D\u00fcnya genelindeki haneler, Orta Do\u011fu’daki gerilimlerin ve \u0130ran’daki geli\u015fmelerin maliyetlerini hesaplarken, baz\u0131 \u015firketler bunun yerine rekor karlar elde etti. \u00c7at\u0131\u015fman\u0131n yaratt\u0131\u011f\u0131 belirsizlik ve H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki nakliyat\u0131n aksamas\u0131, ya\u015fam maliyetini art\u0131r\u0131yor ve \u015firketlerin, ailelerin ve h\u00fck\u00fcmetlerin b\u00fct\u00e7elerini zorluyor.<\/p>\n
Ancak baz\u0131lar\u0131 u\u00e7urumun e\u015fi\u011fine gelirken, temel i\u015fleri sava\u015f zaman\u0131nda daha karl\u0131 olan veya de\u011fi\u015fken enerji fiyatlar\u0131ndan faydalanan di\u011ferleri rekor kazan\u00e7lar elde etti. Orta Do\u011fu’daki \u00e7at\u0131\u015fma devam ederken milyarlarca dolar kazanan sekt\u00f6rler ve \u015firketlerden baz\u0131lar\u0131 \u015funlard\u0131r:<\/p>\n
Sava\u015f\u0131n \u015fimdiye kadarki en b\u00fcy\u00fck ekonomik etkisi enerji fiyatlar\u0131ndaki art\u0131\u015f oldu. D\u00fcnya petrol ve gaz\u0131n\u0131n yakla\u015f\u0131k be\u015fte biri H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden ta\u015f\u0131n\u0131rken, bu sevkiyatlar \u015eubat ay\u0131 sonunda fiilen durma noktas\u0131na geldi. Bunun sonucunda enerji piyasalar\u0131nda fiyat hareketlerinde bir dalgalanma ya\u015fand\u0131 ve d\u00fcnyan\u0131n en b\u00fcy\u00fck petrol ve gaz \u015firketlerinden baz\u0131lar\u0131 bundan faydaland\u0131.<\/p>\n
Ba\u015fl\u0131ca faydalan\u0131c\u0131lar, ticaret kollar\u0131 sayesinde keskin fiyat hareketlerinden kar elde edebilen Avrupal\u0131 petrol devleri oldu. BP<\/b>‘nin karlar\u0131, ticaret b\u00f6l\u00fcm\u00fcndeki “ola\u011fan\u00fcst\u00fc” performans olarak adland\u0131rd\u0131\u011f\u0131 durumun ard\u0131ndan y\u0131l\u0131n ilk \u00fc\u00e7 ay\u0131nda iki kattan fazla artarak 3,2 milyar dolar<\/b>a (2,4 milyar sterlin) ula\u015ft\u0131. Shell<\/b> de ilk \u00e7eyrek kar\u0131n\u0131n 6,92 milyar dolar<\/b>a y\u00fckseldi\u011fini bildirerek analist beklentilerini a\u015ft\u0131. Bir di\u011fer uluslararas\u0131 dev olan TotalEnergies<\/b>, petrol ve enerji piyasalar\u0131ndaki dalgalanman\u0131n etkisiyle 2026’n\u0131n ilk \u00e7eyre\u011finde karlar\u0131n\u0131n neredeyse \u00fc\u00e7te bir oran\u0131nda artarak 5,4 milyar dolar<\/b>a y\u00fckseldi\u011fini g\u00f6rd\u00fc.<\/p>\n
ABD devleri ExxonMobil<\/b> ve Chevron<\/b>, Orta Do\u011fu’daki tedarik kesintisi nedeniyle ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re kazan\u00e7lar\u0131nda d\u00fc\u015f\u00fc\u015f ya\u015fasa da, her ikisi de analist tahminlerini a\u015ft\u0131 ve y\u0131l ilerledik\u00e7e karlar\u0131n\u0131n daha da artmas\u0131n\u0131 bekliyor; zira petrol fiyat\u0131 sava\u015f ba\u015flad\u0131\u011f\u0131ndan bu yana hala \u00f6nemli \u00f6l\u00e7\u00fcde y\u00fcksek seyrediyor.<\/p>\n2. B\u00fcy\u00fck Bankalar<\/h3>\n
\u0130ran’daki sava\u015f s\u0131ras\u0131nda baz\u0131 b\u00fcy\u00fck bankalar\u0131n da karlar\u0131 artt\u0131. JP Morgan<\/b>‘\u0131n ticaret kolu, 2026’n\u0131n ilk \u00fc\u00e7 ay\u0131nda rekor 11,6 milyar dolar<\/b> gelir elde ederek bankan\u0131n genel olarak t\u00fcm zamanlar\u0131n en b\u00fcy\u00fck ikinci \u00e7eyrek kar\u0131na ula\u015fmas\u0131na yard\u0131mc\u0131 oldu. “B\u00fcy\u00fck Alt\u0131” bankan\u0131n geri kalan\u0131nda \u2013 Bank of America, Morgan Stanley, Citigroup, Goldman Sachs<\/b> ve Wells Fargo<\/b>‘nun yan\u0131 s\u0131ra JP Morgan da dahil olmak \u00fczere \u2013 y\u0131l\u0131n ilk \u00e7eyre\u011finde karlar \u00f6nemli \u00f6l\u00e7\u00fcde artt\u0131. Genel olarak, bankalar 2026’n\u0131n ilk \u00fc\u00e7 ay\u0131nda 47,7 milyar dolar<\/b> kar bildirdi.<\/p>\n
