Baker Hughes, ABD petrol sondaj kulesi say\u0131s\u0131n\u0131n 425\u2019ten 429\u2019a y\u00fckseldi\u011fini bildirdi. Son art\u0131\u015f, haftal\u0131k anketle izlenen sondaj faaliyetlerinde s\u0131n\u0131rl\u0131 bir canlanmaya i\u015faret ediyor.<\/p>\n
ABD kule say\u0131s\u0131ndaki bu s\u0131n\u0131rl\u0131 art\u0131\u015f\u0131, yak\u0131n vadede ham petrol vadeli kontratlar\u0131 i\u00e7in d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc (bearish) bir g\u00f6sterge olarak g\u00f6r\u00fcyoruz. Bu, \u00fcst \u00fcste ikinci haftal\u0131k y\u00fckseli\u015f olup, \u00fcreticilerin mevcut fiyat seviyelerinde sondaj yapma konusunda yava\u015f yava\u015f g\u00fcven kazand\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor. \u00d6n\u00fcm\u00fczdeki aylarda i\u00e7 arz\u0131n piyasaya daha fazla gelebilece\u011fine i\u015faret ediyor.<\/p>\n
Bununla birlikte 429\u2019luk kule say\u0131s\u0131 tarihsel olarak h\u00e2l\u00e2 d\u00fc\u015f\u00fck seviyede ve bir \u00fcretim patlamas\u0131 i\u015fareti olmaktan uzak. K\u0131yaslamak gerekirse, kule say\u0131s\u0131 pandemi kaynakl\u0131 \u00e7\u00f6k\u00fc\u015f \u00f6ncesinde 2019 boyunca d\u00fczenli olarak 800\u2019\u00fcn \u00fczerindeydi. Bu da sermaye disiplininin h\u00e2l\u00e2 temel tema oldu\u011funu, arz tepkisinin patlay\u0131c\u0131 de\u011fil daha \u00f6l\u00e7\u00fcl\u00fc olaca\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n
Haber, son EIA raporuyla da uyumlu; raporda ABD ham petrol stoklar\u0131n\u0131n ge\u00e7en hafta, d\u00fc\u015f\u00fc\u015f beklentilerine kar\u015f\u0131n 2,1 milyon varil s\u00fcrpriz art\u0131\u015f kaydetti\u011fi g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Yat\u0131r\u0131mc\u0131lar a\u00e7\u0131s\u0131ndan bu, temmuz vadeli kontratlarda k\u0131sa vadeli WTI sat\u0131m (put) opsiyonlar\u0131n\u0131n de\u011ferlendirilmesi veya bear call spread stratejilerinin ba\u015flat\u0131lmas\u0131n\u0131 destekliyor. Varil ba\u015f\u0131na 82 dolar civar\u0131nda direncin g\u00fc\u00e7l\u00fc kalmas\u0131n\u0131 bekliyoruz.<\/p>\n
ABD arz\u0131n\u0131n artma potansiyeli, Orta Do\u011fu\u2019daki s\u00fcregelen jeopolitik gerilimler nedeniyle y\u00fcksek seyreden volatiliteyi t\u00f6rp\u00fcleyebilir. Piyasan\u0131n bir bant i\u00e7inde kalabilece\u011fini d\u00fc\u015f\u00fcnen opsiyon yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in prim sat\u0131\u015f\u0131 stratejilerini cazip buluyoruz. USO ETF \u00fczerinde uygulanacak bir iron condor stratejisi, fiyatlar\u0131n yatay seyretti\u011fi bir konsolidasyon d\u00f6neminden faydalanabilir.<\/p>\n
Bu i\u00e7 arz dinami\u011fi, k\u00fcresel talebe ili\u015fkin endi\u015felerin yeniden g\u00fcndeme geldi\u011fi bir d\u00f6nemde \u015fekilleniyor; \u00f6zellikle de \u00c7in\u2019den gelen son imalat PMI verileri beklentilerin bir miktar alt\u0131nda kald\u0131ktan sonra. Yat\u0131r\u0131mc\u0131lar\u0131n ayr\u0131ca haziran ba\u015f\u0131ndaki yakla\u015fan OPEC+ toplant\u0131s\u0131n\u0131 da dikkate almas\u0131 gerekiyor. Kartelden gelebilecek beklenmedik a\u00e7\u0131klamalar, bu i\u00e7 arz sinyallerinin etkisini kolayl\u0131kla g\u00f6lgede b\u0131rakabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Petrolde kritik sinyal: ABD sondaj kulesi 425\u2019ten 429\u2019a \u00e7\u0131kt\u0131. \u0130kinci haftal\u0131k art\u0131\u015f, arz\u0131n gev\u015feyebilece\u011fine i\u015faret ederek WTI vadeli kontratlar\u0131nda bask\u0131 yarat\u0131yor; 82 dolar direnci, OPEC+ belirsizli\u011fiyle korunuyor.<\/p>\n","protected":false},"author":87,"featured_media":47763,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-47764","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/47764","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=47764"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47764\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47763"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47764"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47764"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47764"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}