{"status":true,"post":{"id":43301,"user_id":2,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2023-09-11 07:44:00","created_at":"2023-09-11T04:44:00.000000Z","updated_at":"2023-09-11T04:44:00.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":43301,"is_featured":0,"title":"Temiz enerji yar\u0131\u015f\u0131nda bat\u0131n\u0131n ikilemi","slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"home_title":null,"sub_title":null,"category_id":73,"description":"FAT\u0130H OKTAY","content":"

<\/span><\/strong>\u00a0<\/span><\/strong><\/p>


<\/span><\/strong><\/p>

fatih@fatihoktay.com<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

D\u00fcnyada k\u00fcresel \u0131s\u0131nma ile ili\u015fkilendirilen a\u015f\u0131r\u0131 iklim olaylar\u0131, orman yang\u0131n\u0131 salg\u0131nlar\u0131n\u0131n s\u0131kla\u015farak s\u00fcrd\u00fc\u011f\u00fc \u015fu g\u00fcnlerde hay\u0131rl\u0131 bir geli\u015fme olarak bir temiz enerji yar\u0131\u015f\u0131 da y\u00fcr\u00fcyor.\u00a0<\/span><\/p>

\u00a0<\/span><\/p>

ABD\u2019de garip isimli Enflasyonu D\u00fc\u015f\u00fcrme Yasas\u0131 ile y\u00f6netim temiz enerji sekt\u00f6r\u00fcne b\u00fcy\u00fck boyutlu devlet destekleri sa\u011flamaya ba\u015flad\u0131. AB\u2019de de benzer politikalar uygulamaya konuluyor. Bu politikalar\u0131n bir hedefi, fosil yak\u0131ta dayal\u0131 enerji yerine temiz enerji \u00fcretim ve t\u00fcketimini koyup karbon sal\u0131mlar\u0131n\u0131 azaltarak k\u00fcresel \u0131s\u0131nmay\u0131 yava\u015flatmak. Di\u011fer, belki de daha \u00f6nemli hedef ise temiz enerji teknolojisi ve \u00fcretiminde lider konumuna gelmi\u015f bulunan \u00c7in\u2019i yakalamak ve ge\u00e7mek.<\/span><\/p>

\u00a0<\/span><\/p>

Daha \u00f6nceki yaz\u0131larda de\u011findi\u011fimiz gibi \u00c7in, 2000\u2019lerin ortalar\u0131nda temiz enerji sekt\u00f6r\u00fcnde hi\u00e7bir varl\u0131k sahibi de\u011filken, 10 y\u0131l gibi bir s\u00fcre i\u00e7inde liderli\u011fe y\u00fckseldi. Bunda devletin ak\u0131lc\u0131 politikalarla sa\u011flad\u0131\u011f\u0131 b\u00fcy\u00fck \u00e7apl\u0131, geni\u015f kapsaml\u0131 destek yan\u0131nda \u00fclkenin ademi merkeziyet\u00e7i idari yap\u0131s\u0131 i\u00e7inde yerel y\u00f6netimler aras\u0131 rekabet, \u00f6te yandan \u00fclkenin geli\u015fmi\u015f elektrik-elektronik sanayisi ekosistemi \u00f6nemli bir rol oynad\u0131. Bug\u00fcn g\u00fcne\u015f enerjisini elektri\u011fe d\u00f6n\u00fc\u015ft\u00fcren mod\u00fcllerin d\u00fcnyadaki \u00fcretiminin y\u00fczde 80 kadarl\u0131k b\u00f6l\u00fcm\u00fcn\u00fc \u00c7inli \u015firketler ger\u00e7ekle\u015ftiriyor. Bu alanda d\u00fcnyan\u0131n en b\u00fcy\u00fck 10 \u015firketinin yedisi \u00c7inli, biri \u00c7inli bir giri\u015fimci taraf\u0131ndan Kanada\u2019da kurulmu\u015f ama \u00fcretimini \u00c7in\u2019de ger\u00e7ekle\u015ftiriyor.\u00a0<\/span><\/p>

\u00a0<\/span><\/p>

ELEKTR\u0130KL\u0130 ARA\u00c7LARDA L\u0130DER<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

