{"status":true,"post":{"id":34634,"user_id":11,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-24 21:41:29","created_at":"2022-09-01T21:00:00.000000Z","updated_at":"2022-10-24T18:41:29.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":34634,"is_featured":0,"title":"\u0130ki \u2018siyah ku\u011fu\u2019, stoklama ve k\u00fcresel enflasyon","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

PROF. DR. KEREM ALK\u0130N<\/strong><\/span>
<\/strong><\/span><\/p>

D\u00fcnyan\u0131n \u00f6nde gelen ekonomilerinin iki \u2018siyah ku\u011fu\u2019, k\u00fcresel pandemi ve Rusya-Ukrayna sava\u015f\u0131n\u0131n ana ve art\u00e7\u0131 etkilerini bertaraf etmeye y\u00f6nelik \u00e7ok katmanl\u0131 \u00e7\u00f6z\u00fcm \u00e7abalar\u0131n\u0131n aral\u0131ks\u0131z s\u00fcrd\u00fc\u011f\u00fc, mevcut zorluklar yetmezmi\u015f gibi Avrupa a\u00e7\u0131s\u0131ndan hem enerji hem de g\u0131da arz g\u00fcvenli\u011fi a\u00e7\u0131s\u0131ndan pek \u00e7ok ek zorluklar\u0131n ya\u015fanaca\u011f\u0131n\u0131n hesap edildi\u011fi bir sonbahar ve k\u0131\u015f d\u00f6nemine giriyoruz. <\/span>
<\/span>
Fransa Cumhurba\u015fkan\u0131 Macron\u2019un, 24 A\u011fustos g\u00fcnk\u00fc kabine toplant\u0131s\u0131 sonras\u0131nda, \u201cArt\u0131k bolluk d\u00f6nemi bitti, \u00f6zg\u00fcrl\u00fc\u011f\u00fcn bir bedeli var, herkes fedakarl\u0131k yapacak\u201d y\u00f6n\u00fcndeki s\u00f6zleri, kap\u0131ya dayanm\u0131\u015f g\u00f6z\u00fcken enerji ve g\u0131da arz g\u00fcvenli\u011fine y\u00f6nelik riskler a\u00e7\u0131s\u0131ndan a\u00e7\u0131k bir mesaj niteli\u011finde. Bir o kadar da, Fransa toplumunda tart\u0131\u015fmalar\u0131 alevlendirmi\u015f durumda.<\/span>
<\/span>
\u0130ki siyah ku\u011funun sebep oldu\u011fu ekonomik ve ticari travman\u0131n adeta hortlatt\u0131rd\u0131\u011f\u0131 bir k\u00fcresel sorun da \u2018stoklama\u2019, eski tabiriyle \u2018istif\u00e7ilik\u2019 oldu. Covid-19 k\u00fcresel vir\u00fcs salg\u0131n\u0131 d\u00f6neminde, \u00fclkelerin pek \u00e7ok mal ve hizmetin, hammaddenin ve ara mamul\u00fcn temininde zorlanmalar\u0131n\u0131n de \u00f6tesinde, kimi \u00fclkeler bir ba\u015fkas\u0131na ait mallara, \u00fcr\u00fcnlere havalimanlar\u0131nda veya lojistik merkezlerinde el koyunca, d\u00fcnyan\u0131n her noktas\u0131nda bireyler, firmalar, \u015firketler, hatta \u00fclkeler tar\u0131m, g\u0131da, hijyenik \u00fcr\u00fcnler, \u00e7ip, nadir metaller, t\u00fcm stratejik \u00fcr\u00fcnlere y\u00f6nelik bir \u2018stoklama\u2019, \u2018istif\u00e7ilik\u2019 e\u011filimine yo\u011funla\u015ft\u0131lar. <\/span>
<\/span>
Bu e\u011filimin iki temel sonucu oldu; \u2018k\u00fcresel enflasyon\u2019 ve \u2018enerji ve g\u0131da milliyet\u00e7ili\u011fi\u2019.<\/span>
<\/strong><\/span>
ENERJ\u0130 VE GIDA M\u0130LL\u0130YET\u00c7\u0130L\u0130\u011e\u0130<\/strong><\/span>
<\/span>
