{"id":35562,"date":"2025-11-19T21:12:56","date_gmt":"2025-11-19T21:12:56","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=35562"},"modified":"2025-11-19T21:12:56","modified_gmt":"2025-11-19T21:12:56","slug":"uea-bakirda-10-yil-icinde-yuzde-30-arz-acigi-olusabilir","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/11\/19\/uea-bakirda-10-yil-icinde-yuzde-30-arz-acigi-olusabilir\/","title":{"rendered":"UEA: Bak\u0131rda 10 y\u0131l i\u00e7inde y\u00fczde 30 arz a\u00e7\u0131\u011f\u0131 olu\u015fabilir"},"content":{"rendered":"

Uluslararas\u0131 Enerji Ajans\u0131n\u0131n y\u0131ll\u0131k K\u00fcresel Kritik Mineraller G\u00f6r\u00fcn\u00fcm\u00fc 2025 raporu yay\u0131mland\u0131. Raporda, enerji sekt\u00f6r\u00fcnde kullan\u0131lan galyum, grafit, manganez, nadir toprak elementleri, silikon, molibden, kobalt, tellurium, antimon, germanyum, indiyum, lityum, titanyum, vanadyum, tantalyum, tungsten, bak\u0131r, nikel, krom ve zirkonyum olmak \u00fczere 20 kritik minerale ili\u015fkin analiz yer ald\u0131.<\/p>\n

Rapora g\u00f6re, kritik minerallerde \u00f6zellikle i\u015fleme ve rafinaj s\u00fcre\u00e7leri birka\u00e7 \u00fclkede yo\u011funla\u015fm\u0131\u015f durumda.<\/p>\n

Bak\u0131r, lityum, nikel, kobalt, grafit ve nadir toprak elementlerinde \u00fc\u00e7 b\u00fcy\u00fck \u00fcreticinin ortalama pazar pay\u0131, 2020’deki y\u00fczde 82 seviyesinden 2024’te y\u00fczde 86’ye y\u00fckseldi. Bu b\u00fcy\u00fcme nikelde Endonezya, di\u011fer t\u00fcm minerallerde ise \u00c7in’den geldi.<\/p>\n

Politika yap\u0131c\u0131lar kritik mineral arz\u0131ndaki s\u00f6z konusu yo\u011funla\u015fman\u0131n fark\u0131na varm\u0131\u015f olsa da IEA’n\u0131n projelere y\u00f6nelik detayl\u0131 analizleri, kritik minerallerin tedarik zincirlerinde \u00e7e\u015fitlendirmeye y\u00f6nelik ilerlemenin yava\u015f olaca\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n

Raporda analiz edilen enerjiyle ilgili 20 kritik mineralin 19’unda \u00c7in, en b\u00fcy\u00fck rafinaj kapasitesine sahip \u00fclke konumunda ve ortalama y\u00fczde 70’lik pazar pay\u0131na sahip. Bu minerallerin 15’inde fiyatlar, petrolden daha fazla oynakl\u0131k g\u00f6steriyor.<\/p>\n

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Bu minerallerden sadece nikelde, Endonezya’n\u0131n pazar pay\u0131 yakla\u015f\u0131k y\u00fczde 50 ile \u00c7in’e g\u00f6re daha y\u00fcksek seviyede bulunuyor.<\/p>\n

Enerjiyle ilgili stratejik minerallerin y\u00fczde 55’i ihracat kontrol\u00fcne tabi <\/b><\/p>\n

Mevcut politikalar ve yat\u0131r\u0131m e\u011filimleri dikkate al\u0131nd\u0131\u011f\u0131nda, gelecek 10 y\u0131lda ilk \u00fc\u00e7 tedarik\u00e7inin pazar pay\u0131n\u0131n s\u0131n\u0131rl\u0131 \u015fekilde d\u00fc\u015fece\u011fi ve pazardaki yo\u011funla\u015fman\u0131n ancak 2020’deki seviyesine d\u00f6nece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

Kritik minerallere y\u00f6nelik talep, son y\u0131llarda temiz enerji d\u00f6n\u00fc\u015f\u00fcm\u00fcn\u00fcn h\u0131zlanmas\u0131yla giderek b\u00fcy\u00fcyor. Lityum talebi 2024’te y\u0131ll\u0131k bazda y\u00fczde 30 artt\u0131. \u00c7in, Endonezya ve Kongo Demokratik Cumhuriyeti gibi \u00fclkelerdeki b\u00fcy\u00fck \u00fcretim art\u0131\u015flar\u0131, \u00f6zellikle batarya fiyatlar\u0131n\u0131n d\u00fc\u015fmesini sa\u011flad\u0131.<\/p>\n