Hem k\u00fcresel \u0131s\u0131nma hem de \u00fclke ekonomileri a\u00e7\u0131s\u0131ndan b\u00fcy\u00fck \u00f6nem ta\u015f\u0131yan elektrikli ara\u00e7 sekt\u00f6r\u00fcnde de \u00c7in lider konuma gelmi\u015f bulunuyor. D\u00fcnya elektrikli otomobil sat\u0131\u015flar\u0131n\u0131n y\u00fczde 60\u2019l\u0131k b\u00f6l\u00fcm\u00fc \u00c7in\u2019de ger\u00e7ekle\u015fiyor ve bu ara\u00e7lar\u0131n \u00e7ok b\u00fcy\u00fck b\u00f6l\u00fcm\u00fc \u00c7inli \u015firketlerin tasar\u0131m ve \u00fcretimi. Bu y\u0131l\u0131n ilk yar\u0131s\u0131nda \u00c7in\u2019in BYD \u015firketi Tesla\u2019y\u0131 ge\u00e7erek d\u00fcnyan\u0131n en fazla elektrikli otomobil satan \u015firketi konumuna geldi. \u015eirketin ad\u0131 \u0130ngilizce Build Your Dreams-R\u00fcyalar\u0131n\u0131 \u0130n\u015fa Et s\u00f6zc\u00fcklerinin ba\u015f harflerinden olu\u015fuyor. Bu, ger\u00e7ekten de on y\u0131llard\u0131r \u00e7abalay\u0131p otomobil sekt\u00f6r\u00fcnde varl\u0131k g\u00f6steremeyen \u00c7in\u2019in r\u00fcyalar\u0131n\u0131n ger\u00e7ekle\u015fmesi demek oluyor. \u00c7in, bu y\u0131l\u0131n ilk 6 ayl\u0131k verilerine g\u00f6re d\u00fcnya otomobil ihracat\u0131nda da Almanya ve Japonya\u2019y\u0131 geride b\u0131rakarak birinci s\u0131raya ge\u00e7mi\u015f bulunuyor. Geli\u015fmi\u015f \u00fclke \u00fcreticileri uzun y\u0131llard\u0131r, y\u00fcksek g\u00fcmr\u00fck vergilerine kar\u015f\u0131n ihracat ve daha \u00e7ok \u00fclke i\u00e7inde \u00fcretip sat\u0131\u015f yapmak yoluyla \u00c7in\u2019de b\u00fcy\u00fck k\u00e2rlar elde ediyordu. Durum art\u0131k tersine d\u00f6n\u00fcyor.<\/span><\/p>

\u00a0<\/span><\/p>

\u00c7\u0130NL\u0130 \u015e\u0130RKETLERE MAHKUM<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

Bat\u0131l\u0131 \u00fclke y\u00f6netimleri kendi sanayilerine koruma ve b\u00fcy\u00fck \u00e7apl\u0131 destekler sa\u011flayarak i\u015fte bu durumu de\u011fi\u015ftirmeyi hedefliyorlar.\u00a0<\/span><\/p>

\u00a0<\/span><\/p>

Ancak gelin g\u00f6r\u00fcn ki, sanayilerini desteklemek i\u00e7in harcad\u0131klar\u0131 kaynaklar\u0131n \u00f6nemli bir b\u00f6l\u00fcm\u00fcn\u00fcn \u00c7inli \u015firketlere akmas\u0131 ka\u00e7\u0131n\u0131lmaz g\u00f6r\u00fcn\u00fcyor. \u00c7inli \u015firketler g\u00fcne\u015f enerjisi mod\u00fcllerinin y\u00fczde 80\u2019ini \u00fcretmekle kalm\u0131yor, d\u00fcnyada bu mod\u00fcllerin \u00fcretiminde kullan\u0131lan bile\u015fenlerin de y\u00fczde 80 ve \u00fcst\u00fcnde b\u00f6l\u00fcm\u00fcn\u00fc \u00fcretiyorlar. Elektrikli otomobillerin en can al\u0131c\u0131 ve maliyetli bile\u015feni olan ak\u00fclerin \u00fcretiminin de y\u00fczde 80 dolay\u0131nda b\u00f6l\u00fcm\u00fc \u00c7inli \u015firketlerce ger\u00e7ekle\u015ftiriliyor. Ak\u00fclerin \u00fcretiminde kullan\u0131lan bile\u015fenlerin de \u00e7o\u011funun kimisi y\u00fczde y\u00fcze varan b\u00fcy\u00fck b\u00f6l\u00fcmleri \u00c7inli \u015firketler taraf\u0131ndan \u00fcretiliyor.<\/span><\/p>

