{"id":46910,"date":"2026-05-18T19:19:34","date_gmt":"2026-05-18T19:19:34","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/orta-dogudaki-catisma-baedeki-kesintiler-ve-yaptirimlar-kuresel-petrol-arzini-sikilastirirken-brent-110-dolarin-uzerine-cikti\/"},"modified":"2026-05-18T19:19:34","modified_gmt":"2026-05-18T19:19:34","slug":"orta-dogudaki-catisma-baedeki-kesintiler-ve-yaptirimlar-kuresel-petrol-arzini-sikilastirirken-brent-110-dolarin-uzerine-cikti","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/orta-dogudaki-catisma-baedeki-kesintiler-ve-yaptirimlar-kuresel-petrol-arzini-sikilastirirken-brent-110-dolarin-uzerine-cikti\/","title":{"rendered":"Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fma, BAE\u2019deki kesintiler ve yapt\u0131r\u0131mlar k\u00fcresel petrol arz\u0131n\u0131 s\u0131k\u0131la\u015ft\u0131r\u0131rken Brent 110 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131"},"content":{"rendered":"

Orta Do\u011fu\u2019daki gerilim ve rafinerilerdeki kapasite k\u0131s\u0131tlar\u0131 petrol fiyatlar\u0131n\u0131 yukar\u0131 ta\u015f\u0131yor. Brent, Borsa Asya-Pasifik (APAC) a\u00e7\u0131l\u0131\u015f\u0131nda BAE\u2019deki bir n\u00fckleer tesise d\u00fczenlenen \u0130HA (insans\u0131z hava arac\u0131) sald\u0131r\u0131s\u0131, ABD ile g\u00f6r\u00fc\u015fmelerin t\u0131kanmas\u0131 ve Pakistan, Katar ve \u0130ran\u2019\u0131n devreye girdi\u011fi mekik diplomasisi nedeniyle %2 y\u00fckseldi.<\/p>\n

Brent\u2019in 110 dolar\u0131 test etmesi Paris\u2019teki G7 Maliye toplant\u0131s\u0131n\u0131n g\u00fcndemindeydi. Havayolu seferlerinin durmas\u0131 ve rafineri kapasitesindeki s\u0131n\u0131rlamalar konusunda da endi\u015feler vard\u0131.<\/p>\n

Uae Supply Disruptions And Export Rerouting<\/h3>\n

B\u00f6lgesel \u00e7at\u0131\u015fma nedeniyle BAE\u2019nin ham petrol \u00fcretimi g\u00fcnl\u00fck 3 milyon varilin (bpd: g\u00fcnde varil) \u00fczerindeyken 1,8\u20132,1 milyon varile geriledi. BAE ayr\u0131ca OPEC\/OPEC+ (petrol ihracat\u00e7\u0131s\u0131 \u00fclkeler ve baz\u0131 ortak \u00fcreticilerin arz\u0131 koordine etti\u011fi grup) ile ba\u011flant\u0131l\u0131 politika de\u011fi\u015fiklikleri \u00fczerinde \u00e7al\u0131\u015f\u0131yor ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7meyen ihracat g\u00fczerg\u00e2hlar\u0131n\u0131 geni\u015fletiyor.<\/p>\n

ABD, Rus ham petrol\u00fcn\u00fcn baz\u0131 sat\u0131\u015flar\u0131na y\u00f6nelik yapt\u0131r\u0131m muafiyetinin (belirli sat\u0131\u015flara ge\u00e7ici izin) s\u00fcresinin dolmas\u0131na izin verdi. Bu ad\u0131m, \u0130ran sava\u015f\u0131yla ba\u011flant\u0131l\u0131 k\u00fcresel piyasalarda arz\u0131n s\u0131k\u0131\u015ft\u0131\u011f\u0131 d\u00f6nemde g\u00f6r\u00fclen k\u0131sa s\u00fcreli gev\u015femenin bitti\u011fi anlam\u0131na geliyor. Rus ve \u0130ran ham petrol\u00fcn\u00fc etkileyen di\u011fer ABD yapt\u0131r\u0131m muafiyetlerinin de yak\u0131nda s\u00fcresi dolacak.<\/p>\n

