{"id":49661,"date":"2026-06-10T14:36:08","date_gmt":"2026-06-10T14:36:08","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/wti-abd-iran-geriliminin-stok-dususu-beklentilerini-telafi-edememesiyle-bes-gunluk-dususunu-surdurdu\/"},"modified":"2026-06-10T14:36:08","modified_gmt":"2026-06-10T14:36:08","slug":"wti-abd-iran-geriliminin-stok-dususu-beklentilerini-telafi-edememesiyle-bes-gunluk-dususunu-surdurdu","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/wti-abd-iran-geriliminin-stok-dususu-beklentilerini-telafi-edememesiyle-bes-gunluk-dususunu-surdurdu\/","title":{"rendered":"WTI, ABD-\u0130ran geriliminin stok d\u00fc\u015f\u00fc\u015f\u00fc beklentilerini telafi edememesiyle be\u015f g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrd\u00fc"},"content":{"rendered":"

Ham petrol fiyatlar\u0131 \u00c7ar\u015famba g\u00fcn\u00fc art arda be\u015finci seansta geriledi; Bat\u0131 Teksas t\u00fcr\u00fc (WTI) varil ba\u015f\u0131na 86,60 dolara inerek bu hafta \u015fu ana kadar 4 dolar\u0131n \u00fczerinde d\u00fc\u015f\u00fc\u015f kaydetti. ABD ile \u0130ran aras\u0131ndaki \u00e7at\u0131\u015fmalar, zaten k\u0131r\u0131lgan olan ate\u015fkese yeni bir gerginlik ekledi; ancak bu geli\u015fmeler petrolde kal\u0131c\u0131 bir y\u00fckseli\u015fi tetiklemeye yetmedi. \u0130ran Devrim Muhaf\u0131zlar\u0131 Ordusu, ABD\u2019nin \u0130ran\u2019\u0131n g\u00fcneyinde savunma ve radar sistemlerine y\u00f6nelik sald\u0131r\u0131s\u0131n\u0131n ard\u0131ndan Bahreyn, \u00dcrd\u00fcn ve Kuveyt\u2019teki ABD \u00fcslerini vurdu\u011funu a\u00e7\u0131klad\u0131. Ayr\u0131 olarak, haberlerde \u0130srail\u2019in L\u00fcbnan\u2019\u0131n g\u00fcneyine d\u00fczenledi\u011fi sald\u0131r\u0131larda alt\u0131 ki\u015finin \u00f6ld\u00fc\u011f\u00fc bildirildi.<\/p>\n

Yat\u0131r\u0131mc\u0131lar, ate\u015fkesin tekrarlayan ihlallerini b\u00fcy\u00fck \u00f6l\u00e7\u00fcde g\u00f6z ard\u0131 ederken, fiyatlar varil ba\u015f\u0131na 100 dolar\u0131n belirgin \u015fekilde alt\u0131nda kalmaya devam etti. G\u00fcn\u00fcn ilerleyen saatlerinde Enerji Enformasyon \u0130daresi\u2019nin (EIA) haftal\u0131k Ham Petrol Stok De\u011fi\u015fimi raporunu yay\u0131mlamas\u0131 bekleniyor. Raporda, art arda yedinci stok d\u00fc\u015f\u00fc\u015f\u00fcne i\u015faret edilmesi; 5 Haziran haftas\u0131nda ise bir \u00f6nceki haftadaki yakla\u015f\u0131k 8 milyon varillik d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan 4 milyon varillik bir \u00e7ekilme g\u00f6r\u00fclmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. Ticari ham petrol stoklar\u0131n\u0131n 2003\u2019ten bu yana en d\u00fc\u015f\u00fck seviyede oldu\u011fu belirtilirken, veri a\u00e7\u0131klamas\u0131n\u0131n WTI\u2019da k\u0131sa vadeli a\u015fa\u011f\u0131 y\u00f6nl\u00fc riskleri etkilemesi bekleniyor.<\/p>\n

