Yat\u0131r\u0131m bankas\u0131 JP Morgan’\u0131n tahminine g\u00f6re, H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n gelecek ay gibi erken bir tarihte yeniden a\u00e7\u0131lmas\u0131 durumunda bile k\u00fcresel petrol fiyatlar\u0131n\u0131n bu y\u0131l\u0131n b\u00fcy\u00fck bir b\u00f6l\u00fcm\u00fcnde “100 dolar\u0131n biraz \u00fczerinde” kalmas\u0131 bekleniyor.
\nBanka Pazartesi g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, b\u00f6lgedeki petrol arz\u0131n\u0131n h\u0131zla normale d\u00f6nmeyece\u011fini belirtti.
\nBu analiz, Ba\u015fkan Donald Trump’\u0131n \u0130ran’\u0131n sava\u015f\u0131 sona erdirme y\u00f6n\u00fcndeki ABD \u00f6nerilerine verdi\u011fi yan\u0131t\u0131n “kesinlikle kabul edilemez” oldu\u011fu y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan petrol fiyatlar\u0131n\u0131n y\u00fckselmesiyle geldi.
\n\u0130ran’\u0131n yar\u0131 resmi Tasnim haber ajans\u0131na g\u00f6re Tahran, iki taraf aras\u0131nda arabuluculuk yapan Pakistan arac\u0131l\u0131\u011f\u0131yla yan\u0131t\u0131n\u0131 g\u00f6nderdi ve \u00e7at\u0131\u015fman\u0131n derhal sona ermesi ile ABD-\u0130srail’in \u0130ran’a y\u00f6nelik ba\u015fka sald\u0131r\u0131lar\u0131n\u0131n olmayaca\u011f\u0131na dair g\u00fcvenceler talep etti.
\nUluslararas\u0131 petrol g\u00f6stergesi Brent, bir ara %4’ten fazla art\u0131\u015fla varil ba\u015f\u0131na 105,94 dolara (77,74 \u00a3) y\u00fckseldi, ard\u0131ndan yakla\u015f\u0131k 105 dolara geriledi.
\n\u00d6nemli su yolu H\u00fcrm\u00fcz Bo\u011faz\u0131, sava\u015f\u0131n 28 \u015eubat’ta ba\u015flamas\u0131ndan k\u0131sa bir s\u00fcre sonra fiilen kapat\u0131ld\u0131 ve k\u00fcresel petrol ve gaz tedarikini ciddi \u015fekilde aksatt\u0131.
\nTahran’\u0131n \u015fartlar\u0131na yan\u0131t veren Trump, sosyal medyada \u015funlar\u0131 payla\u015ft\u0131: “\u0130ran’\u0131n s\u00f6zde ‘Temsilcileri’nden gelen yan\u0131t\u0131 az \u00f6nce okudum. Be\u011fenmedim – KES\u0130NL\u0130KLE KABUL ED\u0130LEMEZ.”
\nABD haber kurulu\u015fu Axios’a g\u00f6re Washington’\u0131n \u015fartlar\u0131 aras\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan serbest ge\u00e7i\u015fin yeniden sa\u011flanmas\u0131 ve \u0130ran’\u0131n n\u00fckleer zenginle\u015ftirmesinin ask\u0131ya al\u0131nmas\u0131 yer al\u0131yordu.
\n\u0130srail Ba\u015fbakan\u0131 Binyamin Netanyahu da \u0130ran ile sava\u015f\u0131n, zenginle\u015ftirilmi\u015f uranyum stoklar\u0131 “ortadan kald\u0131r\u0131lana” kadar bitmeyece\u011fini s\u00f6yledi.
\nBar\u0131\u015f g\u00f6r\u00fc\u015fmelerine zaman tan\u0131mak amac\u0131yla Nisan ba\u015f\u0131nda ilan edilen ate\u015fkes, ara s\u0131ra ya\u015fanan \u00e7at\u0131\u015fmalara ra\u011fmen b\u00fcy\u00fck \u00f6l\u00e7\u00fcde uyguland\u0131.
\n21 Nisan’da Trump, \u0130ran’a “birle\u015fik bir \u00f6neri” sunmas\u0131 i\u00e7in zaman tan\u0131mak amac\u0131yla ate\u015fkese s\u00fcresiz uzatma getirdi.
