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hikmetbaydar@3-goz.com<\/span><\/strong><\/p> \u00a0<\/span><\/p> Pandemi s\u00fcrecinde bir\u00e7ok i\u015fyeri faaliyetini ger\u00e7ekle\u015ftiremedi. Akabinde nakit dengesi bozuldu ve kapanmak zorunda kald\u0131. \u00d6z kayna\u011f\u0131 ve nakit dengesi d\u00fczg\u00fcn olanlar ise yollar\u0131na devam etti.\u00a0<\/span><\/p> \u00a0<\/span><\/p> Kimi zaman jeopolitik riskler, kimi zaman yapt\u0131r\u0131mlar, uluslararas\u0131 mal ak\u0131\u015f\u0131n\u0131 ve ticareti olumsuz etkiledi. O zaman ayakta kalanlar fiyatlarla istedi\u011fi gibi oynama f\u0131rsat\u0131 buldu. T\u00fcm d\u00fcnya \u00f6nce arz kaynakl\u0131 enflasyonu ya\u015fad\u0131. \u00c7\u00fcnk\u00fc \u00fcretim ve lojistikteki aksamalar, arz\u0131n talebin oldu\u011fu yere zaman\u0131nda ve d\u00fc\u015f\u00fck maliyetle ula\u015fmas\u0131n\u0131 engelledi. Daha sonra ertelenen talep devreye girdi ve arz taraf\u0131 yetersiz kal\u0131nca global ekonomilerde enflasyon sorunu bu sefer talep kaynakl\u0131 olarak ba\u015f g\u00f6stermeye ba\u015flad\u0131.\u00a0<\/span><\/p> \u00a0<\/span><\/p> Art\u0131r\u0131lan faizlerle birlikte \u00f6zellikle t\u00fcketim ekonomilerinde talep dizginlenmeye \u00e7al\u0131\u015f\u0131lsa da arz dengesinin sa\u011flanamamas\u0131 ve talebin normalden farkl\u0131 yani ertelenen talep olmas\u0131 nedeniyle \u00f6nemli bir ba\u015far\u0131 elde edilemedi. \u00c7\u00fcnk\u00fc ertelenen talebin faize duyarl\u0131l\u0131\u011f\u0131 daha azd\u0131r. Bu nedenle de y\u00fcksek faizlerin daha uzun s\u00fcre kalabilece\u011fi s\u00f6yleniyor ve enflasyonun d\u00fc\u015f\u00fc\u015f\u00fcnden emin olmad\u0131k\u00e7a da d\u00fc\u015f\u00fcr\u00fclmeyecektir.<\/span><\/p> \u00a0<\/span><\/p> \u015eimdi, g\u00fcndeme tedarik zincirini bozacak yeni bir konu daha girmi\u015f bulunuyor.\u00a0<\/span><\/p> \u00a0<\/span><\/p> Yemen\u2019deki Husiler, ABD\u2019nin g\u00fcvenli deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 i\u00e7in \u00e7ok uluslu koalisyon kuruldu\u011funu duyurmas\u0131na ra\u011fmen K\u0131z\u0131ldeniz\u2019de \u0130srail ile ba\u011flant\u0131l\u0131 gemileri hedef almaya devam edeceklerini a\u00e7\u0131klad\u0131.<\/span><\/p> \u00a0<\/span><\/p> ABD\u2019nin, K\u0131z\u0131ldeniz\u2019de deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131n\u0131 g\u00fcvence alt\u0131na almak i\u00e7in \u00e7ok uluslu bir koalisyon kuruldu\u011fu y\u00f6n\u00fcndeki a\u00e7\u0131klamas\u0131na, Yemen\u2019deki Husiler\u2019den cevap geldi. Husilerin \u00fcst d\u00fczey isimlerinden Muhammed El Bukhaiti konuyla ilgili a\u00e7\u0131klamas\u0131nda, \u201cDeniz ittifak\u0131 kurulsa da kurulmasa da Filistin meselesinde tavr\u0131m\u0131z