{"id":31260,"date":"2026-03-26T20:02:56","date_gmt":"2026-03-26T20:02:56","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/eia-verileri-20-martta-aciklanan-raporda-abd-dogal-gaz-stoklarinin-54-milyar-fit-kup-azaldigini-ve-49-milyar-fit-kupluk-beklentiyi-astigini-gosterdi\/"},"modified":"2026-03-26T20:02:56","modified_gmt":"2026-03-26T20:02:56","slug":"eia-verileri-20-martta-aciklanan-raporda-abd-dogal-gaz-stoklarinin-54-milyar-fit-kup-azaldigini-ve-49-milyar-fit-kupluk-beklentiyi-astigini-gosterdi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/eia-verileri-20-martta-aciklanan-raporda-abd-dogal-gaz-stoklarinin-54-milyar-fit-kup-azaldigini-ve-49-milyar-fit-kupluk-beklentiyi-astigini-gosterdi\/","title":{"rendered":"EIA verileri, 20 Mart\u2019ta a\u00e7\u0131klanan raporda ABD do\u011fal gaz stoklar\u0131n\u0131n 54 milyar fit k\u00fcp azald\u0131\u011f\u0131n\u0131 ve 49 milyar fit k\u00fcpl\u00fck beklentiyi a\u015ft\u0131\u011f\u0131n\u0131 g\u00f6sterdi."},"content":{"rendered":"ABD Enerji Enformasyon \u0130daresi (EIA) verilerine g\u00f6re, 20 Mart ile biten haftada do\u011fal gaz depolar\u0131nda 54 milyar fit k\u00fcp (bcf) \u00e7ekili\u015f (depolardaki gaz\u0131n azalmas\u0131) g\u00f6r\u00fcld\u00fc. Beklenti 49 milyar fit k\u00fcp \u00e7ekili\u015f y\u00f6n\u00fcndeydi.\n\nDepolardan beklenenden daha y\u00fcksek gelen 54 milyar fit k\u00fcpl\u00fck \u00e7ekili\u015f, k\u0131sa vadede fiyatlar i\u00e7in \u201cy\u00fckseli\u015f\u201d (fiyat art\u0131\u015f\u0131n\u0131 destekleyen) bir sinyal. Bu, 20 Mart haftas\u0131nda talebin tahminimizden g\u00fc\u00e7l\u00fc oldu\u011funa i\u015faret ediyor. Bu s\u00fcrpriz s\u0131k\u0131la\u015fma, en yak\u0131n vadeli i\u015flem s\u00f6zle\u015fmelerine (vadesi en yak\u0131n \u201cfutures\u201d kontratlar\u0131) hemen destek verebilir.\n\n