\nH\u00fcrm\u00fcz Bo\u011faz\u0131, \u0130ran, Birle\u015fik Arap Emirlikleri (BAE) ve Umman aras\u0131nda yer alan dar bir su ge\u00e7ididir.
\nEn dar noktas\u0131nda yakla\u015f\u0131k 21 mil (33 km) geni\u015fli\u011finde olan bu su yolu, K\u00f6rfez’i Umman K\u00f6rfezi’ne ba\u011flayarak hayati bir k\u00fcresel nakliye rotas\u0131 haline getirmektedir.
\nD\u00fcnya petrol ve s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz\u0131n\u0131n yakla\u015f\u0131k %20’si genellikle H\u00fcrm\u00fcz Bo\u011faz\u0131’ndan ge\u00e7mektedir.
\nBu petrol sadece \u0130ran’dan de\u011fil, ayn\u0131 zamanda Irak, Kuveyt, Katar, Suudi Arabistan ve BAE gibi K\u00f6rfez \u00fclkelerinden de gelmektedir.
\nABD Enerji Bilgi \u0130daresi (EIA) tahminlerine g\u00f6re, 2025 y\u0131l\u0131nda g\u00fcnde yakla\u015f\u0131k 20 milyon varil petrol bu su yolundan ge\u00e7ti; bu da y\u0131lda yakla\u015f\u0131k 600 milyar dolar (447 milyar \u00a3) de\u011ferinde enerji ticareti anlam\u0131na geliyor.
\nSava\u015f\u0131n ba\u015flamas\u0131ndan bu yana deniz trafi\u011fi \u00f6nemli \u00f6l\u00e7\u00fcde azald\u0131.
\n\u00c7at\u0131\u015fman\u0131n ba\u015flamas\u0131ndan bu yana enerji fiyatlar\u0131 b\u00fcy\u00fck dalgalanmalar ya\u015farken, Brent ham petrol\u00fc 8 Nisan’da y\u00fcr\u00fcrl\u00fc\u011fe giren ate\u015fkesin ard\u0131ndan varil ba\u015f\u0131na 100 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131.
\nJP Morgan Pazartesi g\u00fcn\u00fc yay\u0131mlad\u0131\u011f\u0131 bir notta, analizlerinin “art\u0131k petrol fiyatlar\u0131n\u0131n bu y\u0131l\u0131n geri kalan\u0131n\u0131n \u00e7o\u011funda 100 dolar\u0131n biraz \u00fczerinde kalmas\u0131 gerekti\u011fini, 2026 y\u0131l\u0131 genelinde ise ortalama 97 dolar olaca\u011f\u0131n\u0131” \u00f6ne s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtti.
\nBanka, “\u00d6nemli olan, analizin Bo\u011faz yeniden a\u00e7\u0131ld\u0131\u011f\u0131nda h\u0131zl\u0131 bir normalle\u015fmeye i\u015faret etmedi\u011fini” ekleyerek, darbo\u011faz\u0131n muhtemelen “Bo\u011faz’\u0131n kendisinden tanker bulunabilirli\u011fine, rafineri kapasite art\u0131\u015flar\u0131na ve daha geni\u015f lojistik k\u0131s\u0131tlamalara” kayaca\u011f\u0131n\u0131 belirtti.
\nK\u00fcresel petrol ve gaz sevkiyat\u0131n\u0131n yakla\u015f\u0131k be\u015fte birinin genellikle ge\u00e7ti\u011fi H\u00fcrm\u00fcz Bo\u011faz\u0131, Tahran’\u0131n ABD-\u0130srail sald\u0131r\u0131lar\u0131na misilleme olarak ge\u00e7meye \u00e7al\u0131\u015fan gemilere sald\u0131r\u0131 tehdidinde bulunmas\u0131n\u0131n ard\u0131ndan fiilen kapat\u0131ld\u0131.
\nB\u00fcy\u00fck enerji \u015firketleri, k\u00fcresel piyasalarda petrol ve gaz fiyatlar\u0131n\u0131n f\u0131rlamas\u0131yla karlar\u0131nda b\u00fcy\u00fck art\u0131\u015flar g\u00f6rd\u00fc.
\nPazar g\u00fcn\u00fc Aramco, y\u0131l\u0131n ilk \u00fc\u00e7 ay\u0131ndaki kazan\u00e7lar\u0131n\u0131n 2025’in ayn\u0131 d\u00f6nemine g\u00f6re %25’ten fazla artt\u0131\u011f\u0131n\u0131 bildirdi.
