{"id":48812,"date":"2026-06-15T16:06:11","date_gmt":"2026-06-15T16:06:11","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/abd-iran-mutabakat-muhtirasi-sonrasi-brent-geriledi-hurmuzun-yeniden-acilma-ihtimali-arz-endiselerini-ve-faiz-beklentilerini-rahatlatti\/"},"modified":"2026-06-15T16:06:11","modified_gmt":"2026-06-15T16:06:11","slug":"abd-iran-mutabakat-muhtirasi-sonrasi-brent-geriledi-hurmuzun-yeniden-acilma-ihtimali-arz-endiselerini-ve-faiz-beklentilerini-rahatlatti","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/abd-iran-mutabakat-muhtirasi-sonrasi-brent-geriledi-hurmuzun-yeniden-acilma-ihtimali-arz-endiselerini-ve-faiz-beklentilerini-rahatlatti\/","title":{"rendered":"ABD-\u0130ran Mutabakat Muht\u0131ras\u0131 sonras\u0131 Brent geriledi; H\u00fcrm\u00fcz\u2019\u00fcn yeniden a\u00e7\u0131lma ihtimali arz endi\u015felerini ve faiz beklentilerini rahatlatt\u0131"},"content":{"rendered":"<p>Brent petrol\u00fc, ABD\u2013\u0130ran aras\u0131nda imzalanan bir mutabakat zapt\u0131n\u0131n (MoU) H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n yeniden a\u00e7\u0131labilece\u011fine dair beklentileri art\u0131rmas\u0131n\u0131n ard\u0131ndan sert geriledi. Kontrat gece saatlerinde varil ba\u015f\u0131na 82,7 dolara kadar d\u00fc\u015ft\u00fc ve Nisan zirvelerine g\u00f6re %35 a\u015fa\u011f\u0131da seyrederken, sava\u015f \u00f6ncesi seviyelerin \u00fczerinde kalmaya devam etti. Hareket, Atlantik\u2019in her iki yakas\u0131nda da merkez bankalar\u0131n\u0131n faiz art\u0131r\u0131m\u0131 beklentilerinin a\u015fa\u011f\u0131 \u00e7ekilmesiyle, devlet tahvillerinde s\u0131n\u0131rl\u0131 \u201cbull steepening\u201d ile ili\u015fkilendirildi.<\/p>\n<p>Grafik taraf\u0131nda 82\/81 dolar band\u0131 destek olarak \u00f6ne \u00e7\u0131karken, a\u015fa\u011f\u0131da 78 ve 75 dolar seviyeleri ilave destekler olarak izleniyor; 200 g\u00fcnl\u00fck hareketli ortalama da yakla\u015f\u0131k 78 dolar civar\u0131nda bulunuyor. Societe Generale, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n Haziran sonuna kadar yeniden a\u00e7\u0131lmas\u0131na %35 olas\u0131l\u0131k veren ve petrol ak\u0131\u015flar\u0131n\u0131n Ocak 2027\u2019ye kadar normalle\u015fti\u011fi bir senaryoya ba\u011fl\u0131 olarak, Brent\u2019in 2026 sonu i\u00e7in varil ba\u015f\u0131na 80 dolar \u00f6ng\u00f6r\u00fcs\u00fcn\u00fc korudu.<\/p>\n<h3>ABD-\u0130ran At\u0131l\u0131m\u0131na Piyasa Tepkisi<\/h3>\n<p>ABD-\u0130ran g\u00f6r\u00fc\u015fmelerindeki son at\u0131l\u0131m, petrol piyasas\u0131na bak\u0131\u015f\u0131m\u0131z\u0131 temel olarak yeniden \u015fekillendiriyor. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan petrol ak\u0131\u015flar\u0131n\u0131n normalle\u015fmesi ihtimaline tepki olarak Brent fiyatlar\u0131n\u0131n varil ba\u015f\u0131na yakla\u015f\u0131k 83 dolar seviyesine sert bi\u00e7imde geriledi\u011fini g\u00f6rd\u00fck. Bu geli\u015fme, fiyatlar\u0131 Nisan zirvelerine g\u00f6re %35 a\u015fa\u011f\u0131 \u00e7ekerek piyasa alg\u0131s\u0131nda net bir de\u011fi\u015fime i\u015faret ediyor.