Goldman Sachs, Basra K\u00f6rfezi\u2019nden yap\u0131lan petrol ihracat\u0131n\u0131n, eyl\u00fcl ay\u0131nda iki kat\u0131na \u00e7\u0131kt\u0131ktan sonra dark exports dahil olmak \u00fczere 2025 ortalamas\u0131na geri d\u00f6nd\u00fc\u011f\u00fcn\u00fc tahmin etti. Banka, toparlanmaya Suudi Arabistan\u2019\u0131n \u00f6nc\u00fcl\u00fck etti\u011fini ve sevkiyatlar\u0131n 2025 ortalamas\u0131n\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131n\u0131, buna kar\u015f\u0131n \u0130ran\u2019\u0131n ay boyunca deniz yoluyla ham petrol g\u00f6ndermedi\u011fini bildirdi.<\/p>\n
Banka, a\u011fustos sonundaki notunda b\u00f6lgeden yap\u0131lan ham petrol ve petrol \u00fcr\u00fcnleri ihracat\u0131n\u0131n sava\u015f \u00f6ncesi seviyelerin yakla\u015f\u0131k \u00fc\u00e7te ikisine, yani g\u00fcnl\u00fck 15 milyon ila 16 milyon varile ula\u015ft\u0131\u011f\u0131n\u0131, marttaki 5 milyon ila 6 milyon varillik dip seviyeden belirgin \u015fekilde y\u00fckseldi\u011fini belirtmi\u015fti. Goldman\u2019a g\u00f6re dark flows ve ship-to-ship transferlerin artmas\u0131, \u00fcreticiler ile nakliyecilerin \u00e7at\u0131\u015fmaya uyum sa\u011flad\u0131\u011f\u0131n\u0131 g\u00f6steriyor ve uzun s\u00fcren kesintilerde ham petroldeki y\u00fckseli\u015fi s\u0131n\u0131rlayabilir.<\/p>\n
Son veriler, petroldeki arz toparlanmas\u0131 temas\u0131n\u0131 g\u00fc\u00e7lendirdi; Brent sal\u0131 g\u00fcn\u00fc yakla\u015f\u0131k y\u00fczde 2,5 d\u00fc\u015f\u00fc\u015fle 103 dolar civar\u0131nda kapan\u0131rken, WTI \u00e7ar\u015famba g\u00fcn\u00fc 90 dolar\u0131n alt\u0131nda kald\u0131. Buna ra\u011fmen Brent, ayl\u0131k bazda \u00fcst \u00fcste \u00fc\u00e7\u00fcnc\u00fc kazanc\u0131na ilerliyor ve Goldman, kal\u0131c\u0131 bir kesinti halinde rafine \u00fcr\u00fcnler ile Avrupa gaz\u0131n\u0131n ham petrolden daha fazla y\u00fckseli\u015f potansiyeli ta\u015f\u0131d\u0131\u011f\u0131n\u0131, piyasada \u00f6zellikle dizelin izlendi\u011fini kaydetti.<\/p>\n
Diplomatik cephede ise Katar\u2019\u0131n bu hafta y\u00fcr\u00fctt\u00fc\u011f\u00fc ABD-\u0130ran arabuluculu\u011funda kayda de\u011fer ilerleme sa\u011flanamad\u0131. Axios\u2019un aktard\u0131\u011f\u0131na g\u00f6re t\u0131kanan g\u00f6r\u00fc\u015fmelerde ABD\u2019li yetkililer, Ba\u015fkan Donald Trump\u2019\u0131n se\u00e7imlerin ard\u0131ndan b\u00fcy\u00fck \u00e7apl\u0131 \u00e7at\u0131\u015fmaya geri d\u00f6n\u00fc\u015f emri verebilece\u011fini d\u00fc\u015f\u00fcn\u00fcyor; Trump ise \u0130ran\u2019a sava\u015f\u0131 bitirmek i\u00e7in hi\u00e7bir \u015fey teklif etmedi\u011fini s\u00f6yledi.<\/p>\n
\u0130ran\u2019\u0131n taleplerinde ABD donanma ablukas\u0131 da merkezi bir unsur olarak \u00f6ne \u00e7\u0131karken, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden ak\u0131\u015flar\u0131n seyri ve m\u00fczakerelerin \u00e7\u00f6k\u00fcp \u00e7\u00f6kmeyece\u011fi fiyatlaman\u0131n ana riskleri olmaya devam ediyor. Beyaz Saray\u2019\u0131n Avrupa Birli\u011fi\u2019ni dizel acil stoklar\u0131n\u0131 kullanmaya \u00e7a\u011f\u0131rmas\u0131 da piyasadaki oda\u011f\u0131n yaln\u0131zca ham petrole de\u011fil, rafine \u00fcr\u00fcnlere de kayd\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> Dark exports, resmi kay\u0131tlara tam yans\u0131mayan; \u00e7o\u011fu zaman dolayl\u0131 yollarla yap\u0131lan petrol sevkiyatlar\u0131 i\u00e7in kullan\u0131l\u0131r. Ship-to-ship transfer ise petrol\u00fcn denizde bir gemiden ba\u015fka bir gemiye aktar\u0131lmas\u0131d\u0131r; bu y\u00f6ntem, y\u00fck\u00fcn izini zorla\u015ft\u0131rabildi\u011fi i\u00e7in s\u0131k\u00e7a izlenir.