{"id":147478,"date":"2026-09-11T09:30:07","date_gmt":"2026-09-11T06:30:07","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/11\/kuresel-piyasalarda-enerji-arz-guvenligi-ve-jeopolitik-riskler-one-cikiyor"},"modified":"2026-09-11T09:30:07","modified_gmt":"2026-09-11T06:30:07","slug":"kuresel-piyasalarda-enerji-arz-guvenligi-ve-jeopolitik-riskler-one-cikiyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/11\/kuresel-piyasalarda-enerji-arz-guvenligi-ve-jeopolitik-riskler-one-cikiyor\/","title":{"rendered":"K\u00fcresel piyasalarda enerji arz g\u00fcvenli\u011fi ve jeopolitik riskler \u00f6ne \u00e7\u0131k\u0131yor"},"content":{"rendered":"<p>Trive Yat\u0131r\u0131m\u2019\u0131n analizine g\u00f6re k\u00fcresel piyasalarda ABD-\u0130ran sava\u015f\u0131n\u0131n uzama ihtimali, enerji arz g\u00fcvenli\u011fi ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki tanker trafi\u011fi ana fiyatlama ba\u015fl\u0131klar\u0131 olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n<p>BIST 100 endeksi 14.393,85 puandan g\u00fcn\u00fc y\u00fczde 0,77 d\u00fc\u015f\u00fc\u015fle tamamlarken, Brent petrol\u00fcn varil fiyat\u0131 y\u00fczde 6,62 art\u0131\u015fla 106,20 dolara y\u00fckseldi.<\/p>\n<p>Raporda, \u0130ran\u2019\u0131n \u00e7at\u0131\u015fmay\u0131 varolu\u015fsal bir tehdit olarak de\u011ferlendirdi\u011fi ve sald\u0131r\u0131lar\u0131n artmas\u0131 halinde misillemeleri art\u0131rabilece\u011fi belirtilirken, ABD taraf\u0131nda da \u00e7at\u0131\u015fman\u0131n k\u0131sa s\u00fcrede sona erece\u011fine ili\u015fkin net bir g\u00f6r\u00fcn\u00fcm bulunmad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki zay\u0131f tanker ak\u0131\u015f\u0131na Yemen\u2019de Husiler ile Suudi destekli g\u00fc\u00e7ler aras\u0131ndaki \u00e7at\u0131\u015fmalar\u0131n Bab el-Mandeb\u2019e yay\u0131lmas\u0131n\u0131n da eklendi\u011fi ifade edildi.<\/p>\n<p>Brent petrol\u00fcn 107 dolara yakla\u015ft\u0131\u011f\u0131, WTI\u2019\u0131n ise 101 dolar\u0131n \u00fczerinde seyretti\u011fi belirtilen raporda, fiziksel arz ve transit g\u00fcvenli\u011finin talep g\u00f6r\u00fcn\u00fcm\u00fcndeki zay\u0131fl\u0131\u011f\u0131n \u00f6n\u00fcne ge\u00e7ti\u011fi kaydedildi.<\/p>\n<p>ABD\u2019de \u0130ran\u2019\u0131n finansman a\u011f\u0131n\u0131 hedefleyen yeni yapt\u0131r\u0131mlar\u0131n devreye al\u0131nd\u0131\u011f\u0131 belirtilirken, \u0130ran ve K\u00f6rfez \u00fclkeleri aras\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131 i\u00e7in yeni ge\u00e7i\u015f ve g\u00fcvenlik plan\u0131n\u0131n g\u00f6r\u00fc\u015f\u00fcld\u00fc\u011f\u00fc aktar\u0131ld\u0131. ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,96\u2019ya y\u00fckselerek y\u00fczde 5 s\u0131n\u0131r\u0131na yakla\u015ft\u0131\u011f\u0131, petrol kaynakl\u0131 enflasyon, y\u00fcksek kamu bor\u00e7lanmas\u0131 ve Fed\u2019in daha s\u0131k\u0131 para politikas\u0131 uygulayabilece\u011fi beklentisinin uzun vadeli faizleri yukar\u0131 ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>Rapora g\u00f6re ABD\u2019de \u00fcretici fiyatlar\u0131 ve diren\u00e7li i\u015f g\u00fcc\u00fc piyasas\u0131 eyl\u00fclde faiz art\u0131r\u0131m\u0131 ihtimalini g\u00fc\u00e7lendirirken, alt\u0131n \u00fc\u00e7\u00fcnc\u00fc haftal\u0131k d\u00fc\u015f\u00fc\u015f\u00fcne y\u00f6neldi. Avrupa Merkez Bankas\u0131 ise enerji \u015fokunun etkisiyle mevduat faizini 25 baz puan art\u0131rarak y\u00fczde 2,50\u2019ye \u00e7\u0131kard\u0131.<\/p>\n<p>BIST 100 endeksi 14.393,85 puandan g\u00fcn\u00fc y\u00fczde 0,77 d\u00fc\u015f\u00fc\u015fle tamamlarken, i\u015flem hacmi 231,74 milyar TL oldu. Endeksin g\u00fcn i\u00e7indeki en d\u00fc\u015f\u00fck seviyesi 14.284,94, en y\u00fcksek seviyesi ise 14.569,89 puan olarak kaydedildi.<\/p>\n<p>Trive Yat\u0131r\u0131m analizinde BIST 100 i\u00e7in yukar\u0131 y\u00f6nl\u00fc hareketlerde 14.547,5, 14.701,2 ve 14.832,5 seviyeleri diren\u00e7; a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde ise 14.262,6, 14.131,3 ve 13.977,6 seviyeleri destek olarak g\u00f6sterildi. Endekste mevcut trendin yukar\u0131 y\u00f6nl\u00fc oldu\u011fu, trend g\u00fcc\u00fcn\u00fcn ise zay\u0131f seviyede bulundu\u011fu belirtildi.