{"id":48290,"date":"2026-03-06T08:07:36","date_gmt":"2026-03-06T08:07:36","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/abd-dogal-gazi-washingtonun-fiyatlari-rahatlatma-arayisiyla-geriledi\/"},"modified":"2026-03-06T08:07:36","modified_gmt":"2026-03-06T08:07:36","slug":"abd-dogal-gazi-washingtonun-fiyatlari-rahatlatma-arayisiyla-geriledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/analysis\/abd-dogal-gazi-washingtonun-fiyatlari-rahatlatma-arayisiyla-geriledi\/","title":{"rendered":"ABD Do\u011fal Gaz\u0131, Washington\u2019un Fiyatlar\u0131 Rahatlatma Aray\u0131\u015f\u0131yla Geriledi"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/tr-mena\/wp-content\/uploads\/sites\/9\/2026\/05\/NG1-1024x573.webp\" alt=\"\" class=\"wp-image-43651\"\/><\/figure>\n\n\n\n<p><strong>\u00d6ne \u00c7\u0131kan Noktalar<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ABD do\u011fal gaz vadeli i\u015flemleri (gelecekte teslimat i\u00e7in yap\u0131lan s\u00f6zle\u015fmeler) cuma g\u00fcn\u00fc <strong>MMBtu ba\u015f\u0131na 2,98 dolar<\/strong> civar\u0131na geriledi. Buna ra\u011fmen fiyatlar <strong>haftal\u0131k bazda %4\u2019\u00fcn \u00fczerinde art\u0131ya<\/strong> i\u015faret ediyor.<\/li>\n\n\n\n<li>KatarEnergy\u2019nin Ras Laffan tesisinde yeniden devreye alma s\u00fcrecinin yava\u015f ilerlemesi ve <strong>H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n kapal\u0131<\/strong> kalmas\u0131 nedeniyle LNG (s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz; gaz\u0131n so\u011futulup s\u0131v\u0131 hale getirilerek gemiyle ta\u015f\u0131nmas\u0131) arz riski y\u00fcksek.<\/li>\n\n\n\n<li>Grafikte <strong>NG 3,150 seviyesinde, 0,024 d\u00fc\u015f\u00fc\u015fle (%-0,76)<\/strong> i\u015flem g\u00f6r\u00fcyor. <strong>MA5 3,170<\/strong> ve <strong>MA10 3,134<\/strong> (hareketli ortalama; son g\u00fcnlerin ortalama fiyat\u0131) k\u0131sa vadeli referans seviyeler.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<p>ABD do\u011fal gaz vadeli i\u015flemleri cuma g\u00fcn\u00fc <strong>MMBtu ba\u015f\u0131na 2,98 dolar<\/strong> civar\u0131na gerileyerek \u00f6nceki seanstaki kazan\u00e7lar\u0131 s\u0131n\u0131rlad\u0131. D\u00fc\u015f\u00fc\u015fe ra\u011fmen piyasa <strong>haftal\u0131k %4\u2019\u00fcn \u00fczerinde art\u0131\u015f\u0131<\/strong> koruyor. Bu tablo, Orta Do\u011fu\u2019daki gerilim ve LNG arz\u0131na ili\u015fkin endi\u015felerin yaratt\u0131\u011f\u0131 <strong>risk primi<\/strong>nin (belirsizlik nedeniyle fiyata eklenen ekstra pay\u0131n) tamamen kaybolmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n\n\n\n<p>Piyasa iki farkl\u0131 dinami\u011fe sahip. ABD\u2019de fiyatlar daha \u00e7ok <strong>stok<\/strong> ve <strong>hava durumu<\/strong> ile belirleniyor. Ancak k\u00fcresel LNG piyasas\u0131ndaki s\u0131k\u0131\u015f\u0131kl\u0131k, haber ak\u0131\u015f\u0131 ve d\u00fcnya fiyatlar\u0131 \u00fczerinden beklentileri etkileyebiliyor. Bu kar\u0131\u015f\u0131m, haberle h\u0131zl\u0131 d\u00fc\u015f\u00fc\u015fler olurken arz kayg\u0131lar\u0131yla fiyat\u0131n yeniden dengelendi\u011fi dalgal\u0131 seanslar yaratabiliyor.