Jeopolitik ile Piyasa Temelleri Aras\u0131ndaki Kopukluk<\/h3>\n

Piyasan\u0131n \u015fu anda jeopolitik alevlenmeleri g\u00f6z ard\u0131 ederek, ABD ile \u0130ran aras\u0131nda diplomatik bir \u00e7\u00f6z\u00fcm umuduna odakland\u0131\u011f\u0131n\u0131 g\u00f6zlemliyoruz. Bu duyarl\u0131l\u0131k, fiyatlardaki d\u00fc\u015f\u00fc\u015f ile fiziksel arz\u0131n s\u0131k\u0131la\u015fmas\u0131 aras\u0131nda bir kopukluk yarat\u0131yor. Bunun, \u00f6n\u00fcm\u00fczdeki haftalarda y\u00fckseli\u015f y\u00f6nl\u00fc pozisyonlar i\u00e7in bir f\u0131rsat penceresi sundu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n

Arz S\u0131k\u0131l\u0131\u011f\u0131 S\u00fcrerken Toparlanma \u0130\u00e7in Pozisyonlanma<\/h3>\n

Yakla\u015fan EIA raporunun 4 milyon varillik stok \u00e7ekilmesini teyit etmesi; ABD ticari stoklar\u0131n\u0131 425 milyon varile yakla\u015ft\u0131rmas\u0131 bekleniyor. Bu seviye, y\u0131l\u0131n bu d\u00f6nemi i\u00e7in 2003\u2019ten bu yana en d\u00fc\u015f\u00fck d\u00fczeye i\u015faret ediyor. Son veriler ayr\u0131ca OPEC+ \u00fcretim disiplininin y\u00fcksek seyretti\u011fini; uyum oran\u0131n\u0131n ge\u00e7en ay %100\u2019\u00fcn \u00fczerinde g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu arz s\u0131k\u0131l\u0131\u011f\u0131, ABD\u2019de yaz d\u00f6neminde benzin talebinin rekor k\u0131raca\u011f\u0131na y\u00f6nelik tahminlerle do\u011frudan kar\u015f\u0131 kar\u015f\u0131ya geliyor; talebin g\u00fcnl\u00fck 9,5 milyon varilin \u00fczerine \u00e7\u0131kmas\u0131 bekleniyor.<\/p>\n

Temmuz ve A\u011fustos\u2019ta beklenen arz a\u00e7\u0131\u011f\u0131 dikkate al\u0131nd\u0131\u011f\u0131nda, al\u0131m opsiyonlar\u0131 (call) edinerek bir toparlanmaya pozisyon al\u0131yoruz. \u00d6zellikle 90\u201395 dolar kullan\u0131m fiyat aral\u0131\u011f\u0131ndaki A\u011fustos vadeli WTI kontratlar\u0131na bak\u0131yoruz. Bu opsiyonlar, mevcut d\u00fc\u015f\u00fc\u015f trendinin primleri g\u00f6rece ucuz b\u0131rakmas\u0131 sayesinde, potansiyel yukar\u0131 y\u00f6nl\u00fc hareketten faydalanmam\u0131za imkan tan\u0131yor.<\/p>\n

Bu g\u00f6r\u00fcn\u00fcm, 2022 ortas\u0131ndaki piyasa ko\u015fullar\u0131n\u0131 and\u0131r\u0131yor: O d\u00f6nemde temel arz s\u0131k\u0131l\u0131\u011f\u0131, resesyon endi\u015felerini nihayetinde bast\u0131rm\u0131\u015f ve fiyatlarda belirgin bir ralliye yol a\u00e7m\u0131\u015ft\u0131. Piyasan\u0131n Orta Do\u011fu gerilimlerine y\u00f6nelik mevcut kay\u0131ts\u0131zl\u0131\u011f\u0131 benzer bir dinamik yarat\u0131yor. 86,60 dolarl\u0131k mevcut fiyat seviyesini, arz ger\u00e7e\u011fi fiyatlar\u0131 yukar\u0131 itmeden \u00f6nce cazip bir giri\u015f noktas\u0131 olarak g\u00f6r\u00fcyoruz.<\/p>\n","protected":false},"excerpt":{"rendered":"

Petrolde \u015fok d\u00fc\u015f\u00fc\u015f: WTI 86,60 dolara gerileyip haftal\u0131k 4+ dolar kaybetti. Jeopolitik gerilimler fiyat\u0131 ta\u015f\u0131yam\u0131yor. EIA\u2019da 4 milyon varil stok d\u00fc\u015f\u00fc\u015f\u00fc bekleniyor; arz s\u0131k\u0131, call opsiyonlar\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47757,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49661","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\/49661","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=49661"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49661\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47757"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49661"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49661"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49661"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}