{"id":30356,"date":"2026-03-15T11:02:43","date_gmt":"2026-03-15T11:02:43","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/guney-kore-ve-japonya-trumpin-hurmuz-guvenligi-talebini-degerlendiriyor-inceleme-sonrasi-karar-oncesinde-abd-ile-yakin-temas-sozu-veriyor\/"},"modified":"2026-03-15T11:02:43","modified_gmt":"2026-03-15T11:02:43","slug":"guney-kore-ve-japonya-trumpin-hurmuz-guvenligi-talebini-degerlendiriyor-inceleme-sonrasi-karar-oncesinde-abd-ile-yakin-temas-sozu-veriyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/guney-kore-ve-japonya-trumpin-hurmuz-guvenligi-talebini-degerlendiriyor-inceleme-sonrasi-karar-oncesinde-abd-ile-yakin-temas-sozu-veriyor\/","title":{"rendered":"G\u00fcney Kore ve Japonya, Trump\u2019\u0131n H\u00fcrm\u00fcz g\u00fcvenli\u011fi talebini de\u011ferlendiriyor; inceleme sonras\u0131 karar \u00f6ncesinde ABD ile yak\u0131n temas s\u00f6z\u00fc veriyor"},"content":{"rendered":"G\u00fcney Kore, pazar g\u00fcn\u00fc devlet ba\u015fkanl\u0131\u011f\u0131 ofisinden yap\u0131lan a\u00e7\u0131klamaya g\u00f6re, konu hakk\u0131nda ABD ile yak\u0131n ileti\u015fim kuraca\u011f\u0131n\u0131 ve kapsaml\u0131 bir de\u011ferlendirmeden sonra karar verece\u011fini bildirdi.\n\nJaponya\u2019da ise Ba\u015fbakan Sanae Takaichi\u2019nin iktidardaki Liberal Demokrat Parti\u2019sinin (LDP) politika sorumlusu Takayuki Kobayashi, NHK\u2019ye yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, mevcut Japon yasalar\u0131 kapsam\u0131nda b\u00f6lgeye Japon donanma gemileri g\u00f6nderilmesi i\u00e7in \u00e7\u0131tan\u0131n \u201cson derece y\u00fcksek\u201d oldu\u011funu s\u00f6yledi.\n\n<h3>M\u00fcttefikler H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n G\u00fcvenli\u011fine \u0130li\u015fkin Yan\u0131t\u0131 De\u011ferlendiriyor<\/h3>\nABD Ba\u015fkan\u0131 Donald Trump, cumartesi g\u00fcn\u00fc Truth Social\u2019daki payla\u015f\u0131m\u0131nda m\u00fcttefiklerine H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n g\u00fcvenli\u011finin sa\u011flanmas\u0131na yard\u0131mc\u0131 olma \u00e7a\u011fr\u0131s\u0131n\u0131 yineledi. Trump, bo\u011faz \u00fczerinden petrol alan \u00fclkelerin \u201co ge\u00e7i\u015fi korumas\u0131 gerekti\u011fini\u201d yazd\u0131 ve ABD\u2019nin \u201c\u00e7ok b\u00fcy\u00fck \u00f6l\u00e7\u00fcde\u201d destek verece\u011fini ekledi.\n\nHaberde ayr\u0131ca, ABD-\u0130srail\u2019in \u0130ran\u2019a kar\u015f\u0131 sava\u015f\u0131 daha da t\u0131rmand\u0131k\u00e7a, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki geli\u015fmelerin petrol fiyatlar\u0131n\u0131 etkilemesinin beklendi\u011fi belirtildi.\n\n<h3>Uzun S\u00fcreli Enerji Piyasas\u0131 Dalgalanmas\u0131na Haz\u0131rl\u0131k<\/h3>\nYat\u0131r\u0131mc\u0131lar a\u00e7\u0131s\u0131ndan bu tablo, enerji taraf\u0131nda beklenen fiyat oynakl\u0131\u011f\u0131n\u0131n (piyasada \u201cimplied volatility\u201d olarak \u00f6l\u00e7\u00fclen, opsiyon fiyatlar\u0131na yans\u0131yan beklenen dalgalanma) y\u00fcksek kalabilece\u011fine i\u015faret ediyor. Ham petrol i\u00e7in oynakl\u0131k g\u00f6stergesi olan CBOE Crude Oil Volatility Index (OVX) 58 seviyesinde; bu, piyasalar\u0131n \u00f6n\u00fcm\u00fczdeki haftalarda sert fiyat hareketlerine haz\u0131rland\u0131\u011f\u0131na i\u015faret eder. Bu nedenle, uzun oynakl\u0131k stratejileri (\u00f6rne\u011fin straddle: ayn\u0131 kullan\u0131m fiyat\u0131nda al\u0131m-sat\u0131m opsiyonunu birlikte alma; strangle: farkl\u0131 kullan\u0131m fiyatlar\u0131nda al\u0131m-sat\u0131m opsiyonunu birlikte alma) b\u00fcy\u00fck petrol borsa yat\u0131r\u0131m fonlar\u0131 (ETF: borsada i\u015flem g\u00f6ren fon) \u00fczerinde de\u011ferlendirilebilir.\n\nEtkiler sadece ham petrol ile s\u0131n\u0131rl\u0131 de\u011fil. Rota de\u011fi\u015fimlerinden fayda g\u00f6rebilecek, \u00f6zellikle Basra K\u00f6rfezi\u2019nde yo\u011fun faaliyeti olmayan deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 ve lojistik \u015firketlerinin opsiyonlar\u0131 (opsiyon: belirli bir tarihe kadar belirli bir fiyattan alma ya da satma hakk\u0131 veren s\u00f6zle\u015fme) izlenebilir. Buna kar\u015f\u0131l\u0131k, havayolu hisselerinde d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc pozisyonlar (bearish: d\u00fc\u015f\u00fc\u015f beklentisiyle al\u0131nan pozisyon) daha temkinli bir tercih olabilir; ge\u00e7en hafta bo\u011faz yak\u0131n\u0131nda \u0130ran\u2019\u0131n deniz tatbikatlar\u0131na ili\u015fkin yeni istihbarat raporlar\u0131, jet yak\u0131t\u0131 maliyetlerini y\u00fcksek tutabilir.\n\n1980\u2019lerdeki \u201cTanker Sava\u015f\u0131\u201d d\u00f6neminde de benzer bir tablo g\u00f6r\u00fclm\u00fc\u015ft\u00fc; bo\u011fazdaki petrol tankerlerine y\u00f6nelik hedefli sald\u0131r\u0131lar, fiyatlar\u0131n uzun s\u00fcre y\u00fcksek kalmas\u0131na ve piyasada kayg\u0131n\u0131n artmas\u0131na yol a\u00e7m\u0131\u015ft\u0131. Bu tarihsel \u00f6rnek, bunun k\u0131sa s\u00fcreli bir krizden ziyade, jeopolitik riskin kal\u0131c\u0131la\u015ft\u0131\u011f\u0131 bir d\u00f6neme d\u00f6n\u00fc\u015febilece\u011fine i\u015faret ediyor. Bu nedenle yat\u0131r\u0131mc\u0131lar, birka\u00e7 \u00e7eyrek daha s\u00fcrebilecek dalgal\u0131 bir ortam\u0131 dikkate alarak pozisyonlar\u0131n\u0131 yap\u0131land\u0131rmal\u0131.\n<p>\n\n<p><strong>Hemen i\u015flem yapmaya ba\u015flay\u0131n &#8211; Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr\/trade-now\/\">buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>H\u00fcrm\u00fcz alarm\u0131: Trump m\u00fcttefikleri g\u00f6reve \u00e7a\u011f\u0131r\u0131rken G\u00fcney Kore ve Japonya temkinli. ABD-\u0130srail-\u0130ran gerilimi petrol\u00fc vurabilir. OVX 58; implied volatilite y\u00fcksek. Straddle\/strangle, ta\u015f\u0131ma hisseleri izlenebilir; havayollar\u0131nda bask\u0131. Tanker Sava\u015f\u0131 benzeri risk.<\/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-30356","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\/30356","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=30356"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30356\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30356"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30356"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30356"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}