{"id":77486,"date":"2024-09-20T08:48:14","date_gmt":"2024-09-20T08:48:14","guid":{"rendered":"https:\/\/ekamu.net\/?p=77486"},"modified":"2024-09-20T08:48:14","modified_gmt":"2024-09-20T08:48:14","slug":"petrol-devlerinin-karinda-yuzde-10luk-dusus","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2024\/09\/20\/petrol-devlerinin-karinda-yuzde-10luk-dusus\/","title":{"rendered":"Petrol devlerinin k\u00e2r\u0131nda y\u00fczde 10’luk d\u00fc\u015f\u00fc\u015f"},"content":{"rendered":"
\n

9 petrol firmas\u0131n\u0131n bilan\u00e7olar\u0131ndan derlenen verilere g\u00f6re, Amerikal\u0131 ExxonMobil ve Chevron ile Hollandal\u0131 Royal Dutch Shell, \u0130ngiliz bp, Frans\u0131z TotalEnergies, \u0130talyan Eni, Rus Rosneft, Norve\u00e7li Equinor ve Suudi Arabistan’\u0131n ulusal petrol \u015firketi Saudi Aramco’nun y\u0131l\u0131n ilk yar\u0131s\u0131ndaki toplam kar\u0131 2023’e g\u00f6re yakla\u015f\u0131k y\u00fczde 10 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi.<\/p>\n

S\u00f6z konusu d\u00f6nemde, Saudi Aramco 56,30 milyar dolar, ExxonMobil 17,46 milyar dolar, Shell 14,02 milyar dolar, bp 5,47 milyar dolar, Chevron 9,93 milyar dolar, Eni 2,06 milyar dolar, Equinor 4,54 milyar dolar ve TotalEnergies 9,50 milyar dolar kar elde etti\u011fini a\u00e7\u0131klad\u0131.<\/p>\n<\/div>\n

\n

Ge\u00e7en y\u0131l\u0131n Ocak-Haziran d\u00f6nemine k\u0131yasla, Saudi Aramco y\u00fczde 9,1, ExxonMobil y\u00fczde 9,6, Shell y\u00fczde 4,7, bp y\u00fczde 27,5, Chevron y\u00fczde 21,1, Eni y\u00fczde 30,4, Equinor y\u00fczde 33,1 ve TotalEnergies y\u00fczde 1,4 daha az kar a\u00e7\u0131klad\u0131.<\/p>\n

Saudi Aramco ge\u00e7en y\u0131l\u0131n ilk yar\u0131s\u0131nda 61,96 milyar dolar, ExxonMobil 19,31 milyar dolar, Shell 14,71 milyar dolar, bp 7,55 milyar dolar, Chevron 12,58 milyar dolar, Eni 2,96 milyar dolar, Equinor 6,79 milyar dolar ve TotalEnergies 9,64 milyar dolar kar sa\u011flam\u0131\u015ft\u0131.<\/p>\n

Bu d\u00f6nemde, Rusya’n\u0131n en b\u00fcy\u00fck petrol \u015firketi Rosneft ise kar\u0131n\u0131 en fazla art\u0131ran \u015firket oldu. \u015eirketin geliri, bu y\u0131l\u0131n ilk yar\u0131s\u0131nda ge\u00e7en y\u0131la k\u0131yasla y\u00fczde 30,2 y\u00fckselerek 10,52 milyar dolara ula\u015ft\u0131.<\/p>\n

Rosneft’in ge\u00e7en y\u0131l\u0131n ilk 6 ay\u0131ndaki kar\u0131 8,08 milyar dolar olarak kay\u0131tlara ge\u00e7mi\u015fti.<\/p>\n

B\u00f6ylece 2023’\u00fcn ilk yar\u0131s\u0131nda yakla\u015f\u0131k 143,58 milyar dolar civar\u0131nda net gelir elde eden firmalar\u0131n bu y\u0131l\u0131n ayn\u0131 d\u00f6nemindeki net gelirleri ortalama 129,80 milyar dolar olarak kay\u0131tlara ge\u00e7ti.<\/p>\n

6 bin geminin 600’\u00fc Rus petrol\u00fc ta\u015f\u0131yor<\/b><\/p>\n

Viyana Enerji Ara\u015ft\u0131rmalar\u0131 Enstit\u00fcs\u00fc Ba\u015fkan\u0131 Fereydoun Barkeshli, AA’ya yapt\u0131\u011f\u0131 de\u011ferlendirmede, Rus petrol devi Rosneft’in s\u00f6z konusu d\u00f6nemde k\u00e2r\u0131n\u0131 en fazla art\u0131ran \u015firket olmas\u0131n\u0131n \u00fclkenin i\u00e7inde bulundu\u011fu sava\u015f durumu ve yapt\u0131r\u0131mlar nedeniyle piyasa uzmanlar\u0131n\u0131 \u015fa\u015f\u0131rtt\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n

