Goldman Sachs, Orta Do\u011fu’daki azalan \u00fcretimi gerek\u00e7e g\u00f6stererek d\u00f6rd\u00fcnc\u00fc \u00e7eyrek (Q4) petrol fiyat\u0131 tahminlerini y\u00fckseltti. Reuters’\u0131n bildirdi\u011fine g\u00f6re, Brent ham petrol\u00fcn varil ba\u015f\u0131na 90 dolar, ABD Bat\u0131 Teksas Ara \u00dcr\u00fcn\u00fc (WTI) ise 83 dolar olmas\u0131 bekleniyor.<\/p>\n
Goldman Sachs K\u00fcresel Emtia Ara\u015ft\u0131rmalar\u0131 E\u015f Ba\u015fkan\u0131 ve Petrol Ara\u015ft\u0131rmalar\u0131 Ba\u015fkan\u0131 Daan Struyven liderli\u011findeki analistler, 26 Nisan tarihli bir raporda, daha geni\u015f ekonomik risklerin bankan\u0131n temel ham petrol senaryosunu a\u015ft\u0131\u011f\u0131n\u0131 belirtti. Analistler, petrol fiyatlar\u0131 \u00fczerindeki yukar\u0131 y\u00f6nl\u00fc bask\u0131y\u0131, s\u00fcrekli y\u00fcksek rafine \u00fcr\u00fcn fiyatlar\u0131n\u0131, arz s\u0131k\u0131nt\u0131s\u0131 risklerini ve mevcut piyasa aksakl\u0131\u011f\u0131n\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fc vurgulad\u0131.<\/p>\n
G\u00fcncellenen tahminde, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden K\u00f6rfez ihracat\u0131n\u0131n haziran sonunda normale d\u00f6nece\u011fi varsay\u0131l\u0131yor; bu, daha \u00f6nce beklenen may\u0131s ortas\u0131 zaman \u00e7izelgesinden daha ge\u00e7 bir tarih. Ayr\u0131ca b\u00f6lgesel \u00fcretimin daha kademeli bir \u015fekilde toparlanaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Banka, Orta Do\u011fu’daki yakla\u015f\u0131k 14,5 milyon varil\/g\u00fcn (mmbbl\/g\u00fcn) ham petrol arz kayb\u0131n\u0131n, nisan ay\u0131nda k\u00fcresel stoklarda benzeri g\u00f6r\u00fclmemi\u015f bir \u015fekilde 11-12 mmbbl\/g\u00fcn’l\u00fck bir d\u00fc\u015f\u00fc\u015fe katk\u0131da bulundu\u011funu tahmin ediyor.<\/p>\n
Goldman Sachs, k\u00fcresel petrol dengesinin keskin bir \u015fekilde tersine d\u00f6nerek, 2025’teki 1,8 mmbbl\/g\u00fcn’l\u00fck fazladan 2026’n\u0131n ikinci \u00e7eyre\u011finde (Q2) 9,6 mmbbl\/g\u00fcn’l\u00fck bir a\u00e7\u0131\u011fa ge\u00e7mesini bekliyor.<\/p>\n
Talep taraf\u0131nda ise, daha y\u00fcksek rafine \u00fcr\u00fcn fiyatlar\u0131n\u0131n t\u00fcketimi olumsuz etkilemesiyle, k\u00fcresel t\u00fcketimin ikinci \u00e7eyrekte 1,7 mmbbl\/g\u00fcn d\u00fc\u015fmesi ve 2026’da y\u0131ll\u0131k bazda 100.000 varil\/g\u00fcn daha azalmas\u0131 bekleniyor.<\/p>\n
Analistler, bu denli \u00f6nemli stok d\u00fc\u015f\u00fc\u015flerinin s\u00fcrd\u00fcr\u00fclebilir olmad\u0131\u011f\u0131n\u0131 belirterek, arz \u015fokunun devam etmesi halinde daha derin talep azalmalar\u0131n\u0131n gerekebilece\u011fi uyar\u0131s\u0131nda bulundu.<\/p>\n
#PetrolFiyatlar\u0131 #GoldmanSachs #OrtaDo\u011fu #PetrolPiyasas\u0131 #BrentPetrol #WTIPetrol #ArzKesintisi #EkonomikRiskler #EnerjiPiyasas\u0131 #K\u00fcreselEkonomi<\/p>\n","protected":false},"excerpt":{"rendered":"
Goldman Sachs, Orta Do\u011fu’daki azalan \u00fcretimi gerek\u00e7e g\u00f6stererek d\u00f6rd\u00fcnc\u00fc \u00e7eyrek (Q4) petrol fiyat\u0131 tahminlerini y\u00fckseltti. Reuters’\u0131n bildirdi\u011fine g\u00f6re, Brent ham petrol\u00fcn varil ba\u015f\u0131na 90 dolar, ABD Bat\u0131 Teksas Ara \u00dcr\u00fcn\u00fc (WTI) ise 83 dolar olmas\u0131 bekleniyor. Goldman Sachs K\u00fcresel Emtia Ara\u015ft\u0131rmalar\u0131 E\u015f Ba\u015fkan\u0131 ve Petrol Ara\u015ft\u0131rmalar\u0131 Ba\u015fkan\u0131 Daan Struyven liderli\u011findeki analistler, 26 Nisan tarihli bir […]<\/p>\n","protected":false},"author":2,"featured_media":10929,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-10928","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/10928","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10928"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/10928\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/10929"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10928"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10928"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10928"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}