{"id":43597,"date":"2026-03-30T06:05:24","date_gmt":"2026-03-30T06:05:24","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/asya-islemlerinde-wti-yukselisin-ardindan-99-dolar-civarinda-seyrederken-iran-gerilimi-arz-endiselerini-canli-tutuyor\/"},"modified":"2026-03-30T06:05:24","modified_gmt":"2026-03-30T06:05:24","slug":"asya-islemlerinde-wti-yukselisin-ardindan-99-dolar-civarinda-seyrederken-iran-gerilimi-arz-endiselerini-canli-tutuyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/asya-islemlerinde-wti-yukselisin-ardindan-99-dolar-civarinda-seyrederken-iran-gerilimi-arz-endiselerini-canli-tutuyor\/","title":{"rendered":"Asya i\u015flemlerinde WTI, y\u00fckseli\u015fin ard\u0131ndan 99 dolar civar\u0131nda seyrederken \u0130ran gerilimi arz endi\u015felerini canl\u0131 tutuyor"},"content":{"rendered":"WTI ham petrol\u00fc, \u00fc\u00e7 seanstan bu yana s\u00fcren y\u00fckseli\u015fin ard\u0131ndan s\u0131n\u0131rl\u0131 gerileyerek Pazartesi Asya saatlerinde varil ba\u015f\u0131na 98,90 dolar civar\u0131nda i\u015flem g\u00f6rd\u00fc. \u0130ran\u2019daki \u00e7at\u0131\u015fman\u0131n h\u0131zla bitece\u011fi beklentisi zay\u0131flad\u0131k\u00e7a arz (piyasaya sunulan petrol miktar\u0131) riski endi\u015feleri nedeniyle fiyatlar yeniden toparlanabilir.\n\nYemen\u2019de \u0130ran destekli Husiler, hafta sonu \u0130srail\u2019e ilk sald\u0131r\u0131lar\u0131n\u0131 d\u00fczenleyerek \u00e7at\u0131\u015fmay\u0131 geni\u015fletti. Grup, \u0130ran ve m\u00fcttefiklerine y\u00f6nelik operasyonlar durana kadar sald\u0131r\u0131lar\u0131n s\u00fcrece\u011fini s\u00f6yledi; ayr\u0131ca K\u0131z\u0131ldeniz\u2019deki gemi ta\u015f\u0131mac\u0131l\u0131\u011f\u0131n\u0131 ve Suudi enerji tesislerini hedef almakla tehdit ediyor.\n\nABD\u2019nin, \u0130ran\u2019da uzun s\u00fcrebilecek bir kara harek\u00e2t\u0131na (askerlerin sahada operasyon y\u00fcr\u00fctt\u00fc\u011f\u00fc sava\u015f) haz\u0131rland\u0131\u011f\u0131 ve b\u00f6lgeye binlerce asker sevk etti\u011fi bildiriliyor. Ba\u015fkan Donald Trump, \u0130ran\u2019\u0131n petrol kaynaklar\u0131n\u0131n kontrol alt\u0131na al\u0131nmas\u0131 fikrini de g\u00fcndeme getirdi; buna \u0130ran\u2019\u0131n ana ihracat noktalar\u0131ndan Hark Adas\u0131\u2019ndaki (Kharg Island) ihracat terminali de dahil.\n\nTrump, K\u00fcba konusunda da ton de\u011fi\u015fikli\u011fine i\u015faret ederek \u00fclkelerin adaya ham petrol tedarik etmesine kar\u015f\u0131 olmad\u0131\u011f\u0131n\u0131 s\u00f6yledi. Bu a\u00e7\u0131klama, yapt\u0131r\u0131m alt\u0131ndaki bir Rus tankerinin \u201ckritik\u201d olarak nitelenen bir sevkiyatla K\u00fcba\u2019ya yakla\u015fmas\u0131yla ayn\u0131 d\u00f6neme denk geliyor ve fiili bir ABD \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki petrol ablukas\u0131 (arz\u0131 k\u0131s\u0131tlayan bask\u0131) ortam\u0131nda s\u0131n\u0131rl\u0131 bir rahatlama sunuyor.\n\nReuters\u2019a g\u00f6re Rusya\u2019n\u0131n \u201cg\u00f6lge filosu\u201dna (yapt\u0131r\u0131mlar\u0131 a\u015fmak i\u00e7in kullan\u0131lan, m\u00fclkiyeti\/rotas\u0131 daha az \u015feffaf tanker a\u011f\u0131) ba\u011fl\u0131 gemi, K\u00fcba\u2019n\u0131n do\u011fu k\u0131y\u0131s\u0131 a\u00e7\u0131klar\u0131nda takip edildi ve yak\u0131nda yana\u015fmas\u0131 bekleniyor. Sevkiyat\u0131n, K\u00fcba\u2019n\u0131n s\u0131k\u0131\u015fm\u0131\u015f enerji arz\u0131 \u00fczerindeki bask\u0131y\u0131 azaltmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.\n\nWTI\u2019daki 98,90 dolar civar\u0131na k\u0131sa d\u00fc\u015f\u00fc\u015f, trend de\u011fi\u015fimi de\u011fil ge\u00e7ici bir duraklama olarak g\u00f6r\u00fclmeli. Piyasa oynakl\u0131\u011f\u0131nda (fiyatlar\u0131n sert ve h\u0131zl\u0131 dalgalanmas\u0131) belirgin bir s\u0131\u00e7ramaya haz\u0131rlan\u0131yoruz; bu durum CBOE Ham Petrol Oynakl\u0131k Endeksi\u2019ni (OVX: petrol opsiyon fiyatlar\u0131ndan t\u00fcretilen, piyasadaki beklenen dalgalanmay\u0131 g\u00f6steren endeks) 2022 ba\u015f\u0131ndaki panik d\u00f6neminden beri g\u00f6r\u00fclmeyen seviyelere ta\u015f\u0131yabilir. Bu da opsiyon primlerinin (opsiyon sat\u0131n almak i\u00e7in \u00f6denen bedel) h\u0131zla pahalanaca\u011f\u0131 anlam\u0131na geliyor; kenarda beklemek maliyetli hale gelebilir.