{"status":true,"post":{"id":51259,"user_id":2,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2024-04-29 07:45:00","created_at":"2024-04-29T04:45:00.000000Z","updated_at":"2024-04-29T04:45:00.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":51259,"is_featured":0,"title":"Bat\u0131n\u0131n \u00c7in ile yeni meselesi: Sanayide \u2018fazla kapasite\u2019","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":"FAT\u0130H OKTAY","content":"<p><br><\/p><p style='margin: 0cm 0cm 0.0001pt; line-height: normal; font-size: 15px; font-family: \"Calibri\", sans-serif; text-align: right;'><strong><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>fatih@fatihoktay.com<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>ABD Hazine Bakan\u0131 Janet Yellen\u2019in ge\u00e7ti\u011fimiz g\u00fcnlerde \u00c7in\u2019e yapt\u0131\u011f\u0131 ziyaretin konusu, kendi ifadesi ile \u00c7in\u2019in \u2018fazla kapasitesi\u2019 idi. Yellen, \u00c7in sanayisinin, \u00f6zellikle elektrikli otomobil, batarya, g\u00fcne\u015f enerjisi \u00fcretim sistemlerini i\u00e7eren ye\u015fil sanayi sekt\u00f6rlerinin i\u00e7 talebin gerektirdi\u011finin \u00fczerinde \u00fcretim kapasitesi oldu\u011funu, fazla \u00fcretimin ihracat yoluyla d\u0131\u015f pazarlara \u00e7\u0131kt\u0131\u011f\u0131n\u0131 ve fiyatlar\u0131 d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fcn\u00fc, bunun da ABD ve di\u011fer \u00fclkelerdeki \u00fcreticilerin varl\u0131\u011f\u0131n\u0131 ve istihdam olanaklar\u0131n\u0131 tehdit etti\u011fini s\u00f6yl\u00fcyordu. ABD, \u00c7in\u2019den bu sekt\u00f6rlerde \u00fcretim kapasitesini d\u00fc\u015f\u00fcrmesini, sanayiye sa\u011flanan desteklerin azalt\u0131lmas\u0131n\u0131 istiyor, kaynaklar\u0131n i\u00e7 talebi art\u0131rmaya y\u00f6nlendirilerek \u00fcretim kapasitesinin i\u00e7eriye y\u00f6nlendirilmesini \u00f6neriyordu. Yellen\u2019den sonra \u00c7in\u2019i ziyaret eden Almanya Ba\u015fbakan\u0131 Scholz da ayn\u0131 konuyu dile getirdi.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>Ba\u015fta ABD olmak \u00fczere geli\u015fmi\u015f ekonomilerin elektrikli otomobil ve g\u00fcne\u015f enerjisi sekt\u00f6rleri i\u00e7in ba\u015flatt\u0131klar\u0131 b\u00fcy\u00fck destekleme programlar\u0131na kar\u015f\u0131n, \u00fcreticilerinden \u00f6nlenmezlerse \u00c7inli \u00fcreticiler ile rekabet \u015fanslar\u0131 olmad\u0131\u011f\u0131 do\u011frultusunda mesajlar gelmesi nedeniyle bu savlar\u0131n dile getirilmesini anlamak m\u00fcmk\u00fcnse de bunlar\u0131 anlamland\u0131rmak bir\u00e7ok a\u00e7\u0131dan \u00e7ok zor.\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>Her \u015feyden \u00f6nce bu \u00fclkelerin kendileri b\u00fcy\u00fck \u00e7apl\u0131 ye\u015fil sanayi sekt\u00f6rlerini destekleme programlar\u0131 y\u00fcr\u00fct\u00fcrken \/ planlarken \u00c7in\u2019e dur demeleri tutarl\u0131 olarak de\u011ferlendirilemez.