Ukrayna’n\u0131n Rus enerji altyap\u0131s\u0131na y\u00f6nelik yo\u011funla\u015fan sald\u0131r\u0131lar\u0131, \u00fclkede rafineri faaliyetlerini sekteye u\u011fratarak d\u00fcnyan\u0131n \u00f6nde gelen petrol \u00fcreticisi ve ihracat\u00e7\u0131s\u0131 konumundaki \u00fclkeyi petrol \u00fcr\u00fcn\u00fc ithalat\u0131na itiyor.<\/p>\n
AA muhabirinin yapt\u0131\u011f\u0131 derlemeye g\u00f6re, Rusya’n\u0131n enerji gelirlerini azaltarak sava\u015f\u0131n finansman\u0131n\u0131 sekteye u\u011fratmay\u0131 ama\u00e7layan Ukrayna, son d\u00f6nemde \u00f6zellikle \u00fclkenin rafineri ve ihracat altyap\u0131s\u0131n\u0131 hedef al\u0131yor.<\/p>\n
A\u011fustosta Orsk, TANECO, Ilsky, Bashneft-Novoil ve Yaroslavl dahil \u00e7ok say\u0131da rafineri sald\u0131r\u0131lar\u0131n hedefi olurken, temmuz sonundan itibaren Volgograd, Saratov ve Ryazan gibi b\u00fcy\u00fck tesislerde de \u00fcretim kesintileri ya\u015fand\u0131.<\/p>\n
S&P Global Energy uzmanlar\u0131n\u0131n tahminlerine g\u00f6re, Rus rafinerilerinde i\u015flenen ham petrol miktar\u0131 temmuzda g\u00fcnl\u00fck ortalama 3,7 milyon varile gerileyerek ge\u00e7en y\u0131l ortalamas\u0131n\u0131n y\u00fczde 28 alt\u0131nda ger\u00e7ekle\u015fti.<\/p>\n
Rafineri faaliyetlerindeki bu d\u00fc\u015f\u00fc\u015f benzin \u00fcretimine de yans\u0131rken, Moskova yak\u0131t arz\u0131nda darbo\u011faza girdi. Bu kapsamda \u00fclkenin benzin \u00fcretimi temmuz ba\u015f\u0131nda mevsimsel i\u00e7 talebin yakla\u015f\u0131k y\u00fczde 65’ini kar\u015f\u0131layabilecek seviyeye kadar gerilerken, baz\u0131 b\u00f6lgelerde akaryak\u0131t istasyonlar\u0131nda sat\u0131\u015flara s\u0131n\u0131rlamalar getirildi.<\/p>\n
Rus h\u00fck\u00fcmeti, i\u00e7 piyasadaki arz s\u0131k\u0131nt\u0131s\u0131n\u0131 hafifletmek amac\u0131yla benzin ihracat\u0131na y\u00f6nelik ge\u00e7ici yasa\u011f\u0131 31 Ocak 2027’ye kadar uzat\u0131rken, petrol \u015firketlerinden sorun ya\u015fanan b\u00f6lgelere sevkiyatlar\u0131 art\u0131rmalar\u0131n\u0131 istedi.<\/p>\n
– Dev petrol \u00fcreticisi benzin ithalat\u0131na y\u00f6neldi<\/p>\n
D\u00fcnyan\u0131n ikinci b\u00fcy\u00fck ham petrol \u00fcreticisi Rusya’da rafineri faaliyetlerindeki aksamalar nedeniyle i\u00e7 piyasadaki yak\u0131t arz\u0131nda s\u0131k\u0131nt\u0131 ya\u015fayan Moskova y\u00f6netimi, ayr\u0131ca d\u0131\u015f kaynaklardan petrol \u00fcr\u00fcn\u00fc tedarikini art\u0131rma yoluna gitti.<\/p>\n
S&P Global Commodities at Sea (CAS) ve Kpler gemi takip verilerine g\u00f6re, Rusya, i\u00e7 piyasadaki arz s\u0131k\u0131nt\u0131s\u0131n\u0131 hafifletmek i\u00e7in temmuz sonundan bu yana deniz yoluyla 1 milyon varilin \u00fczerinde benzin ithal etti.<\/p>\n
Bu do\u011frultuda, Hindistan men\u015feli toplam 1 milyon 6 bin varil benzin M\u0131s\u0131r \u00fczerinden Moskova’ya sevk edilirken, Fas’tan y\u00fcklenen men\u015fei belirsiz 300 bin varillik benzin kargosu da \u00fclkeye ula\u015ft\u0131.<\/p>\n
\u00d6te yandan Rusya, deniz yoluyla yap\u0131lan ithalat\u0131n yan\u0131 s\u0131ra Belarus ve Kazakistan’dan da benzin tedarik etti.<\/p>\n