<\/p>\n \ud83d\udcca Piyasa Etkisi:<\/strong> Petrol arz\u0131n\u0131n toparland\u0131\u011f\u0131na dair sinyaller, ham petrol fiyatlar\u0131 \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yaratabilir. Buna kar\u015f\u0131l\u0131k m\u00fczakerelerin t\u0131kanmas\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki riskler, arz kesintisi endi\u015fesini canl\u0131 tutarak \u00f6zellikle petrol ve rafine \u00fcr\u00fcnlerde oynakl\u0131\u011f\u0131 art\u0131rabilir.<\/p>\n","protected":false},"excerpt":{"rendered":" Goldman Sachs, Basra K\u00f6rfezi\u2019nden yap\u0131lan petrol ihracat\u0131n\u0131n, eyl\u00fcl ay\u0131nda iki kat\u0131na \u00e7\u0131kt\u0131ktan sonra dark exports dahil olmak \u00fczere 2025 ortalamas\u0131na<\/p>\n","protected":false},"author":1,"featured_media":24548,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","fxk_merge_backup":"[{\"ts\":\"2026-09-30 03:31:08\",\"content\":\"\\nABD ile \\u0130ran aras\\u0131nda Katar arac\\u0131l\\u0131\\u011f\\u0131yla y\\u00fcr\\u00fct\\u00fclen diplomatik temaslarda bu hafta somut bir ilerleme sa\\u011flanamad\\u0131. G\\u00f6r\\u00fc\\u015fmelerin sonu\\u00e7suz kalmas\\u0131, H\\u00fcrm\\u00fcz Bo\\u011faz\\u0131\\u2019n\\u0131n yeniden a\\u00e7\\u0131lmas\\u0131na ili\\u015fkin beklentileri zay\\u0131flat\\u0131rken, b\\u00f6lgede \\u00e7at\\u0131\\u015fmalar\\u0131n yeniden ba\\u015flamas\\u0131 riskini de art\\u0131r\\u0131yor. \\n\\n\\n\\n\\n\\n\\u0130\\u00e7indekiler\\n\\nKatar\\u2019\\u0131n Arabuluculuk \\u00c7abalar\\u0131 Sonu\\u00e7 VermediTrump\\u2019\\u0131n Tutumu Belirsizli\\u011fi Art\\u0131r\\u0131yorPetrol Piyasas\\u0131 Diplomatik Man\\u015fetlere Odakland\\u0131H\\u00fcrm\\u00fcz Bo\\u011faz\\u0131 Kritik Fakt\\u00f6r Olmaya Devam EdiyorPiyasalar\\u0131n \\u00d6n\\u00fcndeki Yeni Denklem\\nKatar\\u2019\\u0131n Arabuluculuk \\u00c7abalar\\u0131 Sonu\\u00e7 Vermedi\\n\\n\\n\\nKatar\\u2019\\u0131n ABD ve \\u0130ran aras\\u0131nda y\\u00fcr\\u00fctt\\u00fc\\u011f\\u00fc arabuluculuk giri\\u015fimlerinde taraflar aras\\u0131ndaki temel anla\\u015fmazl\\u0131klar\\u0131n a\\u015f\\u0131lamad\\u0131\\u011f\\u0131 bildiriliyor.\\n\\n\\n\\n\\u0130ran D\\u0131\\u015fi\\u015fleri Bakan\\u0131 Abbas Araqchi, daha \\u00f6nce Katar ve Pakistan \\u00fczerinden y\\u00fcr\\u00fct\\u00fclen temaslar\\u0131n yo\\u011funla\\u015ft\\u0131\\u011f\\u0131n\\u0131 ve \\u0130ran\\u2019\\u0131n baz\\u0131 \\u00f6nerilerini arabulucular arac\\u0131l\\u0131\\u011f\\u0131yla ABD\\u2019ye iletti\\u011fini a\\u00e7\\u0131klam\\u0131\\u015ft\\u0131. Ancak taraflar\\u0131n \\u00f6zellikle hangi ad\\u0131m\\u0131n \\u00f6nce at\\u0131laca\\u011f\\u0131 ve yapt\\u0131r\\u0131mlar\\u0131n