{"id":224068,"date":"2026-10-02T13:45:03","date_gmt":"2026-10-02T10:45:03","guid":{"rendered":"https:\/\/coinmuhendisi.com\/blog\/?p=224068"},"modified":"2026-10-02T13:42:31","modified_gmt":"2026-10-02T10:42:31","slug":"bakir-fiyati-icin-kritik-donem-ekim-oncesi-neler-oluyor","status":"publish","type":"post","link":"https:\/\/coinmuhendisi.com\/blog\/bakir-fiyati-icin-kritik-donem-ekim-oncesi-neler-oluyor\/","title":{"rendered":"Bak\u0131r Fiyat\u0131 \u0130\u00e7in Kritik Geli\u015fmeler G\u00fcndemde!"},"content":{"rendered":"

Bak\u0131r<\/strong> fiyat\u0131<\/strong>, ekim ay\u0131na girilirken yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda kalmaya devam ediyor. Londra<\/a> Metal Borsas\u0131<\/strong> (LME) vadeli i\u015flemleri bu hafta %2\u2019den fazla gerileyerek may\u0131s ay\u0131ndan bu yana en sert haftal\u0131k d\u00fc\u015f\u00fc\u015f\u00fcne haz\u0131rlan\u0131yor. Bloomberg\u2019e g\u00f6re y\u00fckselen enerji maliyetleri ve g\u00fc\u00e7lenen ABD dolar\u0131, bak\u0131ra y\u00f6nelik talep g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc bask\u0131l\u0131yor.<\/p>\n

Dikkat \u00e7ekici nokta ise d\u00fc\u015f\u00fc\u015f\u00fcn, Deutsche<\/a> Bank\u2019\u0131n bak\u0131r i\u00e7in yakla\u015f\u0131k %50\u2019lik bir y\u00fckseli\u015f \u00f6ng\u00f6rd\u00fc\u011f\u00fc haftada ya\u015fanmas\u0131. B\u00f6ylece k\u0131sa vadeli makroekonomik bask\u0131lar ile orta vadeli arz endi\u015feleri ayn\u0131 anda piyasan\u0131n kar\u015f\u0131s\u0131na \u00e7\u0131k\u0131yor.<\/p>\n

\"bak\u0131r<\/p>\n

Bak\u0131r Fiyat\u0131n\u0131 Bu Hafta Ne Bask\u0131lad\u0131?<\/h2>\n

\u0130ran sava\u015f\u0131 nedeniyle petrol fiyatlar\u0131nda ya\u015fanan y\u00fckseli\u015f, bak\u0131r \u00fczerinde ek bask\u0131 olu\u015fturdu. LME verilerine g\u00f6re \u00fc\u00e7 ayl\u0131k bak\u0131r kontrat\u0131 per\u015fembe g\u00fcn\u00fc ton ba\u015f\u0131na 14.243,50 dolardan kapan\u0131rken g\u00fcnl\u00fck bazda %1,16 de\u011fer kaybetti.<\/p>\n

Talep taraf\u0131ndaki bir di\u011fer sorun \u00c7in\u2019den geliyor. D\u00fcnyan\u0131n en b\u00fcy\u00fck bak\u0131r t\u00fcketicisi olan \u00fclkede sanayi \u015firketlerinin k\u00e2rlar\u0131 a\u011fustosta y\u0131ll\u0131k bazda %4,2 artt\u0131. Ancak bu oran temmuzdaki %11\u2019lik b\u00fcy\u00fcmenin olduk\u00e7a alt\u0131nda kald\u0131 ve ge\u00e7en kas\u0131m ay\u0131ndaki d\u00fc\u015f\u00fc\u015ften bu yana g\u00f6r\u00fclen en zay\u0131f sonu\u00e7 oldu.<\/p>\n

Bak\u0131r fiyat\u0131 pazartesi sabah\u0131 da %1 gerileyerek ton ba\u015f\u0131na 14.478 dolara indi. Ayn\u0131 seansta \u00e7inko ve al\u00fcminyum gibi di\u011fer sanayi metalleri de d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131.<\/p>\n

\"bak\u0131r<\/p>\n

G\u00fc\u00e7l\u00fc Dolar Bak\u0131r Talebini Nas\u0131l Etkiliyor?<\/h2>\n

ABD dolar\u0131ndaki de\u011ferlenme de metal piyasas\u0131ndaki sat\u0131\u015f bask\u0131s\u0131n\u0131 art\u0131rd\u0131. Dolar Endeksi (DXY), hafta boyunca %0,77 y\u00fckselerek cuma g\u00fcn\u00fc yakla\u015f\u0131k 101,97 seviyesine ula\u015ft\u0131.<\/p>\n