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00d6te yandan, bu sava g\u00f6re \u00fclkelerin herhangi bir \u00fcr\u00fcn i\u00e7in \u00fcretim kapasitesinin i\u00e7 t\u00fcketimi kar\u015f\u0131layacak d\u00fczeyde olmas\u0131 gerekiyor, yani hayret verici bir \u015fekilde d\u0131\u015f ticaretin olmad\u0131\u011f\u0131 bir d\u00fcnya varsay\u0131m\u0131 yap\u0131l\u0131yor.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>9 M\u0130LYON ELEKTR\u0130KL\u0130 ARA\u00c7<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>Bir yandan k\u00fcresel \u0131s\u0131nma kaynakl\u0131 iklim de\u011fi\u015fimi sorununu \u00e7\u00f6zmenin aciliyeti dile getirilirken, bir yandan \u00e7\u00f6z\u00fcm i\u00e7in gerekli \u00fcr\u00fcnlerin \u00fcretimini d\u00fc\u015f\u00fcrecek, fiyatlar\u0131n\u0131 y\u00fckseltecek yakla\u015f\u0131mlar \u00f6nerilmesi de b\u00fcy\u00fck bir tutars\u0131zl\u0131k olu\u015fturuyor.\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>D\u00fcnya elektrikli otomobil sat\u0131\u015flar\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 60\u2019\u0131 \u00c7in\u2019de ger\u00e7ekle\u015fiyor. \u00c7in\u2019de 2023 y\u0131l\u0131nda yakla\u015f\u0131k 9 milyon elektrikli otomobil \u00fcretildi. Bunun yakla\u015f\u0131k 1 milyonu yani y\u00fczde 10\u2019un biraz fazlas\u0131 ihra\u00e7 edildi, gerisi \u00fclke i\u00e7inde sat\u0131ld\u0131. Japonya\u2019da \u00fcretilen otomobillerin yakla\u015f\u0131k yar\u0131s\u0131, Almanya\u2019dakilerin yakla\u015f\u0131k y\u00fczde 75\u2019i ihra\u00e7 edilirken, \u00c7in\u2019in elektrikli ara\u00e7 ihracat\u0131n\u0131 i\u00e7 talep yetersizli\u011fine ba\u011flaman\u0131n mant\u0131\u011f\u0131n\u0131 anlamak kolay de\u011fil.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00c7in\u2019in ademi merkeziyet\u00e7i idari yap\u0131s\u0131 i\u00e7inde eyaletler kendi \u00fcretim te\u015fvik ve yat\u0131r\u0131m politikalar\u0131n\u0131 olu\u015ftururlar ve birbirleriyle rekabet i\u00e7indedirler; potansiyel vaat eden alanlara da b\u00fcy\u00fck bir firma ak\u0131n\u0131 olur. Bunun sonucu olarak belli sekt\u00f6rlerde ge\u00e7ici \u00fcretim fazlas\u0131 olabilir ama bu en zay\u0131f firmalar\u0131n batmalar\u0131 ile sonu\u00e7lan\u0131r, \u00fclke y\u00f6netimi de bu s\u00fcreci varsa te\u015fvikleri bi\u00e7imlendirerek h\u0131zland\u0131r\u0131r. Bu s\u00fcre\u00e7, yeni teknoloji sekt\u00f6rlerinde h\u0131zl\u0131 geli\u015fme sa\u011flar.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>YEN\u0130 TEKNOLOJ\u0130 SEKT\u00d6RLER\u0130\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00c7in\u2019de ger\u00e7ek anlamda bir fazla kapasite sorunu yeni teknoloji sekt\u00f6rlerinde de\u011fil \u00e7elik, \u00e7imento gibi geleneksel sanayi sekt\u00f6rlerinde g\u00f6r\u00fcl\u00fcyor. 