Barkeshli, petrol ve do\u011fal gaz piyasas\u0131ndaki pay\u0131 s\u00f6z konusu oldu\u011funda Rusya’n\u0131n olduk\u00e7a hassas davrand\u0131\u011f\u0131na i\u015faret ederek, “Asl\u0131nda \u00fclkenin OPEC+ ittifak\u0131na kat\u0131lmadan \u00f6nce bile pazar pay\u0131n\u0131 koruma politikas\u0131 oldu\u011funu fark ettim. B\u00f6ylece Rusya, bu pay\u0131 korumakla kalmay\u0131p, Hindistan ba\u015fta olmak \u00fczere Asya pazar\u0131na ihracat\u0131 art\u0131rd\u0131” dedi.<\/p>\n

\u00d6te yandan, Rosneft’in b\u00fcy\u00fck bir yerel pazara sahip oldu\u011funun alt\u0131n\u0131 \u00e7izen Barkeshli, “\u015eirketin yerel pazar pay\u0131 bir d\u00f6nem yakla\u015f\u0131k y\u00fczde 32 civar\u0131ndayd\u0131. Yani Rosneft, Rusya’n\u0131n yerel pazar\u0131nda g\u00fc\u00e7l\u00fc bir oyuncu olmaya devam ediyor.” diye konu\u015ftu.<\/p>\n

Barkeshli, baz\u0131 petrol analistlerinin Rusya’ya uygulanan yapt\u0131r\u0131mlar\u0131n g\u00f6z ard\u0131 edilebilece\u011fini savundu\u011funu belirterek, ABD’nin Rusya’n\u0131n petrol ve do\u011fal gaz \u00fcretiminden para kazanmas\u0131n\u0131 istemedi\u011fini ancak ba\u015fkanl\u0131k se\u00e7imlerinden aylar sonra petrol fiyatlar\u0131n\u0131n f\u0131rlamas\u0131ndan da \u00e7ekindi\u011fini ifade etti.<\/p>\n

Rusya’n\u0131n yapt\u0131r\u0131mlar\u0131 delmek i\u00e7in \u0130ran’\u0131n uzmanl\u0131\u011f\u0131ndan yararland\u0131\u011f\u0131n\u0131 anlatan Barkeshli, baz\u0131 istatistiklere g\u00f6re, uluslararas\u0131 sularda hareket eden yakla\u015f\u0131k 6 bin geminin neredeyse 600’\u00fcn\u00fcn Rus petrol\u00fc ta\u015f\u0131d\u0131\u011f\u0131n\u0131 aktard\u0131.<\/p>\n

Barkeshli, 2022’de Rusya Merkez Bankas\u0131 taraf\u0131ndan yay\u0131mlanan bir raporda Moskova’n\u0131n sava\u015f\u0131n ard\u0131ndan gelen yapt\u0131r\u0131mlar ve finansal k\u0131s\u0131tlamalar\u0131 \u00f6ng\u00f6rd\u00fc\u011f\u00fcn\u00fc ifade ederek, \u015f\u00f6yle devam etti:<\/p>\n

“Bu da Rusya’n\u0131n petrol ve gaz gelirleri i\u00e7in \u00f6nceden ileriye d\u00f6n\u00fck bir planlama yapt\u0131\u011f\u0131na i\u015faret ediyor. Yine de, y\u0131llar boyunca ABD yapt\u0131r\u0131mlar\u0131n\u0131 incelemi\u015f biri olarak, yapt\u0131r\u0131mlar\u0131n zamanla Rusya’n\u0131n petrol ve do\u011fal gaz \u00fcretimini ve ihracat\u0131n\u0131 kesinlikle yava\u015flataca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum”<\/p>\n

OPEC+ \u00fcretim kesintilerini uzatma karar\u0131 fiyatlar\u0131n daha fazla d\u00fc\u015fmesinin \u00f6n\u00fcne ge\u00e7ebilir<\/b><\/p>\n

