Birle\u015fik Arap Emirlikleri (BAE), Reuters\u2019\u0131n sal\u0131 g\u00fcn\u00fc ge\u00e7ti\u011fi habere g\u00f6re 1 May\u0131s\u2019ta Petrol \u0130hra\u00e7 Eden \u00dclkeler \u00d6rg\u00fct\u00fc\u2019nden (OPEC) ayr\u0131lacak. Ad\u0131m, \u0130ran sava\u015f\u0131yla ba\u011flant\u0131l\u0131 enerji krizi d\u00f6neminde gelirken, K\u00f6rfez \u00fclkeleri aras\u0131nda g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131n artt\u0131\u011f\u0131na dair haberler \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Haberde, OPEC \u00fcyesi \u0130ran\u2019\u0131n haftalard\u0131r BAE\u2019ye f\u00fcze ve insans\u0131z hava arac\u0131 (\u0130HA) sald\u0131r\u0131lar\u0131 d\u00fczenledi\u011fi belirtildi. Ayr\u0131ca \u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda gemilere y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131n, BAE\u2019nin petrol ihracat kapasitesini k\u0131s\u0131tlad\u0131\u011f\u0131 ve ekonominin kritik bir kalemini olumsuz etkiledi\u011fi ifade edildi.<\/p>\n
BAE Enerji Bakan\u0131 Suhail Al Mazrouei, ayr\u0131l\u0131\u011f\u0131n petrol fiyatlar\u0131 ile OPEC ve OPEC+ \u00fczerinde (OPEC+; OPEC\u2019e ek olarak Rusya gibi OPEC d\u0131\u015f\u0131 \u00fcreticilerin de yer ald\u0131\u011f\u0131 \u00fcretici grubu) en az etki yarataca\u011f\u0131n\u0131 s\u00f6yledi. Haber yaz\u0131l\u0131rken ABD tipi ham petrol WTI (West Texas Intermediate; ABD\u2019de referans kabul edilen ham petrol t\u00fcr\u00fc) g\u00fcn i\u00e7inde %2,15 art\u0131\u015fla 97,00 dolardayd\u0131.<\/p>\n
Ham petrol opsiyonlar\u0131nda (opsiyon; belirli bir tarihe kadar, belirli bir fiyattan al\u0131m-sat\u0131m hakk\u0131 veren t\u00fcrev ara\u00e7) \u00f6n\u00fcm\u00fczdeki haftalarda \u201cz\u0131mni oynakl\u0131\u011f\u0131n\u201d (implied volatility; opsiyon fiyatlar\u0131n\u0131n ima etti\u011fi beklenen fiyat dalgalanmas\u0131) h\u0131zla artmas\u0131n\u0131 bekliyoruz. \u00d6zellikle H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki sevkiyat aksamalar\u0131 s\u00fcrerken bu risk y\u00fckseliyor. Ge\u00e7mi\u015fte benzer jeopolitik gerilimlerde, \u00f6rne\u011fin 2022\u2019de Ukrayna sava\u015f\u0131n\u0131n ba\u015flang\u0131c\u0131nda, oynakl\u0131k g\u00f6stergeleri \u00e7ok k\u0131sa s\u00fcrede iki kat\u0131na \u00e7\u0131km\u0131\u015ft\u0131. Yat\u0131r\u0131mc\u0131lar, fiyat\u0131n her iki y\u00f6nde de sert hareketinden faydalanmak i\u00e7in straddle veya strangle (farkl\u0131 kullan\u0131m fiyatlar\u0131ndan, ayn\u0131 vade i\u00e7in al\u0131m ve sat\u0131m opsiyonlar\u0131n\u0131 birlikte alma stratejileri) de\u011ferlendirebilir.<\/p>\n
\u00c7at\u0131\u015fman\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda yo\u011funla\u015fmas\u0131, deniz yoluyla ta\u015f\u0131nan ham petrole do\u011frudan bask\u0131 yap\u0131yor. Bu durum a\u011f\u0131rl\u0131kl\u0131 olarak Brent fiyat\u0131n\u0131 etkiliyor. Sonu\u00e7 olarak Brent-WTI fark\u0131 (spread; iki fiyat aras\u0131ndaki makas) belirgin \u015fekilde a\u00e7\u0131ld\u0131 ve son d\u00f6nemde 9 dolar\u0131n \u00fczeriyle \u00e7ok y\u0131ll\u0131k zirvelere yakla\u015ft\u0131. B\u00f6lgesel gerilim artarsa bu makas\u0131n daha da a\u00e7\u0131lmas\u0131na y\u00f6nelik pozisyonlarda f\u0131rsat g\u00f6r\u00fcyoruz.<\/p>\n","protected":false},"excerpt":{"rendered":"
Reuters: BAE 1 May\u0131s\u2019ta OPEC\u2019ten \u00e7\u0131k\u0131yor! \u0130ran sald\u0131r\u0131lar\u0131 ve H\u00fcrm\u00fcz riskleri arz endi\u015fesini b\u00fcy\u00fct\u00fcrken, petrol opsiyonlar\u0131nda oynakl\u0131k art\u0131\u015f\u0131 ve Brent-WTI makas\u0131nda yeni zirve sinyali.<\/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-45710","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\/45710","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=45710"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45710\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45710"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45710"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45710"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}