Selat Hormuz Tak Akan Lagi Berharga dalam 2 Tahun, Gertakan AS atau Babak Baru Energi Global?
Menteri Keuangan AS Scott Bessent memprediksi Selat Hormuz akan menjadi jalur yang 'tak berharga' bagi industri minyak dalam dua tahun ke depan karena pasokan migas akan dialihkan sepenuhnya melalui jaringan pipa darat, bukan lagi melalui chokepoint tersebut. Pernyataan ini didukung oleh data bahwa impor minyak AS dari negara-negara Teluk sudah turun ke level terendah 40 tahun terakhir (sekitar 7%) akibat peningkatan produksi domestik dan pasokan dari Kanada. Di sisi lain, Selat Hormuz masih krusial secara global karena sekitar 34% minyak mentah dunia melewatinya pada 2025, terutama menuju pasar Asia, dan pembatasan lalu lintas oleh Iran pasca-konflik dengan AS-Israel telah mendorong harga Brent melampaui USD95 per barel.
Poin-Poin Utama
- US Treasury Secretary Scott Bessent predicts the Strait of Hormuz will become 'worthless' to the oil industry within two years.
- Bessent made the statement on the sidelines of the G20 Finance Ministers Summit in North Carolina.
- Bessent cited the mass shift of routes through overland pipeline networks as the reason for the strait's declining relevance.
- Bessent stated the Strait of Hormuz is no longer a vulnerability for US energy security.
- EIA data shows US crude oil imports from Persian Gulf countries fell to a 40-year low.
- Persian Gulf countries now account for only about 7% of total US oil imports.
- The drop in Gulf imports is attributed to surging US domestic production and Canadian supply.
- IEA data shows nearly 34% of the world's crude oil transited the Strait of Hormuz in 2025.
- The largest share of Hormuz-bound oil heads to Asian markets.
- Iran's military has restricted ship traffic through the strait for more than six months since war with the US and Israel broke out.
- Brent crude oil prices surged above USD95 per barrel amid the conflict.
- Brent crude previously stood at USD72.48 before the conflict erupted in late February 2026.
Hak cipta dan publikasi utuh dimiliki oleh Sindonews.