Rusya-Ukrayna sava\u015f\u0131n\u0131n sebep oldu\u011fu ve 1970\u2019lerdeki \u2018petrol krizleri\u2019nden daha derin ve daha karma\u015f\u0131k y\u00f6n\u00fc olan \u2018enerji krizi\u2019 ise petrol, do\u011falgaz ve k\u00f6m\u00fcrden ba\u015flay\u0131p, rafineride \u00fcretilen akaryak\u0131t \u00fcr\u00fcnlerine kadar ciddi bir fiyat s\u0131\u00e7ramas\u0131n\u0131 da tetikledi. \u2018K\u00fcresel enflasyon\u2019a y\u00f6nelik tart\u0131\u015fmalar\u0131n s\u00f6nmesi b\u00fcy\u00fck \u00f6l\u00e7\u00fcde k\u00fcresel \u00f6l\u00e7ekte \u2018stoklama\u2019, \u2018istif\u00e7ilik\u2019 e\u011filiminin, k\u00fcresel tedarik zincirindeki aksakl\u0131klar\u0131n, konteyner ve ta\u015f\u0131mac\u0131l\u0131k, lojistik maliyetlerinin ve enerji maliyetlerinin normalle\u015fmesine ba\u011fl\u0131. \u2018Enerji ve g\u0131da milliyet\u00e7ili\u011fi\u2019nin tetikledi\u011fi fazladan \u2018stoklama\u2019, \u2018istif\u00e7ilik\u2019 aray\u0131\u015flar\u0131 ise i\u015fleri b\u00fcsb\u00fct\u00fcn zora sokuyor. Bu nedenle, Avrupa Birli\u011fi \u00fcyesi \u00fclkelerin \u00f6n\u00fcm\u00fczdeki sonbahar\u0131 ve k\u0131\u015f\u0131 AB normlar\u0131na uygun bir anlay\u0131\u015fla, kar\u015f\u0131l\u0131kl\u0131 i\u015fbirli\u011fi ve dayan\u0131\u015fmayla y\u00f6netmeyi ba\u015farmalar\u0131, k\u00fcresel enflasyonun yava\u015flamas\u0131, gerilemesi ve s\u00f6nmesi ad\u0131na \u00f6nemli bir f\u0131rsat olu\u015fturacak.<\/span>
<\/strong><\/span>
\u0130NSANLIK SINAVI<\/strong><\/span>
<\/span>
Aksi durumda ise AB \u00fcyesi \u00fclkeler birlik ve dayan\u0131\u015fma i\u00e7inde enerji ve g\u0131da arz g\u00fcvenli\u011fi krizini y\u00f6netemezler ise Avrupal\u0131 liderlerin \u2018demokrasi ve \u00f6zg\u00fcrl\u00fck ad\u0131na\u2019 fedakarl\u0131k \u00e7a\u011fr\u0131lar\u0131 bo\u015fta kal\u0131rsa, \u2018enerji ve g\u0131da milliyet\u00e7ili\u011fi\u2019 b\u00fcsb\u00fct\u00fcn derinle\u015fir ise bunun ne yaz\u0131k ki k\u00fcresel enflasyonun seyrine olumsuz etkileri olacak. Bu durum, ABD ve Avrupa merkez bankalar\u0131 a\u00e7\u0131s\u0131ndan \u2018s\u0131k\u0131 para politikas\u0131\u2019na y\u00f6nelik bask\u0131lar\u0131 da yo\u011funla\u015ft\u0131r\u0131r ise her iki co\u011frafya bir yandan da a\u011f\u0131r resesyon, stagflasyon ve i\u015fsizlik art\u0131\u015f\u0131 riskiyle de y\u00fczle\u015fecek. Bu nedenle, iki siyah ku\u011fu ile birlikte, d\u00fcnyan\u0131n geli\u015fmi\u015f ekonomilerini \u00f6nemli bir \u2018insanl\u0131k s\u0131nav\u0131\u2019 bekliyor. Ya b\u00f6lgesel \u00e7apta ve k\u00fcresel \u00e7apta g\u00fc\u00e7l\u00fc bir dayan\u0131\u015fma ve i\u015fbirli\u011fi ya da uzayan bir k\u00fcresel enflasyon s\u00fcreci ve fakirle\u015fme. Umar\u0131m, birlik ve beraberlik ruhu a\u011f\u0131r basar.<\/span><\/p> \t\t\t\t","slug":"iki-siyah-kugu-stoklama-ve-kuresel-enflasyon","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"\u0130ki \u2018siyah ku\u011fu\u2019, stoklama ve k\u00fcresel enflasyon","meta_description":"PROF. DR. KEREM ALK\u0130N","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":1094,"cropped_1200x675":null,"user":{"id":11,"name":"KEREM","surname":"ALK\u0130N","email":"irem05@daglaroglu.com","slug":"prof-dr-kerem-alkin","avatar":"\/front\/uploads\/avatar\/17336916000GNrERW0ucj2Ja7.