\n\nABD\u2019nin \u0130ran\u2019da uzun s\u00fcreli bir kara harek\u00e2t\u0131 ihtimali, piyasadan g\u00fcnl\u00fck yakla\u015f\u0131k 3,2 milyon varil ham petrol \u00fcretiminin \u00e7\u0131kmas\u0131 riskini do\u011frudan art\u0131r\u0131yor. \u0130ran ihracat\u0131n\u0131n \u00e7ok b\u00fcy\u00fck k\u0131sm\u0131n\u0131 y\u00f6neten Hark Adas\u0131 terminalinde herhangi bir aksama, a\u011f\u0131r ve ani bir arz \u015foku (piyasaya petrol ak\u0131\u015f\u0131n\u0131n bir anda d\u00fc\u015fmesi) yarat\u0131r. Ukrayna sava\u015f\u0131n\u0131n ba\u015f\u0131nda fiyatlar\u0131n varil ba\u015f\u0131na 120 dolar\u0131n \u00fczerine s\u0131\u00e7rad\u0131\u011f\u0131 hat\u0131rlan\u0131rsa, bu tabloda benzer hatta daha b\u00fcy\u00fck bir etki ihtimali var.\n\nAyr\u0131ca Husilerin sald\u0131r\u0131lar\u0131n\u0131 geni\u015fletmesi, sevkiyat a\u00e7\u0131s\u0131ndan daha geni\u015f bir riski g\u00fcndeme getiriyor. K\u00fcresel deniz yoluyla ta\u015f\u0131nan petrol\u00fcn yakla\u015f\u0131k %10\u2019unun ge\u00e7ti\u011fi K\u0131z\u0131ldeniz bo\u011faz\u0131nda (dar ge\u00e7it, \u201cdarbo\u011faz\u201d) sald\u0131r\u0131lar, sigorta primlerini ve navlun maliyetlerini (ta\u015f\u0131ma \u00fccretleri) y\u00fckseltir. Bu da petrol\u00fcn kayna\u011f\u0131 ne olursa olsun her varile jeopolitik risk primi (siyasi\/askeri risk nedeniyle fiyata eklenen pay) ekler.\n\nBu g\u00f6r\u00fcn\u00fcm alt\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n, \u201cout-of-the-money\u201d (ald\u0131\u011f\u0131 kullan\u0131m fiyat\u0131 piyasadaki fiyattan daha yukar\u0131da olan; \u015fu an k\u00e2rda olmayan) al\u0131m opsiyonlar\u0131n\u0131 veya bo\u011fa al\u0131m spread\u2019lerini (y\u00fckseli\u015f beklentisiyle bir al\u0131m opsiyonu al\u0131p daha y\u00fcksek kullan\u0131m fiyat\u0131ndan bir di\u011ferini satarak maliyeti d\u00fc\u015f\u00fcren strateji) de\u011ferlendirmesi, y\u00fckseli\u015ften yararlan\u0131rken riski s\u0131n\u0131rlamak a\u00e7\u0131s\u0131ndan \u00f6ne \u00e7\u0131k\u0131yor. Varil ba\u015f\u0131na 115-125 dolar band\u0131na do\u011fru bir hareket i\u00e7in pozisyon almak daha temkinli bir yakla\u015f\u0131m olabilir. Daha fazla teyit beklemek ayn\u0131 pozisyonlara \u00e7ok daha pahal\u0131ya girmeye yol a\u00e7abilir.\n\nUnutmamak gerekir ki devlet m\u00fcdahalelerinin etkisi s\u0131n\u0131rl\u0131 kalabilir. 2022\u2019deki tarihi stok \u00e7ekili\u015fleri (rezervlerden piyasaya sat\u0131\u015f) ve 2025\u2019e kadar k\u0131smi yerine koyma \u00e7abalar\u0131na ra\u011fmen, ABD Stratejik Petrol Rezervi (SPR: acil durumlar i\u00e7in devletin tuttu\u011fu ham petrol sto\u011fu) h\u00e2l\u00e2 yakla\u015f\u0131k 365 milyon varille 40 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyelerine yak\u0131n. Bu da bu b\u00fcy\u00fckl\u00fckte bir arz \u015fokunu kar\u015f\u0131layacak tamponu zay\u0131flat\u0131yor ve piyasay\u0131 k\u0131r\u0131lgan b\u0131rak\u0131yor.\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>Petrolde f\u0131rt\u0131na kap\u0131da: WTI 98,90 dolara duraklad\u0131 ama \u0130ran kara harek\u00e2t\u0131 ve Husilerin K\u0131z\u0131ldeniz tehdidi arz \u015fokunu b\u00fcy\u00fct\u00fcyor. OVX s\u0131\u00e7rayabilir; opsiyon primleri artar, 115-125 hedef.<\/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-43597","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\/43597","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=43597"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/43597\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=43597"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=43597"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=43597"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}