de\u011fi\u015fmeyecek\u201d ifadelerini kulland\u0131. \u0130srail gemilerini ve \u0130srail\u2019e giden gemileri hedef almaya devam edeceklerini s\u00f6yleyen El Bukhaiti, \u201cKu\u015fatma bitene, g\u0131da ve ila\u00e7 giri\u015fi olana kadar Filistin\u2019e ve Gazze \u015eeridi\u2019ne deste\u011fimiz devam edecek, mazlum Filistin halk\u0131na deste\u011fimiz s\u00fcrekli olacakt\u0131r\u201d dedi.<\/span><\/p> \u00a0<\/span><\/strong><\/p> ABD DAH\u0130L 10 \u00dcLKE VAR<\/span><\/strong><\/p> \u00a0<\/span><\/p> ABD Savunma Bakan\u0131 Lloyd Austin yapt\u0131\u011f\u0131 yaz\u0131l\u0131 a\u00e7\u0131klamada, \u201cK\u0131z\u0131ldeniz, seyr\u00fcsefer \u00f6zg\u00fcrl\u00fc\u011f\u00fc i\u00e7in hayati \u00f6neme sahip kritik bir su yolu ve uluslararas\u0131 ticareti kolayla\u015ft\u0131ran \u00f6nemli bir ticari koridordur. Seyr\u00fcsefer \u00f6zg\u00fcrl\u00fc\u011f\u00fcn\u00fcn temel ilkesini korumaya \u00e7al\u0131\u015fan \u00fclkeler, uluslararas\u0131 sulardan yasal olarak ge\u00e7i\u015f yapan bir\u00e7ok \u00fclkenin ticari gemilerine balistik f\u00fczeler ve insans\u0131z hava arac\u0131 (\u0130HA) f\u0131rlatan bu devlet d\u0131\u015f\u0131 akt\u00f6r\u00fcn yol a\u00e7t\u0131\u011f\u0131 zorluklarla m\u00fccadele etmek i\u00e7in bir araya gelmeli. Bu nedenle bug\u00fcn, Ortak Deniz Kuvvetleri \u00e7at\u0131s\u0131 alt\u0131nda ve K\u0131z\u0131ldeniz\u2019de g\u00fcvenli\u011fe odaklanan 153. G\u00f6rev G\u00fcc\u00fc\u2019n\u00fcn liderli\u011finde \u00f6nemli bir yeni \u00e7ok uluslu g\u00fcvenlik giri\u015fimi olan Prosperity Guardian Operation\u2019\u0131n (Refah Muhaf\u0131z\u0131 Operasyonu) kuruldu\u011funu duyuruyorum\u201d ifadelerini kullanm\u0131\u015ft\u0131. Austin, s\u00f6z konusu misyonda ABD ile birlikte \u0130ngiltere, Bahreyn, Kanada, Fransa, \u0130talya, Hollanda, Norve\u00e7, Sey\u015feller ve \u0130spanya\u2019n\u0131n yer ald\u0131\u011f\u0131n\u0131 aktarm\u0131\u015ft\u0131.<\/span><\/p> \u00a0<\/span><\/strong><\/p> HEDEF, \u0130SRA\u0130LLE \u0130L\u0130\u015eK\u0130L\u0130 GEM\u0130LER<\/span><\/strong><\/p> \u00a0<\/span><\/p> K\u0131z\u0131ldeniz\u2019deki gemileri \u0130srail\u2019e do\u011fru gitmemeleri konusunda uyaran Husiler, ge\u00e7ti\u011fimiz hafta Bab\u00fclmendep Bo\u011faz\u0131\u2019ndaki Norve\u00e7 band\u0131ral\u0131 \u2018STRINDA\u2019 adl\u0131 ticari tankeri seyir f\u00fczesiyle vurmu\u015f, daha \u00f6nce de \u0130srail\u2019e ait oldu\u011fu iddia edilen Galaxy Leader adl\u0131 gemiye el koyarken, iki ticari gemiye ise f\u00fcze ve drone sald\u0131r\u0131s\u0131 d\u00fczenlemi\u015fti. Alman Hapag-Lloyd ile Danimarkal\u0131 A.P. Moller-Maersk ta\u015f\u0131mac\u0131l\u0131k \u015firketleri ile petrol devi BP, sald\u0131r\u0131lar nedeniyle K\u0131z\u0131ldeniz\u2019deki sevkiyatlar\u0131n\u0131 durdurmu\u015ftu.