{"id":49382,"date":"2026-06-04T02:00:02","date_gmt":"2026-06-04T02:00:02","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/wti-orta-dogu-gerilimleri-hurmuz-riski-ve-abd-stoklarindaki-sert-dususun-etkisiyle-yukseliste\/"},"modified":"2026-06-04T02:00:02","modified_gmt":"2026-06-04T02:00:02","slug":"wti-orta-dogu-gerilimleri-hurmuz-riski-ve-abd-stoklarindaki-sert-dususun-etkisiyle-yukseliste","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/wti-orta-dogu-gerilimleri-hurmuz-riski-ve-abd-stoklarindaki-sert-dususun-etkisiyle-yukseliste\/","title":{"rendered":"WTI, Orta Do\u011fu gerilimleri, H\u00fcrm\u00fcz riski ve ABD stoklar\u0131ndaki sert d\u00fc\u015f\u00fc\u015f\u00fcn etkisiyle y\u00fckseli\u015fte"},"content":{"rendered":"

WTI, \u00c7ar\u015famba g\u00fcn\u00fc \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc seansta y\u00fckselerek yakla\u015f\u0131k iki haftan\u0131n en y\u00fcksek seviyesine \u00e7\u0131kt\u0131. Orta Do\u011fu\u2019da t\u0131rmanan \u00e7at\u0131\u015fmalar, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 yeniden a\u00e7abilecek k\u0131sa vadeli bir ABD-\u0130ran anla\u015fmas\u0131na y\u00f6nelik beklentileri zay\u0131flatt\u0131. Yaz\u0131m s\u0131ras\u0131nda fiyatlar varil ba\u015f\u0131na 94 dolar civar\u0131ndayd\u0131. \u0130ran, Kuveyt ve Bahreyn\u2019e f\u00fcze ve \u0130HA sald\u0131r\u0131lar\u0131 d\u00fczenledi; ABD ise \u0130ran\u2019\u0131n Ke\u015fm Adas\u0131\u2019na \u201cme\u015fru m\u00fcdafaa\u201d kapsam\u0131nda sald\u0131r\u0131lar ger\u00e7ekle\u015ftirdi. Buna kar\u015f\u0131n g\u00f6r\u00fc\u015fmelerin s\u00fcrd\u00fc\u011f\u00fc ve Tahran\u2019\u0131n d\u00f6rt a\u015famal\u0131 bir teklif sundu\u011fu bildirildi.<\/p>\n

M\u00fczakerelerin merkezinde H\u00fcrm\u00fcz Bo\u011faz\u0131 yer almaya devam etti. \u0130ran, g\u00fczerg\u00e2h \u00fczerindeki kontrol\u00fc bir egemenlik meselesi olarak \u00e7er\u00e7eveliyor; s\u00f6z konusu suyolu k\u00fcresel petrol ticaretinin yakla\u015f\u0131k %20\u2019sini ta\u015f\u0131yor. Financial Times, BAE\u2019nin benzini, dizeli ve jet yak\u0131t\u0131n\u0131 Abu Dabi\u2019den F\u00fcceyre\u2019ye H\u00fcrm\u00fcz\u2019den ge\u00e7meden ta\u015f\u0131mak \u00fczere ilk \u00e7ok yak\u0131tl\u0131 boru hatt\u0131n\u0131 planlad\u0131\u011f\u0131n\u0131 bildirdi. Ayr\u0131 olarak EIA, ABD ham petrol stoklar\u0131n\u0131n ge\u00e7en hafta 7,97 milyon varil azald\u0131\u011f\u0131n\u0131; bunun 4 milyon varillik azal\u0131\u015f beklentisinin \u00fczerinde oldu\u011funu ve \u015eubat\u2019tan bu yana en b\u00fcy\u00fck haftal\u0131k d\u00fc\u015f\u00fc\u015fe i\u015faret etti\u011fini a\u00e7\u0131klad\u0131.<\/p>\n

WTI \u0130\u00e7in Yak\u0131n Vadede Y\u00fckseli\u015f\u00e7i G\u00f6r\u00fcn\u00fcm<\/h3>\n

