Haziran vadeli WTI ham petrol (CLM26) Cuma g\u00fcn\u00fc +0,61 (%0,64) art\u0131\u015fla kapan\u0131rken, Haziran vadeli RBOB benzin (RBM26) +0,0707 (%2,05) y\u00fckseli\u015fle kapand\u0131. Ham petrol ve benzin fiyatlar\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki yeni \u00e7at\u0131\u015fmalar\u0131n ortas\u0131nda ABD ile \u0130ran aras\u0131ndaki ate\u015fkesin s\u00fcrd\u00fcr\u00fclebilirli\u011fine ili\u015fkin endi\u015feler nedeniyle Cuma g\u00fcn\u00fc y\u00fckseli\u015fle kapand\u0131. Piyasalar, ABD’nin H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131 kademeli olarak yeniden a\u00e7acak ve \u0130ran limanlar\u0131na uygulanan ABD ablukas\u0131n\u0131 kald\u0131racak bir teklifi \u0130ran’a sunmas\u0131n\u0131n ard\u0131ndan gelecek g\u00fcncellemeleri bekliyor. \u0130ran’\u0131n \u00f6n\u00fcm\u00fczdeki birka\u00e7 g\u00fcn i\u00e7inde Pakistan arac\u0131l\u0131\u011f\u0131yla yan\u0131t vermesi bekleniyor.
\n\u0130ran’\u0131n yar\u0131 resmi Tasnim haber ajans\u0131n\u0131n, \u0130ran’\u0131n bug\u00fcn H\u00fcrm\u00fcz Bo\u011faz\u0131’nda “petrol ihracat\u0131n\u0131 ve \u0130ran ulusunun \u00e7\u0131karlar\u0131n\u0131 bozmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131” gerek\u00e7esiyle bir petrol tankerine el koydu\u011funu a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan, ABD ile \u0130ran aras\u0131ndaki yeni \u00e7at\u0131\u015fmalar nedeniyle ham petrol fiyatlar\u0131 Cuma g\u00fcn\u00fc y\u00fckseldi. Ayr\u0131ca, ABD g\u00fc\u00e7leri, H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7en \u00fc\u00e7 ABD Donanmas\u0131 destroyerine sald\u0131rmaktan sorumlu olan \u0130ran’daki f\u00fcze ve insans\u0131z hava arac\u0131 f\u0131rlatma sahalar\u0131n\u0131 ve di\u011fer askeri varl\u0131klar\u0131 hedef ald\u0131. Buna ek olarak, ABD, bo\u011fazdan ge\u00e7meye \u00e7al\u0131\u015fan iki y\u00fcks\u00fcz, \u0130ran band\u0131ral\u0131 petrol tankerini “etkisiz hale getirdi\u011fini” belirtti.
\nHam petrol fiyatlar\u0131, ABD’nin gelecek hafta gibi erken bir tarihte ticari gemilere H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan deniz ve hava deste\u011fiyle rehberlik etme operasyonunu yeniden ba\u015flatmay\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc belirten bir raporun ortas\u0131nda da y\u00fckseliyor. Wall Street Journal Per\u015fembe g\u00fcn\u00fc, \u0130ran’\u0131n ABD’nin bo\u011faz\u0131 a\u00e7ma \u00e7abalar\u0131na yan\u0131t olarak BAE’ye f\u00fcze ve insans\u0131z hava ara\u00e7lar\u0131 f\u0131rlatmas\u0131n\u0131n ard\u0131ndan Suudi Arabistan ve Kuveyt’in ABD ordusunun \u00fcslerini ve hava sahalar\u0131n\u0131 kullanmas\u0131na y\u00f6nelik k\u0131s\u0131tlamalar\u0131 kald\u0131rd\u0131\u011f\u0131n\u0131 bildirdi. Suudi Arabistan ve Kuveyt, \u00fcst d\u00fczey ABD’li yetkililerin bo\u011faz\u0131n a\u00e7\u0131lmas\u0131na tepki olarak \u0130ran’\u0131n Basra K\u00f6rfezi’ndeki sald\u0131r\u0131lar\u0131n\u0131 k\u00fc\u00e7\u00fcmsemesinin ard\u0131ndan ABD ordusunun \u00fcslerini ve hava sahalar\u0131n\u0131 kullanmas\u0131n\u0131 engellemi\u015fti.