2023 y\u0131l\u0131nda \u00c7in\u2019de yakla\u015f\u0131k 1 milyar ton \u00e7elik \u00fcretildi, d\u00fcnya d\u00f6rd\u00fcnc\u00fcs\u00fc ABD\u2019de \u00fcretim ise 80 milyon tondu. D\u00fcnya genelinde \u00e7elik talebinin zay\u0131f oldu\u011fu bu d\u00f6nemde \u00c7in\u2019in ihracat\u0131 ise 90 milyon ton oldu. \u00dclke y\u00f6netimi zaman zaman y\u0131ll\u0131k bazda 100 milyon tonu bulan kapasite tasfiyeleri ve sadece bu t\u00fcr sekt\u00f6rler i\u00e7in yat\u0131r\u0131m izni mekanizmas\u0131 i\u015fleterek sorunu kontrol alt\u0131na almaya \u00e7al\u0131\u015f\u0131yor. Ancak ABD\u2019nin \u015fikayeti ger\u00e7ek fazla kapasite sorunu olan bu t\u00fcr sekt\u00f6rler de\u011fil, yeni teknoloji sekt\u00f6rleri i\u00e7in dile getiriliyor.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>Ekonomisinin ABD\u2019yi yakalamas\u0131n\u0131n beklendi\u011fi 80\u2019li y\u0131llarda Japonya da ABD y\u00f6netimlerinin benzer talepleri ile kar\u015f\u0131la\u015fm\u0131\u015f ve bunlar\u0131 kabul etmek zorunda kalm\u0131\u015ft\u0131. 1981 y\u0131l\u0131nda Japonya, ABD\u2019ye yap\u0131lan otomobil ihracat\u0131n\u0131 ABD y\u00f6netimince belirlenen y\u0131ll\u0131k say\u0131 ile s\u0131n\u0131rlamay\u0131 kabul etmi\u015f, bu d\u00fczenleme 1994\u2019e kadar s\u00fcrm\u00fc\u015ft\u00fc. Japonya, 1986 y\u0131l\u0131nda ise ABD\u2019ye yap\u0131lan entegre devre \u00e7ip ihracat\u0131nda ABD taraf\u0131ndan belirlenen asgari fiyatlar\u0131 uygulamay\u0131, di\u011fer \u00fclkelere yap\u0131lan ihracata da s\u0131n\u0131rlamalar getirmeyi kabul etmi\u015fti.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00dclke Ba\u015fbakan\u0131 Li Qiang\u2019\u0131n yapt\u0131\u011f\u0131 a\u00e7\u0131klamalar\u0131nda, \u2018fazla kapasite\u2019 diye nitelenen olgunun piyasa mekanizmalar\u0131n\u0131n i\u015fleyi\u015fi ile ilgili oldu\u011funu, piyasa kurallar\u0131 i\u00e7inde kendi kendini d\u00fczenleyece\u011fini; \u00c7in\u2019in ye\u015fil sanayi sekt\u00f6rlerindeki mevcut \u00fcretim kapasitesinin d\u00fcnyan\u0131n ihtiyatlar\u0131n\u0131n kar\u015f\u0131lanmas\u0131 i\u00e7in yeterli olman\u0131n h\u00e2l\u00e2 uza\u011f\u0131nda oldu\u011funu; \u00fclkenin bu sekt\u00f6rlerdeki ihracat art\u0131\u015f\u0131n\u0131n fazla kapasite de\u011fil, \u00c7inli \u00fcreticilerin rekabet \u00fcst\u00fcnl\u00fcklerinden kaynakland\u0131\u011f\u0131n\u0131 s\u00f6yl\u00fcyordu.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00c7in bu taleplere olumlu cevap vermeyecek, ABD-\u00c7in ili\u015fkilerinde yeni bir s\u00fcrt\u00fc\u015fme konusu ortaya \u00e7\u0131kacak gibi g\u00f6r\u00fcn\u00fcyor.<\/span><\/p>","slug":"batinin-cin-ile-yeni-meselesi-sanayide-fazla-kapasite","tags":null,"meta_title":null,"meta_description":null,"meta_keywords":null,"news_cover_min":"\/front\/uploads\/blog\/thumbnail\/1714338000dEDOH7JJvF8wOMx.webp","news_cover":null,"news_video_min":null,"news_video":null,"view_count":4684,"cropped_1200x675":null,"user":{"id":2,"name":"FAT\u0130H","surname":"OKTAY","email":"ozansoy.tuna@akay.com","slug":"fatih-oktay","avatar":"\/front\/uploads\/avatar\/1733691600qSRn7kb3ZZVHU3t.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-09-15T09:39:41.000000Z","updated_at":"2024-12-18T14:51:22.