<\/p>\n<p>V\u0130OP 30 endeksi ise g\u00fcn\u00fc y\u00fczde 1,6 d\u00fc\u015f\u00fc\u015fle 17.622 puandan tamamlad\u0131. Raporda 17.891,3, 18.160,7 ve 18.336,3 seviyeleri diren\u00e7; 17.446,3, 17.270,7 ve 17.001,3 seviyeleri destek olarak s\u0131raland\u0131. Mevcut trendin yukar\u0131 y\u00f6nl\u00fc oldu\u011fu, trend de\u011fi\u015fim seviyesinin ise 17.335,3 oldu\u011fu kaydedildi.<\/p>\n<p>T\u00fcrkiye\u2019de T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n bir hafta vadeli repo faizini y\u00fczde 37, gecelik bor\u00e7 verme faizini y\u00fczde 40 ve gecelik bor\u00e7lanma faizini y\u00fczde 35,5 seviyesinde sabit tuttu\u011fu aktar\u0131ld\u0131.<\/p>\n<p>Raporda, TCMB\u2019nin enflasyonun ana e\u011filiminde gerileme ve i\u00e7 talepte zay\u0131flama g\u00f6rd\u00fc\u011f\u00fc, enerji fiyatlar\u0131n\u0131 ise yukar\u0131 y\u00f6nl\u00fc risk olarak de\u011ferlendirdi\u011fi belirtildi. Kal\u0131c\u0131 bir bozulma g\u00f6r\u00fclmesi halinde yeniden s\u0131k\u0131la\u015ft\u0131rma se\u00e7ene\u011finin a\u00e7\u0131k tutuldu\u011fu ifade edildi.<\/p>\n<p>MKK\u2019n\u0131n yeni y\u00f6ntemle fiili dola\u015f\u0131m oranlar\u0131n\u0131 g\u00fcnl\u00fck yay\u0131mlamaya ba\u015flamas\u0131n\u0131n da baz\u0131 \u015firketlerde fiili dola\u015f\u0131m oranlar\u0131n\u0131 a\u015fa\u011f\u0131 \u00e7ekebilece\u011fi belirtilerek, de\u011fi\u015fikli\u011fin endeks a\u011f\u0131rl\u0131klar\u0131, likidite ve yabanc\u0131 yat\u0131r\u0131mc\u0131 de\u011ferlendirmelerinde ayr\u0131\u015fmay\u0131 art\u0131rabilece\u011fi kaydedildi.<\/p>\n<p>BIST 100\u2019de en fazla y\u00fckselen hisseler y\u00fczde 9,99 ile KTLEV, y\u00fczde 9,97 ile GRTHO ve y\u00fczde 9,95 ile PATEK oldu. En fazla gerileyen hisseler ise y\u00fczde 9,96 ile ODINE, y\u00fczde 9,95 ile PASEU ve y\u00fczde 7,47 ile EKGYO olarak s\u0131raland\u0131.<\/p>\n<p>\u0130\u015flem hacminde SASA 36,82 milyar TL ile ilk s\u0131rada yer al\u0131rken, AKBNK 15,95 milyar TL, KTLEV 15 milyar TL, TUPRS 14,11 milyar TL ve ISCTR 13 milyar TL i\u015flem hacmine ula\u015ft\u0131.<\/p>\n<p>D\u00f6viz piyasas\u0131nda USD\/TRY 48,54 seviyesinde y\u00fczde 0,13 y\u00fckselirken, EUR\/TRY 56,38 seviyesinde y\u00fczde 0,04 artt\u0131. Alt\u0131n\u0131n ons fiyat\u0131 4.316,8 dolar ile y\u00fczde 1,9 y\u00fckselirken, g\u00fcm\u00fc\u015f y\u00fczde 5,5 art\u0131\u015fla 63,6 dolara \u00e7\u0131kt\u0131. Brent petrol ise y\u00fczde 6,6 y\u00fckseli\u015fle 106,2 dolar seviyesine ula\u015ft\u0131.<\/p>\n<p>Raporda ayr\u0131ca \u015firketlerin temett\u00fc \u00f6demeleri, pay geri al\u0131mlar\u0131, yeni i\u015f ili\u015fkileri ve di\u011fer kurumsal geli\u015fmelere ili\u015fkin takvim ile 11 Eyl\u00fcl\u2019de ABD\u2019de a\u00e7\u0131klanacak a\u011fustos ay\u0131 t\u00fcketici fiyat endeksi verilerinin ekonomik g\u00fcndemde \u00f6ne \u00e7\u0131kaca\u011f\u0131 belirtildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 11 Eyl\u00fcl (Hibya) &#8211; Trive Yat\u0131r\u0131m\u2019\u0131n analizine g\u00f6re k\u00fcresel piyasalarda ABD-\u0130ran sava\u015f\u0131n\u0131n uzama ihtimali, enerji arz g\u00fcvenli\u011fi ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki tanker trafi\u011fi ana fiyatlama ba\u015fl\u0131klar\u0131 olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":1,"featured_media":147479,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-147478","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/147478","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=147478"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/147478\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/147479"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=147478"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=147478"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=147478"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}