Mevcut ortam\u0131n, yak\u0131n vadede WTI ham petrol fiyatlar\u0131 a\u00e7\u0131s\u0131ndan y\u00fckseli\u015f\u00e7i oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. \u00d6zellikle \u0130ran\u2019\u0131 i\u00e7eren Orta Do\u011fu\u2019daki t\u0131rmanan \u00e7at\u0131\u015fma, hen\u00fcz fiyatlara tam yans\u0131mam\u0131\u015f kayda de\u011fer bir jeopolitik risk primi yarat\u0131yor. Bu tablo, ABD ham petrol stoklar\u0131nda \u015eubat\u2019tan bu yana g\u00f6r\u00fclen en b\u00fcy\u00fck d\u00fc\u015f\u00fc\u015fle daha da g\u00fc\u00e7leniyor ve piyasan\u0131n s\u0131k\u0131la\u015ft\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n

Piyasa Oynakl\u0131\u011f\u0131 ve Risk Primleri<\/h3>\n

Bu belirsizlik, piyasada oynakl\u0131kta s\u0131\u00e7ramaya neden oluyor; t\u00fcrev i\u015flemler yapan yat\u0131r\u0131mc\u0131lar\u0131n bunu dikkate almas\u0131 gerekir. Petrol fiyat oynakl\u0131\u011f\u0131n\u0131n \u00f6nemli g\u00f6stergelerinden OVX, ge\u00e7en hafta %25\u2019in \u00fczerinde artarak 45,2\u2019ye y\u00fckseldi. Bunun, fiyat\u0131n 100 dolar seviyesine do\u011fru sert yukar\u0131 hareket potansiyelinden yararlanmak i\u00e7in al\u0131m (call) opsiyonlar\u0131n\u0131 cazip k\u0131ld\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n

Son 7,97 milyon varillik stok d\u00fc\u015f\u00fc\u015f\u00fc, yaz s\u00fcr\u00fc\u015f sezonu \u00f6ncesinde g\u00fc\u00e7l\u00fc talebe ili\u015fkin g\u00fc\u00e7l\u00fc bir sinyal. Bu gerileme, ABD stoklar\u0131n\u0131 haziran ba\u015f\u0131 itibar\u0131yla be\u015f y\u0131ll\u0131k ortalaman\u0131n yakla\u015f\u0131k %8 alt\u0131na indiriyor. Bu nedenle, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda ya\u015fanabilecek ilave arz kesintilerinin fiyat \u00fczerinde orant\u0131s\u0131z bir etki yaratmas\u0131 muhtemel.<\/p>\n

2019\u2019da H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki gerilimlerin tek bir g\u00fcnde fiyat\u0131 h\u0131zla %15 s\u0131\u00e7ratt\u0131\u011f\u0131n\u0131 hat\u0131rl\u0131yoruz. Mevcut do\u011frudan askeri kar\u015f\u0131l\u0131kl\u0131 hamleler dikkate al\u0131nd\u0131\u011f\u0131nda, h\u0131zl\u0131 bir y\u00fckseli\u015f olas\u0131l\u0131\u011f\u0131 olduk\u00e7a ger\u00e7ek. Yat\u0131r\u0131mc\u0131lar\u0131n, olas\u0131 bir gerilimin azalmas\u0131na i\u015faret edebilecek her t\u00fcrl\u00fc ba\u015fl\u0131\u011f\u0131 yak\u0131ndan izlerken bu yukar\u0131 y\u00f6nl\u00fc senaryoya g\u00f6re pozisyonlanmas\u0131 gerekir.<\/p>\n","protected":false},"excerpt":{"rendered":"

Petrolde tansiyon y\u00fckseliyor: WTI 94 dolarda, iki haftan\u0131n zirvesinde. \u0130ran-ABD gerilimi H\u00fcrm\u00fcz risk primini b\u00fcy\u00fct\u00fcrken ABD stoklar\u0131 7,97 milyon d\u00fc\u015ft\u00fc. OVX s\u0131\u00e7rad\u0131; 100 dolar senaryosu g\u00fc\u00e7leniyor.<\/p>\n","protected":false},"author":87,"featured_media":47776,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49382","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\/49382","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=49382"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49382\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47776"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49382"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49382"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49382"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}