Wealth Club ba\u015f yat\u0131r\u0131m stratejisti Susannah Streeter, “Yo\u011fun i\u015flem hacimleri, \u00f6zellikle Morgan Stanley<\/b> ve Goldman Sachs<\/b> olmak \u00fczere yat\u0131r\u0131m bankalar\u0131na fayda sa\u011flad\u0131” dedi. B\u00fcy\u00fck Wall Street bor\u00e7 verenleri, yat\u0131r\u0131mc\u0131lar\u0131n daha riskli hisse senetleri ve tahvilleri b\u0131rak\u0131p paralar\u0131n\u0131 daha g\u00fcvenli g\u00f6r\u00fclen varl\u0131klara yat\u0131rmak i\u00e7in acele etmesiyle i\u015flem talebindeki art\u0131\u015ftan faydaland\u0131. \u0130\u015flem hacimleri, finans piyasalar\u0131ndaki dalgalanmadan faydalanmak isteyen yat\u0131r\u0131mc\u0131lar taraf\u0131ndan da art\u0131r\u0131ld\u0131.<\/p>\n
Streeter ekledi: “Sava\u015f\u0131n neden oldu\u011fu dalgalanma, baz\u0131 yat\u0131r\u0131mc\u0131lar\u0131n gerilimin t\u0131rmanmas\u0131 korkusuyla hisse senedi satmas\u0131, di\u011ferlerinin ise d\u00fc\u015f\u00fc\u015f\u00fc sat\u0131n almas\u0131yla i\u015flem hacminde bir art\u0131\u015fa yol a\u00e7arak bir toparlanma rallisini k\u00f6r\u00fckledi.”<\/p>\n
RSM UK k\u0131demli analisti Emily Sawicz’e g\u00f6re, herhangi bir \u00e7at\u0131\u015fman\u0131n en do\u011frudan faydalan\u0131c\u0131lar\u0131ndan biri savunma sekt\u00f6r\u00fcd\u00fcr. BBC’ye verdi\u011fi deme\u00e7te, “\u00c7at\u0131\u015fma, hava savunma kabiliyetindeki bo\u015fluklar\u0131 peki\u015ftirerek Avrupa ve ABD genelinde f\u00fcze savunmas\u0131, insans\u0131z hava arac\u0131 kar\u015f\u0131t\u0131 sistemler ve askeri donan\u0131ma yap\u0131lan yat\u0131r\u0131mlar\u0131 h\u0131zland\u0131rd\u0131” dedi.<\/p>\n
Savunma firmalar\u0131n\u0131n \u00f6nemini vurgulaman\u0131n yan\u0131 s\u0131ra, sava\u015f h\u00fck\u00fcmetlerin silah stoklar\u0131n\u0131 yenileme ihtiyac\u0131n\u0131 da do\u011furarak talebi art\u0131r\u0131yor. F35<\/b> sava\u015f u\u00e7a\u011f\u0131 bile\u015fenleri de dahil olmak \u00fczere \u00fcr\u00fcnler \u00fcreten BAE Systems<\/b>, Per\u015fembe g\u00fcn\u00fc yapt\u0131\u011f\u0131 bir ticaret g\u00fcncellemesinde bu y\u0131l sat\u0131\u015f ve karlar\u0131nda g\u00fc\u00e7l\u00fc bir b\u00fcy\u00fcme bekledi\u011fini belirtti. \u015eirket, d\u00fcnya genelindeki artan “g\u00fcvenlik tehditlerinin” h\u00fck\u00fcmetlerin savunma harcamalar\u0131n\u0131 art\u0131rmas\u0131n\u0131 ve bunun da \u015firket i\u00e7in “destekleyici bir zemin” olu\u015fturdu\u011funu belirtti.<\/p>\n
D\u00fcnyan\u0131n en b\u00fcy\u00fck savunma m\u00fcteahhitlerinden \u00fc\u00e7\u00fc olan Lockheed Martin, Boeing<\/b> ve Northrop Grumman<\/b>, 2026’n\u0131n ilk \u00e7eyre\u011fi sonunda rekor sipari\u015f birikimlerine sahip olduklar\u0131n\u0131 bildirdi. Ancak son y\u0131llarda keskin bir \u015fekilde y\u00fckselen savunma firmalar\u0131n\u0131n hisseleri, sekt\u00f6r\u00fcn a\u015f\u0131r\u0131 de\u011ferli oldu\u011fu korkular\u0131 aras\u0131nda Mart ortas\u0131ndan bu yana geriledi.<\/p>\n4. Yenilenebilir Enerji<\/h3>\n