Stok Seviyeleri Ve K\u0131sa Vadeli Fiyat Etkisi<\/h3>\nAncak bunu mevcut stok seviyelerinin genel resmi i\u00e7inde de\u011ferlendirmek gerekir. Bu rapor itibar\u0131yla depolardaki kullan\u0131labilir do\u011fal gaz (working gas) toplam\u0131 yakla\u015f\u0131k 2.150 bcf seviyesinde. Bu miktar, y\u0131l\u0131n bu d\u00f6nemi i\u00e7in 5 y\u0131ll\u0131k ortalaman\u0131n h\u00e2l\u00e2 400 bcf\u2019ten fazla, yani yakla\u015f\u0131k %23 \u00fczerinde. Bu belirgin fazlal\u0131k, \u00f6n\u00fcm\u00fczdeki haftalarda sert fiyat y\u00fckseli\u015flerini s\u0131n\u0131rlayabilir.\n\n\u0130leriye bak\u0131ld\u0131\u011f\u0131nda, \u00fcretimin sonunda d\u00fc\u015fmeye ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Baker Hughes\u2019un kule say\u0131m\u0131 (rig count: yeni kuyu a\u00e7mak i\u00e7in aktif sondaj kulelerinin say\u0131s\u0131) verilerine g\u00f6re y\u0131l ba\u015f\u0131ndan bu yana %5 d\u00fc\u015f\u00fc\u015f var. Bu geri \u00e7ekilme, LNG ihracat tesislerinden gelen istikrarl\u0131 y\u00fcksek talep (LNG: s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz) ile birle\u015fince y\u0131l\u0131n ilerleyen d\u00f6nemleri i\u00e7in fiyatlar\u0131 destekleyen bir zemin olu\u015fturuyor. LNG tesislerinde ortalama talep g\u00fcnl\u00fck 14,5 bcf\u2019in \u00fczerinde. Piyasa, mevcut \u201cstok fazlas\u0131\u201d ile ileride olu\u015fabilecek \u201carz-talep s\u0131k\u0131la\u015fmas\u0131\u201d aras\u0131nda denge kurmaya \u00e7al\u0131\u015f\u0131yor.\n\nK\u0131\u015f \u0131s\u0131nma sezonundan \u00e7\u0131karken en kritik de\u011fi\u015fken hava durumu. Nisan ba\u015f\u0131nda ge\u00e7 bir so\u011fuk hava dalgas\u0131na i\u015faret eden tahminler, depolardan bir \u00e7ekili\u015f daha do\u011furabilir ve piyasay\u0131 yeniden \u015fa\u015f\u0131rtabilir. 2025 Nisan\u2019\u0131nda benzer \u201cge\u00e7i\u015f d\u00f6nemi\u201d (shoulder season: k\u0131\u015f ve yaz aras\u0131ndaki d\u00f6nem) ko\u015fullar\u0131nda k\u0131sa s\u00fcreli bir fiyat s\u0131\u00e7ramas\u0131 g\u00f6r\u00fclm\u00fc\u015ft\u00fc; bu da piyasan\u0131n hava s\u00fcrprizlerine ne kadar hassas oldu\u011funu g\u00f6steriyor.\n\nBu z\u0131t sinyaller nedeniyle oynakl\u0131\u011f\u0131n (volatilite: fiyat\u0131n k\u0131sa s\u00fcrede sert ini\u015f-\u00e7\u0131k\u0131\u015f yapmas\u0131) artmas\u0131n\u0131 bekliyoruz. Yat\u0131r\u0131mc\u0131lar, fiyat hareketinden yararlanan opsiyon stratejilerini de\u011ferlendirebilir. \u00d6rne\u011fin May\u0131s ve Haziran kontratlar\u0131nda \u201cstraddle\u201d (ayn\u0131 vadede ayn\u0131 kullan\u0131m fiyat\u0131ndan hem al\u0131m hem sat\u0131m opsiyonu almak; fiyat\u0131n yukar\u0131 ya da a\u015fa\u011f\u0131 sert hareket etmesinden kazan\u00e7 hedefler) d\u00fc\u015f\u00fcn\u00fclebilir. Z\u0131mni oynakl\u0131k (implied volatility: opsiyon fiyatlar\u0131n\u0131n ima etti\u011fi beklenen dalgalanma) h\u00e2l\u00e2 makul seviyede, bu t\u00fcr pozisyonlar i\u00e7in uygun bir giri\u015f noktas\u0131 sunuyor.\n\n

Y\u0131l\u0131n \u0130lerisi \u0130\u00e7in Takvim Spread\u2019leri<\/h3>\nBir di\u011fer strateji, y\u0131l\u0131n ilerleyen d\u00f6neminde arz\u0131n s\u0131k\u0131la\u015faca\u011f\u0131 beklentisinden yararlanmak i\u00e7in takvim spread\u2019lerine (calendar spread: farkl\u0131 vadelerde ayn\u0131 \u00fcr\u00fcn\u00fcn vadeli kontratlar\u0131nda e\u015f zamanl\u0131 al\u0131m-sat\u0131m yaparak vade fark\u0131ndan kazan\u00e7 hedeflemek) bakmak. May\u0131s 2026 kontrat\u0131nda k\u0131sa (short: fiyat d\u00fc\u015f\u00fc\u015f\u00fcne oynayan) pozisyon ve Ocak 2027 kontrat\u0131nda uzun (long: fiyat y\u00fckseli\u015fine oynayan) pozisyon al\u0131nabilir. Bu i\u015flem, piyasan\u0131n gelecek k\u0131\u015f i\u00e7in daha s\u0131k\u0131 bir arz-talep dengesi fiyatlamas\u0131 ve vadeli fiyat e\u011frisinin (futures curve: farkl\u0131 vadelerdeki fiyatlar\u0131n dizilimi) uzun vadeli taraf\u0131n\u0131n k\u0131sa vadeye g\u00f6re daha fazla y\u00fckselmesi durumunda kazan\u00e7 sa\u011flar.\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":"

S\u00fcrpriz \u00e7ekili\u015f do\u011fal gazda ralliyi tetikler mi? EIA, depolarda 54 bcf d\u00fc\u015f\u00fc\u015f a\u00e7\u0131klad\u0131 (beklenti 49). Stok fazlas\u0131 y\u00fckseli\u015fi s\u0131n\u0131rlasa da \u00fcretim d\u00fc\u015f\u00fc\u015f\u00fc ve g\u00fc\u00e7l\u00fc LNG talebi fiyatlar\u0131 destekliyor. Oynakl\u0131k artabilir.<\/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-31260","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\/31260","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=31260"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/31260\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=31260"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=31260"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=31260"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}