WTI, 82,00 dolar\u0131n hemen \u00fczerinden 79,50 dolar\u0131n alt\u0131na gerileyip 50 g\u00fcnl\u00fck ortalamas\u0131n\u0131n alt\u0131na sarkt\u0131ktan sonra 80,00 dolar\u0131n hemen \u00fczerinde 1,69% d\u00fc\u015f\u00fc\u015fle i\u015flem g\u00f6r\u00fcyordu. ABD ticari ham petrol stoklar\u0131, 1,4 milyon varillik d\u00fc\u015f\u00fc\u015f beklentisine kar\u015f\u0131n haftal\u0131k bazda 17,4 milyon varil artarak 424,4 milyon varile y\u00fckseldi; buna ra\u011fmen stoklar h\u00e2l\u00e2 be\u015f y\u0131ll\u0131k ortalaman\u0131n yakla\u015f\u0131k 2% alt\u0131nda. Art\u0131\u015f, ihracat\u0131n zay\u0131flamas\u0131 ve ithalat\u0131n g\u00fcnl\u00fck 1,14 milyon varil artarak 7,3 milyon varile \u00e7\u0131kmas\u0131yla a\u011f\u0131rl\u0131kl\u0131 olarak K\u00f6rfez K\u0131y\u0131s\u0131\u2019nda yo\u011funla\u015ft\u0131; rafineriler \u00e7al\u0131\u015fabilir kapasitenin 96,2%\u2019sinde faaliyet g\u00f6sterdi; bu da daha zay\u0131f talepten ziyade navlun\/lojistik k\u0131s\u0131tlar\u0131na i\u015faret ediyor.<\/p>\n
\u00dcr\u00fcn piyasalar\u0131 s\u0131k\u0131 seyrini korudu: benzin stoklar\u0131 208,7 milyon varile gerileyerek be\u015f y\u0131ll\u0131k ortalaman\u0131n yakla\u015f\u0131k 6% alt\u0131na indi; distile \u00fcr\u00fcnler 107,1 milyon varile d\u00fc\u015ferek ortalaman\u0131n yakla\u015f\u0131k 12% alt\u0131nda kald\u0131. IEA, 2026 talep g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc 1,6 milyon varil\/g\u00fcn daralmaya \u00e7ekti; bu, temmuza k\u0131yasla 510 bin varil\/g\u00fcn daha fazla daralma anlam\u0131na geliyor. OPEC de 2026 b\u00fcy\u00fcme tahminini 780 bin varil\/g\u00fcn seviyesinden yakla\u015f\u0131k 600 bin varil\/g\u00fcne indirdi; IEA ise yine de bu \u00e7eyrekte 1,8 milyon varil\/g\u00fcn arz a\u00e7\u0131\u011f\u0131 \u00f6ng\u00f6r\u00fcyor. K\u00f6rfez \u00fcretimi temmuzda 2,5 milyon varil\/g\u00fcn toparlanarak 23,9 milyon varil\/g\u00fcne \u00e7\u0131kt\u0131 ancak \u00e7at\u0131\u015fma \u00f6ncesi seviyesinin 8,3 milyon varil\/g\u00fcn alt\u0131nda kalmay\u0131 s\u00fcrd\u00fcr\u00fcyor; 12 A\u011fustos itibar\u0131yla y\u00f6nlendirilen gemi say\u0131s\u0131 59\u2019a ula\u015f\u0131rken, H\u00fcrm\u00fcz Bo\u011faz\u0131 ge\u00e7i\u015fleri sal\u0131 g\u00fcn\u00fc sava\u015f \u00f6ncesi g\u00fcnde yakla\u015f\u0131k 130\u2019a k\u0131yasla sekize d\u00fc\u015ft\u00fc. Temmuz \u00dcFE beklenti 0,2% iken yatay kald\u0131; y\u0131ll\u0131k oran 4,7% olurken \u00e7ekirdek \u00dcFE 0,3% tahmine kar\u015f\u0131 0,2% artt\u0131; benzin (5,7%), motorin (6,7%) ve i\u015flenmemi\u015f enerji girdilerinde (7,4%) d\u00fc\u015f\u00fc\u015fler g\u00f6r\u00fcld\u00fc. Haziran mutabakat\u0131ndaki 60 g\u00fcnl\u00fck pencere 17 A\u011fustos\u2019ta doluyor; bunun \u00f6ncesinde cuma g\u00fcn\u00fc perakende sat\u0131\u015flar (konsens\u00fcs 0,2%) ve t\u00fcketici g\u00fcveni (54; \u00f6nceki 55,2) izlenecek.<\/p>\n