\nABD-\u0130ran sava\u015f\u0131n\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131 kapal\u0131 tutmas\u0131 nedeniyle enerji fiyatlar\u0131 desteklenmeye devam ediyor. Devam eden \u00e7at\u0131\u015fma, d\u00fcnya petrol ve s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz\u0131n\u0131n yakla\u015f\u0131k be\u015fte birinin bo\u011fazdan ge\u00e7mesi nedeniyle k\u00fcresel petrol ve yak\u0131t k\u0131tl\u0131\u011f\u0131n\u0131 \u015fiddetlendiriyor. Goldman Sachs, Basra K\u00f6rfezi’ndeki ham petrol \u00fcretiminin yakla\u015f\u0131k 14,5 milyon varil\/g\u00fcn azald\u0131\u011f\u0131n\u0131 ve mevcut kesintinin k\u00fcresel ham petrol stoklar\u0131ndan yakla\u015f\u0131k 500 milyon varil \u00e7ekti\u011fini, bu miktar\u0131n Haziran ay\u0131na kadar bir milyar varile ula\u015fabilece\u011fini tahmin ediyor. Basra K\u00f6rfezi petrol \u00fcreticileri, yerel depolama tesislerinin kapasiteye ula\u015fmas\u0131 nedeniyle H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n kapanmas\u0131 y\u00fcz\u00fcnden \u00fcretimi yakla\u015f\u0131k %6 oran\u0131nda k\u0131smak zorunda kald\u0131. Per\u015fembe g\u00fcn\u00fc Uluslararas\u0131 Enerji Ajans\u0131 (IEA), \u0130ran sava\u015f\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n kapanmas\u0131 nedeniyle yakla\u015f\u0131k 14 milyon varil\/g\u00fcn k\u00fcresel petrol arz\u0131n\u0131n durduruldu\u011funu belirtti. IEA ayr\u0131ca, \u00e7at\u0131\u015fma s\u0131ras\u0131nda 80’den fazla enerji tesisinin hasar g\u00f6rd\u00fc\u011f\u00fcn\u00fc ve toparlanman\u0131n iki y\u0131l kadar s\u00fcrebilece\u011fini s\u00f6yledi.
\nGe\u00e7en Sal\u0131 g\u00fcn\u00fc, Birle\u015fik Arap Emirlikleri (BAE), 1 May\u0131s’ta OPEC’ten ayr\u0131laca\u011f\u0131n\u0131 duyurdu. Kartelin \u00fc\u00e7\u00fcnc\u00fc en b\u00fcy\u00fck \u00fcreticisi olan BAE’nin OPEC’ten ayr\u0131lma karar\u0131, BAE’nin OPEC’in \u00fcretim kotalar\u0131yla k\u0131s\u0131tlanmadan \u00fcretimi art\u0131rmas\u0131na olanak tan\u0131d\u0131\u011f\u0131 i\u00e7in ham petrol fiyatlar\u0131 \u00fczerinde d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc bir etki yarat\u0131yor.
