{"id":49149,"date":"2026-06-19T10:42:35","date_gmt":"2026-06-19T10:42:35","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/abd-iran-bogazi-anlasmasi-savas-primini-azaltinca-brent-7985-dolara-toparlandi\/"},"modified":"2026-06-19T10:42:35","modified_gmt":"2026-06-19T10:42:35","slug":"abd-iran-bogazi-anlasmasi-savas-primini-azaltinca-brent-7985-dolara-toparlandi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/abd-iran-bogazi-anlasmasi-savas-primini-azaltinca-brent-7985-dolara-toparlandi\/","title":{"rendered":"ABD-\u0130ran Bo\u011faz\u0131 Anla\u015fmas\u0131 Sava\u015f Primini Azalt\u0131nca Brent 79,85 Dolara Toparland\u0131"},"content":{"rendered":"

Deutsche Bank\u2019in aktard\u0131\u011f\u0131na g\u00f6re Brent ham petrol, ABD\u2011\u0130ran mutabakat zapt\u0131n\u0131n ard\u0131ndan ba\u015flang\u0131\u00e7ta geriledi ancak toparlanarak varil ba\u015f\u0131na 79,85 dolardan g\u00fcn\u00fc %0,38 art\u0131da kapatt\u0131; g\u00fcn i\u00e7inde 76,45 dolara kadar geriledi. Hareket, yetkililerin H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7i\u015fin yeniden ba\u015flad\u0131\u011f\u0131na i\u015faret etmesiyle, piyasa pozisyonlanmas\u0131n\u0131n sava\u015f kaynakl\u0131 ekonomik endi\u015felerden uzakla\u015fmas\u0131n\u0131n ard\u0131ndan geldi.<\/p>\n

ABD ve \u0130ranl\u0131 yetkililer petrol ak\u0131\u015flar\u0131n\u0131n yeniden ba\u015flad\u0131\u011f\u0131n\u0131 belirtirken, ABD ba\u015fkan yard\u0131mc\u0131s\u0131 \u00f6nceki gece bo\u011fazdan 12,5 milyon varilin ge\u00e7ti\u011fini s\u00f6yledi ve ABD ablukas\u0131n\u0131 yakla\u015f\u0131k bir d\u00fczine geminin a\u015ft\u0131\u011f\u0131n\u0131 ekledi. D\u00fczenleme kapsam\u0131nda \u0130ran, 60 g\u00fcn boyunca ticari gemilere \u00fccretsiz g\u00fcvenli ge\u00e7i\u015f sa\u011flayacak; ayr\u0131ca H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda gelecekteki idare ve denizcilik hizmetlerine ili\u015fkin Umman ile g\u00f6r\u00fc\u015fmeler y\u00fcr\u00fctecek. Y\u00f6neti\u015fim d\u00fczenlemeleri ve olas\u0131 gelecekteki \u00fccretler ise hen\u00fcz netle\u015fmi\u015f de\u011fil.<\/p>\n

K\u0131sa Vadeli Etkiler ve \u0130\u015flem Stratejileri<\/h3>\n

ABD ile \u0130ran aras\u0131ndaki yeni mutabakat \u0131\u015f\u0131\u011f\u0131nda, petrol fiyatlar\u0131n\u0131 yukar\u0131da tutan acil \u201csava\u015f primi\u201dnin s\u00f6n\u00fcmlenmeye ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan halihaz\u0131rda 12,5 milyon varilin ge\u00e7ti\u011finin teyidi, ak\u0131\u015flar\u0131n h\u0131zla normale d\u00f6nd\u00fc\u011f\u00fcne i\u015faret ediyor. K\u00fcresel g\u00fcnl\u00fck petrol t\u00fcketiminin yakla\u015f\u0131k %20\u2019sinin bu bo\u011fazdan ge\u00e7ti\u011fi dikkate al\u0131nd\u0131\u011f\u0131nda, garanti edilen ge\u00e7i\u015f k\u0131sa vadede arz kesintisi riskini belirgin bi\u00e7imde azalt\u0131yor.<\/p>\n