<\/p>\n<p>Piyasan\u0131n k\u00fcresel arz\u0131n artabilece\u011fi ihtimalini sindirmesiyle bu a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131n\u0131n s\u00fcrece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. \u0130ran, \u00f6n\u00fcm\u00fczdeki birka\u00e7 ay i\u00e7inde piyasaya g\u00fcnl\u00fck 1 milyon varile kadar ilave arz getirebilir; bu, son d\u00f6nemde OPEC+\u2019\u0131n \u00fcretimi k\u0131s\u0131tlama \u00e7abalar\u0131n\u0131 zorlayan \u00f6nemli bir b\u00fcy\u00fckl\u00fck. Bu nedenle, put opsiyonu al\u0131m\u0131 gibi stratejileri de\u011ferlendirerek daha fazla fiyat zay\u0131fl\u0131\u011f\u0131na pozisyon al\u0131yoruz.<\/p>\n<h3>Teknik Seviyeler Ve Strateji G\u00f6r\u00fcn\u00fcm\u00fc<\/h3>\n<p>K\u0131sa vadede oda\u011f\u0131m\u0131z, i\u015flem faaliyetimizi y\u00f6nlendirecek kritik teknik seviyeler. Varil ba\u015f\u0131na 82\/81 dolar b\u00f6lgesi ilk destek; ancak 78 dolar civar\u0131ndaki 200 g\u00fcnl\u00fck hareketli ortalamay\u0131 daha kritik bir taban olarak g\u00f6r\u00fcyoruz. Bu seviyenin belirgin \u015fekilde a\u015fa\u011f\u0131 k\u0131r\u0131lmas\u0131, hareketin bir sonraki hedefimiz olan 75 dolara do\u011fru h\u0131zlanmas\u0131na muhtemelen neden olur.<\/p>\n<p>Bu senaryonun tarihsel bir emsali bulunuyor; bu da kanaatimizi g\u00fc\u00e7lendiriyor. 2015\u2019teki ilk \u0130ran n\u00fckleer anla\u015fmas\u0131n\u0131n ard\u0131ndan, piyasa yapt\u0131r\u0131ml\u0131 varillerin geri d\u00f6n\u00fc\u015f\u00fcn\u00fc fiyatlarken Brent petrol fiyatlar\u0131 birka\u00e7 ay boyunca a\u015fa\u011f\u0131 e\u011filim g\u00f6stermi\u015fti. Bu yeni mutabakat zapt\u0131n\u0131n ayr\u0131nt\u0131lar\u0131 netle\u015ftirilip uygulamaya al\u0131nd\u0131k\u00e7a, benzer bir yeniden fiyatlama d\u00f6neminin olu\u015fmas\u0131n\u0131 bekliyoruz.<\/p>\n<p>Volatilite y\u00fcksek kal\u0131rken, d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc g\u00f6r\u00fc\u015f\u00fcm\u00fcz\u00fc opsiyonlarla ifade etmenin de\u011ferli oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. \u00d6n\u00fcm\u00fczdeki bir ila iki ay vadeli put al\u0131mlar\u0131, beklenen fiyat d\u00fc\u015f\u00fc\u015f\u00fcnden yararlanmak i\u00e7in riski tan\u0131ml\u0131 bir yol sunuyor. Bu yakla\u015f\u0131m, olas\u0131 yukar\u0131 y\u00f6nl\u00fc \u015foklar\u0131 y\u00f6netirken 78 ve 75 dolara do\u011fru hareketi hedeflememize imk\u00e2n tan\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>ABD\u2013\u0130ran MoU\u2019su H\u00fcrm\u00fcz\u2019\u00fcn a\u00e7\u0131laca\u011f\u0131 beklentisini g\u00fc\u00e7lendirince Brent 82,7 dolara sert d\u00fc\u015ft\u00fc; 82\/81 kritik destek. 78\u2019de 200GHO var; k\u0131r\u0131l\u0131rsa 75 hedef. \u0130ran 1 milyon varil arz ekleyebilir.<\/p>\n","protected":false},"author":87,"featured_media":47662,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-48812","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\/48812","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=48812"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48812\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47662"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=48812"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=48812"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=48812"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}