ABD\u2019li yetkililer, Reuters\u2019a g\u00f6re Umman arabuluculu\u011funda \u0130ran\u2019la y\u00fcr\u00fct\u00fclen g\u00f6r\u00fc\u015fmelerde ilerleme kaydedildi\u011fini ve k\u0131sa s\u00fcre i\u00e7inde bir anla\u015fman\u0131n imzalanabilece\u011fini s\u00f6yledi. Anla\u015fman\u0131n duyurulmas\u0131 halinde, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden ticari deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 yeniden normale d\u00f6nerken ABD de ablukas\u0131n\u0131 kald\u0131racak. Zamanlama ve kesin \u015fartlar, kamuoyuna yap\u0131lacak olas\u0131 bir a\u00e7\u0131klama beklenirken hen\u00fcz teyit edilmi\u015f de\u011fil.<\/p>\n
Ayr\u0131 olarak bir yetkili ABC News\u2019e, m\u00fczakerecilerin 60 g\u00fcnle s\u0131n\u0131rl\u0131 ge\u00e7ici bir g\u00fczerg\u00e2h\u0131 g\u00f6r\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc, ancak kamuoyuna a\u00e7\u0131klanana kadar hi\u00e7bir \u015feyin kesinle\u015fmi\u015f say\u0131lmayaca\u011f\u0131n\u0131 vurgulad\u0131. Bir ba\u015fka kaynak ise Trump y\u00f6netiminin bo\u011fazdan ticari seyr\u00fcseferde tam serbestlik istedi\u011fini; \u0130ran\u2019\u0131n ge\u00e7i\u015f \u00fccreti uygulamas\u0131n\u0131 ya da gemilerin H\u00fcrm\u00fcz\u2019den ge\u00e7i\u015f i\u00e7in \u0130ran\u2019dan onay almas\u0131n\u0131 gerektirecek herhangi bir d\u00fczenlemeyi reddetti\u011fini aktard\u0131.<\/p>\n
Olas\u0131 ABD-\u0130ran anla\u015fmas\u0131 yakla\u015f\u0131rken petrolde volatilite primlerinde sert bir d\u00fc\u015f\u00fc\u015fe haz\u0131rl\u0131kl\u0131 olmak gerekiyor. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na y\u00f6nelik ablukas\u0131n\u0131n kald\u0131r\u0131lmas\u0131 durumunda, engelsiz sevkiyat\u0131n ani d\u00f6n\u00fc\u015f\u00fc Brent petrol fiyatlar\u0131n\u0131 h\u0131zla a\u015fa\u011f\u0131 \u00e7ekebilir. Tarihsel olarak bo\u011fazdan g\u00fcnl\u00fck yakla\u015f\u0131k 21 milyon varil petrol ge\u00e7iyor; bu da k\u00fcresel petrol s\u0131v\u0131 t\u00fcketiminin y\u00fczde 20\u2019sinden fazlas\u0131na denk geliyor. Dolay\u0131s\u0131yla herhangi bir at\u0131l\u0131m, k\u00fcresel arz endi\u015felerini derhal azaltacakt\u0131r.<\/p>\n
Ba\u015far\u0131l\u0131 bir anla\u015fmadan faydalanmak i\u00e7in t\u00fcrev i\u015flem yat\u0131r\u0131mc\u0131lar\u0131n\u0131n Brent ve WTI vadeli kontratlar\u0131nda k\u0131sa pozisyon a\u00e7mas\u0131n\u0131 veya ba\u015fa ba\u015fa (near-the-money) al\u0131m seviyelerine yak\u0131n sat\u0131m (put) opsiyonlar\u0131 sat\u0131n almas\u0131n\u0131 \u00f6neriyoruz. Basra K\u00f6rfezi\u2019nde ge\u00e7mi\u015f jeopolitik gerilim d\u00fc\u015f\u00fc\u015flerine ili\u015fkin veriler, resmi bir diplomatik at\u0131l\u0131m\u0131n ard\u0131ndan petrol fiyatlar\u0131n\u0131n birka\u00e7 g\u00fcn i\u00e7inde y\u00fczde 5 ila y\u00fczde 8 gerileyebildi\u011fini g\u00f6steriyor. G\u00fcndeme gelen 60 g\u00fcnl\u00fck ge\u00e7ici g\u00fczerg\u00e2h, enerji t\u00fcrev piyasalar\u0131nda a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131n\u0131n bask\u0131n kalmas\u0131n\u0131n muhtemel oldu\u011fu net bir k\u0131sa vadeli pencere sunuyor.<\/p>\n
Bununla birlikte, Trump y\u00f6netiminin \u201cs\u0131f\u0131r \u0130ran ge\u00e7i\u015f \u00fccreti\u201d ve mutlak seyr\u00fcsefer serbestisi \u0131srar\u0131 nedeniyle g\u00f6r\u00fc\u015fmelerin \u00e7\u00f6kme riskine kar\u015f\u0131 da korunma (hedge) gerekiyor. \u0130ran\u2019\u0131n bu kat\u0131 ko\u015fullar\u0131 reddetmesi ve m\u00fczakerelerin da\u011f\u0131lmas\u0131 halinde ham petrol fiyatlar\u0131 h\u0131zla varil ba\u015f\u0131na 90 dolar\u0131n \u00fczerine s\u0131\u00e7rayabilir. Bu nedenle t\u00fcrev i\u015flem yat\u0131r\u0131mc\u0131lar\u0131, diplomaside sonucun hangi y\u00f6ne evrilece\u011finden ba\u011f\u0131ms\u0131z olarak y\u00fcksek volatiliteden faydalanmak i\u00e7in uzun straddle opsiyon stratejilerini de\u011ferlendirmeli.<\/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":" Piyasaya fla\u015f: Umman arabuluculu\u011funda ABD-\u0130ran g\u00f6r\u00fc\u015fmeleri ilerliyor; anla\u015fma yak\u0131n. H\u00fcrm\u00fcz\u2019de normalle\u015fme Brent\u2019te volatilite primini d\u00fc\u015f\u00fcr\u00fcp fiyat\u0131 a\u015fa\u011f\u0131 \u00e7ekebilir; belirsizlik s\u00fcrerse 90 dolar riskiyle hedge\/stratejiler \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":49959,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52534","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