u00fcnyan\u0131n \u2018g\u00fc\u00e7l\u00fc\u2019 sesi olarak, \u2018petrol fiyatlar\u0131n\u0131n a\u015f\u0131r\u0131 y\u00fckseldi\u011fini ve d\u00fc\u015fmesi gerekti\u011fini\u2019 s\u00f6yledi. Petrol ihra\u00e7 eden \u00fclkelere, OPEC\u2019e bu y\u00f6nde \u00e7a\u011fr\u0131 yapt\u0131. Ancak petrol fiyatlar\u0131 Biden\u2019\u0131n \u00e7a\u011fr\u0131da bulundu\u011fu g\u00fcnk\u00fc seviyelerinin \u00e7ok \u00fcst\u00fcne \u00e7\u0131kt\u0131. <\/span>
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Hi\u00e7 \u015f\u00fcphesiz, hammaddelerdeki fiyat art\u0131\u015flar\u0131ndan yararlananlar da var. Pandemi d\u00f6neminde ekonomiler durunca d\u00fc\u015fen taleple birlikte fiyatlar da a\u015fa\u011f\u0131ya inmi\u015fti. Suudi Arabistan ve di\u011fer petrol ihracat\u00e7\u0131s\u0131 \u00fclkelerin b\u00fcy\u00fck b\u00fct\u00e7e a\u00e7\u0131klar\u0131 vermelerine neden olmu\u015ftu. \u015eimdi o \u00fclkelerin kasalar\u0131 yine dolarla dolmaya ba\u015flad\u0131. Enflasyonu y\u00fczde 5 bin 500 (evet yanl\u0131\u015f okumad\u0131n\u0131z, y\u00fczde be\u015f bin be\u015f y\u00fcz) d\u00fczeyinde seyreden Venezuela ekonomisi dahi petrol fiyatlar\u0131ndaki y\u00fckseli\u015fle birlikte toparlanmaya ba\u015flad\u0131. Keza Rusya da bu s\u00fcre\u00e7ten memnun... Elbirli\u011fi ile fiyatlar\u0131n a\u015fa\u011f\u0131ya d\u00fc\u015fmemesi i\u00e7in \u00e7al\u0131\u015f\u0131yorlar. <\/span>
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\u2018UCUZ\u2019 D\u00d6NEM SONA ERD\u0130<\/strong><\/span>
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Enerji fiyatlar\u0131 y\u00fckseldi. \u00c7o\u011fu emtian\u0131n fiyat\u0131 da \u00f6yle... G\u0131da fiyatlar\u0131ndaki art\u0131\u015flar son 47 y\u0131l\u0131n zirvesinde. Maliyet art\u0131\u015flar\u0131 ise son 60 y\u0131l\u0131n... Fiyatlar hala da y\u00fckseliyor. Endeksler, pek \u00e7ok \u00fcr\u00fcnde \u00e7ok uzun y\u0131llar\u0131n en y\u00fcksek art\u0131\u015flar\u0131na i\u015faret ediyor. <\/span>
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K\u0131sacas\u0131, art\u0131k ucuz bir d\u00f6nemde de\u011filiz. G\u00f6r\u00fcnen o ki, bir s\u00fcre de olmayaca\u011f\u0131z. En az birka\u00e7 y\u0131l daha da... Tabii ki, ola\u011fan\u00fcst\u00fc bi\u00e7imde artan fiyatlar ayn\u0131 d\u00fczeyde kalmayacak. Beklenen, salg\u0131nda yeni bir dalga olmazsa, 6-9 ay i\u00e7erisinde fiyatlar\u0131n dengelenmeye ba\u015flamas\u0131. Ancak d\u00fcnya ticaretini yak\u0131ndan takip edenlere bak\u0131l\u0131rsa, bundan b\u00f6yle 500 dolara konteyner bulmak m\u00fcmk\u00fcn olmayacak. Yeni \u2018normal\u2019 seviyelerin 1500-2000 dolar olaca\u011f\u0131 belirtiliyor.<\/span>