\u00a0<\/span><\/p>

Bu durumda \u00c7inli \u00fcreticileri d\u0131\u015flamak i\u00e7in onlar\u0131n sahip olduklar\u0131 teknolojileri yeniden geli\u015ftirip, yeni \u00fcretim tesisleri kurmak gerekir.\u00a0<\/span><\/p>

\u00a0<\/span><\/p>

Bu da y\u0131llar al\u0131r, o zamana kadar \u00c7inli \u015firketler al\u0131p ba\u015flar\u0131n\u0131 giderler. Bu ger\u00e7ekle\u015febilse bile maliyetleri daha y\u00fcksek olaca\u011f\u0131ndan \u00c7inli \u015firketlerle rekabet edilemez. Yani bat\u0131 daha uzun y\u0131llar \u00c7inli \u015firketlere mahkum g\u00f6r\u00fcn\u00fcyor. \u00dclke y\u00f6netimlerinin harcad\u0131klar\u0131 kaynaklar\u0131n kendi \u015firketlerine mi, \u00c7inli \u015firketlere mi daha \u00e7ok yarayaca\u011f\u0131n\u0131 zaman i\u00e7inde g\u00f6rece\u011fiz.<\/span><\/p>","slug":"temiz-enerji-yarisinda-batinin-ikilemi","tags":null,"meta_title":null,"meta_description":null,"meta_keywords":null,"news_cover_min":"\/front\/uploads\/blog\/thumbnail\/1694379600rt61SAByAV9hVJv.webp","news_cover":null,"news_video_min":null,"news_video":null,"view_count":1470,"cropped_1200x675":null,"user":{"id":2,"name":"FAT\u0130H","surname":"OKTAY","email":"ozansoy.tuna@akay.com","slug":"fatih-oktay","avatar":"\/front\/uploads\/avatar\/1733691600qSRn7kb3ZZVHU3t.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-09-15T09:39:41.000000Z","updated_at":"2024-12-18T14:51:22.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":43427,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":43301,"locale":"tr","category_id":73,"title":"Temiz enerji yar\u0131\u015f\u0131nda bat\u0131n\u0131n ikilemi","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":"FAT\u0130H OKTAY","content":"

<\/span><\/strong>\u00a0<\/span><\/strong><\/p>


<\/span><\/strong><\/p>

fatih@fatihoktay.com<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

D\u00fcnyada k\u00fcresel \u0131s\u0131nma ile ili\u015fkilendirilen a\u015f\u0131r\u0131 iklim olaylar\u0131, orman yang\u0131n\u0131 salg\u0131nlar\u0131n\u0131n s\u0131kla\u015farak s\u00fcrd\u00fc\u011f\u00fc \u015fu g\u00fcnlerde hay\u0131rl\u0131 bir geli\u015fme olarak bir temiz enerji yar\u0131\u015f\u0131 da y\u00fcr\u00fcyor.\u00a0<\/span><\/p>

\u00a0<\/span><\/p>

ABD\u2019de garip isimli Enflasyonu D\u00fc\u015f\u00fcrme Yasas\u0131 ile y\u00f6netim temiz enerji sekt\u00f6r\u00fcne b\u00fcy\u00fck boyutlu devlet destekleri sa\u011flamaya ba\u015flad\u0131. AB\u2019de de benzer politikalar uygulamaya konuluyor. Bu politikalar\u0131n bir hedefi, fosil yak\u0131ta dayal\u0131 enerji yerine temiz enerji \u00fcretim ve t\u00fcketimini koyup karbon sal\u0131mlar\u0131n\u0131 azaltarak k\u00fcresel \u0131s\u0131nmay\u0131 yava\u015flatmak. Di\u011fer, belki de daha \u00f6nemli hedef ise temiz enerji teknolojisi ve \u00fcretiminde lider konumuna gelmi\u015f bulunan \u00c7in\u2019i yakalamak ve ge\u00e7mek.<\/span><\/p>

