WTI tipi ham petrol, s\u0131n\u0131rl\u0131 y\u00fckseli\u015flerin ard\u0131ndan Sal\u0131 g\u00fcn\u00fc Asya i\u015flemlerinde varil ba\u015f\u0131na 85,40 dolar civar\u0131nda geriledi. Yak\u0131n vadeli arz endi\u015feleri azal\u0131nca fiyatlar gev\u015fedi. \u0130ran\u2019\u0131n, ate\u015fkes s\u00fcresi dolmadan \u00f6nce ABD ile ikinci tur g\u00f6r\u00fc\u015fmeler i\u00e7in \u0130slamabad\u2019a bir heyet g\u00f6nderece\u011fine dair haberler etkili oldu.<\/p>\n
Bloomberg\u2019e g\u00f6re ABD Ba\u015fkan\u0131 Donald Trump, Ba\u015fkan Yard\u0131mc\u0131s\u0131 JD Vance\u2019in m\u00fczakereleri yeniden ba\u015flatmak \u00fczere Pakistan\u2019a \u201csal\u0131 gecesi ya da \u00e7ar\u015famba sabah\u0131\u201d gidece\u011fini s\u00f6yledi. Trump ayr\u0131ca bu hafta anla\u015fma \u00e7\u0131kmazsa ate\u015fkesin uzat\u0131lmas\u0131n\u0131n olas\u0131 olmad\u0131\u011f\u0131n\u0131, anla\u015fma sa\u011flanana kadar H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n kapal\u0131 kalaca\u011f\u0131n\u0131 ifade etti.<\/p>\n
Hafta sonu ya\u015fanan gerilimin ard\u0131ndan pazartesi g\u00fcn\u00fc H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan gemi ge\u00e7i\u015fleri yava\u015flad\u0131. \u0130ran\u2019\u0131n gemilere uyar\u0131 ama\u00e7l\u0131 ate\u015f a\u00e7t\u0131\u011f\u0131, ABD ordusunun da \u0130ran\u2019a ait bir y\u00fck gemisine el koydu\u011fu bildirildi. Reuters\u2019\u0131n gemi takip verilerine dayand\u0131rd\u0131\u011f\u0131 habere g\u00f6re 12 saat i\u00e7inde K\u00f6rfez\u2019den bir gemi \u00e7\u0131kt\u0131, iki gemi giri\u015f yapt\u0131. Normalde g\u00fcnl\u00fck ak\u0131\u015f yakla\u015f\u0131k 130 gemi.<\/p>\n
Reuters, Citi\u2019ye (Citigroup) dayand\u0131rarak, aksamalar\u0131n bir ay daha s\u00fcrmesi halinde kayb\u0131n yakla\u015f\u0131k 1,3 milyar varile ula\u015fabilece\u011fini ve 2026\u2019n\u0131n 2. \u00e7eyre\u011finde fiyatlar\u0131n 110 dolara yakla\u015fabilece\u011fini yazd\u0131. Bloomberg, Kuveyt\u2019in abluka nedeniyle petrol sevkiyatlar\u0131nda \u201cforce majeure\u201d (m\u00fccbir sebep: kontrol d\u0131\u015f\u0131 ola\u011fan\u00fcst\u00fc durum nedeniyle s\u00f6zle\u015fmesel y\u00fck\u00fcml\u00fcl\u00fcklerin ge\u00e7ici olarak ask\u0131ya al\u0131nmas\u0131) ilan etti\u011fini aktard\u0131. Societe Generale ise talebin \u015fimdiden yakla\u015f\u0131k %3 d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc tahmin etti.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131, k\u00fcresel petrol t\u00fcketiminin yakla\u015f\u0131k %20\u2019sini ta\u015f\u0131yor; bu da g\u00fcnde yakla\u015f\u0131k 21 milyon varile denk geliyor. Uzun s\u00fcreli kapanma, bu arz\u0131n piyasadan \u00e7ekilmesi anlam\u0131na gelir ve 110 dolar senaryosunu ger\u00e7ek\u00e7i hale getirir; Kuveyt\u2019in m\u00fccbir sebep ilan\u0131 da bu riskin b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fc yans\u0131t\u0131yor.<\/p>\n
Buna kar\u015f\u0131l\u0131k, diplomatik bir sonu\u00e7 \u00e7\u0131kmas\u0131 halinde \u201cjeopolitik risk primi\u201d (siyasi\/askeri gerilim nedeniyle fiyata eklenen fazladan bedel) h\u0131zla silinebilir ve fiyatlar d\u00fc\u015f\u00fck 80 dolar seviyelerine geri \u00e7ekilebilir. Piyasada y\u00fckseli\u015f y\u00f6nl\u00fc pozisyon ta\u015f\u0131yanlar, fiyat d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 \u201cput opsiyonu\u201d (belirli fiyattan satma hakk\u0131 veren s\u00f6zle\u015fme) alarak korunabilir. Talepte bildirilen %3\u2019l\u00fck d\u00fc\u015f\u00fc\u015f, olas\u0131 arz krizinin bask\u0131s\u0131n\u0131n \u015fimdiden hissedildi\u011fini g\u00f6steriyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Petrolde kritik e\u015fik: WTI 85,40 dolara gerilerken arz kayg\u0131s\u0131 diplomasiyle zay\u0131flad\u0131. H\u00fcrm\u00fcz\u2019de sevkiyat aks\u0131yor; uzayan kapanma 110 dolar senaryosunu g\u00fc\u00e7lendiriyor, anla\u015fma risk primini silip 80\u2019lere \u00e7ekebilir.<\/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-45086","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\/45086","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=45086"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45086\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45086"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45086"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45086"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}