{"id":90917,"date":"2026-01-18T05:00:04","date_gmt":"2026-01-18T05:00:04","guid":{"rendered":"https:\/\/ikimisli.tr\/?p=90917"},"modified":"2026-01-18T05:00:04","modified_gmt":"2026-01-18T05:00:04","slug":"fitch-kuresel-arz-fazlasi-petrol-piyasasinda-jeopolitik-riskleri-sinirliyor","status":"publish","type":"post","link":"https:\/\/ikimisli.tr\/index.php\/2026\/01\/18\/fitch-kuresel-arz-fazlasi-petrol-piyasasinda-jeopolitik-riskleri-sinirliyor\/","title":{"rendered":"Fitch: K\u00fcresel arz fazlas\u0131 petrol piyasas\u0131nda jeopolitik riskleri s\u0131n\u0131rl\u0131yor"},"content":{"rendered":"<p>Uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings, global piyasadaki petrol arz fazlas\u0131 nedeniyle jeopolitik petrol risk priminin hudutlu kalmas\u0131n\u0131n beklendi\u011fini, bunun \u0130ran ve Venezuela&#8217;daki \u00fcretim belirsizli\u011fini telafi edebilece\u011fini bildirdi.<\/p>\n<p>Fitch&#8217;ten yap\u0131lan a\u00e7\u0131klamada, petrol fiyatlar\u0131ndaki oynakl\u0131\u011f\u0131n artmas\u0131na kar\u015f\u0131n global piyasadaki arz fazlas\u0131 nedeniyle jeopolitik petrol risk priminin sonlu kalmas\u0131n\u0131n beklendi\u011fi tabir edildi.<\/p>\n<p>A\u00e7\u0131klamada, \u0130ran&#8217;da m\u00fcmk\u00fcn kesintilerin, arz fazlas\u0131 bulunan global piyasa taraf\u0131ndan absorbe edilebilece\u011fine i\u015faret edildi.<\/p>\n<p>Venezuela&#8217;da potansiyel arz art\u0131\u015flar\u0131n\u0131n k\u0131sa vadede sonlu kalmas\u0131n\u0131n beklenen oldu\u011funa de\u011finilen a\u00e7\u0131klamada, uzun vadede ise manal\u0131 bir art\u0131\u015f\u0131n epey zorlay\u0131c\u0131 olaca\u011f\u0131 vurguland\u0131.<\/p>\n<p>A\u00e7\u0131klamada, Petrol \u0130hra\u00e7 Eden \u00dclkeler \u00d6rg\u00fct\u00fcn\u00fcn (OPEC) hacim ile k\u0131ymet ortas\u0131ndaki stratejik tercihinin petrol piyasas\u0131n\u0131n \u015fekillenmesinde kritik rol oynayaca\u011f\u0131n\u0131n alt\u0131 \u00e7izildi.<\/p>\n<p>Fitch&#8217;in bu y\u0131l i\u00e7in Brent petrol\u00fcn varil fiyat\u0131 kestiriminin 63 dolar d\u00fczeyinde oldu\u011fu s\u00f6z edilen a\u00e7\u0131klamada, petrol ve do\u011fal gaz \u015firketlerine y\u00f6nelik kredi notlar\u0131n\u0131n orta d\u00f6ng\u00fc fiyat varsay\u0131m\u0131 olan 60 dolar d\u00fczeyi temel al\u0131narak de\u011ferlendirildi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>A\u00e7\u0131klamada, &#8220;K\u00fcresel petrol piyasas\u0131n\u0131n 2026&#8217;da arz fazlas\u0131 vermeye devam etmesi bekleniyor. Fitch, 2025&#8217;te g\u00fcnl\u00fck 3 milyon varil arz art\u0131\u015f\u0131 oldu\u011funu, 2026&#8217;da ise bunun 2,5 milyon varil daha artaca\u011f\u0131n\u0131 kestirim ediyor. Buna kar\u015f\u0131l\u0131k talep art\u0131\u015f\u0131n\u0131n her 2 y\u0131lda da sadece yakla\u015f\u0131k 0,8 milyon varil d\u00fczeyinde kalmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.&#8221; s\u00f6zlerine yer verildi.