Baker Hughes, ABD petrol sondaj kulesi say\u0131s\u0131nda art\u0131\u015f oldu\u011funu bildirdi; toplam say\u0131 433\u2019e y\u00fckseldi. Bu, bir \u00f6nceki verideki 431 ile kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda sondaj faaliyetlerinde s\u0131n\u0131rl\u0131 bir canlanmaya i\u015faret ediyor.<\/p>\n
Baker Hughes\u2019un son verilerine g\u00f6re bu de\u011fi\u015fim, haftal\u0131k bazda kule say\u0131s\u0131n\u0131 iki adet art\u0131rm\u0131\u015f oldu. Kule say\u0131s\u0131, ABD petrol sekt\u00f6r\u00fcndeki arama-\u00fcretim (upstream) faaliyetleri i\u00e7in k\u0131sa vadeli bir g\u00f6sterge olarak yak\u0131ndan izleniyor.<\/p>\n
ABD petrol sondaj kulesi say\u0131s\u0131n\u0131n 433\u2019e y\u00fckseldi\u011fini g\u00f6r\u00fcyoruz; bu k\u00fc\u00e7\u00fck ancak dikkat \u00e7ekici bir art\u0131\u015f. Bu durum, varil ba\u015f\u0131na 85 dolar\u0131n \u00fczerinde tutunan istikrarl\u0131 petrol fiyatlar\u0131na \u00fcreticilerin temkinli \u015fekilde yan\u0131t verdi\u011fini g\u00f6steriyor. Gelecekteki sondaj faaliyetlerine y\u00f6nelik yava\u015f ve \u00f6l\u00e7\u00fcl\u00fc bir g\u00fcven art\u0131\u015f\u0131na i\u015faret ediyor.<\/p>\n
Sondajdaki bu s\u0131n\u0131rl\u0131 art\u0131\u015f\u0131n, daha \u00e7ok k\u0131sa vadeli kontratlar a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131yan yak\u0131n d\u00f6nem arz\u0131 \u00fczerinde hemen etkili olmas\u0131 beklenmiyor. Son EIA raporu, 2,5 milyon varillik ham petrol stok d\u00fc\u015f\u00fc\u015f\u00fcne i\u015faret ederek mevcut piyasay\u0131 s\u0131k\u0131la\u015ft\u0131rd\u0131. AAA\u2019n\u0131n, yaz d\u00f6nemi talebinin son be\u015f y\u0131l\u0131n en y\u00fcksek seviyesine ula\u015faca\u011f\u0131n\u0131 \u00f6ng\u00f6ren tahminlerini yak\u0131ndan izliyoruz.<\/p>\n
Mevcut stoklar\u0131n s\u0131k\u0131 olmas\u0131 ile gelecekte \u00fcretim art\u0131\u015f\u0131 potansiyelinin bir arada g\u00f6r\u00fclmesi, daha y\u00fcksek oynakl\u0131k i\u00e7in elveri\u015fli bir zemin olu\u015fturuyor. Bu nedenle, vadeye en yak\u0131n (front-month) WTI kontratlar\u0131nda straddle veya strangle al\u0131m\u0131n\u0131 ilgi \u00e7ekici bir strateji olarak g\u00f6r\u00fcyoruz. Bu strateji, fiyat\u0131n her iki y\u00f6nde de belirgin hareket etmesinden fayda sa\u011fl\u0131yor; bunun giderek daha olas\u0131 hale geldi\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n
Ayr\u0131ca takvim spread\u2019leri (calendar spreads) kurmay\u0131 de\u011ferlendiriyoruz: Aral\u0131k 2026 gibi daha uzun vadeli kontratlar\u0131 satarken, A\u011fustos 2026 gibi daha yak\u0131n vadeli kontratlar\u0131 sat\u0131n almak. Bu pozisyon, e\u011frinin \u00f6n taraf\u0131 arka tarafa k\u0131yasla g\u00fc\u00e7lenirse kazan\u00e7 sa\u011flar; 2022\u2019de sondaj faaliyetleri toparlanmaya ba\u015flad\u0131\u011f\u0131nda benzer bir g\u00f6r\u00fcn\u00fcm g\u00f6rm\u00fc\u015ft\u00fck. Kule say\u0131s\u0131 verisi k\u00fc\u00e7\u00fck olsa da, bu spread\u2019in uzun vadeli d\u00fc\u015f\u00fc\u015f (bearish) taraf\u0131n\u0131 destekliyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Petrolde yeni sinyal: Baker Hughes\u2019a g\u00f6re ABD petrol sondaj kulesi say\u0131s\u0131 433\u2019e \u00e7\u0131kt\u0131. 85$ \u00fczeri fiyatlar temkinli canlanma getirirken stok d\u00fc\u015f\u00fc\u015f\u00fc s\u0131k\u0131l\u0131\u011f\u0131 art\u0131r\u0131yor; dalgalanma, opsiyon ve spread stratejilerini \u00f6ne \u00e7\u0131kar\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47644,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-48727","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\/48727","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=48727"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48727\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47644"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=48727"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=48727"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=48727"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}