ABD Enerji Enformasyon \u0130daresi\u2019nin (EIA) 12 Haziran ile sona eren haftaya ili\u015fkin verileri, ham petrol stoklar\u0131n\u0131n 8,262 milyon varil azald\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Bu, 4,6 milyon varillik stok d\u00fc\u015f\u00fc\u015f\u00fc beklentisiyle kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda daha g\u00fc\u00e7l\u00fc bir ger\u00e7ekle\u015fmeye i\u015faret ediyor.<\/p>\n
Ger\u00e7ekle\u015fen veri, tahmine g\u00f6re stoklar\u0131n beklentinin 3,662 milyon varil \u00fczerinde azald\u0131\u011f\u0131 anlam\u0131na geliyor. Rakamlar, EIA taraf\u0131ndan raporlanan ABD ham petrol stoklar\u0131na ili\u015fkindir.<\/p>\n
Tahmin edilene k\u0131yasla neredeyse iki kat\u0131na yakla\u015fan bu belirgin stok azalmas\u0131, beklenmedik \u00f6l\u00e7\u00fcde g\u00fc\u00e7l\u00fc bir talebe i\u015faret ediyor. Bunu petrol piyasas\u0131 i\u00e7in net bir y\u00fckseli\u015f (bullish) sinyali olarak g\u00f6r\u00fcyoruz. Yaz aylar\u0131ndaki yo\u011fun ara\u00e7 kullan\u0131m sezonunun zirvesine yakla\u015f\u0131rken t\u00fcketimin g\u00fc\u00e7l\u00fc seyretti\u011fini g\u00f6steriyor.<\/p>\n
Bu rapor, mevsimsel talebin g\u00fc\u00e7lendi\u011fi y\u00f6n\u00fcndeki g\u00f6r\u00fc\u015f\u00fcm\u00fczle \u00f6rt\u00fc\u015f\u00fcyor. Son veriler, ABD benzin t\u00fcketiminin ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re yakla\u015f\u0131k %2,5 artt\u0131\u011f\u0131n\u0131, yak\u0131t ihtiyac\u0131n\u0131 kar\u015f\u0131lamak \u00fczere rafineri kullan\u0131m oranlar\u0131n\u0131n da %95\u2019in \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu da ham petrol\u00fcn depoda beklemek yerine aktif \u015fekilde i\u015flendi\u011fini teyit ediyor.<\/p>\n
Arz taraf\u0131nda ise OPEC+\u2019\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek boyunca \u00fcretim kesintilerini s\u00fcrd\u00fcrme taahh\u00fcd\u00fcn\u00fc yineledi\u011fini not ediyoruz. Bu durum, g\u00fc\u00e7l\u00fc talebi dengeleyebilecek potansiyel yeni arz kaynaklar\u0131ndan birini ortadan kald\u0131r\u0131yor. Dolay\u0131s\u0131yla piyasa, sadece birka\u00e7 hafta \u00f6nce pek \u00e7ok ki\u015finin \u00f6ng\u00f6rd\u00fc\u011f\u00fcnden daha s\u0131k\u0131 bir g\u00f6r\u00fcn\u00fcme b\u00fcr\u00fcnm\u00fc\u015f durumda.<\/p>\n
Bu fakt\u00f6rler \u0131\u015f\u0131\u011f\u0131nda, \u00f6n\u00fcm\u00fczdeki haftalarda daha y\u00fcksek fiyatlar i\u00e7in pozisyon al\u0131yoruz. A\u011fustos vadeli WTI ve Brent kontratlar\u0131nda al\u0131m (call) opsiyonu sat\u0131n alman\u0131n cazip bir risk-getiri profili sundu\u011funa inan\u0131yoruz. Bu strateji, talebin zirve yapt\u0131\u011f\u0131 d\u00f6nemde beklenen yukar\u0131 y\u00f6nl\u00fc trendden faydalanma imk\u00e2n\u0131 sa\u011fl\u0131yor.<\/p>\n
Tarihsel olarak petrol fiyatlar\u0131 \u00e7o\u011fu zaman temmuz ay\u0131nda mevsimsel bir zirve bulur ve bu y\u0131lki kurulum olduk\u00e7a tan\u0131d\u0131k geliyor. S\u00fcrpriz bir stok d\u00fc\u015f\u00fc\u015f\u00fc ile g\u00fc\u00e7l\u00fc talep kombinasyonu, ge\u00e7mi\u015f yaz rallilerini hat\u0131rlat\u0131yor. Bu e\u011filimin s\u00fcrmesini ve temmuza daha fazla yakla\u015ft\u0131k\u00e7a h\u0131zlanmas\u0131n\u0131 bekliyoruz.<\/p>\n","protected":false},"excerpt":{"rendered":"
S\u00fcrpriz stok erimesiyle petrol yeniden ralli sinyali veriyor: EIA\u2019ya g\u00f6re ham petrol stoklar\u0131 8,262 milyon varil d\u00fc\u015ft\u00fc, beklentiyi 3,662 milyon a\u015ft\u0131. Talep g\u00fc\u00e7l\u00fc, OPEC+ kesintileri s\u00fcr\u00fcyor; fiyatlarda yukar\u0131 potansiyel.<\/p>\n","protected":false},"author":87,"featured_media":47848,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49035","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\/49035","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=49035"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49035\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47848"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49035"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49035"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49035"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}