<\/span><\/p> \u00a0<\/span><\/p> \u0130\u015fte bu geli\u015fmeler, \u00f6n\u00fcm\u00fczdeki s\u00fcre\u00e7te arz aksakl\u0131klar\u0131n\u0131n tekrar ba\u015flayabilece\u011fi sinyalini veriyor. \u00d6zellikle Uzakdo\u011fu men\u015feli \u00fcr\u00fcnler ve petrol ak\u0131\u015f\u0131nda aksamalar olacak gibi g\u00f6r\u00fcn\u00fcyor.\u00a0<\/span><\/p> \u00a0<\/span><\/p> Bir yandan resesyon kayg\u0131lar\u0131, di\u011fer yandan jeopolitik geli\u015fmeler, 2024 y\u0131l\u0131n\u0131n zorlu ge\u00e7ebilece\u011finin sinyallerini vermeye ba\u015flad\u0131 bile.<\/span><\/p>","slug":"global-tedarik-zincirindeki-aksamalar-ve-enflasyon-iliskisi","tags":null,"meta_title":null,"meta_description":null,"meta_keywords":null,"news_cover_min":"\/front\/uploads\/blog\/thumbnail\/1703451600cQrPh1BlkYfxTYR.webp","news_cover":null,"news_video_min":null,"news_video":null,"view_count":1817,"cropped_1200x675":null,"user":{"id":23,"name":"H\u0130KMET","surname":"BAYDAR","email":"hikmet-baydar@gmail.com","slug":"hikmet-baydar","avatar":"\/front\/uploads\/avatar\/1733691600m8IdzrjJsMVvSMC.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-10-19T14:42:06.000000Z","updated_at":"2024-12-18T09:49:02.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":46894,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":46768,"locale":"tr","category_id":73,"title":"Global tedarik zincirindeki aksamalar ve enflasyon ili\u015fkisi","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":"H\u0130KMET BAYDAR","content":" hikmetbaydar@3-goz.com<\/span><\/strong><\/p> \u00a0<\/span><\/p> Pandemi s\u00fcrecinde bir\u00e7ok i\u015fyeri faaliyetini ger\u00e7ekle\u015ftiremedi. Akabinde nakit dengesi bozuldu ve kapanmak zorunda kald\u0131. \u00d6z kayna\u011f\u0131 ve nakit dengesi d\u00fczg\u00fcn olanlar ise yollar\u0131na devam etti.\u00a0<\/span><\/p> \u00a0<\/span><\/p> Kimi zaman jeopolitik riskler, kimi zaman yapt\u0131r\u0131mlar, uluslararas\u0131 mal ak\u0131\u015f\u0131n\u0131 ve ticareti olumsuz etkiledi. O zaman ayakta kalanlar fiyatlarla istedi\u011fi gibi oynama f\u0131rsat\u0131 buldu. T\u00fcm d\u00fcnya \u00f6nce arz kaynakl\u0131 enflasyonu ya\u015fad\u0131. \u00c7\u00fcnk\u00fc \u00fcretim ve lojistikteki aksamalar, arz\u0131n talebin oldu\u011fu yere zaman\u0131nda ve d\u00fc\u015f\u00fck maliyetle ula\u015fmas\u0131n\u0131 engelledi. Daha sonra ertelenen talep devreye girdi ve arz taraf\u0131 yetersiz kal\u0131nca global ekonomilerde enflasyon sorunu bu sefer talep kaynakl\u0131 olarak ba\u015f g\u00f6stermeye ba\u015flad\u0131.