\u00a0<\/span><\/p>

Daha \u00f6nceki yaz\u0131larda de\u011findi\u011fimiz gibi \u00c7in, 2000\u2019lerin ortalar\u0131nda temiz enerji sekt\u00f6r\u00fcnde hi\u00e7bir varl\u0131k sahibi de\u011filken, 10 y\u0131l gibi bir s\u00fcre i\u00e7inde liderli\u011fe y\u00fckseldi. Bunda devletin ak\u0131lc\u0131 politikalarla sa\u011flad\u0131\u011f\u0131 b\u00fcy\u00fck \u00e7apl\u0131, geni\u015f kapsaml\u0131 destek yan\u0131nda \u00fclkenin ademi merkeziyet\u00e7i idari yap\u0131s\u0131 i\u00e7inde yerel y\u00f6netimler aras\u0131 rekabet, \u00f6te yandan \u00fclkenin geli\u015fmi\u015f elektrik-elektronik sanayisi ekosistemi \u00f6nemli bir rol oynad\u0131. Bug\u00fcn g\u00fcne\u015f enerjisini elektri\u011fe d\u00f6n\u00fc\u015ft\u00fcren mod\u00fcllerin d\u00fcnyadaki \u00fcretiminin y\u00fczde 80 kadarl\u0131k b\u00f6l\u00fcm\u00fcn\u00fc \u00c7inli \u015firketler ger\u00e7ekle\u015ftiriyor. Bu alanda d\u00fcnyan\u0131n en b\u00fcy\u00fck 10 \u015firketinin yedisi \u00c7inli, biri \u00c7inli bir giri\u015fimci taraf\u0131ndan Kanada\u2019da kurulmu\u015f ama \u00fcretimini \u00c7in\u2019de ger\u00e7ekle\u015ftiriyor.\u00a0<\/span><\/p>

\u00a0<\/span><\/p>

ELEKTR\u0130KL\u0130 ARA\u00c7LARDA L\u0130DER<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

Hem k\u00fcresel \u0131s\u0131nma hem de \u00fclke ekonomileri a\u00e7\u0131s\u0131ndan b\u00fcy\u00fck \u00f6nem ta\u015f\u0131yan elektrikli ara\u00e7 sekt\u00f6r\u00fcnde de \u00c7in lider konuma gelmi\u015f bulunuyor. D\u00fcnya elektrikli otomobil sat\u0131\u015flar\u0131n\u0131n y\u00fczde 60\u2019l\u0131k b\u00f6l\u00fcm\u00fc \u00c7in\u2019de ger\u00e7ekle\u015fiyor ve bu ara\u00e7lar\u0131n \u00e7ok b\u00fcy\u00fck b\u00f6l\u00fcm\u00fc \u00c7inli \u015firketlerin tasar\u0131m ve \u00fcretimi. Bu y\u0131l\u0131n ilk yar\u0131s\u0131nda \u00c7in\u2019in BYD \u015firketi Tesla\u2019y\u0131 ge\u00e7erek d\u00fcnyan\u0131n en fazla elektrikli otomobil satan \u015firketi konumuna geldi. \u015eirketin ad\u0131 \u0130ngilizce Build Your Dreams-R\u00fcyalar\u0131n\u0131 \u0130n\u015fa Et s\u00f6zc\u00fcklerinin ba\u015f harflerinden olu\u015fuyor. Bu, ger\u00e7ekten de on y\u0131llard\u0131r \u00e7abalay\u0131p otomobil sekt\u00f6r\u00fcnde varl\u0131k g\u00f6steremeyen \u00c7in\u2019in r\u00fcyalar\u0131n\u0131n ger\u00e7ekle\u015fmesi demek oluyor. \u00c7in, bu y\u0131l\u0131n ilk 6 ayl\u0131k verilerine g\u00f6re d\u00fcnya otomobil ihracat\u0131nda da Almanya ve Japonya\u2019y\u0131 geride b\u0131rakarak birinci s\u0131raya ge\u00e7mi\u015f bulunuyor. Geli\u015fmi\u015f \u00fclke \u00fcreticileri uzun y\u0131llard\u0131r, y\u00fcksek g\u00fcmr\u00fck vergilerine kar\u015f\u0131n ihracat ve daha \u00e7ok \u00fclke i\u00e7inde \u00fcretip sat\u0131\u015f yapmak yoluyla \u00c7in\u2019de b\u00fcy\u00fck k\u00e2rlar elde ediyordu. Durum art\u0131k tersine d\u00f6n\u00fcyor.<\/span><\/p>

