{"id":30689,"date":"2026-03-19T06:05:42","date_gmt":"2026-03-19T06:05:42","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/iki-gunluk-yukselisin-ardindan-wti-abdnin-venezuelanin-devlet-petrol-ticaretine-izin-vermesiyle-9780-dolar-civarina-geriledi\/"},"modified":"2026-03-19T06:05:42","modified_gmt":"2026-03-19T06:05:42","slug":"iki-gunluk-yukselisin-ardindan-wti-abdnin-venezuelanin-devlet-petrol-ticaretine-izin-vermesiyle-9780-dolar-civarina-geriledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/iki-gunluk-yukselisin-ardindan-wti-abdnin-venezuelanin-devlet-petrol-ticaretine-izin-vermesiyle-9780-dolar-civarina-geriledi\/","title":{"rendered":"\u0130ki g\u00fcnl\u00fck y\u00fckseli\u015fin ard\u0131ndan WTI, ABD\u2019nin Venezuela\u2019n\u0131n devlet petrol ticaretine izin vermesiyle 97,80 dolar civar\u0131na geriledi"},"content":{"rendered":"WTI, iki g\u00fcnl\u00fck y\u00fckseli\u015fin ard\u0131ndan gerileyerek Per\u015fembe g\u00fcn\u00fc Asya i\u015flemlerinde varil ba\u015f\u0131na 97,80 dolar civar\u0131nda i\u015flem g\u00f6rd\u00fc. Fiyatlar, ABD\u2019nin Hazine yapt\u0131r\u0131mlar\u0131n\u0131 k\u0131smen gev\u015fetmesinin ard\u0131ndan Venezuela\u2019n\u0131n devlet petrol ve gaz \u015firketiyle s\u0131n\u0131rl\u0131 ticarete izin vermesiyle arz (piyasaya sunulan petrol miktar\u0131) endi\u015felerinin azalmas\u0131 sonucu geri \u00e7ekildi.\n\nBeyaz Saray, Ba\u015fkan Donald Trump\u2019\u0131n Jones Act kurallar\u0131na 60 g\u00fcnl\u00fck muafiyet (ge\u00e7ici istisna) verece\u011fini s\u00f6yledi. Jones Act, ABD limanlar\u0131 aras\u0131nda ta\u015f\u0131mac\u0131l\u0131\u011f\u0131n ABD bayrakl\u0131 gemilerle yap\u0131lmas\u0131n\u0131 \u015fart ko\u015fan d\u00fczenlemedir. Muafiyet, ABD i\u00e7indeki yak\u0131t da\u011f\u0131t\u0131m\u0131n\u0131 iyile\u015ftirmek i\u00e7in ABD bayra\u011f\u0131 ta\u015f\u0131mayan gemilerin de kullan\u0131lmas\u0131na izin verir.\n\n

Supply Concerns Ease<\/h3>\nIrak\u2019\u0131n Kerk\u00fck sahalar\u0131ndan T\u00fcrkiye\u2019deki Ceyhan Liman\u0131\u2019na ham petrol ihracat\u0131, boru hatt\u0131 \u00fczerinden yeniden ba\u015flay\u0131nca arz endi\u015feleri de hafifledi. Yeniden ba\u015flama, Ba\u011fdat ile K\u00fcrdistan B\u00f6lgesel Y\u00f6netimi aras\u0131nda bu hafta i\u00e7inde var\u0131lan anla\u015fman\u0131n ard\u0131ndan geldi.\n\nOrta Do\u011fu\u2019daki enerji tesislerine y\u00f6nelik sald\u0131r\u0131lar nedeniyle jeopolitik (\u00fclkeler aras\u0131 gerilim kaynakl\u0131) riskler fiyatlar \u00fczerindeki bask\u0131y\u0131 s\u00fcrd\u00fcrd\u00fc. \u0130ran, \u0130srail\u2019in \u0130ran\u2019\u0131n G\u00fcney Pars do\u011falgaz sahas\u0131na sald\u0131r\u0131s\u0131n\u0131n ard\u0131ndan, d\u00fcnyan\u0131n en b\u00fcy\u00fck LNG (s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011falgaz; gaz\u0131n so\u011futulup s\u0131v\u0131 hale getirilerek gemilerle ta\u015f\u0131nmas\u0131n\u0131 sa\u011flayan \u00fcr\u00fcn) ihracat tesisinin bulundu\u011fu Katar\u2019daki bir sahaya f\u00fcze sald\u0131r\u0131lar\u0131 d\u00fczenledi.