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":51385,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":51259,"locale":"tr","category_id":73,"title":"Bat\u0131n\u0131n \u00c7in ile yeni meselesi: Sanayide \u2018fazla kapasite\u2019","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":"FAT\u0130H OKTAY","content":"<p><br><\/p><p style='margin: 0cm 0cm 0.0001pt; line-height: normal; font-size: 15px; font-family: \"Calibri\", sans-serif; text-align: right;'><strong><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>fatih@fatihoktay.com<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>ABD Hazine Bakan\u0131 Janet Yellen\u2019in ge\u00e7ti\u011fimiz g\u00fcnlerde \u00c7in\u2019e yapt\u0131\u011f\u0131 ziyaretin konusu, kendi ifadesi ile \u00c7in\u2019in \u2018fazla kapasitesi\u2019 idi. Yellen, \u00c7in sanayisinin, \u00f6zellikle elektrikli otomobil, batarya, g\u00fcne\u015f enerjisi \u00fcretim sistemlerini i\u00e7eren ye\u015fil sanayi sekt\u00f6rlerinin i\u00e7 talebin gerektirdi\u011finin \u00fczerinde \u00fcretim kapasitesi oldu\u011funu, fazla \u00fcretimin ihracat yoluyla d\u0131\u015f pazarlara \u00e7\u0131kt\u0131\u011f\u0131n\u0131 ve fiyatlar\u0131 d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fcn\u00fc, bunun da ABD ve di\u011fer \u00fclkelerdeki \u00fcreticilerin varl\u0131\u011f\u0131n\u0131 ve istihdam olanaklar\u0131n\u0131 tehdit etti\u011fini s\u00f6yl\u00fcyordu. ABD, \u00c7in\u2019den bu sekt\u00f6rlerde \u00fcretim kapasitesini d\u00fc\u015f\u00fcrmesini, sanayiye sa\u011flanan desteklerin azalt\u0131lmas\u0131n\u0131 istiyor, kaynaklar\u0131n i\u00e7 talebi art\u0131rmaya y\u00f6nlendirilerek \u00fcretim kapasitesinin i\u00e7eriye y\u00f6nlendirilmesini \u00f6neriyordu. Yellen\u2019den sonra \u00c7in\u2019i ziyaret eden Almanya Ba\u015fbakan\u0131 Scholz da ayn\u0131 konuyu dile getirdi.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>Ba\u015fta ABD olmak \u00fczere geli\u015fmi\u015f ekonomilerin elektrikli otomobil ve g\u00fcne\u015f enerjisi sekt\u00f6rleri i\u00e7in ba\u015flatt\u0131klar\u0131 b\u00fcy\u00fck destekleme programlar\u0131na kar\u015f\u0131n, \u00fcreticilerinden \u00f6nlenmezlerse \u00c7inli \u00fcreticiler ile rekabet \u015fanslar\u0131 olmad\u0131\u011f\u0131 do\u011frultusunda mesajlar gelmesi nedeniyle bu savlar\u0131n dile getirilmesini anlamak m\u00fcmk\u00fcnse de bunlar\u0131 anlamland\u0131rmak bir\u00e7ok a\u00e7\u0131dan \u00e7ok zor.\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>Her \u015feyden \u00f6nce bu \u00fclkelerin kendileri b\u00fcy\u00fck \u00e7apl\u0131 ye\u015fil sanayi sekt\u00f6rlerini destekleme programlar\u0131 y\u00fcr\u00fct\u00fcrken \/ planlarken \u00c7in\u2019e dur demeleri tutarl\u0131 olarak de\u011ferlendirilemez.