<\/p>\n<p>&#8211; &#8220;Venezuela&#8217;n\u0131n petrol \u00fcretiminin 2010 d\u00fczeyine d\u00f6nmesi k\u0131ymetli yat\u0131r\u0131m gerektiriyor&#8221;<\/p>\n<p>Venezuela&#8217;n\u0131n global kan\u0131tlanm\u0131\u015f petrol rezervlerinin yakla\u015f\u0131k y\u00fczde 17&#8217;sine sahip olmas\u0131na kar\u015f\u0131n, Kas\u0131m 2025 prestijiyle global ham petrol \u00fcretiminin s\u0131rf y\u00fczde 0,8&#8217;ini ger\u00e7ekle\u015ftirdi\u011fi kaydedilen a\u00e7\u0131klamada, yapt\u0131r\u0131mlar ve yetersiz yat\u0131r\u0131mlar nedeniyle \u00fclkenin petrol \u00fcretiminin son 15 y\u0131lda \u00f6nemli formda geriledi\u011fi belirtildi.<\/p>\n<p>A\u00e7\u0131klamada, Venezuela&#8217;da 2010&#8217;da g\u00fcnl\u00fck 2,5 milyon varil olan petrol \u00fcretiminin 2024&#8217;te 0,88 milyon varile d\u00fc\u015ft\u00fc\u011f\u00fc, Eyl\u00fcl-Ekim 2025&#8217;te yakla\u015f\u0131k 1 milyon varil olan \u00fcretimin Kas\u0131m 2025&#8217;te yapt\u0131r\u0131mlar ve ABD ile ya\u015fanan tansiyonlar nedeniyle 0,86 milyon varile geriledi\u011fi, \u00fclkenin petrol ihracat\u0131n\u0131n g\u00fcnl\u00fck 0,67 milyon varile indi\u011fi bildirildi.<\/p>\n<p>Venezuela&#8217;da y\u00fczer depolarda ve karadaki stoklarda tutulan ham petrol\u00fcn sat\u0131lmas\u0131 ve yapt\u0131r\u0131mlar\u0131n kald\u0131r\u0131lmas\u0131n\u0131n k\u0131sa vadede \u00fcretimi g\u00fcnl\u00fck yakla\u015f\u0131k 1 milyon varil d\u00fczeyine \u00e7\u0131karabilece\u011fine i\u015faret edilen a\u00e7\u0131klamada, &#8220;Ancak bunun global piyasalar \u00fczerinde manal\u0131 bir tesiri olmas\u0131 beklenmiyor.&#8221; de\u011ferlendirmesi yap\u0131ld\u0131.<\/p>\n<p>A\u00e7\u0131klamada, Venezuela&#8217;n\u0131n petrol \u00fcretiminin 2010&#8217;daki d\u00fczeyine geri d\u00f6nmesinin \u00f6nemli zorluklar i\u00e7erdi\u011fi vurgulanarak, bunun harap durumdaki altyap\u0131n\u0131n modernizasyonu i\u00e7in de\u011ferli yat\u0131r\u0131mlar gerektirdi\u011fine dikkati \u00e7ekildi.<\/p>\n<p>Venezuela rezervlerinin b\u00fcy\u00fck k\u0131sm\u0131n\u0131n ekstra a\u011f\u0131r ve y\u00fcksek k\u00fck\u00fcrtl\u00fc petrolden olu\u015ftu\u011fu an\u0131msat\u0131lan raporda, &#8220;Bu t\u0131p petrol\u00fcn \u00fcretimi, ileri teknik uzmanl\u0131k gerektirir ve \u00e7oklukla memleketler aras\u0131 petrol \u015firketleri taraf\u0131ndan sa\u011flan\u0131r. ABD&#8217;li ve \u00f6b\u00fcr memleketler aras\u0131 petrol \u015firketlerinin tekrar yat\u0131r\u0131m yapabilmesi i\u00e7in, bilhassa 2007&#8217;de ABD&#8217;li \u015firketlerin varl\u0131klar\u0131na el konulmu\u015f olmas\u0131 dikkate al\u0131nd\u0131\u011f\u0131nda, emniyetli bir d\u00fczenleyici \u00e7er\u00e7eve ve mali istikrar kaidedir.&#8221; denildi.<\/p>\n<p>&#8211; &#8220;\u0130ran&#8217;\u0131n \u00fcretiminde \u00f6nemli kesintiler fiyatlar\u0131 \u00fcst \u00e7ekebilir&#8221;<\/p>\n<p>A\u00e7\u0131klamada, \u0130ran&#8217;\u0131n global piyasada \u00e7ok daha b\u00fcy\u00fck bir tedarik\u00e7i oldu\u011funun alt\u0131 \u00e7izilerek, \u00fclkenin g\u00fcnl\u00fck petrol \u00fcretiminin 3,5 milyon varil, ihracat\u0131n\u0131n da 2 milyon varil civar\u0131nda oldu\u011fu aktar\u0131ld\u0131.