{"id":30354,"date":"2026-03-15T04:01:21","date_gmt":"2026-03-15T04:01:21","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/trump-iranla-henuz-anlasma-yok-hark-adasina-yeniden-saldiri-uyarisi-muttefiklere-hurmuz-bogazini-koruma-cagrisi\/"},"modified":"2026-03-15T04:01:21","modified_gmt":"2026-03-15T04:01:21","slug":"trump-iranla-henuz-anlasma-yok-hark-adasina-yeniden-saldiri-uyarisi-muttefiklere-hurmuz-bogazini-koruma-cagrisi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/trump-iranla-henuz-anlasma-yok-hark-adasina-yeniden-saldiri-uyarisi-muttefiklere-hurmuz-bogazini-koruma-cagrisi\/","title":{"rendered":"Trump: \u0130ran\u2019la hen\u00fcz anla\u015fma yok; Hark Adas\u0131\u2019na yeniden sald\u0131r\u0131 uyar\u0131s\u0131, m\u00fcttefiklere H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 koruma \u00e7a\u011fr\u0131s\u0131"},"content":{"rendered":"Donald Trump, NBC News\u2019e verdi\u011fi deme\u00e7te, \u015fartlar\u0131n \u201chen\u00fcz yeterince iyi olmad\u0131\u011f\u0131n\u0131\u201d s\u00f6yleyerek \u0130ran\u2019la anla\u015fmaya haz\u0131r olmad\u0131\u011f\u0131n\u0131 belirtti. Trump, ABD\u2019nin Kharg Adas\u0131\u2019na y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131n \u201cadan\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fc tamamen yerle bir etti\u011fini\u201d s\u00f6yledi. ABD\u2019nin \u201cenerji hatlar\u0131n\u0131\u201d hedef almad\u0131\u011f\u0131n\u0131 da ekledi; \u00e7\u00fcnk\u00fc yeniden in\u015fan\u0131n y\u0131llar s\u00fcrece\u011fini ifade etti.\n\nTrump, ABD Donanmas\u0131\u2019n\u0131n gemilere refakat edip etmeyece\u011fini s\u00f6ylemekten ka\u00e7\u0131nd\u0131, ancak H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n \u201c\u00e7ok g\u00fc\u00e7l\u00fc \u015fekilde\u201d taranaca\u011f\u0131n\u0131 s\u00f6yledi. G\u00fczerg\u00e2h\u0131n a\u00e7\u0131k tutulmas\u0131 i\u00e7in di\u011fer \u00fclkelerin de \u00e7abaya kat\u0131laca\u011f\u0131n\u0131, baz\u0131 \u00fclkelerin petrol temininde zorland\u0131\u011f\u0131n\u0131 ifade etti.\n\n

H\u00fcrm\u00fcz Bo\u011faz\u0131 Etraf\u0131nda Belirsizlik<\/h3>\nTrump, \u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na deniz may\u0131n\u0131 d\u00f6\u015feyip d\u00f6\u015femedi\u011finin net olmad\u0131\u011f\u0131n\u0131 s\u00f6yledi. \u0130ran\u2019\u0131n Dini Lideri\u2019nin \u00f6ld\u00fc\u011f\u00fcne dair haberlerin ise s\u00f6ylenti oldu\u011funu belirtti.\n\nTruth Social payla\u015f\u0131mlar\u0131nda ABD\u2019nin \u201c\u0130ran\u2019\u0131n askeri kapasitesinin y\u00fczde 100\u2019\u00fcn\u00fc yok etti\u011fini\u201d ileri s\u00fcrd\u00fc. \u00c7in, Fransa, Japonya, G\u00fcney Kore ve Birle\u015fik Krall\u0131k dahil \u00fclkeleri sava\u015f gemisi g\u00f6ndermeye \u00e7a\u011f\u0131rd\u0131 ve ABD\u2019nin \u201c\u00e7ok b\u00fcy\u00fck\u201d destek verece\u011fini s\u00f6yledi.\n\nReuters, \u00fc\u00e7 kayna\u011fa dayand\u0131rd\u0131\u011f\u0131 haberinde Trump y\u00f6netiminin Orta Do\u011fulu m\u00fcttefiklerin diplomatik g\u00f6r\u00fc\u015fme ba\u015flatma giri\u015fimlerini reddetti\u011fini yazd\u0131. Reuters ayr\u0131ca iki \u00fcst d\u00fczey \u0130ranl\u0131 kayna\u011f\u0131n, ABD ve \u0130srail sald\u0131r\u0131lar\u0131 bitmeden \u0130ran\u2019\u0131n ate\u015fkes g\u00f6r\u00fc\u015fmelerini kabul etmedi\u011fini aktard\u0131\u011f\u0131n\u0131 bildirdi.\n\n\u00d6n\u00fcm\u00fczdeki haftalarda enerji piyasalar\u0131nda \u00e7ok sert dalgalanmalar bekleniyor. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki askeri belirsizlik nedeniyle arz taraf\u0131 riski b\u00fcy\u00fcyor. D\u00fcnya g\u00fcnl\u00fck petrol t\u00fcketiminin yakla\u015f\u0131k be\u015fte biri bu dar ge\u00e7itten ge\u00e7iyor; burada ya\u015fanacak herhangi bir aksama, petrol arz\u0131nda ciddi kesinti riski yarat\u0131r.\n\n

