ABD Ba\u015fkan\u0131 Donald Trump’\u0131n, \u0130ran’la anla\u015fman\u0131n yak\u0131n oldu\u011funu defalarca dile getirmesine ra\u011fmen diplomatik s\u00fcrecin somut sonu\u00e7 vermemesi, petrol piyasalar\u0131nda sert fiyat dalgalanmalar\u0131na yol a\u00e7arken, kazanan ABD’li \u015firketler oldu.<\/p>\n
ABD ile \u0130srail’in \u0130ran’a y\u00f6nelik ortak sald\u0131r\u0131lar\u0131yla ba\u015flayan \u00e7at\u0131\u015fmalar ve H\u00fcrm\u00fcz Bo\u011faz\u0131 kaynakl\u0131 arz kesintisi endi\u015feleri petrol fiyatlar\u0131n\u0131 son y\u0131llar\u0131n en y\u00fcksek seviyelerine \u00e7\u0131kard\u0131.<\/p>\n
Bu kapsamda 28 \u015eubat’ta ba\u015flayan \u00e7at\u0131\u015fma s\u00fcrecinden bu yana Trump’\u0131n \u0130ran’a ili\u015fkin a\u00e7\u0131klamalar\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131’na y\u00f6nelik geli\u015fmelerin etkisiyle Brent petrol\u00fcn varil fiyat\u0131 yakla\u015f\u0131k 100 dolar seviyesinde dengelendi.<\/p>\n
Bu s\u00fcre\u00e7te, Trump’\u0131n s\u0131k s\u0131k tekrarlad\u0131\u011f\u0131 anla\u015fma ve ate\u015fkes mesajlar\u0131, diplomatik ama\u00e7 ta\u015f\u0131mas\u0131n\u0131n yan\u0131 s\u0131ra enerji piyasalar\u0131ndaki beklentileri y\u00f6nlendiren \u00f6nemli unsurlardan biri olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
AA muhabirinin, uluslararas\u0131 haber kaynaklar\u0131ndan derledi\u011fi bilgilere g\u00f6re, Trump marttan bu yana en az 30 kez \u0130ran’la anla\u015fma, ate\u015fkes veya diplomatik \u00e7\u00f6z\u00fcm\u00fcn yak\u0131n oldu\u011funa ili\u015fkin a\u00e7\u0131klamalarda bulundu. Ancak taraflar aras\u0131nda kal\u0131c\u0131 bir uzla\u015f\u0131 sa\u011flanamamas\u0131, petrol piyasalar\u0131nda y\u00fcksek oynakl\u0131\u011f\u0131n s\u00fcrmesine neden oldu.<\/p>\n
“Anla\u015fma yak\u0131n”, “g\u00f6r\u00fc\u015fmeler verimli ilerliyor” ve “ate\u015fkes m\u00fcmk\u00fcn” y\u00f6n\u00fcndeki a\u00e7\u0131klamalar zaman zaman petrol fiyatlar\u0131 \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015ftururken, diplomatik s\u00fcrecin somut anla\u015fmayla sonu\u00e7lanmamas\u0131 ve jeopolitik risklerin tamamen ortadan kalkmamas\u0131, fiyatlar\u0131n sava\u015f \u00f6ncesi seviyelere gerilemesini engelledi.<\/p>\n
B\u00f6ylece piyasada ne tam bir kriz ne de tam bir normalle\u015fme ya\u015fand\u0131. Bu durum, petrol ve do\u011fal gaz \u00fcreticilerinin y\u00fcksek gelir elde etmeye devam etmesine imkan sa\u011flarken, enerji fiyatlar\u0131n\u0131n ekonomik faaliyet \u00fczerinde y\u0131k\u0131c\u0131 bask\u0131 olu\u015fturacak seviyelere y\u00fckselmesini de s\u0131n\u0131rlad\u0131. Sonu\u00e7 olarak enerji talebi \u00f6nemli \u00f6l\u00e7\u00fcde korunurken, ABD’li \u00fcreticiler de y\u00fcksek fiyat ortam\u0131ndan faydalanmay\u0131 s\u00fcrd\u00fcrd\u00fc.<\/p>\n
– K\u00fcresel petrol ihracat\u0131nda liderlik ABD’ye ge\u00e7ti<\/p>\n
Ortaya \u00e7\u0131kan bu tablo, petrol ve do\u011fal gaz \u00fcretimindeki g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme sayesinde net enerji ihracat\u00e7\u0131s\u0131 konumuna y\u00fckselen ABD’nin enerji sekt\u00f6r\u00fcn\u00fcn s\u00fcre\u00e7ten ekonomik a\u00e7\u0131dan g\u00f6rece avantajl\u0131 \u00e7\u0131kmas\u0131na katk\u0131 sa\u011flad\u0131.<\/p>\n
