{"id":47345,"date":"2026-05-26T04:03:12","date_gmt":"2026-05-26T04:03:12","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/abd-iran-ateskesi-uzatti-hurmuzun-yeniden-acilmasi-plani-petrolu-90-dolarin-altina-cekti-volatilite-azaldi\/"},"modified":"2026-05-26T04:03:12","modified_gmt":"2026-05-26T04:03:12","slug":"abd-iran-ateskesi-uzatti-hurmuzun-yeniden-acilmasi-plani-petrolu-90-dolarin-altina-cekti-volatilite-azaldi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/abd-iran-ateskesi-uzatti-hurmuzun-yeniden-acilmasi-plani-petrolu-90-dolarin-altina-cekti-volatilite-azaldi\/","title":{"rendered":"ABD-\u0130ran Ate\u015fkesi Uzatt\u0131; H\u00fcrm\u00fcz\u2019\u00fcn Yeniden A\u00e7\u0131lmas\u0131 Plan\u0131 Petrol\u00fc 90 Dolar\u0131n Alt\u0131na \u00c7ekti, Volatilite Azald\u0131"},"content":{"rendered":"

ABD ile \u0130ran\u2019\u0131n, Nikkei\u2019nin bir kayna\u011fa dayand\u0131rd\u0131\u011f\u0131 habere g\u00f6re, nisan ba\u015f\u0131nda var\u0131lan ate\u015fkesi 60 g\u00fcn uzatma konusunda anla\u015ft\u0131\u011f\u0131 bildirildi. Belirlenen \u015fartlara g\u00f6re \u0130ran, anla\u015fmadan sonraki 30 g\u00fcn i\u00e7inde H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki may\u0131nlar\u0131 temizleyecek; b\u00f6ylece t\u00fcm \u00fclkelerin gemileri, kapanma \u00f6ncesinde oldu\u011fu gibi ge\u00e7i\u015f yapabilecek ve ge\u00e7i\u015f \u00fccreti tahsilat\u0131 sona erecek. \u00c7er\u00e7eve ayr\u0131ca, \u00e7at\u0131\u015fmalara verilen iki ayl\u0131k arada \u0130ran\u2019\u0131n n\u00fckleer m\u00fczakerelerine yeniden ba\u015flanmas\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor.<\/p>\n

\u0130ran\u2019a ait varl\u0131klar \u00fczerindeki ABD yapt\u0131r\u0131mlar\u0131nda gev\u015feme bekleniyor; ancak uygulaman\u0131n kademeli olmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. Anla\u015fman\u0131n, \u0130ran\u2019\u0131n en \u00fcst karar mercii konumundaki Dini Lideri Ayetullah M\u00fccteba Hamaney\u2019in onay\u0131n\u0131 almas\u0131 bekleniyor. Piyasalarda petrol d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrd\u00fc: ABD ham petrol\u00fc West Texas Intermediate (WTI), varil ba\u015f\u0131na 90,00 dolar\u0131n alt\u0131na inerek \u00fc\u00e7 haftan\u0131n en d\u00fc\u015f\u00fck seviyesini g\u00f6rd\u00fc; g\u00fcn i\u00e7inde kay\u0131p yakla\u015f\u0131k %7 oldu.<\/p>\n

Petrol Piyasalar\u0131 ve Jeopolitik Riskin Yeniden Fiyatlanmas\u0131<\/h3>\n

WTI ham petrol\u00fcn 90 dolar\u0131n alt\u0131na gerilemesini ge\u00e7ici bir d\u00fc\u015f\u00fc\u015ften ziyade, jeopolitik riskin (yani sava\u015f\/\u00e7at\u0131\u015fma nedeniyle arz\u0131n kesintiye u\u011frama ihtimalinin) piyasada yeniden fiyatlanmas\u0131 olarak g\u00f6r\u00fcyoruz. D\u00fcnya petrol\u00fcn\u00fcn yakla\u015f\u0131k %20\u2019sinin ge\u00e7ti\u011fi H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131lmas\u0131, \u00f6nemli bir arz darbo\u011faz\u0131n\u0131 (tedarik ak\u0131\u015f\u0131n\u0131 t\u0131kayan kritik noktay\u0131) ortadan kald\u0131r\u0131yor. Bu nedenle petrol fiyatlar\u0131n\u0131n bir s\u00fcre bask\u0131 alt\u0131nda kalmas\u0131 olas\u0131.<\/p>\n

