{"id":30967,"date":"2026-03-23T22:01:28","date_gmt":"2026-03-23T22:01:28","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/trump-iran-konusunda-yapilacak-gorusmelerin-catismayi-sona-erdirebilecegini-ve-hurmuz-bogazinin-yakinda-yeniden-acilabilecegini-soyledi\/"},"modified":"2026-03-23T22:01:28","modified_gmt":"2026-03-23T22:01:28","slug":"trump-iran-konusunda-yapilacak-gorusmelerin-catismayi-sona-erdirebilecegini-ve-hurmuz-bogazinin-yakinda-yeniden-acilabilecegini-soyledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/trump-iran-konusunda-yapilacak-gorusmelerin-catismayi-sona-erdirebilecegini-ve-hurmuz-bogazinin-yakinda-yeniden-acilabilecegini-soyledi\/","title":{"rendered":"Trump, \u0130ran konusunda yap\u0131lacak g\u00f6r\u00fc\u015fmelerin \u00e7at\u0131\u015fmay\u0131 sona erdirebilece\u011fini ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yak\u0131nda yeniden a\u00e7\u0131labilece\u011fini s\u00f6yledi."},"content":{"rendered":"ABD Ba\u015fkan\u0131 Donald Trump, \u0130ran sava\u015f\u0131 konusunda g\u00fc\u00e7l\u00fc g\u00f6r\u00fc\u015fmeler yap\u0131ld\u0131\u011f\u0131n\u0131 ve yak\u0131nda yeni temaslar\u0131n, muhtemelen telefonla, ger\u00e7ekle\u015febilece\u011fini s\u00f6yledi. G\u00f6r\u00fc\u015fmelerin pazar g\u00fcn\u00fcnden ak\u015fama kadar s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirten Trump, sorunu \u00e7\u00f6zmek i\u00e7in yak\u0131nda bir araya gelmeyi umdu\u011funu ifade etti.\n\nTrump, 15 madde dahil \u00f6nemli \u00f6l\u00e7\u00fcde mutabakat oldu\u011funu ve \u0130ran\u2019\u0131n n\u00fckleer silah istemeyece\u011fi konusunda anla\u015f\u0131ld\u0131\u011f\u0131n\u0131 s\u00f6yledi. ABD\u2019nin uranyum zenginle\u015ftirilmesini istemedi\u011fini, zenginle\u015ftirilmi\u015f uranyumu talep etti\u011fini ve \u201cn\u00fckleer toz\u201d ifadesini kulland\u0131 (n\u00fckleer toz: n\u00fckleer malzemenin \u00e7evreye yay\u0131lm\u0131\u015f, \u00f6l\u00e7\u00fcm\u00fc ve temizli\u011fi zor kal\u0131nt\u0131lar\u0131 anlam\u0131nda kullan\u0131lan ifade).\n\n<h3>Market Volatility And Diplomatic Signals<\/h3>\nTrump, Witkoff ve Kushner\u2019\u0131n g\u00f6r\u00fc\u015fmeler yapt\u0131\u011f\u0131n\u0131, kendisinin de en \u00fcst d\u00fczey isimlerle, \u201cson derece sayg\u0131n\u201d olarak tan\u0131mlad\u0131\u011f\u0131 bir \u0130ranl\u0131 \u00fcst d\u00fczey yetkili dahil, konu\u015ftu\u011funu s\u00f6yledi. Ayetullah\u0131n o\u011flundan bir mesaj almad\u0131\u011f\u0131n\u0131 ve onu lider olarak g\u00f6rmedi\u011fini belirtti.\n\nAyetullah\u0131n o\u011flunun \u00f6ld\u00fcr\u00fclmesini istemedi\u011fini, hayatta olup olmad\u0131\u011f\u0131n\u0131 bilmedi\u011fini s\u00f6yledi. Anla\u015fmay\u0131 garanti edemeyece\u011fini, ABD\u2019nin de\u011fil \u0130ran\u2019\u0131n arad\u0131\u011f\u0131n\u0131 ifade etti.\n\nTrump, sonucun \u0130srail\u2019i memnun edece\u011fini ve \u0130srail\u2019le yak\u0131n zamanda g\u00f6r\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc s\u00f6yledi. Anla\u015fma olursa fiyat\u0131n \u201cta\u015f gibi d\u00fc\u015fece\u011fini\u201d belirterek, anla\u015fma sa\u011flanmas\u0131 halinde H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n \u00e7ok yak\u0131nda a\u00e7\u0131laca\u011f\u0131n\u0131 dile getirdi.