Gemi takip \u015firketi Vortexa’n\u0131n verilerine g\u00f6re, ABD’nin ham petrol ve petrol \u00fcr\u00fcn\u00fc ihracat\u0131 may\u0131sta g\u00fcnl\u00fck yakla\u015f\u0131k 10,5 milyon varile ula\u015farak \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc ayda da d\u00fcnyada ilk s\u0131rada yer ald\u0131.<\/p>\n
Uluslararas\u0131 medya kurulu\u015flar\u0131n\u0131n hesaplamalar\u0131na g\u00f6re, ayn\u0131 d\u00f6nemde Rusya’n\u0131n petrol ihracat\u0131 g\u00fcnl\u00fck yakla\u015f\u0131k 7 milyon varil, Suudi Arabistan’\u0131n ihracat\u0131 ise 5,9 milyon varil seviyesinde ger\u00e7ekle\u015fti.<\/p>\n
Kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda, ge\u00e7en y\u0131l Suudi Arabistan’\u0131n g\u00fcnl\u00fck petrol ihracat\u0131 yakla\u015f\u0131k 8,1 milyon varil, ABD’nin 6,6 milyon varil ve Rusya’n\u0131n 5,8 milyon varil d\u00fczeyindeydi.<\/p>\n
Bununla birlikte, y\u00fcksek fiyat ortam\u0131 ABD kaya petrol\u00fc sekt\u00f6r\u00fcndeki faaliyetleri desteklerken, ABD merkezli enerji ara\u015ft\u0131rma \u015firketi Primary Vision’\u0131n verileri de petrol sahalar\u0131ndaki operasyonlar\u0131n h\u0131zland\u0131\u011f\u0131n\u0131 g\u00f6sterdi.<\/p>\n
Buna g\u00f6re, sava\u015f\u0131n ba\u015flamas\u0131ndan bu yana ABD kaya petrol\u00fc sekt\u00f6r\u00fcndeki faaliyetler belirgin \u015fekilde h\u0131zland\u0131. \u015eirketin Frac Spread Count ve Frac Job Count g\u00f6stergeleri g\u00fc\u00e7l\u00fc art\u0131\u015f kaydederken, bas\u0131n\u00e7l\u0131 pompalama kapasitesi 2022’den bu yana en s\u0131k\u0131\u015f\u0131k seviyeye ula\u015ft\u0131. Kapasite kullan\u0131m oran\u0131ndaki y\u00fckseli\u015f de sekt\u00f6rdeki b\u00fcy\u00fcmenin devam etti\u011fine i\u015faret ediyor.<\/p>\n
Rusya’n\u0131n en b\u00fcy\u00fck petrol \u015firketi Rosneft’in \u00dcst Y\u00f6neticisi \u0130gor Se\u00e7in, daha \u00f6nce yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Orta Do\u011fu’daki gerilim ve y\u00fckselen petrol fiyatlar\u0131n\u0131n en b\u00fcy\u00fck kazanan\u0131n\u0131n ABD enerji sekt\u00f6r\u00fc oldu\u011funu savunmu\u015f, y\u00fcksek fiyat ortam\u0131n\u0131n ABD’li enerji \u015firketlerine \u00f6nemli gelir avantaj\u0131 sa\u011flad\u0131\u011f\u0131n\u0131 belirtmi\u015fti.<\/p>\n
Se\u00e7in, mevcut fiyat seviyelerinin korunmas\u0131 halinde ABD petrol ve do\u011fal gaz sekt\u00f6r\u00fcn\u00fcn bu y\u0131l elde edece\u011fi ilave gelirin onlarca milyar dolara ula\u015fabilece\u011fi de\u011ferlendirmesinde bulunmu\u015ftu.<\/p>\n
– Trump’\u0131n “anla\u015fma yak\u0131n” vaatleri petrol piyasas\u0131n\u0131 y\u00f6nlendirdi<\/p>\n
Trump’\u0131n \u0130ran’la m\u00fczakerelere ili\u015fkin iyimser a\u00e7\u0131klamalar\u0131, petrol piyasas\u0131nda son aylar\u0131n en sert fiyat hareketlerini tetikledi.<\/p>\n
