WTI, Suudi Arabistan\u2019\u0131n ge\u00e7en haftaki drone sald\u0131r\u0131s\u0131n\u0131n ard\u0131ndan Do\u011fu-Bat\u0131 boru hatt\u0131nda kapasiteyi yeniden art\u0131rmaya y\u00f6nelmesiyle arz endi\u015felerinin k\u0131sa vadede hafiflemesi sonucu \u00c7ar\u015famba g\u00fcn\u00fc geriledi. ABD g\u00f6stergesi ham petrol, 100 dolar\u0131n \u00fczerinde kal\u0131c\u0131 olamayarak varil ba\u015f\u0131na 97,90 dolar civar\u0131nda i\u015flem g\u00f6rd\u00fc ve g\u00fcn i\u00e7inde yakla\u015f\u0131k %3 d\u00fc\u015ft\u00fc. Saudi Aramco\u2019nun hasarl\u0131 b\u00f6l\u00fcm\u00fc baypas ederek \u00e7al\u0131\u015ft\u0131\u011f\u0131 ve hatt\u0131n kapasitesinin yakla\u015f\u0131k yar\u0131s\u0131n\u0131 g\u00fcnler i\u00e7inde geri getirmeyi hedefledi\u011fi, tam operasyonlar\u0131n ise yakla\u015f\u0131k alt\u0131 hafta i\u00e7inde ama\u00e7land\u0131\u011f\u0131 belirtildi; ayr\u0131ca Umman\u2019\u0131n Sohar kenti a\u00e7\u0131klar\u0131nda gemiden gemiye transferlerle Asyal\u0131 rafinerilere yap\u0131lan ham petrol sevkiyatlar\u0131n\u0131n da art\u0131r\u0131ld\u0131\u011f\u0131 bildirildi.<\/p>\n
1.200 kilometrelik Do\u011fu-Bat\u0131 g\u00fczerg\u00e2h\u0131 K\u0131z\u0131ldeniz\u2019deki Yanbu\u2019ya uzan\u0131yor ve g\u00fcnde 7 milyon varile kadar ta\u015f\u0131ma kapasitesine sahip. Bu hat, \u0130ran sava\u015f\u0131 ba\u015flad\u0131ktan sonra trafi\u011fin azald\u0131\u011f\u0131 H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ka\u00e7\u0131nmak i\u00e7in bir alternatif sunuyor. Reuters\u2019\u0131n \u00f6nc\u00fc gemi takip verilerine g\u00f6re Sal\u0131 g\u00fcn\u00fc H\u00fcrm\u00fcz\u2019den d\u00f6rt gemi ge\u00e7ti; Pazartesi g\u00fcnk\u00fc yedi gemiye g\u00f6re d\u00fc\u015f\u00fc\u015f kaydedilirken, 10 g\u00fcnl\u00fck 18\u2019lik ortalaman\u0131n da belirgin \u015fekilde alt\u0131nda kald\u0131. Ayr\u0131 olarak EIA, 11 Eyl\u00fcl ile biten haftada ABD ticari ham petrol stoklar\u0131n\u0131n 640 bin varil azald\u0131\u011f\u0131n\u0131, bir \u00f6nceki haftadaki 391 bin varillik d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan gerilemenin s\u00fcrd\u00fc\u011f\u00fcn\u00fc ancak 1,6 milyon varillik d\u00fc\u015f\u00fc\u015f beklentisinin alt\u0131nda kald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
T\u00fcrev i\u015flem yapan yat\u0131r\u0131mc\u0131lar\u0131n, Suudi Arabistan\u2019\u0131n Do\u011fu-Bat\u0131 boru hatt\u0131 kapasitesini h\u0131zl\u0131 \u015fekilde devreye almas\u0131yla WTI\u2019da k\u0131sa vadeli a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131ya haz\u0131rl\u0131kl\u0131 olmas\u0131n\u0131 \u00f6neriyoruz. Fiyatlar\u0131n kritik 100 dolar seviyesinin alt\u0131na sarkarak 97,90 dolar civar\u0131na inmesi, arz geriliminin ge\u00e7ici olarak hafiflemesinden faydalanmak i\u00e7in k\u0131sa vadeli put opsiyonlar\u0131n\u0131 \u00f6ne \u00e7\u0131karabilir. Bununla birlikte, piyasan\u0131n Saudi Aramco\u2019nun baypas operasyonlar\u0131n\u0131n h\u0131z\u0131n\u0131 fiyatlamas\u0131 nedeniyle \u00e7evik kal\u0131nmas\u0131 gerekiyor.<\/p>\n
Boru hatt\u0131ndaki toparlanmaya ra\u011fmen, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki s\u00fcregelen \u00e7at\u0131\u015fma kaynakl\u0131 daha geni\u015f jeopolitik tehdit, petrol fiyatlar\u0131 i\u00e7in y\u00fcksek bir taban olu\u015fturmaya devam ediyor. Son gemi verileri, bu kritik bo\u011fazdan g\u00fcnl\u00fck ge\u00e7i\u015flerin 10 g\u00fcnl\u00fck 18\u2019lik ortalamadan yaln\u0131zca d\u00f6rde geriledi\u011fini g\u00f6steriyor. Bo\u011faz\u0131n k\u00fcresel petrol s\u0131v\u0131lar\u0131n\u0131n yakla\u015f\u0131k %20\u2019sini ta\u015f\u0131d\u0131\u011f\u0131 dikkate al\u0131nd\u0131\u011f\u0131nda, ani ve sert arz \u015foklar\u0131na kar\u015f\u0131 korunma amac\u0131yla daha uzun vadeli call opsiyonlar\u0131n\u0131n elde tutulmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n
K\u0131sa vadeli negatif g\u00f6r\u00fc\u015f\u00fcm\u00fcz, ABD Enerji Enformasyon \u0130daresi\u2019nin (EIA) a\u00e7\u0131klad\u0131\u011f\u0131 son yurti\u00e7i stok verileriyle de destekleniyor. EIA, ticari ham petrol stoklar\u0131n\u0131n yaln\u0131zca 640 bin varil geriledi\u011fini bildirerek piyasan\u0131n 1,6 milyon varillik d\u00fc\u015f\u00fc\u015f beklentisinin alt\u0131nda kald\u0131. Bu zay\u0131f seyir beklentisinin s\u00fcr\u00fcp s\u00fcrmedi\u011fini g\u00f6rmek i\u00e7in yat\u0131r\u0131mc\u0131lar\u0131n Sal\u0131 g\u00fcnleri yay\u0131mlanan Amerikan Petrol Enstit\u00fcs\u00fc (API) raporlar\u0131n\u0131 yak\u0131ndan izlemesini tavsiye ediyoruz.<\/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":" Petrolde y\u00f6n tersine d\u00f6nd\u00fc: Suudi Do\u011fu-Bat\u0131 hatt\u0131n\u0131 h\u0131zla devreye al\u0131rken arz kayg\u0131s\u0131 k\u0131sa vadede hafifledi, WTI %3 d\u00fc\u015f\u00fc\u015fle 97,90\u2019a indi. H\u00fcrm\u00fcz riski taban\u0131 koruyor; put\/call stratejileri \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50007,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-54092","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