Sekt\u00f6r kaynaklar\u0131ndan derlenen verilere g\u00f6re, Belarus’tan Rusya’ya demir yoluyla yap\u0131lan benzin sevkiyat\u0131 temmuzda \u00f6nceki aya g\u00f6re y\u00fczde 13 artarak 212 bin tona ula\u015f\u0131rken, Kazakistan da ayn\u0131 ay Rusya’ya yakla\u015f\u0131k 1000 tonluk benzin sevkiyat\u0131 ger\u00e7ekle\u015ftirdi.<\/p>\n
– Ham petrol ve petrol \u00fcr\u00fcn\u00fc ihracat\u0131nda z\u0131t seyir<\/p>\n
Rafinaj sekt\u00f6r\u00fcnde ya\u015fanan aksakl\u0131klar s\u00fcrerken, Rusya’n\u0131n ham petrol ve petrol \u00fcr\u00fcn\u00fc ihracat\u0131ndaki ters y\u00f6nl\u00fc seyir dikkati \u00e7ekiyor.<\/p>\n
Uluslararas\u0131 Enerji Ajans\u0131 (IEA) verilerine g\u00f6re, Rusya’n\u0131n petrol \u00fcr\u00fcn\u00fc ihracat\u0131 temmuzda \u00f6nceki aya g\u00f6re g\u00fcnl\u00fck 400 bin varil azalarak 1,4 milyon varile geriledi. \u0130hracat ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re de g\u00fcnl\u00fck 1,3 milyon varil d\u00fc\u015ft\u00fc.<\/p>\n
Buna kar\u015f\u0131n, \u00fclkenin ham petrol ihracat\u0131 temmuzda ayl\u0131k bazda g\u00fcnl\u00fck 200 bin varil azalarak 5,6 milyon varile gerilese de ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re g\u00fcnl\u00fck 800 bin varil artt\u0131. Bu durum, Rusya’n\u0131n ham petrol ihracat\u0131n\u0131 s\u00fcrd\u00fcrebildi\u011fini ancak rafinerilerine y\u00f6nelik sald\u0131r\u0131lar\u0131n benzin ve motorin \u00fcretimini sekteye u\u011fratt\u0131\u011f\u0131n\u0131 ortaya koyuyor.<\/p>\n
– Rusya’n\u0131n g\u00fcvenilir petrol tedarik\u00e7isi konumu sorgulan\u0131yor<\/p>\n
Energy Aspects K\u0131demli Petrol \u00dcr\u00fcnleri Analisti Natalia Losada, AA muhabirine, Rusya’n\u0131n a\u011f\u0131rl\u0131kl\u0131 olarak benzin ve jet yak\u0131t\u0131 ithal etti\u011fini belirterek, “Bu olduk\u00e7a s\u0131ra d\u0131\u015f\u0131 bir geli\u015fme ve Rusya’n\u0131n rafinaj sisteminin ciddi \u00f6l\u00e7\u00fcde zay\u0131flad\u0131\u011f\u0131n\u0131 ortaya koyuyor.” dedi.<\/p>\n
Losada, mevcut yak\u0131t arz\u0131 \u00fczerindeki bask\u0131n\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde Ukrayna’n\u0131n sald\u0131r\u0131lar\u0131ndan kaynakland\u0131\u011f\u0131n\u0131 ifade ederek, “Ukrayna’n\u0131n sald\u0131r\u0131lar\u0131n\u0131n devam etti\u011fi bir senaryoda k\u00fcresel arz dengeleri, \u00f6zellikle motorin piyasas\u0131nda, \u00f6nemli \u00f6l\u00e7\u00fcde s\u0131k\u0131 kalabilir. Bununla birlikte, Rusya’n\u0131n yak\u0131t talebinin k\u0131\u015f aylar\u0131nda yaza k\u0131yasla azalmas\u0131 bir miktar rahatlama sa\u011flayabilir.” de\u011ferlendirmesinde bulundu.<\/p>\n
Oslo \u00dcniversitesinde Doktora Sonras\u0131 Ara\u015ft\u0131rma G\u00f6revlisi Francesco Sassi de Rusya’n\u0131n petrol \u00fcr\u00fcnleri ithalat\u00e7\u0131s\u0131 konumuna gelmesinin \u00fclkenin enerji g\u00fcvenli\u011fi a\u00e7\u0131s\u0131ndan risk olu\u015fturdu\u011funa dikkati \u00e7ekerek, “Rusya’n\u0131n petrol \u00fcr\u00fcnleri ithalat\u00e7\u0131s\u0131 konumuna gelmesi, Moskova’n\u0131n enerji g\u00fcvenli\u011fi a\u00e7\u0131s\u0131ndan a\u00e7\u0131k bir tehdit olu\u015ftururken, uzun vadede ekonomik olarak s\u00fcrd\u00fcr\u00fclemez.” yorumunu yapt\u0131.<\/p>\n