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\u015eimdi bu s\u00fcre\u00e7, iyiden iyiye tedarik zincirlerinde ya\u015fanan hasar s\u00fcreci ile birle\u015fti. Daha \u00f6nce Eko-Mercek\u2019te ele alm\u0131\u015ft\u0131k. \u00c7in \u2018ucuz\u2019 ve b\u00fcy\u00fck \u00f6l\u00e7ekli \u00fcretim konusunda zorlan\u0131yor. Bir \u00e7ok \u00fcr\u00fcnde bo\u015fluklar olu\u015fuyor. \u00dcretim kesintileri, T\u00fcrkiye\u2019nin oldu\u011fu gibi, d\u00fcnyan\u0131n da ihtiya\u00e7lar\u0131n\u0131 kar\u015f\u0131layam\u0131yor. <\/span>
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T\u00dcRK\u0130YE\u2019N\u0130N \u0130MKAN SET\u0130 G\u00dc\u00c7L\u00dc<\/strong><\/span>
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Geni\u015f bir \u00e7er\u00e7eveden bakt\u0131\u011f\u0131m\u0131zda, salg\u0131n\u0131n \u00f6zellikle lojistik avantajlar ve tedarik y\u00f6n\u00fcnden T\u00fcrkiye\u2019nin \u00f6n\u00fcne bir f\u0131rsat penceresi a\u00e7t\u0131\u011f\u0131 \u00e7ok a\u00e7\u0131k. Korona salg\u0131n\u0131 k\u0131sa s\u00fcrede \u00e7ok \u015feyi de\u011fi\u015ftirdi. Dayatt\u0131\u011f\u0131 ko\u015fullar\u0131n ard\u0131ndan normalle\u015fmeye ge\u00e7i\u015f s\u00fcrecinde \u00f6nce konteyner ve navlun, ard\u0131ndan emtia fiyatlar\u0131ndaki art\u0131\u015f ve bug\u00fcn ya\u015fanan enerji krizi, Bat\u0131 ekonomilerinde tedarik zincirlerine dair kritik bir sorgulamay\u0131 g\u00fcndeme getirdi. <\/span>
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T\u00fcrkiye, elindeki imkan setiyle yeni d\u00f6nemin tedarik zincirinde en g\u00fc\u00e7l\u00fc halkalardan biri haline geliyor. \u00dcretim imkanlar\u0131 geni\u015f, \u00e7e\u015fitlili\u011fi zengin... Pek \u00e7ok alanda kaliteli \u00fcretim yapabiliyor. \u00dcstelik uyum yetene\u011fimiz de y\u00fcksek. \u0130htiya\u00e7lar\u0131 h\u0131zla g\u00f6r\u00fcp buna g\u00f6re davranabiliyoruz. <\/span>
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Bir anlamda, 100 y\u0131l\u0131n f\u0131rsat\u0131 T\u00fcrkiye\u2019nin aya\u011f\u0131na geldi. Bu noktada, t\u00fcm kurumlar\u0131m\u0131z\u0131n, b\u00fct\u00fcn b\u00fcrokratlar\u0131m\u0131z\u0131n dikkatli davranmas\u0131 gerekiyor. \u00d6zellikle b\u00fct\u00fcn d\u00fcnyada enflasyonu art\u0131racak geli\u015fmeler adeta ba\u015f d\u00f6nd\u00fcr\u00fcrken... Temel g\u00f6revi fiyat istikrar\u0131n\u0131 sa\u011flamak olan Merkez Bankam\u0131z\u0131n, Para Politikas\u0131 Kurulu\u2019nun kararlar\u0131 bu \u00fclkede ya\u015fayanlar\u0131n \u00fcretim, yat\u0131r\u0131m, ithalat, ihracat, t\u00fcketim kararlar\u0131n\u0131 derinden etkiliyor. Kendi kendimize sorun \u00e7\u0131karmaktan uzak durmam\u0131z \u015fart. <\/span>
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\u00c7\u0130N DURUMDAN FIRSAT \u00c7IKARMA PE\u015e\u0130NDE<\/strong><\/span>