\nHam petrol i\u00e7in d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc bir fakt\u00f6r olarak, OPEC+ Pazar g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, May\u0131s ay\u0131nda \u00fcretimi 206.000 varil\/g\u00fcn art\u0131rd\u0131ktan sonra Haziran ay\u0131nda ham petrol \u00fcretimini 188.000 varil\/g\u00fcn art\u0131raca\u011f\u0131n\u0131 belirtti; ancak Ortado\u011fu’daki \u00fcreticilerin Ortado\u011fu sava\u015f\u0131 nedeniyle \u00fcretimi k\u0131smak zorunda kalmas\u0131 g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, herhangi bir \u00fcretim art\u0131\u015f\u0131 \u015fu anda pek olas\u0131 g\u00f6r\u00fcnm\u00fcyor. OPEC+, 2024 ba\u015f\u0131nda yapt\u0131\u011f\u0131 2,2 milyon varil\/g\u00fcnl\u00fck \u00fcretim kesintisinin tamam\u0131n\u0131 geri kazanmaya \u00e7al\u0131\u015f\u0131yor, ancak hala geri kazan\u0131lmas\u0131 gereken 827.000 varil\/g\u00fcnl\u00fck bir miktar bulunuyor. OPEC’in Nisan ay\u0131 ham petrol \u00fcretimi -420.000 varil\/g\u00fcn d\u00fc\u015f\u00fc\u015fle 20,55 milyon varil\/g\u00fcn ile 35 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine geriledi.
\nVortexa Pazartesi g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, en az 7 g\u00fcnd\u00fcr sabit duran tankerlerde depolanan ham petrol miktar\u0131n\u0131n 1 May\u0131s’ta sona eren haftada haftal\u0131k bazda %1,4 art\u0131\u015fla 149,56 milyon varile y\u00fckseldi\u011fini ve bunun son 4 ay\u0131n en y\u00fcksek seviyesi oldu\u011funu bildirdi.
\nRusya ile Ukrayna aras\u0131ndaki sava\u015f\u0131 sona erdirmek amac\u0131yla Cenevre’de yap\u0131lan son ABD arabuluculu\u011fundaki toplant\u0131, Ukrayna Devlet Ba\u015fkan\u0131 Zelenskiy’nin Rusya’y\u0131 sava\u015f\u0131 uzatmakla su\u00e7lamas\u0131 \u00fczerine erken sona erdi. Rusya, Ukrayna ile “toprak meselesinin” \u00e7\u00f6z\u00fcme kavu\u015fturulmad\u0131\u011f\u0131n\u0131 ve Rusya’n\u0131n Ukrayna’daki toprak talebi kabul edilene kadar sava\u015fta “uzun vadeli bir \u00e7\u00f6z\u00fcm elde etme umudu olmad\u0131\u011f\u0131n\u0131” belirtti. Rusya-Ukrayna sava\u015f\u0131n\u0131n devam etme ihtimali, Rus ham petrol\u00fcne y\u00f6nelik k\u0131s\u0131tlamalar\u0131 s\u00fcrd\u00fcrecek ve petrol fiyatlar\u0131 i\u00e7in y\u00fckseli\u015f y\u00f6nl\u00fc bir etki yaratacakt\u0131r.
\nUkrayna’n\u0131n insans\u0131z hava arac\u0131 ve f\u00fcze sald\u0131r\u0131lar\u0131 son on ayda en az 30 Rus rafinerisini hedef alarak Rusya’n\u0131n ham petrol ihracat kapasitesini s\u0131n\u0131rlad\u0131 ve k\u00fcresel petrol arz\u0131n\u0131 azaltt\u0131. Bloomberg verilerine g\u00f6re, Nisan ay\u0131nda Rusya’n\u0131n rafinerilerine, ihracat terminallerine ve petrol boru hatt\u0131 altyap\u0131s\u0131na y\u00f6nelik en az 21 Ukrayna sald\u0131r\u0131s\u0131 ger\u00e7ekle\u015fti ve Rusya’n\u0131n ortalama rafineri i\u015fletme oranlar\u0131n\u0131 16 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesi olan 4,69 milyon varil\/g\u00fcne d\u00fc\u015f\u00fcrd\u00fc. Ayr\u0131ca, ABD ve AB’nin Rus petrol \u015firketleri, altyap\u0131s\u0131 ve tankerlerine uygulad\u0131\u011f\u0131 yapt\u0131r\u0131mlar Rus petrol ihracat\u0131n\u0131 k\u0131s\u0131tlad\u0131.
