{"id":30624,"date":"2026-03-18T15:05:58","date_gmt":"2026-03-18T15:05:58","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/td-securities-korfezdeki-catismanin-yol-actigi-aksakliklar-bahreyn-ve-katar-uretimini-dusurdu-albadaki-mucbir-sebep-nedeniyle-aluminyum-fiyatlari-yukseldi\/"},"modified":"2026-03-18T15:05:58","modified_gmt":"2026-03-18T15:05:58","slug":"td-securities-korfezdeki-catismanin-yol-actigi-aksakliklar-bahreyn-ve-katar-uretimini-dusurdu-albadaki-mucbir-sebep-nedeniyle-aluminyum-fiyatlari-yukseldi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/td-securities-korfezdeki-catismanin-yol-actigi-aksakliklar-bahreyn-ve-katar-uretimini-dusurdu-albadaki-mucbir-sebep-nedeniyle-aluminyum-fiyatlari-yukseldi\/","title":{"rendered":"TD Securities: K\u00f6rfez\u2019deki \u00e7at\u0131\u015fman\u0131n yol a\u00e7t\u0131\u011f\u0131 aksakl\u0131klar Bahreyn ve Katar \u00fcretimini d\u00fc\u015f\u00fcrd\u00fc; Alba\u2019daki m\u00fccbir sebep nedeniyle al\u00fcminyum fiyatlar\u0131 y\u00fckseldi"},"content":{"rendered":"K\u00f6rfez\u2019deki \u00e7at\u0131\u015fmaya ba\u011fl\u0131 aksamalar nedeniyle al\u00fcminyum arz\u0131 s\u0131k\u0131la\u015ft\u0131. Bahreyn\u2019den sevkiyatlar durdu, Katar\u2019daki Qatalum eritme tesisi (al\u00fcminyum \u00fcretim tesisi) kapanmaya haz\u0131rlan\u0131yor. Bahreyn\u2019deki Alba tesisi ise \u201cm\u00fccbir sebep\u201d (\u015firketin kontrol\u00fc d\u0131\u015f\u0131ndaki ola\u011fan\u00fcst\u00fc durum) ilan ederken alternatif sevkiyat se\u00e7enekleri ar\u0131yor.\n\nAksamalar\u0131n 2025\u2019te yakla\u015f\u0131k 1,3 milyon ton olaca\u011f\u0131, 2026\u2019da ise al\u00fcminyum piyasas\u0131nda 1,9 milyon tonluk arz a\u00e7\u0131\u011f\u0131 (talebin arz\u0131 a\u015fmas\u0131) olu\u015faca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. Bahreyn, Katar, Suudi Arabistan ve Birle\u015fik Arap Emirlikleri\u2019nden her y\u0131l 5 milyon tondan fazla birincil al\u00fcminyum (ilk \u00fcretim, geri d\u00f6n\u00fc\u015f\u00fcm olmayan) H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan sevk ediliyor.\n\nBoksit (al\u00fcminyum cevheri) ve al\u00fcmina (boksitten elde edilen ara \u00fcr\u00fcn) da eritme tesislerini beslemek i\u00e7in ayn\u0131 rotadan ta\u015f\u0131n\u0131yor. H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n uzun s\u00fcre kapal\u0131 kalmas\u0131 daha fazla tesisin kapanmas\u0131na yol a\u00e7abilir.\n\nLME\u2019de (Londra Metal Borsas\u0131) al\u00fcminyum fiyatlar\u0131 3.534 dolar\/tona \u00e7\u0131kt\u0131; bu seviye en son 2022\u2019de g\u00f6r\u00fclm\u00fc\u015ft\u00fc. ABD ve Avrupa\u2019daki \u201cprimler\u201d (borsa fiyat\u0131n\u0131n \u00fczerine eklenen fiziksel teslimat maliyeti) \u00e7ok y\u0131ll\u0131 zirvelere y\u00fckseldi. Arz k\u0131s\u0131tlar\u0131 s\u00fcrerken ve stoklar azal\u0131rken fiyatlar\u0131n y\u00fcksek kalmas\u0131 bekleniyor.\n\nABD Ortabat\u0131 primi yakla\u015f\u0131k 2.400 dolar\/ton seviyesinde. Bu seviye, y\u00fczde 50 ithalat tarifesiyle (ithalata uygulanan vergi) destekleniyor. Primin mevcut zirvelerin \u00fczerine \u00e7\u0131kmas\u0131 bekleniyor.\n\nT\u00fcrev \u00fcr\u00fcnler a\u00e7\u0131s\u0131ndan (vadeli i\u015flem ve opsiyon gibi fiyat \u00fczerinden i\u015flem g\u00f6ren ara\u00e7lar) bu tablo, \u00f6n\u00fcm\u00fczdeki haftalarda y\u00fckseli\u015f beklentisine i\u015faret ediyor ve \u201cuzun pozisyonlar\u0131\u201d (fiyat art\u0131\u015f\u0131na oynayan i\u015flem) \u00f6ne \u00e7\u0131kar\u0131yor. Son veriler, ikinci \u00e7eyrek i\u00e7in 3.800 dolar\/ton \u00fczerindeki kullan\u0131m fiyat\u0131na (opsiyonun devreye girdi\u011fi fiyat) sahip LME al\u00fcminyum al\u0131m opsiyonlar\u0131nda (fiyat y\u00fckselirse kazand\u0131ran opsiyon) a\u00e7\u0131k pozisyonun (kapanmam\u0131\u015f kontrat say\u0131s\u0131) son iki haftada neredeyse ikiye katland\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu, yat\u0131r\u0131mc\u0131lar\u0131n arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n\u0131n derinle\u015fmesiyle fiyatlar\u0131n daha da artaca\u011f\u0131na g\u00f6re pozisyon ald\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor.\n<p>\n\n<p><strong>Hemen i\u015flem yapmaya ba\u015flay\u0131n &#8211; Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr\/trade-now\/\">buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>K\u00f6rfez gerilimi al\u00fcminyum piyasas\u0131n\u0131 sarst\u0131: Bahreyn sevkiyatlar\u0131 durdu, Katar Qatalum kapan\u0131yor, Alba m\u00fccbir sebep ilan etti. 2026\u2019da 1,9 milyon ton a\u00e7\u0131k; LME 3.534$, primler rekorlarda.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-30624","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30624","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=30624"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30624\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30624"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30624"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30624"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}