Norve\u00e7 merkezli ba\u011f\u0131ms\u0131z ara\u015ft\u0131rma kurulu\u015fu Rystad Energy Petrol Uzman\u0131 Rohan Goindi de bu y\u0131l petrol fiyatlar\u0131nda ya\u015fanan d\u00fc\u015f\u00fc\u015f\u00fcn pazar\u0131n arz taraf\u0131n\u0131n zay\u0131f kalmas\u0131ndan ve OPEC ile OPEC d\u0131\u015f\u0131 \u00fclkelerin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde yeni \u00fcretim art\u0131\u015flar\u0131ndan ka\u00e7\u0131nmas\u0131ndan kaynakland\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n

Goindi, y\u0131l\u0131n ilerleyen d\u00f6nemlerinde ise \u00f6zellikle Kanada’n\u0131n katk\u0131s\u0131yla, OPEC d\u0131\u015f\u0131 arz\u0131n artaca\u011f\u0131n\u0131n \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc ifade etti.<\/p>\n

Bu y\u0131l\u0131n ikinci yar\u0131s\u0131nda, k\u00fcresel ham petrol ve kondensat arz\u0131n\u0131n ilk yar\u0131ya k\u0131yasla g\u00fcnl\u00fck 450 bin varil artmas\u0131n\u0131n beklendi\u011fini vurgulayan Goindi, ayn\u0131 d\u00f6nemde rafineri i\u015fleme miktar\u0131n\u0131n da yakla\u015f\u0131k 1,8 milyon varil artaca\u011f\u0131n\u0131n tahmin edildi\u011fini aktard\u0131.<\/p>\n

Goindi, s\u00f6z konusu fiyat d\u00fc\u015f\u00fc\u015f\u00fcnde k\u00fcresel \u00e7apta ya\u015fanan ekonomik zorluklar\u0131n talebi zay\u0131flatmas\u0131n\u0131n etkili oldu\u011funa dikkati \u00e7ekerek, “\u00c7in ve ABD’den gelen olumsuz ekonomik veriler zay\u0131f talebe katk\u0131da bulunuyor. \u00c7in’in ham petrol ithalat\u0131 y\u0131ll\u0131k bazda d\u00fc\u015f\u00fc\u015f g\u00f6sterdi ve \u00fclkenin y\u00fcksek ham petrol envanterleri, talebin hala zay\u0131f oldu\u011funa i\u015faret ediyor.” de\u011ferlendirmesinde bulundu.<\/p>\n

Ancak, ilerleyen s\u00fcre\u00e7te OPEC+ grubunun \u00fcretim kesintilerini uzatma karar\u0131n\u0131n fiyatlar\u0131n daha fazla d\u00fc\u015fmesinin \u00f6n\u00fcne ge\u00e7ece\u011fini belirten Goindi, \u015funlar\u0131 kaydetti:<\/p>\n

“Irak ve Kazakistan gibi baz\u0131 \u00fcyelerin a\u015f\u0131r\u0131 \u00fcretimi, k\u00fcresel ham petrol arz\u0131 dengesini bozdu. \u00dcretim kesintilerinin bir denge sa\u011flamas\u0131 beklenirken, y\u0131l\u0131n ilerleyen d\u00f6nemlerinde OPEC d\u0131\u015f\u0131 \u00fcretimin artmas\u0131n\u0131n etkilerini hafifletece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor. Petrol piyasas\u0131nda cans\u0131z ge\u00e7en yaz d\u00f6neminin ard\u0131ndan, kas\u0131m ve aral\u0131kta mevcut seviyelerden kademeli bir talep art\u0131\u015f\u0131 bekleniyor. Y\u0131l sonuna do\u011fru petrol piyasas\u0131nda arz ve talep dengesinin daralmas\u0131 muhtemel.”<\/p>\n<\/div>\n

<\/p>\n

Kaynak :\u00a0Bloomberg HT<\/span><\/p>\n

<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

D\u00fcnyan\u0131n en b\u00fcy\u00fck 9 petrol \u015firketinin y\u0131l\u0131n ilk yar\u0131s\u0131nda elde etti\u011fi kar, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine k\u0131yasla y\u00fczde 10 azalarak yakla\u015f\u0131k 129,80 milyar dolara geriledi.<\/p>\n","protected":false},"author":1,"featured_media":77487,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[857,651,548,688,369],"class_list":["post-77486","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-donem","tag-milyar-dolar","tag-petrol","tag-rus","tag-uretim"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/77486","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/comments?post=77486"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/77486\/revisions"}],"predecessor-version":[{"id":77488,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/77486\/revisions\/77488"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/77487"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=77486"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=77486"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=77486"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}