\n\nGe\u00e7mi\u015fte, \u00f6zellikle 2019-2020 d\u00f6neminde, \u0130ran\u2019la b\u00fcy\u00fck bir anla\u015fma ihtimalinin piyasalarda sert dalgalanmalara yol a\u00e7t\u0131\u011f\u0131 benzer bir tablo g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Bir anla\u015fma ihtimali, uzak da olsa, belirsizli\u011fi art\u0131rarak fiyatlarda oynakl\u0131\u011f\u0131 (volatilite: fiyatlar\u0131n k\u0131sa s\u00fcrede sert ini\u015f-\u00e7\u0131k\u0131\u015f yapmas\u0131) y\u00fckseltebilir. Bu tecr\u00fcbe, petrol fiyatlar\u0131n\u0131n fiili arz verilerinden (arz: piyasaya sunulan petrol miktar\u0131) \u00e7ok diplomatik man\u015fetlere h\u0131zla tepki verebildi\u011fini g\u00f6steriyor.\n\nBat\u0131 Teksas tipi ham petrol (WTI: ABD referans ham petrol\u00fc) varil ba\u015f\u0131na yakla\u015f\u0131k 88 dolar civar\u0131nda g\u00fc\u00e7l\u00fc seyrini korurken, piyasan\u0131n Ortado\u011fu gerilimine ba\u011fl\u0131 bir \u201crisk primi\u201d (risk primi: belirsizlik ve risk artt\u0131\u011f\u0131nda fiyata eklenen ilave bedel) fiyatlad\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Mart 2026 ba\u015f\u0131na ait son deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 verileri, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7en tankerlerin sigorta maliyetlerinin y\u0131l ba\u015f\u0131ndan bu yana %12 artt\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu art\u0131\u015f, 2025 sonunda resmi g\u00f6r\u00fc\u015fmelerin da\u011f\u0131lmas\u0131ndan sonra b\u00fcy\u00fcyen belirsizli\u011fi yans\u0131t\u0131yor.\n\n<h3>Positioning For Large Price Swings<\/h3>\nBu tablo, \u00f6n\u00fcm\u00fczdeki haftalarda \u201coynakl\u0131k i\u015flemi\u201dni (oynakl\u0131k i\u015flemi: fiyat\u0131n y\u00f6n\u00fcnden \u00e7ok, hareketin b\u00fcy\u00fckl\u00fc\u011f\u00fcne oynanan stratejiler) \u00f6ne \u00e7\u0131kar\u0131yor. Benzer gerilimlerde, Eyl\u00fcl 2019\u2019da Suudi altyap\u0131s\u0131na y\u00f6nelik sald\u0131r\u0131lar sonras\u0131 CBOE Ham Petrol Oynakl\u0131k Endeksi\u2019nin (OVX: ham petrol i\u00e7in beklenen oynakl\u0131\u011f\u0131 \u00f6l\u00e7en g\u00f6sterge) bir g\u00fcnde %30\u2019dan fazla s\u0131\u00e7rad\u0131\u011f\u0131 g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Yat\u0131r\u0131mc\u0131lar\u0131n OVX\u2019i, \u015fu anda 36 civar\u0131nda seyreden seviyeleriyle, yakla\u015fan fiyat hareketi i\u00e7in \u00f6nc\u00fc g\u00f6sterge (\u00f6nc\u00fc g\u00f6sterge: piyasadaki olas\u0131 y\u00f6n de\u011fi\u015fimini erkenden i\u015faret eden veri) olarak izlemesi gerekir.