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00d6te yandan, bu sava g\u00f6re \u00fclkelerin herhangi bir \u00fcr\u00fcn i\u00e7in \u00fcretim kapasitesinin i\u00e7 t\u00fcketimi kar\u015f\u0131layacak d\u00fczeyde olmas\u0131 gerekiyor, yani hayret verici bir \u015fekilde d\u0131\u015f ticaretin olmad\u0131\u011f\u0131 bir d\u00fcnya varsay\u0131m\u0131 yap\u0131l\u0131yor.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>9 M\u0130LYON ELEKTR\u0130KL\u0130 ARA\u00c7<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>Bir yandan k\u00fcresel \u0131s\u0131nma kaynakl\u0131 iklim de\u011fi\u015fimi sorununu \u00e7\u00f6zmenin aciliyeti dile getirilirken, bir yandan \u00e7\u00f6z\u00fcm i\u00e7in gerekli \u00fcr\u00fcnlerin \u00fcretimini d\u00fc\u015f\u00fcrecek, fiyatlar\u0131n\u0131 y\u00fckseltecek yakla\u015f\u0131mlar \u00f6nerilmesi de b\u00fcy\u00fck bir tutars\u0131zl\u0131k olu\u015fturuyor.\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>D\u00fcnya elektrikli otomobil sat\u0131\u015flar\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 60\u2019\u0131 \u00c7in\u2019de ger\u00e7ekle\u015fiyor. \u00c7in\u2019de 2023 y\u0131l\u0131nda yakla\u015f\u0131k 9 milyon elektrikli otomobil \u00fcretildi. Bunun yakla\u015f\u0131k 1 milyonu yani y\u00fczde 10\u2019un biraz fazlas\u0131 ihra\u00e7 edildi, gerisi \u00fclke i\u00e7inde sat\u0131ld\u0131. Japonya\u2019da \u00fcretilen otomobillerin yakla\u015f\u0131k yar\u0131s\u0131, Almanya\u2019dakilerin yakla\u015f\u0131k y\u00fczde 75\u2019i ihra\u00e7 edilirken, \u00c7in\u2019in elektrikli ara\u00e7 ihracat\u0131n\u0131 i\u00e7 talep yetersizli\u011fine ba\u011flaman\u0131n mant\u0131\u011f\u0131n\u0131 anlamak kolay de\u011fil.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00c7in\u2019in ademi merkeziyet\u00e7i idari yap\u0131s\u0131 i\u00e7inde eyaletler kendi \u00fcretim te\u015fvik ve yat\u0131r\u0131m politikalar\u0131n\u0131 olu\u015ftururlar ve birbirleriyle rekabet i\u00e7indedirler; potansiyel vaat eden alanlara da b\u00fcy\u00fck bir firma ak\u0131n\u0131 olur. Bunun sonucu olarak belli sekt\u00f6rlerde ge\u00e7ici \u00fcretim fazlas\u0131 olabilir ama bu en zay\u0131f firmalar\u0131n batmalar\u0131 ile sonu\u00e7lan\u0131r, \u00fclke y\u00f6netimi de bu s\u00fcreci varsa te\u015fvikleri bi\u00e7imlendirerek h\u0131zland\u0131r\u0131r. Bu s\u00fcre\u00e7, yeni teknoloji sekt\u00f6rlerinde h\u0131zl\u0131 geli\u015fme sa\u011flar.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>YEN\u0130 TEKNOLOJ\u0130 SEKT\u00d6RLER\u0130\u00a0<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00c7in\u2019de ger\u00e7ek anlamda bir fazla kapasite sorunu yeni teknoloji sekt\u00f6rlerinde de\u011fil \u00e7elik, \u00e7imento gibi geleneksel sanayi sekt\u00f6rlerinde g\u00f6r\u00fcl\u00fcyor. 