WTI, Wall Street Journal\u2019\u0131n ABD-\u0130ran anla\u015fmas\u0131n\u0131n Tahran\u2019\u0131n derhal petrol satmas\u0131na izin verece\u011fini ve i\u015flemleri desteklemek i\u00e7in bankac\u0131l\u0131k ile ta\u015f\u0131mac\u0131l\u0131ktaki yapt\u0131r\u0131mlar\u0131n da muaf tutulaca\u011f\u0131n\u0131 bildiren haberinin ard\u0131ndan geriledi. Ayr\u0131 olarak United Against Nuclear Iran, \u0130ran\u2019a ait petrol y\u00fckl\u00fc bir s\u00fcpertankerin \u00c7abahar\u2019dan ayr\u0131ld\u0131\u011f\u0131n\u0131, ABD ablukas\u0131n\u0131 a\u015ft\u0131\u011f\u0131n\u0131 ve konum takip cihaz\u0131 a\u00e7\u0131k \u015fekilde Umman K\u00f6rfezi\u2019nden \u00e7\u0131k\u0131\u015fa do\u011fru seyretti\u011fini bildirdi; bunun, ablukas\u0131n\u0131n nisan ay\u0131nda ba\u015flamas\u0131ndan bu yana ilk b\u00f6yle vaka oldu\u011funu belirtti. \u00dcst d\u00fczey bir ABD\u2019li yetkili, yapt\u0131r\u0131m gev\u015femesinin petrol sat\u0131\u015flar\u0131n\u0131 kapsayaca\u011f\u0131n\u0131; s\u00fcrmekte olan gev\u015femenin ise cuma g\u00fcn\u00fc imzalanmas\u0131 beklenen bir anla\u015fma kapsam\u0131nda \u0130ran\u2019\u0131n taahh\u00fctlerini yerine getirmesine ba\u011fl\u0131 olaca\u011f\u0131n\u0131 s\u00f6yledi. Yetkili ayr\u0131ca, Tahran\u2019\u0131n ABD Hazine Bakanl\u0131\u011f\u0131 taraf\u0131ndan dondurulan milyarlarca ABD dolar\u0131na derhal eri\u015fim elde etmeyece\u011fini ekledi.<\/p>\n
ABD ham petrol g\u00f6stergesi, piyasalar\u0131n ilave k\u00fcresel arz olas\u0131l\u0131\u011f\u0131n\u0131 fiyatlamas\u0131yla, s\u00f6z konusu haberin ard\u0131ndan g\u00fcn i\u00e7i en d\u00fc\u015f\u00fck yakla\u015f\u0131k 75,04 dolar\/varil seviyesine geriledi. WTI (West Texas Intermediate), Cushing merkezi \u00fczerinden da\u011f\u0131t\u0131lan hafif ve d\u00fc\u015f\u00fck k\u00fck\u00fcrtl\u00fc bir ABD ham petrol\u00fcd\u00fcr ve Brent ile Dubai ham petrol\u00fcn\u00fcn yan\u0131nda bir g\u00f6sterge olarak kullan\u0131l\u0131r. Fiyat\u0131 arz-talep dinamikleri, OPEC kararlar\u0131, ABD dolar\u0131 ve API ile EIA\u2019n\u0131n haftal\u0131k stok verileri taraf\u0131ndan belirlenir; sonu\u00e7lar\u0131 zaman\u0131n %75\u2019inde birbirine %1 i\u00e7inde yak\u0131nd\u0131r.<\/p>\n
Yakla\u015fan bir ABD-\u0130ran anla\u015fmas\u0131na dair haber, \u00f6n\u00fcm\u00fczdeki haftalar i\u00e7in k\u00fcresel petrol arz g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc temelden de\u011fi\u015ftiriyor. Bunu WTI ham petrol a\u00e7\u0131s\u0131ndan belirgin bi\u00e7imde d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc bir geli\u015fme olarak g\u00f6r\u00fcyoruz; zira yapt\u0131r\u0131mlara y\u00f6nelik derhal muafiyet, yeni arz\u0131n \u00e7ok h\u0131zl\u0131 \u015fekilde piyasaya girebilece\u011fi anlam\u0131na geliyor. Bu ani de\u011fi\u015fim, 75 dolar\/varil civar\u0131na gerileyen fiyatlar\u0131n kal\u0131c\u0131 bir a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131yla kar\u015f\u0131la\u015fabilece\u011fine i\u015faret ediyor.<\/p>\n
