{"id":30118,"date":"2026-03-11T21:01:36","date_gmt":"2026-03-11T21:01:36","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/abd-eia-mart-basinda-ham-petrol-stoklari-3824-milyon-varil-artti-11-milyon-varillik-beklenti-asildi\/"},"modified":"2026-03-11T21:01:36","modified_gmt":"2026-03-11T21:01:36","slug":"abd-eia-mart-basinda-ham-petrol-stoklari-3824-milyon-varil-artti-11-milyon-varillik-beklenti-asildi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/abd-eia-mart-basinda-ham-petrol-stoklari-3824-milyon-varil-artti-11-milyon-varillik-beklenti-asildi\/","title":{"rendered":"ABD EIA: Mart ba\u015f\u0131nda ham petrol stoklar\u0131 3,824 milyon varil artt\u0131; 1,1 milyon varillik beklenti a\u015f\u0131ld\u0131"},"content":{"rendered":"ABD Enerji Enformasyon \u0130daresi\u2019nin (EIA) 6 Mart verileri ham petrol stoklar\u0131nda art\u0131\u015f g\u00f6sterdi. Art\u0131\u015f, 1,1 milyon varillik beklentinin \u00fczerindeydi.\n\nGer\u00e7ek art\u0131\u015f 3,824 milyon varil oldu. Bu rakam, beklentinin 2,724 milyon varil \u00fczerinde ger\u00e7ekle\u015fti.\n\n