nas\\u0131l ele al\\u0131naca\\u011f\\u0131 konusunda farkl\\u0131 pozisyonlarda kalmas\\u0131, anla\\u015fma ihtimalini zorla\\u015ft\\u0131r\\u0131yor. \\n\\n\\n\\n\\u0130ran ayr\\u0131ca H\\u00fcrm\\u00fcz Bo\\u011faz\\u0131\\u2019n\\u0131n yeniden a\\u00e7\\u0131lmas\\u0131n\\u0131 belirli ko\\u015fullar\\u0131n yerine getirilmesine ba\\u011fl\\u0131yor. Tahran\\u2019\\u0131n taleplerinin kar\\u015f\\u0131lanmadan bo\\u011faz\\u0131n normal \\u015fekilde yeniden a\\u00e7\\u0131lmas\\u0131n\\u0131n m\\u00fcmk\\u00fcn olmayaca\\u011f\\u0131 y\\u00f6n\\u00fcndeki mesajlar\\u0131, enerji piyasas\\u0131ndaki belirsizli\\u011fi canl\\u0131 tutuyor.\\n\\n\\n\\nTrump\\u2019\\u0131n Tutumu Belirsizli\\u011fi Art\\u0131r\\u0131yor\\n\\n\\n\\nABD Ba\\u015fkan\\u0131 Donald Trump\\u2019\\u0131n \\u0130ran\\u2019\\u0131n H\\u00fcrm\\u00fcz Bo\\u011faz\\u0131\\u2019n\\u0131n yeniden a\\u00e7\\u0131lmas\\u0131na y\\u00f6nelik \\u00f6nceki teklifini reddetmesi, diplomatik s\\u00fcrecin k\\u0131r\\u0131lganl\\u0131\\u011f\\u0131n\\u0131 art\\u0131rd\\u0131.\\n\\n\\n\\nBunun ard\\u0131ndan ABD taraf\\u0131nda \\u0130ran\\u2019a y\\u00f6nelik yapt\\u0131r\\u0131mlar\\u0131n gev\\u015fetilmesi ve dondurulmu\\u015f varl\\u0131klar\\u0131n serbest b\\u0131rak\\u0131lmas\\u0131 konusunda farkl\\u0131 haberler ortaya \\u00e7\\u0131kt\\u0131. Ancak Trump, \\u0130ran\\u2019a bu y\\u00f6nde bir teklif sunuldu\\u011fu iddias\\u0131n\\u0131 reddetti. B\\u00f6ylece Washington\\u2019dan gelen mesajlar ile arabuluculuk kanallar\\u0131ndan yans\\u0131yan bilgiler aras\\u0131nda belirgin bir farkl\\u0131l\\u0131k olu\\u015ftu.\\n\\n\\n\\nBu tablo, g\\u00f6r\\u00fc\\u015fmelerin tamamen sona erdi\\u011fi anlam\\u0131na gelmese de taraflar\\u0131n hen\\u00fcz ortak bir \\u00e7er\\u00e7eve \\u00fczerinde anla\\u015famad\\u0131\\u011f\\u0131n\\u0131 g\\u00f6steriyor.\\n\\n\\n\\nPetrol Piyasas\\u0131 Diplomatik Man\\u015fetlere Odakland\\u0131\\n\\n\\n\\nDiplomatik geli\\u015fmeler petrol fiyatlar\\u0131nda olduk\\u00e7a sert dalgalanmalara neden oluyor.\\n\\n\\n\\nTrump\\u2019\\u0131n \\u0130ran teklifini reddetmesinin ard\\u0131ndan Brent petrol\\u00fc g\\u00fcn i\\u00e7inde 4 $\\u2019dan fazla y\\u00fckseldi, ancak Katar \\u00fczerinden yeni g\\u00f6r\\u00fc\\u015fmeler yap\\u0131laca\\u011f\\u0131na ili\\u015fkin haberlerle kazan\\u0131mlar\\u0131n \\u00f6nemli b\\u00f6l\\u00fcm\\u00fc geri verildi. Brent g\\u00fcn\\u00fc yakla\\u015f\\u0131k 105 $, WTI ise yakla\\u015f\\u0131k 93 $ seviyesinde tamamlad\\u0131. \\n\\n\\n\\nBu hareket, petrol piyasas\\u0131n\\u0131n \\u015fu anda yaln\\u0131zca fiziksel arz verilerine de\\u011fil, Washington-Tahran hatt\\u0131ndan gelen her yeni a\\u00e7\\u0131klamaya tepki verdi\\u011fini g\\u00f6steriyor.