Ham petrol fiyatlar\u0131, ge\u00e7en hafta ya\u015fanan d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan Pazartesi g\u00fcn\u00fc y\u00fckseldi. Brent yeniden varil ba\u015f\u0131na 112 dolar\u0131n \u00fczerine \u00e7\u0131karken, WTI 100 dolar\u0131n \u00fcst\u00fcne t\u0131rmanarak yakla\u015f\u0131k 103 dolara ula\u015ft\u0131. Her iki kontrat da g\u00fcn i\u00e7inde y\u00fczde birka\u00e7l\u0131k art\u0131\u015f kaydetti.<\/p>\n
Brent haftan\u0131n yeni zirvesini g\u00f6r\u00fcrken, WTI Nisan sonundaki yakla\u015f\u0131k 107 dolarl\u0131k tepesinin alt\u0131nda kald\u0131. Fiyatlar, \u015eubat sonundaki \u00e7at\u0131\u015fmalar\u0131n ba\u015flamas\u0131ndan bu yana yakla\u015f\u0131k %50 artt\u0131.<\/p>\n
BAE, \u0130ran\u2019dan f\u0131rlat\u0131lan 12 balistik f\u00fcze (uzun menzilli, y\u00fcksek h\u0131zda ilerleyen f\u00fcze), \u00fc\u00e7 seyir f\u00fczesi (daha al\u00e7aktan u\u00e7arak hedefe y\u00f6nelen f\u00fcze) ve d\u00f6rt \u0130HA\u2019y\u0131 (insans\u0131z hava arac\u0131) \u00f6nledi\u011fini a\u00e7\u0131klad\u0131. F\u00fcceyra petrol merkezindeki yang\u0131n\u0131n, bir \u0130HA sald\u0131r\u0131s\u0131yla ba\u011flant\u0131l\u0131 oldu\u011fu belirtildi.<\/p>\n
ABD, Project Freedom kapsam\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki faaliyetlerini art\u0131rd\u0131. Bu kapsamda g\u00fcd\u00fcml\u00fc f\u00fcze destroyerleri (geli\u015fmi\u015f f\u00fcze sistemli sava\u015f gemileri) ile 100\u2019den fazla u\u00e7ak ve insans\u0131z platform kullan\u0131larak tarafs\u0131z ticari gemilere refakat ediliyor. \u0130ran ise ABD\u2019yi H\u00fcrm\u00fcz\u2019den uzak durmas\u0131 konusunda uyard\u0131.<\/p>\n
Haberlere g\u00f6re Ba\u015fkan Donald Trump, \u0130ran\u2019\u0131n bo\u011faz\u0131 yeniden a\u00e7ma kar\u015f\u0131l\u0131\u011f\u0131nda ABD\u2019nin \u0130ran limanlar\u0131na uygulad\u0131\u011f\u0131 ablukay\u0131 kald\u0131rma teklifini reddetti. Ablukan\u0131n, daha geni\u015f bir n\u00fckleer anla\u015fma sa\u011flanana kadar y\u00fcr\u00fcrl\u00fckte kalaca\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Goldman Sachs, kapanmalar ve sald\u0131r\u0131lar\u0131n k\u00fcresel arzdan g\u00fcnl\u00fck yakla\u015f\u0131k 14,5 milyon varili devre d\u0131\u015f\u0131 b\u0131rakt\u0131\u011f\u0131n\u0131 tahmin etti. IEA (Uluslararas\u0131 Enerji Ajans\u0131) ise bunu kay\u0131tlardaki en b\u00fcy\u00fck petrol kesintisi olarak niteledi. Goldman ayr\u0131ca Nisan ay\u0131 talebinin, \u015eubat\u2019a g\u00f6re g\u00fcnl\u00fck 3,6 milyon varile kadar daha d\u00fc\u015f\u00fck olabilece\u011fini; d\u00fc\u015f\u00fc\u015f\u00fcn havac\u0131l\u0131k yak\u0131t\u0131 ve petrokimyada (petrol ve do\u011falgazdan \u00fcretilen kimyasal \u00fcr\u00fcnler) zay\u0131fl\u0131ktan kaynakland\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Ge\u00e7en y\u0131lki ablukan\u0131n yol a\u00e7t\u0131\u011f\u0131 b\u00fcy\u00fck arz kesintisi tam olarak \u00e7\u00f6z\u00fclemedi; bu da k\u00fcresel stoklar\u0131 (depodaki toplam petrol miktar\u0131) s\u0131k\u0131 