{"id":98617,"date":"2019-09-10T08:03:38","date_gmt":"2019-09-10T05:03:38","guid":{"rendered":"https:\/\/www.enerjigazetesi.ist\/?p=98617"},"modified":"2019-09-10T08:05:26","modified_gmt":"2019-09-10T05:05:26","slug":"petrol-piyasasi-yukselis-trendinde","status":"publish","type":"post","link":"https:\/\/www.enerjigazetesi.ist\/en\/petrol-piyasasi-yukselis-trendinde\/","title":{"rendered":"(Turkish) Petrol Piyasas\u0131 Y\u00fckseli\u015f Trendinde"},"content":{"rendered":"

Sorry, this entry is only available in Turkish<\/a>. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language.<\/p>

<\/p>\n

\u0130lkbahardan beri yakla\u015f\u0131k 10 dolar d\u00fc\u015fen petrol fiyatlar\u0131, ticaret sava\u015flar\u0131na ba\u011fl\u0131 resesyon endi\u015fesine ra\u011fmen yeniden y\u00fckseli\u015f trendine girmi\u015f g\u00f6r\u00fcn\u00fcyor. WTI, son \u00fc\u00e7 haftada 51 dolardan 56 dolara \u00e7\u0131kt\u0131. Elbette bu geli\u015fmenin tatil \u00f6ncesinde ya\u015fanmas\u0131, 2’inci s\u0131n\u0131f yat\u0131r\u0131mc\u0131lar taraf\u0131ndan s\u0131\u011f piyasada yap\u0131lan i\u015flemlerin bir sonucu olarak g\u00f6zard\u0131 edilebilir.<\/strong><\/h1>\n

Ancak finansal g\u00f6stergeler incelendi\u011finde, bu hareketin herhangi bir petrol fiyat\u0131 de\u011fi\u015fikli\u011fi kadar sa\u011flam bir zeminde ger\u00e7ekle\u015fti\u011fini g\u00f6r\u00fcyoruz. \u00d6ncelikle piyasalar, yakla\u015f\u0131k bir y\u0131ll\u0131k \u2018backwardation\u2019 s\u00fcrecinden sonra \u2018contango\u2019ya geri d\u00f6nd\u00fc.<\/p>\n

\"\"Yeterince dikkat \u00e7ekmedi\u011fi anla\u015f\u0131lan bir di\u011fer g\u00f6sterge ise Brent ve WTI fiyatlar\u0131 aras\u0131ndaki makas. Kaya gaz\u0131 devriminden \u00f6nce WTI genelde Brent\u2019ten birka\u00e7 dolar daha pahal\u0131 oluyordu. Ancak bu d\u00fczen tersine d\u00f6nd\u00fc. \u00a0WTI\u2019da ya\u015fanan arz fazlas\u0131, bu makas\u0131 a\u00e7arak ABD\u2019nin ham petrol ihracat\u0131n\u0131 destekler.<\/p>\n

G\u00fcncel verilerde petrol ithalat\u0131n\u0131n ge\u00e7en y\u0131la g\u00f6re 1 bm\/d\u2019den fazla d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc g\u00f6r\u00fcyoruz. Bu durum, Permiyen\u2019in geni\u015fleyen boru hatt\u0131 kapasitesi ve ABD ihracat\u0131n\u0131n artmas\u0131yla birlikte Amerikan ham stoklar\u0131nda d\u00fc\u015f\u00fc\u015f ya\u015fanmas\u0131 anlam\u0131na geliyor. Nitekim \u00f6zel ve Cushing stoklar\u0131 son haftalarda keskin d\u00fc\u015f\u00fc\u015f kaydetti.<\/p>\n

Elbette nedensellik ilkesi \u00e7ift y\u00f6nl\u00fcd\u00fcr. Stoklar d\u00fc\u015ferse Brent-WTI makas\u0131 kapan\u0131r. Makas\u0131n kapanmas\u0131, ithalat\u0131 olumsuz etkileyerek stoklar\u0131 azalt\u0131r. Brent ve WTI aras\u0131ndaki 5 dolarl\u0131k fark\u0131n, Permiyen\u2019in artan kapasitesiyle birlikte ihracat\u0131 azaltaca\u011f\u0131 d\u00fc\u015f\u00fcn\u00fclebilir. Ancak ham petrol ihracat\u0131n\u0131n k\u00e2rl\u0131 kalmas\u0131 bekleniyor.<\/p>\n

ABD ham petrol piyasas\u0131 k\u00f6m\u00fcr madenindeki kanarya gibi g\u00f6z\u00fckebilir. Ancak asl\u0131nda ABD, piyasan\u0131n tamam\u0131n\u0131n bir yans\u0131mas\u0131 niteli\u011findedir. K\u00fcresel piyasada arz fazlas\u0131 oldu\u011funda ABD ihracat\u0131 a\u015fa\u011f\u0131, ithalat\u0131 yukar\u0131 y\u00f6nl\u00fc hareket eder. ABD stoklar\u0131nda sert d\u00fc\u015f\u00fc\u015f ya\u015fanmas\u0131 ise piyasan\u0131n tamam\u0131n\u0131n s\u0131k\u0131la\u015ft\u0131\u011f\u0131n\u0131 g\u00f6sterir. K\u00fcresel resesyon yeni bir stoklama hareketine neden olabilirse de, en az\u0131ndan \u015fimdilik bo\u011fa piyasas\u0131n\u0131n mevcut veriler taraf\u0131ndan desteklendi\u011fini s\u00f6yleyebiliriz.<\/p>\n

Haz\u0131rlayan:<\/strong> D\u00fcnya Enerji Konseyi \/ T\u00fcrk Milli Komitesi<\/a><\/p>\n

Kaynak:<\/strong> “Oil Market Surprise: Return Of The Bulls”,\u00a0Forbes<\/a><\/p>","protected":false},"excerpt":{"rendered":"

Sorry, this entry is only available in Turkish. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language. \u0130lkbahardan beri yakla\u015f\u0131k 10 dolar d\u00fc\u015fen petrol fiyatlar\u0131, ticaret sava\u015flar\u0131na ba\u011fl\u0131 resesyon endi\u015fesine ra\u011fmen yeniden y\u00fckseli\u015f trendine girmi\u015f g\u00f6r\u00fcn\u00fcyor. WTI, son \u00fc\u00e7 […]<\/p>\n","protected":false},"author":1,"featured_media":98619,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[53,44],"tags":[1198,56460,52407,56455,31180,6971,56456,56458,52259,10990,56457,9233,347,2460,52921,56459,55249,56454],"views":405,"_links":{"self":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/98617"}],"collection":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/comments?post=98617"}],"version-history":[{"count":0,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/98617\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media\/98619"}],"wp:attachment":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media?parent=98617"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/categories?post=98617"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/tags?post=98617"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}