2023 y\u0131l\u0131nda \u00c7in\u2019de yakla\u015f\u0131k 1 milyar ton \u00e7elik \u00fcretildi, d\u00fcnya d\u00f6rd\u00fcnc\u00fcs\u00fc ABD\u2019de \u00fcretim ise 80 milyon tondu. D\u00fcnya genelinde \u00e7elik talebinin zay\u0131f oldu\u011fu bu d\u00f6nemde \u00c7in\u2019in ihracat\u0131 ise 90 milyon ton oldu. \u00dclke y\u00f6netimi zaman zaman y\u0131ll\u0131k bazda 100 milyon tonu bulan kapasite tasfiyeleri ve sadece bu t\u00fcr sekt\u00f6rler i\u00e7in yat\u0131r\u0131m izni mekanizmas\u0131 i\u015fleterek sorunu kontrol alt\u0131na almaya \u00e7al\u0131\u015f\u0131yor. Ancak ABD\u2019nin \u015fikayeti ger\u00e7ek fazla kapasite sorunu olan bu t\u00fcr sekt\u00f6rler de\u011fil, yeni teknoloji sekt\u00f6rleri i\u00e7in dile getiriliyor.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>Ekonomisinin ABD\u2019yi yakalamas\u0131n\u0131n beklendi\u011fi 80\u2019li y\u0131llarda Japonya da ABD y\u00f6netimlerinin benzer talepleri ile kar\u015f\u0131la\u015fm\u0131\u015f ve bunlar\u0131 kabul etmek zorunda kalm\u0131\u015ft\u0131. 1981 y\u0131l\u0131nda Japonya, ABD\u2019ye yap\u0131lan otomobil ihracat\u0131n\u0131 ABD y\u00f6netimince belirlenen y\u0131ll\u0131k say\u0131 ile s\u0131n\u0131rlamay\u0131 kabul etmi\u015f, bu d\u00fczenleme 1994\u2019e kadar s\u00fcrm\u00fc\u015ft\u00fc. Japonya, 1986 y\u0131l\u0131nda ise ABD\u2019ye yap\u0131lan entegre devre \u00e7ip ihracat\u0131nda ABD taraf\u0131ndan belirlenen asgari fiyatlar\u0131 uygulamay\u0131, di\u011fer \u00fclkelere yap\u0131lan ihracata da s\u0131n\u0131rlamalar getirmeyi kabul etmi\u015fti.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00dclke Ba\u015fbakan\u0131 Li Qiang\u2019\u0131n yapt\u0131\u011f\u0131 a\u00e7\u0131klamalar\u0131nda, \u2018fazla kapasite\u2019 diye nitelenen olgunun piyasa mekanizmalar\u0131n\u0131n i\u015fleyi\u015fi ile ilgili oldu\u011funu, piyasa kurallar\u0131 i\u00e7inde kendi kendini d\u00fczenleyece\u011fini; \u00c7in\u2019in ye\u015fil sanayi sekt\u00f6rlerindeki mevcut \u00fcretim kapasitesinin d\u00fcnyan\u0131n ihtiyatlar\u0131n\u0131n kar\u015f\u0131lanmas\u0131 i\u00e7in yeterli olman\u0131n h\u00e2l\u00e2 uza\u011f\u0131nda oldu\u011funu; \u00fclkenin bu sekt\u00f6rlerdeki ihracat art\u0131\u015f\u0131n\u0131n fazla kapasite de\u011fil, \u00c7inli \u00fcreticilerin rekabet \u00fcst\u00fcnl\u00fcklerinden kaynakland\u0131\u011f\u0131n\u0131 s\u00f6yl\u00fcyordu.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00a0<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:.0001pt;margin-left:0cm;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:16px;font-family:\"Helvetica\",sans-serif;'>\u00c7in bu taleplere olumlu cevap vermeyecek, ABD-\u00c7in ili\u015fkilerinde yeni bir s\u00fcrt\u00fc\u015fme konusu ortaya \u00e7\u0131kacak gibi g\u00f6r\u00fcn\u00fcyor.<\/span><\/p>","slug":"batinin-cin-ile-yeni-meselesi-sanayide-fazla-kapasite","orjinalimage":"\/front\/uploads\/blog\/thumbnail\/1714338000dEDOH7JJvF8wOMx.webp","news_cover_min":"\/front\/uploads\/blog\/thumbnail\/1714338000dEDOH7JJvF8wOMx.webp","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":null,"meta_title":null,"meta_description":null,"meta_keywords":null,"view_count":4684,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}