Streeter, \u00e7at\u0131\u015fman\u0131n fosil yak\u0131tlara ba\u011f\u0131ml\u0131l\u0131ktan uzakla\u015fma ihtiyac\u0131n\u0131 da vurgulad\u0131\u011f\u0131n\u0131 belirtti. Trump y\u00f6netiminin daha fazla fosil yak\u0131t kullan\u0131m\u0131n\u0131 te\u015fvik eden “kaz, bebek, kaz” slogan\u0131n\u0131 pop\u00fclerle\u015ftirdi\u011fi ABD’de bile bu durumun “yenilenebilir enerji sekt\u00f6r\u00fcne olan ilgiyi s\u00fcper \u015farj etti\u011fini” s\u00f6yledi.<\/p>\n
Streeter, sava\u015f\u0131n yenilenebilir enerji yat\u0131r\u0131mlar\u0131n\u0131n istikrar ve \u015foklara kar\u015f\u0131 diren\u00e7 a\u00e7\u0131s\u0131ndan giderek daha \u00f6nemli g\u00f6r\u00fclmesine yol a\u00e7t\u0131\u011f\u0131n\u0131 belirtti. Faydalanan firmalardan biri, yat\u0131r\u0131mc\u0131lar\u0131n misyonuna ak\u0131n etmesiyle bu y\u0131l hisseleri %17<\/b> artan Florida merkezli NextEra Energy<\/b> oldu. Danimarkal\u0131 r\u00fczgar enerjisi devleri Vestas<\/b> ve Orsted<\/b> de artan karlar bildirdi; bu da \u0130ran’daki sava\u015f\u0131n etkilerinin yenilenebilir enerji firmalar\u0131n\u0131 da nas\u0131l destekledi\u011fini g\u00f6steriyor.<\/p>\n
Birle\u015fik Krall\u0131k’ta Octopus Energy<\/b> k\u0131sa s\u00fcre \u00f6nce BBC’ye, sava\u015f\u0131n g\u00fcne\u015f paneli ve \u0131s\u0131 pompas\u0131 sat\u0131\u015flar\u0131nda “b\u00fcy\u00fck bir sars\u0131nt\u0131ya” neden oldu\u011funu, g\u00fcne\u015f paneli sat\u0131\u015flar\u0131n\u0131n \u015eubat ay\u0131 sonundan bu yana %50<\/b> artt\u0131\u011f\u0131n\u0131 s\u00f6yledi. Benzin fiyatlar\u0131ndaki art\u0131\u015f, elektrikli ara\u00e7lara olan talebi de art\u0131rd\u0131 ve \u00f6zellikle \u00c7inli \u00fcreticiler bu f\u0131rsattan en iyi \u015fekilde yararland\u0131.<\/p>\n
#\u0130ranSava\u015f\u0131 #EkonomikEtki #EnerjiPiyasalar\u0131 #SavunmaSanayii #YenilenebilirEnerji #B\u00fcy\u00fckBankalar #PetrolGaz #H\u00fcrm\u00fczBo\u011faz\u0131 #K\u00fcreselEkonomi #\u015eirketKarlar\u0131<\/p>\n","protected":false},"excerpt":{"rendered":"
D\u00fcnya genelindeki haneler, Orta Do\u011fu’daki gerilimlerin ve \u0130ran’daki geli\u015fmelerin maliyetlerini hesaplarken, baz\u0131 \u015firketler bunun yerine rekor karlar elde etti. \u00c7at\u0131\u015fman\u0131n yaratt\u0131\u011f\u0131 belirsizlik ve H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki nakliyat\u0131n aksamas\u0131, ya\u015fam maliyetini art\u0131r\u0131yor ve \u015firketlerin, ailelerin ve h\u00fck\u00fcmetlerin b\u00fct\u00e7elerini zorluyor. Ancak baz\u0131lar\u0131 u\u00e7urumun e\u015fi\u011fine gelirken, temel i\u015fleri sava\u015f zaman\u0131nda daha karl\u0131 olan veya de\u011fi\u015fken enerji fiyatlar\u0131ndan faydalanan di\u011ferleri […]<\/p>\n","protected":false},"author":1,"featured_media":7665,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[],"class_list":["post-7664","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-iran_haberler"],"_links":{"self":[{"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/posts\/7664","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7664"}],"version-history":[{"count":0,"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/posts\/7664\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/media\/7665"}],"wp:attachment":[{"href":"https:\/\/vanak.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7664"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7664"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7664"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}