Elektrik Tuketimi ve Sanayi Uretimi Iliskisinin Son Donem Seyri

Yavuz Selim Sahin

CBT Research Notes in Economics from Research and Monetary Policy Department, Central Bank of the Republic of Turkey

Abstract: [TR] Bu calismada, 2017-2024 donemi icin sanayi uretimi ile elektrik tuketimi arasindaki iliski incelenmekte ve iki seri arasinda son donemde gozlenen ayrisma ortaya koyulmaktadir. Sanayi uretimi ile elektrik tuketimi iliskisini toplam elektrik tuketimi verisini kullanarak inceleyen onceki calismalarin aksine, bu calismada, soz konusu iliski, sanayi sektorunun elektrik tuketimi kullanilarak da incelenmektedir. Bu dogrultuda, sanayinin elektrik tuketiminin toplam elektrik tuketimine kiyasla sanayi uretimiyle korelasyonunun daha yuksek oldugu gosterilmektedir. Sanayi uretimi ile elektrik gostergeleri arasindaki ayrismanin nedenlerine iliskin olarak ise, 2021 yili sonrasi artan elektrik maliyetleriyle birlikte sanayi kuruluslarinin kendi tesislerinde elektrik uretimini artirmasi, ancak bunun toplam rakamlar icinde raporlanmamasi nedeniyle elektrik tuketimi verilerinin gecmis doneme kiyasla daha zayif bir gorunume isaret ediyor olabilecegi degerlendirilmektedir. [EN] In this study, the relationship between industrial production and electricity consumption for the period 2017-2024 is examined, and the recently observed divergence between the two series is revealed. Unlike previous studies that examined the relationship between industrial production and electricity consumption using total electricity consumption data, this study examines the relationship also using the electricity consumption of the industrial sector. Accordingly, it is shown that the correlation between industrial electricity consumption and industrial production is higher compared to total electricity consumption. Regarding the reasons for the divergence between industrial production and electricity indicators, it is evaluated that the electricity consumption data may indicate a weaker outlook compared to the previous period due to the fact that industrial enterprises increased electricity production in their own facilities with the increasing electricity costs after 2021, yet this was not reported in the total figures.

Date: 2025
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