\nAramco CEO’su Amin Nasser, Suudi Arabistan enerji devinin \u00fclke \u00e7ap\u0131ndaki boru hatt\u0131n\u0131n “kritik bir tedarik arteri oldu\u011funu kan\u0131tlad\u0131\u011f\u0131n\u0131” ve \u0130ran sava\u015f\u0131n\u0131n neden oldu\u011fu nakliye aksakl\u0131klar\u0131ndan ka\u00e7\u0131nmas\u0131na yard\u0131mc\u0131 oldu\u011funu s\u00f6yledi.
\nGe\u00e7en ay BP, y\u0131l\u0131n ilk \u00fc\u00e7 ay\u0131ndaki kar\u0131n\u0131n iki kattan fazla artt\u0131\u011f\u0131n\u0131 bildirirken, Shell ge\u00e7en hafta kazan\u00e7lar\u0131n\u0131n s\u0131\u00e7rama yapt\u0131\u011f\u0131n\u0131 duyurdu.
\nNasser Pazartesi g\u00fcn\u00fc yat\u0131r\u0131mc\u0131lara, sava\u015f\u0131n tetikledi\u011fi enerji \u015fokunun H\u00fcrm\u00fcz Bo\u011faz\u0131 yeniden a\u00e7\u0131lsa bile 2027’ye kadar uzayabilece\u011fini s\u00f6yledi.
\n“H\u00fcrm\u00fcz Bo\u011faz\u0131 bug\u00fcn a\u00e7\u0131lsa bile piyasan\u0131n yeniden dengelenmesi aylar s\u00fcrecektir ve a\u00e7\u0131l\u0131\u015f\u0131 birka\u00e7 hafta daha gecikirse, normalle\u015fme 2027’ye kadar s\u00fcrecektir” dedi.
\nAyr\u0131ca piyasan\u0131n “yakla\u015f\u0131k bir milyar varil petrol gibi e\u015fi benzeri g\u00f6r\u00fclmemi\u015f bir arz kayb\u0131” ya\u015fad\u0131\u011f\u0131n\u0131 ekledi.
\nReuters anketine g\u00f6re, Petrol \u0130hra\u00e7 Eden \u00dclkeler \u00d6rg\u00fct\u00fc (OPEC) taraf\u0131ndan Nisan ay\u0131ndaki ham petrol \u00fcretimi bir \u00f6nceki aya g\u00f6re g\u00fcnl\u00fck 830.000 varil d\u00fc\u015f\u00fc\u015fle 20.04 milyon varile geriledi.
\n#PetrolFiyatlar\u0131
\n#H\u00fcrm\u00fczBo\u011faz\u0131
\n#EnerjiPiyasas\u0131
\n#K\u00fcreselPetrol
\n#JPMorgan
\n#\u0130ranABDGerilimi
\n#OPEC
\n#BrentPetrol
\n#EnerjiKrizi
\n#Ortado\u011fu<\/p>\n","protected":false},"excerpt":{"rendered":"
Yat\u0131r\u0131m bankas\u0131 JP Morgan’\u0131n tahminine g\u00f6re, H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n gelecek ay gibi erken bir tarihte yeniden a\u00e7\u0131lmas\u0131 durumunda bile k\u00fcresel petrol fiyatlar\u0131n\u0131n bu y\u0131l\u0131n b\u00fcy\u00fck bir b\u00f6l\u00fcm\u00fcnde “100 dolar\u0131n biraz \u00fczerinde” kalmas\u0131 bekleniyor. Banka Pazartesi g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, b\u00f6lgedeki petrol arz\u0131n\u0131n h\u0131zla normale d\u00f6nmeyece\u011fini belirtti. Bu analiz, Ba\u015fkan Donald Trump’\u0131n \u0130ran’\u0131n sava\u015f\u0131 sona erdirme y\u00f6n\u00fcndeki ABD […]<\/p>\n","protected":false},"author":1,"featured_media":7641,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[],"class_list":["post-7640","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-iran_haberler"],"_links":{"self":[{"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/posts\/7640","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7640"}],"version-history":[{"count":0,"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/posts\/7640\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=\/wp\/v2\/media\/7641"}],"wp:attachment":[{"href":"https:\/\/vanak.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7640"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7640"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vanak.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}