\u0130ran petrol\u00fcn\u00fcn yeniden piyasaya d\u00f6nme ihtimali arz taraf\u0131ndaki en belirleyici unsur. Ge\u00e7mi\u015fte \u0130ran, yapt\u0131r\u0131mlar gev\u015fetildi\u011finde \u00fcretimi (g\u00fcnl\u00fck \u00e7\u0131kar\u0131m miktar\u0131n\u0131) birka\u00e7 ay i\u00e7inde g\u00fcnde 1 milyon varilin \u00fczerinde art\u0131rabildi; buna 2015\u2019teki n\u00fckleer anla\u015fma sonras\u0131 d\u00f6nem \u00f6rnek verilebilir. Bu ek arz, \u00f6n\u00fcm\u00fczdeki \u00e7eyrekte ham petrol fiyatlar\u0131nda g\u00fc\u00e7l\u00fc y\u00fckseli\u015flerin \u00f6n\u00fcne \u201ctavan\u201d koyabilir.<\/p>\n

T\u00fcrev Stratejisi ve Hisse Piyasas\u0131 G\u00f6r\u00fcn\u00fcm\u00fc<\/h3>\n

T\u00fcrev stratejisi a\u00e7\u0131s\u0131ndan bu tablo, ima edilen oynakl\u0131kta (opsiyon fiyatlar\u0131na yans\u0131yan, piyasada beklenen dalgalanma d\u00fczeyinde) sert d\u00fc\u015f\u00fc\u015fe i\u015faret ediyor. \u00c7at\u0131\u015fma nedeniyle y\u00fckselen CBOE Ham Petrol Oynakl\u0131k Endeksi (OVX) muhtemelen 30\u2019un alt\u0131na indi ve daha da gerilemesini bekliyoruz. Bu \u00e7er\u00e7evede, ham petrol vadeli i\u015flemleri ve petrolle ba\u011flant\u0131l\u0131 borsa yat\u0131r\u0131m fonlar\u0131 (ETF: bir endeks ya da sekt\u00f6r sepetini takip eden, borsada i\u015flem g\u00f6ren fon) \u00fczerinde al\u0131m opsiyonu (call: belirli fiyattan alma hakk\u0131 veren opsiyon) sat\u0131yoruz; b\u00f6ylece hem fiyat d\u00fc\u015f\u00fc\u015f\u00fcnden hem de oynakl\u0131\u011f\u0131n gerilemesinden faydalanmay\u0131 hedefliyoruz.<\/p>\n

Bu geli\u015fme, genel hisse piyasas\u0131 i\u00e7in g\u00fc\u00e7l\u00fc bir destek niteli\u011finde; t\u00fcketici ve \u015firketler i\u00e7in maliyetleri d\u00fc\u015f\u00fcrerek etkide bulunuyor. \u00d6zellikle ta\u015f\u0131mac\u0131l\u0131k sekt\u00f6rlerine olumlu bak\u0131yoruz; son veriler, havayollar\u0131nda yak\u0131t maliyetlerinin faaliyet giderlerinin %30\u2019una kadar \u00e7\u0131kabildi\u011fini g\u00f6steriyor. Havayolu ve deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 \u015firketi hisselerinde al\u0131m opsiyonu al\u0131yoruz; \u00e7\u00fcnk\u00fc k\u00e2r marjlar\u0131n\u0131n (gelirden maliyetler \u00e7\u0131kt\u0131ktan sonra kalan oran) belirgin bi\u00e7imde artmas\u0131 bekleniyor.<\/p>\n","protected":false},"excerpt":{"rendered":"

Son dakika: ABD-\u0130ran ate\u015fkes uzla\u015f\u0131s\u0131 petrol\u00fc vurdu. H\u00fcrm\u00fcz may\u0131nlar\u0131 temizleniyor, ge\u00e7i\u015f \u00fccreti kalk\u0131yor, n\u00fckleer g\u00f6r\u00fc\u015fmeler d\u00f6n\u00fcyor. WTI 90 dolar alt\u0131, OVX d\u00fc\u015f\u00fc\u015f; ta\u015f\u0131mac\u0131l\u0131k hisseleri \u00f6ne \u00e7\u0131k\u0131yor.<\/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-47345","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\/47345","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=47345"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47345\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47345"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47345"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47345"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}