Bak\u0131r dolar \u00fczerinden fiyatland\u0131\u011f\u0131 i\u00e7in g\u00fc\u00e7l\u00fc dolar, di\u011fer para birimlerini kullanan al\u0131c\u0131lar\u0131n maliyetini art\u0131rabiliyor. Bu durum \u00f6zellikle \u00c7in gibi b\u00fcy\u00fck t\u00fcketici pazarlar\u0131nda talep beklentilerinin daha dikkatli de\u011ferlendirilmesine neden oluyor.<\/p>\n

Dolay\u0131s\u0131yla mevcut piyasa analizi, yaln\u0131zca bak\u0131r\u0131n kendi arz ve talep dinamiklerine de\u011fil, enerji fiyatlar\u0131na, dolar\u0131n seyrine ve \u00c7in ekonomisinden gelen verilere de odaklan\u0131yor.<\/p>\n

Arz S\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 Fiyatlar\u0131 Yeniden Yukar\u0131 Ta\u015f\u0131yabilir Mi?<\/h2>\n

K\u0131sa vadede petrol, dolar ve \u00c7in verileri bak\u0131r\u0131 bask\u0131lasa da Deutsche Bank\u2019\u0131n y\u00fckseli\u015f beklentisi farkl\u0131 bir noktaya dayan\u0131yor: arz. Banka, bak\u0131r fiyat\u0131n\u0131n 2027\u2019nin ikinci \u00e7eyre\u011finde ton ba\u015f\u0131na 22.050 dolara ula\u015fabilece\u011fini \u00f6ng\u00f6r\u00fcyor.<\/p>\n

Analist Daniel Ghali mevcut ortam\u0131 metaller i\u00e7in \u201ctarihi bir yar\u0131\u015f\u201d olarak de\u011ferlendiriyor. Deutsche Bank\u2019\u0131n hesaplamalar\u0131na g\u00f6re \u00c7in\u2019in stratejik rezervlerinde 2,05 milyon ton bak\u0131r bulunuyor.<\/p>\n

ABD\u2019nin bak\u0131ra y\u00f6nelik olas\u0131 g\u00fcmr\u00fck tarifeleri de metalin ABD depolar\u0131na y\u00f6nelmesine neden oldu. Deutsche Bank, y\u0131l sonuna kadar ABD depolar\u0131nda yakla\u015f\u0131k 1,3 milyon ton bak\u0131r bulunmas\u0131n\u0131 bekliyor.<\/p>\n

Bak\u0131rda 2027 Hedefi Ne Kadar Y\u00fckseli\u015f Vadediyor?<\/h2>\n

\u00c7in\u2019in stratejik rezervleri ile ABD depolar\u0131ndaki stoklar birlikte de\u011ferlendirildi\u011finde, 2026 sonuna kadar k\u00fcresel yer \u00fcst\u00fc bak\u0131r stoklar\u0131n\u0131n %71\u2019inin piyasadan \u00e7ekilmi\u015f olmas\u0131 m\u00fcmk\u00fcn g\u00f6r\u00fcn\u00fcyor. Bu durum, k\u0131sa vadeli talep bask\u0131s\u0131na ra\u011fmen arz taraf\u0131ndaki s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n fiyatlar \u00fczerinde belirleyici olabilece\u011fine i\u015faret ediyor.<\/p>\n

BMO Capital Markets de uzun vadeli beklentisini y\u00fckseltti ve 2030 y\u0131l\u0131 fiyat tahminini ton ba\u015f\u0131na yakla\u015f\u0131k 18.000 dolara \u00e7\u0131kard\u0131. Deutsche Bank\u2019\u0131n 2027 ikinci \u00e7eyrek hedefi olan 22.050 dolar ise per\u015fembe kapan\u0131\u015f\u0131n\u0131n yakla\u015f\u0131k 7.800 dolar \u00fczerinde bulunuyor. Bu seviye mevcut fiyata k\u0131yasla yakla\u015f\u0131k %55\u2019lik potansiyel y\u00fckseli\u015fe kar\u015f\u0131l\u0131k geliyor.<\/p>\n

\u00c7inli al\u0131c\u0131lar\u0131n Ulusal G\u00fcn tatilinin 7 Ekim\u2019de sona ermesiyle piyasaya d\u00f6nmesi bekleniyor. Bu geli\u015fmeleri takip ederek bak\u0131r fiyat\u0131nda k\u0131sa vadeli talep hareketleri ile uzun vadeli arz risklerini birlikte de\u011ferlendirmek m\u00fcmk\u00fcn.<\/p>\n

Bu i\u00e7erik kesinlikle yat\u0131r\u0131m tavsiyesi niteli\u011fi ta\u015f\u0131mamaktad\u0131r. Piyasalar y\u00fcksek risk i\u00e7ermektedir ve yat\u0131r\u0131m kararlar\u0131n\u0131z\u0131 almadan \u00f6nce kendi ara\u015ft\u0131rman\u0131z\u0131 yapman\u0131z \u00f6nemlidir.<\/p>\n

Bak\u0131r Nedir? Nas\u0131l Al\u0131n\u0131r?<\/a><\/p><\/blockquote>\n