Baker Hughes\u2019un ABD petrol sondaj kulesi say\u0131s\u0131 450\u2019ye y\u00fckseldi; \u00f6nceki \u00f6l\u00e7\u00fcm 449 seviyesindeydi. Bu hareket, ABD genelinde aktif sondaj kapasitesinde marjinal bir art\u0131\u015fa i\u015faret ediyor.<\/p>\n
Haftal\u0131k de\u011fi\u015fim, toplam\u0131 \u00f6nceki veriye g\u00f6re yaln\u0131zca bir kule art\u0131rarak yak\u0131n vadeli upstream faaliyetlere ili\u015fkin s\u0131n\u0131rl\u0131 bir g\u00fcncelleme sunuyor. Baker Hughes\u2019un kule say\u0131s\u0131, ABD petrol sekt\u00f6r\u00fcnde sondaj ivmesini \u00f6l\u00e7mek i\u00e7in yayg\u0131n bi\u00e7imde kullan\u0131lan zamanl\u0131 bir g\u00f6sterge niteli\u011finde.<\/p>\n
Baker Hughes ABD petrol sondaj kulesi say\u0131s\u0131n\u0131n 450\u2019ye y\u00fckselmesi, yerli \u00fcreticilerin y\u00fcksek disiplinli ancak istikrarl\u0131 bir \u00fcretim taban\u0131n\u0131 korudu\u011funu g\u00f6steriyor. T\u00fcrev piyasa yat\u0131r\u0131mc\u0131lar\u0131n\u0131n bu k\u00fc\u00e7\u00fck art\u0131\u015f\u0131 yakla\u015fan bir arz fazlas\u0131n\u0131n i\u015fareti olarak de\u011fil, West Texas Intermediate (WTI) ham petrol fiyatlar\u0131nda istikrar\u0131n teyidi olarak de\u011ferlendirmesi gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. \u00d6n\u00fcm\u00fczdeki haftalarda, arz beklentilerinin g\u00fc\u00e7l\u00fc \u015fekilde \u00e7\u0131palanmas\u0131yla petrol opsiyon volatilitesinin s\u0131k\u0131\u015fmas\u0131n\u0131 bekliyoruz.<\/p>\n
Tarihsel olarak ABD, 2022\u2019nin sonlar\u0131nda 600\u2019\u00fcn \u00fczerinde aktif kuleyle, bug\u00fcn piyasada g\u00f6r\u00fclen seviyeden daha d\u00fc\u015f\u00fck ham petrol \u00fcretimi ger\u00e7ekle\u015ftiriyordu. B\u00fcy\u00fck \u00f6l\u00e7ekli verimlilik art\u0131\u015flar\u0131 sayesinde ABD \u00fcretimi, \u00e7ok daha d\u00fc\u015f\u00fck kule say\u0131s\u0131na ra\u011fmen g\u00fcnl\u00fck 13,4 milyon varil civar\u0131ndaki rekor seviyelere yak\u0131n seyretti. Bu ola\u011fan\u00fcst\u00fc verimlilik, kule say\u0131s\u0131 yatay kalsa bile k\u00fcresel piyasan\u0131n iyi arz edildi\u011fi anlam\u0131na geliyor ve uzun vadeli y\u00fckseli\u015f y\u00f6nl\u00fc vadeli i\u015flem pozisyonlar\u0131n\u0131 olduk\u00e7a riskli k\u0131l\u0131yor.<\/p>\n
T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131na, WTI ham petrol\u00fcnde vade d\u0131\u015f\u0131 (out-of-the-money) sat\u0131m (put) opsiyonlar\u0131 satmak gibi k\u0131sa vadeli gelir stratejilerine odaklanmalar\u0131n\u0131 \u00f6neriyoruz. OPEC+\u2019\u0131n fiyat taban\u0131n\u0131 savunmak amac\u0131yla \u00fcretim kesintilerini y\u00f6netmeyi s\u00fcrd\u00fcrmesiyle, petrol fiyatlar\u0131nda a\u015fa\u011f\u0131 y\u00f6n\u00fcn \u00f6nemli \u00f6l\u00e7\u00fcde korundu\u011fu g\u00f6r\u00fcl\u00fcyor. Sonbahara ilerlerken, bant i\u00e7inde (range-bound) opsiyon stratejileriyle prim toplaman\u0131n, agresif y\u00f6nsel vadeli i\u015flem pozisyonlar\u0131na k\u0131yasla daha iyi performans g\u00f6stermesi muhtemel.<\/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 yok: Baker Hughes\u2019a g\u00f6re ABD petrol sondaj kulesi 450\u2019ye \u00e7\u0131kt\u0131 (449\u2019dan). Art\u0131\u015f marjinal; disiplinli \u00fcretim ve verimlilik WTI\u2019da istikrar\u0131 destekliyor. Y\u00f6nsel vadeliye de\u011fil, OTM put sat\u0131\u015f\u0131yla prim toplamaya odaklan\u0131n.<\/p>\n","protected":false},"author":87,"featured_media":50171,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-53928","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