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Natural gas wholesale prices jumped nearly 50% since the start of the week after Qatar halted exports and the Strait of Hormuz was blocked. Michael Browne from Franklin Templeton says the inflation shock could push the ECB and the Bank of England to raise rates again <a href=\"https:\/\/t.co\/dLbSzkbE0O\">pic.twitter.com\/dLbSzkbE0O<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/2029534893835751597?ref_src=twsrc%5Etfw\">March 5, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Haber ak\u0131\u015f\u0131 gergin kal\u0131r ve stoklar beklentilere g\u00f6re d\u00fc\u015f\u00fck seyrederse, g\u00fcnl\u00fck geri \u00e7ekilmeler s\u00fcrse bile haftal\u0131k al\u0131m i\u015ftah\u0131 devam edebilir. Tersine, arz hatlar\u0131n\u0131n ve LNG operasyonlar\u0131n\u0131n normale d\u00f6nece\u011fine dair g\u00fcven artarsa, piyasa i\u00e7 dinamiklere odaklan\u0131p haftal\u0131k kazanc\u0131n bir k\u0131sm\u0131n\u0131 geri verebilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Washington\u2019da Mesajlar Rahatlat\u0131yor, Piyasa Arz Riskini Fiyatl\u0131yor<\/h2>\n\n\n\n<p>Trump y\u00f6netimi, \u00e7at\u0131\u015fmayla ba\u011flant\u0131l\u0131 artan enerji fiyatlar\u0131na kar\u015f\u0131 \u00f6nlemleri de\u011ferlendirdi\u011fini a\u00e7\u0131klad\u0131. Piyasa bunu, enerji fiyatlar\u0131ndaki sert y\u00fckseli\u015flere k\u0131sa vadeli bir \u201ctavan\u201d olarak okudu. \u00d6zellikle ABD\u2019nin finansal, lojistik veya g\u00fcvenlik ara\u00e7lar\u0131yla ana ta\u015f\u0131ma hatlar\u0131nda sigorta ve sevkiyat kaynakl\u0131 s\u00fcrt\u00fc\u015fmeyi azaltmas\u0131 durumunda etkisi artabilir.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">US-sanctioned Russian liquefied natural gas vessels are redirecting away from the Mediterranean Sea after one was allegedly attacked by Ukrainian drone boats <a href=\"https:\/\/t.co\/UMKAr2Ox4D\">https:\/\/t.co\/UMKAr2Ox4D<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2029737798681456670?ref_src=twsrc%5Etfw\">March 6, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Buna ra\u011fmen politika ad\u0131mlar\u0131 \u00e7o\u011fu zaman \u00f6nce petrol ve deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131ndaki t\u0131kan\u0131kl\u0131klarda etkili olur. LNG arz\u0131 k\u0131s\u0131tl\u0131 g\u00f6r\u00fcn\u00fcyorsa do\u011fal gaz g\u00fc\u00e7l\u00fc kalabilir. \u00c7\u00fcnk\u00fc piyasa, ikame kargolar (eksik kalan sevkiyat\u0131n yerine bulunacak y\u00fckler) ve b\u00f6lgesel arz a\u00e7\u0131\u011f\u0131 riskine odaklan\u0131r; ABD i\u00e7 \u00fcretimi ise bu bo\u015flu\u011fu her zaman an\u0131nda kapatamaz.