25 Ocak 2017 – Serkan Şahin’in yorumu

Aşağıdaki yorum Serkan Şahin’in hafta ortası petrol yorumudur:

“EIA stok verilerinde en ilginc veri PADD 3’de ihracat dususune ragmen artan ticari petrol stoklari. 1.19 milyon varillik bir artis var. Bu artisin bence geldigi nokta Permian Delaware Basin ve muhtemel Oklahoma Woodford. Bunu da test etmek icin Propane stoklarina bakiyorum ve orada 2 milyon varillik dusus goruyorum. Boylece kis mevsimi kaynakli propane talebinin arttigini ve dogalgaz sivisi ve dogalgaz talebi destekli ham petrol ve kondensat uretiminin stoklara yansidigini dusunuyorum.

Bugun verilere daha fazla girmeden bir yanilgi uzerine konusmak istiyorum. Ham petrol stoklarinin tamamen sifirlanmasi gercekci degildir. Fiyatlarin dengelenmesi icin bunun gerceklesmesini beklemek de gercekci degildir. Stoklar icin bir optimum seviye vardir ve optimum seviyenin alti ve ustu sizi backwardation ya da contangoya goturur. Ayrica her bolgenin kendi stogunun kendi karakteristik durumu vardir. Kuresel stok verilerine bakarak fiyatlari anlayamasiniz. Arzda toplam miktara bakarak stok dengesini anlayamayacaginiz gibi. Bu nedenle OPEC anlasmasinin uzerinden “Gunde 1.8 milyon varil/gunluk bir dusus butun stoklari ne kadar surede eritir?” gibi bir yaklasim yanlistir, yanilgiya goturur. Stoklardaki bolgesel ve ham petrol cinslerine gore optimum seviyeleri anlar ve rafinerilerin optimum kullanim oranini bulabilirseniz, OPEC anlasmasinin ne kadar bir sure ile devam etmesi durumunda basarili olacagini anlarsiniz. Peki ya benchmark ham petroller icin c1-c7 spread (birinci ay ve yedinci ay kontralarin farki) icin makul stok seviyesi nedir? Bu sorulari sormadan OPEC anlasmasini anlayamazsiniz.”

“Buradaki gorusler tamamen yazarin kendi gorusleri olup Thomson Reuters ve bagli kuruluslari kesinlikle baglamaz ve goruslerini yansitmaz.”

77 thoughts on “25 Ocak 2017 – Serkan Şahin’in yorumu”

  1. Nice blog here! Also your site loads up very fast! What host are you using?
    Can I am getting your affiliate link in your host?
    I want my website loaded up as fast as yours lol

  2. I think what you said made a lot of sense. But, think on this,
    what if you wrote a catchier title? I am not suggesting your content
    is not solid., however suppose you added a title that
    grabbed folk’s attention? I mean 25 Ocak 2017 – Serkan Şahin’in yorumu –
    EAK – Enerjide Günlük Notlar is a little boring.
    You should glance at Yahoo’s home page and watch how they create news
    headlines to get viewers to open the links. You might add a related video
    or a related picture or two to get people interested about everything’ve written. In my opinion, it might make your posts a little bit more interesting.

  3. Does your website have a contact page? I’m having a tough time locating it but,
    I’d like to send you an email. I’ve got some recommendations for your blog you
    might be interested in hearing. Either way, great blog and I look forward to seeing it grow
    over time.

  4. I?m pleased, I have to state. Truly hardly ever do I run into a blog that?s both informative as well as enjoyable, as well as let me inform you, you have struck the nail on the head. Your concept is exceptional; the problem is something that not enough people are speaking smartly around. I am really pleased that I stumbled across this in my look for something connecting to this.

  5. Youre so awesome! I don’t suppose Ive review anything similar to this prior to. So great to discover somebody with some initial thoughts on this subject. realy thank you for beginning this up. this internet site is something that is required on the web, somebody with a little originality. helpful task for bringing something brand-new to the web!