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-09-15T09:39:41.000000Z","updated_at":"2024-12-18T09:50:43.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":34733,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":34634,"locale":"tr","category_id":73,"title":"\u0130ki \u2018siyah ku\u011fu\u2019, stoklama ve k\u00fcresel enflasyon","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

PROF. DR. KEREM ALK\u0130N<\/strong><\/span>
<\/strong><\/span><\/p>

D\u00fcnyan\u0131n \u00f6nde gelen ekonomilerinin iki \u2018siyah ku\u011fu\u2019, k\u00fcresel pandemi ve Rusya-Ukrayna sava\u015f\u0131n\u0131n ana ve art\u00e7\u0131 etkilerini bertaraf etmeye y\u00f6nelik \u00e7ok katmanl\u0131 \u00e7\u00f6z\u00fcm \u00e7abalar\u0131n\u0131n aral\u0131ks\u0131z s\u00fcrd\u00fc\u011f\u00fc, mevcut zorluklar yetmezmi\u015f gibi Avrupa a\u00e7\u0131s\u0131ndan hem enerji hem de g\u0131da arz g\u00fcvenli\u011fi a\u00e7\u0131s\u0131ndan pek \u00e7ok ek zorluklar\u0131n ya\u015fanaca\u011f\u0131n\u0131n hesap edildi\u011fi bir sonbahar ve k\u0131\u015f d\u00f6nemine giriyoruz. <\/span>
<\/span>
Fransa Cumhurba\u015fkan\u0131 Macron\u2019un, 24 A\u011fustos g\u00fcnk\u00fc kabine toplant\u0131s\u0131 sonras\u0131nda, \u201cArt\u0131k bolluk d\u00f6nemi bitti, \u00f6zg\u00fcrl\u00fc\u011f\u00fcn bir bedeli var, herkes fedakarl\u0131k yapacak\u201d y\u00f6n\u00fcndeki s\u00f6zleri, kap\u0131ya dayanm\u0131\u015f g\u00f6z\u00fcken enerji ve g\u0131da arz g\u00fcvenli\u011fine y\u00f6nelik riskler a\u00e7\u0131s\u0131ndan a\u00e7\u0131k bir mesaj niteli\u011finde. Bir o kadar da, Fransa toplumunda tart\u0131\u015fmalar\u0131 alevlendirmi\u015f durumda.<\/span>
<\/span>
\u0130ki siyah ku\u011funun sebep oldu\u011fu ekonomik ve ticari travman\u0131n adeta hortlatt\u0131rd\u0131\u011f\u0131 bir k\u00fcresel sorun da \u2018stoklama\u2019, eski tabiriyle \u2018istif\u00e7ilik\u2019 oldu. Covid-19 k\u00fcresel vir\u00fcs salg\u0131n\u0131 d\u00f6neminde, \u00fclkelerin pek \u00e7ok mal ve hizmetin, hammaddenin ve ara mamul\u00fcn temininde zorlanmalar\u0131n\u0131n de \u00f6tesinde, kimi \u00fclkeler bir ba\u015fkas\u0131na ait mallara, \u00fcr\u00fcnlere havalimanlar\u0131nda veya lojistik merkezlerinde el koyunca, d\u00fcnyan\u0131n her noktas\u0131nda bireyler, firmalar, \u015firketler, hatta \u00fclkeler tar\u0131m, g\u0131da, hijyenik \u00fcr\u00fcnler, \u00e7ip, nadir metaller, t\u00fcm stratejik \u00fcr\u00fcnlere y\u00f6nelik bir \u2018stoklama\u2019, \u2018istif\u00e7ilik\u2019 e\u011filimine yo\u011funla\u015ft\u0131lar. <\/span>
<\/span>
Bu e\u011filimin iki temel sonucu oldu; \u2018k\u00fcresel enflasyon\u2019 ve \u2018enerji ve g\u0131da milliyet\u00e7ili\u011fi\u2019.<\/span>
<\/strong><\/span>
ENERJ\u0130 VE GIDA M\u0130LL\u0130YET\u00c7\u0130L\u0130\u011e\u0130<\/strong><\/span>
<\/span>