<\/p>\n\n\n\n<p>Washington sevkiyat riskini h\u0131zla azaltacak somut ad\u0131mlar a\u00e7\u0131klarsa, do\u011fal gaz yatay bantta kalabilir ve y\u00fckseli\u015fi b\u00fcy\u00fctmekte zorlanabilir. Ad\u0131mlar gecikirse veya uygulanabilirli\u011fe dair \u015f\u00fcphe olu\u015fursa, risk primi piyasada kalabilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Ras Laffan Belirsizli\u011fi LNG Kayg\u0131s\u0131n\u0131 Diri Tutuyor<\/h2>\n\n\n\n<p>Piyasa tekrar Katar\u2019a odaklan\u0131yor. D\u00fcnyan\u0131n en b\u00fcy\u00fck LNG ihracat merkezi olan KatarEnergy\u2019nin Ras Laffan tesisinde tam kapasiteye d\u00f6n\u00fc\u015f\u00fcn belirsizli\u011fi, \u00f6zellikle H\u00fcrm\u00fcz Bo\u011faz\u0131 kapal\u0131yken arz endi\u015fesini y\u00fcksek tutuyor. Reuters\u2019a g\u00f6re yeniden ba\u015flatma s\u00fcreci <strong>en az iki hafta<\/strong> s\u00fcrebilir; \u00fcretim yeniden ba\u015flasa bile <strong>tam kapasiteye \u00e7\u0131k\u0131\u015f i\u00e7in en az iki hafta<\/strong> daha gerekebilir. Buradaki \u201cs\u0131v\u0131la\u015ft\u0131rma\u201d (gaz\u0131n LNG\u2019ye \u00e7evrilmesi) s\u00fcreci do\u011frudan ihracat hacmini belirler.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">QatarEnergy ceased liquefied natural gas production after military attacks on its Ras Laffan complex, the company said in a statement <a href=\"https:\/\/t.co\/U2gh1izv9L\">https:\/\/t.co\/U2gh1izv9L<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2028441780299960525?ref_src=twsrc%5Etfw\">March 2, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Bu \u00f6nemli \u00e7\u00fcnk\u00fc LNG\u2019de zamanlama kritik. K\u0131sa bir duru\u015f bile yak\u0131n vadeli kargo bulunurlu\u011funu azaltabilir, navlun (ta\u015f\u0131ma) maliyetlerini art\u0131rabilir ve al\u0131c\u0131lar\u0131 alternatif y\u00fckler i\u00e7in rekabete itebilir. Kesinti uzad\u0131k\u00e7a Avrupa ve Asya fiyatlar\u0131na yans\u0131yabilir; bu da k\u00fcresel enerji piyasas\u0131nda risk alg\u0131s\u0131n\u0131 y\u00fckseltir.<\/p>\n\n\n\n<p>Ras Laffan planlanan erken takvimde devreye girer ve H\u00fcrm\u00fcz a\u00e7\u0131l\u0131rsa, LNG pani\u011fi azalabilir ve ABD do\u011fal gaz\u0131nda destek zay\u0131flayabilir. Kapanma uzar ve devreye alma gecikirse, ABD arz\u0131 yeterli kalsa bile piyasada daha y\u00fcksek oynakl\u0131k (fiyat dalgalanmas\u0131) ve daha g\u00fc\u00e7l\u00fc destek seviyeleri fiyatlanabilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Stok Verisi ve Hava Durumu K\u0131sa Vadeli Talebi Yeniden Fiyatl\u0131yor<\/h2>\n\n\n\n<p>ABD fiyatlamas\u0131nda ana belirleyici yine i\u00e7 dinamikler. Beklentiden b\u00fcy\u00fck bir <strong>stok \u00e7eki\u015fi<\/strong> (depodan daha fazla gaz kullan\u0131lmas\u0131) fiyatlar\u0131 destekledi. Daha s\u0131cak hava tahminleri de k\u0131sa vadede talepte s\u00fcrpriz riskine i\u015faret etti. EIA (ABD Enerji Enformasyon \u0130daresi; resmi enerji veri kurumu), 27 \u015eubat\u2019ta biten hafta i\u00e7in <strong>132 milyar k\u00fcbik feet (bcf)<\/strong> stok \u00e7eki\u015fi bildirdi. Bu rakam Reuters\u2019\u0131n aktard\u0131\u011f\u0131 analist beklentilerini a\u015ft\u0131.