Sassi, Rusya’n\u0131n k\u00fcresel enerji d\u00fczenindeki konumunun, petrol\u00fcn ta\u015f\u0131nmas\u0131 ve depolanmas\u0131na y\u00f6nelik altyap\u0131 ile rafinaj ve da\u011f\u0131t\u0131m tesislerinin g\u00fcvenli\u011fine dayand\u0131\u011f\u0131na i\u015faret ederek, “Ukrayna’n\u0131n insans\u0131z hava ara\u00e7lar\u0131yla y\u00fcr\u00fctt\u00fc\u011f\u00fc sald\u0131r\u0131 stratejisi bu g\u00fcvenlik standard\u0131n\u0131 ortadan kald\u0131rarak Rusya’n\u0131n petrol ihracat\u0131n\u0131n g\u00fcvenilirli\u011fini ciddi bi\u00e7imde sorgulan\u0131r hale getirdi.” ifadelerini kulland\u0131.<\/p>\n
– K\u00fcresel petrol \u00fcr\u00fcnleri arz\u0131 riske girebilir<\/p>\n
ICIS’te K\u0131demli Petrokimya Uzman\u0131 Paolo Scafetta da rafineri kesintilerinin s\u00fcrmesi halinde Rusya’n\u0131n daha fazla petrol \u00fcr\u00fcn\u00fcn\u00fc i\u00e7 piyasada tutmak ve ilave benzin ile motorin tedarik etmek zorunda kalabilece\u011fini aktard\u0131.<\/p>\n
Scafetta, bu durumun petrol \u00fcr\u00fcn\u00fc ihracat\u0131n\u0131n azalmas\u0131 ve ithalat\u0131n artmas\u0131 anlam\u0131na geldi\u011fine de\u011finerek, s\u00f6zlerini \u015f\u00f6yle tamamlad\u0131:<\/p>\n
“Bu durum, halihaz\u0131rda arz\u0131n k\u0131s\u0131tl\u0131 oldu\u011fu k\u00fcresel petrol \u00fcr\u00fcnleri piyasas\u0131 \u00fczerindeki bask\u0131y\u0131 art\u0131rabilir. Avrupal\u0131 al\u0131c\u0131lar, motorin ve jet yak\u0131t\u0131 gibi rafine petrol \u00fcr\u00fcnlerinin tedarikinde Rus al\u0131c\u0131larla giderek daha fazla rekabet etmek zorunda kalabilir. Bu da Avrupa motorin piyasas\u0131nda arz\u0131n daralmas\u0131na ve rafineri marjlar\u0131n\u0131n desteklenmesine yol a\u00e7abilir.”<\/p>\n
(AA\/RU\/G\u00d6Z)<\/p>\n","protected":false},"excerpt":{"rendered":"
Ukrayna’n\u0131n Rus enerji altyap\u0131s\u0131na y\u00f6nelik yo\u011funla\u015fan sald\u0131r\u0131lar\u0131, \u00fclkede rafineri faaliyetlerini sekteye u\u011fratarak d\u00fcnyan\u0131n \u00f6nde gelen petrol \u00fcreticisi ve ihracat\u00e7\u0131s\u0131 konumundaki \u00fclkeyi petrol \u00fcr\u00fcn\u00fc ithalat\u0131na itiyor. AA muhabirinin yapt\u0131\u011f\u0131 derlemeye g\u00f6re, Rusya’n\u0131n enerji gelirlerini azaltarak sava\u015f\u0131n finansman\u0131n\u0131 sekteye u\u011fratmay\u0131 ama\u00e7layan Ukrayna, son d\u00f6nemde \u00f6zellikle \u00fclkenin rafineri ve ihracat altyap\u0131s\u0131n\u0131 hedef al\u0131yor. A\u011fustosta Orsk, TANECO, Ilsky, Bashneft-Novoil …<\/p>\n","protected":false},"author":1,"featured_media":149272,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[48428,14213,20471,423,23002,718],"class_list":["post-149271","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","tag-acmazinda","tag-devi","tag-ham","tag-petrol","tag-rafineri","tag-rusya"],"_links":{"self":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts\/149271"}],"collection":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/comments?post=149271"}],"version-history":[{"count":0,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts\/149271\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/media\/149272"}],"wp:attachment":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/media?parent=149271"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/categories?post=149271"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/tags?post=149271"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}