Baker Hughes, ABD\u2019de aktif petrol sondaj kulesi say\u0131s\u0131n\u0131n 408\u2019e y\u00fckseldi\u011fini bildirdi.<\/p>\n
\u00d6nceki say\u0131 407\u2019ydi; toplam 1 kule artt\u0131.<\/p>\n
Aktif petrol sondaj kulesi say\u0131s\u0131 408\u2019e \u00e7\u0131kt\u0131; art\u0131\u015f sadece 1. Bu s\u0131n\u0131rl\u0131 de\u011fi\u015fim, enerji fiyatlar\u0131 g\u00fc\u00e7l\u00fc olsa da \u00fcreticilerin sondaj\u0131 h\u0131zla b\u00fcy\u00fctmedi\u011fini g\u00f6steriyor. Bu durum, kaya petrol\u00fc (shale: kaya\u00e7lardan \u00e7\u0131kar\u0131lan petrol) \u00fcreticilerinin harcamalarda temkinli kald\u0131\u011f\u0131na ve arz\u0131n aniden s\u0131\u00e7rama olas\u0131l\u0131\u011f\u0131n\u0131n d\u00fc\u015f\u00fck oldu\u011funa i\u015faret ediyor.<\/p>\n
Sondaj faaliyetindeki bu yatay g\u00f6r\u00fcn\u00fcm, ham petrol fiyatlar\u0131nda mevcut taban\u0131n korunmas\u0131na yard\u0131mc\u0131 oluyor. WTI (West Texas Intermediate: ABD referans ham petrol\u00fc) 90 dolar\/varil seviyesinin \u00fczerinde tutunuyor. Opsiyon piyasas\u0131nda bu tablo, z\u0131mni oynakl\u0131\u011f\u0131n (implied volatility: opsiyon fiyatlar\u0131n\u0131n ima etti\u011fi beklenen dalgalanma) d\u00fc\u015f\u00fck kalabilece\u011fine i\u015faret ediyor; piyasa ABD kaynakl\u0131 b\u00fcy\u00fck bir arz \u015foku beklemiyor. Bu da y\u00f6nl\u00fc pozisyon almak isteyenler i\u00e7in opsiyonlar\u0131n g\u00f6rece daha d\u00fc\u015f\u00fck maliyetli olabilece\u011fi anlam\u0131na geliyor.<\/p>\n
Ge\u00e7mi\u015fe bak\u0131ld\u0131\u011f\u0131nda kule say\u0131s\u0131 2025 sonuna do\u011fru 400 civar\u0131ndayd\u0131 ve o g\u00fcnden bu yana yava\u015f y\u00fckseldi. Bu kademeli art\u0131\u015f, son 10 y\u0131ldaki h\u0131zl\u0131 y\u00fckseli\u015f-sert d\u00fc\u015f\u00fc\u015f d\u00f6nemlerinden belirgin \u015fekilde ayr\u0131\u015f\u0131yor. \u00dcreticilerin bu kontroll\u00fc yakla\u015f\u0131m\u0131, piyasadaki dengenin korunmas\u0131nda \u00f6nemli rol oynuyor.<\/p>\n
ABD Enerji Enformasyon \u0130daresi\u2019nin (EIA: ABD\u2019nin resmi enerji veri kurumu) ge\u00e7en haftaki stok raporu, 2,1 milyon varillik d\u00fc\u015f\u00fc\u015f (draw: stoklar\u0131n azalmas\u0131) g\u00f6sterdi; bu, analist beklentilerinin \u00fczerindeydi. Stoklar\u0131n d\u00fc\u015fmesi ve kule say\u0131s\u0131n\u0131n neredeyse ayn\u0131 kalmas\u0131, talebin yeni \u00fcretimi bir miktar a\u015ft\u0131\u011f\u0131 bir g\u00f6r\u00fcn\u00fcme i\u015faret ediyor. Bu temel g\u00f6r\u00fcn\u00fcm, ham petrol vadeli kontratlar\u0131nda (futures: ileri tarihte teslim fiyat\u0131 sabitlenen s\u00f6zle\u015fmeler) y\u00fckseli\u015f beklentisini destekliyor.<\/p>\n
Ayr\u0131ca yakla\u015fan OPEC+ toplant\u0131s\u0131 izleniyor. Piyasa genel beklentisi, mevcut \u00fcretim kotalar\u0131n\u0131n (output quotas: \u00fclkelerin \u00fcretim s\u0131n\u0131rlar\u0131) korunaca\u011f\u0131 y\u00f6n\u00fcnde. Hem ABD kaya petrol\u00fcnden hem de OPEC+ cephesinden yeni arz\u0131n s\u0131n\u0131rl\u0131 kalmas\u0131 durumunda, petrol fiyatlar\u0131n\u0131n yataydan yukar\u0131 y\u00f6nl\u00fc hareket etmesi daha olas\u0131 g\u00f6r\u00fcn\u00fcyor. \u00d6n\u00fcm\u00fczdeki haftalarda belirleyici unsur, bu s\u0131k\u0131 arz g\u00f6r\u00fcn\u00fcm\u00fc olacak.<\/p>\n
Bu \u00e7er\u00e7evede, temmuz veya a\u011fustos vadeli WTI kontratlar\u0131nda al\u0131m opsiyonu spread\u2019i (call spread: ayn\u0131 vadede farkl\u0131 kullan\u0131m fiyatlar\u0131ndan al\u0131m opsiyonu al\u0131p satmak) ile yaz aylar\u0131nda olas\u0131 fiyat art\u0131\u015f\u0131na pozisyon al\u0131nabilece\u011fi de\u011ferlendiriliyor. Bu strateji, riski s\u0131n\u0131rlayarak mevsimsel g\u00fc\u00e7l\u00fc talebe kat\u0131lma imk\u00e2n\u0131 verirken arz\u0131n k\u0131s\u0131tl\u0131 kalmas\u0131ndan faydalanmay\u0131 hedefler. Kule say\u0131s\u0131ndaki minimal art\u0131\u015f, fiyat\u0131n sert \u015fekilde gerileme olas\u0131l\u0131\u011f\u0131n\u0131n daha d\u00fc\u015f\u00fck oldu\u011funa i\u015faret ediyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Petrolde sinyal net: ABD\u2019da aktif kule say\u0131s\u0131 408\u2019e \u00e7\u0131kt\u0131, art\u0131\u015f yaln\u0131zca 1. \u00dcretici temkinli, EIA stoklar\u0131 2,1 milyon varil d\u00fc\u015ft\u00fc; WTI 90$ \u00fcst\u00fcnde, opsiyonda maliyet d\u00fc\u015f\u00fck kalabilir.<\/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-45994","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\/45994","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=45994"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45994\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45994"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45994"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45994"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}