Goldman Sachs, ABD do\u011fal gaz fiyatlar\u0131n\u0131n son iki haftada 3 dolar\/mmBtu\u2019nun \u00fczerine \u00e7\u0131kmas\u0131n\u0131n eyl\u00fclde hava kaynakl\u0131 s\u0131k\u0131la\u015fmadan destek ald\u0131\u011f\u0131n\u0131 belirtti. Ancak banka, Permian b\u00f6lgesindeki \u00fcretim art\u0131\u015f\u0131n\u0131n yakla\u015fan k\u0131\u015f d\u00f6neminde piyasay\u0131 yeterince besleyece\u011fini ve \u0131l\u0131man bir k\u0131\u015f senaryosunda fiyatlar\u0131n bask\u0131 alt\u0131nda kalabilece\u011fini \u00f6ng\u00f6rd\u00fc.<\/p>\n
Kurulu\u015f, Win26-27 i\u00e7in 2,95 dolar\/mmBtu, Sum27 i\u00e7in ise 2,75 dolar\/mmBtu NYMEX do\u011fal gaz tahmini korudu; vadeli i\u015flemlerde ise s\u0131ras\u0131yla 3,35 dolar ve 2,95 dolar seviyeleri g\u00f6r\u00fcl\u00fcyor. Eyl\u00fcl dengesi beklentilerden g\u00fcnl\u00fck 1,2 Bcf daha s\u0131k\u0131 ger\u00e7ekle\u015firken, s\u0131cakl\u0131klar\u0131n mevsim normallerinin iki standart sapma \u00fczerine \u00e7\u0131kmas\u0131 elektrik t\u00fcketimini art\u0131rd\u0131 ve bu d\u00f6nem i\u00e7in rekor 45,1 Bcf\/g\u00fcnl\u00fck power burn olu\u015ftu.<\/p>\n
S\u0131k\u0131la\u015fma tuz ma\u011faras\u0131 stoklar\u0131n\u0131 da h\u0131zl\u0131 \u015fekilde azaltt\u0131; bu tesisler k\u0131\u015f\u0131n en y\u00fcksek \u00e7ekim h\u0131z\u0131na sahip depolar aras\u0131nda yer al\u0131yor. Ekim 2026-Ocak 2027 spreadi de y\u00fczde 17 y\u00fckseldi.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> Bcf\/g\u00fcn, bir g\u00fcnde milyarlarca fit k\u00fcp gaz anlam\u0131na gelir ve do\u011fal gaz arz-talep dengesini \u00f6l\u00e7mek i\u00e7in kullan\u0131l\u0131r. Power burn ise gaz\u0131n elektrik \u00fcretiminde ne kadar yak\u0131ld\u0131\u011f\u0131n\u0131 g\u00f6sterir. Spread, iki farkl\u0131 vadeli kontrat aras\u0131ndaki fiyat fark\u0131d\u0131r.<\/p>\n \ud83d\udcca Piyasa Etkisi:<\/strong> Do\u011fal gaz fiyatlar\u0131nda k\u0131sa vadede hava kaynakl\u0131 s\u0131k\u0131la\u015fma destekleyici olabilir. Buna kar\u015f\u0131n Goldman Sachs\u2019\u0131n k\u0131\u015f \u00f6ncesi arz\u0131n yeterli kalaca\u011f\u0131 ve fiyatlar\u0131n a\u015fa\u011f\u0131 y\u00f6nl\u00fc kalabilece\u011fi g\u00f6r\u00fc\u015f\u00fc, vadeli piyasalarda bask\u0131 yaratabilir. \u00d6zellikle k\u0131\u015f talebi beklentileri ve \u00fcretim art\u0131\u015f\u0131, fiyatlaman\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan izlenecek.<\/p>\n","protected":false},"excerpt":{"rendered":" Goldman Sachs, ABD do\u011fal gaz fiyatlar\u0131n\u0131n son iki haftada 3 dolar\/mmBtu\u2019nun \u00fczerine \u00e7\u0131kmas\u0131n\u0131n eyl\u00fclde hava kaynakl\u0131 s\u0131k\u0131la\u015fmadan destek ald\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n","protected":false},"author":1,"featured_media":0,"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":"","footnotes":""},"categories":[8],"tags":[2039,182,1603,6450],"class_list":["post-29155","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-dogal-gaz","tag-goldman-sachs","tag-nymex","tag-onemli"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/29155","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=29155"}],"version-history":[{"count":0,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/29155\/revisions"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=29155"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=29155"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=29155"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}