{"id":30756,"date":"2026-03-19T21:02:44","date_gmt":"2026-03-19T21:02:44","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/eia-abd-dogal-gaz-stoklari-13-mart-haftasinda-35-milyar-fit-kup-artti-beklenti-39-milyar-fit-kuptu\/"},"modified":"2026-03-19T21:02:44","modified_gmt":"2026-03-19T21:02:44","slug":"eia-abd-dogal-gaz-stoklari-13-mart-haftasinda-35-milyar-fit-kup-artti-beklenti-39-milyar-fit-kuptu","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/eia-abd-dogal-gaz-stoklari-13-mart-haftasinda-35-milyar-fit-kup-artti-beklenti-39-milyar-fit-kuptu\/","title":{"rendered":"EIA: ABD do\u011fal gaz stoklar\u0131 13 Mart haftas\u0131nda 35 milyar fit k\u00fcp artt\u0131; beklenti 39 milyar fit k\u00fcpt\u00fc"},"content":{"rendered":"13 Mart tarihli ABD EIA (Enerji Bilgi \u0130daresi) verisi, do\u011fal gaz depolama de\u011fi\u015fiminin **35 Bcf** (milyar k\u00fcbik feet) oldu\u011funu g\u00f6sterdi. Piyasa beklentisi **39 Bcf** idi.\n\nA\u00e7\u0131klanan de\u011fi\u015fim, beklentinin **4 Bcf** alt\u0131nda kald\u0131: **35 Bcf ger\u00e7ekle\u015fen** ve **39 Bcf beklenen**.\n\n13 Mart 2025 tarihli rapora bakt\u0131\u011f\u0131m\u0131zda, depolardan do\u011fal gaz \u00e7eki\u015finin (withdrawal: depolardaki gaz\u0131n kullan\u0131l\u0131p azalt\u0131lmas\u0131) beklentiden d\u00fc\u015f\u00fck geldi\u011fini g\u00f6rm\u00fc\u015ft\u00fck. Bu durum, talebin beklenenden zay\u0131f oldu\u011funa i\u015faret eden olumsuz bir sinyal olarak fiyatlar\u0131 k\u0131sa s\u00fcreli a\u015fa\u011f\u0131 itmi\u015fti. Ancak piyasa, yaz d\u00f6nemi enjeksiyon sezonuna (injection season: depolara yeniden gaz bas\u0131lan d\u00f6nem) odaklan\u0131nca h\u0131zl\u0131 toparlanm\u0131\u015ft\u0131.\n\nBug\u00fcn, 19 Mart 2026 itibar\u0131yla benzer \u015fekilde arz\u0131n bol oldu\u011fu bir ortam var. Depolardaki kullan\u0131labilir do\u011fal gaz (working gas: depoda fiilen piyasaya verilebilen gaz) yakla\u015f\u0131k **2.250 Bcf** seviyesinde ve bu miktar y\u0131l\u0131n bu d\u00f6nemi i\u00e7in **5 y\u0131ll\u0131k ortalaman\u0131n %25\u2019ten fazla** \u00fczerinde. Bu b\u00fcy\u00fck fazlal\u0131k, en yak\u0131n vadeli kontrat\u0131n (front-month futures: vadesi en yak\u0131n do\u011fal gaz vadeli i\u015flem s\u00f6zle\u015fmesi) **3,15 $\/MMBtu** (MMBtu: milyon \u0130ngiliz \u0131s\u0131 birimi, do\u011fal gaz fiyatlamas\u0131nda kullan\u0131lan enerji birimi) \u00fczerini korumas\u0131n\u0131 zorla\u015ft\u0131r\u0131yor.\n\n\u0130zlenmesi gereken ana tema, rekor \u00fcretim ile g\u00fc\u00e7l\u00fc ihracat talebi aras\u0131ndaki \u00e7eki\u015fme. ABD kuru gaz \u00fcretimi (dry gas production: s\u0131v\u0131 bile\u015fenleri ayr\u0131\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz \u00fcretimi) **105 Bcf\/g\u00fcn** civar\u0131nda seyrediyor. Buna kar\u015f\u0131l\u0131k LNG (s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz) tesislerine giden besleme gaz\u0131 talebi (LNG feedgas demand: LNG\u2019ye \u00e7evrilmek \u00fczere tesislere g\u00f6nderilen gaz) **14 Bcf\/g\u00fcn** \u00fczerini d\u00fczenli olarak \u00e7ekiyor ve bu da fiyatlarda a\u015fa\u011f\u0131 y\u00f6n\u00fc s\u0131n\u0131rlayan bir taban olu\u015fturuyor. Bu kar\u015f\u0131l\u0131kl\u0131 denge, oynakl\u0131\u011f\u0131 (volatility: fiyatlar\u0131n h\u0131zl\u0131 ve geni\u015f aral\u0131kta dalgalanmas\u0131) bask\u0131l\u0131yor; bu durum opsiyon yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in \u00f6nemli.\n\nY\u00fcksek stoklar\u0131n yukar\u0131 y\u00f6n\u00fc s\u0131n\u0131rlamas\u0131 ve g\u00fc\u00e7l\u00fc LNG talebinin a\u015fa\u011f\u0131 y\u00f6n\u00fc desteklemesi nedeniyle piyasa bant i\u00e7inde hareket ediyor (range-bound: belirli bir destek-direnc\u0327 aral\u0131\u011f\u0131nda gidip gelme). Yat\u0131r\u0131mc\u0131lar, May\u0131s ve Haziran vadeli kontratlarda prim sat\u0131\u015f\u0131 (selling premium: opsiyon satarak prim geliri hedefleme) gibi yakla\u015f\u0131mlar\u0131 de\u011ferlendirebilir. **2,80 $** destek alt\u0131na uzak vadeli sat\u0131m opsiyonu (out-of-the-money put: kullan\u0131m fiyat\u0131 mevcut fiyat\u0131n alt\u0131nda olan sat\u0131m opsiyonu) ve **3,50 $** diren\u00e7 \u00fczerine uzak vadeli al\u0131m opsiyonu (out-of-the-money call: kullan\u0131m fiyat\u0131 mevcut fiyat\u0131n \u00fcst\u00fcnde olan al\u0131m opsiyonu) satmak, \u00f6n\u00fcm\u00fczdeki haftalarda g\u00fc\u00e7l\u00fc bir fiyat hareketi beklenmemesinden faydalanmay\u0131 hedefler.\n<p>\n\n<p><strong>Hemen i\u015flem yapmaya ba\u015flay\u0131n &#8211; Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr\/trade-now\/\">buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>Do\u011fal gazda s\u00fcrpriz: EIA \u00e7eki\u015fi 35 Bcf ile 39 Bcf beklentinin alt\u0131nda. Stoklar 2.250 Bcf, 5 y\u0131ll\u0131k ortalaman\u0131n %25 \u00fcst\u00fcnde; 3,15$ zor. \u00dcretim 105 Bcf\/g\u00fcn, LNG 14 Bcf\/g\u00fcn taban; bantta prim sat\u0131\u015f\u0131.<\/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-30756","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\/30756","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=30756"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30756\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30756"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30756"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30756"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}