  6. The next time I check out a blog, I really hope that it does not dissatisfy me as high as this. I mean, I recognize it was my selection to review, yet I really believed youd have something intriguing to state. All I listen to is a lot of whimpering about something that you could take care of if you werent also busy trying to find attention.

  7. Unquestionably consider that which you said. Your favorite reason seemed to be at the internet
    the simplest thing to take into accout of. I say to you,
    I certainly get irked while folks think about concerns that they plainly don’t
    recognize about. You managed to hit the nail upon the highest as neatly as
    outlined out the whole thing with no need side effect , other people can take a signal.
    Will likely be again to get more. Thanks

  8. Hmm it seems like your site ate my first comment (it was extremely long) so I guess I’ll just sum it
    up what I wrote and say, I’m thoroughly enjoying your blog.
    I as well am an aspiring blog writer but I’m still new to everything.
    Do you have any tips and hints for rookie blog writers?

    I’d certainly appreciate it.

  9. Good post. I learn something more challenging on different blogs everyday. It would always be stimulating to read content material from different writers and follow a little one thing from their store. I抎 want to use some with the content on my blog whether you don抰 mind. Natually I抣l offer you a link on your net blog. Thanks for sharing.

  10. I am frequently to blog writing and also i really value your web content. The post has really peaks my passion. I am mosting likely to bookmark your website and also keep looking for new info.

  11. Good blog post. I find out something extra challenging on different blog sites day-to-day. It will always be promoting to review content from various other authors and also exercise a something from their store. I?d prefer to use some with the content on my blog site whether you don?t mind. Natually I?ll offer you a link on your web blog. Many thanks for sharing.

  12. There are some interesting points in time in this short article however I don?t understand if I see all of them center to heart. There is some validity but I will certainly hold point of view till I check out it further. Excellent article, many thanks and also we want extra! Contributed to FeedBurner too

  13. When I initially commented I clicked the -Alert me when brand-new remarks are added- checkbox and now each time a comment is included I obtain four e-mails with the same comment. Exists any way you can remove me from that service? Many thanks!

  14. Can I just claim what an alleviation to locate somebody who actually recognizes what theyre speaking about on the internet. You certainly recognize how to bring a problem to light as well as make it important. More individuals require to read this and recognize this side of the story. I angle think youre not extra prominent because you most definitely have the present.

  15. I?m pleased, I need to state. Really rarely do I encounter a blog that?s both informative and entertaining, and also let me tell you, you have hit the nail on the head. Your concept is impressive; the concern is something that not nearly enough individuals are talking wisely about. I am very delighted that I came across this in my look for something connecting to this.

  16. Hey there! I simply want to give a substantial thumbs up for the wonderful info you have below on this post. I will certainly be returning to your blog for more soon.

  17. The next time I check out a blog site, I hope that it doesn’t disappoint me as high as this. I mean, I understand it was my selection to check out, however I in fact believed youd have something intriguing to claim. All I listen to is a lot of grumbling about something that you might take care of if you werent as well busy seeking focus.

  18. There are some fascinating points in this write-up but I don?t recognize if I see all of them facility to heart. There is some legitimacy yet I will take hold opinion up until I look into it additionally. Excellent article, many thanks as well as we want a lot more! Included in FeedBurner also

  19. Wonderful post. I discover something extra difficult on various blog sites day-to-day. It will certainly always be stimulating to read material from various other writers and also practice a little something from their shop. I?d choose to utilize some with the web content on my blog whether you don?t mind. Natually I?ll provide you a link on your web blog. Thanks for sharing.

  20. Aw, this was a truly good post. In idea I wish to put in composing such as this additionally? requiring time and real initiative to make an excellent post? however what can I claim? I put things off alot as well as never appear to obtain something done.

  21. I was extremely delighted to discover this web-site. I wanted to many thanks for your time for this fantastic read!! I absolutely enjoying every little bit of it and also I have you bookmarked to take a look at new things you article.

