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Enerji devlerinin kasas\u0131n\u0131 dolduran as\u0131l etken, Ortado\u011fu’daki petrol ve do\u011falgaz arz\u0131nda ya\u015fanan kesintiler.<\/p>\n
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B\u00f6lgede i\u015flenmi\u015f \u00fcr\u00fcnlerin \u00fcretimi ve ihracat\u0131 a\u011f\u0131r aksamalarla bo\u011fu\u015fuyor. Bu tablo, \u00e7at\u0131\u015fmalardan etkilenmeyen rafinerilerin daralan k\u00fcresel arzdan kazan\u00e7 sa\u011flamas\u0131 anlam\u0131na geliyor.<\/p>\n
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\u00dcstelik lojistik k\u0131s\u0131tlamalar yak\u0131t tedarikinin ba\u015fka rotalara y\u00f6nlendirilmesini zorla\u015ft\u0131r\u0131yor ve ham petrol fiyatlar\u0131 ile i\u015flenmi\u015f \u00fcr\u00fcnler aras\u0131ndaki makas\u0131 iyice a\u00e7\u0131yor.<\/p>\n
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E\u015fzamanl\u0131 olarak Ukrayna’n\u0131n Rus enerji altyap\u0131s\u0131na d\u00fczenledi\u011fi insans\u0131z hava arac\u0131 sald\u0131r\u0131lar\u0131, petrol piyasas\u0131n\u0131n b\u00fcy\u00fck oyuncular\u0131ndan Rusya’y\u0131 ba\u015fta benzin ve dizel olmak \u00fczere baz\u0131 \u00fcr\u00fcnlerin ihracat\u0131n\u0131 yasaklamaya y\u00f6neltti.<\/p>\n
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B\u00fct\u00fcn bu s\u0131k\u0131\u015f\u0131kl\u0131k, ham petrol fiyat\u0131 ile ondan elde edilen yak\u0131tlar aras\u0131ndaki fark\u0131 g\u00f6steren rafineri marjlar\u0131n\u0131 rekor seviyelere ta\u015f\u0131d\u0131.<\/p>\n
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Bloomberg’\u00fcn verilerine g\u00f6re nisan-haziran d\u00f6neminde varil ba\u015f\u0131na 24 dolar olan k\u00e2r marjlar\u0131, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte 42 dolara f\u0131rlad\u0131. B\u00f6ylece Rusya’n\u0131n 2022’de Ukrayna’ya askeri m\u00fcdahale ba\u015flatmas\u0131n\u0131n ard\u0131ndan k\u0131r\u0131lan \u00f6nceki rekor da geride kald\u0131.<\/p>\n
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Shell CEO’su Wael Sawan, bug\u00fcn yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, “k\u00fcresel enerji sisteminde a\u011f\u0131r kesintilerin s\u00fcrd\u00fc\u011f\u00fc bir \u00e7eyrekte elde edilen \u00e7ok g\u00fc\u00e7l\u00fc sonu\u00e7lar\u0131” \u00f6vd\u00fc.<\/p>\n
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TotalEnergies CEO’su Patrick Pouyanne ise yaz\u0131l\u0131 a\u00e7\u0131klamas\u0131nda, \u015firketinin “tarihi d\u00fczeydeki rafineri marjlar\u0131 ve y\u00fckseli\u015fteki do\u011falgaz piyasas\u0131yla \u00f6ne \u00e7\u0131kan y\u00fcksek fiyat ortam\u0131ndan” fayda sa\u011flad\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
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AFP ajans\u0131na konu\u015fan AJ Bell Yat\u0131r\u0131m Direkt\u00f6r\u00fc Russ Mould da mevcut tabloyu 2022 ile k\u0131yaslad\u0131.<\/p>\n
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Mould, “K\u00e2rlar en son 2022’de, Rusya’n\u0131n Ukrayna’y\u0131 i\u015fgali kendi enerji \u015fokunu yaratt\u0131\u011f\u0131nda bu seviyelerdeydi. Mevcut son derece elveri\u015fli piyasa ko\u015fullar\u0131 sonsuza dek s\u00fcrmeyebilir ama Shell bu kazanc\u0131 hissedarlar\u0131yla payla\u015fma yoluna gitti” de\u011ferlendirmesini yapt\u0131.<\/p>\n<\/div>\n