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Anla\u015f\u0131lan d\u00fcnyada arz ve talep kolay dengelenmeyecek. Hammadde fiyatlar\u0131 dalgalanacak. Kimi y\u00fczde 250\u2019ye varan fiyat art\u0131\u015flar\u0131ndan b\u00fct\u00fcn b\u00fcy\u00fck \u00fcreticiler rahats\u0131z. Ba\u015fta da \u00c7in... <\/span>
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\u00c7e\u015fitli metallerdeki stoklar\u0131n\u0131 sataca\u011f\u0131n\u0131 ilan ederek hammadde fiyatlar\u0131ndaki \u015fi\u015fmeyi azaltmaya \u00e7al\u0131\u015ft\u0131. \u00d6zellikle de d\u00fcnya \u00fcretiminin bir anlamda nabz\u0131 gibi g\u00f6r\u00fclen ve bu nedenle \u2018doktor\u2019 lakab\u0131 uygun g\u00f6r\u00fclen bak\u0131rda... Gel gelelim, pek ba\u015far\u0131l\u0131 olamad\u0131. <\/span><\/p>

D\u00fcnya emtia piyasas\u0131nda ya\u015fanan geli\u015fmeler, \u00c7in\u2019in y\u0131llard\u0131r d\u00fcnya ekonomisi i\u00e7inde ba\u015far\u0131yla \u00fcstlendi\u011fi rol\u00fc tehlikeye at\u0131yor. Artan hammadde fiyatlar\u0131 b\u00fcy\u00fck \u00f6l\u00e7ekli ve ucuz \u00fcretimi zora sokuyor. \u00c7in de buna kar\u015f\u0131l\u0131k, ihracat birim fiyatlar\u0131n\u0131 yukar\u0131 \u00e7ekmeye \u00e7al\u0131\u015f\u0131yor. Her yolu deniyor. Gerekti\u011finde \u00fcretimini de k\u0131s\u0131yor. Pek \u00e7ok \u00fcr\u00fcnde y\u00fczde 50 veya \u00fczerinde pazar pay\u0131na sahip. Bir anlamda d\u00fcnya ticaret trafi\u011fini \u00c7in y\u00f6nlendiriyor. \u00dcretimini y\u00fczde 10 dahi k\u0131st\u0131\u011f\u0131nda arz dengesi bozuluyor. Ortaya \u00e7\u0131kan arz eksi\u011fini hemen ikame edecek bir kapasite de kimse de yok. Bo\u015flu\u011fun doldurulmas\u0131 i\u00e7in kurulacak yeni fabrikalar zaman alacak. B\u00f6ylelikle \u00c7in, mevcut belirsizlikleri kendisi a\u00e7\u0131s\u0131ndan bir f\u0131rsata \u00e7evirmenin pe\u015finde.<\/span>

SO\u011eUK SAVA\u015e 2.0 \u0130HT\u0130MAL\u0130 ARTIYOR<\/strong>

Hi\u00e7 \u015f\u00fcphesiz, d\u00fcnya ekonomisinin dengelenmesini zorla\u015ft\u0131ran ve \u00f6n\u00fcm\u00fczdeki d\u00f6nemi belirsizle\u015ftiren bir ba\u015fka unsur da jeopolitik geli\u015fmeler olacak. ABD \u00f6ncelikle teknoloji alan\u0131nda liderli\u011fini koruma \u00e7abas\u0131nda. Yapay zekadan siber alana, denizden uzaya kadar, her alanda... Teknolojik geli\u015fmeleri, \u00c7in\u2019deki geli\u015fmeyi yava\u015flatacak y\u00f6nde h\u0131zland\u0131r\u0131yor. \u00c7in de geli\u015fmesini yava\u015flatacak engelleri etkisiz k\u0131lmaya odakland\u0131. Devlet kaynaklar\u0131n\u0131 teknolojik geli\u015fmeyi h\u0131zland\u0131racak ve de askeri kapasitesini art\u0131racak \u015fekilde y\u00f6nlendiriyor. Yapay zeka ve dijital teknolojiler, \u00c7in ve ABD aras\u0131ndaki hegemonya m\u00fccadelesini boyutland\u0131r\u0131yor. Telekom sekt\u00f6r\u00fc, kuantum bilgisayarlar\u0131 ile birbirine ba\u011flanan dijital a\u011flar ve 5G \u00fczerinden iki s\u00fcper g\u00fcc\u00fcn daha \u015fiddetli kap\u0131\u015fmas\u0131na sahne oluyor. Bu kap\u0131\u015fmalar, pek \u00e7ok uzmana g\u00f6re, daha \u00f6nce ABD ile Sovyetler Birli\u011fi aras\u0131nda ya\u015fanan So\u011fuk Sava\u015f\u0131 aratmayacak bir zemine do\u011fru kay\u0131yor. Yeni bir \u2018so\u011fuk sava\u015f\u2019 ba\u015fta stratejik \u00fcr\u00fcnler olmak \u00fczere d\u00fcnya ticareti \u00fczerindeki bask\u0131y\u0131 art\u0131racak.