\u00d6n\u00fcm\u00fczdeki birka\u00e7 hafta i\u00e7inde bunun Brent fiyatlar\u0131 \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yarataca\u011f\u0131n\u0131 ve piyasay\u0131 yumu\u015fataca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyoruz. 60 g\u00fcnl\u00fck \u00fccretsiz ge\u00e7i\u015f penceresi net bir istikrar d\u00f6nemi sunuyor; bu da yak\u0131n vade opsiyonlarda ima edilen oynakl\u0131\u011f\u0131 d\u00fc\u015f\u00fcrmeli. Temmuz ve a\u011fustos ba\u015f\u0131 vadeli, \u201cvade d\u0131\u015f\u0131\u201d (out-of-the-money) al\u0131m opsiyonlar\u0131n\u0131n sat\u0131lmas\u0131 veya sat\u0131m opsiyonu (put) al\u0131nmas\u0131, fiyatlar\u0131n 70\u2019li dolarlar\u0131n orta band\u0131na do\u011fru sarkmas\u0131na y\u00f6nelik temkinli bir pozisyonlanma stratejisi olarak de\u011ferlendirilebilir.<\/p>\n

Orta Vadeli Piyasa Dinamikleri ve Risk Ba\u015fl\u0131klar\u0131<\/h3>\n

Bununla birlikte, altta yatan piyasa s\u0131k\u0131 olmaya devam etti\u011finden bu fiyat zay\u0131fl\u0131\u011f\u0131n\u0131n ge\u00e7ici kalmas\u0131 muhtemel. Son EIA verileri, ABD ham petrol stoklar\u0131n\u0131n ge\u00e7en hafta 2,5 milyon varil azald\u0131\u011f\u0131n\u0131 g\u00f6sterirken, OPEC+ ikinci \u00e7eyrek boyunca \u00fcretim disiplinini korudu. Fiyat\u0131n 76,45 dolara kadar inip h\u0131zla yeniden yakla\u015f\u0131k 80 dolara toparlanmas\u0131, temel talebin geri d\u00f6nen arz\u0131 absorbe edecek kadar g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n

Bu nedenle ana oda\u011f\u0131m\u0131z, a\u011fustos ortas\u0131ndaki 60 g\u00fcnl\u00fck s\u00fcrenin sonuna yakla\u015fan d\u00f6nem. 2015\u2019teki JCPOA anla\u015fmas\u0131na y\u00f6nelik m\u00fczakereler s\u0131ras\u0131nda da benzer \u015fekilde oynakl\u0131\u011f\u0131n y\u00fckseldi\u011fi bir tablo g\u00f6rm\u00fc\u015ft\u00fck. Gelecekteki ge\u00e7i\u015f \u00fccretlerine ve b\u00f6lgesel istikrara ili\u015fkin belirsizliklerin yeniden g\u00fcndeme gelmesiyle anlaml\u0131 bir fiyat hareketine pozisyon almak amac\u0131yla, daha uzun vadeli straddle veya strangle stratejileriyle al\u0131m yapmay\u0131 planl\u0131yoruz.<\/p>\n","protected":false},"excerpt":{"rendered":"

H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda ak\u0131\u015flar\u0131n yeniden ba\u015flamas\u0131yla Brent, sava\u015f primini silip 79,85 dolara y\u00fckseldi; 60 g\u00fcnl\u00fck \u00fccretsiz ge\u00e7i\u015f arz \u015fokunu azalt\u0131yor. K\u0131sa vadede bask\u0131, s\u00fcre sonuna yakla\u015f\u0131rken oynakl\u0131k riski.<\/p>\n","protected":false},"author":87,"featured_media":47749,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49149","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\/49149","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=49149"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49149\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47749"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49149"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49149"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49149"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}