<\/p>\n\n\n\n<p>Piyasa iki z\u0131t etkiyi dengelemek zorunda. Stoktaki h\u0131zl\u0131 d\u00fc\u015f\u00fc\u015f k\u0131sa vadeli \u201ctamponu\u201d azalt\u0131r. Ancak daha s\u0131cak tahminler \u0131s\u0131nma ihtiyac\u0131n\u0131 d\u00fc\u015f\u00fcrerek sonraki haftalarda stok \u00e7eki\u015fini yava\u015flatabilir. Bu gerilim, hareketin devam\u0131n\u0131 s\u0131n\u0131rlayabilir ve fiyat\u0131n ortalamaya d\u00f6nme e\u011filimini (a\u015f\u0131r\u0131 hareket sonras\u0131 dengeleme) art\u0131rabilir.<\/p>\n\n\n\n<p>Yeni EIA verileri beklentilerin \u00fcst band\u0131na yak\u0131n \u00e7eki\u015fler g\u00f6stermeye devam ederse, s\u0131cak d\u00f6nemlere ra\u011fmen fiyat destek bulabilir. Hava belirgin \u015fekilde \u0131l\u0131manla\u015f\u0131r ve \u00e7eki\u015fler h\u0131zla k\u00fc\u00e7\u00fcl\u00fcrse, sezon sonu dengesinin daha rahat olaca\u011f\u0131 beklentisiyle fiyat a\u015fa\u011f\u0131 e\u011filim g\u00f6sterebilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Do\u011fal Gaz Grafi\u011fi Sert D\u00fczeltme Sonras\u0131 Dengeye \u0130\u015faret Ediyor<\/h2>\n\n\n\n<p>Do\u011fal gaz (<strong>NG<\/strong>) yakla\u015f\u0131k <strong>3,15<\/strong> seviyesinde, <strong>%0,76<\/strong> d\u00fc\u015f\u00fc\u015fle i\u015flem g\u00f6r\u00fcyor. Fiyat, y\u0131l\u0131n ba\u015f\u0131nda <strong>5,70<\/strong> zirvesi sonras\u0131 gelen sert sat\u0131\u015f\u0131n ard\u0131ndan dengelenmeye \u00e7al\u0131\u015f\u0131yor.<\/p>\n\n\n\n<p>G\u00fcnl\u00fck grafik, ocaktaki h\u0131zl\u0131 y\u00fckseli\u015fin geri verildi\u011fini ve piyasan\u0131n <strong>3,10\u20133,20<\/strong> band\u0131nda daha uzun bir yatay d\u00f6nemine girdi\u011fini g\u00f6steriyor.<\/p>\n\n\n\n<p>Teknik g\u00f6r\u00fcn\u00fcmde ivme zay\u0131f. Fiyat <strong>10 g\u00fcnl\u00fck hareketli ortalama (3,13)<\/strong> civar\u0131nda ve <strong>20 g\u00fcnl\u00fck ortalaman\u0131n (3,30)<\/strong> biraz alt\u0131nda. <strong>30 g\u00fcnl\u00fck hareketli ortalama (3,76)<\/strong> ise daha yukar\u0131da ve a\u015fa\u011f\u0131 y\u00f6nl\u00fc e\u011filimde.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/tr-mena\/wp-content\/uploads\/sites\/9\/2026\/05\/image-8-1024x474.jpg\" alt=\"\" class=\"wp-image-43649\"\/><\/figure>\n\n\n\n<p><strong>5 g\u00fcnl\u00fck hareketli ortalaman\u0131n (3,17)<\/strong> yatayla\u015fmas\u0131, sat\u0131\u015f bask\u0131s\u0131n\u0131n (d\u00fc\u015f\u00fc\u015f ivmesinin) zay\u0131flayabilece\u011fini g\u00f6steriyor. Ancak bu, hen\u00fcz net bir y\u00fckseli\u015f d\u00f6n\u00fc\u015f\u00fc anlam\u0131na gelmiyor.<\/p>\n\n\n\n<p>En yak\u0131n destek <strong>3,00\u20133,10<\/strong> band\u0131nda. \u015eubat d\u00fc\u015f\u00fc\u015f\u00fc sonras\u0131 fiyat\u0131n tutunmaya ba\u015flad\u0131\u011f\u0131 b\u00f6lge buras\u0131. Bu seviyenin alt\u0131na sarkma, daha \u00f6nce taban g\u00f6revi g\u00f6ren <strong>2,80\u20132,90<\/strong> b\u00f6lgesine do\u011fru ek d\u00fc\u015f\u00fc\u015f riskini art\u0131rabilir.