{"id":30639,"date":"2026-03-18T18:10:04","date_gmt":"2026-03-18T18:10:04","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/ing-stratejistleri-tayvan-ve-baltimore-kaynakli-girislerin-etkisiyle-lme-stoklarinin-2019dan-bu-yana-en-yuksek-seviyeye-cikmasiyla-bakir-fiyatlarinin-geriledigini-soyledi\/"},"modified":"2026-03-18T18:10:04","modified_gmt":"2026-03-18T18:10:04","slug":"ing-stratejistleri-tayvan-ve-baltimore-kaynakli-girislerin-etkisiyle-lme-stoklarinin-2019dan-bu-yana-en-yuksek-seviyeye-cikmasiyla-bakir-fiyatlarinin-geriledigini-soyledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/ing-stratejistleri-tayvan-ve-baltimore-kaynakli-girislerin-etkisiyle-lme-stoklarinin-2019dan-bu-yana-en-yuksek-seviyeye-cikmasiyla-bakir-fiyatlarinin-geriledigini-soyledi\/","title":{"rendered":"ING stratejistleri, Tayvan ve Baltimore kaynakl\u0131 giri\u015flerin etkisiyle LME stoklar\u0131n\u0131n 2019\u2019dan bu yana en y\u00fcksek seviyeye \u00e7\u0131kmas\u0131yla bak\u0131r fiyatlar\u0131n\u0131n geriledi\u011fini s\u00f6yledi"},"content":{"rendered":"Borsa stoklar\u0131n\u0131n sert artmas\u0131 sonras\u0131 bak\u0131r fiyatlar\u0131 bask\u0131 alt\u0131nda kald\u0131. Londra Metal Borsas\u0131\u2019ndaki (LME) bak\u0131r stoklar\u0131, Tayvan ve Baltimore\u2019a gelen giri\u015flerin etkisiyle Eyl\u00fcl 2019\u2019dan bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131.\n\nToplam LME bak\u0131r stoklar\u0131 18.775 ton artarak 330.375 tona y\u00fckseldi. Stoklardaki bu art\u0131\u015f, fiziki piyasada (yani ger\u00e7ek metal al\u0131m-sat\u0131m\u0131nda) talebin zay\u0131flad\u0131\u011f\u0131na i\u015faret ediyor.\n\nStoklar, \u00c7in\u2019de talebin zay\u0131flamas\u0131yla bu y\u0131l y\u00fckseli\u015f e\u011filiminde. G\u00fcmr\u00fck tarifelerinin (ithalata ek vergi) ticareti yava\u015flatmas\u0131 nedeniyle ABD\u2019ye sevkiyatlar da h\u0131z kesti.\n\nSpek\u00fclatif pozisyonlar da zay\u0131flad\u0131. Net \u201cy\u00fckseli\u015f\u201d y\u00f6nl\u00fc pozisyon (fiyat art\u0131\u015f\u0131 beklentisiyle al\u0131nan kontratlar\u0131n, d\u00fc\u015f\u00fc\u015f beklentisine g\u00f6re net fark\u0131) 284 lot azalarak 32.788 lota geriledi; bu seviye Ekim 2023\u2019ten bu yana en d\u00fc\u015f\u00fck \u201cy\u00fckseli\u015f\u201d e\u011filimine i\u015faret ediyor.\n\nLME stoklar\u0131n\u0131n 330.375 tona \u00e7\u0131kmas\u0131, fiziki piyasada arz\u0131n talebin \u00f6n\u00fcne ge\u00e7ti\u011fini g\u00f6steren bir sinyal olarak \u00f6ne \u00e7\u0131k\u0131yor ve bak\u0131r fiyatlar\u0131 \u00fczerinde belirgin bir bask\u0131 olu\u015fturuyor.\n\nBu stok birikiminde \u00c7in\u2019den gelen zay\u0131f talep etkili. \u00c7in, d\u00fcnya bak\u0131r t\u00fcketiminin yar\u0131s\u0131ndan fazlas\u0131n\u0131 yap\u0131yor. \u00c7in\u2019in resmi imalat PMI verisi \u015eubat 2026\u2019da 49,1 oldu. PMI (Sat\u0131n Alma Y\u00f6neticileri Endeksi), \u00fcretimdeki e\u011filimi \u00f6l\u00e7en bir g\u00f6stergedir; 50\u2019nin alt\u0131 daralmaya i\u015faret eder. Bu veri, daralman\u0131n \u00fcst \u00fcste be\u015finci aya ta\u015f\u0131nd\u0131\u011f\u0131n\u0131 ve sanayi ile gayrimenkul taraf\u0131ndaki zay\u0131fl\u0131\u011f\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor. Ekonomideki bu yava\u015flama, \u00c7in\u2019in daha az bak\u0131r \u00e7ekmesi anlam\u0131na geliyor ve k\u00fcresel piyasada daha fazla metal kalmas\u0131na yol a\u00e7\u0131yor.\n\n\u00c7in\u2019in yan\u0131 s\u0131ra, ticaret tarifeleri nedeniyle ABD\u2019ye sevkiyatlarda da azalma g\u00f6r\u00fcl\u00fcyor. ABD ISM \u0130malat PMI 47,8 seviyesinde. ISM PMI, ABD\u2019de fabrika faaliyetlerinin seyrini g\u00f6sterir; 50\u2019nin alt\u0131 sekt\u00f6rde daralmaya i\u015faret eder. Bu tablo, sanayi talebine ili\u015fkin beklentileri zay\u0131flat\u0131yor ve d\u00fcnyan\u0131n en b\u00fcy\u00fck iki ekonomisindeki e\u015f zamanl\u0131 yava\u015flama fiyatlar i\u00e7in olumsuz bir zemin olu\u015fturuyor.\n\nSpek\u00fclatif ilginin de azalmas\u0131, fiyatlar\u0131n yukar\u0131 y\u00f6n\u00fcne olan inanc\u0131n zay\u0131flad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. T\u00fcrev \u00fcr\u00fcnlerde (vadeli i\u015flem ve opsiyon gibi, de\u011feri dayanak varl\u0131\u011fa ba\u011fl\u0131 s\u00f6zle\u015fmeler) i\u015flemi olanlar i\u00e7in vadeli kontratlarda sat\u0131\u015f ya da put opsiyonu (fiyat d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 kazan\u00e7 sa\u011flayabilen opsiyon t\u00fcr\u00fc) gibi d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc pozisyonlar g\u00fcndeme gelebilir.\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>Alarm zilleri \u00e7al\u0131yor: LME bak\u0131r stoklar\u0131 2019\u2019dan beri zirvede 330.375 tona \u00e7\u0131kt\u0131. \u00c7in ve ABD PMI\u2019lar\u0131 daralmada, spek\u00fclatif longlar eriyor; talep zay\u0131f, bak\u0131r fiyatlar\u0131 bask\u0131 alt\u0131nda.<\/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-30639","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\/30639","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=30639"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30639\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30639"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30639"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30639"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}