Baker Hughes, ABD petrol sondaj kulesi say\u0131s\u0131n\u0131 454 olarak a\u00e7\u0131klad\u0131; bu rakam piyasa beklentisi olan 452\u2019nin \u00fczerinde ger\u00e7ekle\u015fti. Veri, son raporlama d\u00f6neminde \u00f6ng\u00f6r\u00fclene k\u0131yasla sondaj faaliyetlerinde marjinal olarak daha y\u00fcksek bir seviyeye i\u015faret ediyor.<\/p>\n\n
G\u00fcncelleme, kule say\u0131s\u0131n\u0131 konsens\u00fcs\u00fcn 2 adet \u00fczerine ta\u015f\u0131yarak upstream kapasite e\u011filimlerine dair k\u0131sa vadeli bir g\u00f6sterge sunuyor. Baker Hughes verileri, d\u00fczenli ABD kule say\u0131m\u0131 b\u00fclteninde payla\u015ft\u0131.<\/p>\n\n
ABD petrol kulesi say\u0131s\u0131n\u0131n beklentilerin \u00fczerinde 454\u2019e y\u00fckselmesi, yurt i\u00e7i sondaj \u015firketlerinin yava\u015flama beklentilerine ra\u011fmen tempoyu korudu\u011funu g\u00f6steriyor. Beklentiyi a\u015fan aktif kule say\u0131s\u0131, yurt i\u00e7i \u00fcretimin y\u00fcksek dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131 s\u00fcrd\u00fcrerek k\u00fcresel piyasada g\u00fc\u00e7l\u00fc bir arz taban\u0131 olu\u015fturaca\u011f\u0131na i\u015faret ediyor. \u00d6n\u00fcm\u00fczdeki haftalarda bu arz taraf\u0131 dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131n, West Texas Intermediate (WTI) ham petrol fiyatlar\u0131nda anlaml\u0131 yukar\u0131 y\u00f6nl\u00fc rallileri s\u0131n\u0131rlayaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n\n
Tarihsel olarak, ABD ham petrol \u00fcretimi, sondaj verimlili\u011findeki belirgin art\u0131\u015flar sayesinde aktif kule say\u0131s\u0131 bu g\u00f6rece d\u00fc\u015f\u00fck seviyelerde seyrederken bile g\u00fcnl\u00fck 13 milyon varilin \u00fczerindeki rekor seviyelere yak\u0131n g\u00fc\u00e7l\u00fc kalmay\u0131 ba\u015fard\u0131. Son say\u0131m\u0131n konsens\u00fcs\u00fc a\u015fmas\u0131, \u00fcreticilerin \u00e7\u0131kt\u0131y\u0131 korumaya h\u00e2l\u00e2 g\u00fc\u00e7l\u00fc \u015fekilde motive oldu\u011funa dair bir kan\u0131t niteli\u011finde. K\u00fcresel talep belirsizli\u011fini korurken, bu \u0131srarc\u0131 arz kapasitesinin WTI fiyatlar\u0131n\u0131 kritik diren\u00e7 seviyelerinin alt\u0131nda s\u0131n\u0131rlamas\u0131 muhtemel.<\/p>\n\n
Bunu de\u011ferlendirmek i\u00e7in, \u00f6n\u00fcm\u00fczdeki haftalarda hafif a\u015fa\u011f\u0131 y\u00f6nl\u00fc e\u011filimle birlikte yatay bantta seyreden bir petrol piyasas\u0131na g\u00f6re pozisyonlanmal\u0131y\u0131z. Yukar\u0131 y\u00f6nl\u00fc momentumun zay\u0131flamas\u0131yla prim geliri elde etmek amac\u0131yla vade d\u0131\u015f\u0131 (out-of-the-money) al\u0131m (call) opsiyonlar\u0131n\u0131n sat\u0131lmas\u0131n\u0131 veya ay\u0131 call spread stratejilerinin kullan\u0131lmas\u0131n\u0131 \u00f6neriyoruz. Y\u00fcksek \u00fcretim rakamlar\u0131n\u0131n daha sert bir sat\u0131\u015f dalgas\u0131n\u0131 tetiklemesi ihtimaline kar\u015f\u0131, ham petrol vadeli i\u015flemleri \u00fczerine s\u0131n\u0131rl\u0131 miktarda sat\u0131m (put) opsiyonu almak da d\u00fc\u015f\u00fck maliyetli bir koruma (hedge) sa\u011flar.<\/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":" S\u00fcrpriz kule art\u0131\u015f\u0131: Baker Hughes ABD petrol sondaj kulesini 454 a\u00e7\u0131klad\u0131, beklenti 452. \u00dcretim dayan\u0131kl\u0131l\u0131\u011f\u0131 arz\u0131 g\u00fc\u00e7l\u00fc tutup WTI\u2019da yukar\u0131 rallileri s\u0131n\u0131rlayabilir; yatay bantta call sat\u0131\u015f\u0131, bear spread ve koruyucu put \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50158,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52520","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