ABD ile \u0130ran, \u00fc\u00e7 sayfal\u0131k bir \u00f6n mutabakat metnini (memorandum of understanding: ba\u011flay\u0131c\u0131l\u0131\u011f\u0131 s\u0131n\u0131rl\u0131, niyet ve \u00e7er\u00e7eve metni) g\u00f6r\u00fc\u015f\u00fcyor, Axios yazd\u0131. G\u00f6r\u00fc\u015fmeler, \u0130ran\u2019\u0131n n\u00fckleer program\u0131na ili\u015fkin ad\u0131mlara ve devam eden \u00e7at\u0131\u015fmay\u0131 bitirmeyi hedefledi\u011fi s\u00f6ylenen bir plana odaklan\u0131yor.<\/p>\n
Washington, \u0130ran\u2019\u0131n dondurulmu\u015f varl\u0131klar\u0131ndan (yapt\u0131r\u0131mlar nedeniyle kullan\u0131lamayan para) yakla\u015f\u0131k 20 milyar dolar\u0131n serbest b\u0131rak\u0131lmas\u0131n\u0131; kar\u015f\u0131l\u0131\u011f\u0131nda \u0130ran\u2019\u0131n neredeyse 2.000 kilogram oldu\u011fu tahmin edilen zenginle\u015ftirilmi\u015f uranyum stokundan vazge\u00e7mesini de\u011ferlendiriyor. Axios\u2019a g\u00f6re malzemenin bir k\u0131sm\u0131 \u00fc\u00e7\u00fcnc\u00fc bir \u00fclkeye ta\u015f\u0131nabilir, kalan k\u0131sm\u0131 ise uluslararas\u0131 g\u00f6zetim alt\u0131nda (denet\u00e7iler taraf\u0131ndan izlenerek) \u0130ran\u2019da \u201cseyreltilerek\u201d daha d\u00fc\u015f\u00fck zenginle\u015ftirme seviyesine indirilebilir.<\/p>\n
G\u00f6r\u00fc\u015fmeler, n\u00fckleer zenginle\u015ftirmeye \u201cg\u00f6n\u00fcll\u00fc ara\u201d verilmesini de kaps\u0131yor. ABD 20 y\u0131l, \u0130ran ise be\u015f y\u0131l \u00f6neriyor. Axios, bu hafta sonu \u0130slamabad\u2019da, Pakistan\u2019\u0131n arabuluculu\u011funda ve M\u0131s\u0131r ile T\u00fcrkiye\u2019nin deste\u011fiyle yeni g\u00f6r\u00fc\u015fmeler olabilece\u011fini; ancak anla\u015fmazl\u0131klar\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtti.<\/p>\n
\u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Aragh\u00e7i, Cuma g\u00fcn\u00fc, L\u00fcbnan\u2019daki ate\u015fkesle uyumlu olarak ate\u015fkes s\u00fcresi boyunca t\u00fcm ticari gemilerin H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7ebilece\u011fini s\u00f6yledi.<\/p>\n
Piyasalarda ABD Dolar Endeksi (DXY: dolar\u0131n di\u011fer b\u00fcy\u00fck para birimlerine kar\u015f\u0131 de\u011ferini g\u00f6steren endeks) %0,37 d\u00fc\u015ferek 97,80\u2019e indi. WTI ABD petrol\u00fc (ABD ham petrol g\u00f6stergesi) %7,70 gerileyerek 82,70 dolara d\u00fc\u015ft\u00fc; bu seviye bir aydan uzun s\u00fcrenin en d\u00fc\u015f\u00fc\u011f\u00fc oldu.<\/p>\n
2025\u2019te ABD-\u0130ran anla\u015fmas\u0131 konu\u015fulunca petrol fiyatlar\u0131 sert d\u00fc\u015fm\u00fc\u015f, dolar zay\u0131flam\u0131\u015ft\u0131. WTI\u2019\u0131n 82 dolar civar\u0131na inmesinde, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7i\u015fin kal\u0131c\u0131 olarak a\u00e7\u0131k kalaca\u011f\u0131 beklentisi etkiliydi. Bug\u00fcn g\u00f6r\u00fcld\u00fc\u011f\u00fc gibi bu iyimserlik erkenmi\u015f.<\/p>\n
Ge\u00e7en y\u0131l konu\u015fulan kapsaml\u0131 anla\u015fma tam olarak hayata ge\u00e7medi; piyasada belirsizlik uzad\u0131. Do\u011frudan \u00e7at\u0131\u015fmadan ka\u00e7\u0131n\u0131lsa da, temel gerilimler k\u00fcresel tedarik zincirleri i\u00e7in \u00f6nemli bir unsur olmaya devam ediyor. Nisan 2026 itibar\u0131yla k\u0131smi anla\u015fmalara uyum dalgal\u0131, iki taraf\u0131n s\u00f6ylemleri de man\u015fet riskini (haber ak\u0131\u015f\u0131n\u0131n ani fiyat dalgas\u0131 yaratma riski) canl\u0131 tutuyor.<\/p>\n