\n\u00c7ar\u015famba g\u00fcnk\u00fc EIA raporu, (1) 1 May\u0131s itibar\u0131yla ABD ham petrol stoklar\u0131n\u0131n mevsimsel 5 y\u0131ll\u0131k ortalaman\u0131n %0,7 \u00fczerinde oldu\u011funu, (2) benzin stoklar\u0131n\u0131n mevsimsel 5 y\u0131ll\u0131k ortalaman\u0131n %3,1 alt\u0131nda oldu\u011funu ve (3) distilat stoklar\u0131n\u0131n 5 y\u0131ll\u0131k mevsimsel ortalaman\u0131n %10,1 alt\u0131nda oldu\u011funu g\u00f6sterdi. 1 May\u0131s’ta sona eren haftada ABD ham petrol \u00fcretimi haftal\u0131k bazda %0,1 d\u00fc\u015f\u00fc\u015fle 13,573 milyon varil\/g\u00fcn olarak ger\u00e7ekle\u015fti ve 7 Kas\u0131m haftas\u0131nda kaydedilen 13,862 milyon varil\/g\u00fcnl\u00fck rekor seviyenin hafif\u00e7e alt\u0131nda kald\u0131.
\nBaker Hughes Cuma g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, 8 May\u0131s’ta sona eren haftada ABD’deki aktif petrol sondaj kulesi say\u0131s\u0131n\u0131n +2 art\u0131\u015fla 410 kuleye y\u00fckseldi\u011fini ve 19 Aral\u0131k’ta sona eren haftada kaydedilen 406 kulelik 4,25 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesinin hemen \u00fczerinde oldu\u011funu bildirdi. Son 2,5 y\u0131lda, ABD’deki petrol sondaj kulesi say\u0131s\u0131, Aral\u0131k 2022’de bildirilen 627 kulelik 5,5 y\u0131l\u0131n en y\u00fcksek seviyesinden keskin bir d\u00fc\u015f\u00fc\u015f g\u00f6sterdi.
\nYay\u0131n tarihinde, Rich Asplund’un bu makalede bahsedilen menkul k\u0131ymetlerin hi\u00e7birinde (do\u011frudan veya dolayl\u0131 olarak) pozisyonu bulunmamaktad\u0131r. Bu makaledeki t\u00fcm bilgi ve veriler yaln\u0131zca bilgilendirme ama\u00e7l\u0131d\u0131r. Daha fazla bilgi i\u00e7in l\u00fctfen Barchart A\u00e7\u0131klama Politikas\u0131n\u0131 buradan inceleyin.
\n#PetrolFiyatlar\u0131 #Ortado\u011fuGerilimi #H\u00fcrm\u00fczBo\u011faz\u0131 #ABD\u0130ran #EnerjiPiyasas\u0131 #K\u00fcreselPetrol #OPEC #RusyaUkraynaSava\u015f\u0131 #HamPetrol #Yak\u0131tK\u0131tl\u0131\u011f\u0131<\/p>\n","protected":false},"excerpt":{"rendered":"
Haziran vadeli WTI ham petrol (CLM26) Cuma g\u00fcn\u00fc +0,61 (%0,64) art\u0131\u015fla kapan\u0131rken, Haziran vadeli RBOB benzin (RBM26) +0,0707 (%2,05) y\u00fckseli\u015fle kapand\u0131. Ham petrol ve benzin fiyatlar\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki yeni \u00e7at\u0131\u015fmalar\u0131n ortas\u0131nda ABD ile \u0130ran aras\u0131ndaki ate\u015fkesin s\u00fcrd\u00fcr\u00fclebilirli\u011fine ili\u015fkin endi\u015feler nedeniyle Cuma g\u00fcn\u00fc y\u00fckseli\u015fle kapand\u0131. Piyasalar, ABD’nin H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131 kademeli olarak yeniden a\u00e7acak ve \u0130ran limanlar\u0131na […]<\/p>\n","protected":false},"author":2,"featured_media":22203,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-22202","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\/22202","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=22202"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/22202\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/22203"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=22202"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=22202"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=22202"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}