Al\u0131m-Sat\u0131m ve Riskten Korunma (Hedging) Etkileri<\/h3>\nBu tablo, 2025\u2019te BAE\u2019deki petrol tesislerine sald\u0131r\u0131lar sonras\u0131 Brent petrol\u00fcn bir g\u00fcnde yakla\u015f\u0131k 15 dolar s\u0131\u00e7rad\u0131\u011f\u0131 d\u00f6neme benziyor. Tarihte 1980\u2019lerdeki \u201cTanker Sava\u015f\u0131\u201d s\u0131ras\u0131nda, gemilere y\u00f6nelik devaml\u0131 sald\u0131r\u0131lar aylarca sert fiyat hareketlerine yol a\u00e7m\u0131\u015ft\u0131. Her iki taraf\u0131n da ate\u015fkese yana\u015fmamas\u0131, bu krizin \u00f6nceki olaylara g\u00f6re daha uzun s\u00fcrebilece\u011fine i\u015faret ediyor.\n\nYat\u0131r\u0131mc\u0131lar, Brent ve WTI petrol vadeli i\u015flemleri \u00fczerine al\u0131m opsiyonu (call option: fiyat y\u00fckselirse kazand\u0131ran opsiyon) almay\u0131 de\u011ferlendirebilir. Bo\u011faz\u0131n tamamen, hatta ge\u00e7ici s\u00fcreyle kapanmas\u0131 bile fiyatlar\u0131 mevcut seviyelerin \u00e7ok \u00fczerine ta\u015f\u0131yabilir. Brent petrol varil ba\u015f\u0131na 115 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131. Opsiyon piyasas\u0131nda z\u0131mni oynakl\u0131k (implied volatility: opsiyon fiyatlar\u0131n\u0131n i\u015faret etti\u011fi beklenen dalgalanma) \u00e7at\u0131\u015fman\u0131n ba\u015f\u0131ndan beri g\u00f6r\u00fclmeyen seviyelere y\u00fckseliyor. Serseri bir may\u0131n ya da \u0130HA sald\u0131r\u0131s\u0131 gibi ani t\u0131rmanma riski, k\u0131sa pozisyon ta\u015f\u0131may\u0131 (short position: fiyat d\u00fc\u015f\u00fc\u015f\u00fcne oynayan i\u015flem) \u00e7ok tehlikeli hale getiriyor.\n\nSadece fiyat y\u00f6n\u00fc de\u011fil, vadeli i\u015flem e\u011frisi de backwardation\u2019a d\u00f6n\u00fcyor; yani yak\u0131n vadeli teslimat s\u00f6zle\u015fmeleri, daha ileri vadeli s\u00f6zle\u015fmelere g\u00f6re \u00e7ok daha pahal\u0131. Bu, piyasan\u0131n \u201chemen \u015fimdi\u201d ya\u015fanabilecek arz \u015fokundan duydu\u011fu korkuyu yans\u0131t\u0131yor. Ayr\u0131ca Basra K\u00f6rfezi i\u00e7in tanker sigorta primlerinin h\u0131zla y\u00fckseldi\u011fi, baz\u0131 haberlerde 10 kata \u00e7\u0131kt\u0131\u011f\u0131 belirtiliyor; bu da b\u00f6lgeden \u00e7\u0131kan her varile do\u011frudan maliyet ekliyor.\n\nDi\u011fer taraftan, s\u00fcrpriz bir diplomatik g\u00f6r\u00fc\u015fme duyurusu veya h\u0131zl\u0131 bir gerilim d\u00fc\u015f\u00fc\u015f\u00fc fiyatlar\u0131 ayn\u0131 h\u0131zla a\u015fa\u011f\u0131 \u00e7ekebilir. Bu nedenle, \u00e7ok d\u00fc\u015f\u00fck kullan\u0131m fiyatl\u0131 sat\u0131m opsiyonlar\u0131 (far out-of-the-money put option: fiyat ancak \u00e7ok sert d\u00fc\u015ferse de\u011fer kazanan opsiyon) olas\u0131 h\u0131zl\u0131 geri d\u00f6n\u00fc\u015fe kar\u015f\u0131 mant\u0131kl\u0131 bir korunma arac\u0131 olabilir. Ayr\u0131ca y\u00fcksek enerji fiyatlar\u0131n\u0131n s\u00fcrmesi, \u00e7ok yak\u0131t t\u00fcketen ula\u015ft\u0131rma ve sanayi \u015firketlerinin hisseleri \u00fczerinde olumsuz bask\u0131 yaratabilir.\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":"

H\u00fcrm\u00fcz\u2019de gerilim t\u0131rman\u0131yor: Trump, \u0130ran\u2019la anla\u015fmaya \u201chen\u00fcz haz\u0131r de\u011fil\u201d; Kharg\u2019\u0131n vuruldu\u011funu savunuyor. May\u0131n belirsizli\u011fi arz riskini b\u00fcy\u00fct\u00fcrken Brent 115$ \u00fcst\u00fc, oynakl\u0131k ve sigorta primleri patl\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-30354","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\/30354","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=30354"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30354\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30354"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30354"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30354"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}