  22. I uncovered your blog website on google and also check a few of your very early articles. Remain to maintain the excellent run. I just added up your RSS feed to my MSN Information Visitor. Looking for forward to finding out more from you later on!?

  23. I?m impressed, I should claim. Really hardly ever do I experience a blog that?s both informative and enjoyable, and also let me tell you, you have hit the nail on the head. Your suggestion is outstanding; the problem is something that inadequate individuals are speaking intelligently about. I am extremely delighted that I came across this in my look for something connecting to this.

  24. Aw, this was an actually wonderful blog post. In suggestion I wish to put in writing similar to this additionally? requiring time and also real initiative to make an excellent write-up? however what can I state? I put things off alot and also never seem to get something done.

  25. I was really pleased to discover this web-site. I intended to many thanks for your time for this wonderful read!! I absolutely appreciating every little bit of it as well as I have you bookmarked to take a look at new stuff you blog post.

  26. When I originally commented I clicked the -Notify me when new comments are added- checkbox as well as now each time a comment is included I get four emails with the same comment. Exists any way you can eliminate me from that solution? Thanks!

  27. Oh my benefits! an outstanding post man. Thank you Nonetheless I am experiencing problem with ur rss. Don?t recognize why Unable to subscribe to it. Is there anybody obtaining the same rss issue? Any individual who understands kindly respond. Thnkx

  28. Hello! I just would like to provide a substantial thumbs up for the wonderful details you have below on this blog post. I will certainly be coming back to your blog for even more quickly.

  29. This internet site is actually a walk-through for every one of the information you wanted concerning this and didn?t know who to ask. Glimpse below, and also you?ll certainly uncover it.

  30. I?d need to get in touch with you here. Which is not something I usually do! I delight in reading a message that will certainly make individuals assume. Additionally, many thanks for enabling me to comment!

  31. Nice message. I find out something much more difficult on different blog sites everyday. It will certainly always be promoting to check out material from other writers and also exercise a something from their store. I?d prefer to utilize some with the web content on my blog whether you don?t mind. Natually I?ll give you a web link on your web blog. Many thanks for sharing.

  32. I know this if off topic but I’m looking into starting my own blog and was wondering what all is needed to get setup?
    I’m assuming having a blog like yours would cost a pretty penny?
    I’m not very internet smart so I’m not 100%
    positive. Any recommendations or advice would be greatly appreciated.

    Thanks

  33. Good article. I discover something extra tough on different blog sites daily. It will constantly be stimulating to review material from other writers as well as practice a something from their shop. I?d choose to utilize some with the content on my blog site whether you don?t mind. Natually I?ll offer you a web link on your web blog site. Many thanks for sharing.

  34. There are some fascinating moments in this write-up but I don?t understand if I see all of them facility to heart. There is some legitimacy yet I will take hold opinion till I explore it better. Good write-up, thanks as well as we desire more! Contributed to FeedBurner as well

  35. Can I just claim what an alleviation to find a person that really understands what theyre discussing online. You most definitely know how to bring a concern to light and make it vital. More individuals require to read this and understand this side of the story. I cant think youre not extra prominent because you most definitely have the present.

  36. I would like to thank you for the efforts you have put in penning this blog.
    I really hope to see the same high-grade blog
    posts by you in the future as well. In truth, your creative writing abilities has encouraged
    me to get my very own blog now 😉

  37. This is the best blog for anyone that intends to discover this subject. You recognize a lot its virtually difficult to argue with you (not that I really would want?HaHa). You most definitely placed a brand-new spin on a subject thats been covered for several years. Terrific stuff, simply terrific!

  38. Can I simply state what an alleviation to locate somebody who really understands what theyre talking about on the net. You most definitely know just how to bring a concern to light as well as make it important. Even more individuals require to read this and also recognize this side of the tale. I cant think youre not extra prominent due to the fact that you definitely have the present.

