Avrupa do\u011fal gaz vadeli i\u015flemleri, \u00f6n\u00fcm\u00fczdeki hafta k\u0131tan\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcnde normalden daha s\u0131cak hava tahminlerinin ard\u0131ndan bug\u00fcn Avrupa’da yeniden d\u00fc\u015f\u00fc\u015fe ge\u00e7ti.<\/p>\n
\u00d6n-ayl\u0131k TTF vadeli i\u015flemleri, d\u00f6rt ay\u0131n en d\u00fc\u015f\u00fck seviyesi olan 100 euro\/megavat-saatte a\u00e7\u0131ld\u0131ktan sonra %10’un \u00fczerinde bir d\u00fc\u015f\u00fc\u015fle megavat-saati 101,39 euro’ya geriledi.<\/p>\n
Bu hareketlili\u011fin ana nedeni, k\u0131ta Avrupa’s\u0131ndaki s\u0131cakl\u0131klar\u0131n bu hafta mevsim ortalamas\u0131ndan 4 ila 8 santigrat derece daha s\u0131cak olaca\u011f\u0131na i\u015faret eden hava tahminleri oldu.<\/p>\n
K\u0131\u015f \u0131s\u0131nma sezonunun \u0131l\u0131ml\u0131 ba\u015flamas\u0131 ve spot piyasalarda s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz (LNG) i\u00e7in agresif al\u0131mlar, Avrupa’n\u0131n depolama tesislerini planlanandan \u00f6nce doldurmas\u0131n\u0131 sa\u011flayarak Rusya’n\u0131n sevkiyat\u0131 durdurmas\u0131n\u0131n yaratt\u0131\u011f\u0131 bask\u0131y\u0131 hafifletti.<\/p>\n
Pazar g\u00fcn\u00fc itibariyle AB depolama tesislerinin %93,4’\u00fc doluydu ve k\u0131tan\u0131n en b\u00fcy\u00fck iki pazar\u0131 olan Almanya ve \u0130talya’da bu oran daha da y\u00fcksek oldu.<\/p>\n
Saxo Bank analisti Ole Hansen, Twitter \u00fczerinden yapt\u0131\u011f\u0131 a\u00e7\u0131klamada; depolama imkanlar\u0131n\u0131n yetersizli\u011finin, spot fiyatlar\u0131 piyasay\u0131 dengelemek i\u00e7in ciddi \u015fekilde d\u00fc\u015fmeye zorlad\u0131\u011f\u0131n\u0131 s\u00f6yledi ve “k\u0131sa vadeli fiyat \u00e7\u00f6k\u00fc\u015f\u00fc” riski ile ilgili uyard\u0131.<\/p>\n
Ancak daha uzun vadeli s\u00f6zle\u015fmeler, piyasalar\u0131n mevcut zay\u0131fl\u0131\u011f\u0131n k\u0131sa s\u00fcreli olmas\u0131n\u0131 bekledi\u011fine i\u015faret ediyor. Gelecek y\u0131l\u0131n ilk \u00e7eyre\u011fi i\u00e7in TTF fiyatlar\u0131 halen 144,64 euro\u2019dan i\u015flem g\u00f6r\u00fcrken 2023 takvim y\u0131l\u0131n\u0131n tamam\u0131 i\u00e7in fiyatlar 142,43 euro\u2019dan al\u0131c\u0131 buluyor. Bu durum, Ukrayna’daki sava\u015f\u0131n devam etmesi halinde Avrupa’n\u0131n \u00f6n\u00fcm\u00fczdeki y\u0131l Rus gaz\u0131 olmadan tam bir y\u0131l ge\u00e7irece\u011fi ve 2023 y\u0131l\u0131 boyunca spot piyasadan daha b\u00fcy\u00fck ve daha d\u00fczenli al\u0131mlar yapmak zorunda kalaca\u011f\u0131 ger\u00e7e\u011fini yans\u0131t\u0131yor.<\/p>\n
Dahas\u0131 \u0130svi\u00e7re merkezli dan\u0131\u015fmanl\u0131k \u015firketi Burggraben’den Alexander Stahel, “LNG kargo sahipleri k\u0131\u015f\u0131n yakla\u015ft\u0131\u011f\u0131n\u0131 biliyor.” diyor. Bu nedenle LNG tankerlerini ba\u015fka pazarlara y\u00f6nlendirmek yerine daha so\u011fuk havalar\u0131n talebi art\u0131rmas\u0131n\u0131 ve depolama kapasitesini bo\u015faltmas\u0131n\u0131 beklemek i\u00e7in a\u00e7\u0131k denizde beklemeye ald\u0131klar\u0131n\u0131 belirtti. Stahel, bu durumun k\u00fcresel piyasay\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde daraltt\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n","protected":false},"excerpt":{"rendered":"
Yazar \u2013 Geoffrey Smith Investing.com \u2013 Avrupa do\u011fal gaz vadeli i\u015flemleri, \u00f6n\u00fcm\u00fczdeki hafta k\u0131tan\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcnde normalden daha s\u0131cak hava …<\/p>\n","protected":false},"author":6,"featured_media":65827,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[],"class_list":["post-65826","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-genel"],"yoast_head":"\n