Baker Hughes verileri, ABD petrol sondaj kulesi say\u0131s\u0131n\u0131n \u00f6nceki okuma olan 456\u2019dan 462\u2019ye y\u00fckseldi\u011fini g\u00f6sterdi. Alt\u0131 kulelik art\u0131\u015f, sondaj faaliyetlerinde s\u0131n\u0131rl\u0131 bir geni\u015flemeye i\u015faret ediyor.<\/p>\n\n
Haftal\u0131k hareket, kule say\u0131s\u0131n\u0131 \u00f6nceki haftan\u0131n \u00fczerinde tutuyor ve ABD ham petrol arz e\u011filimlerine olas\u0131 etkileri a\u00e7\u0131s\u0131ndan izlenebilir. Baker Hughes kule say\u0131s\u0131, genellikle upstream (arama\/\u00fcretim) yat\u0131r\u0131mlar\u0131 ve yak\u0131n vadeli \u00fcretim ivmesi i\u00e7in bir g\u00f6sterge olarak kullan\u0131l\u0131r.<\/p>\n\n
ABD\u2019de Baker Hughes petrol sondaj kulesi say\u0131s\u0131n\u0131n 456\u2019dan 462\u2019ye y\u00fckselmesi, yurt i\u00e7i sondaj faaliyetlerinde kademeli bir h\u0131zlanmaya i\u015faret ediyor. Bu art\u0131\u015f\u0131n, k\u00fcresel enerji fiyatlar\u0131ndaki dalgalanmalara ra\u011fmen ABD\u2019li kaya petrol\u00fc \u00fcreticilerinin y\u00fcksek diren\u00e7 g\u00f6sterdi\u011fini ortaya koydu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. \u00d6n\u00fcm\u00fczdeki haftalarda t\u00fcrev piyasas\u0131 yat\u0131r\u0131mc\u0131lar\u0131n\u0131n artan arz beklentilerine haz\u0131rl\u0131kl\u0131 olmas\u0131 gerekir; bu durum tarihsel olarak k\u0131sa vadeli ham petrol fiyat s\u0131\u00e7ramalar\u0131n\u0131 bask\u0131lar.<\/p>\n\n
Bu kule art\u0131\u015f\u0131, ABD ham petrol \u00fcretiminin g\u00fcnl\u00fck 13 milyon varilin \u00fczerindeki rekor seviyelere yak\u0131n seyrini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc daha geni\u015f trendle de uyumlu. Tarihsel olarak, aktif kule say\u0131s\u0131nda \u00fcst \u00fcste ya\u015fanan art\u0131\u015flar, 3 ila 6 haftal\u0131k gecikmeyle WTI ham petrol fiyatlar\u0131 \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturur. Yeni aya ili\u015fkin vadeli kontratlarda artan yurt i\u00e7i \u00fcretimin \u00e7o\u011fu zaman ay\u0131 e\u011filimini tetiklemesi nedeniyle, varil ba\u015f\u0131na 70 dolar seviyesindeki psikolojik deste\u011fin izlenmesini \u00f6neriyoruz.<\/p>\n\n
T\u00fcrev piyasas\u0131 yat\u0131r\u0131mc\u0131lar\u0131na, olas\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc fiyat dalgalanmalar\u0131na kar\u015f\u0131 korunmak i\u00e7in WTI veya Brent ham petrolde yak\u0131n vadeli put opsiyonu alma gibi hedge stratejilerini de\u011ferlendirmelerini \u00f6neriyoruz. Buna kar\u015f\u0131l\u0131k, fiyatlar\u0131n bu yeni arz bask\u0131s\u0131 alt\u0131nda yatay seyretmesi halinde call opsiyonu satmak veya bear call spread kullanmak d\u00fczenli prim geliri sa\u011flayabilir. Ayr\u0131ca OPEC+\u2019\u0131n yakla\u015fan kararlar\u0131na kar\u015f\u0131 da dikkatli olunmal\u0131; g\u00f6n\u00fcll\u00fc \u00fcretim kesintilerinin geri al\u0131nmas\u0131na y\u00f6nelik herhangi bir ad\u0131m, bu ay\u0131 trendini h\u0131zland\u0131rabilir.<\/p>\n\n
Kule say\u0131s\u0131ndaki art\u0131\u015f g\u00fc\u00e7l\u00fc bir yurt i\u00e7i arz g\u00f6r\u00fcn\u00fcm\u00fcne i\u015faret ederken, b\u00fcy\u00fck ithalat\u00e7\u0131lardan gelen k\u00fcresel talep sinyalleri denklemin kritik bir par\u00e7as\u0131 olmay\u0131 s\u00fcrd\u00fcr\u00fcyor. Bu kule art\u0131\u015f\u0131n\u0131n do\u011frudan daha b\u00fcy\u00fck ham petrol stoklar\u0131na d\u00f6n\u00fc\u015f\u00fcp d\u00f6n\u00fc\u015fmedi\u011fini g\u00f6rmek i\u00e7in haftal\u0131k ABD stok raporlar\u0131n\u0131n yak\u0131ndan izlenmesi gerekir. Yurt i\u00e7i arz kazan\u0131mlar\u0131n\u0131 k\u00fcresel jeopolitik risklerle dengelemek, i\u015flem hesaplar\u0131ndaki riskin y\u00f6netilmesinde belirleyici olacakt\u0131r.<\/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 alarm zili: Baker Hughes verilerine g\u00f6re ABD petrol sondaj kulesi 456\u2019dan 462\u2019ye \u00e7\u0131kt\u0131. S\u0131n\u0131rl\u0131 arz art\u0131\u015f\u0131 WTI\u2019da bask\u0131 yaratabilir; 70 dolar deste\u011fi, opsiyonla hedge ve OPEC+ kararlar\u0131 izlenmeli.<\/p>\n","protected":false},"author":87,"featured_media":69484,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-69485","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