<\/p>\n\n\n\n<p>Yukar\u0131da ilk diren\u00e7 <strong>3,30\u20133,40<\/strong> aral\u0131\u011f\u0131nda. Daha g\u00fc\u00e7l\u00fc diren\u00e7 ise 30 g\u00fcnl\u00fck ortalaman\u0131n bulundu\u011fu <strong>3,70\u20133,80<\/strong> b\u00f6lgesinde.<\/p>\n\n\n\n<p>Genel olarak do\u011fal gaz\u0131n k\u0131sa vadede <strong>bant i\u00e7inde<\/strong> kald\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Piyasa, ocak zirvesinden gelen sert d\u00fczeltme sonras\u0131 taban olu\u015fturmaya \u00e7al\u0131\u015f\u0131yor. Olas\u0131 bir toparlanma i\u00e7in <strong>3,40<\/strong> \u00fczerindeki kal\u0131c\u0131l\u0131k \u00f6nemli. <strong>3,00<\/strong> \u00fczerinde tutunamamas\u0131 ise yeniden sat\u0131\u015f bask\u0131s\u0131 yaratabilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Yat\u0131r\u0131mc\u0131lar Bundan Sonra Neyi \u0130zlemeli?<\/h2>\n\n\n\n<p>Y\u00f6netimden enerji fiyatlar\u0131na y\u00f6nelik somut bir ad\u0131m gelip gelmeyece\u011fi izlenmeli; bu t\u00fcr a\u00e7\u0131klamalar beklentileri h\u0131zla de\u011fi\u015ftirebilir. Ayr\u0131ca H\u00fcrm\u00fcz\u2019de sevkiyat riskine dair geli\u015fmeler ve Ras Laffan\u2019\u0131n devreye alma takvimi takip edilmeli. Bu ba\u015fl\u0131klar, LNG s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n\u0131n azal\u0131p azalmayaca\u011f\u0131n\u0131 belirleyecek.<\/p>\n\n\n\n<p>Bir sonraki EIA stok verisi de oda\u011fa al\u0131nmal\u0131. <strong>132 bcf<\/strong> \u00e7eki\u015fin ard\u0131ndan gelecek yeni bir beklenti \u00fcst\u00fc veri, \u00f6n ay kontrat\u0131 <strong>MMBtu ba\u015f\u0131na 2,98 dolar<\/strong> civar\u0131nda dalgalansa bile haftan\u0131n seyrini de\u011fi\u015ftirebilir.<\/p>\n\n<p>\n\n<p><strong>Hemen i\u015flem yapmaya ba\u015flay\u0131n &#8211; Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr\/trade-now\/\">buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>ABD do\u011fal gaz\u0131 2,98 dolara gerilese de haftay\u0131 %+4\u2019\u00fcn \u00fczerinde art\u0131da tutuyor. H\u00fcrm\u00fcz kapal\u0131, Katar Ras Laffan\u2019da gecikme LNG arz riskini canl\u0131 tutuyor; stok \u00e7eki\u015fi ve teknik bant izleniyor.<\/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":[2],"tags":[],"class_list":["post-48290","post","type-post","status-publish","format-standard","hentry","category-analysis"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48290","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=48290"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48290\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=48290"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=48290"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=48290"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}