Stok S\u00fcrprizi ve Fiyat \u00dczerindeki Bask\u0131<\/h3>\nHam petrol stoklar\u0131n\u0131n 3,824 milyon varil artmas\u0131, 1,1 milyon varillik tahmine g\u00f6re belirgin \u015fekilde y\u00fcksek. Bu durum, k\u0131sa vadede petrol fiyatlar\u0131 i\u00e7in olumsuz (fiyat d\u00fc\u015f\u00fc\u015f\u00fc y\u00f6n\u00fcnde) bir tabloya i\u015faret ediyor. Bu art\u0131\u015f\u0131n, en yak\u0131n vadeli (front-month: vadesi en yak\u0131n) WTI ve Brent vadeli i\u015flem s\u00f6zle\u015fmeleri (futures: ileri tarihte belirli fiyattan al\u0131m-sat\u0131m anla\u015fmas\u0131) \u00fczerinde do\u011frudan a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yaratmas\u0131n\u0131 bekliyoruz. Bu s\u00fcrpriz art\u0131\u015f, talebin zay\u0131flad\u0131\u011f\u0131n\u0131 ya da arz\u0131n (piyasaya gelen miktar\u0131n) g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor.\n\nDaha yak\u0131ndan bak\u0131nca, bu stok art\u0131\u015f\u0131 takip etti\u011fimiz di\u011fer verilerle de uyumlu. ABD ham petrol \u00fcretimi g\u00fcnl\u00fck yakla\u015f\u0131k 13,2 milyon varil ile rekor seviyelere yak\u0131n seyrini koruyor. Rafineri kullan\u0131m oran\u0131 ise yakla\u015f\u0131k %86 d\u00fczeyinde. Rafineri kullan\u0131m oran\u0131, rafinerilerin kapasitesinin ne kadar\u0131n\u0131n \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 g\u00f6sterir. \u0130lkbahar bak\u0131m d\u00f6nemi nedeniyle (tesislerin ge\u00e7ici olarak yava\u015flat\u0131lmas\u0131\/kapasite d\u00fc\u015f\u00fcrmesi) bu oran\u0131n daha d\u00fc\u015f\u00fck kalmas\u0131 normal. Y\u00fcksek \u00fcretim ve daha d\u00fc\u015f\u00fck i\u015fleme kapasitesi birle\u015fince, do\u011fal olarak daha fazla petrol depolara giriyor.\n\nTalep taraf\u0131nda da g\u00f6r\u00fcn\u00fcm zay\u0131fl\u0131yor. Son veriler, \u201cbenzin arz\u0131\u201dn\u0131n (gasoline supplied: piyasaya verilen benzin miktar\u0131; talep i\u00e7in yayg\u0131n kullan\u0131lan bir g\u00f6sterge) 2025 Mart ay\u0131n\u0131n ayn\u0131 d\u00f6nemine g\u00f6re yakla\u015f\u0131k %2 daha d\u00fc\u015f\u00fck seyretti\u011fini g\u00f6steriyor. Bu, ekonomide yava\u015flama ya da t\u00fcketici al\u0131\u015fkanl\u0131klar\u0131ndaki de\u011fi\u015fim nedeniyle t\u00fcketimin zay\u0131flad\u0131\u011f\u0131na i\u015faret edebilir.\n\nT\u00fcrev \u00fcr\u00fcnlerle i\u015flem yapan yat\u0131r\u0131mc\u0131lar i\u00e7in (derivative: de\u011feri ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 finansal \u00fcr\u00fcn), bu ortam fiyat\u0131n d\u00fc\u015fmesinden ya da yatay kalmas\u0131ndan fayda sa\u011flayan stratejileri \u00f6ne \u00e7\u0131kar\u0131r. May\u0131s veya Haziran vadelerinde \u201cout-of-the-money\u201d (zararda: mevcut fiyata g\u00f6re hemen kazan\u00e7 sa\u011flamayan) al\u0131m opsiyonu (call) spread\u2019lerinin sat\u0131lmas\u0131, prim geliri toplarken riski s\u0131n\u0131rland\u0131rman\u0131n bir yolu olabilir. Spread, ayn\u0131 \u00fcr\u00fcnde farkl\u0131 kullan\u0131m fiyatl\u0131 opsiyonlar\u0131n birlikte al\u0131m-sat\u0131m\u0131yla riskin k\u0131smen dengelenmesidir. Ayr\u0131ca arz fazlas\u0131, piyasada \u201ccontango\u201dyu g\u00fc\u00e7lendirebilir. Contango, ileri vadeli fiyatlar\u0131n yak\u0131n vadeliden daha y\u00fcksek olmas\u0131d\u0131r. Bu ortamda \u201ctakvim spread\u2019i\u201d (calendar spread: yak\u0131n vade sat\u0131p daha ileri vadeyi almak) i\u015flemleri daha cazip hale gelebilir.\n\nBu tablo, 2025\u2019in sonuna do\u011fru artmaya ba\u015flayan talep endi\u015felerini do\u011fruluyor. \u00d6nceki y\u0131llarda oynakl\u0131\u011f\u0131n (volatility: fiyatlar\u0131n h\u0131zl\u0131 ve geni\u015f aral\u0131kta dalgalanmas\u0131) \u00f6nemli k\u0131sm\u0131 jeopolitik arz risklerinden kaynaklan\u0131yordu. Ancak anlat\u0131 art\u0131k de\u011fi\u015fiyor. \u00d6n\u00fcm\u00fczdeki haftalarda piyasan\u0131n oda\u011f\u0131, arz fazlas\u0131 g\u00f6r\u00fcnt\u00fcs\u00fcnde olacak.\n\n

Yak\u0131n Vadede Piyasan\u0131n Oda\u011f\u0131<\/h3>\n

\n\n

Hemen i\u015flem yapmaya ba\u015flay\u0131n – Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":"

Petrolde stok \u015foku: EIA\u2019ya g\u00f6re ham petrol stoklar\u0131 3,824 milyon varil artt\u0131; 1,1 milyon beklentiyi a\u015ft\u0131. Rekor \u00fcretim, d\u00fc\u015f\u00fck rafineri kullan\u0131m\u0131 ve zay\u0131flayan benzin talebi WTI-Brent\u2019te a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131y\u0131 art\u0131r\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-30118","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30118","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=30118"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30118\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30118"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30118"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30118"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}