<\/p> \t\t\t\t","slug":"ayagimiza-gelen-firsati-heba-etmeyelim","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Aya\u011f\u0131m\u0131za gelen f\u0131rsat\u0131 heba etmeyelim","meta_description":"HAKAN G\u00dcLDA\u011e","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":1057,"cropped_1200x675":null,"user":{"id":1,"name":"HAKAN","surname":"G\u00dcLDA\u011e","email":"uakisik@eronat.com.tr","slug":"hakan-guldag","avatar":"\/front\/uploads\/avatar\/1733691600kKPzKvWx8Xpxx9n.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-09-15T09:39:41.000000Z","updated_at":"2024-12-18T14:51:32.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":29172,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":29073,"locale":"tr","category_id":73,"title":"Aya\u011f\u0131m\u0131za gelen f\u0131rsat\u0131 heba etmeyelim","home_title":null,"sub_title":null,"slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"subtitleuse":0,"description":null,"content":" \t\t\t\t\t \t\t\t\t\t

HAKAN G\u00dcLDA\u011e<\/strong><\/span><\/p>

Korona salg\u0131n\u0131n\u0131n ilk g\u00fcnleriydi. Hat\u0131rlay\u0131n... \u00c7in\u2019de insanlar sokaklarda yere d\u00fc\u015f\u00fcp hastalan\u0131yorlard\u0131. \u00c7in y\u00f6netimi, insanlar soka\u011fa \u00e7\u0131kmas\u0131nlar diye kap\u0131lar\u0131 kaynakla lehimliyordu. Hollywood filmlerine ta\u015f \u00e7\u0131karacak sahneler ya\u015fan\u0131yordu. \u00dczerinden \u00e7ok zaman ge\u00e7ti gibi geliyor ama de\u011fil. \u0130ki y\u0131l bile olmad\u0131...<\/span>
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D\u00fcnyan\u0131n \u00fcretim platformu \u00c7in\u2019in o d\u00f6nemde duraksamas\u0131, d\u00fcnya ticaretini de hemen etkiledi. Alternatif aray\u0131\u015flar\u0131 ba\u015flad\u0131. Yine hat\u0131rlay\u0131n l\u00fctfen, o s\u00fcre\u00e7te Eko-Mercek\u2019te \u2018T\u00fcrkiye, d\u00fcnyan\u0131n B plan\u0131 olacak\u2019 demi\u015ftik. <\/span>
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Sonra pandemi b\u00fct\u00fcn d\u00fcnyaya yay\u0131ld\u0131. Evlere kapan\u0131ld\u0131. Ekonomiler adeta \u00e7\u00f6kt\u00fc. \u0130lk toparlayan ise hastal\u0131\u011f\u0131n ortaya \u00e7\u0131kt\u0131\u011f\u0131 \u00c7in oldu. Devasa \u00fcretim g\u00fcc\u00fcn\u00fcn ihtiyac\u0131 olan hammaddeleri toplamaya ba\u015flad\u0131. Keza konteynerleri de... Ancak d\u00fcnyan\u0131n bir taraf\u0131 toparlan\u0131rken, di\u011ferleri hastal\u0131kla bo\u011fu\u015fuyordu. Arz s\u0131k\u0131nt\u0131lar\u0131, hammadde fiyatlar\u0131n\u0131 yukar\u0131 do\u011fru ittirdi. Giden konteynerlerin geriye ayn\u0131 h\u0131zla d\u00f6nmemesi navlun fiyatlar\u0131n\u0131 art\u0131rd\u0131. \u00c7in ile ABD limanlar\u0131 aras\u0131nda bir konteynerin ta\u015f\u0131ma maliyeti tam 12.5 kat artt\u0131. <\/span>
