ICE Brent, \u0130ran\u2019\u0131n Umman ile yeni sevkiyat d\u00fczenlemeleri \u00fczerinde anla\u015ft\u0131\u011f\u0131n\u0131 ve ortak bir a\u00e7\u0131klaman\u0131n haz\u0131rland\u0131\u011f\u0131n\u0131 s\u00f6ylemesinin ard\u0131ndan, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden enerji ak\u0131\u015flar\u0131n\u0131n yeniden a\u00e7\u0131lmas\u0131n\u0131 sa\u011flayabilecek olas\u0131 bir ABD\u2013\u0130ran anla\u015fmas\u0131n\u0131 fiyatlayan i\u015flemlerle 80 $\/varilin alt\u0131nda kald\u0131. Piyasalar\u0131n oda\u011f\u0131, g\u00f6r\u00fc\u015fmelerin kesintiye u\u011frayan ak\u0131\u015flar\u0131n yeniden ba\u015flamas\u0131na yetecek \u00f6l\u00e7\u00fcde ilerleyip ilerlemeyece\u011finde kal\u0131rken; rafine \u00fcr\u00fcn piyasalar\u0131 Orta Do\u011fu\u2019daki aksamalar ve Rusya\u2019n\u0131n dizel ihracat yasa\u011f\u0131yla ba\u011flant\u0131l\u0131 s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n deste\u011fini g\u00f6rd\u00fc.<\/p>\n
ABD\u2019de EIA, ticari ham petrol stoklar\u0131n\u0131n 2,48 milyon varil artt\u0131\u011f\u0131n\u0131, SPR\u2019nin ise 2,84 milyon varil azald\u0131\u011f\u0131n\u0131; b\u00f6ylece toplam ham petrol stoklar\u0131n\u0131n 362 bin varil geriledi\u011fini bildirdi. Ham petrol ithalat\u0131 haftal\u0131k bazda 515 bin varil\/g\u00fcn artarken, ihracat 218 bin varil\/g\u00fcn y\u00fckseldi. Benzin stoklar\u0131 1,64 milyon varil, distilat stoklar\u0131 3,47 milyon varil azald\u0131. Distilat ihracat\u0131 ise haftal\u0131k bazda 98 bin varil\/g\u00fcn art\u0131\u015fla rekor 1,88 milyon varil\/g\u00fcne \u00e7\u0131karak i\u00e7 piyasay\u0131 s\u0131k\u0131la\u015ft\u0131rd\u0131.<\/p>\n
ICE Brent\u2019in, ABD, \u0130ran ve Umman aras\u0131ndaki m\u00fczakerelerin H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan sevkiyat ak\u0131\u015flar\u0131n\u0131n daha sorunsuz i\u015fleyece\u011fine dair umutlar\u0131 art\u0131rmas\u0131na ra\u011fmen 80 $\/varil e\u015fi\u011finin \u00fczerine yerle\u015fmekte zorland\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. T\u00fcrev piyasas\u0131 kat\u0131l\u0131mc\u0131lar\u0131, resmi bir anla\u015fman\u0131n imzalanmas\u0131 halinde ani fiyat d\u00fc\u015f\u00fc\u015flerine haz\u0131rl\u0131kl\u0131 olmal\u0131; zira bu kritik ge\u00e7i\u015f noktas\u0131 tarihsel olarak d\u00fcnyan\u0131n s\u0131v\u0131 petrol t\u00fcketiminin yakla\u015f\u0131k %20\u2019sini ta\u015f\u0131maktad\u0131r. Bununla birlikte, Orta Do\u011fu\u2019da jeopolitik man\u015fet ak\u0131\u015f\u0131 son derece \u00f6ng\u00f6r\u00fclemez oldu\u011fundan, ham petrolde \u015fimdilik a\u015f\u0131r\u0131 agresif k\u0131sa pozisyonlardan ka\u00e7\u0131n\u0131lmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n
Ham petrol fiyatlar\u0131 bask\u0131 alt\u0131nda kal\u0131rken, rafine \u00fcr\u00fcn taraf\u0131nda belirgin bir ayr\u0131\u015fma g\u00f6r\u00fcyoruz: ciddi bir arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 olu\u015fuyor. Son veriler bu ayr\u0131\u015fmay\u0131 \u00f6ne \u00e7\u0131kar\u0131yor; ABD\u2019de benzin ve distilat stoklar\u0131 tek bir haftada s\u0131ras\u0131yla 1,64 milyon ve 3,47 milyon varil geriledi. Buradan faydalanmak i\u00e7in, k\u00fcresel arz hatlar\u0131 a\u011f\u0131r bi\u00e7imde t\u0131kal\u0131 kalmay\u0131 s\u00fcrd\u00fcr\u00fcrken, yat\u0131r\u0131mc\u0131lar\u0131n kalorifer yak\u0131t\u0131 veya dizel t\u00fcrevlerinde uzun pozisyonlar\u0131 de\u011ferlendirmesini \u00f6neriyoruz.<\/p>\n
ABD distilat ihracat\u0131, Rusya\u2019n\u0131n dizel ihracat yasaklar\u0131 ve sevkiyat darbo\u011fazlar\u0131n\u0131n yaratt\u0131\u011f\u0131 bo\u015flu\u011fu doldurmak amac\u0131yla rekor 1,88 milyon varil\/g\u00fcn seviyesine s\u0131\u00e7rad\u0131. Tarihsel olarak, y\u00fcksek ihracat talebi ve d\u00fc\u015f\u00fck yurti\u00e7i stok d\u00f6nemlerinde distilat crack spread\u2019lerinin belirgin bi\u00e7imde geni\u015fleme e\u011filiminde oldu\u011fu g\u00f6r\u00fcl\u00fcr. \u00d6n\u00fcm\u00fczdeki haftalarda en cazip risk-getiri profilinin crack spread i\u015flemlerinde\u2014distilat vadeli al\u0131p ham petrol vadeli satmak\u2014oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n\n\n\n
Hemen i\u015flem yapmaya ba\u015flay\u0131n \u2014 ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":" Brent 80 dolar\u0131n alt\u0131nda: \u0130ran-Umman sevkiyat anla\u015fmas\u0131 ve olas\u0131 ABD-\u0130ran uzla\u015f\u0131s\u0131 H\u00fcrm\u00fcz ak\u0131\u015flar\u0131n\u0131 fiyatl\u0131yor. ABD\u2019de stoklar kar\u0131\u015f\u0131k; benzin\/distilat d\u00fc\u015f\u00fc\u015f\u00fc, rekor distilat ihracat\u0131 ve Rusya yasa\u011f\u0131 crack spreadleri destekliyor.<\/p>\n","protected":false},"author":87,"featured_media":49979,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52439","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t