{"id":43562,"date":"2026-03-28T05:03:11","date_gmt":"2026-03-28T05:03:11","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/abd-cftc-verilerine-gore-petrolde-ticari-olmayan-net-pozisyonlar-2187-binden-2336-bine-yukseldi\/"},"modified":"2026-03-28T05:03:11","modified_gmt":"2026-03-28T05:03:11","slug":"abd-cftc-verilerine-gore-petrolde-ticari-olmayan-net-pozisyonlar-2187-binden-2336-bine-yukseldi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/abd-cftc-verilerine-gore-petrolde-ticari-olmayan-net-pozisyonlar-2187-binden-2336-bine-yukseldi\/","title":{"rendered":"ABD CFTC verilerine g\u00f6re petrolde ticari olmayan net pozisyonlar 218,7 binden 233,6 bine y\u00fckseldi"},"content":{"rendered":"ABD Emtia Vadeli \u0130\u015flemler Ticaret Komisyonu (CFTC: ABD\u2019de vadeli i\u015flem ve opsiyon piyasalar\u0131n\u0131 denetleyen kurum) verilerine g\u00f6re petrolde net ticari olmayan (non-commercial: fiziksel al\u0131m-sat\u0131m ama\u00e7l\u0131 de\u011fil, \u00e7o\u011funlukla fonlar\u0131n spek\u00fclatif i\u015flemleri) pozisyonlar 233,6 bin kontrata y\u00fckseldi.\n\nBu rakam, \u00f6nceki rapordaki 218,7 bin kontrattan yukar\u0131da.\n\n

Spek\u00fclatif Pozisyonlanma Daha Pozitif Tarafa D\u00f6nd\u00fc<\/h3>\nPetrol piyasas\u0131nda spek\u00fclatif pozisyonlarda belirgin bir y\u00f6n de\u011fi\u015fimi g\u00f6r\u00fcl\u00fcyor. Ticari olmayan yat\u0131r\u0131mc\u0131lar\u0131n net uzun (net long: y\u00fckseli\u015f beklentisiyle al\u0131nan pozisyonlar\u0131n, d\u00fc\u015f\u00fc\u015f beklentisiyle a\u00e7\u0131lan pozisyonlardan fazla olmas\u0131) pozisyonu 233,6 bin kontrata \u00e7\u0131kt\u0131. Bu art\u0131\u015f, b\u00fcy\u00fck fonlar\u0131n petrol fiyatlar\u0131n\u0131n k\u0131sa vadede y\u00fckselebilece\u011fine daha fazla inand\u0131\u011f\u0131na i\u015faret ediyor.\n\nBu iyimser g\u00f6r\u00fcn\u00fcm\u00fcn arkas\u0131nda arz (supply: piyasaya sunulan miktar) taraf\u0131ndaki bask\u0131lar bulunuyor. OPEC+ (OPEC \u00fclkeleri ve OPEC d\u0131\u015f\u0131 baz\u0131 \u00fcreticilerin olu\u015fturdu\u011fu grup) ikinci \u00e7eyrek boyunca \u00fcretim k\u0131s\u0131nt\u0131lar\u0131n\u0131 (production cuts: \u00fcretimi azaltma) s\u00fcrd\u00fcrece\u011fini belirtti. Jeopolitik gerginlikler de \u00f6nemli deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 hatlar\u0131nda aksamalara yol a\u00e7may\u0131 s\u00fcrd\u00fcr\u00fcyor. ABD ham petrol stoklar\u0131 (crude inventories: depolarda tutulan ham petrol miktar\u0131) bu hafta 1,9 milyon varil s\u00fcrpriz d\u00fc\u015f\u00fc\u015f (draw: stoklar\u0131n azalmas\u0131) g\u00f6sterdi; bu da k\u0131sa vadede arz\u0131 daha s\u0131k\u0131 hale getiriyor.\n\nTalep (demand: t\u00fcketim ihtiyac\u0131) taraf\u0131nda ise \u00c7in\u2019den gelen son imalat PMI (Purchasing Managers\u2019 Index: sat\u0131n alma y\u00f6neticileri endeksi; sekt\u00f6r\u00fcn b\u00fcy\u00fcme\/daralma e\u011filimini g\u00f6sterir) verisi ikinci ay \u00fcst \u00fcste beklentileri a\u015ft\u0131 ve enerji t\u00fcketiminde art\u0131\u015f sinyali verdi. Bu tablo, ABD\u2019de yaz s\u00fcr\u00fc\u015f sezonu (driving season: yaz aylar\u0131nda yolculuklar\u0131n artmas\u0131) \u00f6ncesi mevsimsel canlanmayla da \u00f6rt\u00fc\u015f\u00fcyor; bu d\u00f6nem benzin ve ham petrol talebini genelde art\u0131r\u0131r. Bu etkenler, WTI\u2019da (West Texas Intermediate: ABD referans ham petrol t\u00fcr\u00fc) varil ba\u015f\u0131na 80 dolar civar\u0131nda fiyatlar i\u00e7in destek olu\u015fturuyor.\n\nBu veri seti, 2025\u2019in \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011findeki piyasa g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc hat\u0131rlat\u0131yor. O d\u00f6nemde benzer \u015fekilde spek\u00fclatif uzun pozisyonlar\u0131n artmas\u0131, WTI\u2019\u0131n 70 dolar\u0131n alt-orta b\u00f6lgesinden 85 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 y\u00fckseli\u015fin \u00f6ncesinde g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Bu ge\u00e7mi\u015f \u00f6rnek, \u00f6n\u00fcm\u00fczdeki haftalarda pozisyon almada dikkate al\u0131nmal\u0131.\n\n

\u0130\u015flem Etkileri ve Risk De\u011ferlendirmesi<\/h3>\nBu ortamda kenarda kalman\u0131n veya y\u00fcksek miktarda k\u0131sa (short: fiyat d\u00fc\u015f\u00fc\u015f\u00fc beklentisiyle a\u00e7\u0131lan) pozisyon ta\u015f\u0131man\u0131n riski art\u0131yor.\n

\n\n

Hemen i\u015flem yapmaya ba\u015flay\u0131n – Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":"

Petrolde spek\u00fclatif r\u00fczg\u00e2r g\u00fc\u00e7leniyor: CFTC\u2019ye g\u00f6re net non-commercial uzun pozisyon 233,6 bin kontrata \u00e7\u0131kt\u0131. OPEC+ k\u0131s\u0131nt\u0131lar\u0131, jeopolitik riskler ve d\u00fc\u015fen ABD stoklar\u0131 WTI\u2019\u0131 80 dolar civar\u0131nda destekliyor. \u00c7in PMI talebi de g\u00fc\u00e7lendiriyor.<\/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-43562","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\/43562","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=43562"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/43562\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=43562"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=43562"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=43562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}