Brent petrol, Trump’\u0131n Orta Do\u011fu’daki gerilimin azalabilece\u011fine ve \u0130ran’la diplomatik \u00e7\u00f6z\u00fcm sa\u011flanabilece\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan 10 Mart’ta y\u00fczde 11,3 d\u00fc\u015f\u00fc\u015fle 87,80 dolara gerilerken, 16 Mart’ta da H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan baz\u0131 tankerlerin yeniden ge\u00e7i\u015f yapabildi\u011fine ili\u015fkin haberlerin etkisiyle y\u00fczde 6,9 de\u011fer kaybederek 96,04 dolara indi.<\/p>\n
Trump’\u0131n 23 Mart’ta taraflar\u0131n anla\u015fmaya ili\u015fkin “neredeyse t\u00fcm konularda uzla\u015f\u0131 sa\u011flad\u0131\u011f\u0131n\u0131” a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan Brent petrol ayn\u0131 g\u00fcn y\u00fczde 9,8 d\u00fc\u015f\u00fc\u015fle 95,92 dolardan kapand\u0131.<\/p>\n
Trump ertesi g\u00fcn \u0130ran’\u0131n anla\u015fma yapmaya “\u00e7ok istekli” oldu\u011funu \u00f6ne s\u00fcrerken, 25-29 Mart’ta da Tahran’\u0131n anla\u015fma i\u00e7in yo\u011fun \u00e7aba g\u00f6sterdi\u011fini ve hatta “yalvard\u0131\u011f\u0131n\u0131” iddia etti. Ancak anla\u015fmaya y\u00f6nelik iyimser mesajlara ra\u011fmen kal\u0131c\u0131 uzla\u015f\u0131 sa\u011flanamamas\u0131 nedeniyle Brent petrol, jeopolitik risklerin etkisiyle mart ay\u0131n\u0131 118,35 dolardan kapatt\u0131.<\/p>\n
Nisanda da benzer bir tablo g\u00f6r\u00fcld\u00fc. Trump’\u0131n ate\u015fkes ve anla\u015fmaya yak\u0131n olundu\u011funa y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n etkisiyle Brent petrol 7 Nisan’da y\u00fczde 0,5, 8 Nisan’da ise y\u00fczde 13,3 geriledi.<\/p>\n
Trump’\u0131n 15 ve 17 Nisan’da anla\u015fman\u0131n \u00e7ok yak\u0131n oldu\u011fu, \u0130ran’\u0131n talepleri kabul etti\u011fi ve bir iki g\u00fcn i\u00e7inde uzla\u015f\u0131 sa\u011flanabilece\u011fi y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131 da piyasalardaki risk primini azaltt\u0131. Bu a\u00e7\u0131klamalar\u0131n etkisiyle Brent petrol 17 Nisan’da y\u00fczde 9,1 d\u00fc\u015f\u00fc\u015fle 90,38 dolardan g\u00fcn\u00fc kapatarak, 10 Mart’tan bu yana en d\u00fc\u015f\u00fck kapan\u0131\u015f\u0131 kaydetti.<\/p>\n
Buna kar\u015f\u0131n diplomatik s\u00fcrecin sonu\u00e7 vermemesi nedeniyle risk primi tamamen ortadan kalkmad\u0131. Nisan sonunda Brent petrol g\u00fcn i\u00e7inde 126 dolar\u0131n \u00fcst\u00fcn\u00fc test ederek son 4 y\u0131l\u0131n en y\u00fcksek seviyesini g\u00f6rd\u00fc ve ay\u0131 114,01 dolardan tamamlad\u0131.<\/p>\n
May\u0131sta Trump’\u0131n taraflar\u0131n uzla\u015f\u0131ya \u00e7ok yak\u0131n oldu\u011fu y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131 sat\u0131\u015f bask\u0131s\u0131n\u0131 yeniden g\u00fcndeme ta\u015f\u0131d\u0131. Brent petrol\u00fcn varil fiyat\u0131 ay boyunca kademeli olarak gerileyerek 108 dolar seviyelerinden 92 dolar band\u0131na indi. Ancak anla\u015fman\u0131n somutla\u015fmamas\u0131 ve jeopolitik gerilimin s\u00fcrmesi, piyasalardaki oynakl\u0131\u011f\u0131n y\u00fcksek kalmas\u0131na yol a\u00e7t\u0131.<\/p>\n
– G\u00f6zler yeniden anla\u015fma s\u00fcrecinde<\/p>\n