Rusya-Ukrayna sava\u015f\u0131n\u0131n sebep oldu\u011fu ve 1970\u2019lerdeki \u2018petrol krizleri\u2019nden daha derin ve daha karma\u015f\u0131k y\u00f6n\u00fc olan \u2018enerji krizi\u2019 ise petrol, do\u011falgaz ve k\u00f6m\u00fcrden ba\u015flay\u0131p, rafineride \u00fcretilen akaryak\u0131t \u00fcr\u00fcnlerine kadar ciddi bir fiyat s\u0131\u00e7ramas\u0131n\u0131 da tetikledi. \u2018K\u00fcresel enflasyon\u2019a y\u00f6nelik tart\u0131\u015fmalar\u0131n s\u00f6nmesi b\u00fcy\u00fck \u00f6l\u00e7\u00fcde k\u00fcresel \u00f6l\u00e7ekte \u2018stoklama\u2019, \u2018istif\u00e7ilik\u2019 e\u011filiminin, k\u00fcresel tedarik zincirindeki aksakl\u0131klar\u0131n, konteyner ve ta\u015f\u0131mac\u0131l\u0131k, lojistik maliyetlerinin ve enerji maliyetlerinin normalle\u015fmesine ba\u011fl\u0131. \u2018Enerji ve g\u0131da milliyet\u00e7ili\u011fi\u2019nin tetikledi\u011fi fazladan \u2018stoklama\u2019, \u2018istif\u00e7ilik\u2019 aray\u0131\u015flar\u0131 ise i\u015fleri b\u00fcsb\u00fct\u00fcn zora sokuyor. Bu nedenle, Avrupa Birli\u011fi \u00fcyesi \u00fclkelerin \u00f6n\u00fcm\u00fczdeki sonbahar\u0131 ve k\u0131\u015f\u0131 AB normlar\u0131na uygun bir anlay\u0131\u015fla, kar\u015f\u0131l\u0131kl\u0131 i\u015fbirli\u011fi ve dayan\u0131\u015fmayla y\u00f6netmeyi ba\u015farmalar\u0131, k\u00fcresel enflasyonun yava\u015flamas\u0131, gerilemesi ve s\u00f6nmesi ad\u0131na \u00f6nemli bir f\u0131rsat olu\u015fturacak.<\/span>
<\/strong><\/span>
\u0130NSANLIK SINAVI<\/strong><\/span>
<\/span>
Aksi durumda ise AB \u00fcyesi \u00fclkeler birlik ve dayan\u0131\u015fma i\u00e7inde enerji ve g\u0131da arz g\u00fcvenli\u011fi krizini y\u00f6netemezler ise Avrupal\u0131 liderlerin \u2018demokrasi ve \u00f6zg\u00fcrl\u00fck ad\u0131na\u2019 fedakarl\u0131k \u00e7a\u011fr\u0131lar\u0131 bo\u015fta kal\u0131rsa, \u2018enerji ve g\u0131da milliyet\u00e7ili\u011fi\u2019 b\u00fcsb\u00fct\u00fcn derinle\u015fir ise bunun ne yaz\u0131k ki k\u00fcresel enflasyonun seyrine olumsuz etkileri olacak. Bu durum, ABD ve Avrupa merkez bankalar\u0131 a\u00e7\u0131s\u0131ndan \u2018s\u0131k\u0131 para politikas\u0131\u2019na y\u00f6nelik bask\u0131lar\u0131 da yo\u011funla\u015ft\u0131r\u0131r ise her iki co\u011frafya bir yandan da a\u011f\u0131r resesyon, stagflasyon ve i\u015fsizlik art\u0131\u015f\u0131 riskiyle de y\u00fczle\u015fecek. Bu nedenle, iki siyah ku\u011fu ile birlikte, d\u00fcnyan\u0131n geli\u015fmi\u015f ekonomilerini \u00f6nemli bir \u2018insanl\u0131k s\u0131nav\u0131\u2019 bekliyor. Ya b\u00f6lgesel \u00e7apta ve k\u00fcresel \u00e7apta g\u00fc\u00e7l\u00fc bir dayan\u0131\u015fma ve i\u015fbirli\u011fi ya da uzayan bir k\u00fcresel enflasyon s\u00fcreci ve fakirle\u015fme. Umar\u0131m, birlik ve beraberlik ruhu a\u011f\u0131r basar.<\/span><\/p> \t\t\t\t","slug":"iki-siyah-kugu-stoklama-ve-kuresel-enflasyon","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":"\u0130ki \u2018siyah ku\u011fu\u2019, stoklama ve k\u00fcresel enflasyon","meta_description":"PROF. DR. KEREM ALK\u0130N","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":1094,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}