Saudi Aramco, kas\u0131m ay\u0131nda Avrupa\u2019daki m\u00fc\u015fterilerine tam petrol hacmi sa\u011flayaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131 ve sat\u0131\u015f program\u0131nda Avrupa sevkiyatlar\u0131n\u0131 eksiksiz kar\u015f\u0131layaca\u011f\u0131n\u0131 bildirdi.<\/p>\n
\u00d6te yandan JPMorgan\u2019\u0131n emtia ekibi, G7\u2019nin ge\u00e7en cuma duyurdu\u011fu ve d\u00f6rt ayda acil stoklardan 100 milyon varil ham petrol ile dizel b\u0131rakma taahh\u00fcd\u00fcn\u00fcn ba\u015fl\u0131\u011fa yans\u0131d\u0131\u011f\u0131 kadar yeni bir m\u00fcdahale olmad\u0131\u011f\u0131n\u0131 belirtti. Natasha Kaneva ve ekibinin bu hafta yay\u0131mlad\u0131\u011f\u0131 \u201cCounted but not delivered\u201d notuna g\u00f6re paket, daha \u00f6nce yerine getirilmi\u015f taahh\u00fctleri de say\u0131yor ve \u201c100 milyon varil yeni m\u00fcdahaleyi temsil etmiyor.\u201d<\/p>\n
Hesaba g\u00f6re IEA \u00fcyeleri mart ay\u0131nda 412 milyon varil i\u00e7in taah\u00fctte bulunmu\u015f, bunun yakla\u015f\u0131k 321 milyon varili zaten piyasaya \u00e7\u0131km\u0131\u015f ve geriye yakla\u015f\u0131k 91 milyon varil kalm\u0131\u015f durumda. Bu y\u00fczden cuma g\u00fcnk\u00fc a\u00e7\u0131klaman\u0131n b\u00fcy\u00fck k\u0131sm\u0131, aral\u0131k ay\u0131na kadar s\u00fcrecek ABD Stratejik Petrol Rezervi\u2019nden kalan 40 milyon varillik k\u0131sm\u0131n da dahil oldu\u011fu mart serbest b\u0131rak\u0131m\u0131n\u0131n tamamlanmas\u0131 anlam\u0131na geliyor.<\/p>\n
Fark yaratan unsur ise dizel a\u011f\u0131rl\u0131\u011f\u0131 ve ilk 20 g\u00fcnde g\u00fc\u00e7l\u00fc bir \u00f6nden y\u00fckleme yap\u0131lmas\u0131. Ancak G7, b\u0131rak\u0131m\u0131n ham petrol ve \u00fcr\u00fcnler aras\u0131nda nas\u0131l b\u00f6l\u00fcnece\u011fini ya da hangi \u00fclkelerin katk\u0131 verece\u011fini a\u00e7\u0131klamad\u0131; daha \u00f6nce konu\u015fulan da\u011f\u0131l\u0131m 50\/50 idi ve ayr\u0131nt\u0131lar\u0131n 14-15 Ekim\u2019deki IEA y\u00f6netim kurulu toplant\u0131s\u0131nda gelmesi bekleniyor.<\/p>\n
JPMorgan\u2019a g\u00f6re Avrupa burada as\u0131l kritik b\u00f6lge; martta 108 milyon varil taahh\u00fct etmi\u015fti ve bug\u00fcne kadar yakla\u015f\u0131k 16 milyon varil dizel, 17 milyon varil benzin, 10 milyon varil fuel oil ile 12 milyon varil di\u011fer \u00fcr\u00fcnlerin serbest b\u0131rak\u0131ld\u0131\u011f\u0131 tahmin ediliyor. Avrupa\u2019da neredeyse hi\u00e7 ham petrol b\u0131rak\u0131lmam\u0131\u015f g\u00f6r\u00fcn\u00fcrken, k\u0131tada yakla\u015f\u0131k 377 milyon varil acil dizel sto\u011fu bulunuyor; bu miktar ABD\u2019deki 106 milyon varilin \u00fc\u00e7 kat\u0131ndan fazla, Almanya\u2019n\u0131n 64 milyon ve Fransa\u2019n\u0131n 61 milyon varillik stoklar\u0131 da ABD\u2019nin toplam\u0131n\u0131 a\u015f\u0131yor.<\/p>\n