Tedarikteki art\u0131\u015fa ra\u011fmen, gelecek 10 y\u0131la y\u00f6nelik arz-talep dengeleri baz\u0131 riskler bar\u0131nd\u0131r\u0131yor. Kritik minerallerde yat\u0131r\u0131m ivmesi zay\u0131flarken, bu alandaki harcamalar ge\u00e7en y\u0131l sadece y\u00fczde 5 artt\u0131. Bu oran 2023’te y\u0131ll\u0131k bazda y\u00fczde 14’t\u00fc.<\/p>\n

Kritik mineral ke\u015ffine ili\u015fkin faaliyetler de ge\u00e7en y\u0131l duraklama e\u011filimine girdi ve 2020’den beri s\u00fcren b\u00fcy\u00fcme kesintiye u\u011frad\u0131.<\/p>\n<\/div>\n

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Rapora g\u00f6re, \u00f6zellikle bak\u0131r piyasalar\u0131 b\u00fcy\u00fck risklerle kar\u015f\u0131 kar\u015f\u0131ya kalabilir. \u00dclkelerin elektrik \u015febekelerini geni\u015fletme ad\u0131mlar\u0131yla artan bak\u0131r talebi kar\u015f\u0131s\u0131nda, herhangi bir \u00f6nlem al\u0131nmamas\u0131 halinde, mevcut bak\u0131r madeni proje stoku 2035’e kadar y\u00fczde 30’luk arz a\u00e7\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n

Artan ihracat k\u0131s\u0131tlamalar\u0131 da kritik minerallerde tedarik g\u00fcvenli\u011fini tehdit edebilir. Enerji d\u00f6n\u00fc\u015f\u00fcm\u00fcnde kullan\u0131lan stratejik minerallerin y\u00fczde 55’i \u015fu anda bir t\u00fcr ihracat kontrol\u00fcne tabi ve bu k\u0131s\u0131tlamalar\u0131n kapsam\u0131 yaln\u0131zca ham ve rafine \u00fcr\u00fcnlerle s\u0131n\u0131rl\u0131 de\u011fil, i\u015fleme teknolojilerini de i\u00e7erecek \u015fekilde geni\u015fliyor.<\/p>\n

IEA Ba\u015fkan\u0131 Fatih Birol, rapora ili\u015fkin de\u011ferlendirmesinde, y\u00fcksek jeopolitik gerilimlerin ya\u015fand\u0131\u011f\u0131 bir d\u00fcnyada kritik minerallerin k\u00fcresel enerji ve ekonomi g\u00fcvenli\u011fini korumada “\u00f6n cephede yer alan” bir g\u00fcndeme d\u00f6n\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc belirterek, “Bu konu, 21. y\u00fczy\u0131lda enerjinin g\u00fcvenli\u011fi, eri\u015filebilirli\u011fi ve s\u00fcrd\u00fcr\u00fclebilirli\u011fini sa\u011flamak i\u00e7in hayati \u00f6nem ta\u015f\u0131yor. \u0130yi tedarik edilen bir piyasada bile, a\u015f\u0131r\u0131 hava olaylar\u0131, teknik ar\u0131zalar ya da ticaret engelleri gibi nedenlerle kritik mineral tedarik zincirleri ciddi \u015fekilde sars\u0131labilir. B\u00f6yle bir arz \u015fokunun etkisi b\u00fcy\u00fck olur, t\u00fcketiciler i\u00e7in fiyatlar\u0131n artmas\u0131na ve sanayide rekabet\u00e7ili\u011fin zay\u0131flamas\u0131na yol a\u00e7abilir.” ifadelerini kulland\u0131.<\/p>\n<\/div>\n<\/p>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/uea-bakirda-10-yil-icinde-yuzde-30-arz-acigi-olusabilir-3748852<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Kritik minerallerde birka\u00e7 \u00fclkede yo\u011funla\u015fan tedarik ve artan ihracat k\u0131s\u0131tlamalar\u0131n\u0131n \u00f6nemli arz kesintisi riskleri olu\u015fturdu\u011fu ve \u00f6zellikle bak\u0131rda herhangi bir \u00f6nlem al\u0131nmamas\u0131 halinde 2035’e kadar y\u00fczde 30’luk arz a\u00e7\u0131\u011f\u0131 g\u00f6r\u00fclebilece\u011fi bildirildi.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[3240,285,3632,603,1091],"manset":[],"class_list":["post-35562","post","type-post","status-publish","format-standard","hentry","category-ekonomi","tag-bakir","tag-enerji","tag-kritik-mineral","tag-pazar","tag-tedarik"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/35562","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=35562"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/35562\/revisions"}],"predecessor-version":[{"id":35563,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/35562\/revisions\/35563"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=35562"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=35562"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=35562"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=35562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}