Macro Aftermath Archived

Obsesi Pasar Energi dengan Selat Hormuz

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Penggerak Teratas

Ticker	Sektor	Perubahan
DHT	Energy	+18,6%
U	Technology	-12,6%
P	—	+11,2%
WTI	Energy	-6,9%
S	Technology	+6,8%

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Jul 01, 2026 Still The (Military) Base Case Neutral

Jun 30, 2026 Crude Oil Prices Climb as Tanker Traffic Slows Through Strait of Hormuz Bullish

Jun 29, 2026 Halliburton, Valero and 3 More Stocks Set Up for a Fragile Hormuz … Neutral

Jun 26, 2026 Strategic Storage Could Become Oil’s Next Major Source of Demand Neutral

Jun 25, 2026 Middle East Fuel Oil Exports Set to Hit Four-Month High Neutral

Jun 24, 2026 The Hormuz Threat Oil Markets Are Ignoring Bearish

Jun 23, 2026 Kuwait Offers Gulf Oil Loadings In Ports Deep In Persian Gulf As … Neutral

Jun 19, 2026 Crude Oil Prices Tumble as Strait of Hormuz Reopens Bearish

Jun 18, 2026 OPEC chief dismisses IEA supply glut forecast as 'critical' Strait of Hormuz … Neutral

Jun 17, 2026 First Iranian Oil Moves Past US Blockade Ahead Of Deal Signing Neutral

Jun 15, 2026 U.S.-Iran Deal Doesn't Mean A Swift Return Of Oil And Gas Flows Neutral

Jun 12, 2026 Traders Are Shorting Oil As If The Hormuz Crisis Is Over Bearish

Jun 10, 2026 Trump says U.S. secretly moved more than 100 million barrels of oil … Neutral

Jun 09, 2026 Ceasefire Caps Oil Rally as China Demand Weakens Neutral

Jun 05, 2026 How the Strait of Hormuz standoff flipped the energy security debate Neutral

Mei 31, 2026 June Labeled ‘Crunch Point’ as Energy Reserves Burn Through and Rate Hikes … Neutral

Mei 30, 2026 Oil exports through the Strait of Hormuz might not return to levels … Neutral

Mei 20, 2026 Here's What the Futures Markets Are Saying About Oil and the Conflict … Neutral

Mei 11, 2026 Saudi Aramco CEO says oil market won't normalize until 2027 if Hormuz … Neutral

Mei 08, 2026 ‘Not a Chance Hormuz Opens’: How Wall Street’s new NACHO trade bets … Neutral

Mei 06, 2026 2 Stocks That Should be on Your Radar as the Iran War … Neutral

Mei 05, 2026 Hormuz Closure 'Inflicting Enormous Impact' On Asia: Japan's PM Takaichi Neutral

Mei 02, 2026 Oil Could Hit $150 or Higher, Experts Warn. These Energy Stocks Are … Bullish

Mei 01, 2026 China's Rare Earth Leverage Explained in 3 Shocking Charts Neutral

Apr 25, 2026 Lessons From a Black Swan Event: How to Prepare to Navigate Your … Neutral

Apr 23, 2026 Strait of Hormuz Crisis: How Markets Have Handled the "Largest Oil Supply … Neutral

Apr 18, 2026 1 ETF That Could Soar If the Strait of Hormuz Stays Open Bullish

Apr 17, 2026 Three ETFs that will be impacted by the closure of the Strait … Neutral

Apr 16, 2026 Paper Oil Blinks While Physical Supply Tightens Neutral

Apr 15, 2026 Power Insider: The markets are obsessed with the Strait of Hormuz. Why … Neutral

Penggerak Teratas

Ticker	Sektor	Perubahan
DHT	Energy	+18,6%
U	Technology	-12,6%
P	—	+11,2%
WTI	Energy	-6,9%
S	Technology	+6,8%

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Baca selengkapnya

Apa yang terjadi: Harga minyak mentah Brent berfluktuasi signifikan minggu lalu, turun di bawah $100 sebelum melonjak kembali di atas angka tersebut. Volatilitas ini didorong oleh ketegangan geopolitik di Timur Tengah, khususnya pengumuman AS tentang blokade di Selat Hormuz, titik terjangan minyak global yang penting. Sementara itu, Sen. Martin Heinrich, D-N.M., sedang menyelidiki persiapan administrasi Trump untuk penutupan Hormuz.

Dampak pasar: Pasar energi, khususnya produsen dan penyuling minyak dan gas, telah terkena dampak signifikan. Penutupan Selat Hormuz yang potensial dapat mengganggu sekitar 20% pasokan minyak global dan 30% perdagangan gas alam cair (LNG), mendorong harga naik. Hal ini berdampak pada valuasi dan profitabilitas perusahaan energi, dengan pemain besar seperti ExxonMobil, Shell, dan BP berpotensi menghadapi peningkatan biaya produksi dan ketidakpastian permintaan.

Yang perlu diperhatikan selanjutnya: Investor harus memantau secara ketat situasi AS-Iran, dengan katalis kunci menjadi terobosan diplomatik atau eskalasi ketegangan militer apa pun. Selain itu, laporan pendapatan yang akan datang dari perusahaan energi besar pada Q2 2022 akan memberikan wawasan tentang bagaimana perusahaan-perusahaan ini menavigasi lingkungan geopolitik dan harga saat ini.

Tinjauan AI per Agu 14, 2026

Lini Waktu

Pertama TerlihatAgu 16, 2026

Terakhir DiperbaruiAgu 30, 2026

Obsesi Pasar Energi dengan Selat Hormuz

Penggerak Teratas

Linimasa Sentimen

Performa Sektor

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Linimasa Peristiwa

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