Abu Dabi, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 baypas etmek i\u00e7in Bat\u0131\u2013Do\u011fu boru hatt\u0131 projesini h\u0131zland\u0131rarak 2027\u2019ye kadar ihracat kapasitesini iki kat\u0131na \u00e7\u0131karmay\u0131 hedefliyor. Ama\u00e7, ihracat ak\u0131\u015flar\u0131n\u0131n (petrol sevkiyat\u0131n\u0131n) daha g\u00fcvenilir olmas\u0131n\u0131 sa\u011flamak.<\/p>\n

Options Positioning For Higher Prices<\/h3>\n

Belirli Rus ve \u0130ran ham petrol\u00fc sat\u0131\u015flar\u0131na y\u00f6nelik ABD yapt\u0131r\u0131m muafiyetlerinin sona ermesi, fiyatlar\u0131 yukar\u0131 iten \u00f6nemli bir unsur. Bu hamle, yakla\u015f\u0131k 1,1 milyon varilin\/g\u00fcn \u201cyasal olarak eri\u015filebilir\u201d (yapt\u0131r\u0131ma tak\u0131lmadan al\u0131nabilir) k\u00fcresel piyasadan \u00e7ekilmesi anlam\u0131na geliyor; bu \u00f6l\u00e7ekte bir durum 2022\u2019deki ilk yapt\u0131r\u0131m dalgas\u0131ndan beri g\u00f6r\u00fclmemi\u015fti. Piyasan\u0131n bu politika de\u011fi\u015fikli\u011finin etkisini h\u00e2l\u00e2 tam fiyatlamad\u0131\u011f\u0131 d\u00fc\u015f\u00fcn\u00fcl\u00fcyor.<\/p>\n

BAE \u00fcretiminin yakla\u015f\u0131k 2 milyon varil\/g\u00fcn seviyesine inmesi \u00f6nemli bir risk. \u00dclkenin OPEC+ \u00e7izgisinden uzakla\u015f\u0131p daha ba\u011f\u0131ms\u0131z bir politika izlemesi, belirsizli\u011fi art\u0131r\u0131yor. Bu durum CBOE Ham Petrol Volatilite Endeksi\u2019ne (OVX: opsiyon fiyatlar\u0131ndan t\u00fcretilen, beklenen fiyat oynakl\u0131\u011f\u0131n\u0131 g\u00f6steren endeks) de yans\u0131d\u0131; endeks 58 ile son 6 ay\u0131n zirvesine \u00e7\u0131kt\u0131. Bu, yat\u0131r\u0131mc\u0131lar\u0131n sert fiyat dalgalanmalar\u0131n\u0131 fiyatlad\u0131\u011f\u0131 anlam\u0131na geliyor.<\/p>\n

Bu \u00e7er\u00e7evede, Temmuz ve A\u011fustos vadeli WTI ve Brent kontratlar\u0131nda al\u0131m opsiyonlar\u0131yla (call option: belirli bir fiyattan alma hakk\u0131) y\u00fckseli\u015f y\u00f6nl\u00fc pozisyon almak veya art\u0131rmak \u00f6ne \u00e7\u0131k\u0131yor. Brent\u2019te 115 dolar kullan\u0131m fiyatl\u0131 al\u0131m opsiyonu al\u0131p 125 dolar kullan\u0131m fiyatl\u0131 al\u0131m opsiyonu satmaya dayanan \u201cbull call spread\u201d (y\u00fckseli\u015f spreddi: maliyeti d\u00fc\u015f\u00fcr\u00fcr, kazanc\u0131 belli bir seviyede s\u0131n\u0131rlar, riski azalt\u0131r) daha d\u00fc\u015f\u00fck maliyetli bir y\u00f6ntem olabilir. Orta Do\u011fu\u2019daki gerilimde olas\u0131 t\u0131rmanma, bir sonraki y\u00fckseli\u015f dalgas\u0131 i\u00e7in ana tetikleyici olarak izleniyor.<\/p>\n","protected":false},"excerpt":{"rendered":"

Petrolde tansiyon y\u00fckseliyor: Orta Do\u011fu gerilimi, BAE\u2019de \u0130HA sald\u0131r\u0131s\u0131 ve yapt\u0131r\u0131m muafiyetlerinin biti\u015fi Brent\u2019i %2 z\u0131platt\u0131. Arz s\u0131k\u0131\u015f\u0131yor, Brent 110\u2019u test ediyor; volatilite 6 ay\u0131n zirvesinde.<\/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-46910","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\/46910","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=46910"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46910\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46910"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46910"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46910"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}