\u00a0<\/span><\/p> \u00a0<\/span><\/p> Art\u0131r\u0131lan faizlerle birlikte \u00f6zellikle t\u00fcketim ekonomilerinde talep dizginlenmeye \u00e7al\u0131\u015f\u0131lsa da arz dengesinin sa\u011flanamamas\u0131 ve talebin normalden farkl\u0131 yani ertelenen talep olmas\u0131 nedeniyle \u00f6nemli bir ba\u015far\u0131 elde edilemedi. \u00c7\u00fcnk\u00fc ertelenen talebin faize duyarl\u0131l\u0131\u011f\u0131 daha azd\u0131r. Bu nedenle de y\u00fcksek faizlerin daha uzun s\u00fcre kalabilece\u011fi s\u00f6yleniyor ve enflasyonun d\u00fc\u015f\u00fc\u015f\u00fcnden emin olmad\u0131k\u00e7a da d\u00fc\u015f\u00fcr\u00fclmeyecektir.<\/span><\/p> \u00a0<\/span><\/p> \u015eimdi, g\u00fcndeme tedarik zincirini bozacak yeni bir konu daha girmi\u015f bulunuyor.\u00a0<\/span><\/p> \u00a0<\/span><\/p> Yemen\u2019deki Husiler, ABD\u2019nin g\u00fcvenli deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 i\u00e7in \u00e7ok uluslu koalisyon kuruldu\u011funu duyurmas\u0131na ra\u011fmen K\u0131z\u0131ldeniz\u2019de \u0130srail ile ba\u011flant\u0131l\u0131 gemileri hedef almaya devam edeceklerini a\u00e7\u0131klad\u0131.<\/span><\/p> \u00a0<\/span><\/p> ABD\u2019nin, K\u0131z\u0131ldeniz\u2019de deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131n\u0131 g\u00fcvence alt\u0131na almak i\u00e7in \u00e7ok uluslu bir koalisyon kuruldu\u011fu y\u00f6n\u00fcndeki a\u00e7\u0131klamas\u0131na, Yemen\u2019deki Husiler\u2019den cevap geldi. Husilerin \u00fcst d\u00fczey isimlerinden Muhammed El Bukhaiti konuyla ilgili a\u00e7\u0131klamas\u0131nda, \u201cDeniz ittifak\u0131 kurulsa da kurulmasa da Filistin meselesinde tavr\u0131m\u0131z de\u011fi\u015fmeyecek\u201d ifadelerini kulland\u0131. \u0130srail gemilerini ve \u0130srail\u2019e giden gemileri hedef almaya devam edeceklerini s\u00f6yleyen El Bukhaiti, \u201cKu\u015fatma bitene, g\u0131da ve ila\u00e7 giri\u015fi olana kadar Filistin\u2019e ve Gazze \u015eeridi\u2019ne deste\u011fimiz devam edecek, mazlum Filistin halk\u0131na deste\u011fimiz s\u00fcrekli olacakt\u0131r\u201d dedi.<\/span><\/p> \u00a0<\/span><\/strong><\/p> ABD DAH\u0130L 10 \u00dcLKE VAR<\/span><\/strong><\/p> \u00a0<\/span><\/p> ABD Savunma Bakan\u0131 Lloyd Austin yapt\u0131\u011f\u0131 yaz\u0131l\u0131 a\u00e7\u0131klamada, \u201cK\u0131z\u0131ldeniz, seyr\u00fcsefer \u00f6zg\u00fcrl\u00fc\u011f\u00fc i\u00e7in hayati \u00f6neme sahip kritik bir su yolu ve uluslararas\u0131 ticareti kolayla\u015ft\u0131ran \u00f6nemli bir ticari koridordur. Seyr\u00fcsefer \u00f6zg\u00fcrl\u00fc\u011f\u00fcn\u00fcn temel ilkesini korumaya \u00e7al\u0131\u015fan \u00fclkeler, uluslararas\u0131 sulardan yasal olarak ge\u00e7i\u015f yapan bir\u00e7ok \u00fclkenin ticari gemilerine balistik f\u00fczeler ve insans\u0131z hava arac\u0131 (\u0130HA) f\u0131rlatan bu devlet