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F\u0130YATLARIN \u00d6NLENEMEYEN Y\u00dcKSEL\u0130\u015e\u0130 <\/strong><\/span>
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Ekonomilerin durmas\u0131 gibi hareketlenmesi de h\u0131zla oldu. Pandemi boyunca ertelenen talebi h\u0131zla kar\u015f\u0131lamak ise m\u00fcmk\u00fcn olmad\u0131. Kimse haz\u0131r de\u011fildi. Yat\u0131r\u0131mlar durmu\u015ftu. S\u0131f\u0131rdan yat\u0131r\u0131m\u0131 b\u0131rak\u0131n, tevzi yat\u0131r\u0131mlar\u0131 d\u00fc\u015fm\u00fc\u015ft\u00fc. Pek \u00e7ok sanayi ve enerji tesisinde bak\u0131m-onar\u0131m bile ihmal edilmi\u015fti. <\/span>
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Mesela gemicilik sekt\u00f6r\u00fc... Her y\u0131l ortalama y\u00fczde 4 civar\u0131nda b\u00fcy\u00fcyen d\u00fcnya ekonomisine paralel bi\u00e7imde ihtiyaca uygun pek \u00e7ok gemi in\u015fa edilirken, pandemi nedeniyle tersaneler bo\u015f kald\u0131. Talep patlay\u0131nca ortaya gemi a\u00e7\u0131\u011f\u0131 \u00e7\u0131kt\u0131. Bir de bu a\u00e7\u0131\u011f\u0131 f\u0131rsata \u00e7evirmek isteyen spek\u00fclat\u00f6rler devreye girince navlun krizi iyice b\u00fcy\u00fcd\u00fc. T\u00fcm d\u00fcnyada fiyatlar ciddi bi\u00e7imde artt\u0131. <\/span>
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Fiyatlar\u0131 a\u015fa\u011f\u0131ya \u00e7ekme \u00e7abalar\u0131 ba\u015far\u0131l\u0131 olmad\u0131. \u00d6rne\u011fin, ABD Ba\u015fkan\u0131 Joe Biden, d\u00fcnyan\u0131n \u2018g\u00fc\u00e7l\u00fc\u2019 sesi olarak, \u2018petrol fiyatlar\u0131n\u0131n a\u015f\u0131r\u0131 y\u00fckseldi\u011fini ve d\u00fc\u015fmesi gerekti\u011fini\u2019 s\u00f6yledi. Petrol ihra\u00e7 eden \u00fclkelere, OPEC\u2019e bu y\u00f6nde \u00e7a\u011fr\u0131 yapt\u0131. Ancak petrol fiyatlar\u0131 Biden\u2019\u0131n \u00e7a\u011fr\u0131da bulundu\u011fu g\u00fcnk\u00fc seviyelerinin \u00e7ok \u00fcst\u00fcne \u00e7\u0131kt\u0131. <\/span>
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Hi\u00e7 \u015f\u00fcphesiz, hammaddelerdeki fiyat art\u0131\u015flar\u0131ndan yararlananlar da var. Pandemi d\u00f6neminde ekonomiler durunca d\u00fc\u015fen taleple birlikte fiyatlar da a\u015fa\u011f\u0131ya inmi\u015fti. Suudi Arabistan ve di\u011fer petrol ihracat\u00e7\u0131s\u0131 \u00fclkelerin b\u00fcy\u00fck b\u00fct\u00e7e a\u00e7\u0131klar\u0131 vermelerine neden olmu\u015ftu. \u015eimdi o \u00fclkelerin kasalar\u0131 yine dolarla dolmaya