Serkan \u015eahin’in hafta ba\u015f\u0131 yorumu a\u015fa\u011f\u0131dad\u0131r:<\/p>\n
“Ham petrol ve islenmis \u00fcr\u00fcn stoklar\u0131nda optimum seviye nedir? Stoklar\u0131n s\u0131f\u0131rlanmas\u0131n\u0131 beklemek hi\u00e7 ger\u00e7ek\u00e7i de\u011fil. Peki hangi stok seviyesi fiyatlar\u0131 ciddi bir backwardation i\u00e7ine sokar? ABD ticari \u00a0ham petrol stoklarindaki petrolun gittikce hafifledigini, ic uretimin ve kondensatin pay\u0131n\u0131n \u00e7ok artt\u0131\u011f\u0131n\u0131 anlamak zor de\u011fil. Bunun testi i\u00e7in stratejik rezevlerin i\u00e7eri\u011fine bakarsak, b\u00fcy\u00fck k\u0131sm\u0131n\u0131n hafif petrolden oldu\u011funu gorebiliriz. Son alinan kararla stratejik rezervden sat\u0131\u015f yapma karar\u0131 maliyetleri kar\u015f\u0131lamak i\u00e7in olsa da ticari stoklardaki ciddi miktardaki hafif petrole g\u00fcvenerek bu azalman\u0131n yap\u0131ld\u0131\u011f\u0131n\u0131 tahmin ediyorum ki bu benim icin ge\u00e7erli bir test. Cushing stoklar\u0131 backwardation ile beraber tekrar g\u00fcney kuzey y\u00f6n\u00fcnde (Meksika K\u00f6rfezi’nden Cushing’e) akisla dolmaya baslarsa bu durumda stoklar\u0131n erimesi daha kolay olabilir mi? Bence evet. %90 \u00fcst\u00fc rafineri kullanim oran\u0131na ra\u011fmen erimeyen ham petrol stoklar\u0131n\u0131 bence guney kuzey y\u00f6nl\u00fc ak\u0131\u015f\u0131n art\u0131\u015f\u0131 \u00e7\u00f6zer. Ama bu Venezuela’nin kapasite durumu ile do\u011frudan alakal\u0131 ve ABD i\u00e7in Suudi Arabistan’a kar\u015f\u0131 verdi\u011fi sava\u015fta ciddi bir handikap.”<\/p>\n
“Buradaki gorusler yazarin gorusleri olup Thomson Reuters ve bagli kuruluslari baglamaz.”<\/p>\n","protected":false},"excerpt":{"rendered":"
Serkan \u015eahin’in hafta ba\u015f\u0131 yorumu a\u015fa\u011f\u0131dad\u0131r: “Ham petrol ve islenmis \u00fcr\u00fcn stoklar\u0131nda optimum seviye nedir? Stoklar\u0131n s\u0131f\u0131rlanmas\u0131n\u0131 beklemek hi\u00e7 ger\u00e7ek\u00e7i de\u011fil. Peki hangi stok seviyesi fiyatlar\u0131 ciddi bir backwardation i\u00e7ine sokar? ABD ticari \u00a0ham petrol stoklarindaki petrolun gittikce hafifledigini, ic uretimin ve kondensatin pay\u0131n\u0131n \u00e7ok artt\u0131\u011f\u0131n\u0131 anlamak zor de\u011fil. Bunun testi i\u00e7in stratejik rezevlerin i\u00e7eri\u011fine … Continue reading 17 Nisan 2017 – Serkan \u015eahin’in yorumu<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/757"}],"collection":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/comments?post=757"}],"version-history":[{"count":1,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/757\/revisions"}],"predecessor-version":[{"id":758,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/posts\/757\/revisions\/758"}],"wp:attachment":[{"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/media?parent=757"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/categories?post=757"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/barissanli.com\/eak\/wp-json\/wp\/v2\/tags?post=757"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}