\u00a0<\/span><\/p>

\u00c7\u0130NL\u0130 \u015e\u0130RKETLERE MAHKUM<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

Bat\u0131l\u0131 \u00fclke y\u00f6netimleri kendi sanayilerine koruma ve b\u00fcy\u00fck \u00e7apl\u0131 destekler sa\u011flayarak i\u015fte bu durumu de\u011fi\u015ftirmeyi hedefliyorlar.\u00a0<\/span><\/p>

\u00a0<\/span><\/p>

Ancak gelin g\u00f6r\u00fcn ki, sanayilerini desteklemek i\u00e7in harcad\u0131klar\u0131 kaynaklar\u0131n \u00f6nemli bir b\u00f6l\u00fcm\u00fcn\u00fcn \u00c7inli \u015firketlere akmas\u0131 ka\u00e7\u0131n\u0131lmaz g\u00f6r\u00fcn\u00fcyor. \u00c7inli \u015firketler g\u00fcne\u015f enerjisi mod\u00fcllerinin y\u00fczde 80\u2019ini \u00fcretmekle kalm\u0131yor, d\u00fcnyada bu mod\u00fcllerin \u00fcretiminde kullan\u0131lan bile\u015fenlerin de y\u00fczde 80 ve \u00fcst\u00fcnde b\u00f6l\u00fcm\u00fcn\u00fc \u00fcretiyorlar. Elektrikli otomobillerin en can al\u0131c\u0131 ve maliyetli bile\u015feni olan ak\u00fclerin \u00fcretiminin de y\u00fczde 80 dolay\u0131nda b\u00f6l\u00fcm\u00fc \u00c7inli \u015firketlerce ger\u00e7ekle\u015ftiriliyor. Ak\u00fclerin \u00fcretiminde kullan\u0131lan bile\u015fenlerin de \u00e7o\u011funun kimisi y\u00fczde y\u00fcze varan b\u00fcy\u00fck b\u00f6l\u00fcmleri \u00c7inli \u015firketler taraf\u0131ndan \u00fcretiliyor.<\/span><\/p>

\u00a0<\/span><\/p>

Bu durumda \u00c7inli \u00fcreticileri d\u0131\u015flamak i\u00e7in onlar\u0131n sahip olduklar\u0131 teknolojileri yeniden geli\u015ftirip, yeni \u00fcretim tesisleri kurmak gerekir.\u00a0<\/span><\/p>

\u00a0<\/span><\/p>

Bu da y\u0131llar al\u0131r, o zamana kadar \u00c7inli \u015firketler al\u0131p ba\u015flar\u0131n\u0131 giderler. Bu ger\u00e7ekle\u015febilse bile maliyetleri daha y\u00fcksek olaca\u011f\u0131ndan \u00c7inli \u015firketlerle rekabet edilemez. Yani bat\u0131 daha uzun y\u0131llar \u00c7inli \u015firketlere mahkum g\u00f6r\u00fcn\u00fcyor. \u00dclke y\u00f6netimlerinin harcad\u0131klar\u0131 kaynaklar\u0131n kendi \u015firketlerine mi, \u00c7inli \u015firketlere mi daha \u00e7ok yarayaca\u011f\u0131n\u0131 zaman i\u00e7inde g\u00f6rece\u011fiz.<\/span><\/p>","slug":"temiz-enerji-yarisinda-batinin-ikilemi","orjinalimage":"\/front\/uploads\/blog\/thumbnail\/1694379600rt61SAByAV9hVJv.webp","news_cover_min":"\/front\/uploads\/blog\/thumbnail\/1694379600rt61SAByAV9hVJv.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":1470,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}