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Saudi Aramco Pangkas Pasokan Minyak ke Asia pada April 2026

Saudi Aramco memangkas pasokan minyak mentah ke Asia untuk April 2026 sebagai bulan kedua berturut-turut. Keputusan ini dipicu gangguan di Selat Hormuz akibat eskalasi konflik AS-Israel-Iran.

Penyebab Pemangkasan

Aramco hanya memasok grade Arab Light dari pelabuhan Yanbu di Laut Merah ke pelanggan tetap Asia, karena terminal Teluk seperti Ras Tanura terhambat risiko keamanan. Jalur pipa East-West digunakan sebagai alternatif, tapi kapasitasnya terbatas.

Dampak Harga Minyak

Harga Brent crude melonjak ke US$112 per barel (sekitar Rp1,8 juta) per 22 Maret 2026, naik 56% dalam sebulan. Analis prediksi bisa tembus US$150 per barel jika gangguan berlanjut, memicu inflasi dan kenaikan BBM di Asia termasuk Indonesia.

Efek ke Asia dan Indonesia

Asia, pasar utama Saudi (40% impor minyak), hadapi biaya impor lebih tinggi dan produksi kilang terbatas. Indonesia sebagai importir netto terdampak kenaikan harga nonsubsidi dan logistik.

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