Petrol \u201ct\u00fcrev \u00fcr\u00fcnleri\u201d (vadeli i\u015flemler ve opsiyonlar gibi, de\u011feri petrol fiyat\u0131na ba\u011fl\u0131 finansal \u00fcr\u00fcnler) a\u00e7\u0131s\u0131ndan bu, jeopolitik risk priminin (risk nedeniyle fiyata eklenen pay) yeniden g\u00fc\u00e7l\u00fc bi\u00e7imde g\u00fcndemde oldu\u011fu anlam\u0131na geliyor; WTI \u015fu anda varil ba\u015f\u0131na yakla\u015f\u0131k 94 dolarda. EIA verileri (ABD Enerji Enformasyon \u0130daresi) k\u00fcresel stoklar\u0131n son \u00e7eyrekte g\u00fcnl\u00fck 1,5 milyon varilden fazla darald\u0131\u011f\u0131n\u0131 g\u00f6steriyor; bu da H\u00fcrm\u00fcz\u2019de olas\u0131 bir aksaman\u0131n etkisini daha kritik hale getiriyor. Bu nedenle, ham petrol vadeli i\u015flemleri \u00fczerine uzun vadeli al\u0131m opsiyonlar\u0131 (call: belirli fiyattan alma hakk\u0131) almak, \u00f6n\u00fcm\u00fczdeki haftalarda olas\u0131 ani t\u0131rman\u0131\u015fa kar\u015f\u0131 pozisyon almak i\u00e7in makul bir strateji olarak g\u00f6r\u00fcl\u00fcyor.<\/p>\n
ABD Dolar Endeksi (DXY), 2025\u2019te tansiyon d\u00fc\u015ferken k\u0131sa s\u00fcreli 97,80\u2019i g\u00f6rm\u00fc\u015ft\u00fc; \u015fimdi 105\u2019in \u00fczerinde. Bu, oda\u011f\u0131n Orta Do\u011fu\u2019dan ABD i\u00e7 enflasyonuna kayd\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Mart 2026 T\u00dcFE raporunda (CPI: t\u00fcketici fiyat endeksi) y\u0131ll\u0131k enflasyon %3,2 oldu. Dolar\u0131n y\u00f6n\u00fc art\u0131k jeopolitik man\u015fetlerden \u00e7ok, Fed\u2019in faiz kararlar\u0131na ba\u011fl\u0131.<\/p>\n
Sonu\u00e7ta izlenmesi gereken de\u011fi\u015fken \u201cz\u0131mni oynakl\u0131k\u201d (implied volatility: opsiyon fiyatlar\u0131n\u0131n ima etti\u011fi beklenen dalgalanma). CBOE Ham Petrol Oynakl\u0131k Endeksi (OVX: petrol opsiyonlar\u0131ndan t\u00fcretilen oynakl\u0131k g\u00f6stergesi), 2025 g\u00f6r\u00fc\u015fmelerinde 35\u2019in alt\u0131na inmi\u015fti; 2026\u2019n\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcnde 48\u2019in \u00fczerinde seyretti. Bu, piyasalar\u0131n sert fiyat hareketi ihtimalini y\u00fcksek g\u00f6rd\u00fc\u011f\u00fcn\u00fc; bu nedenle oynakl\u0131kta d\u00fc\u015f\u00fc\u015fe oynaman\u0131n maliyetli, korunma i\u00e7in opsiyon sahibi olman\u0131n ise daha avantajl\u0131 olabilece\u011fini g\u00f6steriyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Son dakika: ABD-\u0130ran \u00fc\u00e7 sayfal\u0131k \u00f6n mutabakat\u0131 masada. 20 milyar dolar varl\u0131k serbestisi kar\u015f\u0131l\u0131\u011f\u0131 uranyum stoku azalt\u0131m\u0131, g\u00f6n\u00fcll\u00fc ara tart\u0131\u015fmas\u0131 s\u00fcr\u00fcyor; petrol d\u00fc\u015ft\u00fc, risk primi\/OVX y\u00fckseldi.<\/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-44899","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\/44899","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=44899"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44899\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44899"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44899"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44899"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}