tutuyor. ABD Stratejik Petrol Rezervi (devletin acil durum i\u00e7in tuttu\u011fu petrol stoku) 1983\u2019ten bu yana en d\u00fc\u015f\u00fck seviyede, bu da Washington\u2019\u0131n yeni fiyat s\u0131\u00e7ramalar\u0131n\u0131 s\u0131n\u0131rlama g\u00fcc\u00fcn\u00fc azalt\u0131yor. OPEC+ (OPEC \u00fclkeleri ve Rusya gibi ortaklar\u0131) da temkinli davranarak \u00fcretim disiplinini koruyor ve Brent\u2019in mevcut yakla\u015f\u0131k 98 dolar seviyesinin etraf\u0131nda desteklenmesine \u00e7al\u0131\u015f\u0131yor.<\/p>\n
T\u00fcrev \u00fcr\u00fcn (dayanak varl\u0131\u011fa ba\u011fl\u0131 s\u00f6zle\u015fmeler) yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in bu tablo, ima edilen oynakl\u0131\u011f\u0131n (opsiyon fiyatlar\u0131n\u0131n i\u015faret etti\u011fi beklenen dalgalanma) y\u00fcksek kalabilece\u011fi anlam\u0131na geliyor. Bu da straddle gibi opsiyon stratejilerini (ayn\u0131 vadede ayn\u0131 kullan\u0131m fiyatl\u0131 al\u0131m ve sat\u0131m opsiyonu birlikte) sert fiyat hareketlerine y\u00f6nelik daha cazip k\u0131labilir. \u0130lk 2025 arz \u015fokunda sert \u015fekilde a\u00e7\u0131lan Brent-WTI fark\u0131 (iki petrol t\u00fcr\u00fc aras\u0131ndaki fiyat fark\u0131) \u00f6nemini koruyor; Orta Do\u011fu gerilimi deniz yoluyla ta\u015f\u0131nan petrolde fiyatlamay\u0131 daha fazla etkileyebilir. Bo\u011fazda t\u0131rmanmaya i\u015faret eden her haber ak\u0131\u015f\u0131nda bu fark\u0131n yeniden geni\u015flemesi beklenebilir.<\/p>\n
Bununla birlikte denklemin talep taraf\u0131 izlenmeli; bir y\u0131ld\u0131r s\u00fcren y\u00fcksek enerji maliyetleri sonras\u0131 zay\u0131flama sinyalleri var. IMF\u2019nin (Uluslararas\u0131 Para Fonu) son enflasyon verileri, k\u00fcresel man\u015fet enflasyonun (genel t\u00fcketici enflasyonu) b\u00fcy\u00fck \u00f6l\u00e7\u00fcde enerji kaynakl\u0131 olarak %4\u2019\u00fcn \u00fczerinde kald\u0131\u011f\u0131n\u0131 ve bunun ekonomik faaliyeti yava\u015flatmaya ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. K\u00fcresel \u00f6l\u00e7ekte e\u015fg\u00fcd\u00fcml\u00fc bir yava\u015flama sinyali, fiyatlarda yukar\u0131 y\u00f6n\u00fc s\u0131n\u0131rlayarak a\u015f\u0131r\u0131 iyimser pozisyonlar i\u00e7in risk yaratabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Petrolde kritik e\u015fik: Brent 112 dolar\u0131n \u00fcst\u00fcne, WTI 103\u2019e \u00e7\u0131kt\u0131. H\u00fcrm\u00fcz gerilimi arz\u0131 s\u0131k\u0131\u015ft\u0131r\u0131yor, IEA rekor kesinti diyor. Ancak zay\u0131flayan talep ve y\u00fcksek oynakl\u0131k y\u00fckseli\u015fi s\u0131n\u0131rlayabilir.<\/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-46135","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\/46135","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=46135"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46135\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46135"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46135"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46135"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}