\n\nAni bir diplomatik ilerleme bekleyenler i\u00e7in, May\u0131s veya Haziran vadeli petrol kontratlar\u0131 \u00fczerinde \u201czarar durdurma de\u011fil\u201d, do\u011frudan fiyat d\u00fc\u015f\u00fc\u015f\u00fcne y\u00f6nelik \u201ckullan\u0131m fiyat\u0131 piyasadan uzak sat\u0131m opsiyonu\u201d almak (out-of-the-money put: mevcut fiyattan daha a\u015fa\u011f\u0131 kullan\u0131m fiyatl\u0131, d\u00fc\u015f\u00fc\u015ften kazan\u00e7 hedefleyen opsiyon) h\u0131zl\u0131 bir geri \u00e7ekilmeye kar\u015f\u0131 pozisyon alma yolu sunar. Tersine, \u201cal\u0131m opsiyonu\u201d (call option: fiyat y\u00fckseli\u015finden kazan\u00e7 sa\u011flayan opsiyon) olas\u0131 bir t\u0131rmanman\u0131n arz\u0131 bozmas\u0131 riskine kar\u015f\u0131 korunma (hedge: istenmeyen fiyat hareketine kar\u015f\u0131 risk azaltma i\u015flemi) i\u015flevi g\u00f6rebilir. Burada ama\u00e7, b\u00fcy\u00fck bir fiyat hareketinden faydalanacak yap\u0131 kurmakt\u0131r; \u00e7\u00fcnk\u00fc piyasa yatay kal\u0131rsa bu opsiyonlar\u0131n de\u011feri zamanla erir (zaman de\u011feri kayb\u0131: vade yakla\u015ft\u0131k\u00e7a opsiyon priminin azalmas\u0131).\n\nTemel beklenti, olas\u0131 bir anla\u015fman\u0131n arz endi\u015felerini azaltarak petrol fiyat\u0131n\u0131 sert d\u00fc\u015f\u00fcrebilece\u011fi y\u00f6n\u00fcnde. Ge\u00e7en kas\u0131m, m\u00fczakerecilerin yeniden g\u00f6r\u00fc\u015febilece\u011fine dair s\u00f6ylentiyle Brent petrol\u00fcn (Brent: Avrupa ve k\u00fcresel piyasalarda referans kabul edilen ham petrol) tek seansta %4 geriledi\u011fi g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Bu \u201cya hep ya hi\u00e7\u201d tablo, her iki y\u00f6ndeki b\u00fcy\u00fck harekette kazan\u00e7 hedefleyen \u201cstraddle\u201d veya \u201cstrangle\u201d gibi stratejileri (straddle\/strangle: ayn\u0131 vadede hem al\u0131m hem sat\u0131m opsiyonu kombinasyonlar\u0131yla b\u00fcy\u00fck hareketten faydalanmay\u0131 ama\u00e7layan yap\u0131) bu ortam i\u00e7in uygun hale getiriyor.\n\nH\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7en fiziksel petrol ak\u0131\u015f\u0131, anl\u0131k olarak izlenmesi gereken en kritik g\u00f6stergelerden biri olmaya devam ediyor. Deniz g\u00fcvenli\u011fi veya ge\u00e7i\u015f kurallar\u0131na ili\u015fkin resmi bir a\u00e7\u0131klama, en yak\u0131n vadeli kontrat\u0131 (front-month: en yak\u0131n vade) an\u0131nda etkileyebilir. Bu t\u00fcr dar bo\u011fazlar\u0131n (chokepoint: sevkiyat\u0131n yo\u011funla\u015ft\u0131\u011f\u0131, kesinti riskinin y\u00fcksek oldu\u011fu kritik ge\u00e7i\u015f noktas\u0131) takibi, diplomatik haber ak\u0131\u015f\u0131 kadar \u00f6nemlidir.\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>Petrol piyasas\u0131nda g\u00f6zler Trump-\u0130ran hatt\u0131nda: 15 maddede mutabakat sinyali, uranyum zenginle\u015ftirmeye itiraz ve H\u00fcrm\u00fcz\u2019\u00fcn a\u00e7\u0131lma ihtimali. WTI 88 dolarda risk primiyle; OVX ve opsiyon stratejileri \u00f6ne \u00e7\u0131k\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-30967","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\/30967","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=30967"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30967\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30967"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30967"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30967"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}