Bankaya g\u00f6re sava\u015f\u0131n ba\u015flang\u0131c\u0131ndan bu yana Avrupa ve ABD\u2019nin her biri yaln\u0131zca yakla\u015f\u0131k 16 milyon varil dizel piyasaya s\u00fcrd\u00fc; ancak transatlantik arbitrajda y\u00fck\u00fc b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ABD ta\u015f\u0131d\u0131 ve ABD\u2019den Avrupa\u2019ya dizel sevkiyat\u0131 sava\u015f \u00f6ncesindeki 200-250 bin varil\/g\u00fcnden temmuzda yakla\u015f\u0131k 400 bin varile, a\u011fustosta ise neredeyse 500 bin varile \u00e7\u0131kt\u0131. JPMorgan, Avrupa\u2019n\u0131n dizel b\u0131rak\u0131m\u0131ndan yakla\u015f\u0131k 40 milyon varil al\u0131p bunu 60 g\u00fcne yaymas\u0131 halinde bunun g\u00fcnde yakla\u015f\u0131k 660 bin varile denk gelece\u011fini, bunun da Avrupa\u2019n\u0131n mevcut dizel ithalat\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 57\u2019sini olu\u015fturaca\u011f\u0131n\u0131 s\u00f6yl\u00fcyor.<\/p>\n
Toplam petrol stoklar\u0131nda tam bir b\u0131rak\u0131m\u0131n ocak ay\u0131na kadar envanteri yakla\u015f\u0131k 7,9 milyar varilden 7,8 milyar varile indirece\u011fi, bunun on y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesi olsa da JPMorgan\u2019\u0131n stres e\u015fi\u011finin yakla\u015f\u0131k 150 milyon varil \u00fczerinde kalaca\u011f\u0131 hesaplan\u0131yor. Dizelde ise OECD stoklar\u0131n\u0131n yakla\u015f\u0131k 504 milyon varile gerileyerek iki on y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine inece\u011fi ve 529 milyon varillik stres seviyesinin alt\u0131na d\u00fc\u015fece\u011fi belirtiliyor; banka, \u201ck\u0131s\u0131t, acil varillerin mevcudiyeti de\u011fil, h\u00fck\u00fcmetlerin onlar\u0131 kullanma iste\u011fi\u201d ifadesini \u00f6ne \u00e7\u0131kar\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Saudi Aramco, kas\u0131m ay\u0131nda Avrupa\u2019daki m\u00fc\u015fterilerine tam petrol hacmi sa\u011flayaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131 ve sat\u0131\u015f program\u0131nda Avrupa sevkiyatlar\u0131n\u0131 eksiksiz kar\u015f\u0131layaca\u011f\u0131n\u0131 bildirdi. \u00d6te<\/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":"[{\"ts\":\"2026-10-09 16:02:05\",\"content\":\"Saudi Aramco, kas\\u0131m ay\\u0131nda Avrupa\\u2019daki m\\u00fc\\u015fterilerine tam petrol hacmi sa\\u011flayaca\\u011f\\u0131n\\u0131 a\\u00e7\\u0131klad\\u0131. \\u015eirket, sat\\u0131\\u015f program\\u0131nda Avrupa sevkiyatlar\\u0131n\\u0131 eksiksiz kar\\u015f\\u0131layaca\\u011f\\u0131n\\u0131 bildirdi.\\n\"}]","footnotes":""},"categories":[8],"tags":[269,6981,3840],"class_list":["post-29319","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-avrupa","tag-petrol-tedariki","tag-saudi-aramco"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/29319","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=29319"}],"version-history":[{"count":1,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/29319\/revisions"}],"predecessor-version":[{"id":29330,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/29319\/revisions\/29330"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=29319"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=29319"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=29319"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}