ba\u015flad\u0131. Enflasyonu y\u00fczde 5 bin 500 (evet yanl\u0131\u015f okumad\u0131n\u0131z, y\u00fczde be\u015f bin be\u015f y\u00fcz) d\u00fczeyinde seyreden Venezuela ekonomisi dahi petrol fiyatlar\u0131ndaki y\u00fckseli\u015fle birlikte toparlanmaya ba\u015flad\u0131. Keza Rusya da bu s\u00fcre\u00e7ten memnun... Elbirli\u011fi ile fiyatlar\u0131n a\u015fa\u011f\u0131ya d\u00fc\u015fmemesi i\u00e7in \u00e7al\u0131\u015f\u0131yorlar. <\/span>
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\u2018UCUZ\u2019 D\u00d6NEM SONA ERD\u0130<\/strong><\/span>
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Enerji fiyatlar\u0131 y\u00fckseldi. \u00c7o\u011fu emtian\u0131n fiyat\u0131 da \u00f6yle... G\u0131da fiyatlar\u0131ndaki art\u0131\u015flar son 47 y\u0131l\u0131n zirvesinde. Maliyet art\u0131\u015flar\u0131 ise son 60 y\u0131l\u0131n... Fiyatlar hala da y\u00fckseliyor. Endeksler, pek \u00e7ok \u00fcr\u00fcnde \u00e7ok uzun y\u0131llar\u0131n en y\u00fcksek art\u0131\u015flar\u0131na i\u015faret ediyor. <\/span>
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K\u0131sacas\u0131, art\u0131k ucuz bir d\u00f6nemde de\u011filiz. G\u00f6r\u00fcnen o ki, bir s\u00fcre de olmayaca\u011f\u0131z. En az birka\u00e7 y\u0131l daha da... Tabii ki, ola\u011fan\u00fcst\u00fc bi\u00e7imde artan fiyatlar ayn\u0131 d\u00fczeyde kalmayacak. Beklenen, salg\u0131nda yeni bir dalga olmazsa, 6-9 ay i\u00e7erisinde fiyatlar\u0131n dengelenmeye ba\u015flamas\u0131. Ancak d\u00fcnya ticaretini yak\u0131ndan takip edenlere bak\u0131l\u0131rsa, bundan b\u00f6yle 500 dolara konteyner bulmak m\u00fcmk\u00fcn olmayacak. Yeni \u2018normal\u2019 seviyelerin 1500-2000 dolar olaca\u011f\u0131 belirtiliyor.<\/span>
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\u015eimdi bu s\u00fcre\u00e7, iyiden iyiye tedarik zincirlerinde ya\u015fanan hasar s\u00fcreci ile birle\u015fti. Daha \u00f6nce Eko-Mercek\u2019te ele alm\u0131\u015ft\u0131k. \u00c7in \u2018ucuz\u2019 ve b\u00fcy\u00fck \u00f6l\u00e7ekli \u00fcretim konusunda zorlan\u0131yor. Bir \u00e7ok \u00fcr\u00fcnde bo\u015fluklar olu\u015fuyor. \u00dcretim kesintileri, T\u00fcrkiye\u2019nin oldu\u011fu gibi, d\u00fcnyan\u0131n da ihtiya\u00e7lar\u0131n\u0131 kar\u015f\u0131layam\u0131yor. <\/span>
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T\u00dcRK\u0130YE\u2019N\u0130N \u0130MKAN SET\u0130 G\u00dc\u00c7L\u00dc<\/strong><\/span>
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Geni\u015f bir \u00e7er\u00e7eveden bakt\u0131\u011f\u0131m\u0131zda, salg\u0131n\u0131n \u00f6zellikle lojistik avantajlar ve tedarik y\u00f6n\u00fcnden T\u00fcrkiye\u2019nin \u00f6n\u00fcne bir f\u0131rsat penceresi a\u00e7t\u0131\u011f\u0131 \u00e7ok a\u00e7\u0131k. Korona salg\u0131n\u0131 k\u0131sa s\u00fcrede \u00e7ok \u015feyi de\u011fi\u015ftirdi. Dayatt\u0131\u011f\u0131 ko\u015fullar\u0131n ard\u0131ndan normalle\u015fmeye ge\u00e7i\u015f s\u00fcrecinde \u00f6nce konteyner ve navlun, ard\u0131ndan emtia fiyatlar\u0131ndaki art\u0131\u015f ve bug\u00fcn ya\u015fanan enerji krizi, Bat\u0131 ekonomilerinde tedarik zincirlerine dair kritik bir sorgulamay\u0131 g\u00fcndeme getirdi. <\/span>