\n\nABD Ba\u015fkan\u0131 Donald Trump, \u0130srail sald\u0131r\u0131s\u0131ndan \u00f6nceden haberdar oldu\u011funu ve \u0130ran\u2019\u0131n enerji varl\u0131klar\u0131na y\u00f6nelik yeni sald\u0131r\u0131larda itidal \u00e7a\u011fr\u0131s\u0131 yapt\u0131\u011f\u0131n\u0131 s\u00f6yledi. Suudi Arabistan, bir do\u011falgaz tesisine y\u00f6nelik sald\u0131r\u0131 giri\u015fiminin durduruldu\u011funu a\u00e7\u0131klad\u0131; yetkililer Riyad\u2019da d\u00fc\u015fen \u015farapnel (patlama par\u00e7alar\u0131) nedeniyle d\u00f6rt ki\u015finin yaraland\u0131\u011f\u0131n\u0131 bildirdi.\n\nBAE\u2019de (Birle\u015fik Arap Emirlikleri) engellenen f\u00fczelerin bir do\u011falgaz tesisi ve bir petrol sahas\u0131n\u0131 hedef ald\u0131\u011f\u0131 belirtildi. Bu da enerji altyap\u0131s\u0131na y\u00f6nelik daha geni\u015f risklere dair endi\u015feleri art\u0131rd\u0131.\n\n

Volatility Strategy Focus<\/h3>\nWTI fiyatlar\u0131n\u0131n 97,80 dolar civar\u0131na geriledi\u011fini g\u00f6r\u00fcyoruz; bu durum Orta Do\u011fu\u2019daki artan jeopolitik risklerle \u00e7eli\u015fkili g\u00f6r\u00fcn\u00fcyor. Venezuela yapt\u0131r\u0131mlar\u0131n\u0131n k\u0131smen gev\u015fetilmesi ve Jones Act muafiyeti piyasaya ek arz getiriyor; ancak bunlar\u0131n kal\u0131c\u0131 de\u011fil k\u0131sa s\u00fcreli etkiler yaratmas\u0131 bekleniyor. Bu da belirsizli\u011fi art\u0131r\u0131yor; bu ortam, oynakl\u0131ktan (fiyatlar\u0131n k\u0131sa s\u00fcrede sert ini\u015f-\u00e7\u0131k\u0131\u015f yapmas\u0131) faydalanan i\u015flemler i\u00e7in elveri\u015fli.\n\nABD Enerji Enformasyon \u0130daresi\u2019nin (EIA; resmi enerji verilerini yay\u0131mlayan kurum) son raporu, ham petrol stoklar\u0131nda 3,1 milyon varillik s\u00fcrpriz d\u00fc\u015f\u00fc\u015f (stok \u00e7ekili\u015fi; depolardaki miktar\u0131n azalmas\u0131) oldu\u011funu g\u00f6sterdi. Bu, temel talebin g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131na i\u015faret ederek tabloyu karma\u015f\u0131kla\u015ft\u0131r\u0131yor. Stok d\u00fc\u015f\u00fc\u015f\u00fc, yeni arz haberlerinin yaratt\u0131\u011f\u0131 d\u00fc\u015f\u00fc\u015f beklentisine (ay\u0131 piyasas\u0131; fiyatlar\u0131n d\u00fc\u015fece\u011fi beklentisi) ters y\u00f6nde \u00e7al\u0131\u015f\u0131yor. Bu nedenle d\u00fc\u015f\u00fc\u015flerin kal\u0131c\u0131 olmamas\u0131 ve g\u00fc\u00e7l\u00fc al\u0131mla kar\u015f\u0131la\u015fmas\u0131 olas\u0131.\n\nBu z\u0131t unsurlar nedeniyle net bir y\u00f6n beklemek riskli; bu y\u00fczden fiyat\u0131n y\u00f6n\u00fcnden ba\u011f\u0131ms\u0131z \u015fekilde oynakl\u0131ktan kazan\u00e7 hedefleyen stratejiler \u00f6ne \u00e7\u0131k\u0131yor. Vadeli kontratlar\u0131n (gelecekte teslim i\u00e7in yap\u0131lan standart s\u00f6zle\u015fmeler) en yak\u0131n vadeli olanlar\u0131nda \u201cuzun straddle\u201d gibi opsiyon (belirli fiyattan alma\/satma hakk\u0131 veren s\u00f6zle\u015fme) stratejileri etkili olabilir. Uzun straddle, ayn\u0131 vadede ayn\u0131 kullan\u0131m fiyatl\u0131 al\u0131m (call) ve sat\u0131m (put) opsiyonunu birlikte alarak b\u00fcy\u00fck fiyat hareketinden\u2014yukar\u0131 ya da a\u015fa\u011f\u0131\u2014yararlanmay\u0131 hedefler.