{"id":45107,"date":"2026-04-21T13:23:49","date_gmt":"2026-04-21T13:23:49","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/ingnin-emtia-ekibi-cinin-mart-ayi-gumus-ithalatinin-rekor-seviyeye-ulastigini-ardindan-gunes-enerjisi-ve-perakende-alimlarindan-kaynaklanan-talebin-zayifladigini-belirtti\/"},"modified":"2026-04-21T13:23:49","modified_gmt":"2026-04-21T13:23:49","slug":"ingnin-emtia-ekibi-cinin-mart-ayi-gumus-ithalatinin-rekor-seviyeye-ulastigini-ardindan-gunes-enerjisi-ve-perakende-alimlarindan-kaynaklanan-talebin-zayifladigini-belirtti","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/ingnin-emtia-ekibi-cinin-mart-ayi-gumus-ithalatinin-rekor-seviyeye-ulastigini-ardindan-gunes-enerjisi-ve-perakende-alimlarindan-kaynaklanan-talebin-zayifladigini-belirtti\/","title":{"rendered":"ING\u2019nin emtia ekibi, \u00c7in\u2019in mart ay\u0131 g\u00fcm\u00fc\u015f ithalat\u0131n\u0131n rekor seviyeye ula\u015ft\u0131\u011f\u0131n\u0131, ard\u0131ndan g\u00fcne\u015f enerjisi ve perakende al\u0131mlar\u0131ndan kaynaklanan talebin zay\u0131flad\u0131\u011f\u0131n\u0131 belirtti"},"content":{"rendered":"<p>\u00c7in\u2019in g\u00fcm\u00fc\u015f ithalat\u0131 Mart ay\u0131nda, perakende yat\u0131r\u0131mc\u0131 talebi ve g\u00fcne\u015f enerjisi sekt\u00f6r\u00fcn\u00fcn etkisiyle rekor seviyeye ula\u015ft\u0131. \u00c7in g\u00fcmr\u00fck verilerine g\u00f6re ithalat yakla\u015f\u0131k 836 tona \u00e7\u0131kt\u0131.<\/p>\n<p>Bu seviye, son 10 y\u0131l\u0131n Mart ay\u0131 ortalamas\u0131 olan yakla\u015f\u0131k 306 tonun \u00e7ok \u00fczerinde. Y\u0131l\u0131n ba\u015f\u0131nda g\u00fc\u00e7l\u00fc i\u00e7 talep, \u00c7in\u2019de g\u00fcm\u00fc\u015f fiyatlar\u0131n\u0131n uluslararas\u0131 piyasalara g\u00f6re primli (daha y\u00fcksek) olu\u015fmas\u0131na yol a\u00e7t\u0131 ve arbitraj (fiyat fark\u0131ndan yararlanarak farkl\u0131 piyasalarda al-sat yapma) i\u015flemlerini tetikledi.<\/p>\n<h3>Rekor \u0130thalat Art\u0131\u015f\u0131n\u0131n Ard\u0131ndan G\u00fcm\u00fc\u015f Fiyatlar\u0131 Geriledi<\/h3>\n<p>G\u00fcm\u00fc\u015f fiyatlar\u0131 daha sonra Ocak ay\u0131ndaki rekor seviyelerinden geri \u00e7ekildi. Perakende al\u0131m talebi de zay\u0131flad\u0131.<\/p>\n<h3>Arbitraj \u0130\u00e7in \u015eanghay\u2013Londra Primi \u0130zleniyor<\/h3>\n<p>Yat\u0131r\u0131mc\u0131lar\u0131n, \u015eanghay Vadeli \u0130\u015flemler Borsas\u0131 (gelecekte teslim edilecek \u00fcr\u00fcnler i\u00e7in standart s\u00f6zle\u015fmelerin al\u0131n\u0131p sat\u0131ld\u0131\u011f\u0131 piyasa) ile Londra\u2019daki fiyatlar aras\u0131ndaki primi yak\u0131ndan izlemesi gerekiyor; bu fark \u015fu anda yakla\u015f\u0131k %4-5 seviyesinde. 2025 ba\u015f\u0131ndaki zirvede g\u00f6r\u00fclen \u00e7ift haneli oranlara hen\u00fcz ula\u015fmasa da, bu fark b\u00f6lgesel talebin yeniden k\u00fcresel arz\u0131n (piyasaya sunulan miktar\u0131n) \u00f6n\u00fcne ge\u00e7ti\u011fine i\u015faret ediyor. Bu prim, k\u00fcresel fiyatlar\u0131 h\u0131zla etkileyebilen arbitraj ak\u0131mlar\u0131n\u0131 ba\u015flatan ana tetikleyici.<\/p>\n<p>Keskin bir yukar\u0131 hareket ihtimaline kar\u015f\u0131, yak\u0131n vadeli al\u0131m opsiyonu (belirli bir tarihe kadar belirli fiyattan alma hakk\u0131 veren s\u00f6zle\u015fme) almak, riski s\u0131n\u0131rl\u0131 bir strateji sunabilir. Ge\u00e7en y\u0131l, fiyat s\u0131\u00e7ramas\u0131ndan sonra perakende kaynakl\u0131 ivmenin h\u0131zla zay\u0131flay\u0131p geri \u00e7ekilmeye yol a\u00e7abildi\u011fi g\u00f6r\u00fcld\u00fc. Bu nedenle opsiyonlar, olas\u0131 y\u00fckseli\u015fe kat\u0131l\u0131m sa\u011flarken piyasa tersine d\u00f6nerse zarar\u0131 s\u0131n\u0131rlamaya yard\u0131mc\u0131 olur.<\/p>\n<p>Ayr\u0131ca 2025\u2019in ilk \u00e7eyre\u011finde, g\u00fcm\u00fc\u015f opsiyonlar\u0131nda ima edilen oynakl\u0131\u011f\u0131n (piyasan\u0131n gelecekteki fiyat dalgalanmas\u0131 beklentisi) fiyatlar y\u00fckselirken %30\u2019dan fazla artt\u0131\u011f\u0131 hat\u0131rlan\u0131yor. Y\u00f6n konusunda emin olmayan ancak b\u00fcy\u00fck bir hareket bekleyenler i\u00e7in, oynakl\u0131k odakl\u0131 stratejiler etkili olabilir. Long straddle gibi (ayn\u0131 vadede ayn\u0131 kullan\u0131m fiyat\u0131ndan hem al\u0131m hem sat\u0131m opsiyonu alma) stratejiler, \u00f6n\u00fcm\u00fczdeki haftalarda b\u00fcy\u00fck bir hareketi yakalamaya uygun olabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dikkat: \u00c7in\u2019in Mart g\u00fcm\u00fc\u015f ithalat\u0131 perakende talep ve g\u00fcne\u015f enerjisiyle 836 tonla rekor k\u0131rd\u0131. \u015eanghay\u2013Londra primi %4-5\u2019te; arbitraj ak\u0131mlar\u0131 fiyat\u0131 etkileyebilir, opsiyonlar \u00f6ne \u00e7\u0131k\u0131yor.<\/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-45107","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\/45107","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=45107"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45107\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45107"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45107"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45107"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}