West Texas Intermediate (WTI) petrol\u00fcn\u00fcn 80 dolar\u0131n hemen \u00fczerine gerilemesini, piyasan\u0131n zay\u0131flad\u0131\u011f\u0131na dair bir i\u015faretten ziyade g\u00fc\u00e7l\u00fc bir al\u0131m f\u0131rsat\u0131 olarak de\u011ferlendirmeliyiz. K\u00f6rfez K\u0131y\u0131s\u0131\u2019nda g\u00f6r\u00fclen 17,4 milyon varillik y\u00fcksek stok art\u0131\u015f\u0131 k\u00e2\u011f\u0131t \u00fczerinde \u00fcrk\u00fct\u00fcc\u00fc dursa da, bu durum k\u00fcresel bir arz fazlas\u0131ndan \u00e7ok b\u00f6lgesel bir sevkiyat darbo\u011faz\u0131na i\u015faret ediyor. ABD\u2019de rafineri kullan\u0131m oran\u0131 g\u00fc\u00e7l\u00fc \u015fekilde 96,2% seviyesinde ve benzin stoklar\u0131 be\u015f y\u0131ll\u0131k ortalaman\u0131n 6% alt\u0131nda bulunurken, altta yatan yurt i\u00e7i talep olduk\u00e7a g\u00fc\u00e7l\u00fc kalmaya devam ediyor.<\/p>\n
Ge\u00e7ici sevkiyat gecikmeleri ortadan kalkt\u0131k\u00e7a WTI\u2019nin 80,72 dolardaki 50 g\u00fcnl\u00fck \u00fcssel hareketli ortalamas\u0131n\u0131 k\u0131sa s\u00fcre i\u00e7inde yeniden kazanmas\u0131n\u0131 bekliyoruz. Tarihsel veriler, K\u00f6rfez K\u0131y\u0131s\u0131\u2019ndaki ihracat kaynakl\u0131 darbo\u011fazlar\u0131n genellikle iki ila \u00fc\u00e7 hafta i\u00e7inde \u00e7\u00f6z\u00fcld\u00fc\u011f\u00fcn\u00fc ve yerel stoklar\u0131n h\u0131zla k\u00fcresel piyasaya aktar\u0131ld\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Ayr\u0131ca Uluslararas\u0131 Enerji Ajans\u0131 bu \u00e7eyrek i\u00e7in k\u00fcresel \u00f6l\u00e7ekte 1,8 milyon varil\/g\u00fcn d\u00fczeyinde sert bir arz a\u00e7\u0131\u011f\u0131 \u00f6ng\u00f6rmeyi s\u00fcrd\u00fcr\u00fcyor; bu da ka\u00e7\u0131n\u0131lmaz olarak fiyatlar \u00fczerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturacakt\u0131r.<\/p>\n
Yat\u0131r\u0131mc\u0131lar\u0131n, pazartesi g\u00fcn\u00fcne denk gelen ve ABD-\u0130ran m\u00fczakere penceresindeki 60 g\u00fcnl\u00fck s\u00fcrenin doldu\u011fu kritik 17 A\u011fustos tarihle beraber belirgin oynakl\u0131\u011fa haz\u0131rl\u0131kl\u0131 olmas\u0131 gerekiyor. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7i\u015flerin tarihsel ortalama olan 130 gemi\/g\u00fcn seviyesine k\u0131yasla yaln\u0131zca sekiz gemi\/g\u00fcn d\u00fczeyine d\u00fc\u015fm\u00fc\u015f olmas\u0131 dikkate al\u0131nd\u0131\u011f\u0131nda, gelecek hafta olas\u0131 bir t\u0131rmanma sert bir \u201cshort squeeze\u201di tetikleyebilir. Y\u00fckseli\u015f y\u00f6nl\u00fc e\u011filimin korunmas\u0131n\u0131 ve 82,00\u201382,50 dolar band\u0131n\u0131n hedeflenmesini; zarar-kes seviyesinin ise 78,04 dolardaki 200 g\u00fcnl\u00fck hareketli ortalaman\u0131n hemen alt\u0131nda s\u0131k\u0131 tutulmas\u0131n\u0131 \u00f6neriyoruz.<\/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":" WTI 80 dolar \u00fcst\u00fcnde tutunurken stok \u015foku fiyat\u0131 bast\u0131rd\u0131: ABD ham petrol\u00fc 17,4 milyon varil artt\u0131, ancak K\u00f6rfez lojistik darbo\u011faz\u0131 i\u015faret ediyor. \u00dcr\u00fcn stoklar\u0131 s\u0131k\u0131, H\u00fcrm\u00fcz riski oynakl\u0131\u011f\u0131 art\u0131rabilir; 82\u201382,5 hedef.<\/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-52782","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