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T\u00fcrkiye, elindeki imkan setiyle yeni d\u00f6nemin tedarik zincirinde en g\u00fc\u00e7l\u00fc halkalardan biri haline geliyor. \u00dcretim imkanlar\u0131 geni\u015f, \u00e7e\u015fitlili\u011fi zengin... Pek \u00e7ok alanda kaliteli \u00fcretim yapabiliyor. \u00dcstelik uyum yetene\u011fimiz de y\u00fcksek. \u0130htiya\u00e7lar\u0131 h\u0131zla g\u00f6r\u00fcp buna g\u00f6re davranabiliyoruz. <\/span>
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Bir anlamda, 100 y\u0131l\u0131n f\u0131rsat\u0131 T\u00fcrkiye\u2019nin aya\u011f\u0131na geldi. Bu noktada, t\u00fcm kurumlar\u0131m\u0131z\u0131n, b\u00fct\u00fcn b\u00fcrokratlar\u0131m\u0131z\u0131n dikkatli davranmas\u0131 gerekiyor. \u00d6zellikle b\u00fct\u00fcn d\u00fcnyada enflasyonu art\u0131racak geli\u015fmeler adeta ba\u015f d\u00f6nd\u00fcr\u00fcrken... Temel g\u00f6revi fiyat istikrar\u0131n\u0131 sa\u011flamak olan Merkez Bankam\u0131z\u0131n, Para Politikas\u0131 Kurulu\u2019nun kararlar\u0131 bu \u00fclkede ya\u015fayanlar\u0131n \u00fcretim, yat\u0131r\u0131m, ithalat, ihracat, t\u00fcketim kararlar\u0131n\u0131 derinden etkiliyor. Kendi kendimize sorun \u00e7\u0131karmaktan uzak durmam\u0131z \u015fart. <\/span>
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\u00c7\u0130N DURUMDAN FIRSAT \u00c7IKARMA PE\u015e\u0130NDE<\/strong><\/span>
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Anla\u015f\u0131lan d\u00fcnyada arz ve talep kolay dengelenmeyecek. Hammadde fiyatlar\u0131 dalgalanacak. Kimi y\u00fczde 250\u2019ye varan fiyat art\u0131\u015flar\u0131ndan b\u00fct\u00fcn b\u00fcy\u00fck \u00fcreticiler rahats\u0131z. Ba\u015fta da \u00c7in... <\/span>
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\u00c7e\u015fitli metallerdeki stoklar\u0131n\u0131 sataca\u011f\u0131n\u0131 ilan ederek hammadde fiyatlar\u0131ndaki \u015fi\u015fmeyi azaltmaya \u00e7al\u0131\u015ft\u0131. \u00d6zellikle de d\u00fcnya \u00fcretiminin bir anlamda nabz\u0131 gibi g\u00f6r\u00fclen ve bu nedenle \u2018doktor\u2019 lakab\u0131 uygun g\u00f6r\u00fclen bak\u0131rda... Gel gelelim, pek ba\u015far\u0131l\u0131 olamad\u0131. <\/span><\/p>