d\u0131\u015f\u0131 akt\u00f6r\u00fcn yol a\u00e7t\u0131\u011f\u0131 zorluklarla m\u00fccadele etmek i\u00e7in bir araya gelmeli. Bu nedenle bug\u00fcn, Ortak Deniz Kuvvetleri \u00e7at\u0131s\u0131 alt\u0131nda ve K\u0131z\u0131ldeniz\u2019de g\u00fcvenli\u011fe odaklanan 153. G\u00f6rev G\u00fcc\u00fc\u2019n\u00fcn liderli\u011finde \u00f6nemli bir yeni \u00e7ok uluslu g\u00fcvenlik giri\u015fimi olan Prosperity Guardian Operation\u2019\u0131n (Refah Muhaf\u0131z\u0131 Operasyonu) kuruldu\u011funu duyuruyorum\u201d ifadelerini kullanm\u0131\u015ft\u0131. Austin, s\u00f6z konusu misyonda ABD ile birlikte \u0130ngiltere, Bahreyn, Kanada, Fransa, \u0130talya, Hollanda, Norve\u00e7, Sey\u015feller ve \u0130spanya\u2019n\u0131n yer ald\u0131\u011f\u0131n\u0131 aktarm\u0131\u015ft\u0131.<\/span><\/p> \u00a0<\/span><\/strong><\/p> HEDEF, \u0130SRA\u0130LLE \u0130L\u0130\u015eK\u0130L\u0130 GEM\u0130LER<\/span><\/strong><\/p> \u00a0<\/span><\/p> K\u0131z\u0131ldeniz\u2019deki gemileri \u0130srail\u2019e do\u011fru gitmemeleri konusunda uyaran Husiler, ge\u00e7ti\u011fimiz hafta Bab\u00fclmendep Bo\u011faz\u0131\u2019ndaki Norve\u00e7 band\u0131ral\u0131 \u2018STRINDA\u2019 adl\u0131 ticari tankeri seyir f\u00fczesiyle vurmu\u015f, daha \u00f6nce de \u0130srail\u2019e ait oldu\u011fu iddia edilen Galaxy Leader adl\u0131 gemiye el koyarken, iki ticari gemiye ise f\u00fcze ve drone sald\u0131r\u0131s\u0131 d\u00fczenlemi\u015fti. Alman Hapag-Lloyd ile Danimarkal\u0131 A.P. Moller-Maersk ta\u015f\u0131mac\u0131l\u0131k \u015firketleri ile petrol devi BP, sald\u0131r\u0131lar nedeniyle K\u0131z\u0131ldeniz\u2019deki sevkiyatlar\u0131n\u0131 durdurmu\u015ftu.<\/span><\/p> \u00a0<\/span><\/p> \u0130\u015fte bu geli\u015fmeler, \u00f6n\u00fcm\u00fczdeki s\u00fcre\u00e7te arz aksakl\u0131klar\u0131n\u0131n tekrar ba\u015flayabilece\u011fi sinyalini veriyor. \u00d6zellikle Uzakdo\u011fu men\u015feli \u00fcr\u00fcnler ve petrol ak\u0131\u015f\u0131nda aksamalar olacak gibi g\u00f6r\u00fcn\u00fcyor.\u00a0<\/span><\/p> \u00a0<\/span><\/p> Bir yandan resesyon kayg\u0131lar\u0131, di\u011fer yandan jeopolitik geli\u015fmeler, 2024 y\u0131l\u0131n\u0131n zorlu ge\u00e7ebilece\u011finin sinyallerini vermeye ba\u015flad\u0131 bile.<\/span><\/p>","slug":"global-tedarik-zincirindeki-aksamalar-ve-enflasyon-iliskisi","orjinalimage":"\/front\/uploads\/blog\/thumbnail\/1703451600cQrPh1BlkYfxTYR.webp","news_cover_min":"\/front\/uploads\/blog\/thumbnail\/1703451600cQrPh1BlkYfxTYR.webp","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":null,"meta_title":null,"meta_description":null,"meta_keywords":null,"view_count":1817,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}
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