  39. An intriguing conversation is worth comment. I believe that you must compose a lot more on this subject, it might not be a frowned on topic but usually people are not enough to talk on such subjects. To the next. Thanks

  40. I’m really impressed with your writing skills as well as
    with the layout on your blog. Is this a paid theme or did you customize it
    yourself? Either way keep up the excellent
    quality writing, it’s rare to see a nice blog like this one these days.

  41. A remarkable share, I simply given this onto an associate who was doing a little evaluation on this. As well as he as a matter of fact purchased me morning meal because I located it for him. smile. So let me rephrase that: Thnx for the reward! However yeah Thnkx for spending the time to discuss this, I feel strongly about it and also like learning more on this subject. Preferably, as you end up being know-how, would certainly you mind upgrading your blog site with more information? It is highly practical for me. Huge thumb up for this post!

  42. Hi! I understand this is kind of off-topic however I needed to ask.
    Does operating a well-established blog such as yours require a lot of work?
    I’m brand new to running a blog however I do write
    in my journal on a daily basis. I’d like to start a blog so I
    can easily share my own experience and feelings online. Please let
    me know if you have any kind of ideas or tips for brand new aspiring blog owners.
    Appreciate it!

  43. When I initially commented I clicked the -Inform me when new comments are added- checkbox and also now each time a remark is added I obtain four emails with the exact same comment. Exists any way you can eliminate me from that solution? Many thanks!

  44. Aw, this was an actually wonderful message. In idea I wish to put in composing such as this in addition? taking time and also real initiative to make an excellent article? yet what can I claim? I procrastinate alot and also by no means appear to obtain something done.

  45. Its like you read my mind! You appear to know so much about this, like you wrote the book in it
    or something. I think that you can do with some pics to drive the message home
    a bit, but instead of that, this is great blog.
    A great read. I’ll definitely be back.

  46. The following time I check out a blog site, I hope that it does not disappoint me as much as this. I mean, I recognize it was my option to read, yet I really thought youd have something fascinating to say. All I listen to is a lot of grumbling regarding something that you could deal with if you werent as well active trying to find focus.

  47. After study a few of the blog posts on your internet site currently, and also I genuinely like your way of blogging. I bookmarked it to my bookmark website list and will be checking back soon. Pls check out my internet site as well and also let me know what you think.

  48. When I initially commented I clicked the -Inform me when new comments are added- checkbox as well as now each time a remark is added I get 4 e-mails with the very same comment. Is there any way you can remove me from that solution? Many thanks!

  49. Oh my goodness! a remarkable post dude. Thank you Nonetheless I am experiencing issue with ur rss. Don?t understand why Unable to sign up for it. Exists any individual obtaining the same rss problem? Any individual that recognizes kindly respond. Thnkx

  50. Nice blog post. I learn something much more tough on different blog sites everyday. It will certainly constantly be stimulating to review material from other writers and exercise a something from their store. I?d favor to utilize some with the web content on my blog whether you don?t mind. Natually I?ll offer you a web link on your web blog. Many thanks for sharing.

  51. This website is actually a walk-through for every one of the information you desired regarding this and also didn?t recognize that to ask. Glimpse right here, and you?ll definitely discover it.

  52. Oh my goodness! an incredible article man. Thanks Nevertheless I am experiencing concern with ur rss. Don?t know why Not able to sign up for it. Exists anyone getting similar rss issue? Any person that recognizes kindly react. Thnkx

  53. Very good site you have here but I was wondering if you
    knew of any message boards that cover the same topics talked about in this article?
    I’d really like to be a part of online community where I
    can get comments from other knowledgeable people that share the same interest.
    If you have any suggestions, please let me know. Thanks!

  54. An outstanding share, I simply given this onto an associate that was doing a little analysis on this. And also he in fact bought me morning meal because I discovered it for him. smile. So let me reword that: Thnx for the treat! However yeah Thnkx for investing the moment to review this, I feel strongly about it and love finding out more on this topic. Ideally, as you end up being know-how, would you mind upgrading your blog with even more details? It is extremely helpful for me. Big thumb up for this post!

Leave a Reply

Your email address will not be published.