D\u00fcnya emtia piyasas\u0131nda ya\u015fanan geli\u015fmeler, \u00c7in\u2019in y\u0131llard\u0131r d\u00fcnya ekonomisi i\u00e7inde ba\u015far\u0131yla \u00fcstlendi\u011fi rol\u00fc tehlikeye at\u0131yor. Artan hammadde fiyatlar\u0131 b\u00fcy\u00fck \u00f6l\u00e7ekli ve ucuz \u00fcretimi zora sokuyor. \u00c7in de buna kar\u015f\u0131l\u0131k, ihracat birim fiyatlar\u0131n\u0131 yukar\u0131 \u00e7ekmeye \u00e7al\u0131\u015f\u0131yor. Her yolu deniyor. Gerekti\u011finde \u00fcretimini de k\u0131s\u0131yor. Pek \u00e7ok \u00fcr\u00fcnde y\u00fczde 50 veya \u00fczerinde pazar pay\u0131na sahip. Bir anlamda d\u00fcnya ticaret trafi\u011fini \u00c7in y\u00f6nlendiriyor. \u00dcretimini y\u00fczde 10 dahi k\u0131st\u0131\u011f\u0131nda arz dengesi bozuluyor. Ortaya \u00e7\u0131kan arz eksi\u011fini hemen ikame edecek bir kapasite de kimse de yok. Bo\u015flu\u011fun doldurulmas\u0131 i\u00e7in kurulacak yeni fabrikalar zaman alacak. B\u00f6ylelikle \u00c7in, mevcut belirsizlikleri kendisi a\u00e7\u0131s\u0131ndan bir f\u0131rsata \u00e7evirmenin pe\u015finde.<\/span>

SO\u011eUK SAVA\u015e 2.0 \u0130HT\u0130MAL\u0130 ARTIYOR<\/strong>

Hi\u00e7 \u015f\u00fcphesiz, d\u00fcnya ekonomisinin dengelenmesini zorla\u015ft\u0131ran ve \u00f6n\u00fcm\u00fczdeki d\u00f6nemi belirsizle\u015ftiren bir ba\u015fka unsur da jeopolitik geli\u015fmeler olacak. ABD \u00f6ncelikle teknoloji alan\u0131nda liderli\u011fini koruma \u00e7abas\u0131nda. Yapay zekadan siber alana, denizden uzaya kadar, her alanda... Teknolojik geli\u015fmeleri, \u00c7in\u2019deki geli\u015fmeyi yava\u015flatacak y\u00f6nde h\u0131zland\u0131r\u0131yor. \u00c7in de geli\u015fmesini yava\u015flatacak engelleri etkisiz k\u0131lmaya odakland\u0131. Devlet kaynaklar\u0131n\u0131 teknolojik geli\u015fmeyi h\u0131zland\u0131racak ve de askeri kapasitesini art\u0131racak \u015fekilde y\u00f6nlendiriyor. Yapay zeka ve dijital teknolojiler, \u00c7in ve ABD aras\u0131ndaki hegemonya m\u00fccadelesini boyutland\u0131r\u0131yor. Telekom sekt\u00f6r\u00fc, kuantum bilgisayarlar\u0131 ile birbirine ba\u011flanan dijital a\u011flar ve 5G \u00fczerinden iki s\u00fcper g\u00fcc\u00fcn daha \u015fiddetli kap\u0131\u015fmas\u0131na sahne oluyor. Bu kap\u0131\u015fmalar, pek \u00e7ok uzmana g\u00f6re, daha \u00f6nce ABD ile Sovyetler Birli\u011fi aras\u0131nda ya\u015fanan So\u011fuk Sava\u015f\u0131 aratmayacak bir zemine do\u011fru kay\u0131yor. Yeni bir \u2018so\u011fuk sava\u015f\u2019 ba\u015fta stratejik \u00fcr\u00fcnler olmak \u00fczere d\u00fcnya ticareti \u00fczerindeki bask\u0131y\u0131 art\u0131racak.<\/p> \t\t\t\t","slug":"ayagimiza-gelen-firsati-heba-etmeyelim","orjinalimage":null,"news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"cropped_638x552":null,"cropped_310x208":null,"cropped_416x247":null,"cropped_197x247":null,"cropped_416x600":null,"cropped_1200x675":null,"tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Aya\u011f\u0131m\u0131za gelen f\u0131rsat\u0131 heba etmeyelim","meta_description":"HAKAN G\u00dcLDA\u011e","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":1057,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}