Baker Hughes, ABD petrol sondaj kulesi say\u0131s\u0131n\u0131n \u00f6nceki verideki 454\u2019ten 455\u2019e y\u00fckseldi\u011fini bildirdi. Bu hareket, aktif sondaj kulelerinde m\u00fctevaz\u0131 bir art\u0131\u015fa i\u015faret ediyor.<\/p>\n
Haftal\u0131k de\u011fi\u015fim bir kule olurken, toplam say\u0131 \u00f6nceki 454\u2019e k\u0131yasla 455\u2019e \u00e7\u0131kt\u0131. Veri, ABD petrol sahalar\u0131ndaki k\u0131sa vadeli aktivite i\u00e7in bir g\u00f6sterge olarak yak\u0131ndan izleniyor.<\/p>\n
Bu hafta Baker Hughes ABD Petrol Sondaj Kulesi Say\u0131s\u0131\u2019n\u0131n 454\u2019ten 455\u2019e s\u0131n\u0131rl\u0131 \u015fekilde y\u00fckseldi\u011fini g\u00f6r\u00fcyoruz. Tek kulelik art\u0131\u015f k\u00fc\u00e7\u00fck g\u00f6r\u00fcnse de, yerli \u00fcreticilerin y\u00fcksek disiplinle ancak istikrarl\u0131 bir \u00fcretim taban\u0131n\u0131 korudu\u011funa i\u015faret ediyor. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131 a\u00e7\u0131s\u0131ndan bu istikrar, yak\u0131n vadede ani arz a\u00e7\u0131klar\u0131n\u0131n olu\u015fma olas\u0131l\u0131\u011f\u0131n\u0131n azald\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor.<\/p>\n
Tarihsel olarak kule say\u0131s\u0131 450\u2019lerin ortas\u0131nda seyretti\u011finde, artan sondaj verimlili\u011fi ve daha uzun yatay kuyular sayesinde ABD ham petrol \u00fcretimi \u015fa\u015f\u0131rt\u0131c\u0131 \u00f6l\u00e7\u00fcde diren\u00e7li kalabiliyor. Enerji Enformasyon \u0130daresi\u2019nin (EIA) son verileri, ge\u00e7mi\u015f y\u0131llara g\u00f6re daha az aktif kule olmas\u0131na ra\u011fmen ABD ham petrol \u00fcretiminin 13,2 milyon varil\/g\u00fcn ile rekor seviyelere yak\u0131n seyrini korudu\u011funu g\u00f6steriyor. Bu y\u00fcksek verimlilik d\u00fczeyinin, \u00f6n\u00fcm\u00fczdeki haftalarda WTI ham petrol vadeli i\u015flemlerinde belirgin yukar\u0131 y\u00f6nl\u00fc fiyat s\u0131\u00e7ramalar\u0131n\u0131 s\u0131n\u0131rlayaca\u011f\u0131 kanaatindeyiz.<\/p>\n
\u00d6n\u00fcm\u00fczdeki haftalarda t\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131n\u0131n, prim toplamak amac\u0131yla kullan\u0131m d\u0131\u015f\u0131 (out-of-the-money) put ve call opsiyonlar\u0131 satmak gibi yatay bant stratejilerine y\u00f6nelmesini \u00f6neriyoruz. Piyasan\u0131n arz y\u00f6n\u00fcnden rahat olmas\u0131 ve \u00fcretimin istikrarl\u0131 kalmas\u0131 nedeniyle, ham petrol opsiyonlar\u0131nda ima edilen volatilitenin s\u0131k\u0131\u015fmas\u0131 olas\u0131. Jeopolitik gerilimlerin k\u00fcresel nakliye hatlar\u0131n\u0131 bozacak \u00f6l\u00e7\u00fcde t\u0131rmanmas\u0131 d\u0131\u015f\u0131nda, petrolde g\u00fc\u00e7l\u00fc y\u00f6nl\u00fc uzun pozisyonlara a\u011f\u0131rl\u0131k vermekten ka\u00e7\u0131n\u0131lmal\u0131.<\/p>\n
Rafineri talebinin bu istikrarl\u0131 arza ayak uydurup uydurmad\u0131\u011f\u0131n\u0131 g\u00f6rmek i\u00e7in yakla\u015fan haftal\u0131k stok raporlar\u0131n\u0131n yak\u0131ndan izlenmesi gerekiyor. Kule say\u0131lar\u0131 kademeli artarken ham petrol stoklar\u0131 da y\u00fckselirse, WTI fiyatlar\u0131 mevcut i\u015flem kanal\u0131n\u0131n alt band\u0131n\u0131 test edebilir. Sonbahardaki d\u00fc\u015f\u00fck talep d\u00f6nemine ge\u00e7i\u015fte pozisyon boyutlar\u0131n\u0131n temkinli 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":" ABD\u2019de petrol kule say\u0131s\u0131 454\u2019ten 455\u2019e \u00e7\u0131kt\u0131: k\u00fc\u00e7\u00fck art\u0131\u015f, \u00fcretimde disiplin ve verimlilikle arz\u0131n g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. WTI\u2019da y\u00f6n yerine yatay bant\/opsiyon stratejileri \u00f6ne \u00e7\u0131k\u0131yor.<\/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-52834","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