<\/p>\n<p>ABD&#8217;nin Kas\u0131m 2025&#8217;teki \u0130ranl\u0131 ticaret ve denizcilik \u015firketlerinden olu\u015fan bir a\u011fa yapt\u0131r\u0131mlar a\u00e7\u0131klamas\u0131na kar\u015f\u0131n, \u0130ran&#8217;\u0131n petrol arz\u0131n\u0131n g\u00f6rece yatay seyretti\u011fi vurgulanan a\u00e7\u0131klamada, &#8220;\u0130ran&#8217;\u0131n \u00fcretiminde \u00f6nemli kesintiler, fiyatlar\u0131 \u00fcst \u00e7ekebilir lakin global arz fazlas\u0131 nedeniyle tesirin yeniden de sonlu kalmas\u0131 bekleniyor.&#8221; de\u011ferlendirmesinde bulunuldu.<\/p>\n<p>A\u00e7\u0131klamada, Rusya&#8217;n\u0131n petrol \u00fcretiminin ise g\u00fcnde yakla\u015f\u0131k 9,3 milyon varil d\u00fczeyinde yatay seyretti\u011fine i\u015faret edilerek, petrol ihracat\u0131n\u0131n b\u00fcy\u00fck k\u0131sm\u0131n\u0131n \u00c7in ve Hindistan&#8217;a y\u00f6nlendirildi\u011fi an\u0131msat\u0131ld\u0131.<\/p>\n<p>ABD ve \u0130ngiltere&#8217;nin Rus petrol \u015firketleri Lukoil ve Rosneft&#8217;e y\u00f6nelik son yapt\u0131r\u0131mlar\u0131n\u0131n, bu \u015firketlerin Rus petrol ihracat\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 50&#8217;sini olu\u015fturmas\u0131 nedeniyle ihracat\u0131 azaltabilece\u011fine de\u011finilen a\u00e7\u0131klamada, &#8220;Rusya-Ukrayna bar\u0131\u015f muahedesi ve yapt\u0131r\u0131mlar\u0131n kald\u0131r\u0131lmas\u0131, k\u0131sa vadede Rusya&#8217;n\u0131n hacimleri \u00fczerinde hudutlu bir tesir yapacak olsa da arz fazlas\u0131 olan piyasada fiyat dalgalanmalar\u0131n\u0131 daha da art\u0131rabilir.&#8221; s\u00f6z\u00fc kullan\u0131ld\u0131.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Fitch Ratings, global petrol piyasas\u0131nda s\u00fcren arz fazlas\u0131n\u0131n, \u0130ran ve Venezuela kaynakl\u0131 \u00fcretim belirsizliklerine kar\u015f\u0131n jeopolitik risk primini bask\u0131lad\u0131\u011f\u0131n\u0131 bildirdi. Kurulu\u015fa nazaran 2026\u2019da da devam etmesi beklenen arz fazlas\u0131, petrol fiyatlar\u0131nda m\u00fcmk\u00fcn sert y\u00fckseli\u015flerin \u00f6n\u00fcne ge\u00e7ebilir.<\/p>\n","protected":false},"author":1,"featured_media":90918,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[978,9803,944,5502,1513],"class_list":["post-90917","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-aciklamada","tag-milyon-varil","tag-petrol","tag-sirketleri","tag-venezuela"],"_links":{"self":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/90917","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/comments?post=90917"}],"version-history":[{"count":1,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/90917\/revisions"}],"predecessor-version":[{"id":90919,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/90917\/revisions\/90919"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media\/90918"}],"wp:attachment":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media?parent=90917"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/categories?post=90917"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/tags?post=90917"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}