\n\n2025 sonundaki geli\u015fmelere bak\u0131ld\u0131\u011f\u0131nda, \u0130ran\u2019\u0131n f\u00fcze sald\u0131r\u0131lar\u0131 ve Suudi Arabistan\u2019daki giri\u015fimler bir risk primi (olas\u0131 arz kesintisi korkusunun fiyata ekledi\u011fi pay) yarat\u0131yor. 2019\u2019daki Abqaiq sald\u0131r\u0131s\u0131nda fiyatlar an\u0131nda %15 s\u0131\u00e7ram\u0131\u015f, ard\u0131ndan \u00fcretim normale d\u00f6nm\u00fc\u015ft\u00fc. Mevcut tablo daha k\u0131r\u0131lgan g\u00f6r\u00fcnd\u00fc\u011f\u00fcnden, ger\u00e7ek bir arz kesintisi fiyatlarda \u00e7ok daha sert etki yaratabilir.\n\nVenezuela\u2019dan gelecek arz\u0131n h\u0131zl\u0131 ve b\u00fcy\u00fck olaca\u011f\u0131 varsay\u0131m\u0131na da temkinli yakla\u015fmak gerekir; 2025\u2019te yapt\u0131r\u0131mlar ilk gev\u015fetildi\u011finde de benzer durum ya\u015fanm\u0131\u015ft\u0131. \u015eubat 2026 raporlar\u0131, y\u0131llara yay\u0131lan altyap\u0131 y\u0131pranmas\u0131 nedeniyle \u00fcretimin h\u00e2l\u00e2 g\u00fcnde 900 bin varilin \u00fczerine \u00e7\u0131kmakta zorland\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Bu da piyasaya fiilen gelecek miktar\u0131n man\u015fetlerin ima etti\u011finden daha s\u0131n\u0131rl\u0131 olabilece\u011fi anlam\u0131na geliyor.\n\nTrump y\u00f6netiminin 2025\u2019te verdi\u011fi 60 g\u00fcnl\u00fck Jones Act muafiyeti yat\u0131r\u0131mc\u0131lara net bir tarih \u00e7er\u00e7evesi sunuyor. \u00d6n\u00fcm\u00fczdeki haftalarda muafiyetin biti\u015fine yakla\u015f\u0131rken, ABD i\u00e7indeki yak\u0131t ta\u015f\u0131mac\u0131l\u0131\u011f\u0131nda s\u0131k\u0131\u015fma g\u00f6r\u00fclebilir. Bu durum, \u00f6zellikle rafine \u00fcr\u00fcnlerde (ham petrolden \u00fcretilen benzin, motorin gibi \u00fcr\u00fcnler) fiyatlar\u0131 yukar\u0131 itebilir.\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 s\u00fcrpriz hamle: WTI 97,80$\u2019a \u00e7ekildi. Venezuela yapt\u0131r\u0131m gev\u015femesi, Jones Act muafiyeti ve Kerk\u00fck-Ceyhan ak\u0131\u015f\u0131 arz kayg\u0131s\u0131n\u0131 azaltt\u0131; ancak Orta Do\u011fu sald\u0131r\u0131lar\u0131, stok d\u00fc\u015f\u00fc\u015f\u00fc oynakl\u0131\u011f\u0131 y\u00fcksek tutuyor.<\/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-30689","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\/30689","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=30689"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30689\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30689"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30689"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30689"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}