Haziranda piyasalarda yeniden temkinli g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131kt\u0131. Brent petrol, 1 Haziran’da y\u00fczde 3,2 y\u00fckselerek 94,98 dolara, 3 Haziran’da ise 97,81 dolara kadar \u00e7\u0131kt\u0131. Ancak Trump’\u0131n \u0130ran’la anla\u015fman\u0131n yak\u0131n oldu\u011funa y\u00f6nelik yeni a\u00e7\u0131klamalar\u0131 sat\u0131\u015f bask\u0131s\u0131n\u0131 yeniden beraberinde getirdi.<\/p>\n
ABD Ba\u015fkan\u0131 Trump’\u0131n 7-9 Haziran’da yapt\u0131\u011f\u0131 “anla\u015fmaya \u00e7ok yak\u0131n\u0131z” y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan Brent petrol 9 Haziran’da y\u00fczde 3 d\u00fc\u015f\u00fc\u015fle 91,45 dolara geriledi.<\/p>\n
Trump’\u0131n 11 Haziran’da anla\u015fman\u0131n “onaylanma” a\u015famas\u0131na geldi\u011fini ve planlanan sald\u0131r\u0131lar\u0131 iptal etti\u011fini a\u00e7\u0131klamas\u0131yla d\u00fc\u015f\u00fc\u015f h\u0131zlan\u0131rken, g\u00f6zler yeniden diplomatik s\u00fcrece \u00e7evrildi.<\/p>\n
Donald Trump, 12 Haziran’da yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, \u0130ran’\u0131n, n\u00fckleer silaha sahibi olmama konusunda mutab\u0131k kald\u0131\u011f\u0131n\u0131 belirterek, “Bug\u00fcn \u0130ran’la sava\u015f\u0131 bitirdik.” ifadesini kulland\u0131.<\/p>\n
Bu geli\u015fmelerin etkisiyle Brent petrol 11 Haziran’da y\u00fczde 2,9 kay\u0131pla 90,38 dolardan kapanarak 20 Nisan’dan bu yana en d\u00fc\u015f\u00fck seviyesini g\u00f6rd\u00fc.<\/p>\n
\u00a0<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"
ABD Ba\u015fkan\u0131 Donald Trump’\u0131n, \u0130ran’la anla\u015fman\u0131n yak\u0131n oldu\u011funu defalarca dile getirmesine ra\u011fmen diplomatik s\u00fcrecin somut sonu\u00e7 vermemesi, petrol piyasalar\u0131nda sert fiyat dalgalanmalar\u0131na yol a\u00e7arken, kazanan ABD’li \u015firketler oldu. ABD ile \u0130srail’in \u0130ran’a y\u00f6nelik ortak sald\u0131r\u0131lar\u0131yla ba\u015flayan \u00e7at\u0131\u015fmalar ve H\u00fcrm\u00fcz Bo\u011faz\u0131 kaynakl\u0131 arz kesintisi endi\u015feleri petrol fiyatlar\u0131n\u0131 son y\u0131llar\u0131n en y\u00fcksek seviyelerine \u00e7\u0131kard\u0131. Bu kapsamda 28 …<\/p>\n","protected":false},"author":1,"featured_media":133837,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[5267,45674,3003,1184,423,26221,576,129],"class_list":["post-133836","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","tag-anlasma","tag-dalgalandi","tag-dedi","tag-kez","tag-petrol","tag-piyasalari","tag-sert","tag-trump"],"_links":{"self":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts\/133836"}],"collection":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/comments?post=133836"}],"version-history":[{"count":0,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/posts\/133836\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/media\/133837"}],"wp:attachment":[{"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/media?parent=133836"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/categories?post=133836"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kibrishost.com\/tak\/wp-json\/wp\/v2\/tags?post=133836"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}