\\n\\n\\n\\nH\\u00fcrm\\u00fcz Bo\\u011faz\\u0131 Kritik Fakt\\u00f6r Olmaya Devam Ediyor\\n\\n\\n\\nOrtado\\u011fu\\u2019dan yap\\u0131lan petrol ihracat\\u0131nda son haftalarda toparlanma g\\u00f6r\\u00fclmesine ra\\u011fmen, H\\u00fcrm\\u00fcz Bo\\u011faz\\u0131 \\u00fczerinden ger\\u00e7ekle\\u015fen ak\\u0131\\u015flar\\u0131n \\u00e7at\\u0131\\u015fma \\u00f6ncesindeki seviyelerin alt\\u0131nda kald\\u0131\\u011f\\u0131 belirtiliyor. Bu nedenle piyasadaki fiziksel arz a\\u00e7\\u0131\\u011f\\u0131 tamamen ortadan kalkm\\u0131\\u015f de\\u011fil. \\n\\n\\n\\nBo\\u011faz\\u0131n yeniden ve istikrarl\\u0131 \\u015fekilde a\\u00e7\\u0131lmas\\u0131, petrol \\u00fczerindeki jeopolitik risk priminin \\u00f6nemli \\u00f6l\\u00e7\\u00fcde azalmas\\u0131na yol a\\u00e7abilir. Buna kar\\u015f\\u0131l\\u0131k g\\u00f6r\\u00fc\\u015fmelerin tamamen \\u00e7\\u00f6kmesi veya \\u00e7at\\u0131\\u015fmalar\\u0131n yeniden ba\\u015flamas\\u0131, arz endi\\u015felerini yeniden \\u00f6n plana \\u00e7\\u0131karabilir.\\n\\n\\n\\nPiyasalar\\u0131n \\u00d6n\\u00fcndeki Yeni Denklem\\n\\n\\n\\nABD-\\u0130ran g\\u00f6r\\u00fc\\u015fmelerinde ya\\u015fanan t\\u0131kanma yaln\\u0131zca petrol a\\u00e7\\u0131s\\u0131ndan \\u00f6nemli de\\u011fil. Enerji fiyatlar\\u0131n\\u0131n y\\u00fcksek kalmas\\u0131, k\\u00fcresel enflasyon beklentilerini ve merkez bankalar\\u0131n\\u0131n para politikas\\u0131 \\u00fczerindeki bask\\u0131y\\u0131 da art\\u0131rabilir.\\n\\n\\n\\n\\u00d6zellikle petrol fiyatlar\\u0131n\\u0131n yeniden y\\u00fckselmesi, Fed\\u2019in faiz politikas\\u0131nda daha uzun s\\u00fcre s\\u0131k\\u0131 duru\\u015f sergilemesi ihtimalini g\\u00fc\\u00e7lendirebilecek unsurlardan biri olarak \\u00f6ne \\u00e7\\u0131k\\u0131yor. ABD 10 y\\u0131ll\\u0131k tahvil getirilerinin de y\\u00fcksek seviyelerde kalmas\\u0131, enerji fiyatlar\\u0131 ile tahvil piyasas\\u0131 aras\\u0131ndaki ba\\u011flant\\u0131n\\u0131n \\u00f6nemini art\\u0131r\\u0131yor. \\u00d6n\\u00fcm\\u00fczdeki d\\u00f6nemde piyasalar\\u0131n oda\\u011f\\u0131nda \\u00fc\\u00e7 ba\\u015fl\\u0131k bulunuyor: ABD\\u2019nin \\u0130ran\\u2019a verece\\u011fi yan\\u0131t, H\\u00fcrm\\u00fcz Bo\\u011faz\\u0131\\u2019ndaki petrol ak\\u0131\\u015flar\\u0131n\\u0131n normalle\\u015fip normalle\\u015fmeyece\\u011fi ve diplomatik temaslar\\u0131n yeniden somut bir anla\\u015fma zeminine d\\u00f6n\\u00fc\\u015f\\u00fcp d\\u00f6n\\u00fc\\u015fmeyece\\u011fi.\\n\\n\\n\\n\\u015eimdilik Katar\\u2019\\u0131n arabuluculuk giri\\u015fimleri taraflar\\u0131 masada tutsa da anla\\u015fmazl\\u0131klar\\u0131n giderilememesi, petrol piyasas\\u0131nda jeopolitik risk priminin korunmas\\u0131na neden oluyor.\\n\"}]","footnotes":""},"categories":[17],"tags":[20,19,158],"class_list":["post-24547","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-gundem","tag-abd","tag-iran","tag-katar"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/24547","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=24547"}],"version-history":[{"count":3,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/24547\/revisions"}],"predecessor-version":[{"id":25208,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/24547\/revisions\/25208"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/media\/24548"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=24547"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=24547"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=24547"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}