\u0130ran\u2019\u0131n birka\u00e7 ay i\u00e7inde piyasaya g\u00fcnl\u00fck 500 bin ila 1 milyon varil ekleyebilece\u011fini \u00f6ng\u00f6r\u00fcyoruz. Mevcut \u0130ran ihracat\u0131n\u0131n yakla\u015f\u0131k 1,5 milyon varil\/g\u00fcn seviyesinde oldu\u011fu tahmin ediliyor; ancak yapt\u0131r\u0131mlar\u0131n kalkmas\u0131 halinde, 2018 \u00f6ncesi 2,5 milyon varil\/g\u00fcn \u00fczerindeki seviyelere ger\u00e7ek\u00e7i bi\u00e7imde geri d\u00f6nebilir. Bu, \u00f6zellikle Asya\u2019dan zay\u0131f talep endi\u015felerinin s\u00fcrd\u00fc\u011f\u00fc bir d\u00f6nemde, piyasan\u0131n absorbe etmesi gereken \u00f6nemli bir yeni petrol hacmi.<\/p>\n
Bu geli\u015fme, fiyatlar\u0131 g\u00fc\u00e7l\u00fc tutmak i\u00e7in arz\u0131 dikkatle y\u00f6neten OPEC+\u2019\u0131n \u00fcretim stratejisini do\u011frudan karma\u015f\u0131kla\u015ft\u0131r\u0131yor. Grup, bu ay\u0131n ba\u015f\u0131ndaki toplant\u0131s\u0131nda \u00fcretim kesintilerini korudu; ancak bu anla\u015fman\u0131n d\u0131\u015f\u0131nda piyasaya girecek bir \u0130ran arz\u0131, \u00e7abalar\u0131n\u0131 zorlayacakt\u0131r. Bunun, olas\u0131 bir fiyat sava\u015f\u0131ndan ka\u00e7\u0131nmak i\u00e7in grubun y\u0131l\u0131n ilerleyen d\u00f6nemlerinde kotalar\u0131n\u0131 yeniden de\u011ferlendirmesine yol a\u00e7abilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n
Trader\u2019lar a\u00e7\u0131s\u0131ndan bu, daha y\u00fcksek oynakl\u0131k ve ham petrol fiyatlar\u0131nda belirgin bir a\u015fa\u011f\u0131 y\u00f6nl\u00fc e\u011filim sinyali veriyor. Bunu de\u011ferlendirmek i\u00e7in, WTI\u2019\u0131n 70 dolar\u0131n d\u00fc\u015f\u00fck seviyelerine do\u011fru olas\u0131 bir d\u00fc\u015f\u00fc\u015f\u00fcnden yararlanmak amac\u0131yla sat\u0131m opsiyonlar\u0131na (put) bak\u0131yoruz. \u0130ran varillerinin fiilen ne h\u0131zla geri d\u00f6nece\u011fini g\u00f6rene kadar piyasa, y\u00fckseli\u015flerde sat\u0131\u015f yap\u0131lan bir ortam g\u00f6r\u00fcn\u00fcm\u00fcnde.<\/p>\n
Bu haberin zamanlamas\u0131 kritik; haftal\u0131k stok raporlama d\u00f6ng\u00fcs\u00fcne giriyoruz. API raporu bug\u00fcn ilerleyen saatlerde a\u00e7\u0131klanacak, ard\u0131ndan daha kapsaml\u0131 EIA verisi yar\u0131n, 17 Haziran 2026\u2019da gelecek. ABD stoklar\u0131nda belirgin bir d\u00fc\u015f\u00fc\u015f ge\u00e7ici fiyat deste\u011fi sa\u011flayabilse de, k\u00fcresel arz\u0131n artt\u0131\u011f\u0131 daha b\u00fcy\u00fck hik\u00e2ye muhtemelen piyasa duyarl\u0131l\u0131\u011f\u0131na y\u00f6n vermeye devam edecek.<\/p>\n","protected":false},"excerpt":{"rendered":"
Petrolde yeni oyun mu? ABD-\u0130ran anla\u015fmas\u0131yla yapt\u0131r\u0131m muafiyetleri g\u00fcndemde; \u0130ran\u2019\u0131n h\u0131zla sat\u0131\u015fa ba\u015flamas\u0131 ve s\u00fcpertanker \u00e7\u0131k\u0131\u015f\u0131 WTI\u2019\u0131 75 dolara itti. Piyasa 500 bin\u20131 milyon varil ek arz\u0131 fiyatl\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47704,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-48950","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\/48950","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=48950"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48950\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47704"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=48950"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=48950"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=48950"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}